Security Snapshot

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

CUSIP: 037598109

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

123

Shares (Excl. Options)

9.5MFull value: 9,498,431 · shares · 30 Sep 2026

Price

$35.37

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+242,606
Value change
+$6,338,695
Number of holders
123
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
20,870,660
SEC-reported price per share
$41.97
Insider filing price
$41.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • APOG - APOGEE ENTERPRISES, INC. - Common Stock is tracked under CUSIP 037598109.
  • 123 institutions reported positions in Q3 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 237 to 123 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $892.56MFull value: $892,563,409 · USD · 30 Jun 2026
    to
    $337.69MFull value: $337,687,237 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 123 institutions filings for Q3 2026.

Open SEC evidence

Security key

037598109

13F reference period

Q3 2026

13F holders

123

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
APOG
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% -7.5% $108,632,371 -$11,392,700 3,238,890 -9.5% BlackRock, Inc. 31 Mar 2026
VICTORY CAPITAL MANAGEMENT INC 5.3% $46,331,157 1,155,967 Victory Capital Management, Inc. 31 Dec 2024
DIMENSIONAL FUND ADVISORS LP 5.5% +14% $52,775,818 +$4,375,854 1,153,822 +9% Dimensional Fund Advisors LP 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.1% $36,883,871 1,099,698 Vanguard Capital Management 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 4.1% -26% $30,192,186 -$11,681,367 853,610 -28% Vanguard Portfolio Management 30 Sep 2026
As of 30 Sep 2026, 123 institutional investors reported holding
9.5MFull value: 9,498,431 · shares · 30 Sep 2026
shares of APOGEE ENTERPRISES, INC. - Common Stock (APOG). This represents 46% of the company’s total
20.87MFull value: 20,870,660 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
40%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 6% 1,246,315 +8% 0.01% $44,083,090
AMERICAN CENTURY COMPANIES INC 5.9% 1,231,400 +20% 0.02% $43,554,618
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 905,035 -0.96% 0% $32,011,088
STATE STREET CORP 4% 841,719 -0.17% 0% $29,771,601
VANGUARD PORTFOLIO MANAGEMENT LLC 3.9% 807,926 -30% 0% $28,576,343
GEODE CAPITAL MANAGEMENT, LLC 2.7% 553,449 -1.9% 0% $19,579,062
MORGAN STANLEY 2.3% 483,037 +16% 0% $17,085,077
ProShare Advisors LLC 1.2% 247,741 +45% 0.01% $8,762,599
FEDERATED HERMES, INC. 1.1% 230,826 +2.8% 0.01% $8,164,316
Qube Research & Technologies Ltd 0.83% 173,307 +26% 0.01% $6,129,869
Invesco Ltd. 0.74% 153,662 -5.5% 0% $5,435,026
GABELLI FUNDS LLC 0.7% 146,237 +15% 0.03% $5,172,403
ROYCE & ASSOCIATES LP 0.68% 141,040 -48% 0.05% $4,988,585
VANGUARD FIDUCIARY TRUST CO 0.65% 136,458 -3.2% 0% $4,826,519
Creative Planning 0.54% 113,089 +20% 0% $3,999,967
GRACE & WHITE INC /NY 0.54% 112,572 0% 0.65% $3,981,672
FIRST TRUST ADVISORS LP 0.48% 100,722 +1115% 0% $3,562,529
PEREGRINE CAPITAL MANAGEMENT LLC 0.47% 98,540 -10% 0.12% $3,485,360
FRANKLIN TEMPLETON INC 0.44% 91,662 -8.1% 0% $4,398,859
Universal- Beteiligungs- und Servicegesellschaft mbH 0.43% 90,213 +72% 0% $3,190,834
Empowered Funds, LLC 0.41% 85,966 +7.9% 0.01% $3,040,617
Quantinno Capital Management LP 0.4% 83,434 +110% 0% $2,951,077
ISTHMUS PARTNERS, LLC 0.38% 79,333 +0.4% 0.27% $2,806,008
MARTINGALE ASSET MANAGEMENT L P 0.37% 76,226 +18% 0.07% $2,696,114
RENAISSANCE TECHNOLOGIES LLC 0.36% 75,784 +49% 0% $2,680,480

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 9,498,431 $337,687,237 +$6,338,695 $35.37 123
2026 Q2 19,524,450 $892,563,409 +$19,105,931 $45.74 237
2026 Q1 19,431,535 $651,630,762 -$26,854,904 $33.54 220
2025 Q4 20,047,909 $729,975,951 -$13,280,545 $36.41 210
2025 Q3 20,230,813 $881,459,815 +$9,450,117 $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
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