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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
173
shares
|
$91,575
0.01% of portfolio
|
Q3 2025
Added 343.59%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
166
shares
|
$87,870
0.01% of portfolio
|
Q4 2021
Reduced 4.05%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
165
shares
|
$87,341
0.0% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
152
shares
|
$80,459
0.02% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
150
shares
|
$79,401
0.0% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
149
shares
|
$78,871
0.02% of portfolio
|
Q3 2023
Added 15.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
148
shares
|
$78,342
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
147
shares
|
$77,812
0.01% of portfolio
|
Q4 2022
Reduced 16.95%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
139
shares
|
$73,578
0.0% of portfolio
|
Q3 2023
Added 12.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
134
shares
|
$70,931
0.0% of portfolio
|
Q3 2025
Reduced 62.98%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
130
shares
|
$68,814
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
130
shares
|
$68,814
0.01% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
129
shares
|
$68,284
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
126
shares
|
$66,696
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
125
shares
|
$66,167
0.02% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
123
shares
|
$65,108
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
122
shares
|
$64,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
121
shares
|
$64,050
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120
shares
|
$63,520
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
118
shares
|
$62,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
115
shares
|
$60,874
0.02% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
112
shares
|
$59,286
0.0% of portfolio
|
Q3 2025
Reduced 30.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
110
shares
|
$58,227
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
109
shares
|
$57,698
0.0% of portfolio
|
Q4 2025
Added 94.64%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
107
shares
|
$56,639
0.02% of portfolio
|
Q2 2025
Added 2575.0%
|
|