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 |
|---|---|---|---|---|---|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
933
shares
|
$493,874
0.04% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
925
shares
|
$489,639
0.01% of portfolio
|
Q4 2025
Added 51.64%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
925
shares
|
$489,639
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
921
shares
|
$487,522
0.15% of portfolio
|
Q3 2025
Reduced 73.86%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
915
shares
|
$484,346
0.0% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
914
shares
|
$483,816
0.02% of portfolio
|
Q4 2025
Added 4.82%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
909
shares
|
$481,170
0.02% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
908
shares
|
$480,640
0.0% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
896
shares
|
$474,288
0.0% of portfolio
|
Q4 2022
Reduced 55.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
891
shares
|
$471,641
0.02% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
888
shares
|
$470,053
0.11% of portfolio
|
Q4 2025
Reduced 6.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
887
shares
|
$469,524
0.07% of portfolio
|
Q2 2023
Reduced 6.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
887
shares
|
$469,524
0.01% of portfolio
|
Q3 2025
Reduced 76.49%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
887
shares
|
$469,524
0.02% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
886
shares
|
$468,995
0.0% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
885
shares
|
$468,465
0.01% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
879
shares
|
$465,289
0.08% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
879
shares
|
$465,289
0.02% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
875
shares
|
$463,172
0.03% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
875
shares
|
$463,172
0.23% of portfolio
|
Q1 2023
Reduced 93.37%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
869
shares
|
$459,996
0.02% of portfolio
|
Q3 2025
Added 65.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
864
shares
|
$457,349
0.0% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
864
shares
|
$457,349
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
860
shares
|
$455,232
0.02% of portfolio
|
Q4 2025
Reduced 7.73%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
860
shares
|
$455,232
0.05% of portfolio
|
Q3 2025
Reduced 75.79%
|
|