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Argan Inc

AGX
Exchange
NYSE
Industry
Construction - Special Trade Contractors
SEC CIK
0000100591

In the last 90 days, Argan Inc insiders filed 0 open-market purchases and 1 sale; 566 institutions reported holding it in 13F filings for Q2 2026, worth $11.4B in total; superinvestors Lone Pine Capital and Coatue Management hold it.

13F holders, Q2 2026

Institutional positions in Argan Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
566
+77 vs. Q1 2026
Shares held
15.4M
+607.2K (+4.1%) vs. Q1 2026
Total value
$11.4B
+$3.73B (+48.9%) vs. Q1 2026
New holders
141
176 more added
Sold out
64
190 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AGX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 566 institutions
Q1 2021: 137 institutionsQ2 2021: 126 institutionsQ3 2021: 117 institutionsQ4 2021: 129 institutionsQ1 2022: 137 institutionsQ2 2022: 116 institutionsQ3 2022: 118 institutionsQ4 2022: 118 institutionsQ1 2023: 124 institutionsQ2 2023: 128 institutionsQ3 2023: 140 institutionsQ4 2023: 149 institutionsQ1 2024: 160 institutionsQ2 2024: 206 institutionsQ3 2024: 244 institutionsQ4 2024: 277 institutionsQ1 2025: 294 institutionsQ2 2025: 356 institutionsQ3 2025: 393 institutionsQ4 2025: 435 institutionsQ1 2026: 497 institutionsQ2 2026: 566 institutions
Value heldQ2 2026: $11.4B
Q1 2021: $725.9MQ2 2021: $635.2MQ3 2021: $579.4MQ4 2021: $510.4MQ1 2022: $521.3MQ2 2022: $439.0MQ3 2022: $365.0MQ4 2022: $409.0MQ1 2023: $445.6MQ2 2023: $417.0MQ3 2023: $473.9MQ4 2023: $504.8MQ1 2024: $542.6MQ2 2024: $821.2MQ3 2024: $1.21BQ4 2024: $1.59BQ1 2025: $1.55BQ2 2025: $2.67BQ3 2025: $3.49BQ4 2025: $3.99BQ1 2026: $7.67BQ2 2026: $11.4B
Institutions holding AGX and their total value by quarter
QuarterHoldersValue
Q2 2026566$11.4B
Q1 2026497$7.67B
Q4 2025435$3.99B
Q3 2025393$3.49B
Q2 2025356$2.67B
Q1 2025294$1.55B
Q4 2024277$1.59B
Q3 2024244$1.21B
Q2 2024206$821.2M
Q1 2024160$542.6M
Q4 2023149$504.8M
Q3 2023140$473.9M
Q2 2023128$417.0M
Q1 2023124$445.6M
Q4 2022118$409.0M
Q3 2022118$365.0M
Q2 2022116$439.0M
Q1 2022137$521.3M
Q4 2021129$510.4M
Q3 2021117$579.4M
Q2 2021126$635.2M
Q1 2021137$725.9M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2026.

Institutions holding AGX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,209,112$1.76B0.03%+85,813+4.0%Added
Vanguard Portfolio Management LLC778,042$621.3M0.03%+260,418+50.3%Added
First Trust Advisors LP754,403$602.4M0.35%−36,950−4.7%Reduced
Renaissance Technologies LLC648,379$517.8M0.71%+37,480+6.1%Added
Vanguard Capital Management LLC594,781$475.0M0.01%+7,315+1.2%Added
State Street Corp544,200$434.6M0.01%+26,544+5.1%Added
Geode Capital Management, LLC506,133$404.2M0.02%+46,830+10.2%Added
American Century Companies Inc447,983$357.7M0.16%+26,335+6.2%Added
Price T Rowe Associates Inc420,104$335.5M0.03%+328,238+357.3%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital368,673$294.4M1.80%−24,461−6.2%Reduced
Dimensional Fund Advisors LP356,845$285.0M0.05%−41,117−10.3%Reduced
GWM Advisors LLC1,499,349$248.1M0.74%+421,687+39.1%Added
Invesco Ltd.273,125$218.1M0.02%+11,204+4.3%Added
Morgan Stanley214,895$171.6M0.01%+54,925+34.3%Added
Jacobs Levy Equity Management, Inc186,216$148.7M0.53%−52,522−22.0%Reduced
Epoch Investment Partners, Inc.180,661$144.3M0.82%−21,817−10.8%Reduced
Goldman Sachs Group Inc173,812$138.8M0.01%−1,316−0.8%Reduced
TD Asset Management Inc173,601$138.6M0.12%−34,101−16.4%Reduced
Bank of New York Mellon Corp165,147$131.9M0.02%−135,232−45.0%Reduced
UBS Group AG156,861$125.3M0.02%−167,175−51.6%Reduced
Northern Trust Corp151,510$121.0M0.01%+11,685+8.4%Added
SurgoCap Partners LP149,983$119.8M3.87%+149,983New
Charles Schwab Investment Management Inc144,771$115.6M0.02%+5,168+3.7%Added
Arrowstreet Capital, Limited Partnership123,740$98.8M0.04%−7,194−5.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.116,754$93.2M0.11%+8,629+8.0%Added
Fuller & Thaler Asset Management, Inc.116,481$93.0M0.25%+1,619+1.4%Added
FMR LLC111,906$89.4M0.00%+101,730+999.7%Added
Vanguard Fiduciary Trust Co99,246$79.3M0.02%+3,546+3.7%Added
Principal Financial Group Inc98,624$78.8M0.04%+3,144+3.3%Added
Wells Fargo & Company95,901$76.6M0.01%+10,134+11.8%Added
Sculptor Capital LP95,500$76.3M0.79%+95,500New
AltraVue Capital, LLC90,472$72.2M5.21%−21,330−19.1%Reduced
JPMorgan Chase & Co90,215$71.9M0.00%+52,021+136.2%Added
Emerald Advisers, LLC89,296$71.3M1.68%−5,976−6.3%Reduced
Lord, Abbett & Co. LLC88,578$70.7M0.20%+12,589+16.6%Added
AQR Capital Management LLC88,152$70.4M0.02%−18,458−17.3%Reduced
Allspring Global Investments Holdings, LLC80,214$61.3M0.09%−6,560−7.6%Reduced
Avala Global LP76,500$61.1M2.25%+76,500New
Deutsche Bank AG69,921$55.8M0.02%+13,684+24.3%Added
Franklin Resources Inc63,798$50.9M0.01%+46,359+265.8%Added
Russell Investments Group, Ltd.59,604$47.6M0.04%−19,526−24.7%Reduced
Emerald Mutual Fund Advisers Trust58,115$46.4M1.63%−828−1.4%Reduced
Clearbridge Investments, LLC56,531$45.1M0.04%+56,531New
Public Sector Pension Investment Board55,368$44.2M0.12%+5,768+11.6%Added
Mariner, LLC53,794$43.0M0.05%−2,471−4.4%Reduced
Bank of America Corp49,204$39.3M0.00%+15,933+47.9%Added
Raymond James Financial Inc48,136$38.4M0.01%+3,532+7.9%Added
Ranger Investment Management, L.P.47,889$38.2M2.42%−5,703−10.6%Reduced
Cushing Asset Management, LP45,500$36.3M1.63%+7,500+19.7%Added
GW&K Investment Management, LLC44,796$35.8M0.28%+44,796New
Vaughan Nelson Investment Management, L.P.39,020$31.2M0.28%−13,050−25.1%Reduced
Navellier & Associates Inc38,247$30.5M2.42%+8,364+28.0%Added
Ameriprise Financial Inc36,685$29.3M0.01%−5,459−13.0%Reduced
LPL Financial LLC36,562$29.2M0.01%−3,202−8.1%Reduced
Coatue Management LLCSuperinvestorCoatue Management36,101$28.8M0.06%+36,101New
Jupiter Topco LLC35,932$28.7M0.01%+35,932New
Victory Capital Management Inc34,910$27.9M0.02%+4,460+14.6%Added
Nuveen, LLC34,179$27.3M0.01%+2,458+7.7%Added
Rhumbline Advisers32,788$26.2M0.02%−3,924−10.7%Reduced
T. Rowe Price Investment Management, Inc.31,697$25.3M0.02%+31,697New
Legal & General Group Plc31,310$25.0M0.01%−875−2.7%Reduced
William Blair Investment Management, LLC30,642$24.5M0.07%−7,913−20.5%Reduced
Legato Capital Management LLC29,756$23.8M1.97%−3,361−10.1%Reduced
Voya Investment Management LLC29,259$23.4M0.02%+26,375+914.5%Added
BNP Paribas Arbitrage, SA27,865$22.3M0.01%+20,048+256.5%Added
WCM Investment Management, LLC27,035$21.4M0.04%+4,019+17.5%Added
Jennison Associates LLC26,779$21.4M0.01%−57,741−68.3%Reduced
Swiss National Bank26,580$21.2M0.01%−920−3.3%Reduced
Sapient Capital LLC26,366$21.1M0.28%−14,637−35.7%Reduced
Squarepoint Ops LLC25,812$20.6M0.04%+16,507+177.4%Added
UBS Asset Management Americas Inc25,681$20.5M0.00%+76+0.3%Added
New York State Common Retirement Fund25,522$20.4M0.03%−1,653−6.1%Reduced
Creative Planning24,730$19.7M0.01%+2,634+11.9%Added
Van Eck Associates Corp22,584$18.0M0.01%+8,131+56.3%Added
Connor, Clark & Lunn Investment Management Ltd.21,653$17.3M0.03%+18,189+525.1%Added
Neuberger Berman Group LLC21,322$17.0M0.01%+20,425+2,277.0%Added
SEI Investments Co21,151$16.9M0.01%−17,444−45.2%Reduced
Oberweis Asset Management Inc21,120$16.9M0.35%−12,202−36.6%Reduced
Millennium Management LLC21,031$16.8M0.01%+8,079+62.4%Added
Sit Investment Associates Inc20,197$16.1M0.31%−4,643−18.7%Reduced
Bearing Point Capital, LLC19,760$15.8M2.13%−45−0.2%Reduced
Thames Capital Management LLC19,514$15.6M1.28%−16,944−46.5%Reduced
Axiom Investors LLC18,681$14.9M0.13%−9,284−33.2%Reduced
TrimTabs Asset Management, LLC18,518$14.8M2.72%−6,255−25.2%Reduced
Amundi18,517$14.8M0.00%+16,214+704.0%Added
Toroso Investments, LLC17,921$14.3M0.03%+11,205+166.8%Added
Bessemer Group Inc17,677$14.1M0.02%+17,347+5,256.7%Added
Algert Global LLC17,369$13.9M0.16%+9,809+129.7%Added
Prudential Financial Inc17,024$13.6M0.01%+1,492+9.6%Added
Mercer Global Advisors Inc17,012$13.6M0.02%−1,742−9.3%Reduced
Mirae Asset Global Investments Co., Ltd.16,710$13.3M0.03%+16,710New
CVFG LLC16,596$13.3M1.39%−3,555−17.6%Reduced
Wellington Management Group LLP15,975$12.8M0.00%+15,975New
California State Teachers Retirement System15,652$12.5M0.01%−444−2.8%Reduced
Credit Agricole S A15,579$12.4M0.03%00.0%Unchanged
Essex Investment Management Co LLC15,467$12.4M1.62%−631−3.9%Reduced
Temasek Holdings (Private) Ltd15,236$12.2M0.03%−14,200−48.2%Reduced
Nicholas Investment Partners, LP14,190$11.3M0.64%+2,928+26.0%Added
Susquehanna International Group, LLP13,793$11.0M0.01%−16,694−54.8%Reduced
Alliancebernstein L.P.17,966$9.79M0.00%+700+4.1%Added