Ulta Beauty (ULTA) Institutional Ownership

$369.46

+6.16 (+1.70%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 90.39%
Number of Institutional Buyers (last 12 months): 634
Total Institutional Inflows (last 12 months): $4.74B

Number of Institutional Sellers (last 12 months): 457
Total Institutional Outflows (last 12 months): $4.43B

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ULTA Institutional Buying and Selling by Quarter

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Ulta Beauty Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Jessup Wealth Management Inc	611	$236K	0.1%	+50.1%	0.001%
7/26/2024	Argonautica Private Wealth Management Inc.	824	$318K	0.1%	N/A	0.002%
7/26/2024	Patriot Financial Group Insurance Agency LLC	1,475	$569K	0.1%	-53.2%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	5,534	$2.14M	0.0%	-6.4%	0.012%
7/26/2024	Groesbeck Investment Management Corp NJ	1,480	$571K	0.8%	+22.8%	0.003%
7/26/2024	Skylands Capital LLC	7,090	$2.74M	0.4%	+7,777.8%	0.015%
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7/26/2024	Access Investment Management LLC	355	$137K	0.0%	N/A	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	3,354	$1.29M	0.0%	-95.9%	0.007%
7/26/2024	State of Michigan Retirement System	15,253	$5.89M	0.0%	-4.4%	0.032%
7/26/2024	Callan Family Office LLC	1,052	$406K	0.1%	N/A	0.002%
7/26/2024	Bailard Inc.	4,351	$1.68M	0.0%	-5.7%	0.009%
7/26/2024	Bank of New York Mellon Corp	307,999	$118.85M	0.0%	-3.9%	0.645%
7/26/2024	Alta Capital Management LLC	624	$241K	0.0%	-10.5%	0.001%
7/25/2024	Raymond James Trust N.A.	3,656	$1.41M	0.0%	+3.6%	0.008%
7/25/2024	WD Rutherford LLC	2,827	$1.09M	0.5%	-33.2%	0.006%
7/25/2024	Highland Capital Management LLC	20,894	$8.06M	0.5%	+0.6%	0.044%
7/25/2024	Independence Bank of Kentucky	1,718	$663K	0.2%	+16.6%	0.004%
7/25/2024	Clear Creek Financial Management LLC	803	$310K	0.0%	+14.2%	0.002%
7/25/2024	Mn Services Vermogensbeheer B.V.	19,100	$7.37M	0.1%	-3.0%	0.040%
7/25/2024	North Growth Management Ltd.	20,000	$7.86M	1.5%	+66.7%	0.042%
7/25/2024	AMI Asset Management Corp	102,075	$39.39M	2.1%	-2.0%	0.214%
7/24/2024	Keynote Financial Services LLC	789	$304K	0.3%	+46.4%	0.002%
7/24/2024	Retirement Systems of Alabama	10,574	$4.08M	0.0%	-1.3%	0.022%
7/24/2024	Avitas Wealth Management LLC	1,267	$489K	0.1%	-5.6%	0.003%
7/24/2024	JB Capital LLC	6,806	$2.63M	0.2%	N/A	0.014%
7/24/2024	New York State Teachers Retirement System	54,189	$20.91M	0.0%	+5.0%	0.114%
7/24/2024	Eagle Ridge Investment Management	60,737	$23.44M	2.2%	-0.1%	0.127%
7/24/2024	Louisiana State Employees Retirement System	2,700	$1.04M	0.0%	-3.6%	0.006%
7/23/2024	Geneos Wealth Management Inc.	9,799	$3.78M	0.2%	+2.1%	0.021%
7/23/2024	Hennessy Advisors Inc.	5,600	$2.16M	0.1%	-1.8%	0.012%
7/23/2024	Oak Family Advisors LLC	1,871	$722K	0.2%	N/A	0.004%
7/23/2024	Richard W. Paul & Associates LLC	2,096	$809K	0.3%	+8.9%	0.004%
7/23/2024	Griffin Asset Management Inc.	11,432	$4.41M	0.5%	+3.3%	0.024%
7/23/2024	RMR Wealth Builders	3,627	$1.40M	0.2%	+23.0%	0.008%
7/23/2024	Rockland Trust Co.	577	$223K	0.0%	N/A	0.001%
7/23/2024	Harvey Investment Co. LLC	53,517	$20.65M	2.5%	+8.9%	0.112%
7/22/2024	Pacific Wealth Strategies Group Inc.	3,470	$1.34M	1.1%	-2.4%	0.007%
7/22/2024	Atria Wealth Solutions Inc.	2,144	$827K	0.0%	-13.4%	0.004%
7/22/2024	Lynch Asset Management Inc.	5,450	$2.10M	0.9%	+38.0%	0.011%
7/22/2024	Fifth Third Bancorp	4,359	$1.68M	0.0%	-1.4%	0.009%
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7/22/2024	Investment House LLC	2,447	$944K	0.1%	N/A	0.005%
7/22/2024	Ayrshire Capital Management LLC	10,154	$3.92M	2.0%	+1.1%	0.021%
7/22/2024	Running Oak Capital LLC	18,712	$7.22M	1.3%	-9.7%	0.039%
7/22/2024	Summit Global Investments	5,795	$2.24M	0.2%	N/A	0.012%
7/22/2024	Chevy Chase Trust Holdings LLC	26,177	$10.10M	0.0%	-2.7%	0.055%
7/22/2024	Sanibel Captiva Trust Company Inc.	7,939	$3.06M	0.1%	-3.5%	0.017%
7/22/2024	Dakota Wealth Management	3,825	$1.48M	0.0%	-4.4%	0.008%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	711	$274K	0.0%	-60.2%	0.001%
7/20/2024	First Horizon Advisors Inc.	319	$123K	0.0%	-15.8%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	42,666	$16.46M	0.0%	-17.9%	0.089%
7/20/2024	Nisa Investment Advisors LLC	7,844	$3.03M	0.0%	-30.6%	0.016%
7/19/2024	Central Bank & Trust Co.	964	$372K	0.1%	+245.5%	0.002%
7/19/2024	Lifestyle Asset Management Inc.	2,056	$793K	0.5%	-1.3%	0.004%
7/19/2024	Vista Investment Partners LLC	6,529	$2.52M	0.8%	+2.4%	0.014%
7/19/2024	Raymond James & Associates	45,262	$17.47M	0.0%	-14.1%	0.095%
7/19/2024	Hedeker Wealth LLC	6,543	$2.53M	0.7%	+6.6%	0.014%
7/19/2024	OFI Invest Asset Management	46,372	$16.70M	0.4%	-4.3%	0.097%
7/19/2024	Oakworth Capital Inc.	94	$36K	0.0%	N/A	0.000%
7/19/2024	Boston Trust Walden Corp	25,517	$9.85M	0.1%	+2.0%	0.053%
7/19/2024	Accordant Advisory Group Inc	1,647	$636K	0.6%	+17.4%	0.003%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	110,222	$42.53M	0.0%	-8.9%	0.231%
7/19/2024	TCW Group Inc.	159,497	$61.55M	0.6%	+5.6%	0.334%
7/18/2024	Gradient Investments LLC	9,939	$3.84M	0.1%	+30.6%	0.021%
7/18/2024	Lakewood Asset Management LLC	3,047	$1.18M	0.8%	N/A	0.006%
7/18/2024	Blue Trust Inc.	196	$76K	0.0%	+653.8%	0.000%
7/18/2024	Rappaport Reiches Capital Management LLC	782	$302K	0.1%	-18.6%	0.002%
7/18/2024	Baker Tilly Wealth Management LLC	681	$263K	0.1%	-71.3%	0.001%
7/18/2024	TruNorth Capital Management LLC	100	$39K	0.0%	N/A	0.000%
7/18/2024	Portside Wealth Group LLC	794	$306K	0.1%	-9.5%	0.002%
7/18/2024	Assenagon Asset Management S.A.	87,049	$33.59M	0.1%	+152.7%	0.182%
7/18/2024	Swedbank AB	240,191	$92.68M	0.1%	+107.0%	0.503%
7/17/2024	Quantum Private Wealth LLC	2,651	$1.02M	0.4%	-16.4%	0.006%
7/17/2024	Bar Harbor Wealth Management	3,596	$1.39M	0.1%	+10.0%	0.008%
7/17/2024	Trivant Custom Portfolio Group LLC	3,015	$1.16M	0.7%	-40.8%	0.006%
7/17/2024	J.Safra Asset Management Corp	110	$42K	0.0%	N/A	0.000%
7/17/2024	AlphaMark Advisors LLC	1,282	$495K	0.2%	+4.0%	0.003%
7/17/2024	Courant Investment Management LLC	11,000	$4.25M	4.0%	N/A	0.023%
7/17/2024	Robbins Farley	7,572	$2.92M	1.6%	+25.2%	0.016%
7/17/2024	SteelPeak Wealth LLC	2,133	$823K	0.0%	-27.9%	0.004%
7/17/2024	AdvisorNet Financial Inc	695	$268K	0.0%	+5.0%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,188	$844K	0.0%	-16.9%	0.005%
7/16/2024	PGGM Investments	3,373	$1.30M	0.0%	-12.8%	0.007%
7/16/2024	Tsfg LLC	466	$180K	0.0%	+1,065.0%	0.001%
7/16/2024	V Square Quantitative Management LLC	1,306	$504K	0.1%	+30.3%	0.003%
7/16/2024	Great Valley Advisor Group Inc.	1,390	$537K	0.0%	+3.7%	0.003%
7/16/2024	NorthCrest Asset Manangement LLC	2,641	$1.02M	0.0%	+3.2%	0.006%
7/16/2024	Diversified Trust Co	2,855	$1.10M	0.0%	+81.2%	0.006%
7/16/2024	Wedmont Private Capital	849	$351K	0.0%	-14.5%	0.002%
7/16/2024	Cooper Financial Group	690	$266K	0.0%	+66.3%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	3,287	$1.27M	0.0%	+5.9%	0.007%
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7/15/2024	Dynamic Advisor Solutions LLC	826	$319K	0.0%	+28.5%	0.002%
7/15/2024	Granite Bay Wealth Management LLC	1,323	$538K	0.0%	N/A	0.003%
7/15/2024	RFG Advisory LLC	537	$207K	0.0%	+35.9%	0.001%
7/15/2024	Securian Asset Management Inc.	2,691	$1.04M	0.0%	-6.9%	0.006%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	86	$33K	0.0%	-94.6%	0.000%
7/15/2024	Czech National Bank	9,135	$3.53M	0.0%	+6.9%	0.019%
7/12/2024	Congress Park Capital LLC	1,470	$567K	0.2%	+157.9%	0.003%
7/12/2024	Gateway Investment Advisers LLC	6,833	$2.64M	0.0%	+2.5%	0.014%
7/12/2024	Optimum Investment Advisors	205	$79K	0.0%	+95.2%	0.000%
7/12/2024	QRG Capital Management Inc.	18,981	$7.32M	0.1%	-23.2%	0.040%

(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, 1,148 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. ($2.90B), 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), FMR LLC ($666.11K), Morgan Stanley ($556.81K), and Norges Bank ($537.14K).

How much institutional buying is happening at Ulta Beauty?: Institutional investors have bought a total of 24,066,502 shares in the last 24 months. This purchase volume represents approximately $11.13B in transactions.
Which Ulta Beauty major shareholders have been selling company stock?: Of the 681 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. ($2.31M), FMR LLC ($884.80K), Alecta Tjanstepension Omsesidigt ($729.20K), Price T Rowe Associates Inc. MD ($704.02K), Macquarie Group Ltd. ($454.36K), Wellington Management Group LLP ($433.98K), and Lazard Asset Management LLC ($380.76K).
How much institutional selling is happening at Ulta Beauty?: Institutional investors have sold a total of 15,802,230 shares in the last 24 months. This volume of shares sold represents approximately $7.23B in transactions.