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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; 569 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 2021

Institutional positions in Argan Inc as of Jun 30, 2021. 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
126
−10 vs. Q1 2021
Shares held
13.3M
−284.1K (−2.1%) vs. Q1 2021
Total value
$634.9M
−$89.0M (−12.3%) vs. Q1 2021
New holders
11
51 more added
Sold out
21
43 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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 2021: 126 institutions
Q1 2021: 138 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: 245 institutionsQ4 2024: 277 institutionsQ1 2025: 294 institutionsQ2 2025: 357 institutionsQ3 2025: 394 institutionsQ4 2025: 438 institutionsQ1 2026: 500 institutionsQ2 2026: 569 institutions
Value heldQ2 2021: $634.9M
Q1 2021: $726.2MQ2 2021: $634.9MQ3 2021: $578.9MQ4 2021: $509.2MQ1 2022: $505.5MQ2 2022: $439.0MQ3 2022: $365.0MQ4 2022: $409.0MQ1 2023: $440.8MQ2 2023: $417.0MQ3 2023: $473.9MQ4 2023: $494.8MQ1 2024: $530.2MQ2 2024: $818.5MQ3 2024: $1.21BQ4 2024: $1.59BQ1 2025: $1.51BQ2 2025: $2.66BQ3 2025: $3.49BQ4 2025: $3.99BQ1 2026: $7.68BQ2 2026: $11.4B
Institutions holding AGX and their total value by quarter
QuarterHoldersValue
Q2 2026569$11.4B
Q1 2026500$7.68B
Q4 2025438$3.99B
Q3 2025394$3.49B
Q2 2025357$2.66B
Q1 2025294$1.51B
Q4 2024277$1.59B
Q3 2024245$1.21B
Q2 2024206$818.5M
Q1 2024160$530.2M
Q4 2023149$494.8M
Q3 2023140$473.9M
Q2 2023128$417.0M
Q1 2023124$440.8M
Q4 2022118$409.0M
Q3 2022118$365.0M
Q2 2022116$439.0M
Q1 2022137$505.5M
Q4 2021129$509.2M
Q3 2021117$578.9M
Q2 2021126$634.9M
Q1 2021138$726.2M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2021.

Institutions holding AGX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,774,986$84.8M0.91%+44,619+2.6%Added
Franklin Resources Inc1,399,941$66.9M0.03%+177,879+14.6%Added
BlackRock Inc.1,214,349$58.0M0.00%−34,623−2.8%Reduced
Ashford Capital Management Inc978,720$46.8M4.22%−14,150−1.4%Reduced
Vanguard Group Inc827,101$39.5M0.00%+19,970+2.5%Added
Dimensional Fund Advisors LP697,778$33.3M0.01%−27,194−3.8%Reduced
JPMorgan Chase & Co607,757$29.0M0.00%−61,437−9.2%Reduced
Renaissance Technologies LLC496,599$23.7M0.03%−24,397−4.7%Reduced
John G Ullman & Associates Inc339,833$16.2M2.12%−7,800−2.2%Reduced
AltraVue Capital, LLC335,726$16.0M2.84%+42,103+14.3%Added
FMR LLC326,554$15.6M0.00%+49,320+17.8%Added
State Street Corp303,532$14.5M0.00%+20,545+7.3%Added
Royce & Associates LP280,000$13.4M0.09%+38,500+15.9%Added
Geode Capital Management, LLC242,647$11.6M0.00%+3,537+1.5%Added
Russell Investments Group, Ltd.232,044$11.1M0.02%−166,683−41.8%Reduced
Mirae Asset Global Investments Co., Ltd.214,789$10.3M0.03%+75,420+54.1%Added
Raymond James & Associates187,486$8.96M0.01%−3,748−2.0%Reduced
Wellington Management Group LLP173,071$8.27M0.00%−427,056−71.2%Reduced
Investment Management of Virginia LLC167,640$8.01M1.54%−564−0.3%Reduced
Charles Schwab Investment Management Inc166,748$7.97M0.00%+5,658+3.5%Added
Northern Trust Corp163,160$7.80M0.00%+2,330+1.4%Added
Jacobs Levy Equity Management, Inc139,777$6.68M0.05%+66,503+90.8%Added
Victory Capital Management Inc125,805$6.01M0.01%+37,311+42.2%Added
Keeley-Teton Advisors, LLC110,044$5.26M0.55%−134−0.1%Reduced
Bank of New York Mellon Corp106,618$5.09M0.00%−1,396−1.3%Reduced
Goldman Sachs Group Inc102,870$4.92M0.00%+86,929+545.3%Added
Dean Investment Associates, LLC79,305$3.79M0.70%+5,374+7.3%Added
Legato Capital Management LLC75,485$3.61M0.51%+2,140+2.9%Added
New York State Common Retirement Fund70,738$3.38M0.00%+1,564+2.3%Added
Nuveen Asset Management, LLC69,107$3.30M0.00%−1,093−1.6%Reduced
Boothbay Fund Management, LLC66,993$3.20M0.13%−5,511−7.6%Reduced
Morgan Stanley65,527$3.13M0.00%+60,089+1,105.0%Added
Cetera Advisors LLC62,748$3.00M0.07%+102+0.2%Added
Hillsdale Investment Management Inc.54,700$2.61M0.21%00.0%Unchanged
Dean Capital Management51,960$2.48M2.28%−15,033−22.4%Reduced
Parthenon LLC45,657$2.18M0.33%−4,000−8.1%Reduced
Boston Partners45,199$2.16M0.00%−23,127−33.8%Reduced
Invesco Ltd.44,357$2.12M0.00%+19,088+75.5%Added
Winton Group Ltd38,408$1.84M0.10%+6,286+19.6%Added
AQR Capital Management LLC38,402$1.83M0.00%+1,401+3.8%Added
Swiss National Bank34,600$1.65M0.00%+900+2.7%Added
Allen Operations LLC32,800$1.57M0.27%00.0%Unchanged
Allen Holding Inc31,716$1.52M0.23%00.0%Unchanged
Arrowstreet Capital, Limited Partnership30,949$1.48M0.00%+2,599+9.2%Added
Susquehanna International Group, LLP28,504$1.36M0.00%+19,144+204.5%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial27,500$1.31M0.04%−32,500−54.2%Reduced
Cornercap Investment Counsel Inc24,986$1.19M0.13%+1,819+7.9%Added
Rhumbline Advisers23,471$1.12M0.00%−2,453−9.5%Reduced
Pinnacle Holdings, LLC22,850$1.09M0.50%−640−2.7%Reduced
Cubic Asset Management, LLC21,230$1.01M0.25%00.0%Unchanged
Two Sigma Advisers, LP20,900$999.0K0.00%+2,100+11.2%Added
Aristides Capital LLC21,000$998.0K0.77%+7,000+50.0%Added
California State Teachers Retirement System20,526$981.0K0.00%−1,696−7.6%Reduced
Credit Suisse AG18,433$873.0K0.00%−982−5.1%Reduced
American Century Companies Inc18,142$867.0K0.00%+3,892+27.3%Added
STRS Ohio18,100$864.0K0.00%+1,700+10.4%Added
Cardinal Capital Management16,186$774.0K0.16%+118+0.7%Added
Stifel Financial Corp15,791$755.0K0.00%−18−0.1%Reduced
HighTower Advisors, LLC15,394$734.0K0.00%+1,678+12.2%Added
Robeco Institutional Asset Management B.V.14,754$706.0K0.00%+9,011+156.9%Added
Hantz Financial Services, Inc.14,207$679.0K0.02%+14,207New
QS Investors, LLC12,893$617.0K0.01%−11,900−48.0%Reduced
Citadel Advisors LLC12,903$617.0K0.00%−6,471−33.4%Reduced
UBS Asset Management Americas Inc12,556$600.1K0.00%+1,047+9.1%Added
Bank of America Corp11,127$531.0K0.00%−15,846−58.7%Reduced
Two Sigma Investments, LP10,276$491.0K0.00%+10,276New
Jump Financial, LLC10,100$483.0K0.05%+10,100New
Truist Financial Corp10,000$478.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio9,462$452.0K0.00%+8,304+717.1%Added
Gsa Capital Partners LLP8,923$426.0K0.05%+4,485+101.1%Added
Deutsche Bank AG8,903$425.0K0.00%−588−6.2%Reduced
Manufacturers Life Insurance Company, The8,840$422.0K0.00%+343+4.0%Added
American International Group, Inc.8,359$399.0K0.00%−230−2.7%Reduced
US Bancorp8,300$397.0K0.00%00.0%Unchanged
IndexIQ Advisors LLC7,583$362.0K0.01%−146−1.9%Reduced
Marshall Wace, LLP7,576$362.0K0.00%+7,576New
Panagora Asset Management Inc7,261$347.0K0.00%+1,858+34.4%Added
Parametric Portfolio Associates LLC6,566$314.0K0.00%+909+16.1%Added
Summit Global Investments6,311$302.0K0.02%−6,200−49.6%Reduced
Voya Investment Management LLC6,254$299.0K0.00%−549−8.1%Reduced
Citigroup Inc6,267$299.0K0.00%−73−1.2%Reduced
MetLife Investment Management6,140$293.4K0.00%00.0%Unchanged
AXA S.A.5,900$282.0K0.00%+5,900New
Susquehanna Fundamental Investments, LLC5,727$274.0K0.01%+201+3.6%Added
Unison Advisors LLC5,662$271.0K0.05%00.0%Unchanged
ExodusPoint Capital Management, LP5,656$270.0K0.00%−20,979−78.8%Reduced
Bailard, Inc.5,600$268.0K0.01%+5,600New
State of Tennessee, Treasury Department5,255$251.0K0.00%00.0%Unchanged
Raymond James Trust N.A.5,206$249.0K0.01%+1,007+24.0%Added
Mission Wealth Management, LP5,000$239.0K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd4,980$238.0K0.02%+4,980New
Metropolitan Life Insurance Co4,913$234.8K0.00%+296+6.4%Added
Engineers Gate Manager LP4,757$227.0K0.01%−1,013−17.6%Reduced
Penn Mutual Asset Management, LLC4,485$214.0K0.27%+4,485New
Arizona State Retirement System4,265$204.0K0.00%−68−1.6%Reduced
State Board of Administration of Florida Retirement System4,196$201.0K0.00%+87+2.1%Added
Royal Bank of Canada3,888$185.0K0.00%+271+7.5%Added
Legal & General Group Plc3,399$162.0K0.00%+273+8.7%Added
UBS Group AG2,287$110.0K0.00%−2,954−56.4%Reduced
BNP Paribas Arbitrage, SA2,097$100.2K0.00%−4,921−70.1%Reduced