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 2,885 institutions that hold shares in the stock, with a total of 473 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
12,493
shares
|
$3.11 Million
2.04% of portfolio
|
Q3 2024
Reduced 27.15%
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
12,323
shares
|
$3.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 51.95%
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
12,291
shares
|
$3.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
12,208
shares
|
$3.04 Million
0.58% of portfolio
|
Q3 2024
Added 10.07%
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
12,200
shares
|
$3.04 Million
0.48% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
12,188
shares
|
$3.04 Million
0.06% of portfolio
|
Q2 2024
Added 0.02%
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
12,172
shares
|
$3.03 Million
0.21% of portfolio
|
Q3 2024
Added 0.56%
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
12,133
shares
|
$3.02 Million
1.04% of portfolio
|
Q3 2024
Added 430.06%
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
12,127
shares
|
$3.02 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
12,060
shares
|
$3.01 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
11,986
shares
|
$2.99 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
11,960
shares
|
$2.98 Million
0.29% of portfolio
|
Q3 2024
Added 0.84%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
11,959
shares
|
$2.98 Million
0.23% of portfolio
|
Q3 2024
Added 9.66%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,935
shares
|
$2.98 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
11,910
shares
|
$2.97 Million
0.75% of portfolio
|
Q3 2024
Added 2.66%
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,857
shares
|
$2.96 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
11,758
shares
|
$2.93 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,748
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
11,684
shares
|
$2.91 Million
0.72% of portfolio
|
Q3 2024
Added 1.61%
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
11,640
shares
|
$2.9 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
11,624
shares
|
$2.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
11,608
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,579
shares
|
$2.89 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
11,538
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,535
shares
|
$2.88 Million
0.22% of portfolio
|
Q4 2023
Added 0.87%
|