Who holds ULTAticker 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 ↗

882

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$18.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

412

addsholders whose share count rose or who opened the position (new + add), by shares

137

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed ULTA — the congressional view ↗