Ulta Beauty Inc (ULTA) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

ULTA ranks #451 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1047 institutions disclose a position in ULTA, but none treat it as a major bet — even Starlite Capital INC, its most concentrated holder, allocates just 3.5% of its own portfolio to it.

ASR Vermogensbeheer N.V. has added to its ULTA position for two straight quarters, increasing it by $3.1M to reach $4.7M today.

Burney Co/ has trimmed its ULTA position for two straight quarters, cutting it by $6.3M while still holding $1.8M.

ULTA is up 1.1% today, and institutions have been net buyers of $8.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ULTA posted net income of $1.2B over the trailing twelve months, and currently trades at a P/E of 21.2.

• Profitable — net income of $1.2B over the trailing twelve months
• Revenue grew 13.5% year over year
• Net income improved year over year, from $1.2B to $1.2B
• Generated $1.5B in positive operating cash flow
• Current ratio of 1.41x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.50x equity — within a conventional range