Skip to content
Disclosery

ULTA ULTA BEAUTY INC

Follow

Stock (common), issuer CIK 1403568

936 managers (957 13F filers) reported a position in ULTA shares at 2025-03-31, 42,112,361 shares in all. 80 filers opened a position and 124 filers sold out during the quarter.

Managers
936
13F filers
957
New
80
Added
347
Reduced
368
Sold out
124
Shares held by filers
42,112,361

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Parkside Financial Bank & Trust58$21.3K<0.01%-4313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…58$21.3K0.01%013F-HRTimelineGroup
NFSG Corp50$18.3K<0.01%-5113F-HRTimeline
Runnymede Capital Advisors, Inc.50$18.3K0.02%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…50$18.3K0.01%013F-HRTimeline
Covestor Ltd49$18K0.01%-313F-HRTimeline
JFS WEALTH ADVISORS, LLC47$17.2K<0.01%-1313F-HRTimeline
Grayhawk Investment Strategies Inc.46$16.9K0.04%013F-HRTimeline
Fourth Dimension Wealth, LLC45$16.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45$16.5K<0.01%+113F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management45$16.5K<0.01%13F-HRTimelineGroup
HHM Wealth Advisors, LLC44$16.1K<0.01%-313F-HRTimeline
Tidemark, LLC43$15.8K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding43$15.8K-81Timeline
GW&K Investment Management, LLC42$15K<0.01%+1313F-HRTimeline
Orion Capital Management LLC40$14.7K0.01%013F-HRTimeline
Bank of New Hampshire40$14.7K<0.01%-4013F-HRTimeline
WPG Advisers, LLC37$13.6K0.01%-213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$13.2K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC35$12.8K<0.01%+113F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.35$12.8K<0.01%+513F-HRTimeline
Semmax Financial Advisors Inc.31$12.2K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC33$12.1K<0.01%013F-HRTimeline
Lavaca Capital LLC33$12.1K0.01%013F-HRTimeline
AlphaQuest LLC33$12.1K<0.01%-713F-HRTimeline
Rise Advisors, LLC32$11.7K0.01%+313F-HRTimeline
Peoples Bank/KS31$11.4K0.01%new13F-HRTimeline
LRI Investments, LLC30$11K<0.01%013F-HRTimeline
ATWOOD & PALMER INC28$10.3K<0.01%013F-HRTimeline
Hemington Wealth Management28$10K<0.01%-413F-HRTimeline
MONTAG A & ASSOCIATES INC27$9.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC27$9.9K<0.01%013F-HRTimeline
Addison Advisors LLC27$9.9K<0.01%new13F-HRTimeline
American Capital Advisory, LLC26$9.53K0.01%+113F-HRTimeline
Cornerstone Planning Group LLC25$9.44K<0.01%+813F-HRTimeline
Medallion Wealth Advisors, LLC25$9.35K<0.01%-1813F-HRTimeline
Capital Advisors, Ltd. LLC25$9K<0.01%+213F-HRTimeline
Pier Capital, LLC24$8.8K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates24$8.8K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…23$8.43K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc22$8.06K<0.01%+313F-HRTimeline
MJT & Associates Financial Advisory Gro…22$8.06K0.01%13F-HRTimeline
PSI Advisors, LLC21$7.7K<0.01%-3013F-HRTimeline
Ridgewood Investments LLC20$7.33K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …20$7.33K0.01%-813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19$6.96K<0.01%+413F-HRTimeline
NewSquare Capital LLC19$6.96K<0.01%+1713F-HRTimeline
McIlrath & Eck, LLC19$6.96K<0.01%013F-HRTimeline
Key Financial Inc19$6.96K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18$6.6K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC18$6.6K<0.01%-813F-HRTimeline
Saudi Central Bank18$6.6K0.03%new13F-HRTimeline
True Wealth Design, LLC18$6.6K<0.01%+213F-HRTimeline
Barnes Dennig Private Wealth Management…17$6.23K0.01%13F-HRTimeline
PrairieView Partners, LLC18$6K<0.01%new13F-HRTimeline
Pacific Center for Financial Services16$5.87K<0.01%013F-HRTimeline
DAGCO, INC.16$5.87K<0.01%new13F-HRTimeline
Estabrook Capital Management15$5.5K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC15$5.5K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC15$5.5K<0.01%new13F-HRTimeline
Alaska Permanent Fund Corp13$5.14K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.14$5.13K<0.01%+813F-HRTimeline
Stuart Chaussee & Associates, Inc.14$5.13K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc14$5.13K<0.01%-913F-HRTimeline
Dunhill Financial, LLC13$4.77K<0.01%-113F-HRTimeline
SOA Wealth Advisors, LLC.13$4.76K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.12$4.47K<0.01%-21613F-HRTimeline
Asset Dedication, LLC12$4.4K<0.01%013F-HRTimeline
Robbins Farley12$4.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…12$4.4K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.12$4.4K<0.01%013F-HRTimeline
Core Alternative Capital12$4.4K<0.01%013F-HRTimeline
Altshuler Shaham Ltd11$4.03K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.11$4.03K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC11$4.03K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$4.03K<0.01%-813F-HRTimeline
Private Wealth Management Group, LLC11$4.03K<0.01%-713F-HRTimeline
MRP Capital Investments, LLC10$3.67K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC10$3.67K<0.01%013F-HRTimeline
Aspect Partners, LLC10$3.67K<0.01%013F-HRTimeline
Abound Wealth Management9$3.3K<0.01%+713F-HRTimeline
Sachetta, LLC9$3.3K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC9$3.3K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10$3K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.7$2.57K<0.01%-113F-HRTimeline
Whipplewood Advisors, LLC13$2.57K<0.01%+613F-HRTimeline
Bangor Savings Bank7$2.57K<0.01%013F-HRTimeline
Bogart Wealth, LLC7$2.57K<0.01%013F-HRTimeline
Global Financial Private Client, LLC7$2.57K<0.01%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7$2.56K<0.01%013F-HRTimeline
Hartford Financial Management Inc.6$2.2K<0.01%013F-HRTimeline
NVWM, LLC6$2.2K<0.01%013F-HRTimeline
First Pacific Financial6$2.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.2K<0.01%013F-HRTimeline
COUNTRY TRUST BANK6$2.2K<0.01%013F-HR/ATimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5$1.83K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$1.83K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$1.83K<0.01%013F-HRTimelineGroup
North Capital, Inc.5$1.83K<0.01%13F-HRTimeline
Field & Main Bank5$1.83K<0.01%013F-HRTimeline
PayPay Securities Corp4$1.78K0.1%013F-HRTimeline
Hughes Financial Services, LLC4$1.5K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4$1.47K<0.01%-85713F-HRTimelineGroup
Pinnacle Bancorp, Inc.4$1.47K<0.01%-1413F-HRTimeline
Nalls Sherbakoff Group, LLC4$1.47K<0.01%13F-HRTimeline
Grove Bank & Trust3$1.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC3$1.1K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC3$1.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC4$1K<0.01%013F-HRTimeline
Avion Wealth3$1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC2$734<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$733<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.2$733<0.01%new13F-HRTimeline
Activest Wealth Management2$733<0.01%013F-HRTimeline
SIERRA OCEAN, LLC2$733<0.01%013F-HRTimeline
Binnacle Investments Inc2$733<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC2$733<0.01%013F-HRTimeline
WINNACLE WEALTH LLC2$507<0.01%+113F-HRTimeline
WestEnd Advisors, LLC1$367<0.01%new13F-HRTimeline
Sandy Spring Bank1$367<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1$367<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1$367<0.01%new13F-HR/ATimeline
Front Row Advisors LLC1$367<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1$367<0.01%new13F-HR/ATimeline
CAROLINAS WEALTH CONSULTING LLC1$367<0.01%-113F-HRTimeline
TFC Financial Management, Inc.1$367<0.01%013F-HRTimeline
Strengthening Families & Communities, L…1$367<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1$367<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$367<0.01%013F-HRTimeline
WealthTrak Capital Management LLC1$367<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1$366<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC1$363<0.01%-113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$41<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
HighMark Wealth Management LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.