Ulta Beauty Ownership | Who Owns Ulta Beauty?

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Ulta Beauty Ownership Summary

Ulta Beauty is owned by 59.92% institutional investors, 0.39% insiders, and 39.69% retail investors. Vanguard group is the largest institutional shareholder, holding 11.68% of ULTA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.33% of its assets in Ulta Beauty shares.

ULTA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ulta Beauty	59.92%	0.39%	39.69%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Specialty Retail Stocks	43.48%	11.88%	44.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.48M	11.68%	$2.38B
Blackrock	4.45M	9.24%	$1.72B
Blackrock funding, inc. /de	4.30M	9.16%	$1.87B
State street	2.35M	4.88%	$905.75M
Geode capital management	1.20M	2.56%	$520.59M
Morgan stanley	1.19M	2.47%	$459.13M
Capital world investors	990.22K	2.11%	$430.67M
Invesco	733.97K	1.56%	$319.23M
Deutsche bank ag\	655.56K	1.40%	$285.12M
T. rowe price investment management	565.41K	1.20%	$245.91M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Courant investment management	26.17K	9.63%	$11.38M
Summitry	216.67K	4.62%	$94.24M
Zuckerman investment group	110.21K	4.32%	$44.98M
Jessup wealth management	20.05K	3.72%	$8.72M
Claret asset management	53.44K	3.67%	$23.24M
Heron bay capital management	38.81K	3.53%	$16.88M
Rempart asset management	37.86K	3.28%	$16.47M
Atreides management, lp	330.07K	3.14%	$143.56M
Coerente capital management	36.86K	2.99%	$16.03M
Pointstate capital lp	368.44K	2.92%	$160.24M

Top Buyers

Holder	Shares	% Assets	Change
Capital world investors	990.22K	0.07%	990.22K
Norges bank	550.51K	0.03%	550.51K
Marshall wace, llp	459.11K	0.24%	454.71K
Pointstate capital lp	368.44K	2.92%	368.44K
Balyasny asset management	242.78K	0.16%	239.08K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	3.31K	0.12%	-1.24M
T. rowe price investment management	565.41K	0.15%	-858.01K
Boston partners	-	-	-517.68K
Ontario teachers pension plan board	456.47K	2.38%	-467.36K
Blackrock	4.45M	0.04%	-432.41K

New Positions

Holder	Shares	% Assets	Change	Value
Capital world investors	990.22K	0.07%	990.22K	$430.67M
Norges bank	550.51K	0.03%	550.51K	$239.43M
Smead capital management	204.89K	1.38%	204.89K	$89.11M
Davidson kempner capital management lp	135.00K	1.35%	135.00K	$58.72M
Mane global capital management lp	111.74K	2.22%	111.74K	$48.60M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Riggs asset managment	-1.00
Strengthening families & communities	-1.00
Mine & arao wealth creation & management, llc.	-1.00
Riverview trust	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	777	-23.97%	28,118,918	-33.62%	59	0.75%	338	-25.39%	306	-16.62%
Sep 30, 2024	1,005	-4.38%	42,299,416	-4.07%	89	1.03%	444	-13.95%	360	-0.83%
Jun 30, 2024	1,035	-7.09%	44,047,545	-1.08%	91	1.09%	510	-0.58%	356	-8.95%
Mar 31, 2024	1,114	1.36%	44,530,632	1.30%	91	1.14%	513	-2.66%	391	2.62%
Dec 31, 2023	1,099	5.67%	43,960,691	0.81%	89	1.16%	527	12.13%	381	3.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	1.51M	3.33%	1.20K
Vanguard Total Stock Mkt Idx Inv	1.49M	3.23%	4.27K
Vanguard Institutional 500 Index Trust	1.31M	2.84%	9.49K
Vanguard Mid Cap Index Institutional	1.02M	2.21%	4.28K
Fidelity 500 Index	590.09K	1.30%	2.63K
SPDR® S&P 500 ETF	576.66K	1.27%	-18.54K
iShares Core S&P 500 ETF	565.48K	1.25%	1.62K
SPDR® S&P 500® ETF Trust	561.52K	1.24%	-2.92K
SPDR® S&P 500® ETF	555.20K	1.23%	-9.23K
American Funds Growth Fund of Amer A	500.00K	1.08%	500.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2025	Caro Jodi J	GC, Chief Risk & Compl. Ofc.	Sell	$332.98K
Mar 20, 2025	Steelman Kecia	President and CEO	Buy	$499.53K
Jul 02, 2024	Halligan Catherine Ann	-	Sell	$39.01K
Jun 25, 2024	Caro Jodi J	GC, Chief Risk & Compl. Ofc.	Sell	$252.64K
Jun 04, 2024	MRKONIC GEORGE R JR	-	Sell	$154.57K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	1	-
2024 Q3	-	1
2024 Q2	-	2
2024 Q1	-	8

ULTA Ownership FAQ

Who Owns Ulta Beauty?

Ulta Beauty shareholders are primarily institutional investors at 59.92%, followed by 0.39% insiders and 39.69% retail investors. The average institutional ownership in Ulta Beauty's industry, Specialty Retail Stocks , is 43.48%, which Ulta Beauty exceeds.

Who owns the most shares of Ulta Beauty?

Ulta Beauty’s largest shareholders are Vanguard group (5.48M shares, 11.68%), Blackrock (4.45M shares, 9.24%), and Blackrock funding, inc. /de (4.3M shares, 9.16%). Together, they hold 30.09% of Ulta Beauty’s total shares outstanding.

Does Blackrock own Ulta Beauty?

Yes, BlackRock owns 9.24% of Ulta Beauty, totaling 4.45M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.72B$. In the last quarter, BlackRock decreased its holdings by -432K shares, a -8.86% change.

Who is Ulta Beauty’s biggest shareholder by percentage of total assets invested?

Courant investment management is Ulta Beauty’s biggest shareholder by percentage of total assets invested, with 9.63% of its assets in 26.17K Ulta Beauty shares, valued at 11.38M$.

Who is the top mutual fund holder of Ulta Beauty shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Ulta Beauty shares, with 3.33% of its total shares outstanding invested in 1.51M Ulta Beauty shares.

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