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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
Legato Capital Management LLC93,105$3.60M0.67%00.0%Unchanged
Dean Investment Associates, LLC98,723$3.82M0.67%+12,815+14.9%Added
Azarias Capital Management, L.P.100,374$3.88M3.48%+100,374New
First Trust Advisors LP104,120$4.03M0.00%−28,068−21.2%Reduced
Keeley-Teton Advisors, LLC109,506$4.24M0.45%−284−0.3%Reduced
Jacobs Levy Equity Management, Inc115,007$4.45M0.03%−7,035−5.8%Reduced
Bank of New York Mellon Corp116,299$4.50M0.00%+5,939+5.4%Added
Raymond James & Associates152,867$5.91M0.00%−35,125−18.7%Reduced
Northern Trust Corp160,108$6.19M0.00%−2,936−1.8%Reduced
Investment Management of Virginia LLC163,539$6.33M1.02%−4,177−2.5%Reduced
Charles Schwab Investment Management Inc187,336$7.25M0.00%+10,023+5.7%Added
Victory Capital Management Inc205,360$7.95M0.01%+28,214+15.9%Added
Goldman Sachs Group Inc214,838$8.31M0.00%+57,564+36.6%Added
Russell Investments Group, Ltd.238,105$9.21M0.01%+15,225+6.8%Added
Geode Capital Management, LLC247,464$9.57M0.00%+3,287+1.3%Added
John G Ullman & Associates Inc247,892$9.59M1.32%−67,144−21.3%Reduced
Mirae Asset Global Investments Co., Ltd.292,740$11.3M0.02%+38,276+15.0%Added
State Street Corp294,058$11.4M0.00%−194−0.1%Reduced
Royce & Associates LP365,500$14.1M0.11%+53,500+17.1%Added
AltraVue Capital, LLC431,086$16.7M2.21%+3,600+0.8%Added
Ashford Capital Management Inc460,043$17.8M1.77%−510,837−52.6%Reduced
Renaissance Technologies LLC483,799$18.7M0.02%−10,297−2.1%Reduced
Franklin Resources Inc483,992$18.7M0.01%−580,535−54.5%Reduced
FMR LLC602,664$23.3M0.00%+114,839+23.5%Added
JPMorgan Chase & Co629,025$24.3M0.00%+82,514+15.1%Added
Dimensional Fund Advisors LP694,102$26.9M0.01%−5,929−0.8%Reduced
Vanguard Group Inc848,240$32.8M0.00%+17,660+2.1%Added
BlackRock Inc.1,253,688$48.5M0.00%+55,272+4.6%Added
River Road Asset Management, LLC1,847,863$71.5M0.76%+54,800+3.1%Added
Aviva PLC0$00.00%−35,907−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−19,272−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−7,317−100.0%Sold out
Raymond James Trust N.A.0$00.00%−5,169−100.0%Sold out
Mission Wealth Management, LP0$00.00%−5,000−100.0%Sold out
Bailard, Inc.0$00.00%−4,800−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−10−100.0%Sold out
Centiva Capital, LP0$00.00%−3,624−100.0%Sold out