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 243 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $851 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
210
shares
|
$8,727
0.0% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
180
shares
|
$7,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
121
shares
|
$5,028
0.0% of portfolio
|
Q2 2025
Added 384.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
116
shares
|
$4,820
0.0% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
108
shares
|
$4,488
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
107
shares
|
$4,446
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
100
shares
|
$4,156
0.0% of portfolio
|
Q2 2021
Reduced 97.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,156
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
71
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
68
shares
|
$2,826
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
66
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Added 842.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
64
shares
|
$2,659
0.0% of portfolio
|
Q1 2025
Added 255.56%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
62
shares
|
$2,576
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
50
shares
|
$2,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
43
shares
|
$1,787
0.0% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$1,579
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
34
shares
|
$1,413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,039
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
21
shares
|
$872
0.0% of portfolio
|
Q2 2025
Reduced 70.83%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
18
shares
|
$748
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
18
shares
|
$748
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
16
shares
|
$664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14
shares
|
$581
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13
shares
|
$540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
13
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|