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 3,044 institutions that hold shares in the stock, with a total of 483 Million shares, which have been reported (via 13F filing form) to have a value of $111 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
2,300
shares
|
$527,252
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,296
shares
|
$526,335
0.25% of portfolio
|
Q2 2023
Reduced 20.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,294
shares
|
$525,876
0.3% of portfolio
|
Q4 2023
Added 16.21%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
2,294
shares
|
$525,876
0.46% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,294
shares
|
$525,876
0.15% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,294
shares
|
$525,876
0.04% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
2,291
shares
|
$525,188
0.29% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,287
shares
|
$524,271
0.02% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,287
shares
|
$524,271
0.11% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,286
shares
|
$524,042
0.06% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,285
shares
|
$523,813
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,282
shares
|
$523,125
0.42% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
2,281
shares
|
$522,896
0.41% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,276
shares
|
$521,750
0.02% of portfolio
|
Q1 2025
Added 160.41%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
2,275
shares
|
$521,521
0.16% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,275
shares
|
$521,521
0.33% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,265
shares
|
$519,228
0.42% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
2,250
shares
|
$515,790
0.06% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
2,250
shares
|
$515,790
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
2,250
shares
|
$515,790
0.41% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,249
shares
|
$515,560
0.05% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
2,245
shares
|
$514,643
0.19% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
2,245
shares
|
$514,643
0.04% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
2,242
shares
|
$513,956
0.24% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,240
shares
|
$513,497
0.14% of portfolio
|
Q1 2025
Reduced 11.81%
|