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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Ensign Peak Advisors, Inc, Advisors Asset Management, Inc., Storebrand Asset Management As, and Dakota Wealth Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-946-11.2%7,471$4.52MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+4—4$2.42KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-5,864-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+4,539+198.6%6,825$4.13MQ4 2025Aug 26, 2026
Redwood Investment Management, LlcSell-2,197-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-12,528-25.9%35,799$21.66MQ4 2025Aug 18, 2026
Algert Global LlcSell-1,204-100.0%0$0.00Q4 2025Aug 11, 2026
Storebrand Asset Management AsBuy+4,996+23.2%26,549$16.06MQ4 2025May 20, 2026
Independent Financial Group, LlcBuy+95+10.3%1,018$615.90KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+100—100$60.50KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+30—30$18.15KQ4 2025May 11, 2026
Bravera WealthBuy+39—39$23.59KQ4 2025Apr 22, 2026
Stance Capital LlcBuy+2,349—2,349$1.42MQ4 2025Mar 17, 2026
Bank Of New HampshireBuy+15—15$9.07KQ4 2025Mar 16, 2026
Peakshares LlcBuy+261—261$157.91KQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+146,343—146,343$88.59MQ4 2025Mar 06, 2026
Worthington Financial Partners, LlcBuy+1,042—1,042$630.42KQ4 2025Mar 05, 2026
BaybanBuy+12—12$7.26KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+891—891$540.88KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+9—9$5.55KQ4 2025Mar 04, 2026
TobamBuy+991—991$600.00KQ4 2025Mar 02, 2026
Strategic Investment Solutions, Inc.Buy+44—44$26.62KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+130—130$78.65KQ4 2025Feb 26, 2026
Astoria Portfolio Advisors Llc.Buy+947—947$634.37KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+48—48$29.04KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+1,560—1,560$1.01MQ4 2025Feb 23, 2026
Virtu Financial LlcBuy+585—585$353.00KQ4 2025Feb 23, 2026
Vinland Capital Management Gestora De Recursos Ltda.Buy+269—269$162.75KQ4 2025Feb 23, 2026
Phillip James Consulting Co.Buy+142—142$96.00KQ4 2025Feb 23, 2026
Beaird Harris Wealth Management, LlcBuy+1—1$424.00Q4 2025Feb 23, 2026
Showing 30 of 1,075

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.