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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
Goldman Sachs Group Inc102,870$4.92M0.00%+86,929+545.3%Added
Bank of New York Mellon Corp106,618$5.09M0.00%−1,396−1.3%Reduced
Keeley-Teton Advisors, LLC110,044$5.26M0.55%−134−0.1%Reduced
Victory Capital Management Inc125,805$6.01M0.01%+37,311+42.2%Added
Jacobs Levy Equity Management, Inc139,777$6.68M0.05%+66,503+90.8%Added
Northern Trust Corp163,160$7.80M0.00%+2,330+1.4%Added
Charles Schwab Investment Management Inc166,748$7.97M0.00%+5,658+3.5%Added
Investment Management of Virginia LLC167,640$8.01M1.54%−564−0.3%Reduced
Wellington Management Group LLP173,071$8.27M0.00%−427,056−71.2%Reduced
Raymond James & Associates187,486$8.96M0.01%−3,748−2.0%Reduced
Mirae Asset Global Investments Co., Ltd.214,789$10.3M0.03%+75,420+54.1%Added
Russell Investments Group, Ltd.232,044$11.1M0.02%−166,683−41.8%Reduced
Geode Capital Management, LLC242,647$11.6M0.00%+3,537+1.5%Added
Royce & Associates LP280,000$13.4M0.09%+38,500+15.9%Added
State Street Corp303,532$14.5M0.00%+20,545+7.3%Added
FMR LLC326,554$15.6M0.00%+49,320+17.8%Added
AltraVue Capital, LLC335,726$16.0M2.84%+42,103+14.3%Added
John G Ullman & Associates Inc339,833$16.2M2.12%−7,800−2.2%Reduced
Renaissance Technologies LLC496,599$23.7M0.03%−24,397−4.7%Reduced
JPMorgan Chase & Co607,757$29.0M0.00%−61,437−9.2%Reduced
Dimensional Fund Advisors LP697,778$33.3M0.01%−27,194−3.8%Reduced
Vanguard Group Inc827,101$39.5M0.00%+19,970+2.5%Added
Ashford Capital Management Inc978,720$46.8M4.22%−14,150−1.4%Reduced
BlackRock Inc.1,214,349$58.0M0.00%−34,623−2.8%Reduced
Franklin Resources Inc1,399,941$66.9M0.03%+177,879+14.6%Added
River Road Asset Management, LLC1,774,986$84.8M0.91%+44,619+2.6%Added
Welch Capital Partners LLC0$00.00%−74,502−100.0%Sold out
Shaker Investments LLC0$00.00%−32,695−100.0%Sold out
California Public Employees Retirement System0$00.00%−30,000−100.0%Sold out
Prudential Financial Inc0$00.00%−23,276−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−15,560−100.0%Sold out
Athanor Capital, LP0$00.00%−14,341−100.0%Sold out
Allstate Corp0$00.00%−9,141−100.0%Sold out
HRT Financial LP0$00.00%−8,513−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−6,600−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−5,456−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−4,714−100.0%Sold out
Alliancebernstein L.P.0$00.00%−4,017−100.0%Sold out
Court Place Advisors, LLC0$00.00%−4,000−100.0%Sold out
ProShare Advisors LLC0$00.00%−3,939−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,000−100.0%Sold out
Bank of Montreal0$00.00%−1,207−100.0%Sold out
Cutler Group LP0$00.00%−200−100.0%Sold out
Simplex Trading, LLC0$00.00%−110−100.0%Sold out
Ellevest, Inc.0$00.00%−80−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−58−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−48−100.0%Sold out
Money Concepts Capital Corp––––Not filed
Tompkins Financial Corp––––Not filed