Umpqua Holdings Corp
UMPQDelisted Mar 1, 2023- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001077771
Umpqua Holdings Corp was delisted on Mar 1, 2023; its insiders filed their last Form 4 on Mar 2, 2023; 348 institutions reported holding it in 13F filings for Q4 2022, worth $3.39B in total; no superinvestor held it.
13F holders, Q1 2021
Institutional positions in Umpqua Holdings Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 320
- No complete 13F data for Q4 2020
- Shares held
- 194.0M
- No complete 13F data for Q4 2020
- Total value
- $3.41B
- No complete 13F data for Q4 2020
Holders and value by quarter
Institutions reporting UMPQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 2 | $1.23K |
| Q1 2023 | 2 | $6.23K |
| Q4 2022 | 348 | $3.39B |
| Q3 2022 | 332 | $3.27B |
| Q2 2022 | 322 | $3.21B |
| Q1 2022 | 329 | $3.60B |
| Q4 2021 | 320 | $3.66B |
| Q3 2021 | 309 | $3.91B |
| Q2 2021 | 305 | $3.62B |
| Q1 2021 | 320 | $3.41B |
Institutions, Q1 2021
Shares, value and share of portfolio for each institution holding Umpqua Holdings Corp.
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 166 | $3.00K | 0.00% | – | – |
| Plante Moran Financial Advisors, LLC | 144 | $3.00K | 0.00% | – | – |
| Gemmer Asset Management LLC | 190 | $3.00K | 0.00% | – | – |
| Alpha DNA Investment Management LLC | 172 | $3.00K | 0.00% | – | – |
| Harbour Investments, Inc. | 109 | $2.00K | 0.00% | – | – |
| Creative Financial Designs Inc | 86 | $2.00K | 0.00% | – | – |
| Gradient Investments LLC | 109 | $2.00K | 0.00% | – | – |
| NEXT Financial Group, Inc | 100 | $2.00K | 0.00% | – | – |
| Versant Capital Management, Inc | 91 | $2.00K | 0.00% | – | – |
| Lindbrook Capital, LLC | 94 | $2.00K | 0.00% | – | – |
| Evoke Wealth, LLC | 87 | $2.00K | 0.00% | – | – |
| Bellevue Asset Management, LLC | 100 | $2.00K | 0.00% | – | – |
| Concord Wealth Partners | 97 | $2.00K | 0.00% | – | – |
| Ameritas Investment Company, LLC | 112 | $1.97K | 0.00% | – | – |
| Proequities, Inc. | 82 | $1.00K | 0.00% | – | – |
| Ellevest, Inc. | 35 | $1.00K | 0.00% | – | – |
| Atlas Private Wealth Advisors | 35 | $1.00K | 0.00% | – | – |
| Spire Wealth Management | 80 | $1.00K | 0.00% | – | – |
| Northwestern Mutual Wealth Management Co | 24 | $0 | 0.00% | – | – |
| McIlrath & Eck, LLC | 23 | $0 | 0.00% | – | – |