Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership7,977 shares
Latest Disclosed Value $ 1,935,319
Mutual Advisors, LLC reports 1.48% increase in ownership of UNP / Union Pacific Corporation

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 7,977 shares of Union Pacific Corporation (MX:UNP) valued at $1,935,319 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,861 shares of Union Pacific Corporation. This represents a change in shares of 1.48% 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.

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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)
2026-05-01 2026-03-31 13F UNION PAC COM 907818108 7,977 116 1.48 1,935 6.44 0.0414
2026-02-02 2025-12-31 13F UNION PAC COM 907818108 7,861 -593 -7.01 1,818 -2.26 0.0390
2025-11-04 2025-09-30 13F UNION PAC COM 907818108 8,454 184 2.22 1,860 0.11 0.0410
2025-07-28 2025-06-30 13F UNION PAC COM 907818108 8,270 92 1.12 1,859 6.54 0.0464
2025-04-28 2025-03-31 13F UNION PAC COM 907818108 8,178 -4,794 -36.96 1,744 -42.74 0.0499
2025-01-17 2024-12-31 13F UNION PAC COM 907818108 12,972 3,478 36.63 3,047 39.09 0.0882
2024-10-25 2024-09-30 13F UNION PAC COM 907818108 9,494 251 2.72 2,191 -2.14 0.0640
2024-07-30 2024-06-30 13F UNION PAC COM 907818108 9,243 -2,022 -17.95 2,238 -19.21 0.0676
2024-05-02 2024-03-31 13F UNION PAC COM 907818108 11,265 -114 -1.00 2,770 -0.86 0.0889
2024-01-12 2023-12-31 13F UNION PAC COM 907818108 11,379 754 7.10 2,795 29.17 0.0972
2023-11-13 2023-09-30 13F UNION PAC COM 907818108 10,625 -121 -1.13 2,164 -1.59 0.0844
2023-07-31 2023-06-30 13F UNION PAC COM 907818108 10,746 1,524 16.53 2,199 18.43 0.0834
2023-04-11 2023-03-31 13F UNION PAC COM 907818108 9,222 310 3.48 1,856 0.60 0.0762
2023-01-12 2022-12-31 13F UNION PAC COM 907818108 8,912 287 3.33 1,846 9.82 0.0826
2022-11-03 2022-09-30 13F UNION PAC COM 907818108 8,625 2,103 32.24 1,680 20.78 0.0864
2022-08-15 2022-06-30 13F UNION PAC COM 907818108 6,522 180 2.84 1,391 -19.73 0.0921
2022-05-09 2022-03-31 13F UNION PAC COM 907818108 6,342 -163 -2.51 1,733 5.74 0.0970
2022-02-14 2021-12-31 13F UNION PAC COM 907818108 6,505 259 4.15 1,639 33.91 0.0867
2021-11-15 2021-09-30 13F UNION PAC COM 907818108 6,246 35 0.56 1,224 -10.40 0.0724
2021-08-12 2021-06-30 13F UNION PAC COM 907818108 6,211 192 3.19 1,366 2.94 0.0810
2021-05-13 2021-03-31 13F UNION PAC COM 907818108 6,019 -225 -3.60 1,327 2.08 0.0908
2021-02-11 2020-12-31 13F UNION PAC COM 907818108 6,244 -665 -9.63 1,300 -4.41 0.0966
2020-11-13 2020-09-30 13F UNION PAC COM 907818108 6,909 264 3.97 1,360 21.00 0.1179
2020-08-05 2020-06-30 13F UNION PAC COM 907818108 6,645 1,453 27.99 1,124 53.55 0.1104
2020-05-13 2020-03-31 13F UNION PAC COM 907818108 5,192 -160 -2.99 732 -24.38 0.0993
2020-02-11 2019-12-31 13F UNION PACIFIC COM 907818108 5,352 -624 -10.44 968 0.00 0.1030
2019-11-01 2019-09-30 13F UNION PACIFIC COM 907818108 5,976 -1,488 -19.94 968 -23.30 0.1279
2019-08-15 2019-06-30 13F UNION PACIFIC COM 907818108 7,464 864 13.09 1,262 14.31 0.1640
2019-05-15 2019-03-31 13F UNION PACIFIC COM 907818108 6,600 59 0.90 1,104 22.12 0.1635
2019-02-15 2018-12-31 13F UNION PAC COM 907818108 6,541 386 6.27 904 -9.78 0.1781
2018-11-15 2018-09-30 13F UNION PAC COM 907818108 6,155 960 18.48 1,002 36.14 0.1521
2018-08-15 2018-06-30 13F UNION PAC COM 907818108 5,195 501 10.67 736 16.64 0.1678
2018-05-11 2018-03-31 13F UNION PAC COM 907818108 4,694 2,754 141.96 631 142.69 0.1599
2018-02-12 2017-12-31 13F UNION PAC COM 907818108 1,940 1,940 260 0.0982
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.