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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, Q4 2022

Institutional positions in Argan Inc as of Dec 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
118
+1 vs. Q3 2022
Shares held
11.1M
−249.3K (−2.2%) vs. Q3 2022
Total value
$409.0M
+$45.3M (+12.5%) vs. Q3 2022
New holders
9
31 more added
Sold out
8
58 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2022: $409.0M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2022.

Institutions holding AGX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,766,567$65.2M0.89%+19,662+1.1%Added
BlackRock Inc.1,347,896$49.7M0.00%+6,457+0.5%Added
Dimensional Fund Advisors LP841,091$31.0M0.01%+1,405+0.2%Added
Vanguard Group Inc699,774$25.8M0.00%−64,868−8.5%Reduced
JPMorgan Chase & Co588,002$21.7M0.00%−10,351−1.7%Reduced
Renaissance Technologies LLC446,799$16.5M0.02%−30,300−6.4%Reduced
State Street Corp374,629$13.8M0.00%+1,304+0.3%Added
AltraVue Capital, LLC355,746$13.1M1.84%−510−0.1%Reduced
FMR LLC351,602$13.0M0.00%−207,581−37.1%Reduced
Mirae Asset Global Investments Co., Ltd.292,573$10.8M0.03%−9,154−3.0%Reduced
Geode Capital Management, LLC247,130$9.11M0.00%−4,129−1.6%Reduced
Charles Schwab Investment Management Inc202,687$7.48M0.00%−1,343−0.7%Reduced
John G Ullman & Associates Inc177,615$6.55M1.04%−53,975−23.3%Reduced
Azarias Capital Management, L.P.160,992$5.94M5.55%−8,940−5.3%Reduced
Dean Investment Associates, LLC157,064$5.79M0.99%+31,097+24.7%Added
Russell Investments Group, Ltd.151,490$5.59M0.01%−4,384−2.8%Reduced
Raymond James & Associates139,915$5.16M0.00%−7,296−5.0%Reduced
Jacobs Levy Equity Management, Inc139,879$5.16M0.03%−2,752−1.9%Reduced
Bank of New York Mellon Corp137,894$5.09M0.00%+21,466+18.4%Added
Keeley-Teton Advisors, LLC137,430$5.07M0.63%+21,783+18.8%Added
Northern Trust Corp130,485$4.81M0.00%−3,201−2.4%Reduced
Royce & Associates LP110,977$4.09M0.04%+110,977New
First Trust Advisors LP110,117$4.06M0.00%+9,348+9.3%Added
Money Concepts Capital Corp104,435$3.85M0.17%+5,070+5.1%Added
Wellington Management Group LLP96,200$3.55M0.00%+96,200New
Wasatch Advisors Inc87,719$3.24M0.02%+87,719New
Bank of America Corp85,651$3.16M0.00%−8,814−9.3%Reduced
AQR Capital Management LLC76,812$2.83M0.01%−13,672−15.1%Reduced
Aristides Capital LLC73,526$2.71M1.67%+13,000+21.5%Added
New York State Common Retirement Fund72,064$2.66M0.00%+50.0%Added
Legato Capital Management LLC62,342$2.30M0.44%−3,983−6.0%Reduced
Dean Capital Management62,342$2.30M3.06%+9,839+18.7%Added
Allen Investment Management LLC60,077$2.22M0.04%00.0%Unchanged
Two Sigma Advisers, LP58,200$2.15M0.01%−23,700−28.9%Reduced
Euclidean Technologies Management, LLC54,191$2.00M1.90%00.0%Unchanged
Penn Mutual Asset Management, LLC51,027$1.88M2.10%+37,747+284.2%Added
Ameriprise Financial Inc49,252$1.82M0.00%+9,943+25.3%Added
Invesco Ltd.48,475$1.79M0.00%+10,091+26.3%Added
Nuveen Asset Management, LLC46,988$1.73M0.00%−23,185−33.0%Reduced
Morgan Stanley46,975$1.73M0.00%+3,641+8.4%Added
Boston Partners45,573$1.68M0.00%−206−0.4%Reduced
State Board of Administration of Florida Retirement System40,615$1.50M0.00%00.0%Unchanged
Comerica Bank33,854$1.31M0.01%−1,013−2.9%Reduced
Parthenon LLC34,657$1.28M0.21%−5,000−12.6%Reduced
Swiss National Bank34,300$1.26M0.00%−900−2.6%Reduced
Goldman Sachs Group Inc33,404$1.23M0.00%−77,834−70.0%Reduced
Allen Operations LLC32,800$1.21M0.32%00.0%Unchanged
Victory Capital Management Inc32,343$1.19M0.00%−13,514−29.5%Reduced
Allen Holding Inc31,716$1.17M0.17%00.0%Unchanged
Los Angeles Capital Management LLC31,378$1.16M0.01%−500−1.6%Reduced
Panagora Asset Management Inc30,384$1.12M0.01%−25,706−45.8%Reduced
Citadel Advisors LLC28,005$1.03M0.00%−15,059−35.0%Reduced
Stifel Financial Corp26,328$971.0K0.00%−41−0.2%Reduced
Pinnacle Holdings, LLC26,220$967.0K0.43%+652+2.6%Added
Winton Group Ltd22,665$835.9K0.06%−577−2.5%Reduced
Rhumbline Advisers22,279$822.0K0.00%−394−1.7%Reduced
Cardinal Capital Management21,502$793.0K0.17%+927+4.5%Added
State of Wisconsin Investment Board21,069$777.0K0.00%−999−4.5%Reduced
Investment Management of Virginia LLC20,400$752.4K0.15%−100−0.5%Reduced
California State Teachers Retirement System17,566$647.8K0.00%−490−2.7%Reduced
Cubic Asset Management, LLC17,120$631.4K0.18%−3,795−18.1%Reduced
Caption Management, LLC16,100$593.8K0.10%00.0%Unchanged
Credit Suisse AG15,865$585.1K0.00%+3,244+25.7%Added
Cetera Advisors LLC15,546$573.3K0.01%−18,138−53.8%Reduced
Martingale Asset Management L P14,707$542.4K0.01%−4,300−22.6%Reduced
Truist Financial Corp12,387$456.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio12,303$454.0K0.00%−3,177−20.5%Reduced
SEI Investments Co12,134$447.5K0.00%−1,106−8.4%Reduced
Exchange Traded Concepts, LLC10,822$399.1K0.01%−1,309−10.8%Reduced
Franklin Resources Inc9,009$332.3K0.00%+17+0.2%Added
Two Sigma Investments, LP8,889$327.8K0.00%−22,421−71.6%Reduced
Prudential Financial Inc8,661$319.4K0.00%−2,046−19.1%Reduced
US Bancorp8,383$309.2K0.00%+57+0.7%Added
Versor Investments LP8,200$302.4K0.03%+8,200New
Susquehanna Fundamental Investments, LLC7,953$293.3K0.01%−2,432−23.4%Reduced
Unison Advisors LLC7,805$287.8K0.04%+44+0.6%Added
SG Americas Securities, LLC7,580$280.0K0.00%−1,640−17.8%Reduced
Legal & General Group Plc7,048$259.9K0.00%00.0%Unchanged
HRT Financial LP6,917$255.0K0.00%+6,917New
MetLife Investment Management6,736$248.4K0.00%−587−8.0%Reduced
UBS Group AG6,489$239.3K0.00%+1,437+28.4%Added
BNP Paribas Arbitrage, SA6,420$236.8K0.00%−514−7.4%Reduced
Simplex Trading, LLC6,307$232.0K0.01%+5,841+1,253.4%Added
American International Group, Inc.6,197$228.5K0.00%−165−2.6%Reduced
Northwestern Mutual Wealth Management Co6,000$221.3K0.00%00.0%Unchanged
RBF Capital, LLC6,000$221.0K0.02%+6,000New
Deutsche Bank AG5,960$219.8K0.00%+655+12.3%Added
Sawtooth Solutions, LLC5,769$212.8K0.03%−642−10.0%Reduced
The PNC Financial Services Group, Inc.3,868$142.7K0.00%+1,299+50.6%Added
Barclays PLC3,517$129.7K0.00%+2,949+519.2%Added
Citigroup Inc3,382$124.7K0.00%−236−6.5%Reduced
Quantbot Technologies LP2,722$100.4K0.01%−4,198−60.7%Reduced
Advisor Group Holdings, Inc.2,720$100.0K0.00%+7+0.3%Added
Nisa Investment Advisors, LLC2,400$89.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,209$81.5K0.00%00.0%Unchanged
Royal Bank of Canada2,089$76.0K0.00%+1,026+96.5%Added
Amalgamated Bank1,810$67.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,051$40.4K0.00%00.0%Unchanged
Gladius Capital Management LP1,009$37.2K0.01%+1,009New
Meeder Asset Management Inc1,006$37.1K0.00%+9+0.9%Added