ULTA — Ulta Beauty Inc Institutional Holders · Q3 2026

Name: Who Owns ULTA? 36 Institutions Hold $34M (Q3 2026)
Creator: ko.io

Who owns Ulta Beauty Inc (ULTA)? 36 institutions reported holding $34.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($7.1M), Mn Services Vermogensbeheer B.V. ($7.0M), Draper Asset Management, LLC ($6.7M).

Rank	Institution	Value	Shares	Change
1	CX Institutional	$7.1M	13,059	Added
2	Mn Services Vermogensbeheer B.V.	$7.0M	12,868	Hold
3	Draper Asset Management, LLC	$6.7M	12,234	Added
4	Gradient Investments LLC	$3.3M	6,123	Trimmed
5	Bath Savings Trust Co	$1.4M	2,509	Trimmed
6	GAMMA Investing LLC	$1.3M	2,381	Added
7	Invariant Investment Management	$993,186	1,827	Added
8	CENTRAL BANK & TRUST CO	$951,428	1,742	Added
9	MOODY NATIONAL BANK TRUST DIVISION	$944,874	1,730	Added
10	Versant Capital Management, Inc	$622,634	1,140	Trimmed
11	Wedmont Private Capital	$602,012	1,067	Added
12	Farther Finance Advisors, LLC	$566,360	1,037	Trimmed
13	WINEBRENNER CAPITAL MANAGEMENT LLC	$546,170	1,000	Hold
14	Douglas Lane & Associates, LLC	$314,048	575	Trimmed
15	Paladin Partners, LLC	$289,470	530	Hold
16	AVITY INVESTMENT MANAGEMENT INC.	$276,908	507	Added
17	AVAII WEALTH MANAGEMENT, LLC	$261,210	480	Trimmed
18	Valeo Financial Advisors, LLC	$207,471	380	New
19	EASTERN BANK	$148,012	271	Hold
20	MassMutual Private Wealth & Trust, FSB	$123,434	226	Trimmed
21	Rosenberg Matthew Hamilton	$83,018	152	Hold
22	AMERICAN NATIONAL BANK & TRUST	$54,070	99	Added
23	ELEVATION WEALTH PARTNERS, LLC	$36,048	66	Added
24	CoreCap Advisors, LLC	$27,309	50	Trimmed
25	BURKETT FINANCIAL SERVICES, LLC	$25,123	46	New

Source: SEC Form 13F filings · as of 2026-09-30