ULTA BEAUTY INC (ULTA) Institutional Ownership Changes & 13F Activity

ULTA BEAUTY INC (ULTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., Citadel Advisors Llc, Mercer Global Advisors Inc, Allianz Asset Management Gmbh, and Public Employees Retirement System Of Ohio.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of So DakBuy+7171$32.02KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-2,103-57.2%1,574$709.97KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-1,674-7.1%21,817$9.84MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+10+5.3%197$88.84KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-50-6.4%727$327.90KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+46,167+46.6%145,146$65.46MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-16,994-13.9%105,115$47.40MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+4+66.7%10$4.51KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-1,966-16.0%10,330$4.66MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+1,6351,635$737.35KQ2 2026Aug 26, 2026
California State Teachers Retirement SystemSell-2,100-3.1%65,265$29.43MQ2 2026Aug 24, 2026
Strategic Financial Services, Inc.Sell-89-4.1%2,094$944.35KQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-4-3.3%118$53.22KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+50,966+106.8%98,703$44.51MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+38+4.1%965$435.19KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-28,687-68.8%13,012$5.87MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-87-2.3%3,651$1.65MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+4+0.9%474$213.77KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+3,5203,520$1.62MQ2 2026Aug 18, 2026
Glenview Trust CoSell-947-19.5%3,904$1.76MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+726+4.1%18,429$8.31MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-1-2.4%40$18.04KQ2 2026Aug 18, 2026
Public Employees Retirement System Of OhioSell-9,796-40.6%14,336$6.47MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+5,1285,128$2.31MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+2,6072,607$1.18MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-1,368-42.4%1,857$837.68KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+1,295+201.4%1,938$874.00KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+1,1651,165$525.39KQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-683-3.1%21,677$9.78MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-678-99.7%2$901.00Q2 2026Aug 17, 2026
Showing 30 of 1,038

Frequently asked questions about ULTA activity

  • Which institutional owners are buying ULTA?

    Institutional owners buying ULTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ULTA activity?

    "Buy" means an investor increased their reported position in ULTA compared to the prior reporting period. This reflects growing exposure to ULTA BEAUTY INC (ULTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ULTA increasing?

    Institutional interest in ULTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.