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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
Covestor Ltd7$00.00%−3−30.0%Reduced
First Horizon Advisors, Inc.14$5620.00%00.0%Unchanged
GWM Advisors LLC25$9850.00%+25New
NewSquare Capital LLC141$5.56K0.00%00.0%Unchanged
CWM, LLC179$7.00K0.00%+103+135.5%Added
Signaturefd, LLC299$11.8K0.00%00.0%Unchanged
Founders Capital Management400$15.8K0.01%00.0%Unchanged
Aquatic Capital Management LLC500$20.0K0.00%+500New
FMR LLC595$23.4K0.00%−117,688−99.5%Reduced
Quadrant Capital Group LLC595$23.4K0.00%+7+1.2%Added
Investors Research Corp600$23.6K0.01%00.0%Unchanged
Great West Life Assurance Co696$28.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co757$29.8K0.00%00.0%Unchanged
Amundi822$32.4K0.00%+822New
Gladius Capital Management LP864$34.1K0.02%−63−6.8%Reduced
Meeder Asset Management Inc1,006$39.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,051$41.4K0.00%00.0%Unchanged
Amalgamated Bank1,247$49.0K0.00%−168−11.9%Reduced
Royal Bank of Canada1,601$63.0K0.00%−129−7.5%Reduced
Parallel Advisors, LLC1,625$64.0K0.00%+625+62.5%Added
Simplex Trading, LLC1,794$70.0K0.00%+1,794New
Quantbot Technologies LP1,835$72.3K0.00%+1,835New
Lazard Asset Management LLC2,055$80.0K0.00%+2,055New
Zurcher Kantonalbank (Zurich Cantonalbank)2,209$87.1K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,400$94.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,733$107.8K0.00%−19−0.7%Reduced
Counterpoint Mutual Funds LLC3,077$121.3K0.11%+3,077New
Manufacturers Life Insurance Company, The5,140$202.6K0.00%−94−1.8%Reduced
Wells Fargo & Company5,157$203.2K0.00%+2,530+96.3%Added
Citigroup Inc5,257$207.2K0.00%+3,647+226.5%Added
Barclays PLC5,317$209.5K0.00%−1,461−21.6%Reduced
Price T Rowe Associates Inc5,321$210.0K0.00%+181+3.5%Added
Teacher Retirement System of Texas5,330$210.0K0.00%+5,330New
Voya Investment Management LLC5,569$219.5K0.00%+173+3.2%Added
Allspring Global Investments Holdings, LLC5,571$219.6K0.00%+4,012+257.3%Added
Alliancebernstein L.P.5,597$220.6K0.00%+5,597New
Mission Wealth Management, LP5,650$222.7K0.01%+250+4.6%Added
RBF Capital, LLC6,000$236.5K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,000$236.5K0.00%00.0%Unchanged
Deutsche Bank AG6,011$236.9K0.00%−2,042−25.4%Reduced
American International Group, Inc.6,102$240.5K0.00%−81−1.3%Reduced
Janus Henderson Group PLC6,733$265.3K0.00%−9−0.1%Reduced
Truist Financial Corp6,914$272.5K0.00%+6,914New
American Century Companies Inc7,090$279.4K0.00%+7,090New
BNP Paribas Arbitrage, SA7,212$284.2K0.00%−4,549−38.7%Reduced
MetLife Investment Management7,293$287.4K0.00%+557+8.3%Added
Susquehanna International Group, LLP7,630$300.7K0.00%+981+14.8%Added
The PNC Financial Services Group, Inc.7,705$303.7K0.00%−900−10.5%Reduced
Susquehanna Fundamental Investments, LLC7,953$313.4K0.01%00.0%Unchanged
US Bancorp8,397$330.9K0.00%−132−1.5%Reduced
Sawtooth Solutions, LLC8,813$347.3K0.01%+1,426+19.3%Added
Franklin Resources Inc8,996$354.5K0.00%−13−0.1%Reduced
Exchange Traded Concepts, LLC9,516$375.0K0.01%+402+4.4%Added
Citadel Advisors LLC9,651$380.3K0.00%+7,422+333.0%Added
Tower Research Capital LLC (TRC)9,699$382.2K0.01%+9,137+1,625.8%Added
New York Life Investment Management LLC10,184$401.4K0.00%−1,644−13.9%Reduced
Occudo Quantitative Strategies LP10,799$425.6K0.04%+10,799New
Squarepoint Ops LLC11,187$440.9K0.00%−381−3.3%Reduced
Legal & General Group Plc11,679$460.3K0.00%+4,440+61.3%Added
Cornercap Investment Counsel Inc11,772$463.9K0.08%+11,772New
UBS Group AG12,099$476.8K0.00%+4,453+58.2%Added
Public Employees Retirement System of Ohio12,256$483.0K0.00%−30−0.2%Reduced
UBS Asset Management Americas Inc12,556$508.1K0.00%00.0%Unchanged
Jupiter Asset Management Ltd13,256$522.0K0.01%00.0%Unchanged
Cetera Advisors LLC13,377$527.2K0.01%−763−5.4%Reduced
Victory Capital Management Inc13,822$544.7K0.00%−9,681−41.2%Reduced
HRT Financial LP14,019$552.0K0.01%+14,019New
Kennedy Capital Management, Inc.14,768$582.0K0.01%+1,310+9.7%Added
Los Angeles Capital Management LLC14,957$589.5K0.00%+14,957New
Winton Group Ltd15,299$602.9K0.05%−9,200−37.6%Reduced
Martingale Asset Management L P15,787$622.2K0.01%+1,180+8.1%Added
California State Teachers Retirement System16,163$637.0K0.00%−797−4.7%Reduced
Boston Partners16,963$668.5K0.00%−28,474−62.7%Reduced
Cubic Asset Management, LLC17,075$672.9K0.18%−45−0.3%Reduced
Keene & Associates, Inc.17,589$693.2K0.54%+377+2.2%Added
State of Wisconsin Investment Board18,873$743.8K0.00%−676−3.5%Reduced
Wesbanco Bank Inc19,274$760.0K0.03%00.0%Unchanged
Pinnacle Associates Ltd20,937$825.1K0.01%+20,937New
Cardinal Capital Management22,053$869.1K0.18%+366+1.7%Added
Rhumbline Advisers22,561$889.1K0.00%+116+0.5%Added
Pinnacle Holdings, LLC26,718$1.05M0.47%+729+2.8%Added
Stifel Financial Corp27,969$1.10M0.00%+448+1.6%Added
Credit Suisse AG29,072$1.15M0.00%+11,401+64.5%Added
Swiss National Bank29,900$1.18M0.00%00.0%Unchanged
Millennium Management LLC30,056$1.18M0.00%+30,056New
Goldman Sachs Group Inc31,112$1.23M0.00%+20,166+184.2%Added
Allen Holding Inc31,716$1.25M0.17%00.0%Unchanged
Allen Operations LLC32,800$1.29M0.29%00.0%Unchanged
Parthenon LLC34,657$1.37M0.20%00.0%Unchanged
Invesco Ltd.35,323$1.39M0.00%−3,051−8.0%Reduced
Dean Capital Management35,872$1.41M1.89%−18,951−34.6%Reduced
AQR Capital Management LLC38,953$1.54M0.00%−7,458−16.1%Reduced
Aristides Capital LLC41,618$1.64M0.97%−18,382−30.6%Reduced
Two Sigma Advisers, LP43,700$1.72M0.00%−4,900−10.1%Reduced
Nuveen Asset Management, LLC45,150$1.78M0.00%+2,348+5.5%Added
State Board of Administration of Florida Retirement System45,589$1.80M0.00%+4,066+9.8%Added
Ameriprise Financial Inc50,562$1.99M0.00%+2,910+6.1%Added
Morgan Stanley54,510$2.15M0.00%−1,295−2.3%Reduced
Penn Mutual Asset Management, LLC58,527$2.31M2.08%+10,000+20.6%Added
Allen Investment Management LLC60,077$2.37M0.03%00.0%Unchanged