Apogee Enterprises, Inc. (APOG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

21,388,235Shares Outstanding

231,439Shares held by institutions

$9,542,230Value of institutional holdings

92.35%Institutional ownership %

0.97%Shares Changed QoQ

195No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Apogee Enterprises, Inc. (NASDAQ:APOG) includes 195 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Apogee Enterprises moved to 92.4% in December 2025, a shift down from the 94.2% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 0.97%, with a year-over-year a decrease of 24.42% in the count of filers.
A review of institutional activity for Apogee Enterprises shows 91 of 195 filers increasing their positions, while 76 reduced their stake, and 28 remained unchanged.
The aggregate institutional position in Apogee Enterprises now stands at 19.75Mn shares as of December 2025, after investors increased their holdings (up by 190.59K shares quarter on quarter which is down 812.14K shares year over year).
With 3.77Mn shares, BlackRock, Inc. commands the largest institutional position in Apogee Enterprises as of December 31, 2025, equating to 17.64% of the company.
Among the most significant buyers of Apogee Enterprises during December 2025 were DEPRINCE RACE & ZOLLO INC (351.92K), FEDERATED HERMES, INC. (191.78K), VANGUARD GROUP INC (166.40K), BlackRock, Inc. (139.83K), TWO SIGMA INVESTMENTS, LP (129.24K).
Leading sellers of Apogee Enterprises stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (1.08Mn), MILLENNIUM MANAGEMENT LLC (298.36K), Nuveen, LLC (145.07K), UBS Group AG (91.89K), Bank of New York Mellon Corp (79.10K).
The top 10 institutional holders of Apogee Enterprises for the quarter ending December 2025 included BlackRock, Inc. (3.77Mn), VANGUARD GROUP INC (2.63Mn), DIMENSIONAL FUND ADVISORS LP (985.28K), SEGALL BRYANT & HAMILL, LLC (899.94K), DEPRINCE RACE & ZOLLO INC (852.35K), STATE STREET CORP (833.78K), AMERICAN CENTURY COMPANIES INC (815.54K), ACK Asset Management LLC (813.00K), GEODE CAPITAL MANAGEMENT, LLC (522.69K), LSV ASSET MANAGEMENT (475.65K).

195 Institutional Holders

231,439 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,773,839	139,834	3.85%	$137,405,489.00
VANGUARD GROUP INC	31 Dec, 2025	2,627,223	166,402	6.76%	$95,657,189.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	985,285	-28,514	-2.81%	$35,874,932.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	899,944	-57,158	-5.97%	$32,766,961.00
DEPRINCE RACE & ZOLLO INC	31 Dec, 2025	852,351	351,923	70.32%	$31,034,100.00
STATE STREET CORP	31 Dec, 2025	833,781	14,673	1.79%	$30,357,966.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	815,541	-9,781	-1.19%	$29,693,883.00
ACK Asset Management LLC	31 Dec, 2025	813,000	105,000	14.83%	$29,601,330.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	522,686	-2,175	-0.41%	$19,034,365.00
LSV ASSET MANAGEMENT	31 Dec, 2025	475,653	-1,447	-0.30%	$17,319.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	440,923	34,130	8.39%	$16,054,006.00
JPMORGAN CHASE & CO	31 Dec, 2025	382,321	109,352	40.06%	$13,920,307.00
MORGAN STANLEY	31 Dec, 2025	287,077	7,910	2.83%	$10,452,529.00
Allianz Asset Management GmbH	31 Dec, 2025	264,858	-4,153	-1.54%	$9,643,480.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	243,271	16,880	7.46%	$8,857,497.00
NORTHERN TRUST CORP	31 Dec, 2025	242,485	-11,851	-4.66%	$8,828,879.00
FEDERATED HERMES, INC.	31 Dec, 2025	228,361	191,783	524.31%	$8,314,624.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	225,547	129,241	134.20%	$8,212,166.00
Russell Investments Group, Ltd.	31 Dec, 2025	216,607	110,023	103.23%	$7,886,688.00
FMR LLC	31 Dec, 2025	206,903	8,002	4.02%	$7,533,344.00

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