Umpqua Holdings Corp (NASDAQ:UMPQ)

18.69
BATS BZX Real-Time Price
As of 2:58pm ET
 +0.34 / +1.85%
Today’s Change
15.77
Today|||52-Week Range
22.06
-2.86%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 89.81% 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 2019, these large investors purchased a net $677.6 thousand shares.
Mutual fund holders52.20%
Other institutional37.61%
Individual stakeholders16.74%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2022VERSOR INVESTMENTS LP  Bought 1.4 Million shares of Umpqua Holdings Corp
6/30/2022PZENA INVESTMENT MANAGEMENT LLC  Bought 658.0 Thousand shares of Umpqua Holdings Corp
6/30/2022CANDRIAM BELGIUM SA  Bought 279.1 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.9.46%20,532,047344,322,428+185,955+0.91%
BlackRock Fund Advisors7.89%17,120,173287,105,301+142,483+0.84%
Macquarie Investment Management B...6.35%13,772,040230,957,111+7,298+0.05%
SSgA Funds Management, Inc.4.98%10,807,106181,235,168-199,105-1.81%
Massachusetts Financial Services ...4.97%10,783,109180,832,738+71,955+0.67%
Atlanta Capital Management Co. LL...4.26%9,245,110155,040,495-80,259-0.86%
AllianceBernstein LP3.02%6,552,522109,885,794+525,586+8.72%
Dimensional Fund Advisors LP2.97%6,436,298107,936,717-842,786-11.58%
Versor Investments LP2.67%5,793,61197,158,856+1,443,977+33.20%
Pzena Investment Management LLC1.63%3,526,70059,142,759+658,030+22.94%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...2.95%6,397,197107,280,994+44,495+0.70%
iShares Core S&P Mid Cap ETF2.88%6,241,046104,662,341+1,260+0.02%
Eaton Vance Atlanta Capital SMID ...2.77%6,008,728100,766,36900.00%
MFS Mid Cap Value Fund2.70%5,867,38198,395,979+1,069,658+22.30%
Vanguard Small Cap Index Fund2.53%5,481,12791,918,500+44,458+0.82%
Delaware Small Cap Value Fund2.44%5,304,40088,954,788+272,800+5.42%
Vanguard Small Cap Value Index Fu...1.67%3,622,13960,743,271+115,070+3.28%
MFS New Discovery Value Fund1.64%3,551,18359,553,339+90,518+2.62%
Vanguard Extended Market Index Fu...1.34%2,899,34648,622,032+31,831+1.11%
Delaware Ivy Mid Cap Income Oppor...1.31%2,834,88747,541,055+193,862+7.34%