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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,439
shares
|
$608,091
0.38% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
2,433
shares
|
$606,595
0.25% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,433
shares
|
$606,595
0.05% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
2,429
shares
|
$605,598
0.19% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,428
shares
|
$605,348
0.14% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,424
shares
|
$604,351
0.23% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,421
shares
|
$603,603
0.27% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,419
shares
|
$603,105
0.12% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,414
shares
|
$601,858
0.17% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,405
shares
|
$599,614
0.13% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,395
shares
|
$597,121
0.22% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
2,395
shares
|
$597,121
0.52% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,395
shares
|
$597,121
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
2,394
shares
|
$596,872
0.13% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,392
shares
|
$596,373
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,390
shares
|
$595,874
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,388
shares
|
$595,376
0.14% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
2,381
shares
|
$593,630
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$593,381
0.06% of portfolio
|
Q3 2024
Added 86.52%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,379
shares
|
$593,132
0.03% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,379
shares
|
$593,132
0.08% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
2,375
shares
|
$592,135
0.21% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,365
shares
|
$589,641
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
2,363
shares
|
$589,143
0.45% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,357
shares
|
$587,647
0.15% of portfolio
|
Q3 2024
Reduced 3.87%
|