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 471 Million shares, which have been reported (via 13F filing form) to have a value of $106 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$225,660
0.15% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$225,210
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$225,210
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$225,210
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
995
shares
|
$224,083
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
994
shares
|
$223,858
0.09% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
992
shares
|
$223,408
0.02% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
992
shares
|
$223,408
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
992
shares
|
$223,408
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
988
shares
|
$222,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
988
shares
|
$222,507
0.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
987
shares
|
$222,282
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
986
shares
|
$222,057
0.03% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
985
shares
|
$221,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
985
shares
|
$221,831
0.01% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
983
shares
|
$221,381
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
980
shares
|
$220,705
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
979
shares
|
$220,480
0.05% of portfolio
|
Q2 2023
Added 1.03%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
979
shares
|
$220,480
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
978
shares
|
$220,255
0.08% of portfolio
|
Q4 2023
Reduced 12.29%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
977
shares
|
$220,030
0.03% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
975
shares
|
$219,579
0.09% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
974
shares
|
$219,354
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
972
shares
|
$218,904
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
968
shares
|
$218,003
0.08% of portfolio
|
Q3 2024
Reduced 16.41%
|