Umpqua Holdings Corporation
Umpqua Holdings Corporation (UMPQ) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UMPQ · as of Mar 31, 2024
Ownership Breakdown
1
Institutional Holders
▲ 1 vs Q4
$862,000
Total Inst. Value
▲ $862,000 vs Q4
217.06M
Shares Outstanding
freeFloat 98.94%
45,700
13F Shares Held
▲ 45,700 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UMPQ largest shareholders · institutional ownership
Q1 2024 · SEC 13F
Showing top 1 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
NEW MEXICO EDUCATIONAL RETIREMENT BOARD savings institution, federally chartered | 45.7K | 2.11% | 2.11% | $862.00M | Apr 17, 2024 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2024 vs prior quarter
Q1 2024
0
Increased
+0 shares1
New Positions
first time holders0
Decreased
−0 shares0
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
+1
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UMPQ insider trading · insider activity
Source: SEC Form 4
29
Buy transactions
26
Sell transactions
1.12
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MACHUCA LUIS director | Feb 28, 2023 | D-Return | 85,880 | — | — | 0 | Form 4 ↗ |
White Lisa M SVP/Principal Accting Officer | Feb 28, 2023 | Tax Withhold | 749 | $17.66 | $13.2K | 37.9K | Form 4 ↗ |
White Lisa M SVP/Principal Accting Officer | Feb 28, 2023 | D-Return | 37,851 | — | — | 0 | Form 4 ↗ |
Shotwell David F EVP/Chief Risk Officer | Feb 28, 2023 | Tax Withhold | 2,064 | $17.66 | $36.5K | 113.3K | Form 4 ↗ |
Shotwell David F EVP/Chief Risk Officer | Feb 28, 2023 | D-Return | 2,000 | — | — | 0 | Form 4 ↗ |
OGNALL ANDREW H EVP/General Counsel/Secretary | Feb 28, 2023 | Tax Withhold | 2,883 | $17.66 | $50.9K | 142.4K | Form 4 ↗ |
OGNALL ANDREW H EVP/General Counsel/Secretary | Feb 28, 2023 | D-Return | 3,416 | — | — | 0 | Form 4 ↗ |
O'HAVER CORT L President & CEO | Feb 28, 2023 | Tax Withhold | 15,538 | $17.66 | $274.4K | 685.7K | Form 4 ↗ |
O'HAVER CORT L President & CEO | Feb 28, 2023 | D-Return | 685,730 | — | — | 0 | Form 4 ↗ |
Nixon Torran B Umpqua Bank President | Feb 28, 2023 | Tax Withhold | 6,759 | $17.66 | $119.4K | 259.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Umpqua Holdings Corporation (UMPQ) is primarily owned by institutional investors, who hold approximately 0.0% of total shares outstanding. Company insiders own approximately 1.06%, while retail and public investors account for the remaining 98.92%.
The largest institutional shareholder of Umpqua Holdings Corporation is NEW MEXICO EDUCATIONAL RETIREMENT BOARD, holding approximately 45,700 shares — equal to 2.11% of outstanding shares — as of March 31, 2024.
A total of 1 institutional investors currently hold UMPQ stock, with a combined institutional value of approximately $862,000 as of the most recent 13F filing period.
Frequently asked questions
UMPQ ownershipUmpqua Holdings Corporation (UMPQ) is primarily owned by institutional investors, who hold approximately 0.0% of shares. The largest shareholder is NEW MEXICO EDUCATIONAL RETIREMENT BOARD with a 2.11% stake. Company insiders hold 1.06%. Data sourced from SEC Form 13F as of March 31, 2024.