Ulta Beauty Ownership | Who Owns Ulta Beauty?


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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


TypeName% Inst% Insiders% Retail
StockUlta Beauty94.20%0.26%5.53%
SectorConsumer Cyclical Stocks 60.24%14.24%25.52%
IndustrySpecialty Retail Stocks 52.70%10.97%36.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group5.48M11.68%$2.38B
Blackrock4.45M9.24%$1.72B
Blackrock funding, inc. /de4.08M8.99%$1.91B
State street2.35M4.88%$905.75M
Sanders capital1.16M2.56%$542.80M
Geode capital management1.20M2.56%$520.59M
Morgan stanley1.19M2.47%$459.13M
T. rowe price investment management872.17K1.92%$408.02M
Invesco733.97K1.56%$319.23M
Marshall wace, llp654.60K1.44%$306.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Courant investment management26.17K9.63%$11.38M
Zuckerman investment group110.85K5.03%$51.86M
Shellback capital, lp138.02K4.30%$64.57M
Summitry198.76K4.21%$92.98M
Boothe investment group20.23K3.61%$9.46M
Heron bay capital management38.81K3.53%$16.88M
Claret asset management54.57K3.31%$25.53M
Coerente capital management37.36K3.21%$17.48M
Rempart asset management34.12K3.06%$15.96M
Ami asset management111.34K2.98%$52.09M

Top Buyers

HolderShares% AssetsChange
Norges bank550.51K0.03%550.51K
Balyasny asset management503.21K0.35%438.99K
Pointstate capital lp368.44K2.92%368.44K
Point72 asset management289.25K0.27%289.25K
Bank of america corp /de/220.00K0.01%206.50K

Top Sellers

HolderShares% AssetsChange
Capital world investors---990.22K
Boston partners---517.68K
Holocene advisors, lp86.42K0.10%-466.94K
Blackrock4.45M0.04%-432.41K
Goldman sachs group242.52K0.02%-383.68K

New Positions

HolderShares% AssetsChangeValue
Norges bank550.51K0.03%550.51K$239.43M
Point72 asset management289.25K0.27%289.25K$135.31M
Glenmede investment management, lp121.98K0.29%121.98K$57.07M
Edge capital group83.74K0.00%83.74K$33.49K
Symphony financial83.30K0.82%83.30K$38.97M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251,0566.88%42,732,9501.98%941.15%50813.90%3691.37%
Mar 31, 202514-98.66%875,730-97.90%10.02%5-98.93%4-99.00%
Dec 31, 2024777-23.97%28,118,918-33.62%590.75%338-25.39%306-16.62%
Sep 30, 20241,005-4.38%42,299,416-4.07%891.03%444-13.95%360-0.83%
Jun 30, 20241,035-7.09%44,047,545-1.08%911.09%510-0.58%356-8.95%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.51M3.33%1.20K
Vanguard Total Stock Mkt Idx Inv1.42M3.16%-33.32K
Vanguard Institutional 500 Index Trust1.32M2.94%9.80K
Vanguard 500 Index Investor1.12M2.49%-163.90K
Vanguard Mid Cap Index Institutional1.01M2.24%10.84K
Fidelity 500 Index572.05K1.27%-12.97K
SPDR® S&P 500 ETF576.66K1.27%-18.54K
SPDR® S&P 500® ETF Trust561.52K1.24%-2.92K
SPDR® S&P 500® ETF549.06K1.22%-2.32K
iShares Core S&P 500 ETF539.65K1.20%2.48K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 04, 2025Smith Mike C.-Sell$264.21K
Apr 01, 2025Caro Jodi J GC, Chief Risk & Compl. Ofc.Sell$332.98K
Mar 20, 2025Steelman Kecia President and CEOBuy$499.53K
Jul 02, 2024Halligan Catherine Ann-Sell$39.01K
Jun 25, 2024Caro Jodi J GC, Chief Risk & Compl. Ofc.Sell$252.64K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2-1
2025 Q11-
2024 Q3-1
2024 Q2-2

ULTA Ownership FAQ


Who Owns Ulta Beauty?

Ulta Beauty shareholders are primarily institutional investors at 94.20%, followed by 0.26% insiders and 5.54% retail investors. The average institutional ownership in Ulta Beauty's industry, Specialty Retail Stocks , is 52.70%, which Ulta Beauty exceeds.

Who owns the most shares of Ulta Beauty?

Ulta Beauty’s largest shareholders are Vanguard group (5.48M shares, 11.68%), Blackrock (4.45M shares, 9.24%), and Blackrock funding, inc. /de (4.08M shares, 8.99%). Together, they hold 29.92% of Ulta Beauty’s total shares outstanding.

Does Blackrock own Ulta Beauty?

Yes, BlackRock owns 9.24% of Ulta Beauty, totaling 4.45M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.72B$. In the last quarter, BlackRock decreased its holdings by -432K shares, a -8.86% change.

Who is Ulta Beauty’s biggest shareholder by percentage of total assets invested?

Courant investment management is Ulta Beauty’s biggest shareholder by percentage of total assets invested, with 9.63% of its assets in 26.17K Ulta Beauty shares, valued at 11.38M$.

Who is the top mutual fund holder of Ulta Beauty shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Ulta Beauty shares, with 3.33% of its total shares outstanding invested in 1.51M Ulta Beauty shares.

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