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 3,048 institutions that hold shares in the stock, with a total of 498 Million shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,720
shares
|
$370,126
0.11% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,720
shares
|
$370,126
0.12% of portfolio
|
Q2 2025
Reduced 52.47%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,715
shares
|
$369,050
0.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,714
shares
|
$368,835
0.1% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,710
shares
|
$367,974
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
1,709
shares
|
$367,759
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
1,705
shares
|
$366,898
0.31% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,701
shares
|
$366,038
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,700
shares
|
$365,823
0.13% of portfolio
|
Q2 2024
Added 152.98%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
1,700
shares
|
$365,823
0.15% of portfolio
|
Q4 2022
Reduced 23.53%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$365,823
0.34% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
1,699
shares
|
$365,607
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,696
shares
|
$364,962
0.07% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
1,691
shares
|
$363,886
0.07% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,691
shares
|
$363,886
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
1,691
shares
|
$363,886
0.24% of portfolio
|
Q2 2025
Reduced 52.77%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,689
shares
|
$363,455
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,687
shares
|
$363,025
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
1,687
shares
|
$363,025
0.08% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,686
shares
|
$362,810
0.06% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,684
shares
|
$362,379
0.03% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,684
shares
|
$362,379
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
1,679
shares
|
$361,304
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,675
shares
|
$360,443
0.74% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,673
shares
|
$360,012
0.0% of portfolio
|
Q2 2025
Added 0.18%
|