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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $388.36 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $15.14 M net inflow during the quarter.
Recent activity highlights Diamond Hill Capital who increased their stake by 108.0%. Conversely, Paul Tudor Jones reduced exposure by 80.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Ulta Beauty, Inc. (ULTA)
Major holders include Cliff Asness ($163.39 M), Renaissance Technologies (RenTech) ($80.18 M), Joel Greenblatt ($58.72 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 735,730 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.14 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ULTA. The total reported sell value was $86.13 M.
Yes, 1 managers opened new positions in ULTA, and 4 increased their existing holdings. The total reported buy value was $101.27 M.
