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 2,887 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,762
shares
|
$937,941
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,755
shares
|
$936,196
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,744
shares
|
$933,454
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,732
shares
|
$930,462
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,728
shares
|
$929,464
0.39% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,724
shares
|
$928,467
0.53% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,722
shares
|
$927,969
0.03% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,710
shares
|
$924,977
0.07% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,710
shares
|
$924,977
0.07% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,705
shares
|
$923,730
0.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,682
shares
|
$917,996
0.04% of portfolio
|
Q3 2024
Added 43.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,663
shares
|
$913,259
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
3,659
shares
|
$912,261
0.22% of portfolio
|
Q3 2024
Added 24.33%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,654
shares
|
$911,015
0.38% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,652
shares
|
$910,516
0.02% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,646
shares
|
$909,020
0.09% of portfolio
|
Q3 2022
Reduced 10.81%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
3,645
shares
|
$908,771
0.46% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,637
shares
|
$906,776
0.7% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,636
shares
|
$906,527
0.05% of portfolio
|
Q3 2024
Added 51.69%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,631
shares
|
$905,280
0.09% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,630
shares
|
$905,031
0.13% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
3,629
shares
|
$904,782
0.17% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,627
shares
|
$904,283
0.23% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,627
shares
|
$904,283
0.14% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,622
shares
|
$903,037
0.03% of portfolio
|
Q4 2022
Reduced 2.08%
|