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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
46
shares
|
$24,349
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
45
shares
|
$23,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
44
shares
|
$23,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
44
shares
|
$23,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
42
shares
|
$22,232
0.0% of portfolio
|
Q4 2025
Reduced 53.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
42
shares
|
$22,232
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
42
shares
|
$22,232
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$21,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
39
shares
|
$20,644
0.01% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
38
shares
|
$20,114
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
36
shares
|
$19,056
0.0% of portfolio
|
Q3 2025
Added 111.76%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
35
shares
|
$18,526
0.0% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
35
shares
|
$18,526
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
35
shares
|
$18,526
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
35
shares
|
$18,526
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
34
shares
|
$17,997
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
33
shares
|
$17,468
0.01% of portfolio
|
Q2 2025
Reduced 67.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
33
shares
|
$17,468
0.01% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
32
shares
|
$16,938
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
32
shares
|
$16,938
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
32
shares
|
$16,938
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
32
shares
|
$16,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
32
shares
|
$16,938
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
31
shares
|
$16,409
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
30
shares
|
$15,880
0.01% of portfolio
|
Q3 2025
New holding
|
|