Umpqua Holdings Corp (NASDAQ:UMPQ)

20.24
Delayed Data
As of Nov 25
 +0.16 / +0.80%
Today’s Change
15.77
Today|||52-Week Range
22.06
+5.20%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 90.17% 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 $265.7 thousand shares.
Mutual fund holders52.45%
Other institutional37.72%
Individual stakeholders16.74%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2022MASSACHUSETTS FINANCIAL SERVICES...  Bought 1.2 Million shares of Umpqua Holdings Corp
9/30/2022SQUAREPOINT OPS LLC  Bought 931.7 Thousand shares of Umpqua Holdings Corp
9/30/2022DWS INVESTMENTS (UK) LTD.  Bought 903.2 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.10.00%21,696,494431,326,301+494,800+2.33%
BlackRock Fund Advisors7.92%17,181,972341,577,603-179,580-1.03%
Macquarie Investment Management B...6.28%13,632,860271,021,257-169,227-1.23%
Massachusetts Financial Services ...6.15%13,343,602265,270,808+1,219,844+10.06%
Atlanta Capital Management Co. LL...4.16%9,028,916179,494,850-97,775-1.07%
SSgA Funds Management, Inc.4.04%8,778,107174,508,767-1,296,286-12.87%
Dimensional Fund Advisors LP2.96%6,429,668127,821,800+57,708+0.91%
Versor Investments LP1.89%4,103,06881,568,992-1,690,543-29.18%
AllianceBernstein LP1.83%3,977,67279,076,119-229,643-5.46%
Geode Capital Management LLC1.64%3,553,97570,653,023+161,413+4.76%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...3.03%6,571,874130,648,855+24,092+0.37%
iShares Core S&P Mid Cap ETF3.01%6,522,806129,673,383+2,536+0.04%
Eaton Vance Atlanta Capital SMID ...2.77%6,008,728119,453,51300.00%
MFS Mid Cap Value Fund2.69%5,831,750115,935,19000.00%
Vanguard Small Cap Index Fund2.58%5,600,445111,336,847+89,202+1.62%
Delaware Small Cap Value Fund2.44%5,304,400105,451,47200.00%
Vanguard Small Cap Value Index Fu...1.77%3,835,10876,241,947+64,713+1.72%
MFS New Discovery Value Fund1.64%3,552,98270,633,282-42,713-1.19%
Vanguard Extended Market Index Fu...1.36%2,941,85558,484,077+20,897+0.72%
Delaware Ivy Mid Cap Income Oppor...1.31%2,834,88756,357,554+193,862+7.34%