Ulta Beauty Ownership | Who Owns Ulta Beauty?
Ulta Beauty Ownership Summary
Ulta Beauty is owned by 94.20% institutional investors, 0.26% insiders, and 5.53% retail investors. Vanguard group is the largest institutional shareholder, holding 11.68% 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 | 94.20% | 0.26% | 5.53% |
Sector | Consumer Cyclical Stocks | 60.24% | 14.24% | 25.52% |
Industry | Specialty Retail Stocks | 52.70% | 10.97% | 36.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 5.48M | 11.68% | $2.38B |
Blackrock | 4.45M | 9.24% | $1.72B |
Blackrock funding, inc. /de | 4.08M | 8.99% | $1.91B |
State street | 2.35M | 4.88% | $905.75M |
Sanders capital | 1.16M | 2.56% | $542.80M |
Geode capital management | 1.20M | 2.56% | $520.59M |
Morgan stanley | 1.19M | 2.47% | $459.13M |
T. rowe price investment management | 872.17K | 1.92% | $408.02M |
Invesco | 733.97K | 1.56% | $319.23M |
Marshall wace, llp | 654.60K | 1.44% | $306.23M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Courant investment management | 26.17K | 9.63% | $11.38M |
Zuckerman investment group | 110.85K | 5.03% | $51.86M |
Shellback capital, lp | 138.02K | 4.30% | $64.57M |
Summitry | 198.76K | 4.21% | $92.98M |
Boothe investment group | 20.23K | 3.61% | $9.46M |
Heron bay capital management | 38.81K | 3.53% | $16.88M |
Claret asset management | 54.57K | 3.31% | $25.53M |
Coerente capital management | 37.36K | 3.21% | $17.48M |
Rempart asset management | 34.12K | 3.06% | $15.96M |
Ami asset management | 111.34K | 2.98% | $52.09M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 550.51K | 0.03% | 550.51K |
Balyasny asset management | 503.21K | 0.35% | 438.99K |
Pointstate capital lp | 368.44K | 2.92% | 368.44K |
Point72 asset management | 289.25K | 0.27% | 289.25K |
Bank of america corp /de/ | 220.00K | 0.01% | 206.50K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital world investors | - | - | -990.22K |
Boston partners | - | - | -517.68K |
Holocene advisors, lp | 86.42K | 0.10% | -466.94K |
Blackrock | 4.45M | 0.04% | -432.41K |
Goldman sachs group | 242.52K | 0.02% | -383.68K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 550.51K | 0.03% | 550.51K | $239.43M |
Point72 asset management | 289.25K | 0.27% | 289.25K | $135.31M |
Glenmede investment management, lp | 121.98K | 0.29% | 121.98K | $57.07M |
Edge capital group | 83.74K | 0.00% | 83.74K | $33.49K |
Symphony financial | 83.30K | 0.82% | 83.30K | $38.97M |
Sold Out
Holder | Change |
---|---|
Abich financial wealth management | -1.00 |
Riggs asset managment | -1.00 |
Bok financial private wealth | -1.00 |
Mine & arao wealth creation & management, llc. | -1.00 |
Riverview trust | -1.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Sep 30, 2024 | 1,005 | -4.38% | 42,299,416 | -4.07% | 89 | 1.03% | 444 | -13.95% | 360 | -0.83% |
Jun 30, 2024 | 1,035 | -7.09% | 44,047,545 | -1.08% | 91 | 1.09% | 510 | -0.58% | 356 | -8.95% |
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 | 1.42M | 3.16% | -33.32K |
Vanguard Institutional 500 Index Trust | 1.32M | 2.94% | 9.80K |
Vanguard 500 Index Investor | 1.12M | 2.49% | -163.90K |
Vanguard Mid Cap Index Institutional | 1.01M | 2.24% | 10.84K |
Fidelity 500 Index | 572.05K | 1.27% | -12.97K |
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 | 549.06K | 1.22% | -2.32K |
iShares Core S&P 500 ETF | 539.65K | 1.20% | 2.48K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
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 |
Jun 25, 2024 | Caro Jodi J | GC, Chief Risk & Compl. Ofc. | Sell | $252.64K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | - |
2025 Q2 | - | 1 |
2025 Q1 | 1 | - |
2024 Q3 | - | 1 |
2024 Q2 | - | 2 |
ULTA Ownership FAQ
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