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Ulta Beauty (ULTA) Institutional Ownership

Ulta Beauty logo
$405.01 -8.32 (-2.01%)
As of 01/17/2025 04:00 PM Eastern
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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)
594
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
410
Total
Institutional Outflows
(last 12 months)
$2.89B
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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
1/17/2025Lifestyle Asset Management Inc.2,815$1.22M0.7%+16.8%0.006%
1/17/2025Secure Asset Management LLC622$271K0.0%N/A0.001%
1/17/2025Wendell David Associates Inc.2,065$898K0.1%-8.0%0.004%
1/17/2025Wesbanco Bank Inc.3,374$1.47M0.1%-31.2%0.007%
1/17/2025Janney Montgomery Scott LLC23,856$10.38M0.0%-17.6%0.051%
1/17/2025Bartlett & CO. Wealth Management LLC105$46K0.0%-19.2%0.000%
1/17/2025SG Americas Securities LLC4,444$1.93M0.0%-88.3%0.010%
1/17/2025Park Place Capital Corp360$157K0.0%-29.1%0.001%
1/17/2025Janney Capital Management LLC18,911$8.23M0.5%-3.3%0.041%
1/17/2025Daymark Wealth Partners LLC995$433K0.0%-13.1%0.002%
1/17/2025Advisory Alpha LLC495$215K0.0%N/A0.001%
1/17/2025Dakota Wealth Management2,726$1.19M0.0%-92.1%0.006%
1/17/2025Nisa Investment Advisors LLC7,926$3.45M0.0%-1.1%0.017%
1/17/2025Simon Quick Advisors LLC466$203K0.0%N/A0.001%
1/17/2025Sheets Smith Wealth Management19,287$8.39M1.0%-3.8%0.042%
1/17/2025Perfromance Wealth Partners LLC3,225$1.40M0.0%-3.7%0.007%
1/17/2025Octavia Wealth Advisors LLC837$364K0.0%+43.8%0.002%
1/17/2025AMI Asset Management Corp97,455$42.39M2.3%-1.4%0.210%
1/17/2025Chesley Taft & Associates LLC479$208K0.0%N/A0.001%
1/16/2025Legal Advantage Investments Inc.3,730$1.62M0.9%-3.2%0.008%
1/16/2025Crossmark Global Holdings Inc.2,196$955K0.0%+53.4%0.005%
1/16/2025Harbor Investment Advisory LLC787$342K0.0%+8.6%0.002%
1/16/2025LaFleur & Godfrey LLC2,455$1.07M0.1%+32.1%0.005%
1/16/2025Romano Brothers AND Company12,047$5.24M0.7%+25.4%0.026%
1/15/2025 J2 Capital Management Inc1,097$477K0.4%N/A0.002%
1/15/2025 Aaron Wealth Advisors LLC488$212K0.0%-11.6%0.001%
1/15/2025 Ameritas Advisory Services LLC1,367$594K0.0%-7.6%0.003%
1/15/2025 HB Wealth Management LLC706$307K0.0%-23.1%0.002%
1/15/2025 Trust Co. of Vermont144$63K0.0%+60.0%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.6,122$2.66M0.1%-8.5%0.013%
1/15/2025 Integrated Investment Consultants LLC11,855$5.16M0.1%+3.0%0.026%
1/15/2025 Lake Street Private Wealth LLC8,795$3.83M0.6%+1.0%0.019%
1/15/2025 Trivant Custom Portfolio Group LLC3,724$1.62M0.9%-7.1%0.008%
1/15/2025 Merit Financial Group LLC932$405K0.0%N/A0.002%
1/15/2025 Boston Common Asset Management LLC13,047$5.68M0.2%-1.6%0.028%
1/15/2025 Avanza Fonder AB4,376$1.90M0.1%N/A0.009%
1/15/2025 Hennessy Advisors Inc.5,200$2.26M0.1%-5.5%0.011%
1/15/2025 Congress Park Capital LLC1,570$683K0.2%+6.8%0.003%
1/15/2025 Gateway Investment Advisers LLC1,963$854K0.0%-14.8%0.004%
1/15/2025 Beech Hill Advisors Inc.6,988$3.04M1.1%N/A0.015%
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1/14/2025 RMR Wealth Builders939$408K0.0%-74.4%0.002%
1/14/2025 Armstrong Advisory Group Inc.206$90K0.0%+77.6%0.000%
1/14/2025 Burney Co.2,442$1.06M0.0%-20.6%0.005%
1/14/2025 Park Avenue Securities LLC1,351$588K0.0%-4.5%0.003%
1/14/2025 Kathmere Capital Management LLC497$216K0.0%N/A0.001%
1/14/2025 Assenagon Asset Management S.A.126,190$54.88M0.1%+258.3%0.272%
1/14/2025 Mendota Financial Group LLC351$153K0.1%-25.5%0.001%
1/14/2025 Signal Advisors Wealth LLC3,031$1.32M0.1%+1.9%0.007%
1/13/2025 FNY Investment Advisers LLC550$239K0.1%N/A0.001%
1/13/2025 Pallas Capital Advisors LLC606$264K0.0%N/A0.001%
1/13/2025 Bar Harbor Wealth Management4,140$1.80M0.1%+16.9%0.009%
1/13/2025 Eastern Bank1,139$495K0.0%-52.5%0.002%
1/13/2025 Fulcrum Capital LLC18,150$7.89M1.7%+2.5%0.039%
1/13/2025 Future Financial Wealth Managment LLC100$43K0.0%N/A0.000%
1/13/2025 Moody National Bank Trust Division2,568$1.12M0.1%-5.0%0.006%
1/13/2025 Brookstone Capital Management801$348K0.0%N/A0.002%
1/13/2025 Czech National Bank10,216$4.44M0.0%+5.1%0.022%
1/10/2025 RMR Wealth Builders939$408K0.0%-74.4%0.002%
1/10/2025 HBW Advisory Services LLC6,478$2.82M0.4%+11.3%0.014%
1/10/2025 ORG Partners LLC130$57K0.0%N/A0.000%
1/8/2025 First Hawaiian Bank2,568$1.12M0.0%-63.1%0.006%
1/8/2025 Douglas Lane & Associates LLC2,109$917K0.0%+5.4%0.005%
1/8/2025 Fulton Bank N.A.2,439$1.06M0.0%-22.6%0.005%
1/8/2025 International Assets Investment Management LLC3,313$1.42M0.1%-99.7%0.007%
1/8/2025 Rempart Asset Management Inc.37,857$16.47M3.3%-19.4%0.082%
1/7/2025 Bath Savings Trust Co3,627$1.58M0.2%-11.4%0.008%
1/7/2025 Diversified Trust Co2,911$1.27M0.0%-4.9%0.006%
1/7/2025 Bank of New Hampshire80$35K0.0%-55.1%0.000%
1/6/2025 Nordea Investment Management AB32,031$14.02M0.0%+14.0%0.069%
1/3/2025 Modus Advisors LLC461$201K0.1%-89.2%0.001%
1/3/2025 GAMMA Investing LLC1,141$496K0.0%+170.4%0.002%
1/3/2025 Versant Capital Management Inc99$43K0.0%-20.8%0.000%
12/19/2024Principal Financial Group Inc.100,420$39.08M0.0%-23.3%0.217%
12/13/2024B. Riley Wealth Advisors Inc.3,137$1.21M0.0%-3.8%0.007%
12/12/2024 Legacy Wealth Management LLC MS5,719$2.23M0.8%-1.8%0.012%
12/6/2024Logan Capital Management Inc.3,360$1.31M0.1%-1.6%0.007%
12/6/2024Retirement Systems of Alabama10,209$3.97M0.0%-3.5%0.022%
11/27/2024Franklin Resources Inc.35,290$13.03M0.0%-20.8%0.076%
11/25/2024Synovus Financial Corp2,556$995K0.0%+5.2%0.006%
11/25/2024Tidal Investments LLC2,723$1.06M0.0%-56.4%0.006%
11/25/2024Wilmington Savings Fund Society FSB276$107K0.0%-80.6%0.001%
11/25/2024World Investment Advisors LLC545$212K0.0%N/A0.001%
11/25/2024Pine Valley Investments Ltd Liability Co9,589$3.73M0.2%+12.4%0.021%
11/22/2024Rule One Partners LLC5,601$2.18M0.9%N/A0.012%
11/21/2024Te Ahumairangi Investment Management Ltd4,860$1.88M0.3%-7.6%0.010%
11/20/2024Diamant Asset Management Inc.2,920$1.14M0.7%+2.1%0.006%
11/20/2024Westside Investment Management Inc.83$32K0.0%+151.5%0.000%
11/20/2024Virtu Financial LLC5,086$1.98M0.1%+50.3%0.011%
11/19/2024Citizens Business Bank7,074$2.75M0.6%-1.2%0.015%
11/18/2024TD Private Client Wealth LLC117$46K0.0%-87.7%0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
11/18/2024Teachers Retirement System of The State of Kentucky85,272$33.18M0.3%+145.7%0.181%
11/18/2024Sunbelt Securities Inc.83$32K0.0%+118.4%0.000%
11/18/2024Toronto Dominion Bank33,805$13.15M0.0%-33.5%0.072%
11/18/2024Neo Ivy Capital Management2,474$962K0.3%N/A0.005%
11/18/2024Coldstream Capital Management Inc.819$318K0.0%-4.7%0.002%
11/16/2024Geode Capital Management LLC1,188,730$461.06M0.0%+0.9%2.523%
11/15/2024Foyston Gordon & Payne Inc7,882$3.07M0.8%+1.6%0.017%
11/15/2024Vestcor Inc3,371$1.31M0.0%-19.1%0.007%
11/15/2024M&T Bank Corp3,337$1.30M0.0%-1.5%0.007%
11/15/2024Public Employees Retirement System of Ohio18,717$7.28M0.0%-10.2%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, 1,174 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 ($900.01M), Arrowstreet Capital Limited Partnership ($653.71M), Morgan Stanley ($614.57M), and Geode Capital Management LLC ($461.06M).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 972 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. ($2.31M), Bank Julius Baer & Co. Ltd Zurich ($2.03M), International Assets Investment Management LLC ($1.53M), Jennison Associates LLC ($1.40M), Ontario Teachers Pension Plan Board ($923.83K), Holocene Advisors LP ($777.31K), and Morgan Stanley ($556.81K).

How much institutional buying is happening at Ulta Beauty?

Institutional investors have bought a total of 23,004,269 shares in the last 24 months. This purchase volume represents approximately $10.70B in transactions.

Which Ulta Beauty major shareholders have been selling company stock?

Of the 702 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), International Assets Investment Management LLC ($1.24M), FMR LLC ($884.80K), Price T Rowe Associates Inc. MD ($704.02K), Alecta Tjanstepension Omsesidigt ($689.20K), 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 17,407,504 shares in the last 24 months. This volume of shares sold represents approximately $7.89B in transactions.


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This page (NASDAQ:ULTA) was last updated on 1/20/2025 by MarketBeat.com Staff
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