Latest Period
n/a
Security Snapshot
UMPQUA HLDGS CORP - COM (UMPQ) Institutional Ownership
CUSIP: 904214103
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2023
Institutions Reporting
Shares (Excl. Options)
Price
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- Security type / class
- Equity / COM
- Symbol
- UMPQ
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UMPQ - UMPQUA HLDGS CORP - COM is tracked under CUSIP 904214103.
- Latest finished 13F holder period is not available.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 0 between Q2 2023 and Q3 2023.
- SEC-reported value moved from $2,232 to $0.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
904214103
Latest holder period
n/a
13F holders
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 904214103:
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
39
Latest
n/a
Rows shown
1-25 of 39
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2023 Q3 | 0 | $0 | -$2,232 | 0 | |
| 2023 Q2 | 657,813 | $2,232 | -$3,043,785 | $8.93 | 2 |
| 2023 Q1 | 339 | $6,232 | -$3,384,180,443 | $18.19 | 2 |
| 2022 Q4 | 190,026,046 | $3,391,691,798 | +$136,143,168 | $17.85 | 344 |
| 2022 Q3 | 191,125,291 | $3,267,528,391 | -$2,874,338 | $17.09 | 322 |
| 2022 Q2 | 191,286,506 | $3,207,662,106 | +$42,060,576 | $16.77 | 311 |
| 2022 Q1 | 190,703,347 | $3,596,513,455 | -$22,465,589 | $18.86 | 318 |
| 2021 Q4 | 190,343,015 | $3,662,962,738 | -$87,350,594 | $19.24 | 309 |
| 2021 Q3 | 193,110,826 | $3,910,664,450 | -$48,254,929 | $20.25 | 301 |
| 2021 Q2 | 196,145,057 | $3,618,543,642 | +$85,834,811 | $18.45 | 295 |
| 2021 Q1 | 193,926,969 | $3,403,648,154 | +$13,064,968 | $17.55 | 309 |
| 2020 Q4 | 193,534,090 | $2,930,408,565 | -$8,677,512 | $15.14 | 287 |
| 2020 Q3 | 192,583,347 | $2,045,343,570 | +$4,166,131 | $10.62 | 271 |
| 2020 Q2 | 192,129,995 | $2,043,697,864 | +$39,113,132 | $10.64 | 290 |
| 2020 Q1 | 187,150,956 | $2,041,430,182 | -$80,922,955 | $10.90 | 293 |
| 2019 Q4 | 191,512,552 | $3,391,682,145 | +$65,841,154 | $17.70 | 319 |
| 2019 Q3 | 188,229,214 | $3,099,762,752 | -$72,916,154 | $16.46 | 329 |
| 2019 Q2 | 192,577,952 | $3,196,326,090 | -$21,370,600 | $16.59 | 327 |
| 2019 Q1 | 195,498,641 | $3,227,915,088 | +$1,607,029 | $16.50 | 345 |
| 2018 Q4 | 195,457,783 | $3,110,126,152 | -$19,893,413 | $15.90 | 355 |
| 2018 Q3 | 195,981,034 | $4,074,775,727 | -$55,212,511 | $20.80 | 321 |
| 2018 Q2 | 198,008,809 | $4,473,231,441 | -$62,486,529 | $22.59 | 330 |
| 2018 Q1 | 201,820,544 | $4,320,516,089 | +$8,960,690 | $21.41 | 300 |
| 2017 Q4 | 201,290,816 | $4,187,447,107 | +$75,804,372 | $20.80 | 309 |
| 2017 Q3 | 196,844,593 | $3,840,917,206 | +$19,356,963 | $19.51 | 272 |