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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 2023

Institutional positions in Argan Inc as of Jun 30, 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
128
+5 vs. Q1 2023
Shares held
10.6M
−290.7K (−2.7%) vs. Q1 2023
Total value
$417.0M
−$22.9M (−5.2%) vs. Q1 2023
New holders
17
43 more added
Sold out
12
46 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 128 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 2023: $417.0M
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 2023

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2023.

Institutions holding AGX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,670,934$65.9M0.91%−73,824−4.2%Reduced
BlackRock Inc.1,283,361$50.6M0.00%−45,243−3.4%Reduced
Dimensional Fund Advisors LP816,866$32.2M0.01%−13,787−1.7%Reduced
Vanguard Group Inc722,275$28.5M0.00%+3,210+0.4%Added
Wellington Management Group LLP494,135$19.5M0.00%+279,435+130.2%Added
Renaissance Technologies LLC449,299$17.7M0.03%+2,200+0.5%Added
AltraVue Capital, LLC366,106$14.4M1.70%+3,640+1.0%Added
Mirae Asset Global Investments Co., Ltd.362,706$14.3M0.03%+39,377+12.2%Added
State Street Corp332,346$13.1M0.00%−69,276−17.2%Reduced
JPMorgan Chase & Co320,396$12.6M0.00%−261,483−44.9%Reduced
Geode Capital Management, LLC260,136$10.3M0.00%+5,061+2.0%Added
Royce & Associates LP194,327$7.66M0.07%+34,000+21.2%Added
Charles Schwab Investment Management Inc192,960$7.60M0.00%−5,978−3.0%Reduced
John G Ullman & Associates Inc167,152$6.59M1.02%−3,813−2.2%Reduced
Wasatch Advisors Inc147,917$5.83M0.04%−3,809−2.5%Reduced
Jacobs Levy Equity Management, Inc140,273$5.53M0.03%+1,625+1.2%Added
Bank of New York Mellon Corp133,507$5.26M0.00%−1,812−1.3%Reduced
Northern Trust Corp132,320$5.21M0.00%+6,324+5.0%Added
Keeley-Teton Advisors, LLC130,342$5.14M0.66%−6,262−4.6%Reduced
Azarias Capital Management, L.P.125,811$4.96M4.15%+18,047+16.7%Added
Raymond James & Associates120,745$4.76M0.00%−21,481−15.1%Reduced
Money Concepts Capital Corp107,540$4.24M0.43%+1,445+1.4%Added
Legato Capital Management LLC103,237$4.07M0.55%+48,414+88.3%Added
Bank of America Corp102,094$4.02M0.00%+4,155+4.2%Added
First Trust Advisors LP99,670$3.93M0.00%−22,201−18.2%Reduced
Dean Investment Associates, LLC90,069$3.55M0.58%−55,195−38.0%Reduced
New York State Common Retirement Fund66,846$2.63M0.00%−2,404−3.5%Reduced
Russell Investments Group, Ltd.64,161$2.53M0.00%−81,918−56.1%Reduced
Allen Investment Management LLC60,077$2.37M0.03%00.0%Unchanged
Penn Mutual Asset Management, LLC58,527$2.31M2.08%+10,000+20.6%Added
Morgan Stanley54,510$2.15M0.00%−1,295−2.3%Reduced
Ameriprise Financial Inc50,562$1.99M0.00%+2,910+6.1%Added
State Board of Administration of Florida Retirement System45,589$1.80M0.00%+4,066+9.8%Added
Nuveen Asset Management, LLC45,150$1.78M0.00%+2,348+5.5%Added
Two Sigma Advisers, LP43,700$1.72M0.00%−4,900−10.1%Reduced
Aristides Capital LLC41,618$1.64M0.97%−18,382−30.6%Reduced
AQR Capital Management LLC38,953$1.54M0.00%−7,458−16.1%Reduced
Dean Capital Management35,872$1.41M1.89%−18,951−34.6%Reduced
Invesco Ltd.35,323$1.39M0.00%−3,051−8.0%Reduced
Parthenon LLC34,657$1.37M0.20%00.0%Unchanged
Allen Operations LLC32,800$1.29M0.29%00.0%Unchanged
Allen Holding Inc31,716$1.25M0.17%00.0%Unchanged
Goldman Sachs Group Inc31,112$1.23M0.00%+20,166+184.2%Added
Millennium Management LLC30,056$1.18M0.00%+30,056New
Swiss National Bank29,900$1.18M0.00%00.0%Unchanged
Credit Suisse AG29,072$1.15M0.00%+11,401+64.5%Added
Stifel Financial Corp27,969$1.10M0.00%+448+1.6%Added
Pinnacle Holdings, LLC26,718$1.05M0.47%+729+2.8%Added
Rhumbline Advisers22,561$889.1K0.00%+116+0.5%Added
Cardinal Capital Management22,053$869.1K0.18%+366+1.7%Added
Pinnacle Associates Ltd20,937$825.1K0.01%+20,937New
Wesbanco Bank Inc19,274$760.0K0.03%00.0%Unchanged
State of Wisconsin Investment Board18,873$743.8K0.00%−676−3.5%Reduced
Keene & Associates, Inc.17,589$693.2K0.54%+377+2.2%Added
Cubic Asset Management, LLC17,075$672.9K0.18%−45−0.3%Reduced
Boston Partners16,963$668.5K0.00%−28,474−62.7%Reduced
California State Teachers Retirement System16,163$637.0K0.00%−797−4.7%Reduced
Martingale Asset Management L P15,787$622.2K0.01%+1,180+8.1%Added
Winton Group Ltd15,299$602.9K0.05%−9,200−37.6%Reduced
Los Angeles Capital Management LLC14,957$589.5K0.00%+14,957New
Kennedy Capital Management, Inc.14,768$582.0K0.01%+1,310+9.7%Added
HRT Financial LP14,019$552.0K0.01%+14,019New
Victory Capital Management Inc13,822$544.7K0.00%−9,681−41.2%Reduced
Cetera Advisors LLC13,377$527.2K0.01%−763−5.4%Reduced
Jupiter Asset Management Ltd13,256$522.0K0.01%00.0%Unchanged
UBS Asset Management Americas Inc12,556$508.1K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio12,256$483.0K0.00%−30−0.2%Reduced
UBS Group AG12,099$476.8K0.00%+4,453+58.2%Added
Cornercap Investment Counsel Inc11,772$463.9K0.08%+11,772New
Legal & General Group Plc11,679$460.3K0.00%+4,440+61.3%Added
Squarepoint Ops LLC11,187$440.9K0.00%−381−3.3%Reduced
Occudo Quantitative Strategies LP10,799$425.6K0.04%+10,799New
New York Life Investment Management LLC10,184$401.4K0.00%−1,644−13.9%Reduced
Tower Research Capital LLC (TRC)9,699$382.2K0.01%+9,137+1,625.8%Added
Citadel Advisors LLC9,651$380.3K0.00%+7,422+333.0%Added
Exchange Traded Concepts, LLC9,516$375.0K0.01%+402+4.4%Added
Franklin Resources Inc8,996$354.5K0.00%−13−0.1%Reduced
Sawtooth Solutions, LLC8,813$347.3K0.01%+1,426+19.3%Added
US Bancorp8,397$330.9K0.00%−132−1.5%Reduced
Susquehanna Fundamental Investments, LLC7,953$313.4K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.7,705$303.7K0.00%−900−10.5%Reduced
Susquehanna International Group, LLP7,630$300.7K0.00%+981+14.8%Added
MetLife Investment Management7,293$287.4K0.00%+557+8.3%Added
BNP Paribas Arbitrage, SA7,212$284.2K0.00%−4,549−38.7%Reduced
American Century Companies Inc7,090$279.4K0.00%+7,090New
Truist Financial Corp6,914$272.5K0.00%+6,914New
Janus Henderson Group PLC6,733$265.3K0.00%−9−0.1%Reduced
American International Group, Inc.6,102$240.5K0.00%−81−1.3%Reduced
Deutsche Bank AG6,011$236.9K0.00%−2,042−25.4%Reduced
RBF Capital, LLC6,000$236.5K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,000$236.5K0.00%00.0%Unchanged
Mission Wealth Management, LP5,650$222.7K0.01%+250+4.6%Added
Alliancebernstein L.P.5,597$220.6K0.00%+5,597New
Allspring Global Investments Holdings, LLC5,571$219.6K0.00%+4,012+257.3%Added
Voya Investment Management LLC5,569$219.5K0.00%+173+3.2%Added
Price T Rowe Associates Inc5,321$210.0K0.00%+181+3.5%Added
Teacher Retirement System of Texas5,330$210.0K0.00%+5,330New
Barclays PLC5,317$209.5K0.00%−1,461−21.6%Reduced
Citigroup Inc5,257$207.2K0.00%+3,647+226.5%Added
Wells Fargo & Company5,157$203.2K0.00%+2,530+96.3%Added