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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $320 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $141.95 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Mairs and Power reduced exposure by 66.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Ulta Beauty, Inc. (ULTA)
Major holders include Cliff Asness ($261.23 M), Joel Greenblatt ($55.8 M), Paul Tudor Jones ($27.83 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 701,559 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $141.95 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ULTA. The total reported sell value was $9.1 M.
Yes, 3 managers opened new positions in ULTA, and 3 increased their existing holdings. The total reported buy value was $151.05 M.
