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 241 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
206
shares
|
$8,734
0.01% of portfolio
|
Q1 2025
Reduced 79.98%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
123
shares
|
$5,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
116
shares
|
$4,918
0.0% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
108
shares
|
$4,579
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
107
shares
|
$4,536
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
100
shares
|
$4,240
0.0% of portfolio
|
Q2 2021
Reduced 97.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
100
shares
|
$4,240
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
75
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
72
shares
|
$3,052
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
72
shares
|
$3,052
0.0% of portfolio
|
Q1 2025
Added 1700.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
71
shares
|
$3,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
68
shares
|
$2,883
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
64
shares
|
$2,713
0.0% of portfolio
|
Q1 2025
Added 255.56%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
51
shares
|
$2,162
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
50
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
38
shares
|
$1,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$1,611
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
25
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
19
shares
|
$805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
18
shares
|
$763
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
18
shares
|
$763
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14
shares
|
$593
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13
shares
|
$551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
12
shares
|
$508
0.0% of portfolio
|
Q2 2025
Reduced 87.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$424
0.0% of portfolio
|
Q1 2025
New holding
|