This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ULTA/capital-change-brief"
Use Arkolith's capital_change_brief for ULTA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.1B | 4.1M | ▼−1.0% Reduced · −40K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.0B | 2.0M | ▼−1.1% Reduced · −23K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 5 | Sanders Capital, LLC | $997.4M | 1.9M | ▲+51% Added · +644K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $663.5M | 1.3M | ▲+2.6% Added · +32K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $585.5M | 1.1M | ▲+2.7% Added · +29K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $563.5M | 1.1M | ▲+4.5% Added · +47K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $514.2M | 984K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 970K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 11 | NORGES BANK | $431.0M | 712K | ▲+29% Added · +159K sh | Q4 2025 | |
| 12 | FRANKLIN RESOURCES INC | $328.5M | 629K | ▼−2.9% Reduced · −19K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $312.6M | 598K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $292.1M | 559K | ▼−2.8% Reduced · −16K sh | Q1 2026 | |
| 15 | Swedbank AB | $278.9M | 534K | ▼−4.2% Reduced · −24K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $261.2M | 505K | ▲+69% Added · +207K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $258.5M | 495K | ▼−4.9% Reduced · −26K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $257.8M | 493K | ▲+3.5% Added · +17K sh | Q1 2026 | |
| 19 | Amundi | $249.1M | 476K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 20 | Alyeska Investment Group, L.P. | $247.1M | 473K | ▲+17% Added · +67K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $205.4M | 393K | ▼−13% Reduced · −59K sh | Q1 2026 | |
| 22 | Robeco Institutional Asset Management B.V. | $189.5M | 363K | ▲+33% Added · +91K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $183.3M | 351K | ▼−5.0% Reduced · −18K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $182.0M | 348K | ▲+0.1% Added · +292 sh | Q1 2026 | |
| 25 | TD ASSET MANAGEMENT INC | $168.5M | 322K | ▼−20% Reduced · −82K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | MRKONIC GEORGE R JR | Director | Sell (S) | 383 | $182K |
| Jun 10, 2026 | LITTLE PATRICIA A | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Landry Stephenie Lee | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Halligan Catherine Ann | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | GARCIA KELLY E | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Brok Martin | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Smith Mike C. | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Ruiz Gisel | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | MRKONIC GEORGE R JR | Director | Grant (A) | 404 | $0 |
| Jun 10, 2026 | Nagler Lorna | Director | Grant (A) | 404 | $0 |
| Apr 7, 2026 | MRKONIC GEORGE R JR | Director | Sell (S) | 452 | $244K |
| Mar 31, 2026 | Casares Rene G. | Chief Legal Officer | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 345 funds | $274.2B |
| AMAZON.COM INCAMZN | 341 funds | $208.0B |
| NVIDIA CORPNVDA | 340 funds | $377.2B |
| APPLE INCAAPL | 340 funds | $291.5B |
| META PLATFORMS INC-CLASS AMETA | 339 funds | $115.2B |
| ALPHABET INC-CL AGOOGL | 337 funds | $171.3B |
| JPMORGAN CHASE & COJPM | 335 funds | $67.8B |
| VISA INC-CLASS A SHARESV | 335 funds | $60.8B |
| BROADCOM INCAVGO | 334 funds | $149.2B |
| COSTCO WHOLESALE CORPCOST | 331 funds | $41.1B |
| ALPHABET INC-CL CGOOG | 330 funds | $132.3B |
| ELI LILLY & COLLY | 330 funds | $82.5B |
Ranked by how many of ULTA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.