Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in APOG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.3M | $111.3M | -12.1% | 15.423% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $51.7M | β | 7.161% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $35.7M | +7.9% | 4.944% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 942K | $31.6M | β | 4.377% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 885K | $29.7M | +8.6% | 4.115% | 0.02% |
| 6 | STATE STREET CORP | 821K | $27.5M | -1.6% | 3.816% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 566K | $19.0M | +150.9% | 2.631% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 540K | $18.1M | +3.3% | 2.510% | 0.00% |
| 9 | SEGALL BRYANT & HAMILL, LLC | 512K | $17.5M | -43.1% | 2.382% | 0.28% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 453K | $15.2M | +2.6% | 2.104% | 0.00% |
| 11 | MORGAN STANLEY | 372K | $12.5M | +29.7% | 1.731% | 0.00% |
| 12 | Allianz Asset Management GmbH | 354K | $11.9M | +33.5% | 1.644% | 0.01% |
| 13 | AMERIPRISE FINANCIAL INC | 337K | $11.3M | +134.1% | 1.569% | 0.00% |
| 14 | FMR LLC | 264K | $8.9M | +27.8% | 1.229% | 0.00% |
| 15 | NORTHERN TRUST CORP | 249K | $8.4M | +2.8% | 1.158% | 0.00% |
| 16 | ROYCE & ASSOCIATES LP | 233K | $7.8M | +929.9% | 1.083% | 0.08% |
| 17 | FEDERATED HERMES, INC. | 223K | $7.5M | -2.4% | 1.036% | 0.01% |
| 18 | UBS Group AG | 217K | $7.3M | +74.0% | 1.010% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 191K | $6.4M | +11.7% | 0.886% | 0.01% |
| 20 | JANE STREET GROUP, LLC | 181K | $6.1M | +337.6% | 0.843% | 0.05% |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 181K | $6.1M | -25.8% | 0.840% | 0.02% |
| 22 | ProShare Advisors LLC | 179K | $6.0M | +11.0% | 0.833% | 0.01% |
| 23 | Invesco Ltd. | 160K | $5.4M | +5.9% | 0.746% | 0.00% |
| 24 | CastleKnight Management LP | 153K | $5.1M | +257.6% | 0.713% | 0.44% |
| 25 | Point72 Asset Management, L.P. | 147K | $4.9M | +1196.1% | 0.682% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in APOG β a direct measure of their conviction.
Filings activity in APOG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new APOG position in Q1 2026
Institutions that fully closed their APOG position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 217 | +4.3% | 71.53% | 9.84 pp | $618M | 12% |
| Q4 2025 | 208 | 5.0% | 81.37% | 17.16 pp | $703M | 17% |
| Q3 2025 | 219 | +0.5% | 98.53% | +8.22 pp | $851M | +9.1% |
| Q2 2025 | 218 | 4.0% | 90.31% | 10.64 pp | $780M | 11% |
| Q1 2025 | 227 | 13% | 100.95% | 62.12 pp | $872M | 38% |
| Q4 2024 | 260 | +8.8% | 163.07% | +6.37 pp | $1.41B | +4.1% |
| Q3 2024 | 239 | +6.2% | 156.70% | +15.99 pp | $1.35B | +11% |
| Q2 2024 | 225 | β | 140.71% | β | $1.21B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APOG stock.
Based on Q1 2026 13F filings, institutional ownership of Apogee Enterprises, Inc. stands at 71.5%, held across 217 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of APOG, with approximately 3,317,545 shares worth $0.11B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of APOG, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for APOG is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in APOG during Q1 2026, while 37 fully exited. 60 added to existing positions and 111 trimmed.
APOG institutional ownership fell by 9.84 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 57.8% of all reported 13F value in APOG, and the top 25 account for 76.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Apogee Enterprises, Inc. (APOG) Institutional Ownership