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 2,877 institutions that hold shares in the stock, with a total of 472 Million shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,419
shares
|
$332,414
0.11% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,415
shares
|
$331,477
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,409
shares
|
$330,072
0.07% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,408
shares
|
$329,838
0.05% of portfolio
|
Q1 2023
Added 17.04%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,406
shares
|
$329,369
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,405
shares
|
$329,135
0.26% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,405
shares
|
$329,135
0.23% of portfolio
|
Q2 2022
Added 1.08%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
1,405
shares
|
$329,135
0.07% of portfolio
|
Q3 2024
Reduced 87.8%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,404
shares
|
$328,901
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
1,402
shares
|
$328,432
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
1,400
shares
|
$327,964
0.13% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,400
shares
|
$327,964
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,398
shares
|
$327,495
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
1,398
shares
|
$327,495
0.17% of portfolio
|
Q1 2022
Reduced 10.27%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$327,495
0.06% of portfolio
|
Q3 2024
Reduced 91.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,391
shares
|
$325,855
0.02% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,391
shares
|
$325,855
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,382
shares
|
$323,747
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
1,382
shares
|
$323,747
0.95% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,380
shares
|
$323,278
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,380
shares
|
$323,278
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,374
shares
|
$321,873
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,369
shares
|
$320,701
0.15% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
1,364
shares
|
$319,530
0.16% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,363
shares
|
$319,296
0.17% of portfolio
|
Q4 2022
Added 0.44%
|