Ulta Beauty Ownership | Who Owns Ulta Beauty?

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Ulta Beauty Ownership Summary

Ulta Beauty is owned by 89.04% institutional investors, 0.28% insiders, and 10.68% retail investors. Vanguard group is the largest institutional shareholder, holding 11.56% of ULTA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.20% of its assets in Ulta Beauty shares.

ULTA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ulta Beauty	89.04%	0.28%	10.68%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Specialty Retail Stocks	50.74%	11.31%	37.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.57M	11.56%	$2.15B
Blackrock	4.45M	9.24%	$1.72B
State street	2.35M	4.88%	$905.75M
T. rowe price investment management	1.41M	2.93%	$544.22M
Morgan stanley	1.19M	2.47%	$459.13M
Geode capital management	1.18M	2.45%	$453.61M
Price t rowe associates inc /md/	777.08K	1.61%	$299.85M
Invesco	756.05K	1.57%	$291.74M
Berkshire hathaway	690.11K	1.43%	$266.29M
Td asset management	620.79K	1.29%	$239.55M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Zuckerman investment group	98.15K	4.38%	$37.87M
Summitry	208.24K	4.15%	$80.35M
Courant investment management	11.00K	3.98%	$4.24M
Warther private wealth	24.23K	3.66%	$9.35M
Claret asset management	50.73K	3.48%	$19.58M
Infusive asset management	18.27K	2.85%	$7.05M
Rempart asset management	37.04K	2.82%	$14.29M
Heron bay capital management	30.51K	2.51%	$11.77M
Harvey investment	53.52K	2.47%	$20.65M
Coerente capital management	30.95K	2.33%	$11.94M

Top Buyers

Holder	Shares	% Assets	Change
Berkshire hathaway	690.11K	0.10%	690.11K
Norges bank	557.08K	0.03%	557.08K
T. rowe price investment management	1.41M	0.34%	382.84K
Invesco	756.05K	0.06%	293.43K
Champlain investment partners	578.86K	1.37%	276.75K

Top Sellers

Holder	Shares	% Assets	Change
Voya investment management	34.29K	0.01%	-625.19K
Boston partners	-	-	-517.68K
Blackrock	4.45M	0.04%	-432.41K
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	1.20K	0.00%	-369.19K
Global assets advisory	-	-	-338.04K

New Positions

Holder	Shares	% Assets	Change	Value
Berkshire hathaway	690.11K	0.10%	690.11K	$266.29M
Norges bank	557.08K	0.03%	557.08K	$214.96M
Diamond hill capital management	71.49K	0.12%	71.49K	$27.59M
Susquehanna fundamental investments	49.59K	0.44%	49.59K	$19.14M
F/m investments	37.44K	0.52%	37.44K	$14.45M

Sold Out

Holder	Change
Riggs asset managment	-1.00
Financial synergies wealth advisors	-1.00
Mine & arao wealth creation & management, llc.	-1.00
Abich financial wealth management	-1.00
Valley national advisers	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	1,040	-3.17%	43,605,490	-6.22%	87	1.02%	470	-5.43%	368	-6.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.51M	3.20%	-5.18K
Vanguard Institutional 500 Index Trust	1.26M	2.68%	14.67K
Vanguard Mid Cap Index Institutional	1.01M	2.15%	1.84K
T. Rowe Price US Mid-Cap Growth Equity	635.00K	1.35%	-4.10K
T. Rowe Price Mid-Cap Growth	635.00K	1.35%	-39.70K
Champlain Mid Cap Fund, LLC	631.08K	1.34%	32.05K
Vanguard Growth Index Investor	595.47K	1.26%	3.87K
Fidelity 500 Index	586.58K	1.25%	-3.97K
SPDR® S&P 500® ETF Trust	586.53K	1.24%	-3.25K
iShares Core S&P 500 ETF	538.44K	1.14%	1.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Mar 19, 2024	Steelman Kecia	President and COO	Sell	$4.40M
Mar 19, 2024	Steelman Kecia	President and COO	Sell	$3.88M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	1
2024 Q2	-	2
2024 Q1	-	8
2023 Q4	-	2
2023 Q2	-	3

ULTA Ownership FAQ

Who Owns Ulta Beauty?

Ulta Beauty shareholders are primarily institutional investors at 89.04%, followed by 0.28% insiders and 10.68% retail investors. The average institutional ownership in Ulta Beauty's industry, Specialty Retail Stocks , is 50.74%, which Ulta Beauty exceeds.

Who owns the most shares of Ulta Beauty?

Ulta Beauty’s largest shareholders are Vanguard group (5.57M shares, 11.56%), Blackrock (4.45M shares, 9.24%), and State street (2.35M shares, 4.88%). Together, they hold 25.68% 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?

Zuckerman investment group is Ulta Beauty’s biggest shareholder by percentage of total assets invested, with 4.38% of its assets in 98.15K Ulta Beauty shares, valued at 37.87M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Ulta Beauty shares, with 3.20% of its total shares outstanding invested in 1.51M Ulta Beauty shares.

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