🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Union Pacific Corporation

UNP Industrials
$289.15 $-0.58 (-0.20%)
Market Cap: $171.78 B
Gurus Holding
18
Popularity Rank
#50
% of Shares Held
2.23%
Net Activity (Q2 2026)
+$622.71 M

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

$1.79 B
$556.87 M
$322.43 M
$253.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$880.76 M
Total Buy Value
New Buys 1
Additions 6
-$258.05 M
Total Sell Value
Reductions 10
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
11
Net Buyers
7

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.53% Add 1.2% 6,578,759 $1.79 B Q2 2026
1.59% New Buy 2,047,332 $556.87 M Q2 2026
5.95% Reduce -23.1% 1,185,395 $322.43 M Q2 2026
0.28% Add 237.3% 931,024 $253.24 M Q2 2026
1.47% Reduce -34.8% 673,859 $183.29 M Q2 2026
0.57% Reduce -3.5% 514,266 $139.88 M Q2 2026
0.04% Reduce -24.6% 432,057 $116.44 M Q2 2026
2.03% Add 250.0% 350,000 $95.2 M Q2 2026
0.08% Add 947.9% 221,100 $60.14 M Q2 2026
0.33% Add 7.2% 161,028 $43.8 M Q2 2026
0.03% Reduce -19.4% 42,527 $11.57 M Q2 2026
0.02% Reduce -5.4% 37,239 $10.13 M Q2 2026
0.11% Reduce -51.8% 26,195 $7.13 M Q2 2026
0.08% Reduce -6.5% 25,841 $7.03 M Q2 2026
0.40% 19,185 $5.22 M Q2 2026
0.25% Reduce -2.2% 6,890 $1.87 M Q2 2026
0.01% Reduce -18.5% 3,415 $928,880 Q2 2026
0.00% Add 258.5% 466 $127,060 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form