Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Umpqua Holdings Corp (NASDAQ:UMPQ)

17.57
Delayed Data
As of Apr 21
 -0.02 / -0.11%
Today’s Change
14.61
Today|||52-Week Range
19.50
-6.44%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 90.58% 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 $128.2 thousand shares.
Mutual fund holders58.24%
Other institutional32.34%
Individual stakeholders15.53%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017LEGATO CAPITAL MANAGEMENT LLC  Bought 59.6 Thousand shares of Umpqua Holdings Corp
3/31/2017ALPHA WINDWARD LLC  Bought 25.3 Thousand shares of Umpqua Holdings Corp
3/31/2017FOUNDRY PARTNERS LLC (MINNESOTA)  Bought 17.7 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors9.29%20,475,323363,232,230+2,020,775+10.95%
The Vanguard Group, Inc.8.11%17,863,500316,898,490+553,695+3.20%
Capital Research & Management Co....6.13%13,513,095239,722,305+967,189+7.71%
SSgA Funds Management, Inc.5.44%11,986,036212,632,279+1,364,886+12.85%
Atlanta Capital Management Co. LL...4.42%9,745,331172,882,172-101,535-1.03%
Dimensional Fund Advisors LP4.13%9,093,973161,327,081-119,610-1.30%
Millennium Management LLC2.54%5,593,14599,222,392+550,709+10.92%
Fisher Asset Management LLC2.18%4,809,31485,317,230-65,727-1.35%
Perkins Investment Management LLC2.18%4,800,77385,165,713-619,007-11.42%
Northern Trust Investments, Inc.2.14%4,723,27183,790,828-87,432-1.82%

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%10,543,206187,036,47400.00%
Eaton Vance SMID Cap Portfolio2.89%6,369,638112,997,37800.00%
iShares Core S&P Mid Cap ETF2.36%5,209,34292,413,727+29,644+0.57%
Vanguard Small Cap Index Fund2.33%5,134,90291,093,161+58,897+1.16%
Vanguard Total Stock Market Index...2.23%4,913,53187,166,040+137,476+2.88%
iShares Russell 2000 ETF2.04%4,483,45279,536,438-30,438-0.67%
Janus Perkins Mid Cap Value Fund1.86%4,106,07072,841,682-437,584-9.63%
American Funds Small Cap World Fu...1.72%3,785,50067,154,770-1,130,000-22.99%
Vanguard Small Cap Value Index Fu...1.52%3,337,72259,211,188+61,467+1.88%
SPDR S&P Regional Banking ETF1.41%3,112,52955,216,264+44,631+1.45%