Guru Ownership Trend
Guru Analysis for Union Pacific Corporation (UNP)
Union Pacific Corporation (UNP), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.83 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 5.95% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $622.71 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 947.9%. Conversely, Louis Moore Bacon reduced exposure by 51.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Union Pacific Corporation (UNP)
Major holders include Ken Fisher ($1.79 B), Andreas Halvorsen ($556.87 M), Seth Klarman ($322.43 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 13.26 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $622.71 M, with 7 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 1 fully exited UNP. The total reported sell value was $258.05 M.
Yes, 1 managers opened new positions in UNP, and 6 increased their existing holdings. The total reported buy value was $880.76 M.