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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,357
shares
|
$587,647
0.21% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,354
shares
|
$586,899
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,353
shares
|
$586,649
0.11% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
2,350
shares
|
$585,902
0.1% of portfolio
|
Q1 2024
Added 17.5%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$585,902
0.15% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,347
shares
|
$585,154
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,337
shares
|
$582,660
0.25% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,329
shares
|
$580,666
0.14% of portfolio
|
Q2 2022
Added 20.42%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,326
shares
|
$579,918
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,319
shares
|
$578,173
0.25% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,318
shares
|
$577,923
0.04% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,317
shares
|
$577,674
0.13% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
2,312
shares
|
$576,427
0.43% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,312
shares
|
$576,427
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
2,306
shares
|
$574,931
0.14% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,305
shares
|
$574,682
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,296
shares
|
$572,438
0.25% of portfolio
|
Q2 2023
Reduced 20.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,294
shares
|
$571,940
0.3% of portfolio
|
Q4 2023
Added 16.21%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,291
shares
|
$571,192
0.28% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,288
shares
|
$570,444
0.09% of portfolio
|
Q3 2024
Added 49.64%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
2,287
shares
|
$570,194
0.11% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
2,281
shares
|
$568,698
0.47% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,280
shares
|
$568,449
0.04% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,276
shares
|
$567,452
0.6% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,274
shares
|
$566,953
0.23% of portfolio
|
Q3 2024
Added 0.09%
|