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 6.45% 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 | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.93M | 17.99% | $246.70M |
| Vanguard group | 3.08M | 14.14% | $193.83M |
| Dimensional fund advisors lp | 1.22M | 5.57% | $76.44M |
| Victory capital management | 1.11M | 5.11% | $70.03M |
| Pacer advisors | 917.00K | 4.20% | $57.62M |
| State street | 863.67K | 3.96% | $54.27M |
| Segall bryant & hamill | 671.49K | 3.08% | $42.19M |
| American century companies | 528.77K | 2.42% | $33.23M |
| Geode capital management | 522.84K | 2.40% | $32.86M |
| Lsv asset management | 505.99K | 2.32% | $31.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arjuna capital | 62.91K | 1.06% | $3.95M |
| Segall bryant & hamill | 671.49K | 0.75% | $42.19M |
| Summerhaven investment management | 15.64K | 0.65% | $982.80K |
| Quantedge capital pte | 24.00K | 0.54% | $1.51M |
| Fcf advisors | 33.47K | 0.52% | $2.10M |
| Hillsdale investment management | 94.44K | 0.47% | $5.93M |
| Grace & white inc /ny | 39.50K | 0.47% | $2.48M |
| Riverpoint wealth management | 25.75K | 0.45% | $1.62M |
| Emc capital management | 5.82K | 0.21% | $366.00K |
| Moran wealth management | 98.06K | 0.20% | $6.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 917.00K | 0.13% | 122.81K |
| Norges bank | 107.62K | 0.00% | 107.62K |
| American century companies | 528.77K | 0.02% | 99.50K |
| Goldman sachs group | 243.02K | 0.00% | 91.09K |
| Renaissance | 72.68K | 0.01% | 66.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 26.66K | 0.00% | -110.98K |
| Segall bryant & hamill | 671.49K | 0.75% | -110.22K |
| Blackrock | 3.93M | 0.01% | -75.15K |
| Assenagon asset management | 95.08K | 0.01% | -70.11K |
| Invesco | 339.66K | 0.00% | -66.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 107.62K | 0.00% | 107.62K | $6.76M |
| Acadian asset management | 56.52K | 0.01% | 56.52K | $3.55M |
| First trust advisors lp | 52.98K | 0.00% | 52.98K | $3.33M |
| Fcf advisors | 33.47K | 0.52% | 33.47K | $2.10M |
| Sei investments | 27.67K | 0.00% | 27.67K | $1.74M |
Sold Out
| Holder | Change |
|---|---|
| Palouse capital management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| 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 | 1.42M | 6.45% | 732.00 |
| Victory Small Cap Value CIT (Net 75) | 784.00K | 3.57% | -46.00K |
| Victory Sycamore Small Company Opp R | 784.00K | 3.57% | -46.00K |
| Pacer US Small Cap Cash Cows 100 ETF | 760.04K | 3.46% | -396.00 |
| Vanguard Total Stock Mkt Idx Inv | 701.67K | 3.20% | 1.13K |
| iShares Russell 2000 ETF | 623.77K | 2.84% | -1.30K |
| Vanguard Small Cap Index | 550.95K | 2.51% | 1.10K |
| Avantis US Small Cap Value ETF | 550.93K | 2.51% | 2.17K |
| Vanguard Small Cap Value Index Inv | 371.65K | 1.69% | -128.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 334.54K | 1.52% | -1.03K |
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 |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 5 |
APOG Ownership FAQ
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