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, 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
Russell Investments Group, Ltd.64,161$2.53M0.00%−81,918−56.1%Reduced
New York State Common Retirement Fund66,846$2.63M0.00%−2,404−3.5%Reduced
Dean Investment Associates, LLC90,069$3.55M0.58%−55,195−38.0%Reduced
First Trust Advisors LP99,670$3.93M0.00%−22,201−18.2%Reduced
Bank of America Corp102,094$4.02M0.00%+4,155+4.2%Added
Legato Capital Management LLC103,237$4.07M0.55%+48,414+88.3%Added
Money Concepts Capital Corp107,540$4.24M0.43%+1,445+1.4%Added
Raymond James & Associates120,745$4.76M0.00%−21,481−15.1%Reduced
Azarias Capital Management, L.P.125,811$4.96M4.15%+18,047+16.7%Added
Keeley-Teton Advisors, LLC130,342$5.14M0.66%−6,262−4.6%Reduced
Northern Trust Corp132,320$5.21M0.00%+6,324+5.0%Added
Bank of New York Mellon Corp133,507$5.26M0.00%−1,812−1.3%Reduced
Jacobs Levy Equity Management, Inc140,273$5.53M0.03%+1,625+1.2%Added
Wasatch Advisors Inc147,917$5.83M0.04%−3,809−2.5%Reduced
John G Ullman & Associates Inc167,152$6.59M1.02%−3,813−2.2%Reduced
Charles Schwab Investment Management Inc192,960$7.60M0.00%−5,978−3.0%Reduced
Royce & Associates LP194,327$7.66M0.07%+34,000+21.2%Added
Geode Capital Management, LLC260,136$10.3M0.00%+5,061+2.0%Added
JPMorgan Chase & Co320,396$12.6M0.00%−261,483−44.9%Reduced
State Street Corp332,346$13.1M0.00%−69,276−17.2%Reduced
Mirae Asset Global Investments Co., Ltd.362,706$14.3M0.03%+39,377+12.2%Added
AltraVue Capital, LLC366,106$14.4M1.70%+3,640+1.0%Added
Renaissance Technologies LLC449,299$17.7M0.03%+2,200+0.5%Added
Wellington Management Group LLP494,135$19.5M0.00%+279,435+130.2%Added
Vanguard Group Inc722,275$28.5M0.00%+3,210+0.4%Added
Dimensional Fund Advisors LP816,866$32.2M0.01%−13,787−1.7%Reduced
BlackRock Inc.1,283,361$50.6M0.00%−45,243−3.4%Reduced
River Road Asset Management, LLC1,670,934$65.9M0.91%−73,824−4.2%Reduced
CM Wealth Advisors LLC0$00.00%−28,117−100.0%Sold out
Unison Advisors LLC0$00.00%−7,871−100.0%Sold out
Panagora Asset Management Inc0$00.00%−7,850−100.0%Sold out
SG Americas Securities, LLC0$00.00%−7,494−100.0%Sold out
Advisory Research Inc0$00.00%−6,465−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,137−100.0%Sold out
Prudential Financial Inc0$00.00%−5,224−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−73−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−71−100.0%Sold out
Ellevest, Inc.0$00.00%−41−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−38−100.0%Sold out
Steward Financial Group LLC0$00.00%−17−100.0%Sold out
Investment Management of Virginia LLC––––Not filed