Who Owns Ulta Beauty Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Ulta Beauty Inc.

Who crossed 5% of ULTA →

Managers holding

as of 2026-09-30

Reported value

$26.2M

summed across filings

Shares held

48K

Added vs trimmed

10 / 9

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Mn Services Vermogensbeheer B.V.COM12.9K shheld	12.9K	$7M	held
Draper Asset Management, LLCCOM12.2K shadded	12.2K	$6.7M	added
Gradient Investments LLCCOM6.1K shtrimmed	6.1K	$3.3M	trimmed
Bath Savings Trust CoCommon Stock2.5K shtrimmed	2.5K	$1.4M	trimmed
GAMMA Investing LLCCommon Stock2.4K shadded	2.4K	$1.3M	added
Invariant Investment ManagementCOM1.8K shadded	1.8K	$993.2K	added
CENTRAL BANK & TRUST COEquities1.7K shadded	1.7K	$951.4K	added
MOODY NATIONAL BANK TRUST DIVISIONCOM1.7K shadded	1.7K	$944.9K	added
Wedmont Private CapitalCOM1.1K shadded	1.1K	$602K	added
Farther Finance Advisors, LLCStock1K shtrimmed	1K	$566.4K	trimmed
WINEBRENNER CAPITAL MANAGEMENT LLCCOM1K shheld	1K	$546.2K	held
Douglas Lane & Associates, LLCCOMMON575 shtrimmed	575	$314K	trimmed
Paladin Partners, LLCStock530 shheld	530	$289.5K	held
AVITY INVESTMENT MANAGEMENT INC.COM507 shadded	507	$276.9K	added
AVAII WEALTH MANAGEMENT, LLCCOM480 shtrimmed	480	$261.2K	trimmed
Valeo Financial Advisors, LLCStock380 shadded	380	$207.5K	added
EASTERN BANKCOM271 shheld	271	$148K	held
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock226 shtrimmed	226	$123.4K	trimmed
Rosenberg Matthew HamiltonStock152 shheld	152	$83K	held
AMERICAN NATIONAL BANK & TRUSTCOM99 shadded	99	$54.1K	added
ELEVATION WEALTH PARTNERS, LLCCOM66 shadded	66	$36K	added
CoreCap Advisors, LLCStock50 shtrimmed	50	$27.3K	trimmed
ARMSTRONG ADVISORY GROUP, INCCOM35 shtrimmed	35	$19.1K	trimmed
ATWOOD & PALMER INCCOM25 shheld	25	$13.7K	held
Olistico Wealth, LLCStock25 shheld	25	$13.7K	held
Wealth Enhancement Trust Services, Inc.COM18 shheld	18	$9.8K	held
Bank of New HampshireCOM5 shheld	5	$2.7K	held
Retirement Wealth Solutions LLCCOM4 shtrimmed	4	$2.2K	trimmed
Grove Bank & TrustCOM3 shheld	3	$1.6K	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on ULTA

Company overviewEverything on ULTA in one place, with the price.SEC filingsWhat ULTA's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat ULTA's own officers and directors buy and sell.Planned salesSales ULTA insiders have filed notice of.Funds holding itWhich funds and ETFs hold ULTA, and how big a bet.Workplace safetyWhat OSHA found at ULTA's sites.

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