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Ulta Beauty (ULTA) Institutional Ownership

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$397.33
-4.78 (-1.19%)
(As of 05/2/2024 ET)
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Institutional Ownership Changes (13F Filings) for Ulta Beauty (NASDAQ:ULTA)

Current
Institutional Ownership
Percentage
90.39%
Number of
Institutional Buyers
(last 12 months)
697
Total
Institutional Inflows
(last 12 months)
$7.35B
Number of
Institutional Sellers
(last 12 months)
488
Total
Institutional Outflows
(last 12 months)
$4.48B
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ULTA Institutional Buying and Selling by Quarter

Ulta Beauty Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Financial Counselors Inc.565$295K0.0%+26.1%0.001%
5/2/2024Chase Investment Counsel Corp1,800$941K0.4%-25.0%0.004%
5/2/2024Pacific Wealth Strategies Group Inc.3,557$1.86M1.6%-7.6%0.007%
5/2/2024Mutual of America Capital Management LLC6,370$3.33M0.0%-27.2%0.013%
5/2/2024FORA Capital LLC471$246K0.0%-94.2%0.001%
5/2/2024Daiwa Securities Group Inc.5,916$3.09M0.0%-3.7%0.012%
5/2/2024Nordea Investment Management AB76,837$40.00M0.0%+7.5%0.160%
5/2/2024Waycross Partners LLC24,997$13.07M2.2%+9.1%0.052%
5/2/2024Mendel Money Management621$325K0.2%-200.0%0.001%
5/2/2024Fidelis Capital Partners LLC357$187K0.0%-21.7%0.001%
5/2/2024Goelzer Investment Management Inc.9,297$4.86M0.3%-2.6%0.019%
5/2/2024BNP Paribas859$440K0.0%N/A0.002%
5/2/2024Choreo LLC1,670$873K0.0%N/A0.003%
5/2/2024Tokio Marine Asset Management Co. Ltd.1,389$726K0.0%+21.1%0.003%
5/2/2024 Hollencrest Capital Management34,163$17.86M0.8%+21,940.6%0.071%
5/2/2024 Hussman Strategic Advisors Inc.6,300$3.29M0.8%-33.3%0.013%
5/1/2024 Schear Investment Advisers LLC2,891$1.51M1.2%+18.2%0.006%
5/1/2024 Janney Capital Management LLC20,404$10.67M0.7%-2.7%0.043%
5/1/2024 Janney Montgomery Scott LLC30,249$15.82M0.0%+5.0%0.063%
5/1/2024 Peterson Wealth Services4,862$2.54M0.9%+32.7%0.010%
5/1/2024 Rempart Asset Management Inc.18,744$9.80M1.9%N/A0.039%
5/1/2024 Mission Wealth Management LP399$209K0.0%N/A0.001%
5/1/2024 Wambolt & Associates LLC1,975$1.05M0.3%+7.9%0.004%
5/1/2024 Smith Group Asset Management LLC28,612$14.96M0.9%+13.2%0.060%
5/1/2024 Sequoia Financial Advisors LLC3,105$1.62M0.0%-15.9%0.006%
4/30/2024 Private Advisor Group LLC6,040$3.16M0.0%+3.4%0.013%
4/30/2024 Retirement Systems of Alabama10,718$5.60M0.0%-1.2%0.022%
4/30/2024 Norden Group LLC1,176$615K0.0%+49.0%0.002%
4/30/2024 Van ECK Associates Corp15,269$7.98M0.0%+11.9%0.032%
4/30/2024 HB Wealth Management LLC1,030$539K0.0%+7.4%0.002%
4/30/2024 Warther Private Wealth LLC12,208$6.38M2.8%-0.7%0.025%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,788$935K0.0%-30.6%0.004%
4/30/2024 Perigon Wealth Management LLC562$294K0.0%+15.6%0.001%
4/30/2024 SkyOak Wealth LLC2,250$1.18M0.3%-11.8%0.005%
4/30/2024 OFI Invest Asset Management48,453$23.46M0.6%N/A0.101%
4/30/2024 Stock Yards Bank & Trust Co.862$451K0.0%-6.5%0.002%
4/30/2024 Allspring Global Investments Holdings LLC81,655$42.70M0.1%-49.4%0.170%
4/29/2024Commonwealth Equity Services LLC17,894$9.36M0.0%+9.2%0.037%
4/29/2024 Greenleaf Trust1,040$544K0.0%+2.8%0.002%
4/29/2024 Principal Financial Group Inc.150,061$78.46M0.0%+11.2%0.313%
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4/29/2024 Mn Services Vermogensbeheer B.V.19,700$10.30M0.1%-17.2%0.041%
4/29/2024 China Universal Asset Management Co. Ltd.5,280$2.76M0.4%+55.9%0.011%
4/29/2024 Marks Group Wealth Management Inc14,778$7.73M0.8%-0.4%0.031%
4/26/2024 Pinnacle Associates Ltd.2,779$1.45M0.0%-1.7%0.006%
4/26/2024 Trueblood Wealth Management LLC388$203K0.1%N/A0.001%
4/26/2024 Securian Asset Management Inc.2,891$1.51M0.0%-7.3%0.006%
4/26/2024 Yousif Capital Management LLC6,391$3.34M0.0%-2.4%0.013%
4/26/2024 YHB Investment Advisors Inc.233$122K0.0%N/A0.000%
4/26/2024 Clear Creek Financial Management LLC703$368K0.0%N/A0.001%
4/26/2024 SYSTM Wealth Solutions LLC1,253$655K0.1%+502.4%0.003%
4/26/2024 Verdence Capital Advisors LLC400$209K0.0%N/A0.001%
4/25/2024 Alta Capital Management LLC697$364K0.0%-24.0%0.001%
4/25/2024 New York State Teachers Retirement System51,608$26.99M0.1%-3.9%0.107%
4/25/2024 Bank of New York Mellon Corp320,455$167.56M0.0%-3.8%0.664%
4/25/2024 Equitable Trust Co.10,815$5.66M0.4%+41.7%0.022%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 33,492$17.51M0.1%+247.1%0.069%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund10,602$5.54M0.1%-5.4%0.022%
4/25/2024 Eudaimonia Partners LLC698$365K0.1%+4.0%0.001%
4/25/2024 Valeo Financial Advisors LLC816$427K0.0%+35.5%0.002%
4/25/2024 Presidio Capital Management LLC440$230K0.2%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.5,915$3.09M0.0%+3.5%0.012%
4/24/2024 Berkshire Bank575$301K0.1%-5.4%0.001%
4/24/2024 Newbridge Financial Services Group Inc.995$520K0.2%+6,533.3%0.002%
4/24/2024 Dakota Wealth Management4,001$2.09M0.1%+1.3%0.008%
4/24/2024 Harvey Investment Co. LLC49,123$25.69M2.9%-0.1%0.102%
4/24/2024 Simplicity Wealth LLC706$369K0.0%N/A0.001%
4/24/2024 Spire Wealth Management769$402K0.0%+74.0%0.002%
4/24/2024 Bar Harbor Wealth Management3,268$1.71M0.1%+24.9%0.007%
4/24/2024 Assenagon Asset Management S.A.34,452$18.01M0.0%-75.3%0.071%
4/23/2024 Canal Capital Management LLC395$207K0.0%N/A0.001%
4/23/2024 Bfsg LLC6,284$3.29M0.4%+0.4%0.013%
4/23/2024 Milestone Asset Management LLC3,340$1.75M0.5%N/A0.007%
4/23/2024 Global Retirement Partners LLC646$338K0.0%-44.0%0.001%
4/23/2024 Fishman Jay A Ltd. MI4,165$2.18M0.2%+2.5%0.009%
4/23/2024 Louisiana State Employees Retirement System2,800$1.46M0.0%-6.7%0.006%
4/23/2024 Amalgamated Bank10,587$5.54M0.0%-19.3%0.022%
4/23/2024 Nations Financial Group Inc. IA ADV3,462$1.81M0.2%N/A0.007%
4/23/2024 Gradient Investments LLC7,609$3.98M0.1%-18.7%0.016%
4/23/2024 New Mexico Educational Retirement Board2,500$1.31M0.0%-3.8%0.005%
4/23/2024 Fifth Third Bancorp4,419$2.31M0.0%-2.4%0.009%
4/23/2024 Tyche Wealth Partners LLC1,505$787K0.2%N/A0.003%
4/23/2024 Wesbanco Bank Inc.16,629$8.70M0.3%-1.0%0.034%
4/23/2024 Summit Trail Advisors LLC730$382K0.0%+17.6%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.51,978$27.18M0.0%+26.3%0.108%
4/23/2024 Stonegate Investment Group LLC6,389$3.34M0.1%+41.6%0.013%
4/23/2024 Wendell David Associates Inc.6,923$3.62M0.4%-1.8%0.014%
4/22/2024 Compound Global Advisors LLC12,495$6.53M1.0%-28.9%0.026%
4/22/2024 Drive Wealth Management LLC403$210K0.1%N/A0.001%
4/22/2024 Raymond James & Associates52,673$27.54M0.0%-9.2%0.109%
4/22/2024 Accordant Advisory Group Inc1,403$734K0.5%N/A0.003%
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4/22/2024 EFG Asset Management Americas Corp.2,735$1.43M0.4%-35.0%0.006%
4/22/2024 IFM Investors Pty Ltd10,224$5.35M0.1%-2.2%0.021%
4/22/2024 Hendershot Investments Inc.21,059$11.01M1.6%+2.2%0.044%
4/19/2024 AMI Asset Management Corp104,196$54.48M2.8%+3.1%0.216%
4/19/2024 RBA Wealth Management LLC485$254K0.1%-9.5%0.001%
4/19/2024 First Trust Direct Indexing L.P.827$432K0.0%+26.6%0.002%
4/19/2024 Norden Group LLC18,928$9.90M0.1%+2,299.0%0.039%
4/19/2024 Lake Street Private Wealth LLC6,973$3.65M0.5%+7.7%0.014%
4/19/2024 Lifestyle Asset Management Inc.2,084$1.09M0.6%-8.2%0.004%
4/19/2024 State of Alaska Department of Revenue13,050$6.82M0.1%-13.3%0.027%
(Data available from 1/1/2016 forward)

ULTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULTA shares?

During the previous two years, 1,143 institutional investors and hedge funds held shares of Ulta Beauty. The most heavily invested institutionals were Triasima Portfolio Management inc. ($7.23B), Vanguard Group Inc. ($2.74B), BlackRock Inc. ($1.99B), State Street Corp ($961.57M), Arrowstreet Capital Limited Partnership ($653.71M), Morgan Stanley ($614.57M), and Geode Capital Management LLC ($523.55M).Learn more on ULTA's institutional investors.

What percentage of Ulta Beauty stock is owned by institutional investors?

90.39% of Ulta Beauty stock is owned by institutional investors. Learn more on ULTA's institutional investor holdings.

Which institutional investors have been buying Ulta Beauty stock?

Of the 1,012 institutional investors that purchased Ulta Beauty stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.32M), Bank Julius Baer & Co. Ltd Zurich ($2.03M), Jennison Associates LLC ($1.41M), Renaissance Technologies LLC ($885.40K), Wellington Management Group LLP ($685.36K), FMR LLC ($666.11K), and Morgan Stanley ($556.81K).

How much institutional buying is happening at Ulta Beauty?

Institutional investors have bought a total of 25,633,043 shares in the last 24 months. This purchase volume represents approximately $11.66B in transactions.

Which Ulta Beauty major shareholders have been selling company stock?

Of the 686 institutional investors that sold Ulta Beauty stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.32M), FMR LLC ($884.80K), Alecta Tjanstepension Omsesidigt ($757.20K), Macquarie Group Ltd. ($454.36K), Wellington Management Group LLP ($433.98K), JPMorgan Chase & Co. ($376.10K), and Victory Capital Management Inc. ($335.85K).

How much institutional selling is happening at Ulta Beauty?

Institutional investors have sold a total of 15,519,624 shares in the last 24 months. This volume of shares sold represents approximately $6.94B in transactions.


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This page (NASDAQ:ULTA) was last updated on 5/2/2024 by MarketBeat.com Staff

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