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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -946 | -11.2% | 7,471 | $4.52M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +4 | — | 4 | $2.42K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -5,864 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +4,539 | +198.6% | 6,825 | $4.13M | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Sell | -2,197 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -12,528 | -25.9% | 35,799 | $21.66M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -1,204 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Storebrand Asset Management As | Buy | +4,996 | +23.2% | 26,549 | $16.06M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +95 | +10.3% | 1,018 | $615.90K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +100 | — | 100 | $60.50K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +30 | — | 30 | $18.15K | Q4 2025 | May 11, 2026 |
| Bravera Wealth | Buy | +39 | — | 39 | $23.59K | Q4 2025 | Apr 22, 2026 |
| Stance Capital Llc | Buy | +2,349 | — | 2,349 | $1.42M | Q4 2025 | Mar 17, 2026 |
| Bank Of New Hampshire | Buy | +15 | — | 15 | $9.07K | Q4 2025 | Mar 16, 2026 |
| Peakshares Llc | Buy | +261 | — | 261 | $157.91K | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +146,343 | — | 146,343 | $88.59M | Q4 2025 | Mar 06, 2026 |
| Worthington Financial Partners, Llc | Buy | +1,042 | — | 1,042 | $630.42K | Q4 2025 | Mar 05, 2026 |
| Bayban | Buy | +12 | — | 12 | $7.26K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +891 | — | 891 | $540.88K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +9 | — | 9 | $5.55K | Q4 2025 | Mar 04, 2026 |
| Tobam | Buy | +991 | — | 991 | $600.00K | Q4 2025 | Mar 02, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +44 | — | 44 | $26.62K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +130 | — | 130 | $78.65K | Q4 2025 | Feb 26, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +947 | — | 947 | $634.37K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +48 | — | 48 | $29.04K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,560 | — | 1,560 | $1.01M | Q4 2025 | Feb 23, 2026 |
| Virtu Financial Llc | Buy | +585 | — | 585 | $353.00K | Q4 2025 | Feb 23, 2026 |
| Vinland Capital Management Gestora De Recursos Ltda. | Buy | +269 | — | 269 | $162.75K | Q4 2025 | Feb 23, 2026 |
| Phillip James Consulting Co. | Buy | +142 | — | 142 | $96.00K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +1 | — | 1 | $424.00 | Q4 2025 | Feb 23, 2026 |
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.
Related ULTA Institutional Insights
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