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 |
|---|---|---|---|---|---|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
860
shares
|
$455,232
0.01% of portfolio
|
Q3 2025
Added 546.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
858
shares
|
$454,173
0.01% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
855
shares
|
$452,585
1.71% of portfolio
|
Q4 2023
Reduced 29.92%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
850
shares
|
$449,939
0.04% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
845
shares
|
$447,292
0.08% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
841
shares
|
$445,174
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
837
shares
|
$443,057
0.0% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
824
shares
|
$436,176
0.03% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
811
shares
|
$429,294
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
804
shares
|
$425,589
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
802
shares
|
$424,530
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
802
shares
|
$424,530
0.48% of portfolio
|
Q4 2025
Reduced 18.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
798
shares
|
$422,413
0.01% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
793
shares
|
$419,766
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
793
shares
|
$419,766
0.03% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
789
shares
|
$417,649
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
788
shares
|
$417,119
0.1% of portfolio
|
Q2 2021
Reduced 19.76%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
786
shares
|
$416,061
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
783
shares
|
$414,473
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
782
shares
|
$413,943
0.02% of portfolio
|
Q2 2025
Reduced 98.75%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
781
shares
|
$413,414
0.05% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
775
shares
|
$410,238
0.24% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
772
shares
|
$408,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
770
shares
|
$407,591
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
767
shares
|
$406,003
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|