Umpqua Holdings Corp (NASDAQ:UMPQ)

24.32
Delayed Data
As of 4:00pm ET
 +0.33 / +1.38%
Today’s Change
16.76
Today|||52-Week Range
24.61
+16.92%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 91.99% 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 December 2017, these large investors purchased a net $5.4 million shares.
Mutual fund holders56.03%
Other institutional35.95%
Individual stakeholders15.91%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018FISHER ASSET MANAGEMENT LLC  Bought 533.1 Thousand shares of Umpqua Holdings Corp
3/31/2018DEPRINCE, RACE & ZOLLO, INC.  Bought 223.5 Thousand shares of Umpqua Holdings Corp
3/31/2018ALASKA RETIREMENT MANAGEMENT BOA...  Bought 27.0 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors9.86%21,731,230465,265,634+350,677+1.64%
The Vanguard Group, Inc.8.71%19,193,062410,923,457+264,020+1.39%
Capital Research & Management Co....6.93%15,273,300327,001,35300.00%
SSgA Funds Management, Inc.5.80%12,774,827273,509,046+1,213,747+10.50%
Atlanta Capital Management Co. LL...4.81%10,606,963227,095,078-114,293-1.07%
Dimensional Fund Advisors LP3.07%6,771,986144,988,220-542,823-7.42%
Macquarie Investment Management B...2.67%5,884,775125,993,033+401,437+7.32%
Northern Trust Investments, Inc.2.10%4,633,01299,192,787-142,560-2.99%
Fisher Asset Management LLC1.99%4,374,95893,667,851+533,094+13.88%
AllianceBernstein LP1.94%4,282,89791,696,825+3,716,144+655.69%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Income Fund of Ame...4.37%9,625,000206,071,250-1,862,800-16.22%
Eaton Vance SMID Cap Portfolio3.49%7,684,678164,528,95600.00%
iShares Core S&P Mid Cap ETF2.57%5,670,257121,400,20200.00%
Vanguard Total Stock Market Index...2.47%5,440,348116,477,851+61,494+1.14%
Vanguard Small Cap Index Fund2.39%5,269,379112,817,404+49,846+0.95%
iShares Russell 2000 ETF1.98%4,366,51793,487,129+14,526+0.33%
American Funds Small Cap World Fu...1.72%3,785,50081,047,55500.00%
SPDR S&P Regional Banking ETF1.69%3,724,29379,737,113-168,375-4.33%
Vanguard Small Cap Value Index Fu...1.51%3,337,45171,454,826-12,631-0.38%
SPDR S&P Bank ETF1.41%3,098,22666,333,019+12,551+0.41%