ULTA
Ulta Beauty, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -1.3% ·
flujo de acciones -3.8% ·
nuevas posiciones netas -0.6%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 158 | -1 | 32.32M | $14.60B | +6 | −6 |
| Q1 2026 | 161 | +3 | 30.94M | $16.17B | +6 | −4 |
| Q4 2025 | 157 | -2 | 34.26M | $20.60B | +1 | −2 |
| Q3 2025 | 20 | +1 | 19.19M | $10.49B | +2 | −2 |
| Q2 2025 | 17 | +3 | 16.33M | $7.64B | +3 | — |
| Q1 2025 | 12 | -3 | 6.66M | $2.44B | — | −3 |
| Q4 2024 | 15 | -1 | 6.98M | $3.04B | +1 | −2 |
| Q3 2024 | 15 | -1 | 3.24M | $1.26B | — | −1 |
| Q2 2024 | 16 | — | 4.59M | $1.77B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.38M | +0.4% | $3.25B | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 4.11M | +2.9% | $2.48B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.03M | +2.5% | $1.23B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Sanders Capital, LLC | 1.26M | — | $764.57M | 0.9% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.24M | +1.8% | $747.59M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.09M | -13.3% | $659.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 7 | JPMorgan Chase ✦ | 1.06M | -56.8% | $639.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 8 | T. Rowe Price ✦ | 991.09K | -6.8% | $599.62M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Invesco Ltd. | 864.62K | — | $523.10M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 10 | Norges Bank ✦ (pasivo) | 712.32K | Nuevo | $430.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Franklin Resources Inc | 647.43K | — | $391.70M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 12 | Bank Of America Corp /De/ | 586.51K | — | $354.85M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Northern Trust Corp | 574.95K | — | $347.85M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 14 | Swedbank AB | 557.27K | — | $337.15M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 520.35K | +83.6% | $314.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Marshall Wace ✦ | 478.66K | +5.4% | $289.59M | 0.3% | ▲ Add | 7 | SEC ↗ ×4 |
| 17 | Dimensional Fund Advisors Lp | 476.50K | — | $288.29M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 18 | Amundi | 469.73K | — | $284.19M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 19 | UBS AM, a distinct business unit of… | 451.73K | — | $273.30M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 20 | Alyeska Investment Group, L.P. | 405.61K | — | $245.40M | 0.7% | n/c | 1 | SEC ↗ |
| 21 | Td Asset Management Inc | 404.24K | — | $244.57M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 22 | Legal & General Group Plc | 369.15K | — | $223.34M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 23 | Charles Schwab Investment… | 347.99K | — | $210.53M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 341.86K | — | $206.83M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 25 | Caisse De Depot Et Placement Du… | 313.25K | — | $189.52M | 0.3% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 298.20K | 0.0% | $180.20M | 0.1% | ▼ Trim | 7 | SEC ↗ ×7 |
| 27 | Hsbc Holdings Plc | 292.69K | — | $177.18M | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 28 | Bank of New York Mellon Corp | 289.65K | — | $175.24M | 0.0% | n/c | 1 | SEC ↗ ×19 |
| 29 | Robeco Institutional Asset… | 271.67K | — | $164.36M | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 268.72K | — | $162.58M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 31 | Nuveen, LLC | 268.48K | — | $162.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Squarepoint Ops LLC | 264.25K | — | $159.87M | 0.3% | n/c | 1 | SEC ↗ |
| 33 | Pictet Asset Management Holding SA | 236.98K | — | $143.38M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | 1832 Asset Management L.P. | 231.64K | — | $140.14M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 230.97K | — | $139.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Barclays Plc | 225.62K | — | $136.50M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 37 | D. E. Shaw & Co. ✦ | 223.19K | +4942.7% | $135.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Federated Hermes, Inc. | 217.10K | — | $131.35M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 39 | Universal- Beteiligungs- und… | 211.30K | — | $128.15M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 184.04K | — | $111.35M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | American Century Companies Inc | 183.64K | — | $111.10M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | BNP Paribas Asset Management… | 160.15K | — | $96.90M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 43 | Russell Investments Group, Ltd. | 142.88K | — | $86.49M | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 44 | Quantinno Capital Management LP | 134.76K | — | $81.53M | 0.2% | n/c | 1 | SEC ↗ |
| 45 | Victory Capital Management Inc | 131.80K | — | $79.74M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 126.49K | — | $76.53M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 47 | Allspring Global Investments… | 121.09K | — | $75.08M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 48 | Swiss National Bank | 122.92K | — | $74.37M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 118.53K | — | $71.71M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 50 | Qube Research & Technologies Ltd | 115.47K | — | $69.86M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 109.06K | — | $65.98M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 107.71K | -74.0% | $65.17M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 53 | Bnp Paribas Financial Markets | 105.97K | — | $64.12M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mitsubishi UFJ Asset Management… | 101.51K | — | $62.94M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Millennium Management ✦ | 101.86K | -37.6% | $61.62M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 95.55K | — | $57.81M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 86.42K | +18.2% | $52.28M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 85.06K | — | $51.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Rhumbline Advisers | 84.57K | — | $51.16M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Citigroup Inc | 83.54K | — | $50.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | California Public Employees… | 82.66K | — | $50.01M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | National Pension Service | 79.47K | — | $48.08M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Sei Investments Co | 76.49K | — | $46.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Allianz Asset Management GmbH | 74.94K | — | $45.34M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 65 | California State Teachers… | 69.93K | — | $42.31M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | LPL Financial LLC | 65.63K | — | $39.71M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | HighTower Advisors, LLC | 63.65K | — | $38.51M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Prudential Financial Inc | 61.61K | — | $37.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | PRIMECAP Management ✦ | 61.42K | -0.8% | $37.16M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 70 | Aviva Plc | 61.36K | — | $37.12M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Raymond James Financial Inc | 61.26K | — | $37.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 72 | Danske Bank A/S | 60.30K | — | $36.49M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 73 | Adage Capital Partners ✦ | 58.45K | -4.1% | $35.36M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 74 | Principal Financial Group Inc | 56.29K | — | $34.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Jones Financial Companies Lllp | 55.32K | — | $33.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Envestnet Asset Management Inc | 50.48K | — | $30.54M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Korea Investment CORP | 48.05K | — | $29.07M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | PFA Pension, Forsikringsaktieselskab | 40.42K | — | $24.53M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Aberdeen Group plc | 39.75K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | State Board Of Administration Of… | 38.89K | — | $23.53M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Nordea Investment Management Ab | 38.42K | — | $23.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 36.62K | — | $22.16M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 83 | Ensign Peak Advisors, Inc | 35.80K | — | $21.66M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mariner, LLC | 35.70K | — | $21.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Susquehanna International Group, Llp | 35.56K | — | $21.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Cibc World Market Inc. | 35.54K | — | $21.50M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Mercer Global Advisors Inc /Adv | 35.40K | — | $21.42M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Royal London Asset Management Ltd | 34.14K | — | $20.66M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | First Trust Advisors Lp | 32.26K | — | $19.52M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Zurcher Kantonalbank (Zurich… | 28.33K | — | $17.14M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | State Of Wisconsin Investment Board | 27.89K | — | $16.87M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Storebrand Asset Management As | 26.55K | — | $16.06M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Corient Private Wealth LP | 244.09K | — | $15.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 94 | Assenagon Asset Management S.A. | 25.50K | — | $15.42M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Manufacturers Life Insurance… | 25.44K | — | $15.39M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Stifel Financial Corp | 25.28K | — | $15.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 97 | New York State Common Retirement… | 24.72K | — | $14.95M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Cerity Partners LLC | 22.95K | — | $13.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Chevy Chase Trust Holdings, LLC | 22.73K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Focus Partners Wealth | 22.65K | — | $13.70M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $430.96M | 0.0% |
Posición cerrada
| Point72 Asset Management | $26.80M | era 0.1% |
| Bridgewater Associates | $254,239 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,086 tenedores, 41.63M acciones, $19.39B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.00K acc. · $1.09M
Director · 600 acc. · $322,388
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología