Apogee Enterprises Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.77 M | $137.41 B | 3.85% | 17.68% |
| VANGUARD GROUP INC | 01/29/2026 | 2.63 M | $95.66 M | 6.76% | 12.31% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 985.29 K | $35.87 M | -2.81% | 4.62% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 852.35 K | $31.03 M | 70.32% | 3.99% |
| STATE STREET CORP | 02/13/2026 | 833.78 K | $30.36 M | 1.79% | 3.91% |
| ACK ASSET MANAGEMENT LLC | 02/13/2026 | 813.00 K | $29.60 M | 14.83% | 3.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 522.69 K | $19.03 M | -0.41% | 2.45% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 475.65 K | $17.32 M | -0.30% | 2.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 440.92 K | $16.05 M | 8.39% | 2.07% |
| JPMORGAN CHASE & CO | 02/11/2026 | 382.32 K | $13.92 M | 40.06% | 1.79% |
| MORGAN STANLEY | 02/13/2026 | 287.08 K | $10.45 M | 2.83% | 1.34% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 264.86 K | $9.64 M | -1.54% | 1.24% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 243.27 K | $8.86 M | 7.46% | 1.14% |
| FEDERATED HERMES, INC. | 02/12/2026 | 228.36 K | $8.31 M | 524.31% | 1.07% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 170.58 K | $6.21 M | 32.66% | 0.80% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 161.40 K | $5.88 M | 10.14% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 149.66 K | $5.45 M | -34.58% | 0.70% |
| UBS GROUP AG | 01/29/2026 | 124.93 K | $4.55 B | -42.38% | 0.59% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 117.40 K | $4.27 M | 67.00% | 0.55% |
| GRACE & WHITE INC /NY | 01/26/2026 | 112.47 K | $4.10 M | 21.19% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 102.52 K | $3.73 M | -1.36% | 0.48% |
| CITADEL ADVISORS LLC | 02/17/2026 | 97.38 K | $3.55 M | 33.05% | 0.46% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 91.84 K | $3.34 M | 30.27% | 0.43% |
| MORAN WEALTH MANAGEMENT, LLC | 01/26/2026 | 84.29 K | $3.07 M | -5.24% | 0.39% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 82.57 K | $3.01 M | 627.20% | 0.39% |
| BESSEMER GROUP INC | 02/05/2026 | 81.06 K | $2.95 M | 44,935.00% | 0.38% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 77.94 K | $2.84 M | -12.22% | 0.37% |
| ISTHMUS PARTNERS, LLC | 02/05/2026 | 77.87 K | $2.84 M | 2.94% | 0.36% |
| RHUMBLINE ADVISERS | 02/13/2026 | 62.20 K | $2.26 M | -0.98% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 57.95 K | $2.11 M | -12.13% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 52.53 K | $1.91 M | -5.31% | 0.25% |
| CSM ADVISORS, LLC | 02/11/2026 | 50.53 K | $1.84 M | 5.25% | 0.24% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 50.05 K | $1.82 M | -0.49% | 0.23% |
| NUVEEN, LLC | 02/12/2026 | 48.56 K | $1.77 B | -74.92% | 0.23% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 48.32 K | $1.76 M | 2.00% | 0.23% |
| BARCLAYS PLC | 02/13/2026 | 44.63 K | $1.62 M | 18.06% | 0.21% |
| SWISS NATIONAL BANK | 02/12/2026 | 41.90 K | $1.53 M | 0.00% | 0.20% |
| JANE STREET GROUP, LLC | 02/12/2026 | 41.44 K | $1.51 B | 100.00% | 0.19% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 40.37 K | $1.47 M | 89.33% | 0.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 39.94 K | $1.45 M | -15.31% | 0.19% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 38.14 K | $1.39 M | 15.51% | 0.18% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 37.95 K | $1.38 M | 0.00% | 0.18% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 36.20 K | $1.32 B | 100.00% | 0.17% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 36.15 K | $1.32 M | -0.55% | 0.17% |
| MOODY NATIONAL BANK TRUST DIVISION | 01/12/2026 | 34.07 K | $1.24 M | -1.90% | 0.16% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/14/2026 | 34.07 K | $1.24 M | 22.46% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.19 K | $1.14 B | 18.09% | 0.15% |
| SEI INVESTMENTS CO | 02/13/2026 | 30.82 K | $1.12 M | 160.63% | 0.14% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 29.74 K | $1.08 M | 9.53% | 0.14% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 29.20 K | $1.06 M | 100.00% | 0.14% |
Apogee Enterprises Inc. institutional Ownership - FAQ's
During the previous two years, 292 institutional investors and hedge funds held shares of Apogee Enterprises Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.77 M
VANGUARD GROUP INC: 2.63 M
DIMENSIONAL FUND ADVISORS LP: 985,285
DEPRINCE RACE & ZOLLO INC: 852,351
STATE STREET CORP: 833,781
ACK Asset Management LLC: 813,000
70.73% of Apogee Enterprises Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.80 M shares in the last 24 months. This purchase volume represents approximately $1.10 B in transactions.