Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionAvestar Capital, LLC
Latest Disclosed Ownership3,308 shares
Latest Disclosed Value $ 802,757
Avestar Capital, LLC reports 8.00% increase in ownership of UNP / Union Pacific Corporation

On May 13, 2026 - Avestar Capital, LLC filed a 13F-HR form disclosing ownership of 3,308 shares of Union Pacific Corporation (MX:UNP) valued at $802,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,063 shares of Union Pacific Corporation. This represents a change in shares of 8.00% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F UNION PAC COM 907818108 3,308 245 8.00 803 13.28 0.0516
2026-02-10 2025-12-31 13F UNION PAC COM 907818108 3,063 103 3.48 709 1.29 0.0459
2025-11-07 2025-09-30 13F UNION PAC COM 907818108 2,960 -1,547 -34.32 700 -32.53 0.0458
2025-08-13 2025-06-30 13F UNION PAC COM 907818108 4,507 633 16.34 1,037 13.22 0.0708
2025-05-14 2025-03-31 13F UNION PAC COM 907818108 3,874 361 10.28 915 14.23 0.0795
2025-01-29 2024-12-31 13F UNION PAC COM 907818108 3,513 412 13.29 801 4.84 0.0681
2024-11-13 2024-09-30 13F UNION PAC COM 907818108 3,101 280 9.93 764 19.75 0.0786
2024-08-08 2024-06-30 13F UNION PAC COM 907818108 2,821 -30 -1.05 638 -9.37 0.0656
2024-05-10 2024-03-31 13F UNION PAC COM 907818108 2,851 684 31.56 705 32.33 0.0739
2024-02-12 2023-12-31 13F UNION PAC COM 907818108 2,167 723 50.07 532 80.95 0.0603
2023-10-20 2023-09-30 13F UNION PAC COM 907818108 1,444 1,444 294 0.0418
2019-11-15 2019-09-30 13F/A-1 UNION PACIFIC CORP COM COM 907818108 0 -207 -100.00 0 -100.00
2019-08-06 2019-06-30 13F UNION PACIFIC CORP COM COM 907818108 207 0 0.00 33 0.00 0.0209
2019-05-09 2019-03-31 13F UNION PACIFIC CORP COM COM 907818108 207 2 0.98 33 32.00 0.0217
2019-01-25 2018-12-31 13F UNION PACIFIC COM 907818108 205 5 2.50 25 -10.71 0.0171
2018-10-23 2018-09-30 13F UNION PACIFIC COM 907818108 200 -38 -15.97 28 -3.45 0.0162
2018-08-10 2018-06-30 13F UNION PACIFIC COM 907818108 238 52 27.96 29 16.00 0.0183
2018-05-10 2018-03-31 13F UNION PACIFIC COM 907818108 186 43 30.07 25 38.89 0.0163
2018-02-14 2017-12-31 13F UNION PACIFIC COM 907818108 143 143 18 0.0135
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.