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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
Northern Trust Corp133,686$4.30M0.00%−6,261−4.5%Reduced
Jacobs Levy Equity Management, Inc142,631$4.59M0.04%−35,131−19.8%Reduced
Raymond James & Associates147,211$4.74M0.00%−6,027−3.9%Reduced
Russell Investments Group, Ltd.155,874$5.01M0.01%−43,320−21.7%Reduced
Azarias Capital Management, L.P.169,932$5.47M5.98%+44,414+35.4%Added
Charles Schwab Investment Management Inc204,030$6.56M0.00%+2,898+1.4%Added
John G Ullman & Associates Inc231,590$7.45M1.30%−17,195−6.9%Reduced
Geode Capital Management, LLC251,259$8.08M0.00%+2,224+0.9%Added
Mirae Asset Global Investments Co., Ltd.301,727$9.71M0.03%−42,581−12.4%Reduced
AltraVue Capital, LLC356,256$11.5M1.71%−75,990−17.6%Reduced
State Street Corp373,325$12.0M0.00%−2,075−0.6%Reduced
Renaissance Technologies LLC477,099$15.3M0.02%−54,900−10.3%Reduced
FMR LLC559,183$18.0M0.00%−44,705−7.4%Reduced
JPMorgan Chase & Co598,353$19.2M0.00%−9,594−1.6%Reduced
Vanguard Group Inc764,642$24.6M0.00%−20,937−2.7%Reduced
Dimensional Fund Advisors LP839,686$27.0M0.01%+22,155+2.7%Added
BlackRock Inc.1,341,439$43.2M0.00%−7,112−0.5%Reduced
River Road Asset Management, LLC1,746,905$56.2M0.84%−40,465−2.3%Reduced
Lindbrook Capital, LLC0$00.00%−276−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−58,868−100.0%Sold out
Versor Investments LP0$00.00%−15,000−100.0%Sold out
HSBC Holdings PLC0$00.00%−9,746−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,866−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−6,599−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−6,133−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−5,783−100.0%Sold out
Voya Investment Management LLC0$00.00%−5,451−100.0%Sold out
Mission Wealth Management, LP0$00.00%−5,400−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,361−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−1,123−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−150−100.0%Sold out
Captrust Financial Advisors0$00.00%−126−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−20−100.0%Sold out