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Ulta Beauty (ULTA) Institutional Ownership

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$508.10 +5.36 (+1.07%)
Closing price 07/23/2025 04:00 PM Eastern
Extended Trading
$508.00 -0.10 (-0.02%)
As of 07/23/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Ulta Beauty (NASDAQ:ULTA)

Current
Institutional Ownership
Percentage
90.39%
Number of
Institutional Buyers
(last 12 months)
673
Total
Institutional Inflows
(last 12 months)
$5.68B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$4.05B
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ULTA Institutional Buying and Selling by Quarter

Ulta Beauty Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025US Bancorp DE12,061$5.64M0.0%+1.1%0.027%
7/23/2025Allegiance Financial Group Advisory Services LLC655$306K0.1%N/A0.001%
7/23/2025Vontobel Holding Ltd.3,105$1.45M0.0%-22.5%0.007%
7/23/2025Optas LLC575$269K0.1%N/A0.001%
7/23/2025Clear Creek Financial Management LLC912$427K0.0%-9.2%0.002%
7/23/2025Bar Harbor Wealth Management3,973$1.86M0.1%+8.9%0.009%
7/23/2025Venturi Wealth Management LLC559$262K0.0%N/A0.001%
7/23/2025Friedenthal Financial183$86K0.0%N/A0.000%
7/23/2025Shell Asset Management Co.3,552$1.66M0.1%+23.0%0.008%
7/23/2025Kingswood Wealth Advisors LLC722$338K0.0%-38.8%0.002%
7/23/2025KLP Kapitalforvaltning AS18,016$8.43M0.0%+7.8%0.040%
7/23/2025Country Club Bank4,709$2.16M0.1%-2.7%0.010%
7/23/2025Prime Capital Investment Advisors LLC851$398K0.0%+4.2%0.002%
7/23/2025Wormser Freres Gestion14,095$6.59M3.9%-2.1%0.031%
7/22/2025 Belpointe Asset Management LLC738$345K0.0%-48.0%0.002%
7/22/2025 Global Assets Advisory LLC1,200$568K0.2%-66.7%0.003%
7/22/2025 Highland Capital Management LLC13,866$6.49M0.4%-2.6%0.031%
7/21/2025 111 Capital4,024$1.88M0.3%+371.2%0.009%
7/21/2025 Hennessy Advisors Inc.6,500$3.04M0.1%-3.0%0.014%
7/21/2025 QRG Capital Management Inc.21,853$10.22M0.1%+73.8%0.049%
7/21/2025 Stock Yards Bank & Trust Co.469$219K0.0%N/A0.001%
7/21/2025 Ascent Group LLC844$395K0.0%N/A0.002%
7/21/2025 Ameritas Advisory Services LLC1,280$599K0.0%-8.4%0.003%
7/21/2025 DHJJ Financial Advisors Ltd.301$141K0.1%-7.4%0.001%
7/21/2025 Mattern Capital Management LLC2,199$1.03M0.1%+8.5%0.005%
7/21/2025 Mirae Asset Global Investments Co. Ltd.6,198$2.90M0.0%+1.7%0.014%
7/21/2025 J. Safra Sarasin Holding AG4,513$2.11M0.0%+167.8%0.010%
7/18/2025 AMI Asset Management Corp111,337$52.09M3.0%+20.4%0.248%
7/18/2025 Robeco Institutional Asset Management B.V.89,722$41.97M0.1%+112.4%0.200%
7/18/2025 TruNorth Capital Management LLC100$47K0.0%-64.2%0.000%
7/18/2025 OLD Point Trust & Financial Services N A3,215$1.50M0.6%-2.5%0.007%
7/18/2025 Institute for Wealth Management LLC.1,030$482K0.1%-3.1%0.002%
7/18/2025 Truist Financial Corp13,717$6.42M0.0%-2.7%0.031%
7/18/2025 Broadway Wealth Solutions Inc.731$342K0.2%-6.3%0.002%
7/18/2025 Donald L. Hagan LLC2,294$1.07M0.5%-8.1%0.005%
7/17/2025 Park Place Capital Corp60$28K0.0%-83.3%0.000%
7/17/2025 Poinciana Advisors Group LLC468$219K0.2%-20.4%0.001%
7/17/2025 HB Wealth Management LLC750$351K0.0%-27.3%0.002%
7/17/2025 Janney Capital Management LLC18,329$8.58M0.6%-1.9%0.041%
7/17/2025 Janney Montgomery Scott LLC18,440$8.63M0.0%-3.6%0.041%
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7/17/2025 GC Wealth Management RIA LLC2,472$1.16M0.1%N/A0.005%
7/17/2025 Rempart Asset Management Inc.34,117$15.96M3.1%-12.5%0.076%
7/17/2025 V Square Quantitative Management LLC1,382$647K0.1%-24.0%0.003%
7/17/2025 Sound Income Strategies LLC120$56K0.0%+103.4%0.000%
7/17/2025 Independence Bank of Kentucky206$96K0.0%-63.7%0.000%
7/17/2025 Financial Partners Group LLC468$219K0.1%N/A0.001%
7/17/2025 Tempus Wealth Planning LLC1,454$680K0.2%+15.9%0.003%
7/16/2025 Signaturefd LLC493$231K0.0%-26.3%0.001%
7/16/2025 ORG Partners LLC153$72K0.0%+17.7%0.000%
7/16/2025 State of Alaska Department of Revenue6,930$3.24M0.0%-4.9%0.015%
7/16/2025 Patton Fund Management Inc.573$268K0.2%N/A0.001%
7/16/2025 Kathmere Capital Management LLC1,413$661K0.1%+73.2%0.003%
7/16/2025 Evergreen Private Wealth LLC11,507$5.38M2.3%+9.4%0.026%
7/16/2025 Strategic Investment Solutions Inc. IL107$50K0.0%-56.0%0.000%
7/16/2025 CX Institutional424$198K0.0%+8.2%0.001%
7/16/2025 Hartford Investment Management Co.2,728$1.28M0.0%-3.6%0.006%
7/16/2025 Dakota Wealth Management4,013$1.88M0.0%+13.4%0.009%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH3,330$1.56M0.0%-65.3%0.007%
7/16/2025 Perigon Wealth Management LLC571$267K0.0%N/A0.001%
7/16/2025 Octavia Wealth Advisors LLC519$243K0.0%-43.8%0.001%
7/15/2025 Avaii Wealth Management LLC590$276K0.1%-13.0%0.001%
7/15/2025 Retireful LLC446$209K0.1%N/A0.001%
7/15/2025 TD Private Client Wealth LLC74$35K0.0%-38.3%0.000%
7/15/2025 Public Employees Retirement System of Ohio15,067$7.05M0.0%+5.7%0.034%
7/15/2025 Ballentine Partners LLC795$372K0.0%N/A0.002%
7/15/2025 Cigna Investments Inc. New452$212K0.0%N/A0.001%
7/15/2025 Fifth Third Bancorp5,227$2.45M0.0%+20.9%0.012%
7/15/2025 Forte Capital LLC ADV29,588$13.84M1.5%-0.2%0.066%
7/15/2025 GSB Wealth Management LLC456$213K0.1%N/A0.001%
7/14/2025 Gries Financial LLC569$266K0.0%N/A0.001%
7/14/2025 AdvisorNet Financial Inc342$160K0.0%-6.6%0.001%
7/14/2025 LaFleur & Godfrey LLC2,585$1.21M0.2%+4.0%0.006%
7/14/2025 Armstrong Advisory Group Inc.90$42K0.0%-56.3%0.000%
7/14/2025 GAMMA Investing LLC1,856$868K0.1%+53.4%0.004%
7/14/2025 Park Avenue Securities LLC2,358$1.10M0.0%+50.8%0.005%
7/14/2025 Sowell Financial Services LLC446$209K0.0%N/A0.001%
7/11/2025 Congress Park Capital LLC470$220K0.1%-64.4%0.001%
7/11/2025 Kaufman Rossin Wealth LLC768$359K0.2%+12.6%0.002%
7/11/2025 Farther Finance Advisors LLC860$402K0.0%+16.7%0.002%
7/11/2025 CX Institutional424$198K0.0%+8.2%0.001%
7/11/2025 UMB Bank n.a.241$113K0.0%+89.8%0.001%
7/11/2025 Wright Investors Service Inc.3,523$1.65M0.5%N/A0.008%
7/11/2025 Diversified Trust Co2,030$950K0.0%-19.0%0.005%
7/11/2025 Assenagon Asset Management S.A.19,282$9.02M0.0%-70.2%0.043%
7/11/2025 IFM Investors Pty Ltd8,779$4.11M0.0%-0.8%0.020%
7/10/2025 Contravisory Investment Management Inc.1,185$554K0.1%+23,600.0%0.003%
7/10/2025 Marshall Financial Group LLC444$211K0.0%N/A0.001%
7/10/2025 Park Capital Management LLC WI574$269K0.2%-27.8%0.001%
7/10/2025 Fulton Bank N.A.2,155$1.01M0.0%+48.3%0.005%
7/10/2025 NorthCrest Asset Manangement LLC3,348$1.60M0.0%+13.0%0.007%
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7/10/2025 Wealth Enhancement Advisory Services LLC14,029$6.70M0.0%+41.3%0.031%
7/10/2025 Bath Savings Trust Co2,888$1.35M0.1%-10.3%0.006%
7/10/2025 Mn Services Vermogensbeheer B.V.16,900$7.91M0.1%-4.5%0.038%
7/10/2025 Wedmont Private Capital857$408K0.0%+8.6%0.002%
7/10/2025 Swedbank AB545,050$254.99M0.3%+17.4%1.213%
7/10/2025 Secure Asset Management LLC862$403K0.1%N/A0.002%
7/10/2025 Baader Bank Aktiengesellschaft24,024$11.24M0.8%N/A0.053%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd5,942$2.78M0.0%-0.4%0.013%
7/9/2025 Sivia Capital Partners LLC997$466K0.1%N/A0.002%
7/9/2025 Chesley Taft & Associates LLC834$390K0.0%+3.0%0.002%
(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, 1,232 institutional investors and hedge funds held shares of Ulta Beauty. The most heavily invested institutionals were Triasima Portfolio Management inc. ($7.23B), BlackRock Inc. ($1.99B), Vanguard Group Inc. ($1.97B), State Street Corp ($900.01M), Morgan Stanley ($614.57M), Geode Capital Management LLC ($520.59M), and Jennison Associates LLC ($451.53M).Learn more on Ulta Beauty's institutional investors.

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

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

Which institutional investors have been buying Ulta Beauty's stock?

Of the 1,035 institutional investors that purchased Ulta Beauty's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.53M), Norges Bank ($1.09M), Jennison Associates LLC ($1.01M), Capital World Investors ($990.22K), Ontario Teachers Pension Plan Board ($923.83K), Holocene Advisors LP ($777.31K), and Price T Rowe Associates Inc. MD ($688.27K).

How much institutional buying is happening at Ulta Beauty?

Institutional investors have bought a total of 14,263,846 shares in the last 24 months. This purchase volume represents approximately $5.68B in transactions.

Which of Ulta Beauty's major shareholders have been selling company stock?

Of the 518 institutional investors that sold Ulta Beauty's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.24M), Ontario Teachers Pension Plan Board ($922.96K), T. Rowe Price Investment Management Inc. ($858.01K), Berkshire Hathaway Inc ($665.90K), Alyeska Investment Group L.P. ($350.01K), JPMorgan Chase & Co. ($324.89K), and Los Angeles Capital Management LLC ($271.01K).

How much institutional selling is happening at Ulta Beauty?

Institutional investors have sold a total of 9,940,556 shares in the last 24 months. This volume of shares sold represents approximately $4.05B in transactions.



This page (NASDAQ:ULTA) was last updated on 7/24/2025 by MarketBeat.com Staff
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