Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership46,350 shares
Latest Disclosed Value $ 11,245,481
Pinnacle Associates Ltd reports 4.01% decrease in ownership of UNP / Union Pacific Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 46,350 shares of Union Pacific Corporation (MX:UNP) valued at $11,245,481 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 48,287 shares of Union Pacific Corporation. This represents a change in shares of -4.01% 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)
2026-04-21 2026-03-31 13F UNION PAC COM 907818108 46,350 -1,937 -4.01 11,245 0.68 0.1441
2026-02-05 2025-12-31 13F UNION PAC COM 907818108 48,287 3,316 7.37 11,170 5.08 0.1433
2025-11-13 2025-09-30 13F UNION PAC COM 907818108 44,971 914 2.07 10,630 4.86 0.1411
2025-08-04 2025-06-30 13F UNION PAC COM 907818108 44,057 -7,854 -15.13 10,137 -17.34 0.1468
2025-05-06 2025-03-31 13F UNION PAC COM 907818108 51,911 -42 -0.08 12,264 3.51 0.1797
2025-02-14 2024-12-31 13F UNION PAC COM 907818108 51,953 210 0.41 11,847 -6.78 0.1607
2024-10-25 2024-09-30 13F UNION PAC COM 907818108 51,743 -723 -1.38 12,709 7.07 0.2161
2024-07-30 2024-06-30 13F UNION PAC COM 907818108 52,466 1,107 2.16 11,871 -6.02 0.1859
2024-04-26 2024-03-31 13F UNION PAC COM 907818108 51,359 -384 -0.74 12,631 -0.62 0.1991
2024-01-19 2023-12-31 13F UNION PAC COM 907818108 51,743 -120 -0.23 12,709 20.35 0.2138
2023-10-24 2023-09-30 13F UNION PAC COM 907818108 51,863 -624 -1.19 10,561 -1.67 0.1963
2023-07-27 2023-06-30 13F UNION PAC COM 907818108 52,487 19,473 58.98 10,740 61.63 0.1864
2023-05-05 2023-03-31 13F UNION PAC COM 907818108 33,014 -771 -2.28 6,644 -5.02 0.1359
2023-02-01 2022-12-31 13F/A-1 UNION PAC COM 907818108 33,785 265 0.79 6,996 7.12 0.1524
2023-01-25 2022-12-31 13F UNION PAC COM 907818108 32,637 -883 6,962 0.0001
2022-11-01 2022-09-30 13F UNION PAC COM 907818108 33,520 174 0.52 6,530 -8.18 0.1499
2022-08-02 2022-06-30 13F UNION PAC COM 907818108 33,346 -1,416 -4.07 7,112 -25.11 0.1551
2022-05-05 2022-03-31 13F UNION PAC COM 907818108 34,762 534 1.56 9,497 10.14 0.1681
2022-02-02 2021-12-31 13F UNION PAC COM 907818108 34,228 1,152 3.48 8,623 33.01 0.1487
2021-10-19 2021-09-30 13F UNION PAC COM 907818108 33,076 403 1.23 6,483 -9.78 0.1195
2021-08-02 2021-06-30 13F UNION PAC COM 907818108 32,673 -4,175 -11.33 7,186 -11.52 0.1299
2021-05-12 2021-03-31 13F UNION PAC COM 907818108 36,848 -715 -1.90 8,122 3.85 0.1549
2021-01-26 2020-12-31 13F UNION PAC COM 907818108 37,563 65 0.17 7,821 5.95 0.1588
2020-10-23 2020-09-30 13F UNION PAC COM 907818108 37,498 815 2.22 7,382 19.03 0.1753
2020-08-14 2020-06-30 13F UNION PAC COM 907818108 36,683 -7,704 -17.36 6,202 -0.93 0.1529
2020-05-13 2020-03-31 13F UNION PAC COM 907818108 44,387 150 0.34 6,260 -21.73 0.1902
2020-02-03 2019-12-31 13F UNION PACIFIC COM 907818108 44,237 -2,428 -5.20 7,998 5.81 0.1751
2019-11-08 2019-09-30 13F UNION PACIFIC COM 907818108 46,665 69 0.15 7,559 -4.07 0.1781
2019-08-05 2019-06-30 13F UNION PACIFIC COM 907818108 46,596 -1,145 -2.40 7,880 -1.28 0.1845
2019-05-10 2019-03-31 13F UNION PACIFIC COM 907818108 47,741 -1,023 -2.10 7,982 18.41 0.1803
2019-02-05 2018-12-31 13F UNION PAC COM 907818108 48,764 -9,600 -16.45 6,741 -29.06 0.1740
2018-11-09 2018-09-30 13F UNION PAC COM 907818108 58,364 -6,892 -10.56 9,503 2.79 0.1972
2018-08-08 2018-06-30 13F UNION PAC COM 907818108 65,256 -929 -1.40 9,245 3.91 0.1902
2018-05-11 2018-03-31 13F UNION PAC COM 907818108 66,185 -1,082 -1.61 8,897 -1.36 0.1744
2018-02-12 2017-12-31 13F UNION PAC COM 907818108 67,267 -569 -0.84 9,020 14.66 0.1733
2017-11-13 2017-09-30 13F UNION PAC COM 907818108 67,836 -438 -0.64 7,867 5.80 0.1450
2017-08-09 2017-06-30 13F UNION PAC COM 907818108 68,274 -351 -0.51 7,436 2.30 0.1429
2017-05-09 2017-03-31 13F UNION PAC COM 907818108 68,625 -2,435 -3.43 7,269 -1.33 0.1388
2017-02-10 2016-12-31 13F UNION PAC COM 907818108 71,060 -3,765 -5.03 7,367 0.95 0.1486
2016-11-14 2016-09-30 13F UNION PAC COM 907818108 74,825 5,188 7.45 7,298 20.11 0.1464
2016-08-15 2016-06-30 13F UNION PAC COM 907818108 69,637 9,302 15.42 6,076 26.58 0.1309
2016-05-13 2016-03-31 13F UNION PAC COM 907818108 60,335 -2,826 -4.47 4,800 -2.81 0.1027
2016-02-11 2015-12-31 13F/A-1 UNION PAC COM 907818108 63,161 32,086 103.25 4,939 79.80 0.1036
2016-02-09 2015-12-31 13F UNION PAC COM 907818108 63,161 32,086 4,939 0.1055
2015-11-10 2015-09-30 13F UNION PAC COM 907818108 31,075 1,238 4.15 2,747 -3.48 0.0608
2015-08-12 2015-06-30 13F UNION PAC COM 907818108 29,837 5,096 20.60 2,846 6.19 0.0528
2015-05-15 2015-03-31 13F Union Pac COM 907818108 24,741 -17 -0.07 2,680 -9.12 0.0500
2015-02-12 2014-12-31 13F Union Pac COM 907818108 24,758 -108 -0.43 2,949 9.38 0.0578
2014-11-12 2014-09-30 13F Union Pac COM 907818108 24,866 -70 -0.28 2,696 8.40 0.0549
2014-08-14 2014-06-30 13F Union Pac COM 907818108 24,936 12,103 94.31 2,487 3.28 0.0485
2014-05-14 2014-03-31 13F Union Pac COM 907818108 12,833 950 7.99 2,408 20.64 0.0470
2014-02-12 2013-12-31 13F Union Pac COM 907818108 11,883 -180 -1.49 1,996 6.51 0.0390
2013-11-14 2013-09-30 13F Union Pac COM 907818108 12,063 -45 -0.37 1,874 0.32 0.0388
2013-08-13 2013-06-30 13F Union Pac COM 907818108 12,108 12,108 1,868 0.0420
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.