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Umpqua Holdings Corp (NASDAQ:UMPQ)

15.94
Delayed Data
As of 4:00pm ET
 +0.27 / +1.72%
Today’s Change
13.46
Today|||52-Week Range
18.92
+0.25%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 93.10% 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 2016, these large investors purchased a net $3.0 million shares.
Mutual fund holders56.63%
Other institutional36.47%
Individual stakeholders15.47%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016DELAWARE MANAGEMENT BUSINESS TRU...  Bought 2.3 Million shares of Umpqua Holdings Corp
3/31/2016GLENMEDE INVESTMENT MANAGEMENT L...  Bought 1.2 Million shares of Umpqua Holdings Corp
3/31/2016CAPITAL RESEARCH & MANAGEMENT CO...  Bought 950.9 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.89%19,562,791309,678,982-442,686-2.21%
The Vanguard Group, Inc.7.15%15,739,807249,161,145+526,888+3.46%
Capital Research & Management Co....5.70%12,545,906198,601,69200.00%
SSgA Funds Management, Inc.4.99%10,975,389173,740,408+101,355+0.93%
Atlanta Capital Management Co. LL...4.51%9,937,554157,311,480-4,931-0.05%
Dimensional Fund Advisors LP4.15%9,146,993144,796,899+361,043+4.11%
Capital Research & Management Co....3.40%7,479,900118,406,817+950,900+14.56%
Fisher Asset Management LLC2.18%4,800,19275,987,039-72,668-1.49%
Northern Trust Investments, Inc.1.95%4,294,46367,981,349+33,615+0.79%
Millennium Management LLC1.93%4,244,47967,190,103-823,890-16.26%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...3.18%7,004,541110,881,88400.00%
Eaton Vance SMID Cap Portfolio2.89%6,369,638100,831,37000.00%
American Funds Income Fund of Ame...2.52%5,541,36587,719,80800.00%
American Funds Capital Income Bui...2.30%5,066,40080,201,11200.00%
Vanguard Small Cap Index Fund2.06%4,525,26071,634,866+47,732+1.07%
Vanguard Total Stock Market Index...1.93%4,245,51967,206,566+35,054+0.83%
iShares Core S&P Mid Cap ETF1.83%4,030,52863,803,25800.00%
iShares Russell 2000 ETF1.57%3,457,31554,729,296+51,957+1.53%
DFA US Small Cap Value Portfolio1.50%3,311,47752,420,68100.00%
RidgeWorth Mid Cap Value Equity F...1.45%3,200,00050,656,000-875,000-21.47%