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 3,023 institutions that hold shares in the stock, with a total of 487 Million shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
1,709
shares
|
$394,556
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
1,708
shares
|
$394,325
0.11% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,708
shares
|
$394,325
0.17% of portfolio
|
Q4 2024
Reduced 74.19%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
1,706
shares
|
$393,864
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
1,703
shares
|
$393,171
0.15% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
1,703
shares
|
$393,171
0.2% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$393,171
0.39% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$392,479
0.13% of portfolio
|
Q2 2024
Added 152.98%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
1,700
shares
|
$392,479
0.16% of portfolio
|
Q4 2022
Reduced 23.53%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
1,698
shares
|
$392,017
0.08% of portfolio
|
Q1 2025
Reduced 90.4%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,691
shares
|
$390,401
0.08% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
1,686
shares
|
$389,246
0.07% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,684
shares
|
$388,785
0.04% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,682
shares
|
$388,323
0.16% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,681
shares
|
$388,092
0.02% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
1,680
shares
|
$387,861
0.01% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
1,678
shares
|
$387,399
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,675
shares
|
$386,707
0.74% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
1,674
shares
|
$386,476
0.14% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,672
shares
|
$386,014
0.08% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
1,670
shares
|
$385,552
0.0% of portfolio
|
Q1 2025
Reduced 50.71%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,668
shares
|
$385,091
0.03% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,664
shares
|
$384,167
0.02% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
1,661
shares
|
$383,475
0.1% of portfolio
|
Q1 2025
Added 84.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,658
shares
|
$382,782
0.06% of portfolio
|
Q1 2025
Reduced 68.08%
|