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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, Q3 2022

Institutional positions in Argan Inc as of Sep 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
118
+2 vs. Q2 2022
Shares held
11.4M
−384.4K (−3.3%) vs. Q2 2022
Total value
$365.0M
−$74.0M (−16.9%) vs. Q2 2022
New holders
17
32 more added
Sold out
15
48 more reduced

Compare with Q2 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 holdersQ3 2022: 118 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 heldQ3 2022: $365.0M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q2 2022.

Institutions holding AGX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,746,905$56.2M0.84%−40,465−2.3%Reduced
BlackRock Inc.1,341,439$43.2M0.00%−7,112−0.5%Reduced
Dimensional Fund Advisors LP839,686$27.0M0.01%+22,155+2.7%Added
Vanguard Group Inc764,642$24.6M0.00%−20,937−2.7%Reduced
JPMorgan Chase & Co598,353$19.2M0.00%−9,594−1.6%Reduced
FMR LLC559,183$18.0M0.00%−44,705−7.4%Reduced
Renaissance Technologies LLC477,099$15.3M0.02%−54,900−10.3%Reduced
State Street Corp373,325$12.0M0.00%−2,075−0.6%Reduced
AltraVue Capital, LLC356,256$11.5M1.71%−75,990−17.6%Reduced
Mirae Asset Global Investments Co., Ltd.301,727$9.71M0.03%−42,581−12.4%Reduced
Geode Capital Management, LLC251,259$8.08M0.00%+2,224+0.9%Added
John G Ullman & Associates Inc231,590$7.45M1.30%−17,195−6.9%Reduced
Charles Schwab Investment Management Inc204,030$6.56M0.00%+2,898+1.4%Added
Azarias Capital Management, L.P.169,932$5.47M5.98%+44,414+35.4%Added
Russell Investments Group, Ltd.155,874$5.01M0.01%−43,320−21.7%Reduced
Raymond James & Associates147,211$4.74M0.00%−6,027−3.9%Reduced
Jacobs Levy Equity Management, Inc142,631$4.59M0.04%−35,131−19.8%Reduced
Northern Trust Corp133,686$4.30M0.00%−6,261−4.5%Reduced
Dean Investment Associates, LLC125,967$4.05M0.83%+11,757+10.3%Added
Bank of New York Mellon Corp116,428$3.75M0.00%+5,209+4.7%Added
Keeley-Teton Advisors, LLC115,647$3.72M0.51%+26,599+29.9%Added
Goldman Sachs Group Inc111,238$3.58M0.00%−109,668−49.6%Reduced
First Trust Advisors LP100,769$3.24M0.00%−8,079−7.4%Reduced
Money Concepts Capital Corp99,365$3.20M0.19%+16,215+19.5%Added
Bank of America Corp94,465$3.04M0.00%+9,721+11.5%Added
AQR Capital Management LLC90,484$2.91M0.01%+360.0%Added
Two Sigma Advisers, LP81,900$2.63M0.01%−21,000−20.4%Reduced
New York State Common Retirement Fund72,059$2.32M0.00%−7,013−8.9%Reduced
Nuveen Asset Management, LLC70,173$2.26M0.00%−2,556−3.5%Reduced
Legato Capital Management LLC66,325$2.13M0.55%−27,810−29.5%Reduced
Aristides Capital LLC60,526$1.95M1.66%+34,633+133.8%Added
Allen Investment Management LLC60,077$1.93M0.03%00.0%Unchanged
Panagora Asset Management Inc56,090$1.80M0.01%−860−1.5%Reduced
Euclidean Technologies Management, LLC54,191$1.74M1.95%00.0%Unchanged
Dean Capital Management52,503$1.69M2.53%−26,445−33.5%Reduced
Victory Capital Management Inc45,857$1.48M0.00%−12,913−22.0%Reduced
Boston Partners45,779$1.47M0.00%−2,715−5.6%Reduced
Morgan Stanley43,334$1.39M0.00%−9,986−18.7%Reduced
Citadel Advisors LLC43,064$1.39M0.00%+43,064New
State Board of Administration of Florida Retirement System40,615$1.31M0.00%+40,615New
Parthenon LLC39,657$1.28M0.23%−4,000−9.2%Reduced
Kokino LLC39,609$1.27M4.56%+3,916+11.0%Added
Ameriprise Financial Inc39,309$1.26M0.00%+39,309New
Invesco Ltd.38,384$1.23M0.00%−2,229−5.5%Reduced
Comerica Bank34,867$1.16M0.01%00.0%Unchanged
Swiss National Bank35,200$1.13M0.00%−2,100−5.6%Reduced
Allen Operations LLC32,800$1.05M0.28%00.0%Unchanged
Los Angeles Capital Management LLC31,878$1.03M0.01%−8,428−20.9%Reduced
Allen Holding Inc31,716$1.02M0.16%00.0%Unchanged
Two Sigma Investments, LP31,310$1.01M0.00%−3,409−9.8%Reduced
Boothbay Fund Management, LLC30,346$976.0K0.03%+30,346New
Stifel Financial Corp26,369$848.0K0.00%−45−0.2%Reduced
Pinnacle Holdings, LLC25,568$822.5K0.39%−60−0.2%Reduced
Winton Group Ltd23,242$748.0K0.05%−3,969−14.6%Reduced
Rhumbline Advisers22,673$729.0K0.00%+1,115+5.2%Added
State of Wisconsin Investment Board22,068$710.0K0.00%−1,022−4.4%Reduced
Cubic Asset Management, LLC20,915$673.0K0.20%00.0%Unchanged
Cardinal Capital Management20,575$662.0K0.16%+1,118+5.7%Added
Investment Management of Virginia LLC20,500$660.0K0.14%−765−3.6%Reduced
Martingale Asset Management L P19,007$612.0K0.01%−11,372−37.4%Reduced
California State Teachers Retirement System18,056$581.0K0.00%−1,536−7.8%Reduced
UBS Asset Management Americas Inc16,205$521.3K0.00%00.0%Unchanged
Caption Management, LLC16,100$517.0K0.09%+16,100New
Public Employees Retirement System of Ohio15,480$498.0K0.00%+20+0.1%Added
Penn Mutual Asset Management, LLC13,280$427.0K0.56%+2,000+17.7%Added
SEI Investments Co13,240$426.0K0.00%−459−3.4%Reduced
Credit Suisse AG12,621$405.0K0.00%+17+0.1%Added
Truist Financial Corp12,387$398.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC12,131$390.0K0.01%+12,131New
Prudential Financial Inc10,707$344.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC10,385$334.0K0.01%+10,385New
Jane Street Group, LLC9,744$313.0K0.00%+14+0.1%Added
Teacher Retirement System of Texas9,660$311.0K0.00%+9,660New
Millennium Management LLC9,620$309.0K0.00%+9,620New
American Century Companies Inc9,296$299.0K0.00%−5,054−35.2%Reduced
SG Americas Securities, LLC9,220$297.0K0.00%−1,102−10.7%Reduced
Franklin Resources Inc8,992$289.0K0.00%+343+4.0%Added
US Bancorp8,326$268.0K0.00%−104−1.2%Reduced
Unison Advisors LLC7,761$250.0K0.05%+1,970+34.0%Added
Cubist Systematic Strategies, LLC7,629$245.0K0.00%+7,629New
MetLife Investment Management7,323$235.6K0.00%00.0%Unchanged
Legal & General Group Plc7,048$227.0K0.00%+145+2.1%Added
BNP Paribas Arbitrage, SA6,934$223.1K0.00%+1,559+29.0%Added
Quantbot Technologies LP6,920$222.0K0.02%+5,300+327.2%Added
Sawtooth Solutions, LLC6,411$206.0K0.03%+133+2.1%Added
American International Group, Inc.6,362$205.0K0.00%−196−3.0%Reduced
Northwestern Mutual Wealth Management Co6,000$193.0K0.00%00.0%Unchanged
Deutsche Bank AG5,305$171.0K0.00%−1,826−25.6%Reduced
UBS Group AG5,052$163.0K0.00%+1,408+38.6%Added
Citigroup Inc3,618$116.0K0.00%−602−14.3%Reduced
Advisor Group Holdings, Inc.2,713$87.0K0.00%+7+0.3%Added
The PNC Financial Services Group, Inc.2,569$83.0K0.00%−5−0.2%Reduced
Nisa Investment Advisors, LLC2,400$77.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,209$71.0K0.00%+1,358+159.6%Added
PEAK6 Investments LLC2,022$65.0K0.00%+2,022New
Amalgamated Bank1,810$58.0K0.00%00.0%Unchanged
Royal Bank of Canada1,063$34.0K0.00%+17+1.6%Added
Ameritas Investment Partners, Inc.1,051$33.0K0.00%00.0%Unchanged
Great West Life Assurance Co1,003$32.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,000$32.0K0.00%+1,000New