APOGEE ENTERPRISES, INC. (APOG) — Institutional Holders, Q2 2026 (page 3)
238 institutional investment managers reported a APOG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $892.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 238. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
APOG 13F holders ranked 201–238 of 238
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Covestor Ltd#201 · 239 sh | 239 | $10.0K | <0.01% | +14.9% |
| 202 | Smartleaf Asset Management#202 · 207 sh | 207 | $9.5K | <0.01% | 0.0% |
| 203 | HANTZ FINANCIAL SERVICES#203 · 203 sh | 203 | $9.0K | <0.01% | +18.0% |
| 204 | IFP Advisors#204 · 187 sh | 187 | $8.6K | — | +835.0% |
| 205 | Kilter Group#205 · 167 sh | 167 | $7.6K | <0.01% | 0.0% |
| 206 | AdvisorNet Financial#206 · 149 sh | 149 | $6.8K | — | 0.0% |
| 207 | JONES FINANCIAL COMPANIES LLLP#207 · 135 sh | 135 | $6.6K | 0.00% | +43.6% |
| 208 | ROTHSCHILD INVESTMENT#208 · 140 sh | 140 | $6.4K | <0.01% | +536.4% |
| 209 | UMB Bank, n.a.#209 · 131 sh | 131 | $6.0K | <0.01% | +52.3% |
| 210 | Financial Perspectives#210 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 211 | BARROW HANLEY MEWHINNEY & STRAUSS#211 · 87 sh | 87 | $4.0K | 0.00% | 0.0% |
| 212 | MTM Investment Management#212 · 50 sh | 50 | $2.3K | <0.01% | 0.0% |
| 213 | Quarry#213 · 47 sh | 47 | $2.1K | <0.01% | -27.7% |
| 214 | SBI Securities , Ltd.#214 · 44 sh | 44 | $2.0K | — | 0.0% |
| 215 | CX Institutional#215 · 48 sh | 48 | $2.0K | — | 0.0% |
| 216 | Optiver Holding B.V.#216 · 39 sh | 39 | $1.8K | 0.00% | New |
| 217 | KELLEHER FINANCIAL ADVISORS#217 · 38 sh | 38 | $1.7K | <0.01% | New |
| 218 | Essential Partners#218 · 34 sh | 34 | $1.6K | — | +580.0% |
| 219 | Fortitude Family Office#219 · 23 sh | 23 | $1.1K | — | 0.0% |
| 220 | Larson Financial Group#220 · 21 sh | 21 | $961.00 | 0.00% | New |
| 221 | Clearstead Advisors#221 · 21 sh | 21 | $961.00 | 0.00% | New |
| 222 | Quent Capital#222 · 20 sh | 20 | $915.00 | <0.01% | New |
| 223 | Valued Wealth Advisors#223 · 19 sh | 19 | $870.00 | <0.01% | New |
| 224 | Rockefeller Capital Management L.P.#224 · 19 sh | 19 | $869.00 | 0.00% | -20.8% |
| 225 | Keating Financial Advisory Services#225 · 17 sh | 17 | $778.00 | <0.01% | New |
| 226 | Wealth Enhancement Services#226 · 16 sh | 16 | $732.00 | — | New |
| 227 | FARMERS & MERCHANTS INVESTMENTS#227 · 14 sh | 14 | $640.00 | — | 0.0% |
| 228 | Torren Management#228 · 14 sh | 14 | $640.00 | <0.01% | 0.0% |
| 229 | True Wealth Design#229 · 12 sh | 12 | $549.00 | — | New |
| 230 | MassMutual Private Wealth & , FSB#230 · 11 sh | 11 | $503.00 | — | 0.0% |
| 231 | SJS Investment Consulting#231 · 10 sh | 10 | $458.00 | — | New |
| 232 | FIRST HORIZON NATIONAL#232 · 10 sh | 10 | $457.00 | — | 0.0% |
| 233 | GILPIN WEALTH MANAGEMENT#233 · 6 sh | 6 | $275.00 | — | -25.0% |
| 234 | JFS WEALTH ADVISORS#234 · 4 sh | 4 | $183.00 | 0.00% | New |
| 235 | JPL Wealth Management#235 · 4 sh | 4 | $183.00 | 0.00% | New |
| 236 | Cedar Mountain Advisors#236 · 3 sh | 3 | $137.00 | — | 0.0% |
| 237 | Davis Capital Management#237 · 1 sh | 1 | $46.00 | — | New |
| 238 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#238 · 19,388 sh | 19,388 | — | — | -3.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.