Institutional Ownership Union Pacific Corp (UNP)
This table provides information about the institutional ownership of Union Pacific Corp (UNP). We have compiled data on the 2,886 institutions that hold shares in the stock, with a total of 474 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,164
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,162
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,157
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
5,155
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,145
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
5,117
shares
|
$1.27 Million
0.84% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
5,106
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
5,096
shares
|
$1.26 Million
0.36% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
5,083
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,082
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
5,056
shares
|
$1.25 Million
0.5% of portfolio
|
Q1 2023
Added 24.35%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,037
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2022
Reduced 9.16%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,018
shares
|
$1.24 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,015
shares
|
$1.24 Million
0.28% of portfolio
|
Q4 2022
Reduced 3.02%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
5,001
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,990
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,977
shares
|
$1.23 Million
0.22% of portfolio
|
Q4 2024
Added 1041.51%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,970
shares
|
$1.23 Million
0.3% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
4,956
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.41%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,951
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
4,943
shares
|
$1.22 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,931
shares
|
$1.22 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,930
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
4,930
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,928
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.12%
|