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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, Q1 2022

Institutional positions in Argan Inc as of Mar 31, 2022. 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
137
+9 vs. Q4 2021
Shares held
12.5M
−699.1K (−5.3%) vs. Q4 2021
Total value
$505.5M
−$3.72M (−0.7%) vs. Q4 2021
New holders
22
48 more added
Sold out
13
44 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 137 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 heldQ1 2022: $505.5M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q4 2021.

Institutions holding AGX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,877,626$76.2M0.84%+29,763+1.6%Added
BlackRock Inc.1,259,175$51.1M0.00%+5,487+0.4%Added
Vanguard Group Inc804,996$32.7M0.00%−43,244−5.1%Reduced
Dimensional Fund Advisors LP763,161$31.0M0.01%+69,059+9.9%Added
FMR LLC609,978$24.8M0.00%+7,314+1.2%Added
JPMorgan Chase & Co600,164$24.4M0.00%−28,861−4.6%Reduced
Renaissance Technologies LLC483,299$19.6M0.02%−500−0.1%Reduced
AltraVue Capital, LLC430,146$17.5M2.37%−940−0.2%Reduced
Mirae Asset Global Investments Co., Ltd.389,705$15.8M0.03%+96,965+33.1%Added
State Street Corp376,082$15.3M0.00%+82,024+27.9%Added
Ashford Capital Management Inc283,334$11.5M1.24%−176,709−38.4%Reduced
John G Ullman & Associates Inc266,010$10.8M1.50%+18,118+7.3%Added
Geode Capital Management, LLC252,947$10.3M0.00%+5,483+2.2%Added
Russell Investments Group, Ltd.222,721$9.04M0.02%−15,384−6.5%Reduced
Goldman Sachs Group Inc218,647$8.87M0.00%+3,809+1.8%Added
Royce & Associates LP214,279$8.70M0.07%−151,221−41.4%Reduced
Charles Schwab Investment Management Inc198,874$8.07M0.00%+11,538+6.2%Added
Jacobs Levy Equity Management, Inc163,930$6.65M0.04%+48,923+42.5%Added
Raymond James & Associates160,553$6.52M0.01%+7,686+5.0%Added
Northern Trust Corp153,879$6.25M0.00%−6,229−3.9%Reduced
First Trust Advisors LP123,059$5.00M0.01%+18,939+18.2%Added
Bank of New York Mellon Corp120,094$4.87M0.00%+3,795+3.3%Added
Investment Management of Virginia LLC108,334$4.40M0.77%−55,205−33.8%Reduced
Keeley-Teton Advisors, LLC106,856$4.34M0.45%−2,650−2.4%Reduced
Dean Investment Associates, LLC103,445$4.20M0.75%+4,722+4.8%Added
Azarias Capital Management, L.P.95,303$3.87M3.36%−5,071−5.1%Reduced
Legato Capital Management LLC93,105$3.78M0.77%00.0%Unchanged
Money Concepts Capital Corp89,854$3.65M0.21%+18,096+25.2%Added
New York State Common Retirement Fund81,534$3.31M0.00%+160.0%Added
American Century Companies Inc79,192$3.21M0.00%+10,746+15.7%Added
Victory Capital Management Inc79,947$2.94M0.00%−125,413−61.1%Reduced
Dean Capital Management70,439$2.86M2.49%+3,715+5.6%Added
AQR Capital Management LLC67,611$2.74M0.01%−14,342−17.5%Reduced
Two Sigma Advisers, LP63,600$2.58M0.01%+9,300+17.1%Added
Allen Investment Management LLC60,077$2.44M0.03%00.0%Unchanged
Euclidean Technologies Management, LLC56,681$2.30M2.13%00.0%Unchanged
Nuveen Asset Management, LLC56,324$2.27M0.00%−3,874−6.4%Reduced
Hillsdale Investment Management Inc.53,900$2.19M0.14%−800−1.5%Reduced
Boston Partners50,702$2.06M0.00%+907+1.8%Added
Los Angeles Capital Management LLC45,606$1.85M0.01%00.0%Unchanged
Parthenon LLC43,657$1.77M0.26%−2,000−4.4%Reduced
Panagora Asset Management Inc41,946$1.70M0.01%+1,638+4.1%Added
Swiss National Bank37,300$1.51M0.00%+2,700+7.8%Added
Aviva PLC36,975$1.50M0.01%+36,975New
Invesco Ltd.36,686$1.49M0.00%+6,349+20.9%Added
Comerica Bank39,404$1.46M0.01%00.0%Unchanged
Kokino LLC35,625$1.45M4.23%+2,804+8.5%Added
Martingale Asset Management L P33,991$1.38M0.02%−1,400−4.0%Reduced
Allen Operations LLC32,800$1.33M0.23%00.0%Unchanged
Morgan Stanley32,412$1.31M0.00%−37,886−53.9%Reduced
Allen Holding Inc31,716$1.29M0.17%00.0%Unchanged
Two Sigma Investments, LP31,570$1.28M0.00%+5,646+21.8%Added
Bank of America Corp27,889$1.13M0.00%+2,870+11.5%Added
Stifel Financial Corp26,374$1.07M0.00%+2,134+8.8%Added
Pinnacle Holdings, LLC25,159$1.02M0.40%+333+1.3%Added
Norges Bank23,400$949.8K0.00%00.0%Unchanged
Cetera Advisors LLC23,070$936.0K0.02%−17,301−42.9%Reduced
Winton Group Ltd22,224$902.0K0.05%+1,972+9.7%Added
Rhumbline Advisers22,020$894.0K0.00%−1,788−7.5%Reduced
Cubic Asset Management, LLC21,180$860.0K0.20%00.0%Unchanged
Aristides Capital LLC21,000$852.0K0.58%00.0%Unchanged
Credit Suisse AG20,391$827.0K0.00%+1,683+9.0%Added
California State Teachers Retirement System19,843$805.0K0.00%−1,593−7.4%Reduced
Cardinal Capital Management18,776$762.0K0.15%+2,130+12.8%Added
Robeco Institutional Asset Management B.V.16,434$667.0K0.00%+2,340+16.6%Added
UBS Asset Management Americas Inc16,205$657.8K0.00%00.0%Unchanged
Susquehanna International Group, LLP16,184$657.0K0.00%+8,815+119.6%Added
HighTower Advisors, LLC16,152$656.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio15,485$629.0K0.00%+6,342+69.4%Added
Putnam Investments LLC15,514$629.0K0.00%+7,201+86.6%Added
STRS Ohio14,500$588.0K0.00%−4,600−24.1%Reduced
SEI Investments Co13,899$564.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC13,134$533.0K0.01%+13,134New
Parametric Portfolio Associates LLC12,921$524.0K0.00%+5,200+67.3%Added
Franklin Resources Inc12,863$522.0K0.00%−471,129−97.3%Reduced
State of Wisconsin Investment Board12,400$503.0K0.00%+12,400New
State of Tennessee, Treasury Department11,656$473.0K0.00%−8,009−40.7%Reduced
HSBC Holdings PLC11,286$461.0K0.00%+3,425+43.6%Added
Penn Mutual Asset Management, LLC11,280$458.0K0.53%+3,215+39.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC10,200$414.0K0.00%+10,200New
Truist Financial Corp10,000$406.0K0.00%00.0%Unchanged
MetLife Investment Management8,933$362.6K0.00%+2,793+45.5%Added
Barclays PLC8,897$361.0K0.00%−13,928−61.0%Reduced
Citadel Advisors LLC8,688$353.0K0.00%−4,138−32.3%Reduced
Jump Financial, LLC8,700$353.0K0.02%+8,700New
Prudential Financial Inc8,607$350.0K0.00%−1,010−10.5%Reduced
Bank of Montreal8,324$340.0K0.00%+8,324New
US Bancorp8,342$339.0K0.00%+35+0.4%Added
HRT Financial LP8,212$333.0K0.00%+8,212New
Deutsche Bank AG8,153$331.0K0.00%−911−10.1%Reduced
UBS Group AG7,611$309.0K0.00%−2,901−27.6%Reduced
Jane Street Group, LLC7,555$307.0K0.00%+7,555New
American International Group, Inc.7,407$301.0K0.00%−521−6.6%Reduced
Susquehanna Fundamental Investments, LLC7,214$293.0K0.01%+1,504+26.3%Added
Sawtooth Solutions, LLC6,735$273.0K0.03%+6,735New
Legal & General Group Plc6,616$269.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The6,494$263.6K0.00%−1,864−22.3%Reduced
Northwestern Mutual Wealth Management Co6,000$244.0K0.00%−20.0%Reduced
Voya Investment Management LLC5,896$239.0K0.00%−232−3.8%Reduced
Unison Advisors LLC5,757$234.0K0.06%+36+0.6%Added