Guru Ownership Trend
Guru Analysis for Ulta Beauty, Inc. (ULTA)
Ulta Beauty, Inc. (ULTA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $316.37 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bearish. This is evidenced by a $330.32 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Ray Dalio reduced exposure by 99.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.10% | Reduce -37.5% | 298,338 | $163.12 M | Q3 2025 | |
| 0.17% | Add 8.1% | 73,076 | $39.95 M | Q3 2025 | |
| 0.04% | Reduce -83.1% | 49,020 | $26.8 M | Q3 2025 | |
| 0.09% | Reduce -37.1% | 36,532 | $19.97 M | Q3 2025 | |
| 0.01% | Reduce -19.5% | 12,524 | $6.85 M | Q3 2025 | |
| 0.05% | Reduce -35.0% | 6,716 | $3.67 M | Q3 2025 | |
| 0.01% | Add 71.8% | 5,257 | $2.87 M | Q3 2025 | |
| 0.01% | Reduce -41.2% | 2,678 | $1.46 M | Q3 2025 | |
| 0.00% | Add 77.0% | 2,326 | $1.27 M | Q3 2025 | |
| 0.01% | New Buy | 1,778 | $972,122 | Q3 2025 | |
| 0.00% | Reduce -99.2% | 465 | $254,239 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ulta Beauty, Inc. (ULTA)
Major holders include Cliff Asness ($163.12 M), Joel Greenblatt ($39.95 M), Steven Cohen ($26.8 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 488,710 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $330.32 M, with 4 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited ULTA. The total reported sell value was $336.02 M.
Yes, 1 managers opened new positions in ULTA, and 3 increased their existing holdings. The total reported buy value was $5.7 M.