Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Buy ULTA Stock  Free ULTA Stock Alerts

Ulta Beauty (ULTA) Institutional Ownership

Ulta Beauty logo
$366.25 +4.79 (+1.33%)
As of 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
90.39%
Number of
Institutional Buyers
(last 12 months)
656
Total
Institutional Inflows
(last 12 months)
$4.75B
Number of
Institutional Sellers
(last 12 months)
478
Total
Institutional Outflows
(last 12 months)
$4.23B
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.

Skip Chart & View Institutional Buying and Selling Data

ULTA Institutional Buying and Selling by Quarter

Remove Ads

Ulta Beauty Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Central Bank & Trust Co.1,733$635K0.1%+90.6%0.004%
4/14/2025Park Avenue Securities LLC1,564$573K0.0%+15.8%0.003%
4/11/2025Gateway Investment Advisers LLC2,649$971K0.0%+34.9%0.006%
4/11/2025Independence Bank of Kentucky568$208K0.0%-57.5%0.001%
4/11/2025Congress Asset Management Co.973$357K0.0%N/A0.002%
4/11/2025Elk River Wealth Management LLC7,153$2.62M0.5%-1.1%0.016%
4/11/2025Procyon Advisors LLC707$259K0.0%+4.3%0.002%
4/11/2025E. Ohman J or Asset Management AB1,750$641K0.0%-28.6%0.004%
4/10/2025 Chesley Taft & Associates LLC810$297K0.0%+69.1%0.002%
4/10/2025 Lake Street Private Wealth LLC9,521$3.49M0.6%+8.3%0.021%
4/10/2025 Lifestyle Asset Management Inc.2,586$948K0.5%-8.1%0.006%
4/10/2025 Romano Brothers AND Company11,877$4.35M0.6%-1.4%0.026%
4/9/2025 Fulton Bank N.A.1,453$533K0.0%-40.4%0.003%
4/9/2025 HBW Advisory Services LLC6,208$2.28M0.3%-4.2%0.014%
4/9/2025 Merit Financial Group LLC2,738$1.00M0.0%+193.8%0.006%
4/9/2025 Harbor Investment Advisory LLC738$271K0.0%-6.2%0.002%
4/9/2025 Gradient Investments LLC4,261$1.56M0.0%-7.2%0.009%
4/9/2025 NBC Securities Inc.103$37K0.0%N/A0.000%
4/9/2025 Douglas Lane & Associates LLC2,022$741K0.0%-4.1%0.004%
4/9/2025 American National Bank & Trust79$29K0.0%N/A0.000%
4/9/2025 Czech National Bank10,651$3.90M0.0%+4.3%0.024%
4/8/2025 Rhumbline Advisers99,839$36.60M0.0%+8.0%0.220%
4/8/2025 J2 Capital Management Inc759$278K0.3%-30.8%0.002%
4/8/2025 Fulcrum Capital LLC18,217$6.68M1.5%+0.4%0.040%
4/8/2025 LVM Capital Management Ltd. MI1,640$601K0.1%N/A0.004%
4/8/2025 Parallel Advisors LLC438$161K0.0%+40.8%0.001%
4/7/2025 GAMMA Investing LLC443,513$162.57M0.0%+38,770.6%0.979%
4/7/2025 AdvisorNet Financial Inc366$134K0.0%-45.4%0.001%
4/7/2025 Bath Savings Trust Co3,221$1.18M0.1%-11.2%0.007%
4/3/2025 Versant Capital Management Inc545$200K0.0%+450.5%0.001%
4/3/2025 First Hawaiian Bank3,087$1.13M0.1%+20.2%0.007%
4/2/2025 Kera Capital Partners Inc.732$268K0.1%N/A0.002%
4/2/2025 Rempart Asset Management Inc.38,975$14.29M2.9%+3.0%0.084%
4/1/2025 MassMutual Private Wealth & Trust FSB118$43K0.0%+35.6%0.000%
3/24/2025Wellington Management Group LLP4,111$1.79M0.0%-27.0%0.009%
3/21/2025Fairtree Asset Management Pty Ltd1,536$668K0.6%N/A0.003%
3/18/2025California State Teachers Retirement System73,919$32.15M0.0%-1.2%0.159%
3/14/2025Lansforsakringar Fondforvaltning AB publ 15,095$6.57M0.1%N/A0.033%
3/10/2025Mattson Financial Services LLC327$142K0.0%-65.2%0.001%
3/5/2025Berkeley Inc10,440$4.54M2.3%-12.1%0.023%
Tariffs. Volatility. Fear. Here’s the Plan. (Ad)

Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the headlines, I get it. The financial media is screaming — and the fear is real. But let's be clear: Hitting the refresh button won't protect your portfolio. Having a plan will.

Because in a moment like this, clarity is everything. And once you have it…the fear loses its grip.
3/4/2025Siemens Fonds Invest GmbH11,851$5.15M0.2%+1,015.9%0.026%
3/3/2025GHE LLC4,076$1.77M0.7%+17.9%0.009%
2/28/2025Park Square Financial Group LLC283$123K0.1%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH169,637$73.78M0.1%N/A0.366%
2/27/2025Jefferies Financial Group Inc.2,629$1.14M0.0%-56.5%0.006%
2/25/2025B. Riley Wealth Advisors Inc.2,335$1.02M0.0%-25.6%0.005%
2/25/2025Polar Asset Management Partners Inc.30,400$13.22M0.1%N/A0.066%
2/20/2025Mackenzie Financial Corp13,958$6.07M0.0%+12.7%0.030%
2/20/2025Forum Financial Management LP620$270K0.0%+7.1%0.001%
2/20/2025Wormser Freres Gestion14,405$6.31M3.8%-1.1%0.031%
2/19/2025Toronto Dominion Bank25,252$10.98M0.0%-25.3%0.054%
2/19/2025Parr Mcknight Wealth Management Group LLC2,544$1.11M0.2%N/A0.005%
2/19/2025Public Employees Retirement System of Ohio16,157$7.03M0.0%-13.7%0.035%
2/18/2025Headinvest LLC3,810$1.66M0.3%-9.6%0.008%
2/18/2025Poehling Capital Management INC.2,702$1.18M0.3%N/A0.006%
2/18/2025Novem Group2,010$874K0.1%N/A0.004%
2/18/2025Mpwm Advisory Solutions LLC121$53K0.0%N/A0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC437,809$190.42M0.0%+10.7%0.944%
2/17/2025USS Investment Management Ltd11,152$4.85M0.0%-27.9%0.024%
2/17/2025Williams Jones Wealth Management LLC.850$370K0.0%-38.4%0.002%
2/17/2025Woodline Partners LP2,829$1.23M0.0%N/A0.006%
2/17/2025Zurich Insurance Group Ltd FI83,794$36.45M0.3%N/A0.181%
2/17/2025Vident Advisory LLC1,160$505K0.0%+120.5%0.003%
2/17/2025Tidal Investments LLC3,674$1.60M0.0%+34.9%0.008%
2/17/2025Teza Capital Management LLC2,876$1.25M0.2%+103.8%0.006%
2/17/2025Tang Capital Management LLC2,699$1.17M0.1%N/A0.006%
2/17/2025Toronto Dominion Bank25,252$10.98M0.0%-25.3%0.054%
2/17/2025Shellback Capital LP22,000$9.57M0.7%N/A0.047%
2/17/2025Siemens Fonds Invest GmbH11,851$5.15M0.3%+1,015.9%0.026%
2/17/2025Shell Asset Management Co.3,089$1.34M0.1%-9.6%0.007%
2/17/2025Silvercrest Asset Management Group LLC36,456$15.86M0.1%-42.2%0.079%
2/17/2025Royal Bank of Canada139,395$60.63M0.0%+7.5%0.301%
2/17/2025Rafferty Asset Management LLC5,342$2.32M0.0%+5.5%0.012%
2/17/2025Polar Asset Management Partners Inc.30,400$13.22M0.2%N/A0.066%
2/17/2025ProShare Advisors LLC6,838$2.97M0.0%+13.7%0.015%
2/17/2025Quantinno Capital Management LP11,802$5.13M0.1%+14.0%0.025%
2/17/2025Mufg Securities Americas Inc.696$303K0.0%N/A0.002%
2/17/2025Man Group plc205,503$89.38M0.2%+65.2%0.443%
2/17/2025Nissay Asset Management Corp Japan ADV17,421$7.70M0.0%+13.7%0.038%
2/17/2025Nomura Holdings Inc.17,176$7.47M0.0%-25.3%0.037%
2/17/2025Nuveen Asset Management LLC146,920$63.90M0.0%-1.0%0.317%
2/17/2025OMERS ADMINISTRATION Corp24,519$10.66M0.1%-6.4%0.053%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,310$6.22M0.0%+174.5%0.031%
2/17/2025LMR Partners LLP51,800$22.53M0.2%N/A0.112%
2/17/2025Logan Capital Management Inc.3,060$1.33M0.1%-8.9%0.007%
2/17/2025LRT Capital Management LLC765$333K0.3%N/A0.002%
2/17/2025Interval Partners LP6,263$2.72M0.1%N/A0.014%
2/17/2025Investment Management Corp of Ontario1,294$563K0.0%-18.8%0.003%
2/17/2025Janus Henderson Group PLC6,267$2.73M0.0%-1.4%0.014%
2/17/2025Jefferies Financial Group Inc.2,629$1.14M0.0%-56.5%0.006%
Tariffs. Volatility. Fear. Here’s the Plan. (Ad)

Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the headlines, I get it. The financial media is screaming — and the fear is real. But let's be clear: Hitting the refresh button won't protect your portfolio. Having a plan will.

Because in a moment like this, clarity is everything. And once you have it…the fear loses its grip.
2/17/2025Global Assets Advisory LLC1,209$519K0.3%N/A0.003%
2/17/2025Gotham Asset Management LLC27,555$11.98M0.1%-2.5%0.059%
2/17/2025Focus Partners Wealth1,129$491K0.0%-38.2%0.002%
2/17/2025Eisler Capital Management Ltd.9,460$4.07M0.0%N/A0.020%
2/17/2025Ethic Inc.1,974$859K0.0%-43.8%0.004%
2/17/2025Ensign Peak Advisors Inc78,303$34.06M0.1%-1.1%0.169%
2/17/2025Fiduciary Trust Co8,019$3.49M0.0%-23.8%0.017%
2/17/2025Citizens Business Bank8,235$3.58M0.7%+16.4%0.018%
2/17/2025Deutsche Bank AG655,561$285.12M0.1%+1.4%1.414%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main10,660$4.64M0.0%+307.3%0.023%
(Data available from 1/1/2016 forward)

Remove Ads

ULTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULTA shares?

During the previous two years, 1,252 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. ($2.38B), BlackRock Inc. ($1.99B), State Street Corp ($900.01M), Arrowstreet Capital Limited Partnership ($653.71M), Morgan Stanley ($614.57M), and Geode Capital Management LLC ($520.59M).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 1,054 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. ($2.30M), Bank Julius Baer & Co. Ltd Zurich ($2.03M), International Assets Investment Management LLC ($1.53M), Norges Bank ($1.09M), Jennison Associates LLC ($1.03M), Capital World Investors ($990.22K), and Ontario Teachers Pension Plan Board ($923.83K).

How much institutional buying is happening at Ulta Beauty?

Institutional investors have bought a total of 26,290,290 shares in the last 24 months. This purchase volume represents approximately $12.04B in transactions.

Which Ulta Beauty major shareholders have been selling company stock?

Of the 729 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. ($2.33M), International Assets Investment Management LLC ($1.24M), FMR LLC ($884.80K), T. Rowe Price Investment Management Inc. ($858.01K), Price T Rowe Associates Inc. MD ($732.43K), Berkshire Hathaway Inc ($665.90K), and Massachusetts Financial Services Co. MA ($536.66K).

How much institutional selling is happening at Ulta Beauty?

Institutional investors have sold a total of 19,130,692 shares in the last 24 months. This volume of shares sold represents approximately $8.57B in transactions.


Related Companies

This page (NASDAQ:ULTA) was last updated on 4/14/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored
The Last Time This Happened, Americans Lost Billions
Wall Street leaders just held a secret meeting in Las Vegas. What they discussed mirrors 2006 — and the warnin...
Banyan Hill Publishing | Sponsored
Catastrophic
The losses are catastrophic... $760 billion wiped off the Magnificent 7, in a single day.
InvestorPlace | Sponsored
Trump’s betrayal exposed
Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you re...
Porter & Company | Sponsored
Trump 2028 could be a “bonanza” for investors
As you may have heard, Donald Trump is planning to run for a THIRD term in 2028. Recently he told NBC news ...
Paradigm Press | Sponsored