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DaveManuel.com · Institutional Ownership · Who Owns It

ALPHA PRO TECH LTD (APT)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

42
Reporting holders
$23.7M
Reported value
29.9%
Of shares outstanding
18.1%
Calls
9.6%
Puts
+3
Holder change

Institutions report 3,051,071 shares against 10,206,218 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
NEEDHAM INVESTMENT MANAGEMENT LLC$3.6M642,5000.11%31qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M
incl. $2.2M options CALL+PUT
242,6990.00%26q+71.9%+$1.5M
RENAISSANCE TECHNOLOGIES LLC$3.2M561,5720.00%31q+3.2%+$98.4K
VANGUARD CAPITAL MANAGEMENT LLC$2.9M512,4760.00%2q-7.4%-$231.5K
CITADEL ADVISORS LLC$2.9M CALL+PUToptions only0.00%26qOPTIONS
BlackRock, Inc.$1.6M278,6870.00%8q+2.5%+$38.7K
GROUP ONE TRADING LLC$1.2M
incl. $1.2M options CALL+PUT
2,0790.00%26q-98.2%-$64.8M
DIMENSIONAL FUND ADVISORS LP$770.5K137,1030.00%31qHELD
ACADIAN ASSET MANAGEMENT LLC$712.0K126,8660.00%15q-4.9%-$36.4K
GEODE CAPITAL MANAGEMENT, LLC$545.0K96,8530.00%26q+41.6%+$160.2K
SIMPLEX TRADING, LLC$368.0K
incl. $273.7K options CALL+PUT
16,7720.00%26qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$362.6K64,5250.01%22q-17.8%-$78.7K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$327.7K58,3090.00%10qHELD
MARSHALL WACE, LLP$292.9K52,1130.00%newNEW
VANGUARD FIDUCIARY TRUST CO$291.0K51,7880.00%2q+0.7%+$2.0K
STATE STREET CORP$263.9K46,9570.00%25qHELD
ESSEX INVESTMENT MANAGEMENT CO LLC$192.6K34,2640.03%17qHELD
JANE STREET GROUP, LLC$152.6K
incl. $79.2K options CALL
13,0470.00%4q-49.1%-$147.1K
NORTHERN TRUST CORP$116.3K20,6970.00%31q+14.5%+$14.7K
XTX Topco Ltd$96.8K17,2170.00%2q+17.0%+$14.1K
PRICE T ROWE ASSOCIATES INC /MD/$90.0K16,0000.00%19qHELD
Pinnacle Financial Partners, Inc.$69.7K12,4000.00%3q-50.4%-$70.8K
NewEdge Advisors, LLC$62.1K11,0560.00%5q-40.8%-$42.9K
JAMES INVESTMENT RESEARCH, INC.$62.1K11,0500.01%5qHELD
MORGAN STANLEY$45.3K8,0660.00%35q-8.0%-$3.9K
UBS Group AG$32.4K5,7610.00%newNEW
Vanguard Global Advisers, LLC$22.3K3,9610.00%2qHELD
OSAIC HOLDINGS, INC.$21.2K3,7800.00%26q-20.9%-$5.6K
Tower Research Capital LLC (TRC)$3.8K6840.00%6q+6.5%
BARCLAYS PLC$2.4K4260.00%8qHELD
FMR LLC$2.2K4000.00%newNEW
Farther Finance Advisors, LLC$2.0K3630.00%2qHELD
SBI Securities Co., Ltd.$1.4K2520.00%7qHELD
JPMORGAN CHASE & CO$7271310.00%13q+227.5%
Archer Investment Corp$438780.00%4q+100.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$281500.00%newNEW
TD Waterhouse Canada Inc.$230400.00%5qHELD
Caitong International Asset Management Co., Ltd$124220.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$73130.00%25qHELD
SIGNATUREFD, LLC$56100.00%newNEW
CVA Family Office, LLC$1730.00%newNEW
WELLS FARGO & COMPANY/MN$310.00%26q-100.0%-$9.0K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-3013G/AVanguard Capital Management4.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-162026-09-14Auditor changedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-12MONTGOMERY CHARLES DDirectorSold20,000$125.0K ×4
2026-05-12MONTGOMERY CHARLES DDirectorSold20,000$125.0K ×4
2026-09-28MONTGOMERY CHARLES DDirectorSold21,943$110.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$306.8K59,9251100.0%
Q2 202642$23.7M3,051,0718101027.7%
Q1 202639$18.6M3,042,98663727.4%
Q4 202537$14.7M2,882,475061312.7%
Q3 202540$16.7M3,003,660781114.1%
Q2 202535$17.6M2,990,36464920.2%
Q1 202535$16.8M3,136,5496766.7%
Q4 202433$18.4M3,099,052061011.1%
Q3 202436$20.7M3,236,843551410.9%
Q2 202437$18.7M3,282,434210143.3%
Q1 202440$21.7M3,266,35671586.1%
Q4 202338$19.3M2,555,662810430.1%
Q3 202331$15.3M2,416,16927931.4%
Q2 202332$11.4M2,408,10847716.0%
Q1 202329$11.6M2,374,084071015.0%
Q4 202237$14.0M2,441,446581029.6%
Q3 202235$15.7M2,445,178341237.1%
Q2 202238$19.7M2,655,327861539.9%
Q1 202234$17.6M2,503,9663111040.2%
Q4 202145$36.6M3,475,2266111143.4%
Q3 202149$32.3M2,664,4651671744.4%
Q2 202156$42.4M4,004,4561582519.3%
Q1 202165$64.5M5,331,76714191919.4%
Q4 202061$75.0M5,429,7235182619.3%
Q3 202068$257.5M16,270,3411220266.6%
Q2 202074$217.0M9,163,1414019725.3%
Q1 202046$771.6M59,571,618302106.7%
Q4 201921$11.5M3,356,2990270.0%
Q3 201926$11.5M3,194,9065660.0%
Q2 201924$10.0M2,926,3501590.1%
Q1 201929$11.9M3,314,4553660.0%
Q4 201827$12.5M3,369,8690110.0%