Union Pacific Corporation
US ˙ NYSE ˙ US9078181081

SecurityUNP / Union Pacific Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership264,316 shares
Latest Disclosed Value $ 64,128,280
EP Wealth Advisors, Inc. reports 1.62% increase in ownership of UNP / Union Pacific Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 264,316 shares of Union Pacific Corporation (US:UNP) valued at $64,128,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 260,100 shares of Union Pacific Corporation. This represents a change in shares of 1.62% during the quarter. The current value of the position is $71,978,533 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNION PAC COM 907818108 264,316 4,216 1.62 64,128 6.59 0.3150
2026-02-18 2025-12-31 13F UNION PAC COM 907818108 260,100 22,546 9.49 60,166 10.08 0.3126
2025-08-14 2025-06-30 13F UNION PAC COM 907818108 237,554 8,790 3.84 54,656 1.13 0.3592
2025-05-15 2025-03-31 13F UNION PAC COM 907818108 228,764 7,263 3.28 54,043 6.99 0.4317
2025-02-14 2024-12-31 13F UNION PAC COM 907818108 221,501 5,630 2.61 50,511 -5.07 0.4122
2024-11-15 2024-09-30 13F UNION PAC COM 907818108 215,871 12,121 5.95 53,208 15.42 0.4573
2024-08-19 2024-06-30 13F UNION PAC COM 907818108 203,750 5,992 3.03 46,100 -5.21 0.4898
2024-05-14 2024-03-31 13F UNION PAC COM 907818108 197,758 6,879 3.60 48,635 3.73 0.5685
2024-02-28 2023-12-31 13F UNION PAC COM 907818108 190,879 5,513 2.97 46,884 24.21 0.5980
2023-11-24 2023-09-30 13F UNION PAC COM 907818108 185,366 144,832 357.31 37,746 1.98 0.5855
2023-08-14 2023-06-30 13F UNION PAC COM 907818108 40,534 -7,875 -16.27 37,013 61.79 0.5335
2023-06-05 2023-03-31 13F UNION PAC COM 907818108 48,409 -117,859 -70.88 22,878 -33.55 0.3935
2023-06-12 2022-12-31 13F UNION PAC COM 907818108 166,268 4,120 2.54 34,429 8.99 0.6204
2022-12-02 2022-09-30 13F UNION PAC COM 907818108 162,148 7,425 4.80 31,590 -4.27 0.7164
2022-08-11 2022-06-30 13F UNION PAC COM 907818108 154,723 17,582 12.82 32,999 -11.93 0.7432
2022-05-20 2022-03-31 13F UNION PAC COM 907818108 137,141 3,417 2.56 37,468 11.22 0.8225
2022-02-17 2021-12-31 13F UNION PAC COM 907818108 133,724 5,031 3.91 33,689 33.55 0.7963
2021-11-23 2021-09-30 13F/A-1 UNION PAC COM 907818108 128,693 10,099 8.52 25,225 -3.29 0.6917
2021-11-16 2021-09-30 13F UNION PAC COM 907818108 14,114 -104,480 25,225 0.6917
2021-08-24 2021-06-30 13F UNION PAC COM 907818108 118,594 8,242 7.47 26,082 7.23 0.7231
2021-05-17 2021-03-31 13F UNION PAC COM 907818108 110,352 10,140 10.12 24,323 16.57 0.7733
2021-02-18 2020-12-31 13F UNION PAC COM 907818108 100,212 5,824 6.17 20,866 12.29 0.7336
2020-11-17 2020-09-30 13F UNION PAC COM 907818108 94,388 2,731 2.98 18,582 19.91 0.7995
2020-08-14 2020-06-30 13F UNION PAC COM 907818108 91,657 3,546 4.02 15,496 24.70 0.6617
2020-05-18 2020-03-31 13F UNION PAC COM 907818108 88,111 4,207 5.01 12,427 -18.08 0.6082
2020-02-14 2019-12-31 13F UNION PACIFIC COM 907818108 83,904 1,797 2.19 15,169 14.05 0.6247
2019-11-18 2019-09-30 13F UNION PACIFIC COM 907818108 82,107 446 0.55 13,300 -3.69 0.6595
2019-08-27 2019-06-30 13F UNION PACIFIC COM 907818108 81,661 -671 -0.81 13,810 0.32 0.8628
2019-05-20 2019-03-31 13F UNION PACIFIC COM 907818108 82,332 -4,725 -5.43 13,766 12.69 1.3236
2019-02-15 2018-12-31 13F UNION PAC COM 907818108 87,057 2,764 3.28 12,216 -11.98 0.9423
2018-11-15 2018-09-30 13F UNION PAC COM 907818108 84,293 -1,350 -1.58 13,878 13.08 1.0843
2018-08-14 2018-06-30 13F UNION PAC COM 907818108 85,643 6,007 7.54 12,273 13.47 1.1580
2018-05-15 2018-03-31 13F UNION PAC COM 907818108 79,636 -781 -0.97 10,816 -0.44 1.0454
2018-02-15 2017-12-31 13F UNION PAC COM 907818108 80,417 3,940 5.15 10,864 22.49 1.1463
2017-11-15 2017-09-30 13F UNION PAC COM 907818108 76,477 3,054 4.16 8,869 10.90 1.0243
2017-08-17 2017-06-30 13F UNION PAC COM 907818108 73,423 7 0.01 7,997 2.84 0.9802
2017-05-15 2017-03-31 13F UNION PAC COM 907818108 73,416 2,922 4.15 7,776 17.11 1.0726
2017-02-15 2016-12-31 13F UNION PAC COM 907818108 70,494 70,494 -3.98 6,640 -14.61 0.9704
2016-11-14 2016-09-30 13F UNION PAC COM 907818108 0 -135,913 -100.00 0 -100.00
2016-08-15 2016-06-30 13F UNION PAC COM 907818108 135,913 -3,736 -2.68 11,858 6.74 1.8896
2016-05-16 2016-03-31 13F UNION PAC COM 907818108 139,649 12,676 9.98 11,109 11.88 1.7036
2016-02-16 2015-12-31 13F UNION PAC COM 907818108 126,973 -532 -0.42 9,929 -11.92 1.6690
2015-11-17 2015-09-30 13F UNION PAC COM 907818108 127,505 -18,240 -12.52 11,273 -18.89 2.1489
2015-08-14 2015-06-30 13F Union Pacific Common 907818108 145,745 49,034 50.70 13,900 32.70 2.6049
2015-05-15 2015-03-31 13F Union Pacific Common 907818108 96,711 7,087 7.91 10,475 -1.90 1.9697
2015-02-17 2014-12-31 13F Union Pacific Common 907818108 89,624 452 0.51 10,677 10.44 1.7595
2014-11-12 2014-09-30 13F Union Pacific Common 907818108 89,172 89,172 9,668 1.5657
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.