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

ULTA ranks #452 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1040 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.

Sanders Capital, LLC has added to its ULTA position for two straight quarters, increasing it by $345.3M to reach $1.1B today.

BlackRock has trimmed its ULTA position for two straight quarters, cutting it by $668.2M while still holding $1.8B.

ULTA is up 3.8% 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 20.0.

• 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