Free Trial

Ulta Beauty (ULTA) Institutional Ownership

Ulta Beauty logo
$570.37 +6.16 (+1.09%)
Closing price 04:00 PM Eastern
Extended Trading
$570.20 -0.17 (-0.03%)
As of 04:32 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 Massive. 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)
666
Total
Institutional Inflows
(last 12 months)
$7.69B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$2.78B
Get ULTA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Ulta Beauty stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
10/9/2026Wedmont Private Capital1,067$602K0.0%+17.0%0.002%
10/9/2026Central Bank & Trust Co.1,742$951K0.1%+1.5%0.004%
10/9/2026Douglas Lane & Associates LLC575$314K0.0%-4.3%0.001%
10/9/2026GAMMA Investing LLC2,381$1.30M0.0%+20.9%0.006%
10/8/2026Invariant Investment Management1,827$993K0.6%+2.1%0.004%
10/8/2026Farther Finance Advisors LLC1,037$566K0.0%-4.3%0.002%
10/8/2026Gradient Investments LLC6,123$3.34M0.0%-22.8%0.014%
10/7/2026Elevation Wealth Partners LLC66$36K0.0%+46.7%0.000%
10/7/2026Bath Savings Trust Co2,509$1.37M0.1%-10.1%0.006%
10/6/2026Moody National Bank Trust Division1,730$945K0.1%+5.6%0.004%
9/23/2026QRG Capital Management Inc.3,391$1.53M0.0%-51.6%0.008%
9/23/2026Envestnet Asset Management Inc.52,756$23.79M0.0%-23.7%0.123%
9/22/2026State Street Corp2,024,623$913.06M0.0%+1.1%4.735%
9/9/2026The Manufacturers Life Insurance Company21,817$9.84M0.0%-7.1%0.051%
9/9/2026Sequoia Financial Advisors LLC2,309$1.04M0.0%-27.9%0.005%
9/9/2026Tidal Investments LLC17,553$7.92M0.0%+34.6%0.041%
9/9/2026National Pension Service33,858$15.27M0.0%-68.5%0.079%
9/9/2026WINTON GROUP Ltd2,727$1.23M0.0%-69.6%0.006%
9/9/2026Engineers Gate Manager LP797$359K0.0%-80.2%0.002%
9/9/2026NorthRock Partners LLC1,084$489K0.0%-24.9%0.003%
9/9/2026Integrated Wealth Concepts LLC1,611$727K0.0%-56.2%0.004%
9/9/2026NewEdge Advisors LLC14,468$6.53M0.0%-2.0%0.034%
9/9/2026Hedeker Wealth LLC7,548$3.40M0.6%-4.4%0.018%
9/9/2026IFP Advisors Inc822$371K0.0%-34.8%0.002%
9/9/2026Baird Financial Group Inc.14,868$6.71M0.0%+0.4%0.035%
9/8/2026Allworth Financial LP599$270K0.0%-22.8%0.001%
9/8/2026Arizona State Retirement System12,540$5.66M0.0%+4.0%0.029%
9/8/2026Waverly Advisors LLC737$333K0.0%-15.0%0.002%
9/8/2026Empirical Finance LLC1,798$811K0.0%+3.0%0.004%
9/8/2026Nykredit A S26,288$11.86M0.0%N/A0.061%
9/3/2026Anchor Capital Advisors LLC727$328K0.0%-6.4%0.002%
9/2/2026Allianz Asset Management GmbH133,471$66.67M0.0%+9.3%0.312%
8/27/2026Corient Private Wealth LP10,330$4.66M0.0%-16.0%0.024%
8/26/2026Amundi544,686$245.64M0.1%+14.3%1.267%
8/26/2026Wellington Grp LLC1,635$737K0.2%+60.9%0.004%
8/26/2026HighTower Advisors LLC59,023$26.62M0.0%-3.5%0.137%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al73,220$33.02M0.2%N/A0.170%
8/24/2026Strategic Financial Services Inc.2,094$944K0.0%-4.1%0.005%
8/23/2026Ameritas Advisory Services LLC1,134$511K0.0%N/A0.003%
8/23/2026Wedmont Private Capital912$428K0.0%-7.5%0.002%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
8/23/2026HB Wealth Management LLC1,129$509K0.0%-31.7%0.003%
8/23/2026Saudi Central Bank3,062$1.38M0.0%+87.0%0.007%
8/22/2026Munich Reinsurance Co Stock Corp in Munich6,781$3.06M0.1%+3,506.9%0.016%
8/22/2026Baypointe Partners LLC15,000$6.77M16.2%N/A0.035%
8/22/2026Raiffeisen Bank International AG3,145$1.44M0.0%+9,728.1%0.007%
8/22/2026Syon Capital LLC1,427$644K0.0%-35.9%0.003%
8/22/2026denkapparat Operations GmbH2,460$1.11M0.4%+43.9%0.006%
8/22/2026Concurrent Investment Advisors LLC3,583$1.62M0.0%+0.6%0.008%
8/22/2026NEOS Investment Management LLC6,916$3.12M0.0%+14.1%0.016%
8/21/2026AXQ Capital LP1,873$845K0.1%N/A0.004%
8/21/2026iSAM Funds UK Ltd640$289K0.2%N/A0.001%
8/21/2026Nykredit A S26,288$11.86M0.0%N/A0.061%
8/21/2026B. Metzler seel. Sohn & Co. AG2,467$1.11M0.0%-8.0%0.006%
8/21/2026Draper Asset Management LLC10,579$4.77M2.4%N/A0.025%
8/21/2026SkyOak Wealth LLC1,463$660K0.1%+46.0%0.003%
8/21/2026Tsfg LLC59$27K0.0%-84.9%0.000%
8/21/2026Secure Asset Management LLC661$298K0.0%-24.8%0.002%
8/20/2026Rehmann Capital Advisory Group965$435K0.0%+4.1%0.002%
8/20/2026Oarsman Capital Inc.670$302K0.0%-2.9%0.002%
8/20/2026Headlands Technologies LLC1,899$856K0.1%N/A0.004%
8/20/2026Quantitative Investment Management LLC11,338$5.11M0.6%+498.3%0.026%
8/20/2026Sigma Planning Corp833$376K0.0%+9.3%0.002%
8/20/2026Alyeska Investment Group L.P.538,961$243.06M0.6%+14.0%1.254%
8/20/2026Northwestern Mutual Wealth Management Co.1,949$879K0.0%-3.1%0.005%
8/20/2026Wedbush Securities Inc.6,277$2.83M0.1%-1.5%0.015%
8/20/2026Sheets Smith Wealth Management12,694$5.73M0.6%-8.4%0.030%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC388,586$175.25M0.0%-1.1%0.904%
8/19/2026New Mexico Educational Retirement Board2,300$1.04M0.0%+15.0%0.005%
8/19/2026Royal London Asset Management Ltd.21,793$9.83M0.0%-36.3%0.051%
8/19/2026Mufg Securities Americas Inc.1,312$592K0.0%+6.8%0.003%
8/19/2026Van ECK Associates Corp16,829$7.59M0.0%-3.2%0.039%
8/19/2026Nissay Asset Management Corp Japan27,361$12.34M0.1%-51.4%0.064%
8/19/2026Hsbc Holdings PLC211,826$95.45M0.0%+43.2%0.493%
8/19/2026Wellington Management Group LLP4,594$2.07M0.0%+3.7%0.011%
8/19/2026Archer Investment Corp124$56K0.0%N/A0.000%
8/19/2026Kingsview Wealth Management LLC3,651$1.65M0.0%N/A0.008%
8/18/2026Beacon Pointe Advisors LLC18,429$8.31M0.0%N/A0.043%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt886$399K0.0%N/A0.002%
8/18/2026Glenview Trust Co3,904$1.76M0.0%N/A0.009%
8/18/2026Empowered Funds LLC21,677$9.78M0.1%N/A0.050%
8/18/2026United Capital Financial Advisors LLC2,878$1.30M0.0%N/A0.007%
8/18/2026Lifetime Wealth Management P.C.4,102$1.85M1.1%N/A0.010%
8/18/2026Caitlin John LLC1,938$874K0.5%N/A0.005%
8/18/2026Equitable Holdings Inc.1,195$539K0.0%N/A0.003%
8/18/2026Jefferies Financial Group Inc.1,857$838K0.0%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio14,336$6.47M0.0%N/A0.033%
8/17/2026Capstone Investment Advisors LLC5,128$2.31M0.0%N/A0.012%
8/17/2026Redwood Investment Management LLC2,607$1.18M0.1%N/A0.006%
8/17/2026Corient Private Wealth LP11,185$5.04M0.0%N/A0.026%
8/17/2026Punch & Associates Investment Management Inc.19,723$8.90M0.4%N/A0.046%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
8/17/2026Parallax Volatility Advisers L.P.473$213K0.0%N/A0.001%
8/17/2026Permanens Capital L.P.19,827$8.94M0.9%N/A0.046%
8/17/2026Ausdal Financial Partners Inc.844$381K0.0%N/A0.002%
8/17/2026Bank of America Corp DE576,949$260.19M0.0%N/A1.342%
8/15/2026Freestone Grove Partners LP76,098$34.32M0.2%N/A0.177%
8/15/2026Caisse de depot et placement du Quebec87,677$39.54M0.1%N/A0.204%
8/15/2026Man Group plc24,898$11.23M0.0%N/A0.058%
8/15/2026Roberts Glore & Co. Inc. IL1,088$491K0.1%N/A0.003%
8/15/2026Polar Asset Management Partners Inc.488$220K0.0%N/A0.001%
8/15/2026Jupiter Topco LLC5,440$2.45M0.0%N/A0.013%


ULTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,226 institutional investors and hedge funds held shares of Ulta Beauty. The most heavily invested institutionals were Vanguard Group Inc. ($3.25B), BlackRock Inc. ($1.82B), State Street Corp ($913.06M), Geode Capital Management LLC ($747.59M), Sanders Capital LLC ($690.99M), Morgan Stanley ($659.84M), and Price T Rowe Associates Inc. MD ($599.62M).Learn more on Ulta Beauty's institutional investors.

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

Of the 1,051 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: BlackRock Inc. ($4.03M), Norges Bank ($1.82M), Diamant Asset Management Inc. ($1.47M), International Assets Investment Management LLC ($1.24M), Capital World Investors ($990.22K), Ontario Teachers Pension Plan Board ($924.17K), and Price T Rowe Associates Inc. MD ($688.27K).

Institutional investors have bought a total of 15,143,983 shares in the last 24 months. This purchase volume represents approximately $7.69B in transactions.

Of the 460 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: T. Rowe Price Investment Management Inc. ($333.60K), Interval Partners LP ($254.51K), Deutsche Bank AG ($224.91K), Champlain Investment Partners LLC ($213.00K), Andra AP fonden ($200.80K), Marshall Wace LLP ($200.39K), and AQR Capital Management LLC ($179.30K).

Institutional investors have sold a total of 4,905,213 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.



Institutional ownership data for NASDAQ:ULTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners