APOGEE ENTERPRISES, INC. - Common Stock (APOG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
APOG on Nasdaq
Shares outstanding
21,548,345
Price per share
$38.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,008,397
Total reported value
$728,533,761
% of total 13F portfolios
0%
Share change
-288,798
Value change
-$13,849,313
Number of holders
205
Price from insider filings
$38.49
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of APOGEE ENTERPRISES, INC. - Common Stock (APOG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 16% $143,428,885 3,578,565 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 11% -12% $107,217,971 -$14,807,831 2,460,821 -12% The Vanguard Group 30 Sep 2025
VICTORY CAPITAL MANAGEMENT INC 5.3% $46,331,157 1,155,967 Victory Capital Management, Inc. 31 Dec 2024
DIMENSIONAL FUND ADVISORS LP 4.8% $42,410,812 1,058,154 Dimensional Fund Advisors LP 31 Mar 2025

As of 31 Dec 2025, 205 institutional investors reported holding 20,008,397 shares of APOGEE ENTERPRISES, INC. - Common Stock (APOG). This represents 93% of the company’s total 21,548,345 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of APOGEE ENTERPRISES, INC. - Common Stock (APOG) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 3,773,839 +3.8% 0% $137,405,489
VANGUARD GROUP INC 12% 2,627,223 +6.8% 0% $95,657,189
DIMENSIONAL FUND ADVISORS LP 4.6% 985,285 -2.8% 0.01% $35,874,932
SEGALL BRYANT & HAMILL, LLC 4.2% 899,944 -6% 0.44% $32,766,961
DEPRINCE RACE & ZOLLO INC 4% 852,351 +70% 0.59% $31,034,100
STATE STREET CORP 3.9% 833,781 +1.8% 0% $30,357,966
AMERICAN CENTURY COMPANIES INC 3.8% 815,541 -1.2% 0.01% $29,693,883
ACK Asset Management LLC 3.8% 813,000 +15% 3.7% $29,601,330
GEODE CAPITAL MANAGEMENT, LLC 2.4% 522,686 -0.41% 0% $19,034,365
LSV ASSET MANAGEMENT 2.2% 475,653 -0.3% 0.04% $17,319,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2% 440,923 +8.4% 0% $16,054,006
JPMORGAN CHASE & CO 1.8% 382,321 +40% 0% $13,920,307
MORGAN STANLEY 1.3% 287,077 +2.8% 0% $10,452,529
Allianz Asset Management GmbH 1.2% 264,858 -1.5% 0.01% $9,643,480
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.1% 243,271 +7.5% 0.03% $8,857,497
NORTHERN TRUST CORP 1.1% 242,485 -4.7% 0% $8,828,879
FEDERATED HERMES, INC. 1.1% 228,361 +524% 0.01% $8,314,624
TWO SIGMA INVESTMENTS, LP 1% 225,547 +134% 0.01% $8,212,166
Russell Investments Group, Ltd. 1% 216,607 +103% 0.01% $7,886,688
FMR LLC 0.96% 206,903 +4% 0% $7,533,344
Qube Research & Technologies Ltd 0.82% 177,567 -23% 0.01% $6,465,214
RENAISSANCE TECHNOLOGIES LLC 0.79% 170,583 +33% 0.01% $6,210,927
ProShare Advisors LLC 0.75% 161,397 +10% 0.01% $5,876,465
Invesco Ltd. 0.7% 151,526 +9.9% 0% $5,517,062
Bank of New York Mellon Corp 0.69% 149,658 -35% 0% $5,449,060

Institutional Holders of APOGEE ENTERPRISES, INC. - Common Stock (APOG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 20,008,397 $728,533,761 -$13,849,313 $36.41 205
2025 Q3 20,230,813 $881,459,815 +$9,450,814 $43.57 222
2025 Q2 20,139,642 $817,705,660 +$16,359,062 $40.60 218
2025 Q1 19,762,340 $915,211,837 -$52,082,851 $46.33 224
2024 Q4 20,629,469 $1,472,925,577 +$9,549,095 $71.41 260
2024 Q3 20,406,410 $1,429,495,926 -$366,687 $70.02 238
2024 Q2 20,457,572 $1,285,460,866 -$3,709,565 $62.84 224
2024 Q1 20,521,713 $1,214,855,649 -$7,113,552 $59.20 225
2023 Q4 20,701,715 $1,105,685,476 +$31,712,759 $53.41 209
2023 Q3 20,247,518 $953,256,866 +$22,492,742 $47.08 199
2023 Q2 19,794,127 $939,496,692 +$3,172,121 $47.47 205
2023 Q1 19,737,680 $853,651,265 -$6,839,047 $43.25 201
2022 Q4 19,903,475 $884,888,296 -$6,990,133 $44.46 197
2022 Q3 19,938,717 $762,183,725 -$6,383,093 $38.22 184
2022 Q2 20,040,995 $786,104,153 -$42,425,171 $39.22 176
2022 Q1 21,164,651 $1,004,667,307 -$69,775,017 $47.46 165
2021 Q4 22,636,913 $1,089,385,620 -$20,114,517 $48.15 169
2021 Q3 22,884,695 $864,498,617 -$16,740,939 $37.76 158
2021 Q2 23,268,168 $947,700,317 +$19,884,922 $40.73 165
2021 Q1 22,767,846 $930,533,365 -$3,013,805 $40.88 166
2020 Q4 23,085,098 $731,561,239 +$3,965,319 $31.68 166
2020 Q3 23,246,828 $496,769,817 -$18,630,978 $21.37 151
2020 Q2 24,040,432 $553,898,728 +$8,402,365 $23.04 157
2020 Q1 23,888,813 $495,634,654 -$4,005,750 $20.82 141
2019 Q4 23,614,703 $768,200,330 -$4,358,552 $32.50 169
2019 Q3 23,679,927 $923,245,444 -$22,008,880 $38.99 180
2019 Q2 23,890,248 $1,037,734,710 -$76,553,720 $43.44 183
2019 Q1 26,607,551 $997,543,639 +$6,920,536 $37.49 190
2018 Q4 26,497,224 $790,944,155 -$74,557,010 $29.85 193
2018 Q3 28,307,852 $1,169,286,709 -$14,248,395 $41.32 212
2018 Q2 28,602,759 $1,378,106,713 +$5,382,247 $48.17 220
2018 Q1 28,891,996 $1,253,989,808 +$146,484 $43.35 204
2017 Q4 28,735,101 $1,314,482,601 +$5,906,818 $45.73 219
2017 Q3 28,426,875 $1,371,331,527 -$104,413,437 $48.26 210
2017 Q2 30,137,794 $1,713,183,296 -$34,798,016 $56.84 213
2017 Q1 30,875,999 $1,839,334,340 +$232,370,067 $59.61 213
2016 Q4 31,024,517 $1,661,719,961 +$15,228,165 $53.56 213
2016 Q3 30,914,723 $1,379,259,758 +$59,711,818 $44.69 207
2016 Q2 29,674,890 $1,375,435,697 +$65,410,352 $46.35 200
2016 Q1 28,320,949 $1,242,709,386 +$51,438,956 $43.89 199
2015 Q4 27,217,460 $1,184,158,287 +$9,288,402 $43.51 194
2015 Q3 26,886,184 $1,200,548,442 -$5,624,459 $44.65 194
2015 Q2 26,792,514 $1,410,324,174 +$19,036,272 $52.64 186
2015 Q1 25,460,708 $1,099,967,238 +$2,092,823 $43.20 167
2014 Q4 26,354,744 $1,116,604,651 -$18,502,161 $42.37 162
2014 Q3 26,802,384 $1,066,733,674 +$6,932,864 $39.80 150
2014 Q2 26,638,035 $928,221,398 -$6,395,032 $34.86 134
2014 Q1 26,871,377 $892,724,180 +$5,808,790 $33.23 141