Skip to content
Disclosery

ULTA ULTA BEAUTY INC

Follow

Stock (common), issuer CIK 1403568

Filings received so far for Q3 2026: 52 13F filers report a position in ULTA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
BALDWIN WEALTH PARTNERS LLC/MA23,231$12.7M0.84%-37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,194$8.37M0.01%+1,43213F-HRTimeline
CX Institutional13,059$7.13M0.19%+12,64613F-HRTimeline
Mn Services Vermogensbeheer B.V.12,868$7.03M0.05%013F-HRTimeline
Czech National Bank12,352$6.75M0.04%-4713F-HRTimeline
Draper Asset Management, LLC12,234$6.68M3.07%+1,65513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,123$3.34M0.05%-1,81213F-HRTimelineGroup
Avanza Fonder AB5,490$3M0.06%+1,30513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,738$2.59M0.02%+56313F-HRTimeline
Chesley Taft & Associates LLC3,621$1.98M0.08%+39413F-HRTimeline
Bath Savings Trust Co2,509$1.37M0.14%-28113F-HRTimeline
NorthCrest Asset Manangement, LLC2,357$1.33M0.03%+16413F-HRTimeline
GAMMA Investing LLC2,381$1.3M0.04%+41213F-HRTimeline
Invariant Investment Management1,827$993K0.57%+3713F-HRTimeline
CENTRAL BANK & TRUST CO1,742$951K0.14%+2613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,730$945K0.08%+9113F-HRTimelineGroup
Versant Capital Management, Inc1,140$623K0.05%-3613F-HRTimeline
Wedmont Private Capital1,067$602K0.01%+15513F-HRTimeline
Chicago Capital, LLC1,100$601K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,037$566K<0.01%-4713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,000$546K0.35%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC904$494K0.01%+8113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC679$371K0.03%-3013F-HRTimeline
Harbour Capital Advisors, LLC595$325K0.06%013F-HRTimeline
Worthington Financial Partners, LLC579$316K0.27%+1213F-HRTimeline
Douglas Lane & Associates, LLC575$314K<0.01%-2613F-HRTimeline
Paladin Partners, LLC530$289K0.18%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.507$277K0.02%+2613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC480$261K0.08%-1113F-HRTimeline
Congress Park Capital LLC445$243K0.06%new13F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.403$220K0.11%new13F-HRTimeline
Valeo Financial Advisors, LLC380$207K<0.01%new13F-HRTimeline
Park Capital Management, LLC / WI379$207K0.11%new13F-HRTimeline
EASTERN BANK271$148K<0.01%013F-HRTimeline
True Wealth Design, LLC246$134K0.03%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB226$123K<0.01%-1013F-HRTimeline
Rosenberg Matthew Hamilton152$83K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST99$54.1K<0.01%+1513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC66$36K0.01%+2113F-HRTimeline
CoreCap Advisors, LLC50$27.3K<0.01%-413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC46$25.1K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC35$19.1K<0.01%-413F-HRTimeline
ATWOOD & PALMER INC25$13.7K<0.01%013F-HRTimeline
Olistico Wealth, LLC25$13.7K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.18$9.83K<0.01%013F-HRTimeline
GoalVest Advisory LLC14$7.65K<0.01%new13F-HRTimeline
Noble Wealth Management PBC6$3.28K<0.01%013F-HRTimeline
Bank of New Hampshire5$2.73K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC4$2.19K<0.01%-713F-HRTimeline
Grove Bank & Trust3$1.64K<0.01%013F-HRTimeline
Meriwether Wealth & Planning, LLC3$1.64K<0.01%new13F-HRTimeline
Planning Strategies Inc.1$546<0.01%013F-HRTimeline