Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ULTA BEAUTY INC · COM · quarter ended 2026-03-31 · 14 members disclosed ULTA ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 882 holders are listed, largest first: 882
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $18.4B
holders whose share count rose or who opened the position (new + add), by shares: 412
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 137

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ULTA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.1B	4,065,810	−39,746	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	2,884,415	—	NO PRIOR
3	STATE STREET CORP	$1.0B	2,002,587	−22,978	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	1,960,042	—	NO PRIOR
5	Sanders Capital, LLC	$997M	1,908,139	+644,403	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$663M	1,272,627	+32,417	ADD
7	MORGAN STANLEY	$585M	1,120,044	+29,419	ADD
8	Invesco Ltd.	$386M	738,157	−126,464	TRIM
9	FRANKLIN RESOURCES INC	$329M	628,540	−18,894	TRIM
10	BANK OF AMERICA CORP /DE/	$313M	598,104	+11,591	ADD
11	NORTHERN TRUST CORP	$292M	558,895	−16,053	TRIM
12	Swedbank AB	$279M	533,655	−23,616	TRIM
13	AQR CAPITAL MANAGEMENT LLC	$261M	504,757	+206,553	ADD
14	DIMENSIONAL FUND ADVISORS LP	$258M	493,209	+16,705	ADD
15	Amundi	$249M	476,481	+6,747	ADD
16	Alyeska Investment Group, L.P.	$247M	472,672	+67,066	ADD
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$205M	392,881	−58,850	TRIM
18	Robeco Institutional Asset Management B.V.	$190M	362,576	+90,905	ADD
19	Legal & General Group Plc	$183M	350,765	−18,387	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$182M	348,277	+292	ADD
21	TD ASSET MANAGEMENT INC	$169M	322,401	−81,836	TRIM
22	UBS Group AG	$148M	282,691	−59,164	TRIM
23	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$147M	280,771	−32,483	TRIM
24	DEUTSCHE BANK AG\	$133M	255,180	−13,542	TRIM
25	VANGUARD FIDUCIARY TRUST CO	$131M	251,137	—	NO PRIOR
26	Bank of New York Mellon Corp	$131M	251,119	−38,529	TRIM
27	Qube Research & Technologies Ltd	$131M	250,748	+135,283	ADD
28	ALLIANCEBERNSTEIN L.P.	$125M	205,833	+110,279	ADD
29	Alecta Tjanstepension Omsesidigt	$116M	222,505	−97,600	TRIM
30	WELLS FARGO & COMPANY/MN	$116M	222,172	−8,797	TRIM
31	FEDERATED HERMES, INC.	$115M	219,985	+2,889	ADD
32	Epoch Investment Partners, Inc.	$112M	213,761	−78,155	TRIM
33	Pictet Asset Management Holding SA	$112M	213,520	−23,463	TRIM
34	Universal- Beteiligungs- und Servicegesellschaft mbH	$101M	192,870	−18,429	TRIM
35	AMERICAN CENTURY COMPANIES INC	$97.1M	185,758	+2,117	ADD
36	ADAGE CAPITAL PARTNERS GP, L.L.C.	$92.4M	176,752	+118,300	ADD
37	Nuveen, LLC	$87.9M	168,158	−100,318	TRIM
38	BNP Paribas Asset Management Holding S.A.	$87.0M	166,443	+6,289	ADD
39	Cartenna Capital, LP	$84.9M	162,500	+162,500	NEW
40	Quantinno Capital Management LP	$81.7M	156,258	+21,496	ADD
41	AMERIPRISE FINANCIAL INC	$79.8M	152,734	−31,304	TRIM
42	SUMMITRY LLC	$78.1M	149,403	−53,462	TRIM
43	BARCLAYS PLC	$77.5M	148,232	−77,386	TRIM
44	HSBC HOLDINGS PLC	$77.3M	147,895	−144,791	TRIM
45	D. E. Shaw & Co., Inc.	$76.3M	145,924	−77,264	TRIM
46	EARNEST PARTNERS LLC	$74.5M	142,526	−3,933	TRIM
47	ROYAL BANK OF CANADA	$71.2M	136,174	+9,684	ADD
48	Swiss National Bank	$68.1M	130,200	+7,280	ADD
49	Smead Capital Management, Inc.	$65.3M	124,895	−18,582	TRIM
50	Zurich Insurance Group Ltd/FI	$64.2M	122,796	+21,201	ADD
51	Allianz Asset Management GmbH	$63.8M	122,109	+47,166	ADD
52	KEYBANK NATIONAL ASSOCIATION/OH	$56.6M	108,285	−30,123	TRIM
53	Mitsubishi UFJ Asset Management Co., Ltd.	$56.4M	107,936	+6,422	ADD
54	National Pension Service	$56.2M	107,553	+107,553	NEW
55	BANK OF MONTREAL /CAN/	$55.9M	106,923	−11,602	TRIM
56	Gotham Asset Management, LLC	$55.8M	106,746	+20,331	ADD
57	CANADA PENSION PLAN INVESTMENT BOARD	$55.2M	105,683	+99,291	ADD
58	VICTORY CAPITAL MANAGEMENT INC	$55.1M	105,388	−26,410	TRIM
59	NORDEA INVESTMENT MANAGEMENT AB	$54.9M	106,333	+67,912	ADD
60	AMI ASSET MANAGEMENT CORP	$54.5M	104,201	−3,074	TRIM
61	Sumitomo Mitsui Trust Group, Inc.	$54.5M	104,190	−4,868	TRIM
62	CITADEL ADVISORS LLC	$51.7M	98,979	−8,735	TRIM
63	Vanguard Global Advisers, LLC	$50.9M	97,446	—	NO PRIOR
64	SEI INVESTMENTS CO	$50.5M	96,691	+20,200	ADD
65	GLENMEDE TRUST CO NA	$48.2M	92,148	−19,605	TRIM
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$47.7M	91,187	+8,523	ADD
67	Squarepoint Ops LLC	$47.1M	90,098	−174,148	TRIM
68	OSSIAM	$45.8M	87,651	+904	ADD
69	Zuckerman Investment Group, LLC	$45.6M	87,240	−18,616	TRIM
70	CITIGROUP INC	$45.3M	86,708	+3,164	ADD
71	EFG International AG	$43.8M	83,816	−3,860	TRIM
72	RHUMBLINE ADVISERS	$43.5M	83,151	−1,417	TRIM
73	Allspring Global Investments Holdings, LLC	$41.5M	77,391	−43,699	TRIM
74	VANGUARD ASSET MANAGEMENT, Ltd	$41.1M	78,577	—	NO PRIOR
75	AVIVA PLC	$40.2M	76,821	+15,461	ADD
76	ING GROEP NV	$38.4M	73,524	+61,126	ADD
77	ENVESTNET ASSET MANAGEMENT INC	$36.1M	69,140	+18,655	ADD
78	Heron Bay Capital Management	$35.9M	68,659	+41,470	ADD
79	LPL Financial LLC	$35.4M	67,651	+2,021	ADD
80	CIBC Bancorp USA Inc.	$33.0M	63,109	—	NO PRIOR
81	PRIMECAP MANAGEMENT CO/CA/	$32.0M	61,250	−170	TRIM
82	HighTower Advisors, LLC	$32.0M	61,178	−2,469	TRIM
83	RAYMOND JAMES FINANCIAL INC	$31.1M	59,527	−1,733	TRIM
84	AMF Tjanstepension AB	$31.0M	59,247	−890	TRIM
85	TEACHER RETIREMENT SYSTEM OF TEXAS	$30.4M	58,225	+20,893	ADD
86	Carnegie Investment Counsel	$30.0M	60,572	−3,176	TRIM
87	NISSAY ASSET MANAGEMENT CORP /JAPAN	$29.4M	56,264	−1,700	TRIM
88	PRINCIPAL FINANCIAL GROUP INC	$29.1M	55,670	−622	TRIM
89	JUPITER ASSET MANAGEMENT LTD	$28.8M	55,085	0	NO CHANGE
90	RENAISSANCE GROUP LLC	$28.6M	54,625	−9,707	TRIM
91	PRUDENTIAL FINANCIAL INC	$28.5M	54,538	−7,072	TRIM
92	TUDOR INVESTMENT CORP ET AL	$27.8M	53,250	+53,250	NEW
93	IEQ CAPITAL, LLC	$27.8M	53,248	+9,813	ADD
94	CASTLEARK MANAGEMENT LLC	$26.5M	50,629	+688	ADD
95	DANSKE BANK A/S	$26.3M	50,272	−7,879	TRIM
96	Advisors Capital Management, LLC	$26.1M	50,019	+8,049	ADD
97	ZACKS INVESTMENT MANAGEMENT	$26.0M	49,653	+49,653	NEW
98	Arbejdsmarkedets Tillaegspension	$25.7M	49,176	+49,176	NEW
99	Mariner, LLC	$25.4M	48,557	+12,860	ADD
100	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$25.1M	47,988	+12,428	ADD
101	Assenagon Asset Management S.A.	$25.0M	47,737	+22,242	ADD
102	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$24.4M	46,600	+46,600	NEW
103	Candriam S.C.A.	$23.2M	44,455	−8,424	TRIM
104	STOREBRAND ASSET MANAGEMENT AS	$22.4M	42,865	—	NO PRIOR
105	MERCER GLOBAL ADVISORS INC /ADV	$21.8M	41,699	+6,295	ADD
106	PFA Pension, Forsikringsaktieselskab	$21.7M	41,424	+41,424	NEW
107	Ensign Peak Advisors, Inc	$20.7M	39,686	+3,887	ADD
108	Focus Partners Wealth	$20.6M	39,250	+16,602	ADD
109	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$20.2M	38,690	−204	TRIM
110	COERENTE CAPITAL MANAGEMENT	$20.0M	38,287	+411	ADD
111	Aberdeen Group plc	$19.9M	38,019	−1,733	TRIM
112	Nippon Life Global Investors Americas, Inc.	$19.8M	37,970	+7,770	ADD
113	PANAGORA ASSET MANAGEMENT INC	$19.2M	36,827	+36,418	ADD
114	MILLENNIUM MANAGEMENT LLC	$19.2M	36,733	−65,124	TRIM
115	Mitsubishi UFJ Trust & Banking Corp	$18.9M	36,200	−424	TRIM
116	Y-Intercept (Hong Kong) Ltd	$18.9M	36,176	+36,176	NEW
117	KLP KAPITALFORVALTNING AS	$18.7M	35,716	0	NO CHANGE
118	DRIEHAUS CAPITAL MANAGEMENT LLC	$18.1M	34,583	+10,886	ADD
119	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$18.0M	34,444	+34,444	NEW
120	ROYAL LONDON ASSET MANAGEMENT LTD	$17.9M	34,192	+50	ADD
121	Korea Investment CORP	$17.8M	34,035	−14,020	TRIM
122	Connor, Clark & Lunn Investment Management Ltd.	$17.6M	33,641	+33,641	NEW
123	Illinois Municipal Retirement Fund	$17.5M	33,481	−3,793	TRIM
124	GHP Investment Advisors, Inc.	$17.2M	32,992	+463	ADD
125	Eurizon Capital SGR S.p.A.	$17.0M	32,470	+995	ADD
126	Broad Bay Capital Management, LP	$16.8M	32,100	+32,100	NEW
127	NICHOLAS COMPANY, INC.	$15.6M	29,855	−6,420	TRIM
128	Rempart Asset Management Inc.	$15.5M	29,734	−3,454	TRIM
129	STATE OF WISCONSIN INVESTMENT BOARD	$15.2M	29,022	+1,137	ADD
130	Andra AP-fonden	$14.6M	27,998	−126,582	TRIM
131	Baader Bank Aktiengesellschaft	$14.6M	27,971	+660	ADD
132	SCHRODER INVESTMENT MANAGEMENT GROUP	$14.4M	27,625	−7,277	TRIM
133	Swiss Life Asset Management Ltd	$13.8M	26,354	+1,156	ADD
134	F/m Investments LLC	$13.4M	25,674	+181	ADD
135	BOOTHBAY FUND MANAGEMENT, LLC	$13.3M	25,503	+17,524	ADD
136	Walleye Capital LLC	$13.3M	25,482	+23,560	ADD
137	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$13.1M	25,059	+17,075	ADD
138	NEW YORK STATE COMMON RETIREMENT FUND	$12.8M	24,516	−200	TRIM
139	Hook Mill Capital Partners, LP	$12.7M	24,228	−8,107	TRIM
140	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$12.6M	24,132	−1,002	TRIM
141	BALDWIN WEALTH PARTNERS LLC/MA	$12.4M	23,776	−3,105	TRIM
142	Stanley Capital Management, LLC	$12.4M	23,730	0	NO CHANGE
143	Zurcher Kantonalbank (Zurich Cantonalbank)	$12.4M	23,645	−4,689	TRIM
144	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$12.3M	23,491	−1,949	TRIM
145	Cerity Partners LLC	$12.3M	23,453	+498	ADD
146	CWM, LLC	$11.9M	22,770	+4,300	ADD
147	Alphadyne Asset Management LP	$11.8M	22,642	+22,642	NEW
148	Empowered Funds, LLC	$11.7M	22,360	+4,722	ADD
149	Aware Super Pty Ltd as trustee of Aware Super	$11.6M	22,207	—	NO PRIOR
150	Vanguard Investments Australia, Ltd.	$11.6M	22,188	—	NO PRIOR
151	Northwest & Ethical Investments L.P.	$11.6M	22,134	+21,759	ADD
152	COOKSON PEIRCE & CO INC	$11.4M	21,904	+2,786	ADD
153	Chevy Chase Trust Holdings, LLC	$11.4M	21,854	−878	TRIM
154	Verition Fund Management LLC	$11.3M	21,600	−35,807	TRIM
155	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.3M	21,545	+9,540	ADD
156	BENDER ROBERT & ASSOCIATES	$11.0M	21,038	−864	TRIM
157	MOTCO	$10.9M	20,841	−394	TRIM
158	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$10.8M	20,651	+2,682	ADD
159	FIRST TRUST ADVISORS LP	$10.7M	20,528	−11,733	TRIM
160	Holocene Advisors, LP	$10.7M	20,400	0	NO CHANGE
161	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.5M	20,120	+420	ADD
162	Asset Management One Co., Ltd.	$10.3M	19,727	−27	TRIM
163	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$10.3M	19,673	−11,452	TRIM
164	APG Asset Management N.V.	$10.3M	22,640	−200	TRIM
165	DIAMOND HILL CAPITAL MANAGEMENT INC	$10.2M	19,522	−13,025	TRIM
166	BALYASNY ASSET MANAGEMENT L.P.	$9.8M	18,731	+13,566	ADD
167	Permanens Capital L.P.	$9.7M	18,584	+3,618	ADD
168	FFG Partners, LLC	$9.6M	18,446	+1,996	ADD
169	Creative Planning	$9.6M	18,424	+3,972	ADD
170	MACKENZIE FINANCIAL CORP	$9.4M	17,963	+177	ADD
171	NOMURA ASSET MANAGEMENT CO LTD	$9.4M	17,937	+736	ADD
172	CIBC WORLD MARKET INC.	$9.3M	17,739	−17,804	TRIM
173	Beacon Pointe Advisors, LLC	$9.3M	17,703	−1,798	TRIM
174	Schonfeld Strategic Advisors LLC	$9.2M	17,693	+17,693	NEW
175	Genus Capital Management Inc.	$9.1M	17,426	−657	TRIM
176	Tredje AP-fonden	$9.0M	17,161	+12,724	ADD
177	STIFEL FINANCIAL CORP	$8.4M	15,987	−9,297	TRIM
178	TRUIST FINANCIAL CORP	$8.3M	15,934	+1,888	ADD
179	NATIONAL BANK OF CANADA /FI/	$8.3M	15,909	−4,953	TRIM
180	Oliver Luxxe Assets LLC	$8.3M	15,849	+2,611	ADD
181	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.3M	17,756	+3,779	ADD
182	MML INVESTORS SERVICES, LLC	$8.2M	15,713	−1,789	TRIM
183	UNIVEST FINANCIAL Corp	$8.2M	15,628	−1,528	TRIM
184	SEB Asset Management AB	$8.1M	15,569	—	NO PRIOR
185	State of New Jersey Common Pension Fund D	$8.1M	15,532	−76	TRIM
186	BURNEY CO/	$8.1M	15,526	−2,490	TRIM
187	Night Squared LP	$8.1M	15,429	+923	ADD
188	Lansforsakringar Fondforvaltning AB (publ)	$8.0M	15,287	+563	ADD
189	SHELTON CAPITAL MANAGEMENT	$8.0M	15,247	+1,600	ADD
190	Baird Financial Group, Inc.	$7.7M	14,808	+14,808	NEW
191	Federation des caisses Desjardins du Quebec	$7.7M	14,792	+3,546	ADD
192	NewEdge Advisors, LLC	$7.7M	14,769	+14,769	NEW
193	Resona Asset Management Co.,Ltd.	$7.5M	14,436	+171	ADD
194	Sanctuary Advisors, LLC	$7.5M	14,312	+709	ADD
195	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.4M	14,153	−200	TRIM
196	Moran Wealth Management, LLC	$7.3M	13,947	+462	ADD
197	SHEETS SMITH WEALTH MANAGEMENT	$7.2M	13,855	−4,104	TRIM
198	Cetera Investment Advisers	$7.2M	13,853	+1,919	ADD
199	BLI - Banque de Luxembourg Investments	$7.2M	12,000	+12,000	NEW
200	Boothe Investment Group, Inc.	$7.0M	13,467	−7,370	TRIM
201	NISA INVESTMENT ADVISORS, LLC	$7.0M	13,331	−121	TRIM
202	BOWEN HANES & CO INC	$6.9M	13,280	−10	TRIM
203	HIGHLAND CAPITAL MANAGEMENT, LLC	$6.9M	13,128	−269	TRIM
204	TORONTO DOMINION BANK	$6.8M	13,083	−1,899	TRIM
205	Tidal Investments LLC	$6.8M	13,040	+1,896	ADD
206	ARMISTICE CAPITAL, LLC	$6.7M	12,736	+5,905	ADD
207	BLAIR WILLIAM & CO/IL	$6.6M	12,571	+61	ADD
208	Sompo Asset Management Co., Ltd.	$6.5M	12,452	−1,062	TRIM
209	Fulcrum Capital LLC	$6.5M	12,376	−4,858	TRIM
210	PRUDENTIAL PLC	$6.4M	12,167	−6,026	TRIM
211	Corient Private Wealth LLC	$6.3M	12,296	−231,795	TRIM
212	Czech National Bank	$6.3M	12,082	+258	ADD
213	Arizona State Retirement System	$6.3M	12,055	−238	TRIM
214	FIFTH THIRD BANCORP	$6.2M	11,884	+7,403	ADD
215	TRILLIUM ASSET MANAGEMENT, LLC	$6.1M	10,843	+2,465	ADD
216	Continuum Advisory, LLC	$6.1M	11,613	+11,613	NEW
217	COMMONWEALTH EQUITY SERVICES, LLC	$6.1M	11,611	−7,073	TRIM
218	ROMANO BROTHERS AND COMPANY	$5.9M	11,340	−3	TRIM
219	MONTAG A & ASSOCIATES INC	$5.8M	11,153	+2,726	ADD
220	USS Investment Management Ltd	$5.8M	11,042	+494	ADD
221	CIBC Asset Management Inc	$5.7M	10,925	+255	ADD
222	MetLife Investment Management, LLC	$5.7M	10,869	−430	TRIM
223	Caprock Group, LLC	$5.6M	10,655	+172	ADD
224	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.4M	10,334	−96	TRIM
225	VOYA INVESTMENT MANAGEMENT LLC	$5.4M	10,273	−347	TRIM
226	SummitTX Capital, L.P.	$5.3M	10,228	+10,228	NEW
227	NATIXIS	$5.3M	10,135	−51	TRIM
228	DnB Asset Management AS	$5.2M	9,940	+568	ADD
229	WESTPAC BANKING CORP	$5.2M	9,914	−90	TRIM
230	S-Bank Fund Management Ltd	$5.2M	9,900	−4,000	TRIM
231	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.1M	9,787	+8,015	ADD
232	SouthState Bank Corp	$5.1M	9,707	−18	TRIM
233	US BANCORP \DE\	$5.1M	9,701	−739	TRIM
234	Mirae Asset Global Investments Co., Ltd.	$5.0M	9,651	+1,392	ADD
235	Vanguard Personalized Indexing Management, LLC	$4.9M	9,461	+285	ADD
236	Retirement Systems of Alabama	$4.9M	9,420	−121	TRIM
237	Wealthfront Advisers LLC	$4.8M	9,222	+4,158	ADD
238	XTX Topco Ltd	$4.8M	9,157	+6,904	ADD
239	WINTON GROUP Ltd	$4.7M	8,973	+871	ADD
240	LAKE STREET PRIVATE WEALTH, LLC	$4.7M	8,969	−937	TRIM
241	GRIFFIN ASSET MANAGEMENT, INC.	$4.7M	8,951	+590	ADD
242	Freestone Capital Holdings, LLC	$4.7M	8,951	+35	ADD
243	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.7M	8,911	−3,227	TRIM
244	Merit Financial Group, LLC	$4.6M	8,893	+1,307	ADD
245	MERIDIAN MANAGEMENT CO	$4.6M	8,868	−1,858	TRIM
246	XPONANCE LLC	$4.6M	8,747	+963	ADD
247	Atria Investments, Inc	$4.5M	8,698	+1,702	ADD
248	IFM Investors Pty Ltd	$4.5M	8,644	+8,644	NEW
249	Man Group plc	$4.4M	8,437	−9,917	TRIM
250	Daiwa Securities Group Inc.	$4.3M	8,209	+138	ADD
251	Private Advisor Group, LLC	$4.2M	8,099	−2,053	TRIM
252	INTECH INVESTMENT MANAGEMENT LLC	$4.2M	8,032	+1,522	ADD
253	Hedeker Wealth, LLC	$4.1M	7,893	+216	ADD
254	Gradient Investments LLC	$4.1M	7,842	+4,037	ADD
255	Bell & Brown Wealth Advisors, LLC	$4.1M	7,834	−5,424	TRIM
256	Citizens Business Bank	$3.9M	7,376	−83	TRIM
257	HUSSMAN STRATEGIC ADVISORS, INC.	$3.8M	7,350	+7,350	NEW
258	Utah Retirement Systems	$3.8M	7,213	−239	TRIM
259	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.7M	7,131	+1,337	ADD
260	BROWN ADVISORY INC	$3.7M	7,091	−1,325	TRIM
261	OP Asset Management Ltd	$3.7M	7,062	—	NO PRIOR
262	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.7M	7,056	−403	TRIM
263	QRG CAPITAL MANAGEMENT, INC.	$3.7M	7,013	+1,427	ADD
264	BANK OF NOVA SCOTIA	$3.6M	6,842	−15,476	TRIM
265	FULLER & THALER ASSET MANAGEMENT, INC.	$3.5M	6,740	−8,020	TRIM
266	AGF MANAGEMENT LTD	$3.5M	6,720	−349,598	TRIM
267	Steward Partners Investment Advisory, LLC	$3.5M	6,624	+2,721	ADD
268	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.5M	6,618	+91	ADD
269	FIDUCIARY TRUST CO	$3.4M	6,583	+6,583	NEW
270	OSAIC HOLDINGS, INC.	$3.4M	6,516	−4,629	TRIM
271	OPPENHEIMER & CO INC	$3.4M	6,479	+2,255	ADD
272	Convergence Financial, LLC	$3.4M	6,452	+3,138	ADD
273	ProShare Advisors LLC	$3.4M	6,450	−1,776	TRIM
274	CARRET ASSET MANAGEMENT, LLC	$3.4M	6,432	+75	ADD
275	Summit Trail Advisors, LLC	$3.4M	6,415	+863	ADD
276	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.3M	6,321	+144	ADD
277	Voleon Capital Management LP	$3.3M	6,310	−7,095	TRIM
278	UniSuper Management Pty Ltd	$3.3M	6,291	+1,274	ADD
279	FIRST NATIONAL BANK OF OMAHA	$3.3M	6,390	−1,116	TRIM
280	Tabor Asset Management, LP	$3.3M	6,235	−1,264	TRIM
281	MAI Capital Management	$3.2M	6,133	+161	ADD
282	MACQUARIE GROUP LTD	$3.2M	6,117	−5,010	TRIM
283	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.2M	6,116	−1,828	TRIM
284	NEOS Investment Management LLC	$3.2M	6,061	+4,428	ADD
285	STEPHENS INC /AR/	$3.2M	6,060	−228	TRIM
286	Pine Valley Investments Ltd Liability Co	$3.1M	5,851	−460	TRIM
287	Janus Henderson Group Ltd.	$3.1M	5,840	−72	TRIM
288	Regal Investment Advisors LLC	$3.0M	5,792	−631	TRIM
289	Oxbow Advisors, LLC	$3.0M	5,785	+5,785	NEW
290	PERRYMAN FINANCIAL ADVISORY INC /AD	$2.9M	5,624	+104	ADD
291	REGIONS FINANCIAL CORP	$2.9M	5,590	−621	TRIM
292	Bank Julius Baer & Co. Ltd, Zurich	$2.9M	5,650	+1,294	ADD
293	Vinva Investment Management Ltd	$2.9M	5,628	+2,209	ADD
294	Lynch Asset Management, Inc.	$2.8M	5,450	0	NO CHANGE
295	OMERS ADMINISTRATION Corp	$2.8M	5,348	−14	TRIM
296	CREDIT AGRICOLE S A	$2.8M	5,348	−2,810	TRIM
297	Silvant Capital Management LLC	$2.8M	5,267	−3,977	TRIM
298	Westerkirk Capital Inc.	$2.8M	5,267	−256	TRIM
299	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.7M	5,258	−176	TRIM
300	LAFFER TENGLER INVESTMENTS, INC.	$2.7M	5,200	+117	ADD
301	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	5,037	−100	TRIM
302	Sterling Capital Management LLC	$2.6M	5,019	−609	TRIM
303	Ashton Thomas Private Wealth, LLC	$2.6M	4,971	−191	TRIM
304	PATTON FUND MANAGEMENT, INC.	$2.6M	4,946	−8,366	TRIM
305	Dakota Wealth Management	$2.6M	4,919	−1,906	TRIM
306	Glenview Trust Co	$2.5M	4,851	−396	TRIM
307	FORTEM FINANCIAL GROUP, LLC	$2.5M	4,841	+588	ADD
308	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.5M	4,717	−96	TRIM
309	Lifetime Wealth Management P.C.	$2.4M	4,677	−605	TRIM
310	BUCKHEAD CAPITAL MANAGEMENT LLC	$2.4M	4,619	−2,735	TRIM
311	YOUSIF CAPITAL MANAGEMENT, LLC	$2.4M	4,618	−248	TRIM
312	EP Wealth Advisors, LLC	$2.4M	4,555	+286	ADD
313	Schear Investment Advisers, LLC	$2.3M	4,489	−51	TRIM
314	WELLINGTON MANAGEMENT GROUP LLP	$2.3M	4,431	+707	ADD
315	Radnor Capital Management, LLC	$2.3M	4,423	−20	TRIM
316	AGMAN CAPITAL LLC	$2.3M	4,415	−2,706	TRIM
317	Andrew Hill Investment Advisors, Inc.	$2.2M	4,291	+1,147	ADD
318	BAR HARBOR WEALTH MANAGEMENT	$2.2M	4,274	−143	TRIM
319	LOUISBOURG INVESTMENTS INC.	$2.2M	5,455	−189	TRIM
320	Linden Thomas Advisory Services, LLC	$2.2M	4,219	−1,151	TRIM
321	JANE STREET GROUP, LLC	$2.2M	4,177	+469	ADD
322	Avanza Fonder AB	$2.2M	4,120	−144	TRIM
323	Crossmark Global Holdings, Inc.	$2.1M	4,078	—	NO PRIOR
324	ODDO BHF ASSET MANAGEMENT SAS	$2.1M	4,029	+169	ADD
325	Engineers Gate Manager LP	$2.1M	4,020	+3,051	ADD
326	Pathstone Holdings, LLC	$2.1M	3,957	−70	TRIM
327	Processus Wealth & Capital Management, LLC	$2.1M	3,929	+23	ADD
328	HBW ADVISORY SERVICES LLC	$2.0M	3,859	−837	TRIM
329	Knollwood Investment Advisory, LLC	$2.0M	3,791	0	NO CHANGE
330	Graham Capital Management, L.P.	$2.0M	3,780	+3,105	ADD
331	Pallas Capital Advisors LLC	$2.0M	3,779	−450	TRIM
332	Magnetar Financial LLC	$2.0M	3,771	+140	ADD
333	&PARTNERS	$2.0M	3,776	−677	TRIM
334	Rockefeller Capital Management L.P.	$2.0M	3,749	+269	ADD
335	Kingsview Wealth Management, LLC	$2.0M	3,738	+764	ADD
336	Ethic Inc.	$1.9M	3,704	+532	ADD
337	Vontobel Holding Ltd.	$1.9M	3,676	−269	TRIM
338	JONES FINANCIAL COMPANIES LLLP	$1.9M	3,646	+1,486	ADD
339	Edgestream Partners, L.P.	$1.9M	3,631	+3,631	NEW
340	Concurrent Investment Advisors, LLC	$1.9M	3,560	+423	ADD
341	Focus Partners Advisor Solutions, LLC	$1.9M	3,553	+398	ADD
342	Advisors Asset Management, Inc.	$1.8M	3,474	+2,025	ADD
343	Greenfield Seitz Capital Management, LLC	$1.8M	3,474	+35	ADD
344	Bridgewater Associates, LP	$1.8M	3,471	+3,471	NEW
345	Polymer Capital Management (US) LLC	$1.8M	3,386	+1,043	ADD
346	RITHOLTZ WEALTH MANAGEMENT	$1.8M	3,369	−242	TRIM
347	CHOREO, LLC	$1.7M	3,324	+50	ADD
348	Soltis Investment Advisors LLC	$1.7M	3,301	−1,765	TRIM
349	Y.D. More Investments Ltd	$1.7M	3,300	−968	TRIM
350	Vident Advisory, LLC	$1.7M	3,238	+412	ADD
351	Jefferies Financial Group Inc.	$1.7M	3,225	−2,235	TRIM
352	Bedell Frazier Investment Counselling, LLC	$1.7M	3,215	−28	TRIM
353	Sequoia Financial Advisors, LLC	$1.7M	3,203	+118	ADD
354	GC Wealth Management RIA, LLC	$1.7M	3,178	−125	TRIM
355	ASR Vermogensbeheer N.V.	$1.7M	3,178	+453	ADD
356	Point Windward Advisors Inc.	$1.7M	3,177	+43	ADD
357	Rafferty Asset Management, LLC	$1.7M	3,177	−1,344	TRIM
358	Investment Management Corp of Ontario	$1.7M	3,160	−403	TRIM
359	Clearstead Advisors, LLC	$1.6M	3,156	−30,310	TRIM
360	Performance Wealth Partners, LLC	$1.6M	3,110	−165	TRIM
361	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	3,101	+3,101	NEW
362	Henshaw Capital LLC	$1.6M	3,077	—	NO PRIOR
363	Havemeyer Place LP	$1.6M	3,051	+3,051	NEW
364	Chicago Partners Investment Group LLC	$1.6M	2,811	+1,146	ADD
365	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.6M	3,000	0	NO CHANGE
366	K.J. Harrison & Partners Inc	$1.6M	3,000	+3,000	NEW
367	BLUE JEAN FINANCIAL LLC	$1.5M	2,958	+2,958	NEW
368	M&T BANK CORP	$1.5M	2,948	−266	TRIM
369	Virtus Investment Advisers, LLC	$1.5M	2,914	−763	TRIM
370	AustralianSuper Pty Ltd	$1.5M	2,886	0	NO CHANGE
371	TWO SIGMA INVESTMENTS, LP	$1.5M	2,860	+2,860	NEW
372	Avalon Trust Co	$1.5M	2,833	+52	ADD
373	Northstar Advisory Group, LLC	$1.5M	2,816	+371	ADD
374	Norinchukin Bank, The	$1.5M	2,803	−33	TRIM
375	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.5M	2,796	+2,796	NEW
376	COMMERCE BANK	$1.4M	2,760	+9	ADD
377	Independent Advisor Alliance	$1.4M	2,756	−748	TRIM
378	Woodline Partners LP	$1.4M	2,735	−4,915	TRIM
379	Ballentine Partners, LLC	$1.4M	2,727	+1,958	ADD
380	Richard W. Paul & Associates, LLC	$1.4M	2,709	−119	TRIM
381	MIZUHO SECURITIES USA LLC	$1.4M	2,682	−583	TRIM
382	B. Metzler seel. Sohn & Co. AG	$1.4M	2,682	+325	ADD
383	Grantham, Mayo, Van Otterloo & Co. LLC	$1.4M	2,633	+55	ADD
384	Sierra Legacy Group	$1.4M	2,619	0	NO CHANGE
385	HARTFORD INVESTMENT MANAGEMENT CO	$1.3M	2,560	−31	TRIM
386	EXCHANGE TRADED CONCEPTS, LLC	$1.3M	2,549	+256	ADD
387	Aaron Wealth Advisors LLC	$1.3M	2,545	−775	TRIM
388	LaFleur & Godfrey LLC	$1.3M	2,544	−36	TRIM
389	Quantum Private Wealth, LLC	$1.3M	2,521	0	NO CHANGE
390	NorthCrest Asset Manangement, LLC	$1.3M	2,393	−1,033	TRIM
391	MATTERN CAPITAL MANAGEMENT, LLC	$1.3M	2,447	+132	ADD
392	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	2,388	+404	ADD
393	Owlhouse Capital LP	$1.2M	2,376	−3,924	TRIM
394	Berkeley, Inc	$1.2M	2,360	−2,504	TRIM
395	PINNACLE ASSOCIATES LTD	$1.2M	2,306	−46	TRIM
396	Inscription Capital, LLC	$1.2M	2,292	−154	TRIM
397	Kestra Advisory Services, LLC	$1.2M	2,286	−743	TRIM
398	Callan Family Office, LLC	$1.2M	2,285	+15	ADD
399	Lighthouse Investment Partners, LLC	$1.2M	2,272	+1,124	ADD
400	Vise Technologies, Inc.	$1.2M	1,958	0	NO CHANGE
401	Generali Asset Management SPA SGR	$1.2M	2,236	+72	ADD
402	FIRST MANHATTAN CO. LLC.	$1.2M	2,220	−150	TRIM
403	Towne Trust Company, N.A	$1.2M	2,220	−638	TRIM
404	World Investment Advisors	$1.2M	2,213	+6	ADD
405	Maryland State Retirement & Pension System	$1.1M	2,198	0	NO CHANGE
406	HUNTINGTON NATIONAL BANK	$1.1M	2,188	+2,188	NEW
407	Strategic Financial Services, Inc.	$1.1M	2,183	—	NO PRIOR
408	Neo Ivy Capital Management	$1.1M	2,152	+2,152	NEW
409	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	2,150	−1,002	TRIM
410	Fiera Capital Corp	$1.1M	2,122	0	NO CHANGE
411	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	2,122	−137	TRIM
412	JAMES INVESTMENT RESEARCH, INC.	$1.1M	2,107	+2,107	NEW
413	LRT Capital Management, LLC	$1.1M	2,059	+2,059	NEW
414	TWIN CAPITAL MANAGEMENT INC	$1.1M	2,057	+37	ADD
415	Krilogy Financial LLC	$1.1M	1,955	+265	ADD
416	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	2,012	−1,920	TRIM
417	NewEdge Wealth, LLC	$1.0M	2,001	−266	TRIM
418	MEEDER ASSET MANAGEMENT INC	$1.0M	1,997	+1,778	ADD
419	PRINCIPAL SECURITIES, INC.	$1.0M	1,989	+344	ADD
420	Resonant Capital Advisors, LLC	$1.0M	1,979	−6	TRIM
421	IHT Wealth Management, LLC	$1.0M	1,968	+155	ADD
422	ATALANTA SOSNOFF CAPITAL, LLC	$1.0M	1,963	+609	ADD
423	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.0M	1,950	+262	ADD
424	FULTON BANK, N.A.	$1.0M	1,923	−23	TRIM
425	KEYNOTE FINANCIAL SERVICES LLC	$1.0M	1,920	+4	ADD
426	Dai-ichi Life Insurance Company, Ltd	$1.0M	1,918	0	NO CHANGE
427	INVESTMENT HOUSE LLC	$991K	1,895	0	NO CHANGE
428	Invariant Investment Management	$962K	1,805	+17	ADD
429	BTG Pactual Asset Management US LLC	$961K	1,838	+1,838	NEW
430	RWA WEALTH PARTNERS, LLC	$955K	1,828	+66	ADD
431	Metis Global Partners, LLC	$951K	1,820	−372	TRIM
432	MUFG Securities EMEA plc	$951K	1,819	−19	TRIM
433	AZZAD ASSET MANAGEMENT INC /ADV	$951K	1,819	−1	TRIM
434	North Dakota State Investment Board	$946K	1,809	−268	TRIM
435	GUIDANCE CAPITAL, INC	$942K	1,769	+90	ADD
436	Shay Capital LLC	$941K	1,800	−200	TRIM
437	GUGGENHEIM CAPITAL LLC	$930K	1,780	−358	TRIM
438	Empirical Finance, LLC	$912K	1,745	−4	TRIM
439	PATTEN & PATTEN INC/TN	$907K	1,735	−25	TRIM
440	Diversified Investment Strategies, LLC	$907K	1,735	0	NO CHANGE
441	E. Ohman J:or Asset Management AB	$907K	1,735	+160	ADD
442	Brevan Howard Capital Management LP	$904K	1,729	+1,729	NEW
443	Plato Investment Management Ltd	$900K	1,721	0	NO CHANGE
444	McLaughlin Asset Management, Inc.	$900K	1,722	−164	TRIM
445	EVOLVE PRIVATE WEALTH, LLC	$898K	1,718	+166	ADD
446	COLDSTREAM CAPITAL MANAGEMENT INC	$898K	1,718	+54	ADD
447	PACES FERRY WEALTH ADVISORS, LLC	$896K	1,715	0	NO CHANGE
448	denkapparat Operations GmbH	$894K	1,710	0	NO CHANGE
449	Parallax Volatility Advisers, L.P.	$890K	1,561	+1,561	NEW
450	AVALON CAPITAL MANAGEMENT	$880K	1,684	0	NO CHANGE
451	Kera Capital Partners, Inc.	$878K	1,679	+119	ADD
452	Perigon Wealth Management, LLC	$875K	1,675	+750	ADD
453	Pinnacle Financial Partners, Inc.	$870K	1,665	+13	ADD
454	HB Wealth Management, LLC	$864K	1,653	+313	ADD
455	Saudi Central Bank	$856K	1,637	+1,637	NEW
456	MOODY NATIONAL BANK TRUST DIVISION	$851K	1,629	+17	ADD
457	EARNED WEALTH ADVISORS, LLC	$846K	1,619	+838	ADD
458	Mediolanum International Funds Ltd	$842K	1,650	−4,538	TRIM
459	Accurate Wealth Management, LLC	$818K	1,572	+76	ADD
460	Legacy Advisors, LLC	$806K	1,542	−1	TRIM
461	Apollon Wealth Management, LLC	$802K	1,534	+156	ADD
462	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$801K	1,533	+240	ADD
463	Bull Harbor Capital LLC	$800K	1,530	—	NO PRIOR
464	Lombard Odier Asset Management (Switzerland) SA	$798K	1,526	+1,526	NEW
465	INTRUST BANK NA	$788K	1,507	+23	ADD
466	Dynamic Technology Lab Private Ltd	$781K	1,494	+282	ADD
467	SIRIOS CAPITAL MANAGEMENT L P	$774K	1,480	−871	TRIM
468	Tempus Wealth Planning, LLC	$759K	1,453	+20	ADD
469	Kathmere Capital Management, LLC	$756K	1,447	−152	TRIM
470	Saranac Partners Ltd	$756K	24,670	+24,670	NEW
471	NorthRock Partners, LLC	$755K	1,443	+1,443	NEW
472	Lido Advisors, LLC	$746K	1,427	+44	ADD
473	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$742K	1,419	−14	TRIM
474	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$740K	1,379	+912	ADD
475	Equitable Holdings, Inc.	$739K	1,250	+100	ADD
476	Baker Avenue Asset Management, LP	$737K	1,409	+339	ADD
477	J. Safra Sarasin Holding AG	$735K	1,407	−1,362	TRIM
478	Integrated Advisors Network LLC	$720K	1,377	−31	TRIM
479	Banque Cantonale Vaudoise	$711K	1,361	+61	ADD
480	Arax Advisory Partners	$706K	1,353	+703	ADD
481	INDEPENDENT FINANCIAL GROUP, LLC	$692K	1,323	—	NO PRIOR
482	GKV Capital Management Co., Inc.	$684K	1,308	+128	ADD
483	Moors & Cabot, Inc.	$682K	1,305	−209	TRIM
484	Vestmark Advisory Solutions, Inc.	$676K	1,293	+382	ADD
485	Sowell Financial Services LLC	$671K	1,283	+141	ADD
486	SECURIAN ASSET MANAGEMENT, INC	$668K	1,278	0	NO CHANGE
487	NORDEN GROUP LLC	$662K	1,267	−380	TRIM
488	QUADRANT CAPITAL GROUP LLC	$653K	1,250	+55	ADD
489	MUFG SECURITIES AMERICAS INC.	$642K	1,228	+20	ADD
490	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$635K	1,215	+46	ADD
491	MGO ONE SEVEN LLC	$635K	1,214	−1,357	TRIM
492	SCOTIA CAPITAL INC.	$634K	1,213	+1,213	NEW
493	Sagewood Asset Management LP	$634K	1,213	+1,213	NEW
494	Blueshift Asset Management, LLC	$629K	1,203	+1,203	NEW
495	Keebeck Wealth Management	$627K	1,200	0	NO CHANGE
496	HUB Investment Partners, LLC	$622K	1,190	+168	ADD
497	Chesley Taft & Associates LLC	$612K	1,170	+49	ADD
498	Brooklyn Investment Group	$610K	1,167	+408	ADD
499	Global Assets Advisory, LLC	$601K	1,150	−25	TRIM
500	Mattson Financial Services, LLC	$593K	1,134	+448	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ULTA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Gotham Asset Management, Tudor Investment Corp, Bridgewater Associates, Caxton Associates $86.0M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ULTA BEAUTY INC

Merged timeline of congressional filings and notable-manager moves on ULTA
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+20,331 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+53,250 sh
2026-05-15	Bridgewater Associates 13F	NEW	+3,471 sh
2026-05-14	Caxton Associates 13F	ADD	+391 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed ULTA — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).