Ulta Beauty, Inc. (ULTA) — Institutional Holders, Q2 2026 (page 7)
1,033 institutional investment managers reported a ULTA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ULTA 13F holders ranked 601–700 of 1,033
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | HB Wealth Management#601 · 1,129 sh | 1,129 | $509.2K | — | -31.7% |
| 602 | Kathmere Capital Management#602 · 1,128 sh | 1,128 | $508.7K | — | -22.0% |
| 603 | Canada Post Registered Pension Plan#603 · 1,127 sh | 1,127 | $508.3K | 0.02% | -43.7% |
| 604 | NORDEN GROUP#604 · 1,126 sh | 1,126 | $507.8K | — | -11.1% |
| 605 | TAGStone Capital#605 · 1,125 sh | 1,125 | $507.4K | 0.16% | 0.0% |
| 606 | Wahed Invest#606 · 1,120 sh | 1,120 | $505.1K | 0.05% | +1.5% |
| 607 | Lodestone Wealth Management#607 · 1,110 sh | 1,110 | $500.6K | — | -7.5% |
| 608 | Chicago Capital#608 · 1,100 sh | 1,100 | $496.1K | — | 0.0% |
| 609 | Stiles Financial Services#609 · 1,098 sh | 1,098 | $495.2K | 0.12% | +4.8% |
| 610 | Sagewood Asset Management#610 · 1,094 sh | 1,094 | $493.4K | 0.11% | -9.8% |
| 611 | ROBERTS GLORE#611 · 1,088 sh | 1,088 | $490.7K | 0.12% | +171.3% |
| 612 | Farther Finance Advisors#612 · 1,084 sh | 1,084 | $489.1K | — | -12.3% |
| 613 | Sterling Capital Management#613 · 1,084 sh | 1,084 | $488.9K | — | -78.4% |
| 614 | NorthRock Partners#614 · 1,084 sh | 1,084 | $488.9K | <0.01% | -24.9% |
| 615 | CONTRAVISORY INVESTMENT MANAGEMENT#615 · 1,069 sh | 1,069 | $482.1K | — | -3.1% |
| 616 | Aaron Wealth Advisors#616 · 1,061 sh | 1,061 | $478.5K | — | -58.3% |
| 617 | Phoenix Wealth Advisors#617 · 1,052 sh | 1,052 | $474.4K | 0.16% | -1.8% |
| 618 | Metis Global Partners#618 · 1,050 sh | 1,050 | $473.5K | 0.01% | -42.3% |
| 619 | JT Stratford#619 · 1,042 sh | 1,042 | $469.9K | 0.05% | New |
| 620 | RMR Wealth Builders#620 · 1,019 sh | 1,019 | $459.5K | — | -3.2% |
| 621 | ATALANTA SOSNOFF CAPITAL#621 · 1,013 sh | 1,013 | $456.8K | <0.01% | -48.4% |
| 622 | FIRST FOUNDATION ADVISORS#622 · 1,009 sh | 1,009 | $455.0K | 0.02% | -6.2% |
| 623 | Institute for Wealth Management#623 · 1,004 sh | 1,004 | $452.6K | 0.04% | 0.0% |
| 624 | Osmosis Investment Management UK Ltd#624 · 1,003 sh | 1,003 | $452.3K | 0.02% | -11.1% |
| 625 | WINEBRENNER CAPITAL MANAGEMENT#625 · 1,000 sh | 1,000 | $451.0K | — | 0.0% |
| 626 | Collaborative Fund Advisors#626 · 996 sh | 996 | $449.2K | 0.26% | New |
| 627 | TCW GROUP#627 · 985 sh | 985 | $444.2K | <0.01% | -6.5% |
| 628 | RNC CAPITAL MANAGEMENT#628 · 981 sh | 981 | $442.4K | 0.02% | 0.0% |
| 629 | Rehmann Capital Advisory Group#629 · 965 sh | 965 | $435.2K | 0.02% | +4.1% |
| 630 | Baker Avenue Asset Management#630 · 960 sh | 960 | $433.0K | <0.01% | -31.9% |
| 631 | TEMA ETFS#631 · 955 sh | 955 | $430.7K | — | 0.0% |
| 632 | Wedmont Private Capital#632 · 912 sh | 912 | $427.9K | — | -7.5% |
| 633 | HANCOCK WHITNEY#633 · 945 sh | 945 | $426.2K | <0.01% | -0.3% |
| 634 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#634 · 915 sh | 915 | $412.6K | — | 0.0% |
| 635 | SummitTX Capital, L.P.#635 · 914 sh | 914 | $412.2K | 0.01% | -91.1% |
| 636 | BESSEMER GROUP#636 · 913 sh | 913 | $412.0K | <0.01% | +10.3% |
| 637 | Machina Capital S.A.S.#637 · 909 sh | 909 | $409.9K | 0.07% | -14.8% |
| 638 | Applied Finance Capital Management#638 · 901 sh | 901 | $406.3K | 0.03% | New |
| 639 | ANGELES WEALTH MANAGEMENT#639 · 886 sh | 886 | $399.6K | — | -0.6% |
| 640 | Livforsakringsbolaget Skandia, Omsesidigt#640 · 886 sh | 886 | $399.3K | — | 0.0% |
| 641 | Cornerstone Wealth Management#641 · 885 sh | 885 | $399.1K | 0.02% | +4.5% |
| 642 | B. Riley Wealth Advisors#642 · 868 sh | 868 | $398.5K | — | -1.0% |
| 643 | Siemens Fonds Invest GmbH#643 · 881 sh | 881 | $397.3K | 0.02% | 0.0% |
| 644 | Bull Harbor Capital#644 · 881 sh | 881 | $397.3K | 0.08% | -42.4% |
| 645 | VestGen Advisors#645 · 879 sh | 879 | $396.4K | 0.01% | -18.7% |
| 646 | DAYMARK WEALTH PARTNERS#646 · 872 sh | 872 | $393.3K | <0.01% | -8.3% |
| 647 | Goelzer Investment Management#647 · 862 sh | 862 | $388.7K | — | +0.2% |
| 648 | Ausdal Financial Partners#648 · 844 sh | 844 | $380.6K | 0.01% | +0.1% |
| 649 | Atom Investors#649 · 838 sh | 838 | $377.9K | 0.03% | -6.8% |
| 650 | NLB Skladi, upravljanje premozenja, d.o.o.#650 · 835 sh | 835 | $376.6K | — | -6.3% |
| 651 | GWN SECURITIES#651 · 833 sh | 833 | $375.7K | 0.06% | +28.0% |
| 652 | Sigma Planning#652 · 833 sh | 833 | $375.5K | — | +9.3% |
| 653 | WESTWOOD GROUP#653 · 824 sh | 824 | $371.6K | <0.01% | New |
| 654 | SCHWARTZ INVESTMENT COUNSEL#654 · 824 sh | 824 | $371.6K | — | -26.7% |
| 655 | INDEPENDENT FINANCIAL GROUP#655 · 823 sh | 823 | $371.2K | — | +6.7% |
| 656 | IFP Advisors#656 · 822 sh | 822 | $370.7K | — | -34.8% |
| 657 | EARNED WEALTH ADVISORS#657 · 821 sh | 821 | $370.3K | 0.02% | -49.3% |
| 658 | EverSource Wealth Advisors#658 · 820 sh | 820 | $369.8K | 0.01% | -89.3% |
| 659 | Sepio Capital#659 · 815 sh | 815 | $367.5K | — | -8.6% |
| 660 | Johnson Financial Group#660 · 807 sh | 807 | $363.9K | 0.01% | +7.3% |
| 661 | Reflection Asset Management#661 · 807 sh | 807 | $363.9K | 0.17% | -26.5% |
| 662 | Sargent Investment Group#662 · 806 sh | 806 | $363.5K | 0.04% | -0.1% |
| 663 | Jackson Creek Investment Advisors#663 · 707 sh | 707 | $363.0K | 0.12% | -26.0% |
| 664 | Wakefield Asset Management LLLP#664 · 802 sh | 802 | $361.7K | 0.08% | 0.0% |
| 665 | First Dallas Securities#665 · 800 sh | 800 | $360.8K | 0.12% | New |
| 666 | VIEWPOINT INVESTMENT PARTNERS#666 · 800 sh | 800 | $360.8K | — | New |
| 667 | MARATHON CAPITAL MANAGEMENT#667 · 798 sh | 798 | $359.9K | — | New |
| 668 | Engineers Gate Manager#668 · 797 sh | 797 | $359.4K | <0.01% | -80.2% |
| 669 | Limestone Investment Advisors#669 · 796 sh | 796 | $359.0K | 0.03% | New |
| 670 | Accurate Wealth Management#670 · 764 sh | 764 | $358.5K | — | -51.4% |
| 671 | Advisory Services Network#671 · 793 sh | 793 | $358.0K | <0.01% | -55.3% |
| 672 | Bienville Capital Management#672 · 788 sh | 788 | $355.4K | 0.05% | 0.0% |
| 673 | COOPER CREEK PARTNERS MANAGEMENT#673 · 782 sh | 782 | $353.0K | <0.01% | 0.0% |
| 674 | OneDigital Investment Advisors#674 · 775 sh | 775 | $349.5K | <0.01% | +0.9% |
| 675 | Williams Jones Wealth Management#675 · 774 sh | 774 | $349.1K | <0.01% | +1.0% |
| 676 | Clear Creek Financial Management#676 · 772 sh | 772 | $348.2K | 0.02% | -12.3% |
| 677 | PRINCIPAL SECURITIES#677 · 763 sh | 763 | $344.1K | <0.01% | -61.6% |
| 678 | Hardy Reed#678 · 745 sh | 745 | $336.0K | 0.02% | -2.9% |
| 679 | JOHNSON INVESTMENT COUNSEL#679 · 743 sh | 743 | $335.1K | <0.01% | +2.9% |
| 680 | Keel Point#680 · 738 sh | 738 | $332.8K | 0.02% | -1.9% |
| 681 | Waverly Advisors#681 · 737 sh | 737 | $332.6K | <0.01% | -15.0% |
| 682 | ANCHOR CAPITAL ADVISORS#682 · 727 sh | 727 | $327.9K | <0.01% | -6.4% |
| 683 | CERTUITY#683 · 719 sh | 719 | $324.4K | 0.02% | -40.1% |
| 684 | Broadway Wealth Solutions#684 · 716 sh | 716 | $322.9K | — | +25.8% |
| 685 | W.G. Shaheen & Associates DBA Whitney#685 · 715 sh | 715 | $322.5K | 0.02% | 0.0% |
| 686 | LAZARD ASSET MANAGEMENT#686 · 714 sh | 714 | $322.0K | <0.01% | +63.0% |
| 687 | ASAHI LIFE ASSET MANAGEMENT , LTD.#687 · 712 sh | 712 | $321.1K | 0.18% | New |
| 688 | HARBOR INVESTMENT ADVISORY#688 · 709 sh | 709 | $319.7K | — | 0.0% |
| 689 | Laird Norton Wetherby Company#689 · 707 sh | 707 | $318.8K | <0.01% | -9.4% |
| 690 | Ascent Group#690 · 703 sh | 703 | $317.0K | <0.01% | -19.7% |
| 691 | Triangle Securities Wealth Management#691 · 696 sh | 696 | $313.9K | — | -14.8% |
| 692 | Parallel Advisors#692 · 687 sh | 687 | $310.1K | <0.01% | -10.5% |
| 693 | AE Wealth Management#693 · 687 sh | 687 | $309.7K | <0.01% | +0.3% |
| 694 | SYM FINANCIAL#694 · 686 sh | 686 | $309.4K | — | -10.1% |
| 695 | Freedom Financial Partners#695 · 680 sh | 680 | $306.7K | — | +1.5% |
| 696 | SIGNATUREFD#696 · 670 sh | 670 | $302.3K | — | +0.9% |
| 697 | OARSMAN CAPITAL#697 · 670 sh | 670 | $302.2K | 0.03% | -2.9% |
| 698 | 71 West Capital Partners#698 · 666 sh | 666 | $300.4K | 0.01% | +20.4% |
| 699 | Accuvest Global Advisors#699 · 663 sh | 663 | $299.0K | 0.26% | New |
| 700 | Secure Asset Management#700 · 661 sh | 661 | $298.1K | — | -24.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.