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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, Q4 2021

Institutional positions in Argan Inc as of Dec 31, 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
129
+12 vs. Q3 2021
Shares held
13.2M
−92.7K (−0.7%) vs. Q3 2021
Total value
$509.2M
−$69.6M (−12.0%) vs. Q3 2021
New holders
20
51 more added
Sold out
8
36 more reduced

Compare with Q3 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 holdersQ4 2021: 129 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 heldQ4 2021: $509.2M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2021.

Institutions holding AGX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,847,863$71.5M0.76%+54,800+3.1%Added
BlackRock Inc.1,253,688$48.5M0.00%+55,272+4.6%Added
Vanguard Group Inc848,240$32.8M0.00%+17,660+2.1%Added
Dimensional Fund Advisors LP694,102$26.9M0.01%−5,929−0.8%Reduced
JPMorgan Chase & Co629,025$24.3M0.00%+82,514+15.1%Added
FMR LLC602,664$23.3M0.00%+114,839+23.5%Added
Franklin Resources Inc483,992$18.7M0.01%−580,535−54.5%Reduced
Renaissance Technologies LLC483,799$18.7M0.02%−10,297−2.1%Reduced
Ashford Capital Management Inc460,043$17.8M1.77%−510,837−52.6%Reduced
AltraVue Capital, LLC431,086$16.7M2.21%+3,600+0.8%Added
Royce & Associates LP365,500$14.1M0.11%+53,500+17.1%Added
State Street Corp294,058$11.4M0.00%−194−0.1%Reduced
Mirae Asset Global Investments Co., Ltd.292,740$11.3M0.02%+38,276+15.0%Added
John G Ullman & Associates Inc247,892$9.59M1.32%−67,144−21.3%Reduced
Geode Capital Management, LLC247,464$9.57M0.00%+3,287+1.3%Added
Russell Investments Group, Ltd.238,105$9.21M0.01%+15,225+6.8%Added
Goldman Sachs Group Inc214,838$8.31M0.00%+57,564+36.6%Added
Victory Capital Management Inc205,360$7.95M0.01%+28,214+15.9%Added
Charles Schwab Investment Management Inc187,336$7.25M0.00%+10,023+5.7%Added
Investment Management of Virginia LLC163,539$6.33M1.02%−4,177−2.5%Reduced
Northern Trust Corp160,108$6.19M0.00%−2,936−1.8%Reduced
Raymond James & Associates152,867$5.91M0.00%−35,125−18.7%Reduced
Bank of New York Mellon Corp116,299$4.50M0.00%+5,939+5.4%Added
Jacobs Levy Equity Management, Inc115,007$4.45M0.03%−7,035−5.8%Reduced
Keeley-Teton Advisors, LLC109,506$4.24M0.45%−284−0.3%Reduced
First Trust Advisors LP104,120$4.03M0.00%−28,068−21.2%Reduced
Azarias Capital Management, L.P.100,374$3.88M3.48%+100,374New
Dean Investment Associates, LLC98,723$3.82M0.67%+12,815+14.9%Added
Legato Capital Management LLC93,105$3.60M0.67%00.0%Unchanged
AQR Capital Management LLC81,953$3.17M0.01%+37,368+83.8%Added
New York State Common Retirement Fund81,518$3.15M0.00%+320.0%Added
Money Concepts Capital Corp71,758$2.78M0.23%+71,758New
Morgan Stanley70,298$2.72M0.00%+19,980+39.7%Added
American Century Companies Inc68,446$2.65M0.00%+49,018+252.3%Added
Dean Capital Management66,724$2.58M2.22%+11,063+19.9%Added
Allen Investment Management LLC60,077$2.32M0.03%+60,077New
Nuveen Asset Management, LLC60,198$2.21M0.00%−1,671−2.7%Reduced
Euclidean Technologies Management, LLC56,681$2.19M1.83%+7,681+15.7%Added
Hillsdale Investment Management Inc.54,700$2.12M0.14%00.0%Unchanged
Two Sigma Advisers, LP54,300$2.10M0.01%+41,300+317.7%Added
Boston Partners49,795$1.93M0.00%+6,170+14.1%Added
Parthenon LLC45,657$1.77M0.25%00.0%Unchanged
Los Angeles Capital Management LLC45,606$1.76M0.01%+45,606New
Cetera Advisors LLC40,371$1.56M0.03%−76,118−65.3%Reduced
Panagora Asset Management Inc40,308$1.56M0.01%+40,308New
Comerica Bank39,404$1.53M0.01%−1,000−2.5%Reduced
Martingale Asset Management L P35,391$1.37M0.02%+21,076+147.2%Added
Swiss National Bank34,600$1.34M0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund33,900$1.31M0.00%+33,900New
Kokino LLC32,821$1.27M3.39%+32,821New
Allen Operations LLC32,800$1.27M0.18%00.0%Unchanged
Allen Holding Inc31,716$1.23M0.16%00.0%Unchanged
Invesco Ltd.30,337$1.17M0.00%+2,676+9.7%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial27,500$1.06M0.03%00.0%Unchanged
Two Sigma Investments, LP25,924$1.00M0.00%+25,924New
Bank of America Corp25,019$968.0K0.00%+13,734+121.7%Added
Pinnacle Holdings, LLC24,826$960.5K0.40%+815+3.4%Added
Stifel Financial Corp24,240$938.0K0.00%+8,647+55.5%Added
Rhumbline Advisers23,808$921.0K0.00%−271−1.1%Reduced
Norges Bank23,400$905.0K0.00%+23,400New
Barclays PLC22,825$883.0K0.00%+16,728+274.4%Added
Gould Capital, LLC22,383$866.0K0.61%+22,383New
California State Teachers Retirement System21,436$829.0K0.00%+436+2.1%Added
Cubic Asset Management, LLC21,180$819.0K0.19%00.0%Unchanged
Aristides Capital LLC21,000$812.0K0.47%00.0%Unchanged
Winton Group Ltd20,252$784.0K0.05%−21,584−51.6%Reduced
State of Tennessee, Treasury Department19,665$761.0K0.00%+7,408+60.4%Added
STRS Ohio19,100$738.0K0.00%00.0%Unchanged
Engineers Gate Manager LP18,951$733.0K0.03%+18,951New
Credit Suisse AG18,708$724.0K0.00%−1,191−6.0%Reduced
Cardinal Capital Management16,646$644.0K0.13%+217+1.3%Added
UBS Asset Management Americas Inc16,205$627.0K0.00%+1,749+12.1%Added
HighTower Advisors, LLC16,152$624.0K0.00%+197+1.2%Added
Robeco Institutional Asset Management B.V.14,094$545.0K0.00%−46−0.3%Reduced
SEI Investments Co13,899$538.0K0.00%+13,899New
Cresset Asset Management, LLC13,679$530.0K0.01%+8,956+189.6%Added
Citadel Advisors LLC12,826$496.0K0.00%+3,098+31.8%Added
UBS Group AG10,512$406.0K0.00%+7,344+231.8%Added
Truist Financial Corp10,000$387.0K0.00%00.0%Unchanged
Prudential Financial Inc9,617$375.0K0.00%+9,617New
Public Employees Retirement System of Ohio9,143$354.0K0.00%+98+1.1%Added
Allianz Asset Management GmbH9,089$352.0K0.00%−1,595−14.9%Reduced
Deutsche Bank AG9,064$351.0K0.00%+433+5.0%Added
BNP Paribas Arbitrage, SA8,772$339.4K0.00%+4,572+108.9%Added
Wells Fargo & Company8,588$332.0K0.00%+6,709+357.1%Added
Manufacturers Life Insurance Company, The8,358$323.0K0.00%+55+0.7%Added
Putnam Investments LLC8,313$322.0K0.00%+8,313New
US Bancorp8,307$321.0K0.00%−6−0.1%Reduced
Citigroup Inc8,095$313.0K0.00%+2,771+52.0%Added
Penn Mutual Asset Management, LLC8,065$312.0K0.33%+1,825+29.2%Added
American International Group, Inc.7,928$307.0K0.00%−237−2.9%Reduced
IndexIQ Advisors LLC7,916$306.0K0.01%−511−6.1%Reduced
HSBC Holdings PLC7,861$301.0K0.00%+7,861New
Parametric Portfolio Associates LLC7,721$299.0K0.00%−1,423−15.6%Reduced
Susquehanna International Group, LLP7,369$285.0K0.00%+2,501+51.4%Added
Legal & General Group Plc6,616$256.0K0.00%−74−1.1%Reduced
MetLife Investment Management6,140$237.6K0.00%00.0%Unchanged
Voya Investment Management LLC6,128$237.0K0.00%−126−2.0%Reduced
Northwestern Mutual Wealth Management Co6,002$232.0K0.00%+20.0%Added
Unison Advisors LLC5,721$222.0K0.05%+31+0.5%Added