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Umpqua Holdings Corp (NASDAQ:UMPQ)

17.40
Delayed Data
As of May 26
 -0.08 / -0.46%
Today’s Change
14.61
Today|||52-Week Range
19.50
-7.35%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 89.67% 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 March 2017, these large investors purchased a net $1.9 million shares.
Mutual fund holders56.86%
Other institutional32.81%
Individual stakeholders15.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017SSGA FUNDS MANAGEMENT, INC.  Bought 1.3 Million shares of Umpqua Holdings Corp
3/31/2017BLACKROCK FUND ADVISORS  Bought 1.1 Million shares of Umpqua Holdings Corp
3/31/2017MELLON CAPITAL MANAGEMENT CORP.  Bought 983.3 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors9.81%21,616,651381,966,223+1,141,328+5.57%
The Vanguard Group, Inc.8.52%18,767,385331,619,693+903,885+5.06%
Capital Research & Management Co....6.50%14,328,706253,188,235+815,611+6.04%
SSgA Funds Management, Inc.6.03%13,280,067234,658,784+1,294,031+10.80%
Atlanta Capital Management Co. LL...4.32%9,525,780168,320,533-219,551-2.25%
Dimensional Fund Advisors LP3.85%8,485,421149,937,389-608,552-6.69%
Macquarie Investment Management B...2.20%4,851,30585,722,559+369,514+8.24%
Northern Trust Investments, Inc.2.16%4,751,37583,956,796+28,104+0.60%
Fisher Asset Management LLC2.11%4,650,04082,166,207-159,274-3.31%
Perkins Investment Management LLC1.78%3,917,04769,214,220-883,726-18.41%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Income Fund of Ame...4.79%10,543,206186,298,45000.00%
Eaton Vance SMID Cap Portfolio2.89%6,369,638112,551,50300.00%
iShares Core S&P Mid Cap ETF2.42%5,320,67194,016,257+1,151+0.02%
Vanguard Small Cap Index Fund2.35%5,167,42491,308,382+32,522+0.63%
Vanguard Total Stock Market Index...2.25%4,953,15987,522,320+11,779+0.24%
iShares Russell 2000 ETF2.09%4,603,14081,337,484-36,270-0.78%
American Funds Small Cap World Fu...1.72%3,785,50066,889,785-1,130,000-22.99%
Vanguard Small Cap Value Index Fu...1.53%3,361,36559,395,320+23,643+0.71%
SPDR S&P Regional Banking ETF1.48%3,269,78057,777,013+7,062+0.22%
Janus Perkins Mid Cap Value Fund1.47%3,235,62657,173,511-870,444-21.20%