IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Apogee Enterprises Inc (APOG)

CUSIP: 037598109 | NYSE | Industrials · Building Products & Equipment | Small Cap | 898 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC853,6104.1%−330,262Sep 30, 20261,162,223 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC853,610
4.1% of class · Sep 30, 2026−330,262
1,162,223 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,246,315
0.0% of portfolio›$44.1M
ProShare Advisors LLC247,741
0.0% of portfolio›$8.8M
Bank of New York Mellon Corp131,443
0.0% of portfolio›$4.6M
Creative Planning113,089
0.0% of portfolio›$4.0M
Grace & White Inc112,572
0.7% of portfolio›$4.0M
Principal Financial Group Inc99,737
0.0% of portfolio›$3.5M
Isthmus Partners, LLC79,333
0.3% of portfolio›$2.8M
Exchange Traded Concepts, LLC50,348
0.0% of portfolio›$1.8M
Wedge Capital Management L L P39,106
0.0% of portfolio›$1.4M
Jackson Creek Investment Advisors LLC38,470
1.0% of portfolio›$1.4M
North Star Investment Management Corp.37,950
0.1% of portfolio›$1.3M
Villanova Investment Management Co34,699
1.2% of portfolio›$1.2M
SummerHaven Investment Management, LLC23,558
0.5% of portfolio›$833.2K
US Bancorp \de\23,078
0.0% of portfolio›$816.3K
Achmea Investment Management B.V.22,086
0.0% of portfolio›$781.8K
New York State Teachers Retirement System21,174
0.0% of portfolio›$749.0K
Strs Ohio21,100
0.0% of portfolio›$746.3K
Y-Intercept (Hong Kong) Ltd20,617
0.0% of portfolio›$729.2K
Inspire Investing, LLC17,897
0.0% of portfolio›$633.0K
Fifth Third Bancorp16,466
0.0% of portfolio›$582.4K
Thrivent Financial for Lutherans13,273
0.0% of portfolio›$469.0K
Wealth Enhancement Advisory Services, LLC12,376
0.0% of portfolio›$504.6K
Illinois Municipal Retirement Fund11,505
0.0% of portfolio›$406.9K
Marks Group Wealth Management, Inc10,000
0.0% of portfolio›$353.7K
Louisiana State Employees Retirement System8,900
0.0% of portfolio›$314.8K
Sterling Capital Management LLC8,126
0.0% of portfolio›$287.4K
Virginia Retirement Systems ET Al7,400
0.0% of portfolio›$261.7K
Hohimer Wealth Management, LLC6,754
0.0% of portfolio›$238.9K
Nisa Investment Advisors, LLC6,232
0.0% of portfolio›$220.4K
Olympiad Research LP6,059
0.3% of portfolio›$214.3K
Ritholtz Wealth Management5,740
0.0% of portfolio›$203.0K
Arizona State Retirement System5,733
0.0% of portfolio›$202.8K
Citigroup Inc5,197
0.0% of portfolio›$183.8K
Oregon Public Employees Retirement Fund4,662
0.0% of portfolio›$164.9K
State of Alaska, Department of Revenue4,508
0.0% of portfolio›$124.0K
Pflug Koory, LLC3,770
0.1% of portfolio›$133.3K
State of Wyoming3,610
0.0% of portfolio›$127.7K
Gamma Investing LLC2,883
0.0% of portfolio›$102.0K
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$71.7K
Versant Capital Management, Inc1,312
0.0% of portfolio›$46.4K
Farther Finance Advisors, LLC1,073
0.0% of portfolio›$38.0K
Parallel Advisors, LLC961
0.0% of portfolio›$34.0K
Harbor Capital Advisors, Inc.733
0.0% of portfolio›$26.0K
Signaturefd, LLC583
0.0% of portfolio›$20.6K
Fulcrum Asset Management LLP424
0.0% of portfolio›$15.2K
Pinnacle Wealth Planning Services, Inc.383
0.0% of portfolio›$13.5K
Salomon & Ludwin, LLC355
0.0% of portfolio›$12.6K
IFP Advisors, Inc338
0.0% of portfolio›$12.0K
Covestor Ltd223
0.0% of portfolio›$8
EverSource Wealth Advisors, LLC209
0.0% of portfolio›$7.4K
GK Wealth Management LLC80
0.0% of portfolio›$2.8K
Pension & Wealth Management Advisors, Inc.70
0.0% of portfolio›$2.5K
Ascentis Wealth Management, LLC65
0.0% of portfolio›$2.3K
Root Financial Partners, LLC62
0.0% of portfolio›$2.2K
MTM Investment Management, LLC50
0.0% of portfolio›$1.8K
CX Institutional48
0.0% of portfolio›$2
SBI Securities Co., Ltd.44
0.0% of portfolio›$1.6K
Financial Network Wealth Advisors LLC38
0.0% of portfolio›$1.3K
Larson Financial Group LLC37
0.0% of portfolio›$1.3K
Valued Wealth Advisors LLC33
0.0% of portfolio›$1.2K
Clark Wealth Partners32
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.31
0.0% of portfolio›$1.1K
Essential Partners LLC29
0.0% of portfolio›$1.0K
Fortitude Family Office, LLC23
0.0% of portfolio›$814
Farmers & Merchants Investments Inc21
0.0% of portfolio›$743
Parkside Financial Bank & Trust19
0.0% of portfolio›$673
Simplex Trading, LLC15
0.0% of portfolio›$530
Torren Management, LLC14
0.0% of portfolio›$495
Physician Wealth Advisors, Inc.13
0.0% of portfolio›$460
First Horizon Corp10
0.0% of portfolio›$354
Gilpin Wealth Management, LLC6
0.0% of portfolio›$213
JFS Wealth Advisors, LLC4
0.0% of portfolio›$142
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$141
Financial Consulate, Inc4
0.0% of portfolio›$142
Davis Capital Management3
0.0% of portfolio›$106
Cedar Mountain Advisors, LLC3
0.0% of portfolio›$106
True Wealth Design, LLC1
0.0% of portfolio›$36
Hughes Financial Services, LLC1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,246,315$44.1M0.0%IndexLowAustin, TX2026-11-04
ProShare Advisors LLC
247,741$8.8M0.0%GrowthLowBethesda, MD2026-10-29
Bank of New York Mellon Corp
131,443$4.6M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
113,089$4.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Grace & White Inc
112,572$4.0M0.7%Deep ValueVery LowNy, NY2026-10-23
Principal Financial Group Inc
99,737$3.5M0.0%CoreLowDes Moines, IA2026-11-02
Isthmus Partners, LLC
79,333$2.8M0.3%ValueMediumMadison, WI2026-10-21
Exchange Traded Concepts, LLC
50,348$1.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wedge Capital Management L L P
39,106$1.4M0.0%ValueMediumCharlotte, NC2026-10-13
Jackson Creek Investment Advisors LLC
38,470$1.4M1.0%ValueVery HighCastle Rock, CO2026-11-04
North Star Investment Management Corp.
37,950$1.3M0.1%CoreLowChicago, IL2026-10-27
Villanova Investment Management Co
34,699$1.2M1.2%Deep ValueMediumWayne, PA2026-11-02
SummerHaven Investment Management, LLC
23,558$833.2K0.5%Deep ValueHighStamford, CT2026-10-19
US Bancorp \de\
23,078$816.3K0.0%IndexLowMinneapolis, MN2026-11-05
Achmea Investment Management B.V.
22,086$781.8K0.0%CoreMediumZeist, Philippines2026-10-30
New York State Teachers Retirement System
21,174$749.0K0.0%CoreVery LowAlbany, NY2026-10-22
Strs Ohio
21,100$746.3K0.0%CoreMediumColumbus, OH2026-10-30
Y-Intercept (Hong Kong) Ltd
20,617$729.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Inspire Investing, LLC
17,897$633.0K0.0%GARPHighMeridian, ID2026-10-22
Fifth Third Bancorp
16,466$582.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
13,273$469.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
12,376$504.6K0.0%CoreLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
11,505$406.9K0.0%CoreMediumOak Brook, IL2026-11-05
Marks Group Wealth Management, Inc
10,000$353.7K0.0%CoreMediumMinnetonka, MN2026-11-05
Louisiana State Employees Retirement System
8,900$314.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Sterling Capital Management LLC
8,126$287.4K0.0%GARPMediumCharlotte, NC2026-10-22
Virginia Retirement Systems ET Al
7,400$261.7K0.0%CoreMediumRichmond, VA2026-10-28
Hohimer Wealth Management, LLC
6,754$238.9K0.0%CoreHighSeattle, WA2026-11-04
Nisa Investment Advisors, LLC
6,232$220.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Olympiad Research LP
6,059$214.3K0.3%Deep ValueVery HighStamford, CT2026-11-04
Ritholtz Wealth Management
5,740$203.0K0.0%IndexLowNew York, NY2026-11-05
Arizona State Retirement System
5,733$202.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Citigroup Inc
5,197$183.8K0.0%CoreMediumNew York, NY2026-11-04
Oregon Public Employees Retirement Fund
4,662$164.9K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
4,508$124.0K0.0%CoreVery LowJuneau, AK2026-10-15
Pflug Koory, LLC
3,770$133.3K0.1%CoreVery LowOmaha, NE2026-10-26
State of Wyoming
3,610$127.7K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
2,883$102.0K0.0%IndexVery LowFoster City, CA2026-10-08
TD Waterhouse Canada Inc.
2,000$71.7K0.0%CoreLowToronto, Australia2026-10-16
Versant Capital Management, Inc
1,312$46.4K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
1,073$38.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
961$34.0K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Capital Advisors, Inc.
733$26.0K0.0%ValueHighChicago, IL2026-10-22
Signaturefd, LLC
583$20.6K0.0%IndexLowAtlanta, GA2026-10-23
Fulcrum Asset Management LLP
424$15.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Pinnacle Wealth Planning Services, Inc.
383$13.5K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
355$12.6K0.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
338$12.0K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
223$80.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
209$7.4K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
80$2.8K0.0%GARPVery HighReno, NV2026-10-09
Pension & Wealth Management Advisors, Inc.
70$2.5K0.0%ETFLowWaltham, MA2026-10-16
Ascentis Wealth Management, LLC
65$2.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Root Financial Partners, LLC
62$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
MTM Investment Management, LLC
50$1.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
CX Institutional
48$20.0%CoreMediumAuburn, IN2026-10-02
SBI Securities Co., Ltd.
44$1.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Financial Network Wealth Advisors LLC
38$1.3K0.0%ETFLowMurray, UT2026-10-28
Larson Financial Group LLC
37$1.3K0.0%GrowthLowSt Louis, MO2026-11-05
Valued Wealth Advisors LLC
33$1.2K0.0%IndexVery LowHolladay, UT2026-11-05
Clark Wealth Partners
32$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
SJS Investment Consulting Inc.
31$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
29$1.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
23$8140.0%ETFMediumScottsdale, AZ2026-10-14
Farmers & Merchants Investments Inc
21$7430.0%CoreVery LowLincoln, NE2026-10-22
Parkside Financial Bank & Trust
19$6730.0%CoreVery LowSaint Louis, MO2026-10-27
Simplex Trading, LLC
15$5300.0%CoreVery HighChicago, IL2026-11-04
Torren Management, LLC
14$4950.0%ETFMediumSan Diego, CA2026-10-29
Physician Wealth Advisors, Inc.
13$4600.0%ETFMediumMidvale, UT2026-10-20
First Horizon Corp
10$3540.0%CoreLowMemphis, TN2026-10-26
Gilpin Wealth Management, LLC
6$2130.0%GrowthLowDenver, CO2026-10-09
JFS Wealth Advisors, LLC
4$1420.0%ETFVery LowHermitage, PA2026-11-03
Caitong International Asset Management Co., Ltd
4$1410.0%GrowthVery HighHong Kong, South Korea2026-10-29
Financial Consulate, Inc
4$1420.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
3$1060.0%CoreLowJacksonville, FL2026-10-08
Cedar Mountain Advisors, LLC
3$1060.0%ETFVery LowLake Oswego, OR2026-10-15
True Wealth Design, LLC
1$360.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
1$460.0%ETFLowHerndon, VA2026-10-30