Skip to main content

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, Q1 2023

Institutional positions in Argan Inc as of Mar 31, 2023. 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
124
+7 vs. Q4 2022
Shares held
10.9M
−162.3K (−1.5%) vs. Q4 2022
Total value
$440.8M
+$33.1M (+8.1%) vs. Q4 2022
New holders
19
38 more added
Sold out
12
46 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 124 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 heldQ1 2023: $440.8M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q4 2022.

Institutions holding AGX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,744,758$70.6M0.96%−21,809−1.2%Reduced
BlackRock Inc.1,328,604$53.8M0.00%−19,292−1.4%Reduced
Dimensional Fund Advisors LP830,653$33.6M0.01%−10,438−1.2%Reduced
Vanguard Group Inc719,065$29.1M0.00%+19,291+2.8%Added
JPMorgan Chase & Co581,879$23.5M0.00%−6,123−1.0%Reduced
Renaissance Technologies LLC447,099$18.1M0.02%+300+0.1%Added
State Street Corp401,622$16.3M0.00%+26,993+7.2%Added
AltraVue Capital, LLC362,466$14.7M1.76%+6,720+1.9%Added
Mirae Asset Global Investments Co., Ltd.323,329$13.1M0.03%+30,756+10.5%Added
Geode Capital Management, LLC255,075$10.3M0.00%+7,945+3.2%Added
Wellington Management Group LLP214,700$8.69M0.00%+118,500+123.2%Added
Charles Schwab Investment Management Inc198,938$8.05M0.00%−3,749−1.8%Reduced
John G Ullman & Associates Inc170,965$6.92M1.08%−6,650−3.7%Reduced
Royce & Associates LP160,327$6.49M0.06%+49,350+44.5%Added
Wasatch Advisors Inc151,726$6.14M0.04%+64,007+73.0%Added
Russell Investments Group, Ltd.146,079$5.91M0.01%−5,411−3.6%Reduced
Dean Investment Associates, LLC145,264$5.88M0.94%−11,800−7.5%Reduced
Raymond James & Associates142,226$5.76M0.01%+2,311+1.7%Added
Jacobs Levy Equity Management, Inc138,648$5.61M0.03%−1,231−0.9%Reduced
Keeley-Teton Advisors, LLC136,604$5.53M0.68%−826−0.6%Reduced
Bank of New York Mellon Corp135,319$5.48M0.00%−2,575−1.9%Reduced
Northern Trust Corp125,996$5.10M0.00%−4,489−3.4%Reduced
First Trust Advisors LP121,871$4.93M0.01%+11,754+10.7%Added
FMR LLC118,283$4.79M0.00%−233,319−66.4%Reduced
Azarias Capital Management, L.P.107,764$4.36M3.94%−53,228−33.1%Reduced
Money Concepts Capital Corp106,095$4.29M0.24%+1,660+1.6%Added
Bank of America Corp97,939$3.96M0.00%+12,288+14.3%Added
New York State Common Retirement Fund69,250$2.80M0.00%−2,814−3.9%Reduced
Allen Investment Management LLC60,077$2.43M0.04%00.0%Unchanged
Aristides Capital LLC60,000$2.43M1.53%−13,526−18.4%Reduced
Morgan Stanley55,805$2.26M0.00%+8,830+18.8%Added
Legato Capital Management LLC54,823$2.22M0.40%−7,519−12.1%Reduced
Dean Capital Management54,823$2.22M2.90%−7,519−12.1%Reduced
Two Sigma Advisers, LP48,600$1.97M0.01%−9,600−16.5%Reduced
Penn Mutual Asset Management, LLC48,527$1.96M1.86%−2,500−4.9%Reduced
Ameriprise Financial Inc47,652$1.93M0.00%−1,600−3.2%Reduced
AQR Capital Management LLC46,411$1.88M0.00%−30,401−39.6%Reduced
Boston Partners45,437$1.84M0.00%−136−0.3%Reduced
Nuveen Asset Management, LLC42,802$1.73M0.00%−4,186−8.9%Reduced
State Board of Administration of Florida Retirement System41,523$1.68M0.00%+908+2.2%Added
Invesco Ltd.38,374$1.55M0.00%−10,101−20.8%Reduced
Parthenon LLC34,657$1.40M0.21%00.0%Unchanged
Allen Operations LLC32,800$1.33M0.34%00.0%Unchanged
Allen Holding Inc31,716$1.28M0.18%00.0%Unchanged
Swiss National Bank29,900$1.21M0.00%−4,400−12.8%Reduced
Stifel Financial Corp27,521$1.11M0.00%+1,193+4.5%Added
CM Wealth Advisors LLC28,117$1.11M0.22%+28,117New
Pinnacle Holdings, LLC25,989$1.05M0.49%−231−0.9%Reduced
Winton Group Ltd24,499$991.5K0.06%+1,834+8.1%Added
Victory Capital Management Inc23,503$951.2K0.00%−8,840−27.3%Reduced
Rhumbline Advisers22,445$908.0K0.00%+166+0.7%Added
Cardinal Capital Management21,687$877.7K0.18%+185+0.9%Added
Investment Management of Virginia LLC20,400$825.6K0.16%00.0%Unchanged
State of Wisconsin Investment Board19,549$791.1K0.00%−1,520−7.2%Reduced
Wesbanco Bank Inc19,274$780.0K0.03%+19,274New
Credit Suisse AG17,671$715.1K0.00%+1,806+11.4%Added
Keene & Associates, Inc.17,212$696.6K0.54%+17,212New
Cubic Asset Management, LLC17,120$692.8K0.19%00.0%Unchanged
California State Teachers Retirement System16,960$686.4K0.00%−606−3.4%Reduced
Martingale Asset Management L P14,607$591.1K0.01%−100−0.7%Reduced
Cetera Advisors LLC14,140$572.2K0.01%−1,406−9.0%Reduced
Kennedy Capital Management, Inc.13,458$544.6K0.02%+13,458New
Jupiter Asset Management Ltd13,256$535.8K0.01%+13,256New
UBS Asset Management Americas Inc12,556$508.1K0.00%+12,556New
Public Employees Retirement System of Ohio12,286$497.0K0.00%−17−0.1%Reduced
New York Life Investment Management LLC11,828$478.7K0.01%+11,828New
BNP Paribas Arbitrage, SA11,761$476.0K0.00%+5,341+83.2%Added
Squarepoint Ops LLC11,568$468.2K0.00%+11,568New
Goldman Sachs Group Inc10,946$443.0K0.00%−22,458−67.2%Reduced
Exchange Traded Concepts, LLC9,114$368.8K0.01%−1,708−15.8%Reduced
Franklin Resources Inc9,009$364.6K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.8,605$348.2K0.00%+4,737+122.5%Added
US Bancorp8,529$345.2K0.00%+146+1.7%Added
Deutsche Bank AG8,053$325.9K0.00%+2,093+35.1%Added
Susquehanna Fundamental Investments, LLC7,953$321.9K0.01%00.0%Unchanged
Unison Advisors LLC7,871$318.5K0.04%+66+0.8%Added
Panagora Asset Management Inc7,850$317.7K0.00%−22,534−74.2%Reduced
UBS Group AG7,646$309.4K0.00%+1,157+17.8%Added
SG Americas Securities, LLC7,494$303.0K0.00%−86−1.1%Reduced
Sawtooth Solutions, LLC7,387$299.0K0.01%+1,618+28.0%Added
Legal & General Group Plc7,239$293.0K0.00%+191+2.7%Added
Barclays PLC6,778$274.3K0.00%+3,261+92.7%Added
Janus Henderson Group PLC6,742$272.7K0.00%+6,742New
MetLife Investment Management6,736$272.6K0.00%00.0%Unchanged
Susquehanna International Group, LLP6,649$269.1K0.00%+6,649New
Advisory Research Inc6,465$261.6K0.04%+6,465New
American International Group, Inc.6,183$250.2K0.00%−14−0.2%Reduced
Gsa Capital Partners LLP6,137$248.0K0.02%+6,137New
Northwestern Mutual Wealth Management Co6,000$242.8K0.00%00.0%Unchanged
RBF Capital, LLC6,000$242.8K0.02%00.0%Unchanged
Mission Wealth Management, LP5,400$218.5K0.01%+5,400New
Voya Investment Management LLC5,396$218.4K0.00%+5,396New
Manufacturers Life Insurance Company, The5,234$211.8K0.00%+5,234New
Prudential Financial Inc5,224$211.4K0.00%−3,437−39.7%Reduced
Price T Rowe Associates Inc5,140$209.0K0.00%+5,140New
Advisor Group Holdings, Inc.2,752$111.4K0.00%+32+1.2%Added
Wells Fargo & Company2,627$106.3K0.00%+2,079+379.4%Added
Nisa Investment Advisors, LLC2,400$97.0K0.00%00.0%Unchanged
Citadel Advisors LLC2,229$90.2K0.00%−25,776−92.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,209$89.4K0.00%00.0%Unchanged