909 tracked 13F filers disclose a position in ULTA as of the latest SEC 13F filings, a combined $19.8B in reported value. 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $913.1M | 2.0M | ▲+1.1% Added · +22K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 2.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | Sanders Capital, LLC | $997.4M | 1.9M | ▲+51% Added · +644K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $555.3M | 1.2M | ▼−3.0% Reduced · −38K sh | Q2 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 | Starlite Capital INC | $336.8M | 732K | ▲New +732K sh | Q2 2026 | |
| 12 | NORGES BANK | $431.0M | 712K | ▲+29% Added · +159K sh | Q4 2025 | |
| 13 | FRANKLIN RESOURCES INC | $328.5M | 629K | ▼−2.9% Reduced · −19K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $312.6M | 598K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $292.1M | 559K | ▼−2.8% Reduced · −16K sh | Q1 2026 | |
| 16 | Swedbank AB | $278.9M | 534K | ▼−4.2% Reduced · −24K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $261.2M | 505K | ▲+69% Added · +207K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $258.5M | 495K | ▼−4.9% Reduced · −26K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $257.8M | 493K | ▲+3.5% Added · +17K sh | Q1 2026 | |
| 20 | Amundi | $249.1M | 476K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 21 | Alyeska Investment Group, L.P. | $247.1M | 473K | ▲+17% Added · +67K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $205.4M | 393K | ▼−13% Reduced · −59K sh | Q1 2026 | |
| 23 | Robeco Institutional Asset Management B.V. | $189.5M | 363K | ▲+33% Added · +91K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $183.3M | 351K | ▼−5.0% Reduced · −18K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $182.0M | 348K | ▲+0.1% Added · +292 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.
Last quarter, 3 funds opened a new position in ULTA and 29 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 564 funds | $320.4B |
| NVIDIA CORPNVDA | 559 funds | $453.8B |
| AMAZON.COM INCAMZN | 557 funds | $243.1B |
| APPLE INCAAPL | 551 funds | $352.9B |
| ALPHABET INC-CL AGOOGL | 545 funds | $203.7B |
| META PLATFORMS INC-CLASS AMETA | 538 funds | $133.6B |
| JPMORGAN CHASE & COJPM | 535 funds | $78.0B |
| ELI LILLY & COLLY | 529 funds | $98.0B |
| BROADCOM INCAVGO | 526 funds | $181.3B |
| ALPHABET INC-CL CGOOG | 521 funds | $156.3B |
| VISA INC-CLASS A SHARESV | 521 funds | $76.7B |
| JOHNSON & JOHNSONJNJ | 517 funds | $58.2B |
Ranked by how many of ULTA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | MRKONIC GEORGE R JR | Director | Sell (S) | 383 | $182K |
| Apr 7, 2026 | MRKONIC GEORGE R JR | Director | Sell (S) | 452 | $244K |
| Sep 4, 2025 | Smith Mike C. | Director | Sell (S) | 500 | $264K |
| Apr 1, 2025 | Caro Jodi J | GC, Chief Risk & Compl. Ofc. | Sell (S) | 902 | $333K |
| Mar 20, 2025 | Steelman Kecia | President and CEO | Buy (P) | 1K | $500K |
| Jul 2, 2024 | Halligan Catherine Ann | Director | Sell (S) | 100 | $39K |
| Jun 25, 2024 | Caro Jodi J | GC, Chief Risk & Compl. Ofc. | Sell (S) | 650 | $253K |
| Jun 4, 2024 | MRKONIC GEORGE R JR | Director | Sell (S) | 397 | $155K |
| Mar 19, 2024 | Halligan Catherine Ann | Director | Sell (S) | 500 | $263K |
| Mar 19, 2024 | Ryan Anita Jane | Chief Human Resources Officer | Sell (S) | 552 | $290K |
| Mar 19, 2024 | Ryan Anita Jane | Chief Human Resources Officer | Sell (S) | 3K | $1.3M |
| Mar 19, 2024 | Steelman Kecia | President and COO | Sell (S) | 7K | $3.9M |
Connected entities for ULTA
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.
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.