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Umpqua Holdings Corp (UMPQ) Ownership Data

Short Interest History (%)

Due to the license agreement change with our data vendor, Short Interest related data is no longer available on GuruFocus website.

Institutional Ownership History (%)

This the Institutional Ownership History of Umpqua Holdings CorpPeter Lynch prefers to buy companies with low institutional ownership.

Date Institutional Ownership (%)Institutional Ownership (Shares in Mil)
December 31, 201788.04193.83
September 30, 201786.2189.77
June 30, 201784.37185.86
March 31, 201786.18189.89
December 31, 201690.64199.57
September 30, 201691.07200.64
June 30, 201694.82208.96
March 31, 201690.66199.40
December 31, 201591.58201.59
September 30, 201593.66206.46
June 30, 201592.51203.77
March 31, 201591.79202.37
December 31, 201495.39210.02
September 30, 201492.97201.93
June 30, 201493.28202.60
September 30, 201392.4103.42
June 30, 201380.9390.55
March 31, 201384.0894.16
December 31, 201279.588.96
September 30, 201285.7696.01
June 30, 201285.7296.01
March 31, 201284.8594.94
December 31, 201187.9698.66
September 30, 201183.0295.09
June 30, 201180.5792.26
March 31, 20117889.43
December 31, 201076.4787.59
September 30, 201078.4189.80
June 30, 201077.889.10
March 31, 201087.9284.00
December 31, 200983.2772.28
September 30, 200965.8657.17
June 30, 200957.3834.55
March 31, 200969.0141.47
December 31, 200859.9736.10
September 30, 20086337.91
June 30, 200872.8743.74
March 31, 200865.8139.53
December 31, 200758.8735.29
September 30, 200760.1436.45
June 30, 200760.7437.95
March 31, 200767.4539.04
December 31, 200656.2132.75
September 30, 200654.3431.54
June 30, 200651.5229.72
March 31, 20065524.60
December 31, 200549.8922.20
September 30, 200547.1420.97
June 30, 200545.3220.13
March 31, 200544.2219.62
December 31, 200441.0718.11
September 30, 200440.4217.68
June 30, 200443.6312.31
March 31, 200440.9511.69
December 31, 200337.3810.63
September 30, 200335.079.95
June 30, 200328.638.02
March 31, 200331.989.03
December 31, 200228.858.03
September 30, 200231.076.26
June 30, 200223.524.74
March 31, 200222.384.41
December 31, 200117.473.57
September 30, 200120.763.15
June 30, 200117.362.51
March 31, 200111.51.80
December 31, 20005.850.98
September 30, 20004.160.32
June 30, 20004.10.35
March 31, 20004.390.33

Insider ownership (%)

This is the historical insider ownership of Umpqua Holdings Corp. It is usually better to buy companies with large insider ownership. The company insiders' interest are more aligned with external shareholders in this case.

Date Insider Ownership (%)Insider Ownership (Shares in Mil)
December 31, 20171.844.04
November 30, 20171.844.04
October 31, 20171.813.99
September 30, 20171.813.99
August 31, 20171.813.99
July 31, 20171.813.98
June 30, 20171.813.98
May 31, 20171.813.98
April 30, 20171.793.94
March 31, 20172.285.03
February 28, 20172.295.03
January 31, 20172.244.93
December 31, 20161.743.84
November 30, 20162.234.91
October 31, 20162.224.89
September 30, 20162.224.89
August 31, 20162.224.88
July 31, 20162.214.88
June 30, 20162.214.88
May 31, 20162.345.16
April 30, 20162.45.28
March 31, 20162.355.17
February 29, 20162.355.17
January 31, 20162.355.17
December 31, 20152.355.17
November 30, 20152.264.98
October 31, 20152.254.97
September 30, 20152.264.98
August 31, 20152.264.98
July 31, 20152.264.98
June 30, 20152.264.98
May 31, 20152.264.98
April 30, 20152.254.97
March 31, 20152.254.95
February 28, 20152.254.95
January 31, 20152.274.92
December 31, 20141.813.93
November 30, 20142.174.72
October 31, 20142.174.72
September 30, 20142.174.72
August 31, 20142.174.72
July 31, 20142.174.72
June 30, 20142.184.72
May 31, 20142.184.72
March 31, 20143.574.09
February 28, 20143.574.09
January 31, 20143.534.04
December 31, 20133.433.93
November 30, 20133.423.92
October 31, 20133.393.89
September 30, 20133.393.89
August 31, 20133.393.89
July 31, 20133.383.87
June 30, 20133.383.87
May 31, 20133.423.92
April 30, 20133.423.92
March 31, 20133.433.92
January 31, 20133.433.92
November 30, 20123.33.78
October 31, 20123.33.78
September 30, 20123.33.78
August 31, 20123.33.78
July 31, 20123.33.78
June 30, 20123.33.78
May 31, 20123.33.78
April 30, 20123.33.78
March 31, 20123.33.78
February 29, 20123.33.78
January 31, 20123.283.76
December 31, 20113.13.55
November 30, 20113.13.55
October 31, 20113.13.55
September 30, 20113.13.55
August 31, 20113.13.55
July 31, 20113.13.55
June 30, 20113.13.55
May 31, 20113.13.55
April 30, 20113.13.55
March 31, 20113.13.55
February 28, 20113.073.51
January 31, 20113.063.51
December 31, 20102.913.33
November 30, 20102.913.33
October 31, 20102.913.33
September 30, 20102.913.33
August 31, 20102.883.30
July 31, 20102.883.30
June 30, 20102.853.27
May 31, 20102.853.27
April 30, 20102.853.27
March 31, 20103.763.26
February 28, 20102.492.16
January 31, 20102.312.01
December 31, 20092.322.01
November 30, 20092.322.01
October 31, 20092.312.01
September 30, 20092.32.00
August 31, 20092.32.00
July 31, 20093.322.00
June 30, 20093.322.00
May 31, 20093.322.00
April 30, 20093.322.00
March 31, 20093.31.99
February 28, 20093.281.97
January 31, 20093.291.98
December 31, 20083.261.96
November 30, 20083.31.98
October 31, 20083.31.98
September 30, 20083.31.98
August 31, 20083.31.98
July 31, 20083.31.98
June 30, 20083.31.98
May 31, 20083.31.98
April 30, 200821.80
March 31, 200821.80
February 29, 20082.971.78
January 31, 20082.971.78
December 31, 20072.911.74
November 30, 20072.861.71
October 31, 20072.861.72
September 30, 20072.791.71
August 31, 20072.71.66
July 31, 20072.71.66
June 30, 20072.691.65
May 31, 20072.771.70
April 30, 20072.771.70
March 31, 20072.661.68
February 28, 20072.821.64
January 31, 20072.761.60
December 31, 20062.771.61
November 30, 20062.711.57
October 31, 20062.71.57
September 30, 20062.71.57
June 30, 20062.741.58
May 31, 200641.79
April 30, 20063.861.73
March 31, 20063.861.73
February 28, 20063.861.73
January 31, 20063.861.72
December 31, 20053.731.66
November 30, 20054.281.90
October 31, 20054.251.89
September 30, 20054.261.89
August 31, 20053.661.63
July 31, 20053.661.63
June 30, 20053.671.63
May 31, 20054.41.95
April 30, 20054.41.95
March 31, 20054.622.05
February 28, 20054.612.04
January 31, 20054.331.92
December 31, 20044.291.90
November 30, 20043.981.75
October 31, 20043.921.73
September 30, 20043.791.67
August 31, 20043.831.68
July 31, 20043.831.68
June 30, 20043.681.61
May 31, 20044.591.31
April 30, 20044.591.31
March 31, 20044.591.31
February 29, 20044.581.30

Top Direct Holders

HolderPositionShares% of Shares
Outstanding
Report Date
Raymond P. DavisExecutive Chairman579,7750.26%2017-10-26
Cort L. O'HaverN/A242,1520.11%2017-02-02
Ronald L. FarnsworthEVP/CFO190,355less than 0.1%2017-04-24
Dan GlustinaN/A124,276less than 0.1%2010-01-03
Mr. Neal T McLaughlinN/A98,537less than 0.1%2017-10-25
Gary F. NealN/A85,734less than 0.1%2017-10-26
Bryan L. TimmN/A76,268less than 0.1%2017-11-10
Mr. Andrew H. OgnallN/A66,482less than 0.1%2017-02-02
Mr. Torran B. NixonN/A43,940less than 0.1%2017-11-22
Mr. Hilliard C TerryN/A36,051less than 0.1%2017-11-10

Top Fund Holders

HolderSharesReport Date% of Total
Assets Managed
% of Shares
Outstanding
Market Value($1000)
BlackRock Inc.   Premium Plus23,833,2052017-09-300.02%10.82%464,985
VANGUARD GROUP INC   Premium Plus19,181,1582017-09-300.02%8.71%374,225
Capital World Investors   Premium Plus15,273,3002017-09-300.07%6.94%297,982
STATE STREET CORP   Premium Plus11,561,0802017-09-300.02%5.25%225,560
ATLANTA CAPITAL MANAGEMENT CO L L C   Premium Plus10,721,2562017-09-301.18%4.87%209,171
DIMENSIONAL FUND ADVISORS LP   Premium Plus7,314,8092017-09-300.06%3.32%142,713
Bank of New York Mellon Corp   Premium Plus5,962,4582017-09-300.03%2.71%116,328
Macquarie Group Ltd   Premium Plus5,483,3382017-09-300.19%2.49%106,980
NORTHERN TRUST CORP   Premium Plus4,775,5722017-09-300.02%2.17%93,172
Ken Fisher Premium3,895,9292017-09-300.11%1.77%76,010
Neuberger Berman Group LLC   Premium Plus3,489,7292017-09-300.09%1.58%68,085
Citadel Advisors LLC   Premium Plus2,599,1172017-09-300.04%1.18%50,709
GEODE CAPITAL MANAGEMENT, LLC   Premium Plus2,368,4732017-09-300.02%1.08%46,208
HENDERSON GROUP PLC   Premium Plus2,036,0992017-09-300.03%0.92%39,725
AQR CAPITAL MANAGEMENT LLC   Premium Plus1,966,7102017-09-300.05%0.89%38,371
PRINCIPAL FINANCIAL GROUP INC   Premium Plus1,764,6772017-09-300.03%0.8%34,429
SCHWAB CHARLES INVESTMENT MANAGEMENT INC   Premium Plus1,743,2272017-12-310.03%0.79%36,260
DEPRINCE RACE & ZOLLO INC   Premium Plus1,591,9362017-09-300.70%0.72%31,059
Allianz Asset Management AG   Premium Plus1,517,3522017-09-300.04%0.69%29,604
GLENMEDE TRUST CO NA   Premium Plus1,460,3242017-09-300.13%0.66%28,489

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