Ticker · CUSIP 90384S303

ULTA

ULTA BEAUTY INC

Consumer Cyclical·Specialty Retail

···Share

Holders (tracked)

Combined shares

3,201,168

Combined value

$1.94B

Last close

$553.36

Quarter

2025Q4

Price is -8.5% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$553.36+195.61 (+54.68%)H $706.82 · L $357.75 · Avg Vol 699K

Congress sell

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

SEC event timeline

28 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−307,428 shares · 2025Q4
Position
Wellington Management added2026-02-17
+2,091 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+12,800 shares · 2025Q4
Position
Jeremy Grantham (GMO) added2026-02-17
+252 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−134 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+218,762 shares · 2025Q4
Position
Two Sigma Investments opened position2026-02-17
+3,700 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−61,350 shares · 2025Q4
Position
Steve Cohen (Point72) exited2026-02-17
−49,020 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−72,306 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−465 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) trimmed2026-02-13
−5,899 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+712,323 shares · 2025Q4
Position
Bill Smead (Smead Capital) trimmed2026-02-09
−9,946 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−15,556 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−179,166 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−47,073 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−240,225 shares · 2025Q3
Position
D.E. Shaw & Co. opened position2025-11-14
+4,426 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) trimmed2025-11-14
−3,608 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−44,561 shares · 2025Q3
Position
Wellington Management added2025-11-14
+210 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−124,600 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−553,184 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−58,104 shares · 2025Q3
Position
Jeremy Grantham (GMO) added2025-11-13
+1,012 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+77,839 shares · 2024Q3
Position
Bill Smead (Smead Capital) trimmed2025-11-10
−11,735 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for ULTA →

Follow-the-investor returns

If you'd copied each holder of ULTA…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Bill Smead (Smead Capital)	2020Q2	$359.99	+53.7%	$79.4M
Norges Bank (Norway SWF)	2016Q1	$375.15	+47.5%	$394.2M
T. Rowe Price	2016Q1	$386.37	+43.2%	$548.4M
Paul Tudor Jones (Tudor Investment)	2016Q1	$409.67	+35.1%	$1.4M
Paul Tudor Jones (Tudor Investment)	2016Q1	$409.67	+35.1%	$1.4M
AQR Capital Management	2016Q1	$418.15	+32.3%	$165.0M
Lee Ainslie (Maverick Capital)	2016Q1	$468.94	+18.0%	$452K
Jeremy Grantham (GMO)	2022Q2	$471.14	+17.5%	$1.4M
Two Sigma Investments	2016Q1	$506.56	+9.2%	$941K
Two Sigma Investments	2016Q1	$506.56	+9.2%	$941K
Wellington Management	2016Q2	$533.37	+3.7%	$2.1M
Ken Griffin (Citadel Advisors)	2016Q1	$560.74	-1.3%	$157.4M
Ken Griffin (Citadel Advisors)	2016Q1	$560.74	-1.3%	$157.4M
Ken Griffin (Citadel Advisors)	2016Q1	$560.74	-1.3%	$157.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$598.42	-7.5%	$8.0M
Izzy Englander (Millennium Mgmt)	2016Q1	$598.42	-7.5%	$8.0M
Izzy Englander (Millennium Mgmt)	2016Q1	$598.42	-7.5%	$8.0M
Steve Cohen (Point72)	2016Q2	$598.81	-7.6%	$6.8M
Steve Cohen (Point72)	2016Q2	$598.81	-7.6%	$6.8M
D.E. Shaw & Co.	2016Q1	$602.60	-8.2%	$16.7M
D.E. Shaw & Co.	2016Q1	$602.60	-8.2%	$16.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+712,323
$431.0M
Paul Tudor Jones (Tudor Investment)
+12,800
$7.7M
Two Sigma Investments
+3,700
$2.2M

Added to3

D.E. Shaw & Co.
+218,762
$132.4M
Wellington Management
+2,091
$1.3M
Jeremy Grantham (GMO)
+252
$152K

Trimmed6

Ken Griffin (Citadel Advisors)
−307,428
$186.0M
Izzy Englander (Millennium Mgmt)
−61,350
$37.1M
Bill Smead (Smead Capital)
−9,946
$6.0M
Lee Ainslie (Maverick Capital)
−5,899
$3.6M
AQR Capital Management
−134
$81K
T. Rowe Price
−72,306
$44K

Exited2

Steve Cohen (Point72)
−49,020
$26.8M
Ray Dalio (Bridgewater Associates)
−465
$254K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	8,700,273	$196.36B	—
2022Q2	20	10,238,252	$187.02B	+5
2022Q3	20	9,539,976	$3.83B	—
2022Q4	19	9,969,617	$4.68B	-1
2023Q1	20	9,153,606	$4.99B	+1
2023Q2	24	10,377,073	$4.88B	+4
2023Q3	19	9,578,185	$3.83B	-5
2023Q4	17	9,012,494	$4.42B	-2
2024Q1	16	8,143,712	$4.26B	-1
2024Q2	20	8,712,303	$3.36B	+4
2024Q3	20	3,577,350	$1.39B	—
2024Q4	18	4,017,580	$1.75B	-2
2025Q1	16	3,438,993	$1.26B	-2
2025Q2	23	3,888,715	$1.82B	+7
2025Q3	18	2,726,988	$1.49B	-5
2025Q4	21	3,201,168	$1.94B	+3

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-12-11	Dan Newhouse	Sell (P)	$1K – $15K	PDF ↗
2025-09-23	Valerie Hoyle	Sell	$1K – $15K	PDF ↗

Who owns ULTA

21 super-investors · 2025Q4

Tracked stake

3.20M

Combined value

$1.94B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New5Added4Trim10Sold2

#	Manager	Shares	Value	% of book	Last action
1	T. Rowe Price	991.1K	$600M	0.1%	Trim−72.3K
2	Norges Bank Norway SWF	712.3K	$431M	0.0%	New+712.3K
3	AQR Capital Management	298.2K	$180M	0.1%	Trim−134
4	Ken Griffin Citadel Advisors	284.4K	$172M	0.0%	Trim−307.4K
5	D.E. Shaw & Co.	223.2K	$135M	0.1%	Added+218.8K
6	Ken Griffin Citadel Advisors	196.6K	$119M	0.0%	Trim−307.4K
7	Bill Smead Smead Capital	143.5K	$87M	1.8%	Trim−9.9K
8	Ken Griffin Citadel Advisors	107.7K	$65M	0.0%	Trim−307.4K
9	Izzy Englander Millennium Mgmt	101.9K	$62M	0.0%	Trim−61.4K
10	Izzy Englander Millennium Mgmt	47.2K	$29M	0.0%	Trim−61.4K
11	D.E. Shaw & Co.	30.1K	$18M	0.0%	Added+218.8K
12	Steve Cohen Point72	14.7K	$9M	0.0%	Sold−49.0K
13	Izzy Englander Millennium Mgmt	14.4K	$9M	0.0%	Trim−61.4K
14	Steve Cohen Point72	12.3K	$7M	0.0%	Sold−49.0K
15	Paul Tudor Jones Tudor Investment	10.2K	$6M	0.0%	New+12.8K
16	Wellington Management	3.7K	$2M	0.0%	Added+2.1K
17	Paul Tudor Jones Tudor Investment	2.6K	$2M	0.0%	New+12.8K
18	Jeremy Grantham GMO	2.6K	$2M	0.0%	Added+252
19	Two Sigma Investments	2.0K	$1M	0.0%	New+3.7K
20	Two Sigma Investments	1.7K	$1M	0.0%	New+3.7K
21	Lee Ainslie Maverick Capital	817	$494K	0.0%	Trim−5.9K

Recent moves

20 transactions

ADDD.E. Shaw & Co.
+218,762 · 2025Q4
SOLDSteve Cohen (Point72)
−49,020 · 2025Q4
TRIMT. Rowe Price
−72,306 · 2025Q4
ADDWellington Management
+2,091 · 2025Q4
TRIMAQR Capital Management
−134 · 2025Q4
ADDJeremy Grantham (GMO)
+252 · 2025Q4
NEWTwo Sigma Investments
+3,700 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−61,350 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−307,428 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+12,800 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−465 · 2025Q4
TRIMLee Ainslie (Maverick Capital)
−5,899 · 2025Q4
NEWNorges Bank (Norway SWF)
+712,323 · 2025Q4
TRIMBill Smead (Smead Capital)
−9,946 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−15,556 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−47,073 · 2025Q3
TRIMSteve Cohen (Point72)
−240,225 · 2025Q3
NEWD.E. Shaw & Co.
+4,426 · 2025Q3
TRIMLee Ainslie (Maverick Capital)
−3,608 · 2025Q3
TRIMT. Rowe Price
−44,561 · 2025Q3

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