Ranked by reported Q2 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. | 3.4M | $155.5M | +2.5% | 16.291% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $53.2M | -24.6% | 5.569% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $52.8M | +8.5% | 5.529% | 0.01% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.0M | $47.0M | +16.0% | 4.919% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 914K | $41.8M | -2.9% | 4.379% | 0.00% |
| 6 | STATE STREET CORP | 843K | $38.6M | +2.7% | 4.040% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 747K | $34.1M | +121.2% | 3.577% | 0.01% |
| 8 | TWO SIGMA INVESTMENTS, LP | 612K | $28.0M | +8.1% | 2.931% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 564K | $25.8M | +4.5% | 2.703% | 0.00% |
| 10 | MORGAN STANLEY | 417K | $19.1M | +11.9% | 1.996% | 0.00% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 403K | $18.4M | -11.0% | 1.930% | 0.00% |
| 12 | JPMORGAN CHASE & CO | 368K | $16.9M | +43.3% | 1.762% | 0.00% |
| 13 | Allianz Asset Management GmbH | 366K | $16.8M | +3.6% | 1.756% | 0.01% |
| 14 | FMR LLC | 332K | $15.2M | +25.4% | 1.590% | 0.00% |
| 15 | ROYCE & ASSOCIATES LP | 272K | $12.4M | +16.7% | 1.303% | 0.10% |
| 16 | NORTHERN TRUST CORP | 261K | $11.9M | +4.8% | 1.252% | 0.00% |
| 17 | FEDERATED HERMES, INC. | 225K | $10.3M | +0.8% | 1.077% | 0.01% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 192K | $8.8M | +119.1% | 0.920% | 0.00% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 191K | $8.7M | +5.6% | 0.914% | 0.03% |
| 20 | NORGES BANK | 171K | $7.8M | β | 0.817% | 0.00% |
| 21 | ProShare Advisors LLC | 170K | $7.8M | -5.0% | 0.816% | 0.01% |
| 22 | Invesco Ltd. | 163K | $7.4M | +1.4% | 0.779% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 141K | $6.4M | +1.1% | 0.676% | 0.00% |
| 24 | Qube Research & Technologies Ltd | 138K | $6.3M | +0.4% | 0.661% | 0.01% |
| 25 | Bank of New York Mellon Corp | 136K | $6.2M | +0.8% | 0.653% | 0.00% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 237 | +7.7% | 93.83% | +1.22 pp | $854M | +37% |
| Q1 2026 | 220 | +5.3% | 92.61% | 1.82 pp | $625M | 11% |
| Q4 2025 | 209 | 5.4% | 94.43% | 1.25 pp | $704M | 18% |
| Q3 2025 | 221 | +1.4% | 95.68% | +1.52 pp | $854M | +9.5% |
| Q2 2025 | 218 | 4.0% | 94.16% | +1.63 pp | $780M | 11% |
| Q1 2025 | 227 | 13% | 92.53% | 2.10 pp | $872M | 38% |
| Q4 2024 | 260 | +8.8% | 94.63% | +1.48 pp | $1.41B | +4.1% |
| Q3 2024 | 239 | β | 93.15% | β | $1.35B | 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 Q2 2026 13F filings, institutional ownership of Apogee Enterprises, Inc. stands at 93.8%, held across 237 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of APOG, with approximately 3,399,671 shares worth $0.16B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of APOG, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for APOG is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in APOG during Q2 2026, while 27 fully exited. 159 added to existing positions and 28 trimmed.
APOG institutional ownership rose by 1.22 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 58.0% of all reported 13F value in APOG, and the top 25 account for 76.9%.
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