Follow The Filings

ULTA Ulta Beauty

Consumer Discretionary, filed as ULTA BEAUTY INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 13.6%
  • $12M

Who owns this now

Largest portfolio weights among holders, up to 13.6% (Claude Leveille, Courant Investment Management). Not free-float ownership.

  1. Claude Leveille 13.6%

Who owns ULTA

Sorted by value, long equity only, as of 2026 Q3.

History
Claude Leveille, Courant Investment Management 13.6% Hold 21,673 $12M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ULTA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ULTA insider trades
  • None no insider bought on the open market
  • $1.8M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Kecia Steelman CEO
    Sale
    $1.1M 2,000 shares at $545.88 4.7% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  2. Lorna Nagler Director
    Sale
    $322K 600 shares at $537.31 7.7% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  3. George R Mrkonic Jr. Director
    Sale
    $182K 383 shares at $475.84 14% of stake
    Traded Jun 15 Filed Jun 16
    ↗
  4. George R Mrkonic Jr. Director
    Sale
    $244K 452 shares at $539.29 16% of stake
    Traded Apr 7 Filed Apr 7
    ↗

Also filed in the last 12 months, not counted as buying or selling: 18 stock grants, 4 share withholdings for taxes, and 1 gift.

Congress

5 members of Congress traded ULTA in the last three years: 3 buys and 3 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Maria Elvira Salazar R-FL-27 Buy $15K–$50K Mar 19 filed Apr 21
  2. Dan Newhouse R-WA-4Spouse Partial sale $1K–$15K Dec 11, 2025 filed Jan 15
  3. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  4. Greg Landsman D-OH-1Spouse Sell $1K–$15K Aug 14, 2024 filed Sep 23, 2024
  5. Greg Landsman D-OH-1Spouse Buy $15K–$50K May 29, 2024 filed Aug 14, 2024
  6. Michael Guest R-MS-3Spouse Buy $1K–$15K Nov 13, 2023 filed Dec 11, 2023

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.03,5.07,9.01 Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.21B $11.21B $11.3B
Gross profit $4.04B $4.38B $4.39B
Gross margin * 39.6% 39.1% 38.8%
Net income $1.24B $1.29B $1.2B
Net margin * 12.2% 11.5% 10.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.71B $2.84B $3.03B
Total non-current assets * $2.66B $2.87B $2.97B
Total assets $5.37B $5.71B $6B
Total current liabilities $1.68B $1.66B $1.78B
Total non-current liabilities * $1.73B $1.77B $1.73B
Total equity $1.96B $2.28B $2.49B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.48B $1.48B $1.34B
Cash from investing -$314.58M -$441.42M -$383.09M
Cash from financing -$0.861B -$1.01B -$1.02B
Net change in cash $306.32M $28.72M -$63.39M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.