Markets UNP

See Which Recent 13F Filers Hold UNP

At Holdings Channel, we have reviewed the latest batch of the 55 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Union Pacific Corp (Symbol: UNP) was held by 23 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in UNP positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Opal Capital LLC NEW +23,620+$6,425
Stone House Investment Management LLC Existing +2+$1
Icon Wealth Advisors LLC Existing +1,978+$579
Argent Advisors Inc. Existing -319+$18
Ridgecrest Wealth Partners LLC Existing UNCH+$122
Meridian Wealth Management LLC Existing -1,099+$614
Cornerstone Select Advisors LLC Existing -39+$70
CoreFirst Bank & Trust Existing -100$UNCH
Fort Sheridan Advisors LLC Existing UNCH+$59
Centerpoint Advisors LLC Existing UNCH+$3
Moran Wealth Management LLC Existing +325+$209
Cane Capital Partners LLC Existing -499+$23
Spirepoint Private Client LLC Existing -50+$39
Mechanics Financial Corp Existing +6+$31
Ellis Investment Partners LLC Existing -111+$382
Intrust Bank NA Existing -385+$276
Mosaic Family Wealth Partners LLC Existing +1,706+$581
Capital Analysts LLC Existing -62+$59
Delta Accumulation LLC NEW UNCH$UNCH
Retirement Planning Group LLC Existing -33+$39
Donaldson Capital Management LLC Existing -238+$45
Innovative Asset Advisors Group LLC Existing +225+$114
Caldwell Sutter Capital Inc. Existing +83+$214
Aggregate Change: +25,010+$9,903

In terms of shares owned, we count 7 of the above funds having increased existing UNP positions from 03/31/2026 to 06/30/2026, with 11 having decreased their positions and 2 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the UNP share count in the aggregate among all of the funds which held UNP at the 06/30/2026 reporting period (out of the 4,102 we looked at in total). We then compared that number to the sum total of UNP shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for UNP. We found that between these two periods, funds reduced their holdings by 29,358,819 shares in the aggregate, from 54,642,984 down to 25,284,165 for a share count decline of approximately -53.73%. The overall top three funds holding UNP on 06/30/2026 were:

»FundShares of UNP Held
1.Fisher Asset Management LLC 6,578,759
2.Massachusetts Financial Services Co. MA 6,272,629
3.Envestnet Asset Management Inc. 2,583,702
4-10Find out the full Top 10 Hedge Funds Holding UNP»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Union Pacific Corp (Symbol: UNP).

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Further UNP Research:

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