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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
Jacobs Levy Equity Management, Inc177,762$6.63M0.05%+13,832+8.4%Added
Russell Investments Group, Ltd.199,194$7.43M0.02%−23,527−10.6%Reduced
Charles Schwab Investment Management Inc201,132$7.51M0.00%+2,258+1.1%Added
Goldman Sachs Group Inc220,906$8.24M0.00%+2,259+1.0%Added
John G Ullman & Associates Inc248,785$9.29M1.49%−17,225−6.5%Reduced
Geode Capital Management, LLC249,035$9.29M0.00%−3,912−1.5%Reduced
Mirae Asset Global Investments Co., Ltd.344,308$12.8M0.03%−45,397−11.6%Reduced
State Street Corp375,400$14.0M0.00%−682−0.2%Reduced
AltraVue Capital, LLC432,246$16.1M2.37%+2,100+0.5%Added
Renaissance Technologies LLC531,999$19.9M0.02%+48,700+10.1%Added
FMR LLC603,888$22.5M0.00%−6,090−1.0%Reduced
JPMorgan Chase & Co607,947$22.7M0.00%+7,783+1.3%Added
Vanguard Group Inc785,579$29.3M0.00%−19,417−2.4%Reduced
Dimensional Fund Advisors LP817,531$30.5M0.01%+54,370+7.1%Added
BlackRock Inc.1,348,551$50.3M0.00%+89,376+7.1%Added
River Road Asset Management, LLC1,787,370$66.7M0.94%−90,256−4.8%Reduced
Ashford Capital Management Inc0$00.00%−283,334−100.0%Sold out
Royce & Associates LP0$00.00%−214,279−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−53,900−100.0%Sold out
Aviva PLC0$00.00%−36,975−100.0%Sold out
Norges Bank0$00.00%−23,400−100.0%Sold out
HighTower Advisors, LLC0$00.00%−16,152−100.0%Sold out
Putnam Investments LLC0$00.00%−15,514−100.0%Sold out
STRS Ohio0$00.00%−14,500−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−13,134−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−11,656−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−10,200−100.0%Sold out
Citadel Advisors LLC0$00.00%−8,688−100.0%Sold out
Jump Financial, LLC0$00.00%−8,700−100.0%Sold out
Bank of Montreal0$00.00%−8,324−100.0%Sold out
HRT Financial LP0$00.00%−8,212−100.0%Sold out
Squarepoint Ops LLC0$00.00%−5,354−100.0%Sold out
New York State Teachers Retirement System0$00.00%−1,300−100.0%Sold out
Lazard Asset Management LLC0$00.00%−982−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−600−100.0%Sold out
Baillie Gifford & Co0$00.00%−103−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−60−100.0%Sold out
Ancora Advisors, LLC0$00.00%−50−100.0%Sold out
Simplex Trading, LLC0$00.00%−52−100.0%Sold out
Parallel Advisors, LLC0$00.00%−40−100.0%Sold out
Manchester Capital Management LLC0$00.00%−12−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Amalgamated Financial Corp.––––Not filed