4 tracked superinvestors hold UNION PAC CORP (UNP), worth $971M combined, led by Bill Nygren. Smart money is trimming UNP as of the latest 13F filings.
Current price
$285.04
+23.8%
1Y
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other agricultural users; petroleum, and liquid petroleum…
Market cap
$158.1B
P/E
21.92
Div yield
2.0%
Revenue YoY
1.1%
Analyst target
$295
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$971M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing UNP: 2 funds trimmed versus 1 adding.
UNION PAC CORP (UNP) is held by 4 tracked funds worth $971M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Seth Klarman, who has committed 7.3% of their portfolio to it, while Bill Nygren holds the largest dollar position.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 2% | $444M | |
| Trimmed | 7.3% | $374M | |
| Added | 0.6% | $129M | |
| Trimmed | 1.2% | $24M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own UNP?
4 tracked funds hold UNION PAC CORP (UNP), the largest being Bill Nygren (Oakmark Fund) at 2% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling UNP?
In the most recent 13F quarter, 1 tracked fund added or opened UNP and 2 trimmed it.
How much UNP do tracked funds hold?
Combined disclosed long exposure to UNP across tracked superinvestors is $971M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.