13FBOX
APOGEE ENTERPRISES INC · 13F Institutional Holdings
Options Calculator Rankings

APOGEE ENTERPRISES INC

APOG
Institutions
239
Combined AUM (Q2 2026)
$895.5M
Combined Shares (Q2 2026)
19.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.9M
138 · 53 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.6M
90 · 32 Exit · ≈
⚖️ Net
+252,001
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$895.5M
Institutions
239
New Buys
53
Adds
85
Reduces
58
Exits
32
Unchanged
43
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#99$155.5M3.4M$111.3M3.3M+82,126+2.48%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#96$53.2M1.2M$51.7M1.5M-378,106-24.55%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#52$52.8M1.2M$35.7M1.1M+90,337+8.49%Add
AMERICAN CENTURY COMPANIES INC
0.02%0.02%#35$47.0M1.0M$29.7M885,233+141,368+15.97%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#139$41.8M913,800$31.6M941,518-27,718-2.94%Reduce
STATE STREET CORP
<0.01%<0.01%#128$38.6M843,173$27.5M820,824+22,349+2.72%Add
AMERIPRISE FINANCIAL INC
0.01%<0.01%#58$34.1M746,517$11.3M337,483+409,034+121.20%Add
TWO SIGMA INVESTMENTS, LP
0.02%0.02%#36$28.0M611,671$19.0M565,934+45,737+8.08%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#120$25.8M563,990$18.1M539,789+24,201+4.48%Add
LSV ASSET MANAGEMENT
0.04%0.03%#23$22.4M490,058$15.9M474,653+15,405+3.25%Add
MORGAN STANLEY
<0.01%<0.01%#134$19.1M416,602$12.2M279,167+137,435+49.23%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#92$18.4M402,723$15.2M452,509-49,786-11.00%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#138$16.9M367,678$8.3M256,624+111,054+43.27%Add
Allianz Asset Management GmbH
0.01%0.01%#41$16.8M366,405$11.9M353,524+12,881+3.64%Add
FMR LLC
<0.01%<0.01%#151$15.2M331,762$8.9M264,450+67,312+25.45%Add
ROYCE & ASSOCIATES LP
0.1%0.08%#8$12.4M272,000$7.8M233,061+38,939+16.71%Add
NORTHERN TRUST CORP
<0.01%<0.01%#119$11.9M261,157$8.4M249,175+11,982+4.81%Add
FEDERATED HERMES, INC.
0.01%0.01%#42$10.3M224,644$7.5M222,804+1,840+0.83%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#80$8.8M192,089$2.9M87,683+104,406+119.07%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.02%#31$8.7M190,711$6.1M180,601+10,110+5.60%Add
NORGES BANK
<0.01%<0.01%#143$7.8M170,500$1.5M33,295+137,205+412.09%Add
ProShare Advisors LLC
0.01%0.01%#48$7.8M170,289$6.0M179,178-8,889-4.96%Reduce
Invesco Ltd.
<0.01%<0.01%#155$7.4M162,623$5.4M160,427+2,196+1.37%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#118$6.4M140,995$4.7M139,449+1,546+1.11%Add
Qube Research & Technologies Ltd
0.01%0.01%#66$6.3M138,014$4.6M137,484+530+0.39%Add
Bank of New York Mellon Corp
<0.01%<0.01%#133$6.2M136,159$4.5M135,091+1,068+0.79%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.02%0.01%#33$6.2M135,598$2.4M71,737+63,861+89.02%Add
GABELLI FUNDS LLC
0.04%0.01%#25$5.8M127,241$1.8M53,852+73,389+136.28%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#79$5.7M124,085$4.0M119,438+4,647+3.89%Add
Nuveen, LLC
<0.01%<0.01%#122$5.6M122,609$1.6M48,871+73,738+150.88%Add
GRACE & WHITE INC /NY
0.81%0.76%#2$5.1M112,572$4.3M128,572-16,000-12.44%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#167$5.1M111,300$4.4M129,844-18,544-14.28%Reduce
PEREGRINE CAPITAL MANAGEMENT LLC
0.16%0.12%#7$5.0M109,478$3.2M95,190+14,288+15.01%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#98$4.7M102,558$3.5M104,546-1,988-1.90%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#137$4.6M99,742$1.2M34,329+65,413+190.55%Add
Creative Planning
<0.01%<0.01%#89$4.3M93,872$640,99219,111+74,761+391.19%Add
UBS Group AG
<0.01%<0.01%#158$4.2M92,282$7.3M217,315-125,033-57.54%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.07%#15$3.9M84,605$00+84,605New Buy
Pacer Advisors, Inc.
0.01%<0.01%#47$3.9M84,224$3,00075+84,149+112,198.67%Add
LAZARD ASSET MANAGEMENT LLC
0.01%<0.01%#68$3.8M84,042$2.7M80,207+3,835+4.78%Add
BESSEMER GROUP INC
0.01%<0.01%#71$3.7M81,225$2.7M81,257-32-0.04%Reduce
CastleKnight Management LP
0.05%0.09%#21$3.7M81,046$5.1M153,325-72,279-47.14%Reduce
Empowered Funds, LLC
0.02%#38$3.6M79,640$00+79,640New Buy
ISTHMUS PARTNERS, LLC
0.35%0.27%#6$3.6M79,015$2.6M77,894+1,121+1.44%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#112$3.6M78,981$2.7M79,388-407-0.51%Reduce
Point72 Asset Management, L.P.
<0.01%0.01%#76$3.4M74,194$4.9M146,754-72,560-49.44%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#54$3.3M72,891$2.6M76,927-4,036-5.25%Reduce
VOYA INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#84$3.2M70,113$2.5M73,659-3,546-4.81%Reduce
SEI INVESTMENTS CO
<0.01%<0.01%#86$3.1M66,936$2.1M61,565+5,371+8.72%Add
MARTINGALE ASSET MANAGEMENT L P
0.07%0.05%#13$3.0M64,676$1.9M55,525+9,151+16.48%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow