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 474 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,392
shares
|
$582,452
0.1% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,392
shares
|
$582,452
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,390
shares
|
$581,965
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,386
shares
|
$580,991
0.21% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
2,381
shares
|
$579,773
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$579,530
0.06% of portfolio
|
Q3 2024
Added 86.52%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
2,376
shares
|
$578,556
0.41% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
2,372
shares
|
$577,582
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,365
shares
|
$575,877
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,357
shares
|
$573,929
0.14% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,357
shares
|
$573,929
0.21% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,356
shares
|
$573,686
0.11% of portfolio
|
Q4 2024
Reduced 50.46%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,354
shares
|
$573,199
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
2,351
shares
|
$572,468
0.19% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
2,350
shares
|
$572,225
0.08% of portfolio
|
Q1 2024
Added 17.5%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$572,225
0.15% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,337
shares
|
$569,059
0.25% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,329
shares
|
$567,111
0.06% of portfolio
|
Q4 2024
Reduced 34.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,329
shares
|
$567,111
0.14% of portfolio
|
Q2 2022
Added 20.42%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,326
shares
|
$566,381
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,320
shares
|
$564,920
0.1% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
2,319
shares
|
$564,676
0.17% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,319
shares
|
$564,676
0.25% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,317
shares
|
$564,189
0.13% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
2,314
shares
|
$563,459
0.42% of portfolio
|
Q4 2024
Added 0.09%
|