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Umpqua Holdings Corp (NASDAQ:UMPQ)

Delayed Data
As of Nov 30
 +0.09 / +0.50%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of UMPQ through the 95.01% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended September 2015, these large investors purchased a net $2.5 million shares.
Mutual fund holders55.05%
Other institutional39.96%
Individual stakeholders15.38%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2015MILLENNIUM MANAGEMENT LLC  Bought 1.8 Million shares of Umpqua Holdings Corp
9/30/2015PERKINS INVESTMENT MANAGEMENT LL...  Bought 1.6 Million shares of Umpqua Holdings Corp
9/30/2015STERLING CAPITAL MANAGEMENT LLC  Bought 968.1 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

Total value ($)Shares
bought / sold
BlackRock Fund Advisors8.50%18,710,749312,469,508+826,866+4.62%
The Vanguard Group, Inc.6.70%14,759,066246,476,402+138,114+0.94%
Capital Research & Management Co....5.70%12,545,906209,516,630-589,915-4.49%
SSgA Funds Management, Inc.5.15%11,331,443189,235,098+69,085+0.61%
Atlanta Capital Management Co. LL...4.39%9,671,788161,518,860+106,582+1.11%
Dimensional Fund Advisors LP4.00%8,807,127147,079,021-9,211-0.10%
Capital Research & Management Co....2.96%6,522,800108,930,760+9,600+0.15%
Millennium Management LLC2.94%6,482,959108,265,415+1,771,961+37.61%
Perkins Investment Management LLC2.85%6,266,586104,651,986+1,622,479+34.94%
Ceredex Value Advisors LLC2.77%6,108,950102,019,465-83,450-1.35%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
American Funds Small Cap World Fu...3.18%7,004,541116,975,83500.00%
Eaton Vance SMID Cap Portfolio2.80%6,165,947102,971,31500.00%
RidgeWorth Mid Cap Value Equity F...2.36%5,200,00086,840,00000.00%
American Funds Capital Income Bui...2.30%5,066,40084,608,880+5,066,400--
Vanguard Small Cap Index Fund1.96%4,325,46372,235,232+57,950+1.36%
Vanguard Total Stock Market Index...1.75%3,849,23964,282,291+1,356+0.04%
iShares Core S&P Mid Cap ETF1.73%3,806,06663,561,302+2,066+0.05%
Nordea 1 - North American All Cap...1.67%3,669,46661,280,08200.00%
DFA US Small Cap Value Portfolio1.62%3,564,93659,534,431-512,836-12.58%
iShares Russell 2000 ETF1.52%3,354,02456,012,201+69,635+2.12%