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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 2022

Institutional positions in Argan Inc as of Jun 30, 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
116
−18 vs. Q1 2022
Shares held
11.8M
−680.8K (−5.5%) vs. Q1 2022
Total value
$439.0M
−$65.6M (−13.0%) vs. Q1 2022
New holders
7
43 more added
Sold out
25
49 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 116 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 2022: $439.0M
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 2022

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2022.

Institutions holding AGX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,787,370$66.7M0.94%−90,256−4.8%Reduced
BlackRock Inc.1,348,551$50.3M0.00%+89,376+7.1%Added
Dimensional Fund Advisors LP817,531$30.5M0.01%+54,370+7.1%Added
Vanguard Group Inc785,579$29.3M0.00%−19,417−2.4%Reduced
JPMorgan Chase & Co607,947$22.7M0.00%+7,783+1.3%Added
FMR LLC603,888$22.5M0.00%−6,090−1.0%Reduced
Renaissance Technologies LLC531,999$19.9M0.02%+48,700+10.1%Added
AltraVue Capital, LLC432,246$16.1M2.37%+2,100+0.5%Added
State Street Corp375,400$14.0M0.00%−682−0.2%Reduced
Mirae Asset Global Investments Co., Ltd.344,308$12.8M0.03%−45,397−11.6%Reduced
Geode Capital Management, LLC249,035$9.29M0.00%−3,912−1.5%Reduced
John G Ullman & Associates Inc248,785$9.29M1.49%−17,225−6.5%Reduced
Goldman Sachs Group Inc220,906$8.24M0.00%+2,259+1.0%Added
Charles Schwab Investment Management Inc201,132$7.51M0.00%+2,258+1.1%Added
Russell Investments Group, Ltd.199,194$7.43M0.02%−23,527−10.6%Reduced
Jacobs Levy Equity Management, Inc177,762$6.63M0.05%+13,832+8.4%Added
Raymond James & Associates153,238$5.72M0.01%−7,315−4.6%Reduced
Northern Trust Corp139,947$5.22M0.00%−13,932−9.1%Reduced
Azarias Capital Management, L.P.125,518$4.68M5.10%+30,215+31.7%Added
Dean Investment Associates, LLC114,210$4.26M0.83%+10,765+10.4%Added
Bank of New York Mellon Corp111,219$4.15M0.00%−8,875−7.4%Reduced
First Trust Advisors LP108,848$4.06M0.01%−14,211−11.5%Reduced
Two Sigma Advisers, LP102,900$3.84M0.01%+39,300+61.8%Added
Legato Capital Management LLC94,135$3.51M0.79%+1,030+1.1%Added
AQR Capital Management LLC90,448$3.38M0.01%+22,837+33.8%Added
Keeley-Teton Advisors, LLC89,048$3.32M0.42%−17,808−16.7%Reduced
Bank of America Corp84,744$3.16M0.00%+56,855+203.9%Added
Money Concepts Capital Corp83,150$3.15M0.28%−6,704−7.5%Reduced
New York State Common Retirement Fund79,072$2.95M0.00%−2,462−3.0%Reduced
Dean Capital Management78,948$2.95M2.58%+8,509+12.1%Added
Nuveen Asset Management, LLC72,729$2.71M0.00%+16,405+29.1%Added
Allen Investment Management LLC60,077$2.24M0.04%00.0%Unchanged
State of New Jersey Common Pension Fund D58,868$2.20M0.01%+58,868New
Victory Capital Management Inc58,770$2.19M0.00%−21,177−26.5%Reduced
Panagora Asset Management Inc56,950$2.13M0.01%+15,004+35.8%Added
Euclidean Technologies Management, LLC54,191$2.02M2.09%−2,490−4.4%Reduced
Morgan Stanley53,320$1.99M0.00%+20,908+64.5%Added
Boston Partners48,494$1.81M0.00%−2,208−4.4%Reduced
Parthenon LLC43,657$1.63M0.28%00.0%Unchanged
Invesco Ltd.40,613$1.52M0.00%+3,927+10.7%Added
Los Angeles Capital Management LLC40,306$1.50M0.01%−5,300−11.6%Reduced
Swiss National Bank37,300$1.39M0.00%00.0%Unchanged
Kokino LLC35,693$1.33M5.40%+68+0.2%Added
Two Sigma Investments, LP34,719$1.30M0.00%+3,149+10.0%Added
Comerica Bank34,867$1.26M0.01%−4,537−11.5%Reduced
Allen Operations LLC32,800$1.22M0.31%00.0%Unchanged
Allen Holding Inc31,716$1.18M0.17%00.0%Unchanged
Martingale Asset Management L P30,379$1.14M0.02%−3,612−10.6%Reduced
Winton Group Ltd27,211$1.02M0.05%+4,987+22.4%Added
Stifel Financial Corp26,414$986.0K0.00%+40+0.2%Added
Aristides Capital LLC25,893$966.0K0.75%+4,893+23.3%Added
Pinnacle Holdings, LLC25,628$956.4K0.44%+469+1.9%Added
State of Wisconsin Investment Board23,090$862.0K0.00%+10,690+86.2%Added
Rhumbline Advisers21,558$805.0K0.00%−462−2.1%Reduced
Investment Management of Virginia LLC21,265$794.0K0.16%−87,069−80.4%Reduced
Cubic Asset Management, LLC20,915$781.0K0.21%−265−1.3%Reduced
Cetera Advisors LLC20,616$769.0K0.02%−2,454−10.6%Reduced
California State Teachers Retirement System19,592$731.0K0.00%−251−1.3%Reduced
Cardinal Capital Management19,457$726.0K0.17%+681+3.6%Added
UBS Asset Management Americas Inc16,205$604.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio15,460$577.0K0.00%−25−0.2%Reduced
Versor Investments LP15,000$560.0K0.02%+15,000New
American Century Companies Inc14,350$536.0K0.00%−64,842−81.9%Reduced
SEI Investments Co13,699$511.0K0.00%−200−1.4%Reduced
Credit Suisse AG12,604$469.0K0.00%−7,787−38.2%Reduced
Truist Financial Corp12,387$462.0K0.00%+2,387+23.9%Added
Penn Mutual Asset Management, LLC11,280$421.0K0.57%00.0%Unchanged
Prudential Financial Inc10,707$399.0K0.00%+2,100+24.4%Added
SG Americas Securities, LLC10,322$385.0K0.01%+6,205+150.7%Added
HSBC Holdings PLC9,746$364.0K0.00%−1,540−13.6%Reduced
Jane Street Group, LLC9,730$363.0K0.00%+2,175+28.8%Added
Franklin Resources Inc8,649$323.0K0.00%−4,214−32.8%Reduced
US Bancorp8,430$315.0K0.00%+88+1.1%Added
D. E. Shaw & Co., Inc.7,866$294.0K0.00%+7,866New
MetLife Investment Management7,323$273.3K0.00%−1,610−18.0%Reduced
Deutsche Bank AG7,131$266.0K0.00%−1,022−12.5%Reduced
Barclays PLC7,105$265.0K0.00%−1,792−20.1%Reduced
Legal & General Group Plc6,903$258.0K0.00%+287+4.3%Added
Susquehanna International Group, LLP6,599$246.0K0.00%−9,585−59.2%Reduced
American International Group, Inc.6,558$245.0K0.00%−849−11.5%Reduced
Sawtooth Solutions, LLC6,278$234.0K0.03%−457−6.8%Reduced
Robeco Institutional Asset Management B.V.6,133$229.0K0.00%−10,301−62.7%Reduced
Northwestern Mutual Wealth Management Co6,000$224.0K0.00%00.0%Unchanged
Unison Advisors LLC5,791$216.0K0.06%+34+0.6%Added
Manufacturers Life Insurance Company, The5,783$215.8K0.00%−711−10.9%Reduced
Voya Investment Management LLC5,451$203.0K0.00%−445−7.5%Reduced
Mission Wealth Management, LP5,400$202.0K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA5,375$200.6K0.00%+1,794+50.1%Added
Gsa Capital Partners LLP5,361$200.0K0.03%+5,361New
Citigroup Inc4,220$157.0K0.00%+26+0.6%Added
UBS Group AG3,644$136.0K0.00%−3,967−52.1%Reduced
Advisor Group Holdings, Inc.2,706$101.0K0.00%+1,038+62.2%Added
The PNC Financial Services Group, Inc.2,574$96.0K0.00%−140−5.2%Reduced
Nisa Investment Advisors, LLC2,400$90.0K0.00%+2,400New
Amalgamated Bank1,810$68.0K0.00%+14+0.8%Added
Quantbot Technologies LP1,620$60.0K0.01%+1,290+390.9%Added
Harel Insurance Investments & Financial Services Ltd.1,123$42.0K0.00%+1,123New
Royal Bank of Canada1,046$40.0K0.00%−1,338−56.1%Reduced
Ameritas Investment Partners, Inc.1,051$39.0K0.00%−268−20.3%Reduced
Great West Life Assurance Co1,003$37.0K0.00%00.0%Unchanged