Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership2,317 shares
Latest Disclosed Value $ 562,092
Richard C. Young & CO., LTD. reports 88.40% decrease in ownership of UNP / Union Pacific Corporation

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 2,317 shares of Union Pacific Corporation (MX:UNP) valued at $562,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 19,981 shares of Union Pacific Corporation. This represents a change in shares of -88.40% 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)
2026-05-07 2026-03-31 13F Union Pac COM 907818108 2,317 -17,664 -88.40 562 -87.84 0.0466
2026-01-29 2025-12-31 13F Union Pac COM 907818108 19,981 -942 -4.50 4,622 14.66 0.4141
2025-11-12 2025-09-30 13F Union Pac COM 907818108 20,923 -26,029 -55.44 4,032 -62.68 0.3745
2025-08-07 2025-06-30 13F Union Pac COM 907818108 46,952 320 0.69 10,803 -1.94 1.0673
2025-05-02 2025-03-31 13F Union Pac COM 907818108 46,632 521 1.13 11,016 4.76 1.1835
2025-01-28 2024-12-31 13F Union Pac COM 907818108 46,111 301 0.66 10,515 -6.87 1.1455
2024-11-07 2024-09-30 13F Union Pac COM 907818108 45,810 627 1.39 11,291 10.45 1.2333
2024-08-08 2024-06-30 13F Union Pac COM 907818108 45,183 850 1.92 10,223 -6.23 1.2427
2024-05-08 2024-03-31 13F Union Pac COM 907818108 44,333 630 1.44 10,903 1.57 1.3688
2024-02-12 2023-12-31 13F Union Pac COM 907818108 43,703 2,447 5.93 10,734 27.79 1.4389
2023-11-13 2023-09-30 13F Union Pac COM 907818108 41,256 1,160 2.89 8,401 2.39 1.1961
2023-08-08 2023-06-30 13F Union Pac COM 907818108 40,096 2,530 6.73 8,205 8.52 1.1270
2023-05-12 2023-03-31 13F Union Pac COM 907818108 37,566 2,391 6.80 7,560 3.80 1.0412
2023-02-10 2022-12-31 13F Union Pac COM 907818108 35,175 829 2.41 7,284 8.85 0.9695
2022-11-10 2022-09-30 13F Union Pac COM 907818108 34,346 784 2.34 6,691 -6.52 1.0234
2022-08-03 2022-06-30 13F Union Pac COM 907818108 33,562 1,877 5.92 7,158 -17.32 0.9276
2022-05-06 2022-03-31 13F Union Pac COM 907818108 31,685 1,371 4.52 8,657 13.36 1.1057
2022-02-11 2021-12-31 13F Union Pac COM 907818108 30,314 622 2.09 7,637 31.22 0.9626
2021-11-10 2021-09-30 13F Union Pac COM 907818108 29,692 2,170 7.88 5,820 -9.46 0.7990
2021-08-11 2021-06-30 13F Union Pac COM 907818108 27,522 0 0.00 6,428 5.97 0.8169
2021-05-13 2021-03-31 13F Union Pac COM 907818108 27,522 2,022 7.93 6,066 14.24 0.8057
2021-02-12 2020-12-31 13F Union Pac COM 907818108 25,500 962 3.92 5,310 9.92 0.8084
2020-11-12 2020-09-30 13F Union Pac COM 907818108 24,538 1,006 4.28 4,831 21.41 0.7786
2020-08-13 2020-06-30 13F Union Pac COM 907818108 23,532 657 2.87 3,979 23.34 0.6627
2020-05-11 2020-03-31 13F Union Pac COM 907818108 22,875 1,774 8.41 3,226 -15.44 0.6254
2020-02-12 2019-12-31 13F Union Pac COM 907818108 21,101 1,207 6.07 3,815 18.40 0.6356
2019-10-29 2019-09-30 13F Union Pac COM 907818108 19,894 1,613 8.82 3,222 4.20 0.5793
2019-08-06 2019-06-30 13F Union Pac COM 907818108 18,281 1,742 10.53 3,092 11.83 0.5861
2019-05-09 2019-03-31 13F Union Pac COM 907818108 16,539 2,483 17.67 2,765 42.31 0.5278
2019-02-13 2018-12-31 13F Union Pac COM 907818108 14,056 1,402 11.08 1,943 -5.68 0.4148
2018-11-14 2018-09-30 13F Union Pac COM 907818108 12,654 1,469 13.13 2,060 29.97 0.3918
2018-08-10 2018-06-30 13F Union Pac COM 907818108 11,185 5,543 98.25 1,585 109.10 0.3194
2018-05-08 2018-03-31 13F Union Pac COM 907818108 5,642 1,616 40.14 758 40.37 0.1508
2018-02-13 2017-12-31 13F Union Pac COM 907818108 4,026 1,922 91.35 540 121.31 0.1017
2017-11-09 2017-09-30 13F Union Pac COM 907818108 2,104 2,104 244 0.0462
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.