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 1,136 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
Reduced 94.29%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q3 2024
Reduced 95.83%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|