Institutional Ownership Apogee Enterprises, Inc. (APOG)
This table provides information about the institutional ownership of Apogee Enterprises, Inc. (APOG). We have compiled data on the 247 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $754 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
178
shares
|
$6,516
0.0% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
121
shares
|
$4,429
0.0% of portfolio
|
Q2 2025
Added 384.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
114
shares
|
$4,173
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
108
shares
|
$3,953
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
107
shares
|
$3,917
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$3,661
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
100
shares
|
$3,661
0.0% of portfolio
|
Q2 2021
Reduced 97.55%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
71
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
68
shares
|
$2,489
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
66
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
Added 842.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
64
shares
|
$2,343
0.0% of portfolio
|
Q1 2025
Added 255.56%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
62
shares
|
$2,269
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
50
shares
|
$1,830
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
50
shares
|
$1,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
43
shares
|
$1,574
0.0% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
34
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
33
shares
|
$1,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25
shares
|
$915
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
21
shares
|
$768
0.0% of portfolio
|
Q2 2025
Reduced 70.83%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
18
shares
|
$658
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
16
shares
|
$585
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
16
shares
|
$585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14
shares
|
$512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$512
0.0% of portfolio
|
Q3 2025
New holding
|