ULTA
Ulta Beauty, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -0.6% ·
flujo de acciones +2.2% ·
nuevas posiciones netas 0.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| 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 | BlackRock ✦ (pasivo) | 4.03M | -1.0% | $1.82B | 0.0% | ▼ Trim | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 2.85M | -1.4% | $1.28B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Sanders Capital, LLC | 2.46M | +29.0% | $1.11B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 2.02M | +1.1% | $913.06M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.53M | +55.4% | $689.28M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 1.23M | -3.0% | $555.29M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.04M | -7.0% | $469.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 8 | Franklin Resources Inc | 848.86K | +35.0% | $382.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 9 | Norges Bank ✦ (pasivo) | 785.16K | Nuevo | $354.09M | 0.0% | New | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 698.22K | -5.4% | $314.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 11 | Goldman Sachs Group ✦ | 638.73K | +29.1% | $288.06M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | Northern Trust Corp | 582.65K | +4.2% | $262.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 13 | Bank Of America Corp /De/ | 576.95K | -3.5% | $260.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 14 | Amundi | 544.69K | +14.3% | $245.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Alyeska Investment Group, L.P. | 538.96K | +14.0% | $243.06M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 518.08K | +5.0% | $233.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Swedbank AB | 517.87K | -3.0% | $233.55M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 442.34K | +56.5% | $199.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | JPMorgan Chase ✦ | 412.54K | -62.7% | $189.41M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 20 | UBS AM, a distinct business unit of… | 388.59K | -1.1% | $175.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 21 | Charles Schwab Investment… | 366.57K | +5.2% | $165.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 362.41K | -28.2% | $163.39M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 23 | Legal & General Group Plc | 358.33K | +2.2% | $161.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Td Asset Management Inc | 307.10K | -4.8% | $138.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 276.69K | +8.4% | $124.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 26 | Robeco Institutional Asset… | 260.75K | -28.1% | $117.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 214.44K | +4.2% | $112.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Federated Hermes, Inc. | 239.26K | +8.8% | $107.90M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 29 | Bank of New York Mellon Corp | 233.53K | -7.0% | $105.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 30 | Qube Research & Technologies Ltd | 233.50K | -6.9% | $105.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | American Century Companies Inc | 233.02K | +25.4% | $105.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pictet Asset Management Holding SA | 224.61K | +5.2% | $101.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 220.08K | -0.9% | $99.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 34 | Universal- Beteiligungs- und… | 213.68K | +10.8% | $96.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 211.83K | +43.2% | $95.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 36 | Assenagon Asset Management S.A. | 197.41K | +313.5% | $89.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | BNP Paribas Asset Management… | 190.61K | +14.5% | $85.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Russell Investments Group, Ltd. | 186.33K | +16.1% | $84.20M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 39 | Renaissance Technologies ✦ | 177.78K | Nuevo | $80.18M | 0.1% | New | 1 | SEC ↗ |
| 40 | Nuveen, LLC | 163.45K | -2.8% | $73.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | Ameriprise Financial Inc | 159.45K | +4.4% | $71.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Pacer Advisors, Inc. | 146.99K | +1406.4% | $66.29M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 145.15K | +46.6% | $65.46M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 44 | Citigroup Inc | 137.10K | +58.1% | $61.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Royal Bank Of Canada | 130.55K | -4.1% | $58.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 46 | Gotham Asset Management ✦ | 130.21K | +22.0% | $58.72M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 127.30K | -30.6% | $57.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Nordea Investment Management Ab | 124.97K | +17.5% | $55.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Swiss National Bank | 123.36K | -5.2% | $55.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 123.20K | -21.1% | $55.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 119.79K | +12.0% | $54.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 52 | Barclays Plc | 112.81K | -23.9% | $50.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 53 | Mitsubishi UFJ Asset Management… | 112.37K | +4.1% | $50.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Connor, Clark & Lunn Investment… | 110.78K | +229.3% | $49.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Allianz Asset Management GmbH | 105.11K | -13.9% | $47.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 56 | Victory Capital Management Inc | 104.39K | -0.9% | $47.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Sumitomo Mitsui Trust Group, Inc. | 103.46K | -0.7% | $46.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Adage Capital Partners ✦ | 100.85K | -42.9% | $45.48M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 59 | Healthcare Of Ontario Pension Plan… | 94.72K | +867.9% | $42.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Balyasny Asset Management L.P. | 92.86K | +395.8% | $41.88M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | Sei Investments Co | 91.92K | -4.9% | $41.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | Jones Financial Companies Lllp | 81.82K | -8.8% | $39.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 63 | Caisse De Depot Et Placement Du… | 87.68K | -68.8% | $39.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 83.20K | +7.5% | $37.84M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | Rhumbline Advisers | 83.21K | +0.1% | $37.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | California Public Employees… | 80.69K | -11.5% | $36.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | PFA Pension, Forsikringsaktieselskab | 68.60K | +65.6% | $30.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Raymond James Financial Inc | 67.54K | +13.5% | $30.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 69 | Marshall Wace ✦ | 63.16K | +12923.7% | $28.49M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 70 | PRIMECAP Management ✦ | 61.00K | -0.4% | $27.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 71 | LPL Financial LLC | 60.63K | -10.4% | $27.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 59.02K | -3.5% | $26.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | CIBC Bancorp USA Inc. | 57.59K | -8.7% | $25.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 74 | Principal Financial Group Inc | 55.50K | -0.3% | $25.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 75 | Envestnet Asset Management Inc | 52.76K | -23.7% | $23.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Korea Investment CORP | 47.27K | +38.9% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Storebrand Asset Management As | 44.14K | +3.0% | $19.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Ensign Peak Advisors, Inc | 42.89K | +8.1% | $19.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Squarepoint Ops LLC | 41.17K | -54.3% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Aviva Plc | 40.58K | -47.2% | $18.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Mariner, LLC | 39.62K | -18.4% | $17.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | State Board Of Administration Of… | 38.00K | -1.8% | $17.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Aberdeen Group plc | 37.50K | -1.4% | $16.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | National Pension Service | 33.86K | -68.5% | $15.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Neuberger Berman Group LLC | 33.32K | -66.4% | $15.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 86 | Prudential Financial Inc | 33.12K | -39.3% | $14.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Schroder Investment Management Group | 30.74K | +11.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | State Of Wisconsin Investment Board | 30.59K | +5.4% | $13.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | First Trust Advisors Lp | 30.33K | +47.7% | $13.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 30.20K | -16.6% | $13.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | Mackenzie Financial Corp | 27.09K | +50.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Zurcher Kantonalbank (Zurich… | 26.43K | +11.8% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | New York State Common Retirement… | 25.32K | +3.3% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Man Group plc | 24.90K | +195.1% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 95 | Arrowstreet Capital ✦ | 23.77K | -5.1% | $10.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 96 | Manufacturers Life Insurance… | 21.82K | -7.1% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Royal London Asset Management Ltd | 21.79K | -36.3% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Credit Agricole S A | 21.06K | +293.7% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 99 | Chevy Chase Trust Holdings, LLC | 21.03K | -3.8% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Danske Bank A/S | 20.61K | -60.3% | $9.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
«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 | $354.09M | 0.0% |
| Renaissance Technologies | $80.18M | 0.1% |
Posición cerrada
| Hrt Financial Lp | $5.07M | era 0.0% |
| Bridgewater Associates | $1.81M | era 0.0% |
| Clearbridge Investments, LLC | $1.40M | era 0.0% |
| First Manhattan Co. Llc. | $1.16M | era 0.0% |
| Nomura Asset Management… | $548,000 | era 0.0% |
| Peak6 Llc | $704 | 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