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 3,048 institutions that hold shares in the stock, with a total of 498 Million shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
84
shares
|
$18,148
0.0% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$17,932
0.01% of portfolio
|
Q2 2024
Reduced 62.1%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
83
shares
|
$17,932
0.0% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
81
shares
|
$17,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
80
shares
|
$17,284
0.01% of portfolio
|
Q1 2025
Reduced 63.47%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
80
shares
|
$17,284
0.01% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
79
shares
|
$17,067
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
78
shares
|
$16,851
0.01% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
78
shares
|
$16,851
0.01% of portfolio
|
Q1 2025
Added 151.61%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
75
shares
|
$16,203
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
75
shares
|
$16,203
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
74
shares
|
$15,987
0.0% of portfolio
|
Q1 2024
Reduced 18.68%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$15,771
0.01% of portfolio
|
Q4 2023
Added 461.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
73
shares
|
$15,771
0.0% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
73
shares
|
$15,771
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
71
shares
|
$15,339
0.01% of portfolio
|
Q2 2025
Added 173.08%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
69
shares
|
$14,907
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
67
shares
|
$14,475
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
65
shares
|
$14,043
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
65
shares
|
$14,043
0.0% of portfolio
|
Q2 2025
Reduced 93.7%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
64
shares
|
$13,827
0.0% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
64
shares
|
$13,827
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
64
shares
|
$13,827
0.0% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
62
shares
|
$13,395
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
61
shares
|
$13,179
0.01% of portfolio
|
Q2 2025
Reduced 98.39%
|