Loading...
Loading...
Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 14 tracked institutions holding ULTA, 8 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +3.3pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, ULTA (ULTA BEAUTY INC) is held with a combined value of $7.09B across 13,890,048 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.25B (0.05% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 7 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$7.09B
Total Shares Held
13,890,048
Institutional Holders
14
% of Shares Outstanding
32.5%
of 42.76M shares · SEC 2026-08-24
Days to Cover
3.4-13.3%
2.00M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 32.5% of ULTA's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-08-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$182.25K
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | GEORGE R MRKONIC JR | S | Sale | 383 | $182.25K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.25B | 0.05% | +0.4% |
| 2 | BlackRock, Inc. | $1.82B | 0.03% | -1.0% |
| 3 | STATE STREET CORP | $913.06M | 0.03% | +1.1% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $689.28M | 0.07% | +55.4% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $163.39M | 0.06% | -28.2% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $80.18M | 0.11% | New |
| 7 | CITADEL ADVISORS LLC | $65.46M | 0.04% | +46.6% |
| 8 | Gotham Asset Management, LLC | $58.72M | 0.14% | +22.0% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $45.48M | 0.06% | -42.9% |
| 10 | MILLENNIUM MANAGEMENT LLC | $2.33M | 0.00% | -91.4% |
SEC Schedule 13D (activist) and 13G (passive) filings for ULTA. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Maria Elvira Salazar | Buy | Mar 19, 2026 |
| Dan Newhouse | Sell | Dec 11, 2025 |
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Greg Landsman | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of ULTA with a position worth $3.25B, representing 0.05% of their portfolio. In total, 14 institutional investors hold ULTA with a combined value of $7.09B.
In the most recent quarter, 1 fund opened a new position in ULTA. Additionally, 7 increased their holdings and 6 reduced their positions.
Institutional investors hold $7.09B worth of ULTA stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $3.25B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For ULTA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their ULTA positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 14, 2024 |
| Greg Landsman | Buy | May 29, 2024 |
Last Close
$546.78
2026-09-11
YTD
-11.8%
38% of 52-week range
