ULTA

Ulta Beauty, Inc.

Company with tickers: ULTA

CIK
1403568
CUSIP
90384S303
Shares Outstanding
43,560,416
Holders: 6
Total Value: $87,489,629
Total Shares: 167,377

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
89.3%
−1.2 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,035
Highly concentrated −201

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
2
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +3
Institutional value: +392.6%
Shares held: +470.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small Wellington Grp LLC +305 1,016
Small Essential Partners LLC +74 2,170

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid SUMMITRY LLC 149,403 $78,094,442
Small Boothe Investment Group, Inc. 13,467 $7,039,335
Small GKV Capital Management Co., Inc. 1,308 $683,704
Small SOA Wealth Advisors, LLC. 13 $6,795

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Large STOREBRAND ASSET MANAGEMENT AS 26,549 $16,062,410
Holder Value (USD) % of 13F Shares Action
Mid SUMMITRY LLC $78,094,442 89.26% 149,403 View
Small Boothe Investment Group, Inc. $7,039,335 8.05% 13,467 View
Small Essential Partners LLC $1,134,280 1.30% 2,170 View
Small GKV Capital Management Co., Inc. $683,704 0.78% 1,308 View
Small Wellington Grp LLC $531,073 0.61% 1,016 View
Small SOA Wealth Advisors, LLC. $6,795 0.01% 13 View