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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
570
shares
|
$301,723
0.18% of portfolio
|
Q3 2023
Reduced 39.81%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
569
shares
|
$301,194
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
565
shares
|
$299,077
0.25% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
564
shares
|
$298,547
0.06% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
562
shares
|
$297,489
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
554
shares
|
$293,254
0.01% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
554
shares
|
$293,254
0.01% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
552
shares
|
$292,195
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
549
shares
|
$290,607
0.07% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
542
shares
|
$286,902
0.12% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
540
shares
|
$285,843
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
538
shares
|
$284,784
0.04% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
538
shares
|
$284,784
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
535
shares
|
$283,196
0.03% of portfolio
|
Q1 2025
Reduced 52.82%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
534
shares
|
$282,667
0.0% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
533
shares
|
$282,138
0.02% of portfolio
|
Q1 2025
Added 119.34%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
531
shares
|
$281,079
0.03% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
531
shares
|
$281,079
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
528
shares
|
$279,491
0.01% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
526
shares
|
$278,432
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
525
shares
|
$277,903
0.05% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
525
shares
|
$277,903
0.02% of portfolio
|
Q4 2025
Reduced 4.55%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
523
shares
|
$276,844
0.1% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
522
shares
|
$276,315
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
521
shares
|
$275,786
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|