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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
17
shares
|
$8,998
0.0% of portfolio
|
Q2 2023
Added 41.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
17
shares
|
$8,998
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$8,998
0.0% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
16
shares
|
$8,469
0.0% of portfolio
|
Q3 2022
Reduced 55.56%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
16
shares
|
$8,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
16
shares
|
$8,469
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
15
shares
|
$7,940
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
15
shares
|
$7,940
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
15
shares
|
$7,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
15
shares
|
$7,940
0.0% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$7,940
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
15
shares
|
$7,940
0.01% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
14
shares
|
$7,410
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
14
shares
|
$7,410
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
13
shares
|
$6,881
0.0% of portfolio
|
Q2 2022
Reduced 7.14%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12
shares
|
$6,352
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$6,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
12
shares
|
$6,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$5,822
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
11
shares
|
$5,822
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
11
shares
|
$5,822
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$5,293
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$5,293
0.0% of portfolio
|
Q2 2025
New holding
|
|