Ulta Beauty Ownership | Who Owns Ulta Beauty?
Ulta Beauty Ownership Summary
Ulta Beauty is owned by 76.22% institutional investors, 0.28% insiders, and 23.50% retail investors. Vanguard group is the largest institutional shareholder, holding 12.02% of ULTA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.33% of its assets in Ulta Beauty shares.
ULTA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ulta Beauty | 76.22% | 0.28% | 23.50% |
| Sector | Consumer Cyclical Stocks | 33.27% | 14.14% | 52.59% |
| Industry | Specialty Retail Stocks | 23.76% | 12.36% | 63.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.38M | 12.02% | $3.25B |
| Blackrock | 4.45M | 9.24% | $1.72B |
| Blackrock funding, inc. /de | 4.11M | 9.18% | $2.48B |
| State street | 1.98M | 4.39% | $1.08B |
| Diamant asset management | 1.47M | 3.29% | $1.47B |
| Sanders capital | 1.26M | 2.81% | $690.99B |
| Geode capital management | 1.24M | 2.77% | $747.59M |
| Morgan stanley | 1.09M | 2.44% | $659.84M |
| Price t rowe associates inc /md/ | 1.06M | 2.37% | $581.41M |
| Jpmorgan chase | 1.06M | 2.36% | $639.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Courant investment management | 21.67K | 11.06% | $11.33M |
| Zuckerman investment group | 105.14K | 5.32% | $57.49M |
| Summitry | 202.87K | 5.11% | $122.74M |
| Boothe investment group | 20.84K | 4.51% | $12.61M |
| Shellback capital, lp | 126.82K | 4.39% | $69.34M |
| Belfer management | 401.00 | 4.26% | $242.77K |
| Ffg partners | 18.45K | 3.82% | $9.64M |
| Claret asset management | 53.47K | 3.75% | $32.35M |
| Coerente capital management | 38.29K | 3.72% | $20.01M |
| Night squared lp | 18.74K | 3.70% | $10.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diamant asset management | 1.47M | 1.07% | 1.47M |
| Norges bank | 712.32K | 0.05% | 712.32K |
| Balyasny asset management | 503.21K | 0.35% | 438.99K |
| Pointstate capital lp | 368.44K | 2.92% | 368.44K |
| Holocene advisors, lp | 379.94K | 0.47% | 293.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | - | - | -990.22K |
| Boston partners | - | - | -517.68K |
| Blackrock | 4.45M | 0.04% | -432.41K |
| Eagle asset management | - | - | -253.71K |
| Massachusetts financial services co /ma/ | - | - | -243.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 712.32K | 0.05% | 712.32K | $430.96M |
| Rakuten investment management | 131.68K | 0.07% | 131.68K | $18.90M |
| Edge capital group | 83.74K | 0.00% | 83.74K | $33.49K |
| Cibc world markets | 42.85K | 0.12% | 42.85K | $25.92M |
| Y-intercept (hong kong) | 36.18K | 0.36% | 36.18K | $18.91M |
Sold Out
| Holder | Change |
|---|---|
| Horizon financial services | -1.00 |
| Mine & arao wealth creation & management, llc. | -1.00 |
| Bok financial private wealth | -1.00 |
| Westend advisors | -1.00 |
| Marquette asset management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 946 | -14.77% | 34,095,654 | -19.36% | 76 | 0.86% | 415 | -16.16% | 336 | -14.07% |
| Sep 30, 2025 | 1,063 | -1.48% | 40,868,935 | -4.45% | 90 | 1.02% | 475 | -6.68% | 371 | -1.85% |
| Jun 30, 2025 | 1,056 | 6.88% | 42,732,950 | 1.98% | 94 | 1.15% | 508 | 13.90% | 369 | 1.37% |
| Mar 31, 2025 | 14 | -98.66% | 875,730 | -97.90% | 1 | 0.02% | 5 | -98.93% | 4 | -99.00% |
| Dec 31, 2024 | 777 | -23.97% | 28,118,918 | -33.62% | 59 | 0.75% | 338 | -25.39% | 306 | -16.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.51M | 3.33% | 1.20K |
| Vanguard Total Stock Mkt Idx Inv | 1.41M | 3.22% | -8.65K |
| Vanguard Institutional 500 Index Trust | 1.32M | 2.94% | 9.80K |
| Vanguard 500 Index Investor | 1.13M | 2.58% | -23.87K |
| Vanguard Mid Cap Index Institutional | 958.33K | 2.19% | -16.23K |
| Fidelity 500 Index | 570.62K | 1.30% | 941.00 |
| iShares Core S&P 500 ETF | 570.40K | 1.30% | -312.00 |
| SPDR® S&P 500 ETF | 576.66K | 1.27% | -18.54K |
| SPDR® S&P 500® ETF Trust | 561.52K | 1.24% | -2.92K |
| SPDR® S&P 500® ETF | 546.68K | 1.22% | 6.83K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 07, 2026 | MRKONIC GEORGE R JR | - | Sell | $243.76K |
| Sep 04, 2025 | Smith Mike C. | - | Sell | $264.21K |
| Apr 01, 2025 | Caro Jodi J | GC, Chief Risk & Compl. Ofc. | Sell | $332.98K |
| Mar 20, 2025 | Steelman Kecia | President and CEO | Buy | $499.53K |
| Jul 02, 2024 | Halligan Catherine Ann | - | Sell | $39.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | 1 | - |
ULTA Ownership FAQ
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