Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership21,372 shares
Latest Disclosed Value $ 5,185,156
Integrated Wealth Concepts LLC reports 62.23% increase in ownership of UNP / Union Pacific Corporation

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 21,372 shares of Union Pacific Corporation (MX:UNP) valued at $5,185,156 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,174 shares of Union Pacific Corporation. This represents a change in shares of 62.23% 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)
2026-05-15 2026-03-31 13F UNION PACIFIC Common Stock 907818108 21,372 8,198 62.23 5,185 70.17 0.0414
2026-02-13 2025-12-31 13F UNION PAC Common Stock 907818108 13,174 -4,257 -24.42 3,047 -26.04 0.0362
2025-11-14 2025-09-30 13F UNION PACIFIC Common Stock 907818108 17,431 649 3.87 4,120 6.71 0.0368
2025-08-14 2025-06-30 13F UNION PACIFIC Common Stock 907818108 16,782 -853 -4.84 3,861 -7.32 0.0387
2025-05-15 2025-03-31 13F UNION PACIFIC Common Stock 907818108 17,635 1,430 8.82 4,166 12.75 0.0486
2025-02-14 2024-12-31 13F UNION PACIFIC Common Stock 907818108 16,205 1,717 11.85 3,695 3.47 0.0429
2024-11-14 2024-09-30 13F UNION PACIFIC Common Stock 907818108 14,488 -883 -5.74 3,571 2.70 0.0435
2024-08-14 2024-06-30 13F UNION PACIFIC Common Stock 907818108 15,371 -636 -3.97 3,478 -11.66 0.0475
2024-05-15 2024-03-31 13F UNION PACIFIC Common Stock 907818108 16,007 427 2.74 3,937 2.88 0.0570
2024-02-13 2023-12-31 13F UNION PACIFIC Common Stock 907818108 15,580 2,372 17.96 3,827 42.28 0.0627
2023-11-15 2023-09-30 13F UNION PACIFIC Common Stock 907818108 13,208 132 1.01 2,690 0.52 0.0474
2023-08-15 2023-06-30 13F UNION PACIFIC Common Stock 907818108 13,076 -204 -1.54 2,676 133,650.00 0.0459
2023-05-03 2023-03-31 13F UNION PAC Common Stock 907818108 13,280 2,338 21.37 3 0.00 0.0551
2023-02-13 2022-12-31 13F UNION PACIFIC Common Stock 907818108 10,942 498 4.77 2 -99.90 0.0616
2022-11-14 2022-09-30 13F UNION PACIFIC Common Stock 907818108 10,444 115 1.11 2,035 -7.63 0.0650
2022-08-08 2022-06-30 13F UNION PACIFIC Common Stock 907818108 10,329 -48 -0.46 2,203 -22.29 0.0686
2022-05-12 2022-03-31 13F UNION PACIFIC Common Stock 907818108 10,377 -128 -1.22 2,835 7.14 0.0866
2022-02-15 2021-12-31 13F UNION PACIFIC Common Stock 907818108 10,505 250 2.44 2,646 31.64 0.0787
2021-11-15 2021-09-30 13F UNION PACIFIC Common Stock 907818108 10,255 1,050 11.41 2,010 -0.69 0.0654
2021-08-13 2021-06-30 13F UNION PACIFIC Common Stock 907818108 9,205 499 5.73 2,024 5.47 0.0717
2021-05-13 2021-03-31 13F UNION PACIFIC Common Stock 907818108 8,706 306 3.64 1,919 9.72 0.0788
2021-02-12 2020-12-31 13F UNION PACIFIC Common Stock 907818108 8,400 4,100 95.35 1,749 106.74 0.0827
2020-11-13 2020-09-30 13F UNION PACIFIC Common Stock 907818108 4,300 75 1.78 846 18.49 0.0522
2020-07-30 2020-06-30 13F UNION PACIFIC Common Stock 907818108 4,225 349 9.00 714 30.53 0.0514
2020-05-18 2020-03-31 13F UNION PACIFIC Common Stock 907818108 3,876 90 2.38 547 -20.15 0.0505
2020-02-20 2019-12-31 13F UNION PACIFIC Common Stock 907818108 3,786 272 7.74 685 20.39 0.0578
2019-11-15 2019-09-30 13F UNION PACIFIC Common Stock 907818108 3,514 593 20.30 569 15.18 0.0640
2019-08-15 2019-06-30 13F UNION PACIFIC Common Stock 907818108 2,921 49 1.71 494 2.92 0.0647
2019-05-15 2019-03-31 13F UNION PACIFIC Common Stock 907818108 2,872 277 10.67 480 33.70 0.0813
2019-02-14 2018-12-31 13F UNION PACIFIC Common Stock 907818108 2,595 50 1.96 359 -14.11 0.0975
2018-11-13 2018-09-30 13F UNION PACIFIC Common Stock 907818108 2,545 295 13.11 418 29.81 0.1263
2018-07-26 2018-06-30 13F UNION PACIFIC Common Stock 907818108 2,250 99 4.60 322 12.59 0.1099
2018-05-15 2018-03-31 13F UNION PACIFIC Common Stock 907818108 2,151 275 14.66 286 9.16 0.1147
2018-05-15 2017-12-31 13F UNION PACIFIC Common Stock 907818108 1,876 1,876 262 0.1121
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.