Institutional Ownership Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA). We have compiled data on the 1,200 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q2 2025
Reduced 99.94%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1
shares
|
$546
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q3 2024
Reduced 95.83%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q2 2025
Reduced 92.31%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|