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 1,242 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
1,161
shares
|
$614,563
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,160
shares
|
$614,034
0.33% of portfolio
|
Q3 2025
Reduced 42.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,158
shares
|
$612,975
0.01% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,154
shares
|
$610,858
0.08% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,147
shares
|
$607,152
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,147
shares
|
$607,152
0.03% of portfolio
|
Q2 2022
Added 30.79%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
1,144
shares
|
$605,564
0.25% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
1,144
shares
|
$605,564
0.11% of portfolio
|
Q4 2025
Reduced 16.25%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,135
shares
|
$600,800
0.13% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
1,125
shares
|
$595,507
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
1,121
shares
|
$593,390
0.02% of portfolio
|
Q4 2025
Added 20.67%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
1,120
shares
|
$592,860
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
1,120
shares
|
$592,860
0.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,117
shares
|
$591,272
0.12% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,109
shares
|
$587,038
0.02% of portfolio
|
Q3 2025
Added 148.65%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,107
shares
|
$585,979
0.03% of portfolio
|
Q3 2022
Added 7.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,104
shares
|
$584,391
0.0% of portfolio
|
Q3 2025
Added 105.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,096
shares
|
$580,156
0.02% of portfolio
|
Q2 2020
Reduced 92.75%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
1,087
shares
|
$575,392
0.2% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,080
shares
|
$571,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,079
shares
|
$571,157
0.01% of portfolio
|
Q3 2025
Added 60.8%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,075
shares
|
$569,040
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
1,053
shares
|
$557,395
0.03% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,051
shares
|
$556,336
0.03% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
1,039
shares
|
$549,984
0.1% of portfolio
|
Q3 2025
Added 14.18%
|
|