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Ulta Beauty, Inc.

ULTA
Exchange
Nasdaq
Industry
Retail-Retail Stores, NEC
SEC CIK
0001403568

In the last 90 days, Ulta Beauty, Inc. insiders filed 0 open-market purchases and 2 sales; 1,030 institutions reported holding it in 13F filings for Q2 2026, worth $19.1B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Ulta Beauty, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,127
+86 vs. Q3 2025
Shares held
42.6M
+536.5K (+1.3%) vs. Q3 2025
Total value
$25.7B
+$2.79B (+12.2%) vs. Q3 2025
New holders
173
353 more added
Sold out
87
404 more reduced

25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ULTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 1,127 institutions
Q1 2021: 777 institutionsQ2 2021: 809 institutionsQ3 2021: 831 institutionsQ4 2021: 869 institutionsQ1 2022: 866 institutionsQ2 2022: 910 institutionsQ3 2022: 928 institutionsQ4 2022: 972 institutionsQ1 2023: 1,040 institutionsQ2 2023: 1,031 institutionsQ3 2023: 990 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,072 institutionsQ2 2024: 1,016 institutionsQ3 2024: 977 institutionsQ4 2024: 1,002 institutionsQ1 2025: 954 institutionsQ2 2025: 1,035 institutionsQ3 2025: 1,066 institutionsQ4 2025: 1,127 institutionsQ1 2026: 1,102 institutionsQ2 2026: 1,030 institutions
Value heldQ4 2025: $25.7B
Q1 2021: $15.5BQ2 2021: $17.0BQ3 2021: $17.7BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $17.8BQ3 2022: $18.8BQ4 2022: $21.7BQ1 2023: $25.1BQ2 2023: $22.0BQ3 2023: $17.7BQ4 2023: $21.7BQ1 2024: $23.5BQ2 2024: $17.1BQ3 2024: $16.3BQ4 2024: $18.1BQ1 2025: $15.4BQ2 2025: $20.0BQ3 2025: $23.1BQ4 2025: $25.7BQ1 2026: $21.6BQ2 2026: $19.1B
Institutions holding ULTA and their total value by quarter
QuarterHoldersValue
Q2 20261,030$19.1B
Q1 20261,102$21.6B
Q4 20251,127$25.7B
Q3 20251,066$23.1B
Q2 20251,035$20.0B
Q1 2025954$15.4B
Q4 20241,002$18.1B
Q3 2024977$16.3B
Q2 20241,016$17.1B
Q1 20241,072$23.5B
Q4 20231,051$21.7B
Q3 2023990$17.7B
Q2 20231,031$22.0B
Q1 20231,040$25.1B
Q4 2022972$21.7B
Q3 2022928$18.8B
Q2 2022910$17.8B
Q1 2022866$18.5B
Q4 2021869$19.2B
Q3 2021831$17.7B
Q2 2021809$17.0B
Q1 2021777$15.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Ulta Beauty, Inc.; share changes are against Q3 2025.

Institutions holding ULTA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,376,848$3.25B0.05%+23,434+0.4%Added
BlackRock, Inc.4,105,556$2.48B0.04%+114,153+2.9%Added
State Street Corp2,025,565$1.23B0.04%+50,305+2.5%Added
Sanders Capital, LLC1,263,736$764.6M0.88%−840.0%Reduced
Geode Capital Management, LLC1,240,210$747.6M0.05%+21,947+1.8%Added
Morgan Stanley1,090,625$659.8M0.04%−166,740−13.3%Reduced
JPMorgan Chase & Co1,057,394$639.7M0.04%−166,128−13.6%Reduced
Price T Rowe Associates Inc991,086$599.6M0.06%−72,306−6.8%Reduced
T. Rowe Price Investment Management, Inc.974,223$589.4M0.37%+2,463+0.3%Added
Invesco Ltd.864,621$523.1M0.05%+24,238+2.9%Added
Norges Bank712,323$431.0M0.05%+712,323New
Franklin Resources Inc647,434$391.7M0.10%+21,341+3.4%Added
Bank of America Corp586,513$354.8M0.03%−156,029−21.0%Reduced
Northern Trust Corp574,948$347.8M0.04%−16,532−2.8%Reduced
Swedbank AB557,271$337.2M0.33%−24,235−4.2%Reduced
Goldman Sachs Group Inc520,346$314.8M0.04%+236,903+83.6%Added
Marshall Wace, LLP478,657$289.6M0.28%+24,451+5.4%Added
Dimensional Fund Advisors LP476,504$288.3M0.06%−34,405−6.7%Reduced
Amundi469,734$284.2M0.08%+24,971+5.6%Added
UBS Asset Management Americas Inc451,731$273.3M0.06%−31,106−6.4%Reduced
Alyeska Investment Group, L.P.405,606$245.4M0.69%−51,007−11.2%Reduced
TD Asset Management Inc404,237$244.6M0.20%−28,260−6.5%Reduced
Legal & General Group Plc369,152$223.3M0.05%−282−0.1%Reduced
Agf Management Ltd356,318$215.6M0.94%+349,133+4,859.2%Added
Charles Schwab Investment Management Inc347,985$210.5M0.03%+8,379+2.5%Added
UBS Group AG341,855$206.8M0.04%+2,125+0.6%Added
Alecta Pensionsforsakring, Omsesidigt320,105$193.7M0.85%−130,400−28.9%Reduced
Caisse de Depot Et Placement du Quebec313,254$189.5M0.32%+17,421+5.9%Added
AQR Capital Management LLC298,204$180.2M0.09%−1340.0%Reduced
Epoch Investment Partners, Inc.291,916$176.6M1.00%−14,094−4.6%Reduced
Bank of New York Mellon Corp289,648$175.2M0.03%+36,009+14.2%Added
Robeco Institutional Asset Management B.V.271,671$164.4M0.23%+58,719+27.6%Added
Deutsche Bank AG268,722$162.6M0.05%−224,914−45.6%Reduced
Nuveen, LLC268,476$162.4M0.04%+90,421+50.8%Added
Squarepoint Ops LLC264,246$159.9M0.32%+245,452+1,306.0%Added
Pictet Asset Management Holding SA236,983$143.4M0.14%+7,380+3.2%Added
1832 Asset Management L.P.231,637$140.1M0.18%+226,455+4,370.0%Added
Wells Fargo & Company230,969$139.7M0.03%−13,543−5.5%Reduced
Barclays PLC225,618$136.5M0.05%−50,845−18.4%Reduced
D. E. Shaw & Co., Inc.223,188$135.0M0.10%+218,762+4,942.7%Added
Federated Hermes, Inc.217,096$131.3M0.22%−6,140−2.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH211,299$128.1M0.21%−15,936−7.0%Reduced
Summitry LLC202,865$122.7M5.11%+1,322+0.7%Added
Ameriprise Financial Inc184,038$111.3M0.03%−29,096−13.7%Reduced
American Century Companies Inc183,641$111.1M0.06%+6,400+3.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.160,154$96.9M0.11%+41,357+34.8%Added
DekaBank Deutsche Girozentrale209,415$94.1M0.18%00.0%Unchanged
Andra AP-fonden154,580$93.5M1.16%−74,220−32.4%Reduced
Thrivent Financial for Lutherans154,406$93.4M0.17%−3,726−2.4%Reduced
Earnest Partners LLC146,459$88.6M0.38%−19,443−11.7%Reduced
HSBC Holdings PLC146,343$88.6M0.05%+5,617+4.0%Added
Smead Capital Management, Inc.143,477$86.8M1.80%−9,946−6.5%Reduced
Russell Investments Group, Ltd.142,883$86.5M0.09%+14,020+10.9%Added
Keybank National Association138,408$83.7M0.30%+4,519+3.4%Added
Quantinno Capital Management LP134,762$81.5M0.16%+6,928+5.4%Added
Victory Capital Management Inc131,798$79.7M0.04%+15,166+13.0%Added
Royal Bank of Canada126,490$76.5M0.01%−35,768−22.0%Reduced
Allspring Global Investments Holdings, LLC121,090$75.1M0.12%−18,378−13.2%Reduced
Swiss National Bank122,920$74.4M0.04%−6,580−5.1%Reduced
Bank of Montreal118,525$71.7M0.03%−10,052−7.8%Reduced
Qube Research & Technologies Ltd115,465$69.9M0.10%+109,082+1,708.9%Added
Glenmede Trust Co NA111,753$67.6M0.32%+111,753New
Sumitomo Mitsui Trust Holdings, Inc.109,058$66.0M0.04%−3,817−3.4%Reduced
Citadel Advisors LLC107,714$65.2M0.04%−307,428−74.1%Reduced
Ami Asset Management Corp107,275$64.9M3.68%−2,508−2.3%Reduced
BNP Paribas Arbitrage, SA105,974$64.1M0.04%+15,121+16.6%Added
Zuckerman Investment Group, LLC105,856$64.0M5.72%+711+0.7%Added
Huntington National Bank104,141$63.0M0.38%+12,369+13.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101,514$62.9M0.04%+2,761+2.8%Added
Rathbone Brothers plc103,204$62.4M0.24%+5,990+6.2%Added
Millennium Management LLC101,857$61.6M0.04%−61,350−37.6%Reduced
Zurich Insurance Group Ltd101,595$61.5M0.43%+101,595New
Alliancebernstein L.P.95,554$57.8M0.02%−12,226−11.3%Reduced
Shellback Capital, LP91,500$55.4M5.28%−35,322−27.9%Reduced
EFG International AG87,676$53.1M1.03%+87,676New
Ossiam86,747$52.5M1.05%+4,866+5.9%Added
Gotham Asset Management, LLC86,415$52.3M0.19%+13,339+18.3%Added
Neuberger Berman Group LLC85,061$51.5M0.04%+49,748+140.9%Added
Rhumbline Advisers84,568$51.2M0.04%−3,319−3.8%Reduced
Citigroup Inc83,544$50.5M0.03%+46,159+123.5%Added
California Public Employees Retirement System82,664$50.0M0.03%−5,237−6.0%Reduced
Bridges Investment Management Inc80,991$49.0M0.62%+89+0.1%Added
Virginia Retirement Systems Et Al80,160$48.5M0.29%−3,840−4.6%Reduced
National Pension Service79,465$48.1M0.04%+76,631+2,704.0%Added
SEI Investments Co76,491$46.3M0.05%+28,570+59.6%Added
Allianz Asset Management GmbH74,943$45.3M0.05%+742+1.0%Added
Natixis Advisors, L.P.73,757$44.6M0.06%+7,898+12.0%Added
California State Teachers Retirement System69,934$42.3M0.04%−201−0.3%Reduced
LPL Financial LLC65,630$39.7M0.01%−6,141−8.6%Reduced
Renaissance Group LLC64,332$38.9M1.56%−1,855−2.8%Reduced
Carnegie Capital Asset Management, LLC63,748$38.6M0.71%−239−0.4%Reduced
HighTower Advisors, LLC63,647$38.5M0.04%−7,711−10.8%Reduced
Freestone Grove Partners LP62,327$37.7M0.27%+29,410+89.3%Added
Prudential Financial Inc61,610$37.3M0.05%−8,599−12.2%Reduced
Primecap Management Co61,420$37.2M0.03%−510−0.8%Reduced
Aviva PLC61,360$37.1M0.06%+24,688+67.3%Added
Raymond James Financial Inc61,260$37.1M0.01%−2,582−4.0%Reduced
Danske Bank A/S60,305$36.5M0.08%+1,347+2.3%Added
AMF Pensionsforsakring AB60,137$36.4M0.23%00.0%Unchanged
Adage Capital Partners GP, L.L.C.58,452$35.4M0.05%−2,500−4.1%Reduced