APOG Apogee Enterprises, Inc.
Apogee Enterprises, Inc. (APOG) Institutional Ownership
What the institutions did with APOG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 32.1% |
| LSV ASSET MANAGEMENT | 753.1K | 19.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 553.4K | 14.2% |
| ProShare Advisors LLC | 247.7K | 6.4% |
| Bank of New York Mellon Corp | 131.4K | 3.4% |
| Creative Planning | 113.1K | 2.9% |
| GRACE & WHITE INC /NY | 112.6K | 2.9% |
| PRINCIPAL FINANCIAL GROUP INC | 99.7K | 2.6% |
| ISTHMUS PARTNERS, LLC | 79.3K | 2.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 50.3K | 1.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 39.1K | 1.0% |
| Jackson Creek Investment Advisors LLC | 38.5K | 1.0% |
| Villanova Investment Management Co | 34.7K | 0.9% |
| Russell Investments Group, Ltd. | 30.4K | 0.8% |
| SummerHaven Investment Management, LLC | 23.6K | 0.6% |
| US BANCORP \DE\ | 23.1K | 0.6% |
| Achmea Investment Management B.V. | 22.1K | 0.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 21.2K | 0.5% |
| STRS OHIO | 21.1K | 0.5% |
| Y-Intercept (Hong Kong) Ltd | 20.6K | 0.5% |
| DEUTSCHE BANK AG\ | 20.6K | 0.5% |
| BARCLAYS PLC | 18.8K | 0.5% |
| Inspire Investing, LLC | 17.9K | 0.5% |
| FIFTH THIRD BANCORP | 16.5K | 0.4% |
| Thrivent Financial for Lutherans | 13.3K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| LSV ASSET MANAGEMENT | Increased | 490.1K | 753.1K | +263.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.2M | 1.2M | +92.5K |
| ProShare Advisors LLC | Increased | 170.3K | 247.7K | +77.5K |
| Squarepoint Ops LLC | Sold Out | 47.6K | 0 | -47.6K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 6.5K | 50.3K | +43.9K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 51.9K | 20.6K | -31.3K |
| Achmea Investment Management B.V. | New | 0 | 22.1K | +22.1K |
| Creative Planning | Increased | 93.9K | 113.1K | +19.2K |
| STRS OHIO | Increased | 2.7K | 21.1K | +18.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 564.0K | 553.4K | -10.5K |
| CITIGROUP INC | Reduced | 14.7K | 5.2K | -9.5K |
| MQS Management LLC | New | 0 | 8.3K | +8.3K |
| Sterling Capital Management LLC | Increased | 427 | 8.1K | +7.7K |
| SummerHaven Investment Management, LLC | Increased | 16.0K | 23.6K | +7.6K |
| Olympiad Research LP | New | 0 | 6.1K | +6.1K |
| RITHOLTZ WEALTH MANAGEMENT | New | 0 | 5.7K | +5.7K |
| YOUSIF CAPITAL MANAGEMENT, LLC | Sold Out | 5.7K | 0 | -5.7K |
| AMALGAMATED BANK | Sold Out | 5.7K | 0 | -5.7K |
| BURNEY CO/ | Sold Out | 5.4K | 0 | -5.4K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Sold Out | 5.0K | 0 | -5.0K |
| SIMPLEX TRADING, LLC | Reduced | 4.9K | 15 | -4.9K |
| Bank of New York Mellon Corp | Reduced | 136.2K | 131.4K | -4.7K |
| BANK OF MONTREAL /CAN/ | Sold Out | 4.5K | 0 | -4.5K |
| BARCLAYS PLC | Increased | 14.8K | 18.8K | +4.0K |
| State of Wyoming | Reduced | 7.5K | 3.6K | -3.9K |
| State of Alaska, Department of Revenue | Reduced | 8.1K | 4.5K | -3.6K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 2.9K | 6.2K | +3.4K |
| Villanova Investment Management Co | Increased | 31.6K | 34.7K | +3.1K |
| Inspire Investing, LLC | Increased | 14.8K | 17.9K | +3.1K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 102.6K | 99.7K | -2.8K |
| Russell Investments Group, Ltd. | Reduced | 33.1K | 30.4K | -2.7K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 36.8K | 39.1K | +2.4K |
| DEUTSCHE BANK AG\ | Reduced | 22.6K | 20.6K | -2.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 10.9K | 12.4K | +1.5K |
| Versant Capital Management, Inc | Increased | 263 | 1.3K | +1.0K |
| LPL Financial LLC | Increased | 5.0K | 5.7K | +663 |
| Thrivent Financial for Lutherans | Reduced | 13.9K | 13.3K | -662 |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 256 | 733 | +477 |
| GAMMA Investing LLC | Increased | 2.4K | 2.9K | +447 |
| Fulcrum Asset Management LLP | New | 0 | 424 | +424 |
| Louisiana State Employees Retirement System | Reduced | 9.3K | 8.9K | -400 |
| Founders Capital Management | Sold Out | 400 | 0 | -400 |
| FIFTH THIRD BANCORP | Increased | 16.1K | 16.5K | +367 |
| HOHIMER WEALTH MANAGEMENT, LLC | Increased | 6.4K | 6.8K | +359 |
| ISTHMUS PARTNERS, LLC | Increased | 79.0K | 79.3K | +318 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 7.7K | 7.4K | -300 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Reduced | 4.9K | 4.7K | -200 |
| Farther Finance Advisors, LLC | Increased | 883 | 1.1K | +190 |
| Parallel Advisors, LLC | Increased | 785 | 961 | +176 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 21.3K | 21.2K | -155 |
| IFP Advisors, Inc | Increased | 187 | 338 | +151 |
| AdvisorNet Financial, Inc | Sold Out | 149 | 0 | -149 |
| SIGNATUREFD, LLC | Increased | 479 | 583 | +104 |
| Financial Perspectives, Inc | Sold Out | 100 | 0 | -100 |
| GK Wealth Management LLC | New | 0 | 80 | +80 |
| Illinois Municipal Retirement Fund | Reduced | 11.6K | 11.5K | -71 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 70 | +70 |
| Ascentis Wealth Management, LLC | New | 0 | 65 | +65 |
| Root Financial Partners, LLC | New | 0 | 62 | +62 |
| PNC Financial Services Group, Inc. | Increased | 1.1K | 1.2K | +58 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.