Umpqua Holdings Corp (NASDAQ:UMPQ)

Data as of Oct 01
 -0.24 / -1.46%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of UMPQ through the 70.48% 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 June 2014, these large investors purchased a net $15.3 million shares.
Mutual fund holders44.77%
Other institutional25.71%
Individual stakeholders15.45%

Largest Quarterly Institutional

Latest Institutional Activity

8/31/2014HIGHMARK CAPITAL MANAGEMENT, INC...  Bought 32.8 Thousand shares of Umpqua Holdings Corp
8/31/2014SPARINVEST SA  Sold 1.00 shares of Umpqua Holdings Corp
7/31/2014FROST INVESTMENT ADVISORS LLC  Sold 57.2 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

Total value ($)Shares
bought / sold
BlackRock Fund Advisors5.73%12,450,485217,509,973-282,723-2.22%
The Vanguard Group, Inc.5.59%12,134,963211,997,804+1,333,207+12.34%
SSgA Funds Management, Inc.4.82%10,468,213182,879,681+594,558+6.02%
Dimensional Fund Advisors LP4.04%8,775,465153,307,374-245,683-2.72%
Atlanta Capital Management Co. LL...3.90%8,482,234148,184,628-14,230-0.17%
Capital Research & Management Co....3.55%7,711,321134,716,778+5,063,321+191.21%
Cramer Rosenthal McGlynn LLC1.83%3,980,06969,531,805-34,475-0.86%
Northern Trust Investments, Inc.1.66%3,608,81363,045,963+387,215+12.02%
Heartland Advisors, Inc.1.64%3,558,24462,162,523-50,000-1.39%
JPMorgan Investment Management, I...1.63%3,550,10662,020,352-231,741-6.13%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
American Funds Small Cap World Fu...2.61%5,670,04199,055,616+2,951,023+108.53%
Eaton Vance SMID Cap Portfolio2.39%5,189,48190,660,23300.00%
DFA US Small Cap Value Portfolio1.88%4,077,77271,238,67700.00%
Vanguard Small Cap Index Fund1.73%3,760,28165,692,109+12,353+0.33%
AllianzGI NFJ Small Cap Value Fun...1.68%3,640,20063,594,294+3,640,200--
Vanguard Total Stock Market Index...1.57%3,415,69459,672,174+706,884+26.10%
Heartland Value Plus Fund1.57%3,400,00059,398,000-50,000-1.45%
iShares Core S&P Mid Cap ETF1.17%2,529,92744,197,825+59,684+2.42%
SPDR S&P Bank ETF1.16%2,518,29043,994,526-13,159-0.52%
iShares Russell 2000 ETF1.10%2,385,75541,679,140+14,773+0.62%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.