| 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 | — | 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). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APOG — a direct measure of their conviction.
| 92.53% |
| 2.10 pp |
| $872M |
| 38% |
| Q4 2024 | 260 | +8.8% | 94.63% | +1.48 pp | $1.41B | +4.1% |
| Q3 2024 | 239 | — | 93.15% | — | $1.35B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
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