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UMPQUA HLDGS CORP
UMPQUA HLDGS CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 241 Institutional holders with a total value of $3,539,212,460.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THOMAS H LEE PARTNERS LP 23,145,013 416,973,000 11.78%
2 WARBURG PINCUS LLC 21,636,286 387,722,000 10.96%
3 VANGUARD GROUP INC 12,134,963 217,459,000 6.14%
4 STATE STREET CORP 10,468,213 187,589,000 5.30%
5 DIMENSIONAL FUND ADVISORS LP 8,775,465 157,256,000 4.44%
6 ATLANTA CAPITAL MANAGEMENT CO L L C 8,482,234 152,002,000 4.29%
7 Capital World Investors 7,711,321 138,187,000 3.90%
8 BlackRock Fund Advisors 7,649,532 137,080,000 3.87%
9 BlackRock Institutional Trust Company, N.A. 4,800,953 86,033,000 2.43%
10 CRAMER ROSENTHAL MCGLYNN LLC 3,980,069 71,323,000 2.02%
11 JPMORGAN CHASE & CO 3,829,127 68,617,000 1.94%
12 WELLS FARGO & COMPANY/MN 3,730,974 66,859,000 1.89%
13 NORTHERN TRUST CORP 3,608,813 64,670,000 1.83%
14 HEARTLAND ADVISORS INC 3,558,244 63,764,000 1.80%
15 AMERIPRISE FINANCIAL INC 2,890,425 51,800,000 1.46%
16 Bank of New York Mellon Corp 2,702,028 48,421,000 1.37%
17 Fisher Asset Management, LLC 2,581,006 46,252,000 1.31%
18 CAMBIAR INVESTORS LLC 2,543,998 45,588,000 1.29%
19 LORD, ABBETT & CO. LLC 2,215,500 39,702,000 1.12%
20 NORDEA INVESTMENT MANAGEMENT AB 2,034,603 36,460,000 1.03%
21 EAGLE ASSET MANAGEMENT INC 2,013,659 36,084,000 1.02%
22 SEGALL BRYANT & HAMILL, LLC 1,975,370 35,399,000 1.00%
23 GUGGENHEIM CAPITAL LLC 1,725,867 30,928,000 0.87%
24 KENNEDY CAPITAL MANAGEMENT LLC 1,639,080 29,372,000 0.83%
25 Forest Hill Capital, LLC 1,577,014 28,260,000 0.80%
26 VIRTUS CAPITAL ADVISERS, LLC 1,557,796 27,916,000 0.79%
27 Boston Trust Walden Corp 1,553,467 27,838,000 0.79%
28 NORGES BANK 1,544,428 27,676,000 0.78%
29 ROYCE & ASSOCIATES LP 1,539,335 27,585,000 0.78%
30 MANAGED ACCOUNT ADVISORS LLC 1,374,687 24,634,000 0.70%
31 SKYLINE ASSET MANAGEMENT LP 1,319,757 23,650,000 0.67%
32 Epoch Investment Partners, Inc. 1,247,311 22,352,000 0.63%
33 Neuberger Berman Group LLC 1,223,114 21,918,000 0.62%
34 GEODE CAPITAL MANAGEMENT, LLC 1,172,774 21,016,000 0.59%
35 Cortina Asset Management, LLC 1,114,149 19,966,000 0.56%
36 ALLIANCEBERNSTEIN L.P. 1,007,680 18,058,000 0.51%
37 Hood River Capital Management LLC 1,005,002 18,010,000 0.51%
38 EAGLE BOSTON INVESTMENT MANAGEMENT INC 985,335 17,657,000 0.50%
39 BlackRock Investment Management, LLC 963,093 17,259,000 0.49%
40 EDGE ASSET MANAGEMENT, INC 948,329 16,994,000 0.48%
41 LMCG INVESTMENTS, LLC 935,966 16,773,000 0.47%
42 TRILLIUM ASSET MANAGEMENT, LLC 890,888 15,964,000 0.45%
43 PRINCIPAL FINANCIAL GROUP INC 868,395 15,561,000 0.44%
44 STRATTON MANAGEMENT CO 846,246 15,165,000 0.43%
45 CHARTWELL INVESTMENT PARTNERS, LLC 841,315 15,076,000 0.43%
46 CITY NATIONAL BANK 786,936 14,102,000 0.40%
47 D.A. DAVIDSON & CO. 784,552 14,059,000 0.40%
48 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 782,276 14,018,000 0.40%
49 Allianz Asset Management GmbH 762,697 13,668,000 0.39%
50 TIAA CREF INVESTMENT MANAGEMENT LLC 761,375 13,644,000 0.39%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.