Apogee Enterprises APOG Institutional Ownership

NASDAQ APOG

$45.80 +1.07 (+2.39%)

At close: Oct 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

236 Institutions

Increased 135 57.2%

Unchanged 42 17.8%

Reduced 59 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.39%

▲+0.98 pp QoQ

Shares Held by Institutions

19.46Mn

of 21.06Mn outstanding

▼-0.03% QoQ

Shares Outstanding

21.06Mn

1.60Mn held outside 13F filers

Institutional Investors

236

filed 13F for Jun 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

-5.07K

distributed since last quarter

Value of Holdings

$891.27Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Apogee Enterprises, Inc. (NASDAQ:APOG) was reported as a holding by 236 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 92.39% of Apogee Enterprises' outstanding shares at the end of Q2 2026, up from 91.41% in Q1 2026.
Total shares held in APOG fell 0.03% from Q1 2026; the number of holders rose 8.26% from Q2 2025.
Among the 236 holders of Apogee Enterprises, 135 added to their positions, 59 reduced their stakes and 42 left their positions unchanged.
In total, institutional investors held 19.46Mn shares of Apogee Enterprises at the end of Q2 2026, down 5.07K from the prior quarter and down 322.28K from a year earlier.
BlackRock, Inc. was the top holder of Apogee Enterprises as of June 30, 2026, with 3.4Mn shares, or 16.14% of shares outstanding.
Among existing holders, the largest additions to Apogee Enterprises in Q2 2026 came from Ameriprise Financial Inc (+409.03K shares), American Century Companies Inc (+141.37K shares), JPMorgan Chase & Co (+111.05K shares), AQR Capital Management LLC (+104.41K shares) and Dimensional Fund Advisors LP (+90.34K shares).
On the other side, among holders that kept a position in Apogee Enterprises, the largest reductions in Q2 2026 came from Vanguard Portfolio Management LLC (-378.11K shares), Renaissance Technologies LLC (-139.53K shares), UBS Group AG (-125.03K shares), Citadel Advisors LLC (-81.21K shares) and Point72 Asset Management, L.P. (-72.56K shares).
Business Quant data shows the 10 biggest positions in Apogee Enterprises as of Q2 2026 were held by BlackRock, Inc. (3.4Mn shares), Vanguard Portfolio Management LLC (1.16Mn shares), Dimensional Fund Advisors LP (1.15Mn shares), American Century Companies Inc (1.03Mn shares), Vanguard Capital Management LLC (913.8K shares), State Street Corp (843.17K shares), Ameriprise Financial Inc (746.52K shares), Two Sigma Investments, LP (611.67K shares), Geode Capital Management, LLC (563.99K shares) and LSV Asset Management (490.06K shares).

Form 13F Holdings

236 Institutional Holders

Report period 30 Jun, 2026

Total shares held 19.46Mn

Of outstanding 92.39%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,399,671	16.14%	▲82,126	+2.48%	$155.50Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,162,223	5.52%	▼378,106	-24.55%	$53.16Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,153,822	5.48%	▲90,337	+8.49%	$52.78Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	1,026,601	4.87%	▲141,368	+15.97%	$46.96Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	913,800	4.34%	▼27,718	-2.94%	$41.80Mn
6	State Street Corp	0000093751	843,173	4.00%	▲22,349	+2.72%	$38.57Mn
7	Ameriprise Financial Inc	0000820027	746,517	3.54%	▲409,034	+121.20%	$34.15Mn
8	TWO SIGMA INVESTMENTS, LP	0001179392	611,671	2.90%	▲45,737	+8.08%	$27.98Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	563,990	2.68%	▲24,201	+4.48%	$25.80Mn
10	LSV ASSET MANAGEMENT	0001050470	490,058	2.33%	▲15,405	+3.25%	$22.42K
11	Morgan Stanley	0000895421	416,602	1.98%	▲44,351	+11.91%	$19.06Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	402,723	1.91%	▼49,786	-11.00%	$18.42Mn
13	Jpmorgan Chase & Co	0000019617	367,678	1.75%	▲111,054	+43.27%	$16.95Mn
14	Allianz Asset Management GmbH	0001535323	366,405	1.74%	▲12,881	+3.64%	$16.76Mn
15	FMR LLC	0000315066	331,762	1.58%	▲67,312	+25.45%	$15.17Mn
16	ROYCE & ASSOCIATES LP	0000906304	272,000	1.29%	▲38,939	+16.71%	$12.44Mn
17	Northern Trust Corp	0000073124	261,157	1.24%	▲11,982	+4.81%	$11.95Mn
18	Federated Hermes, Inc.	0001056288	224,644	1.07%	▲1,840	+0.83%	$10.28Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	192,089	0.91%	▲104,406	+119.07%	$8.79Mn
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	190,711	0.91%	▲10,110	+5.60%	$8.72Mn

Showing 1 to 20 of 236 holders