Apogee Enterprises Ownership | Who Owns Apogee Enterprises?
Apogee Enterprises Ownership Summary
Apogee Enterprises is owned by 93.72% institutional investors, 1.83% insiders, and 4.45% retail investors. Blackrock is the largest institutional shareholder, holding 17.99% of APOG shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.44% of its assets in Apogee Enterprises shares.
APOG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apogee Enterprises | 93.72% | 1.83% | 4.45% |
| Sector | Industrials Stocks | 64.11% | 10.54% | 25.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.93M | 17.99% | $246.70M |
| Blackrock funding, inc. /de | 3.89M | 17.84% | $277.45M |
| Vanguard group | 3.11M | 14.29% | $222.28M |
| Victory capital management | 1.16M | 5.31% | $82.55M |
| Dimensional fund advisors lp | 1.13M | 5.18% | $80.57M |
| State street | 863.67K | 3.96% | $54.27M |
| Pacer advisors | 708.96K | 3.25% | $50.63M |
| American century companies | 692.14K | 3.18% | $49.43M |
| Segall bryant & hamill | 662.56K | 3.04% | $47.31M |
| Geode capital management | 528.77K | 2.43% | $37.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arjuna capital | 62.25K | 1.18% | $4.45M |
| Segall bryant & hamill | 662.56K | 0.65% | $47.31M |
| Summerhaven investment management | 12.90K | 0.57% | $921.40K |
| Quantedge capital pte | 24.00K | 0.54% | $1.51M |
| Riverpoint wealth management | 25.75K | 0.48% | $1.84M |
| Fcf advisors | 48.97K | 0.46% | $3.50M |
| Jackson creek investment advisors | 20.02K | 0.43% | $1.43M |
| Grace & white inc /ny | 30.40K | 0.41% | $2.17M |
| Hillsdale investment management | 85.14K | 0.31% | $6.08M |
| Emc capital management | 5.82K | 0.23% | $415.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 186.74K | 0.00% | 87.36K |
| Renaissance | 122.88K | 0.01% | 81.40K |
| Norges bank | 79.79K | 0.00% | 79.79K |
| American century companies | 692.14K | 0.03% | 79.01K |
| Victory capital management | 1.16M | 0.08% | 75.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | - | - | -162.38K |
| Millennium management | 26.66K | 0.00% | -110.98K |
| Blackrock | 3.93M | 0.01% | -75.15K |
| Pacer advisors | 708.96K | 0.11% | -72.43K |
| Cubist systematic strategies | 30.20K | 0.01% | -60.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 79.79K | 0.00% | 79.79K | $5.70M |
| Zacks investment management | 30.74K | 0.02% | 30.74K | $2.20M |
| Quantedge capital pte | 24.00K | 0.54% | 24.00K | $1.51M |
| Healthcare of ontario pension plan trust fund | 22.00K | 0.00% | 22.00K | $1.38M |
| Jackson creek investment advisors | 20.02K | 0.43% | 20.02K | $1.43M |
Sold Out
| Holder | Change |
|---|---|
| Palouse capital management | -1.00 |
| Mendota financial group | -3.00 |
| Rfp financial group | -25.00 |
| Frazier financial advisors | -43.00 |
| Simplex trading | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 243 | 6.58% | 20,395,631 | -0.32% | 93 | 1.07% | 112 | -0.89% | 83 | 16.90% |
| Jun 30, 2024 | 224 | -2.18% | 20,439,612 | 0.19% | 93 | 1.07% | 112 | 9.80% | 69 | -14.81% |
| Mar 31, 2024 | 229 | 4.57% | 20,401,476 | -1.65% | 93 | 1.03% | 102 | -4.67% | 81 | 26.56% |
| Dec 31, 2023 | 219 | 7.35% | 20,743,497 | 3.27% | 95 | 1.11% | 107 | 42.67% | 64 | -25.58% |
| Sep 30, 2023 | 204 | -3.32% | 20,086,120 | 1.47% | 92 | 1.13% | 75 | -20.21% | 86 | 28.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.41M | 6.44% | 4.76K |
| Victory Sycamore Small Company Opp R | 740.00K | 3.37% | -44.00K |
| Victory Small Cap Value CIT (Net 75) | 740.00K | 3.37% | -44.00K |
| Vanguard Total Stock Mkt Idx Inv | 695.67K | 3.17% | - |
| Pacer US Small Cap Cash Cows 100 ETF | 664.07K | 3.02% | 2.66K |
| iShares Russell 2000 ETF | 604.67K | 2.75% | -4.60K |
| Avantis US Small Cap Value ETF | 599.64K | 2.73% | 737.00 |
| Vanguard Small Cap Index | 558.80K | 2.55% | 4.55K |
| Vanguard Small Cap Value Index Inv | 370.99K | 1.69% | -2.49K |
| Vanguard Institutional Extnd Mkt Idx Tr | 333.51K | 1.52% | -2.81K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 16, 2024 | Jewell Brent C | President, Architectural Glass | Sell | $321.70K |
| Apr 14, 2020 | Johnson Lloyd Emerson | - | Buy | $449.97K |
| May 02, 2024 | Silberhorn Ty R | Chief Executive Officer & Pres | Sell | $673.84K |
| May 02, 2024 | Dobler Curtis John | EVP & CHRO | Sell | $222.35K |
| May 02, 2024 | Johnson Lloyd Emerson | - | Sell | $1.52M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | - |
APOG Ownership FAQ
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