ULTA BEAUTY INC (ULTA) Institutional Ownership

ULTA is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.99M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.67M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's ULTA position is now estimated to be worth approximately $1.44M, representing an estimated loss of -13.78% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Mairs & Power Growth Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ULTA BEAUTY INC (ULTA).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$1,990,6823,808
Q4 20252$2,961,7394,895
Q3 20252$2,588,6684,735
Q2 20254$61,445,678131,345
Q1 20253$36,792,252100,377
Q4 20244$45,098,896103,692
Q3 20247$68,593,296176,278
Q2 20247$382,929,671992,380
Q1 20244$39,941,079321,841
Q4 20234$6,196,708371,887
Q3 20233$882,943400,211
Q2 20233$910,932600,037

Related ULTA Institutional Insights:

ULTA Institutional Ownership and 13F Activity Q1 2026 | InsiderSet