Free Trial

Ulta Beauty (ULTA) Institutional Ownership

Ulta Beauty logo
$473.78 -5.89 (-1.23%)
Closing price 07/15/2025 04:00 PM Eastern
Extended Trading
$473.10 -0.68 (-0.14%)
As of 07/15/2025 07:35 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)
676
Total
Institutional Inflows
(last 12 months)
$5.72B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$4.06B
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

Ulta Beauty Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Fifth Third Bancorp5,227$2.45M0.0%+20.9%0.012%
7/15/2025Forte Capital LLC ADV29,588$13.84M1.5%-0.2%0.066%
7/15/2025GSB Wealth Management LLC456$213K0.1%N/A0.001%
7/14/2025Gries Financial LLC569$266K0.0%N/A0.001%
7/14/2025AdvisorNet Financial Inc342$160K0.0%-6.6%0.001%
7/14/2025LaFleur & Godfrey LLC2,585$1.21M0.2%+4.0%0.006%
7/14/2025Armstrong Advisory Group Inc.90$42K0.0%-56.3%0.000%
7/14/2025GAMMA Investing LLC1,856$868K0.1%+53.4%0.004%
7/14/2025Park Avenue Securities LLC2,358$1.10M0.0%+50.8%0.005%
7/14/2025Sowell 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%
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%
7/9/2025 Sunpointe LLC3,160$1.48M0.6%N/A0.007%
7/9/2025 Procyon Advisors LLC678$317K0.0%-4.1%0.002%
7/9/2025 Pallas Capital Advisors LLC4,250$1.99M0.1%+67.0%0.009%
7/9/2025 Gateway Investment Advisers LLC2,567$1.20M0.0%-3.1%0.006%
7/9/2025 Goelzer Investment Management Inc.967$452K0.0%-88.7%0.002%
7/9/2025 Aaron Wealth Advisors LLC1,056$494K0.1%+26.6%0.002%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/9/2025 Berkshire Bank492$230K0.1%N/A0.001%
7/9/2025 Central Bank & Trust Co.1,710$800K0.1%-1.3%0.004%
7/9/2025 Czech National Bank11,035$5.16M0.0%+3.6%0.025%
7/9/2025 MassMutual Private Wealth & Trust FSB243$114K0.0%+105.9%0.001%
7/8/2025 Gradient Investments LLC4,142$1.94M0.0%-2.8%0.009%
7/8/2025 Parallel Advisors LLC596$279K0.0%+36.1%0.001%
7/7/2025 Wesbanco Bank Inc.2,956$1.38M0.0%-6.1%0.007%
7/7/2025 OMNI 360 Wealth Inc.487$228K0.1%N/A0.001%
7/7/2025 Douglas Lane & Associates LLC1,995$933K0.0%-1.3%0.004%
7/2/2025 HBW Advisory Services LLC5,217$2.44M0.3%-16.0%0.012%
7/1/2025 Kera Capital Partners Inc.1,090$510K0.1%+48.9%0.002%
7/1/2025 Rowlandmiller & PARTNERS.ADV1,435$671K0.1%+4.4%0.003%
6/23/2025 Swedbank AB464,316$170.19M0.2%+46.1%1.033%
6/18/2025Voya Investment Management LLC25,460$9.33M0.0%-4.3%0.057%
6/4/2025 First Hawaiian Bank3,087$1.13M0.1%+20.2%0.007%
5/28/2025Strs Ohio41,500$15.21M0.1%N/A0.092%
5/27/2025Advisors Capital Management LLC41,184$15.10M0.2%+18.5%0.091%
5/23/2025Strategic Financial Services Inc.2,519$923K0.1%-27.0%0.006%
5/22/2025Mattson Financial Services LLC410$150K0.0%+25.4%0.001%
5/21/2025Geneos Wealth Management Inc.302$111K0.0%-56.2%0.001%
5/20/2025Intech Investment Management LLC4,795$1.76M0.0%+48.9%0.011%
5/20/2025Focus Partners Wealth3,744$1.37M0.0%+231.6%0.008%
5/20/2025Integrity Alliance LLC.741$272K0.0%N/A0.002%
5/20/2025 Ransom Advisory Ltd98$36K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC198$73K0.0%+33.8%0.000%
5/20/2025Glenview Trust co8,500$3.12M0.1%-8.3%0.019%
5/20/2025Ilmarinen Mutual Pension Insurance Co7,500$2.75M0.0%-62.5%0.017%
5/19/2025Bayforest Capital Ltd1,788$655K0.3%N/A0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC474,914$174.08M0.0%+8.5%1.052%
5/19/2025Optimize Financial Inc2,031$744K0.3%+47.8%0.004%
5/16/2025Empowered Funds LLC20,248$7.42M0.1%+256.2%0.045%
5/16/2025MBB Public Markets I LLC919$337K0.0%N/A0.002%
5/16/2025RNC Capital Management LLC7,537$2.76M0.1%+6.0%0.017%
5/16/2025United Services Automobile Association1,043$375K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.672$246K0.0%-5.6%0.001%
5/16/2025Ashton Thomas Private Wealth LLC2,887$1.06M0.0%+36.6%0.006%
5/16/2025Jones Financial Companies Lllp3,874$1.42M0.0%-86.4%0.009%
5/16/2025Dynamic Technology Lab Private Ltd910$334K0.0%-81.9%0.002%
5/16/2025UniSuper Management Pty Ltd6,591$2.42M0.0%+15.6%0.015%
5/16/2025Shellback Capital LP59,150$21.68M2.1%+168.9%0.131%
5/16/2025Punch & Associates Investment Management Inc.31,559$11.57M0.8%+18.5%0.070%
5/16/2025Parallax Volatility Advisers L.P.2,660$975K0.0%-61.4%0.006%
5/16/2025Permanens Capital L.P.11,228$4.12M0.7%+28.4%0.025%
5/16/2025Polar Asset Management Partners Inc.7,300$2.68M0.1%-76.0%0.016%
5/16/2025Nissay Asset Management Corp Japan ADV17,396$6.38M0.0%-0.1%0.039%
5/16/2025NewEdge Advisors LLC1,892$693K0.0%-1.4%0.004%
5/16/2025Nippon Life Global Investors Americas Inc.1,810$663K0.0%N/A0.004%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,207$4.84M0.0%-7.7%0.029%
5/16/2025Interval Partners LP191,828$70.31M1.5%+2,962.9%0.425%
5/16/2025Gotham Asset Management LLC60,874$22.31M0.2%+120.9%0.135%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
5/16/2025DoubleLine ETF Adviser LP1,168$428K0.1%N/A0.003%
5/16/2025EFG Asset Management North America Corp.4,993$1.83M0.3%-4.4%0.011%
5/16/2025Alliancebernstein L.P.174,874$64.10M0.0%+139.1%0.387%
5/16/2025Banque Transatlantique SA297$101K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC270,420$96.67M0.1%+237.7%0.599%
5/16/2025Atalanta Sosnoff Capital LLC1,056$387K0.0%-11.9%0.002%
5/16/2025Advisors Asset Management Inc.12,356$4.53M0.1%-17.6%0.027%
5/16/2025Alexis Investment Partners LLC1,150$413K0.2%+4.9%0.003%
5/16/2025Alyeska Investment Group L.P.165,937$60.82M0.2%-46.9%0.368%
5/16/2025Amundi353,226$129.90M0.0%-21.5%0.782%
(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, 1,233 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 1,044 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: Bank Julius Baer & Co. Ltd Zurich ($2.03M), 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), and Holocene Advisors LP ($777.31K).

How much institutional buying is happening at Ulta Beauty?

Institutional investors have bought a total of 14,406,019 shares in the last 24 months. This purchase volume represents approximately $5.72B in transactions.

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

Of the 519 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 9,963,949 shares in the last 24 months. This volume of shares sold represents approximately $4.06B in transactions.



This page (NASDAQ:ULTA) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners