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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, Q3 2021

Institutional positions in Argan Inc as of Sep 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
117
−8 vs. Q2 2021
Shares held
13.3M
−14.3K (−0.1%) vs. Q2 2021
Total value
$578.9M
−$55.4M (−8.7%) vs. Q2 2021
New holders
12
49 more added
Sold out
20
34 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 117 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 heldQ3 2021: $578.9M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q2 2021.

Institutions holding AGX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,793,063$78.3M0.87%+18,077+1.0%Added
BlackRock Inc.1,198,416$52.3M0.00%−15,933−1.3%Reduced
Franklin Resources Inc1,064,527$46.5M0.02%−335,414−24.0%Reduced
Ashford Capital Management Inc970,880$42.4M3.85%−7,840−0.8%Reduced
Vanguard Group Inc830,580$36.3M0.00%+3,479+0.4%Added
Dimensional Fund Advisors LP700,031$30.6M0.01%+2,253+0.3%Added
JPMorgan Chase & Co546,511$23.9M0.00%−61,246−10.1%Reduced
Renaissance Technologies LLC494,096$21.6M0.03%−2,503−0.5%Reduced
FMR LLC487,825$21.3M0.00%+161,271+49.4%Added
AltraVue Capital, LLC427,486$18.7M2.76%+91,760+27.3%Added
John G Ullman & Associates Inc315,036$13.8M1.87%−24,797−7.3%Reduced
Royce & Associates LP312,000$13.6M0.10%+32,000+11.4%Added
State Street Corp294,252$12.8M0.00%−9,280−3.1%Reduced
Mirae Asset Global Investments Co., Ltd.254,464$11.1M0.03%+39,675+18.5%Added
Geode Capital Management, LLC244,177$10.7M0.00%+1,530+0.6%Added
Russell Investments Group, Ltd.222,880$9.73M0.02%−9,164−3.9%Reduced
Raymond James & Associates187,992$8.21M0.01%+506+0.3%Added
Charles Schwab Investment Management Inc177,313$7.74M0.00%+10,565+6.3%Added
Victory Capital Management Inc177,146$7.74M0.01%+51,341+40.8%Added
Investment Management of Virginia LLC167,716$7.32M1.41%+760.0%Added
Northern Trust Corp163,044$7.12M0.00%−116−0.1%Reduced
Goldman Sachs Group Inc157,274$6.87M0.00%+54,404+52.9%Added
First Trust Advisors LP132,188$5.77M0.01%+132,188New
Jacobs Levy Equity Management, Inc122,042$5.33M0.04%−17,735−12.7%Reduced
Cetera Advisors LLC116,489$5.09M0.10%+53,741+85.6%Added
Bank of New York Mellon Corp110,360$4.82M0.00%+3,742+3.5%Added
Keeley-Teton Advisors, LLC109,790$4.79M0.52%−254−0.2%Reduced
Legato Capital Management LLC93,105$4.07M0.77%+17,620+23.3%Added
Dean Investment Associates, LLC85,908$3.75M0.71%+6,603+8.3%Added
New York State Common Retirement Fund81,486$3.56M0.00%+10,748+15.2%Added
Nuveen Asset Management, LLC61,869$2.72M0.00%−7,238−10.5%Reduced
Dean Capital Management55,661$2.43M2.25%+3,701+7.1%Added
Hillsdale Investment Management Inc.54,700$2.39M0.18%00.0%Unchanged
Morgan Stanley50,318$2.20M0.00%−15,209−23.2%Reduced
Euclidean Technologies Management, LLC49,000$2.14M1.86%+49,000New
Parthenon LLC45,657$1.99M0.30%00.0%Unchanged
AQR Capital Management LLC44,585$1.95M0.00%+6,183+16.1%Added
Boston Partners43,625$1.91M0.00%−1,574−3.5%Reduced
Winton Group Ltd41,836$1.83M0.10%+3,428+8.9%Added
Comerica Bank40,404$1.79M0.01%+40,404New
Aviva PLC35,907$1.57M0.01%+35,907New
Swiss National Bank34,600$1.51M0.00%00.0%Unchanged
Allen Operations LLC32,800$1.43M0.22%00.0%Unchanged
Allen Holding Inc31,716$1.39M0.20%00.0%Unchanged
Invesco Ltd.27,661$1.21M0.00%−16,696−37.6%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial27,500$1.20M0.04%00.0%Unchanged
Rhumbline Advisers24,079$1.05M0.00%+608+2.6%Added
Pinnacle Holdings, LLC24,011$1.05M0.46%+1,161+5.1%Added
Cubic Asset Management, LLC21,180$925.0K0.23%−50−0.2%Reduced
Aristides Capital LLC21,000$917.0K0.68%00.0%Unchanged
California State Teachers Retirement System21,000$917.0K0.00%+474+2.3%Added
Credit Suisse AG19,899$868.0K0.00%+1,466+8.0%Added
American Century Companies Inc19,428$848.0K0.00%+1,286+7.1%Added
Boothbay Fund Management, LLC19,272$842.0K0.03%−47,721−71.2%Reduced
STRS Ohio19,100$834.0K0.00%+1,000+5.5%Added
Cardinal Capital Management16,429$717.0K0.16%+243+1.5%Added
HighTower Advisors, LLC15,955$696.0K0.00%+561+3.6%Added
Stifel Financial Corp15,593$681.0K0.00%−198−1.3%Reduced
UBS Asset Management Americas Inc14,456$631.3K0.00%+1,900+15.1%Added
Martingale Asset Management L P14,315$626.0K0.01%+14,315New
Robeco Institutional Asset Management B.V.14,140$617.0K0.00%−614−4.2%Reduced
Two Sigma Advisers, LP13,000$568.0K0.00%−7,900−37.8%Reduced
State of Tennessee, Treasury Department12,257$536.0K0.00%+7,002+133.2%Added
Bank of America Corp11,285$493.0K0.00%+158+1.4%Added
Allianz Asset Management GmbH10,684$467.0K0.00%+10,684New
SG Americas Securities, LLC10,238$447.0K0.00%+10,238New
Truist Financial Corp10,000$437.0K0.00%00.0%Unchanged
Citadel Advisors LLC9,728$425.0K0.00%−3,175−24.6%Reduced
Parametric Portfolio Associates LLC9,144$399.0K0.00%+2,578+39.3%Added
Public Employees Retirement System of Ohio9,045$395.0K0.00%−417−4.4%Reduced
Deutsche Bank AG8,631$377.0K0.00%−272−3.1%Reduced
IndexIQ Advisors LLC8,427$368.0K0.01%+844+11.1%Added
Manufacturers Life Insurance Company, The8,303$363.0K0.00%−537−6.1%Reduced
US Bancorp8,313$363.0K0.00%+13+0.2%Added
American International Group, Inc.8,165$357.0K0.00%−194−2.3%Reduced
Susquehanna Fundamental Investments, LLC7,689$336.0K0.01%+1,962+34.3%Added
Sawtooth Solutions, LLC7,317$320.0K0.05%+7,317New
Legal & General Group Plc6,690$293.0K0.00%+3,291+96.8%Added
Penn Mutual Asset Management, LLC6,240$277.0K0.44%+1,755+39.1%Added
Voya Investment Management LLC6,254$273.0K0.00%00.0%Unchanged
MetLife Investment Management6,140$268.1K0.00%00.0%Unchanged
Barclays PLC6,097$266.0K0.00%+4,189+219.5%Added
Northwestern Mutual Wealth Management Co6,000$262.0K0.00%+6,000New
Unison Advisors LLC5,690$248.0K0.06%+28+0.5%Added
Citigroup Inc5,324$232.0K0.00%−943−15.0%Reduced
Raymond James Trust N.A.5,169$226.0K0.01%−37−0.7%Reduced
Mission Wealth Management, LP5,000$218.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP4,868$213.0K0.00%−23,636−82.9%Reduced
Bailard, Inc.4,800$210.0K0.01%−800−14.3%Reduced
Cresset Asset Management, LLC4,723$207.0K0.00%+4,723New
Royal Bank of Canada4,619$202.0K0.00%+731+18.8%Added
BNP Paribas Arbitrage, SA4,200$183.4K0.00%+2,103+100.3%Added
Metropolitan Life Insurance Co3,839$167.6K0.00%−1,074−21.9%Reduced
UBS Group AG3,168$138.0K0.00%+881+38.5%Added
Acadian Asset Management LLC2,458$106.0K0.00%+1,603+187.5%Added
Advisor Group Holdings, Inc.1,905$83.0K0.00%+1,753+1,153.3%Added
Wells Fargo & Company1,879$82.0K0.00%+520+38.3%Added
Lazard Asset Management LLC1,833$80.0K0.00%−94−4.9%Reduced
NEXT Financial Group, Inc1,500$66.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,319$58.0K0.00%00.0%Unchanged