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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, Q3 2023

Institutional positions in Argan Inc as of Sep 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
140
+12 vs. Q2 2023
Shares held
10.4M
−171.0K (−1.6%) vs. Q2 2023
Total value
$473.9M
+$56.9M (+13.6%) vs. Q2 2023
New holders
20
37 more added
Sold out
8
60 more reduced

Compare with Q2 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 holdersQ3 2023: 140 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 heldQ3 2023: $473.9M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q2 2023.

Institutions holding AGX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC1,482,809$67.5M0.96%−188,125−11.3%Reduced
BlackRock Inc.1,329,049$60.5M0.00%+45,688+3.6%Added
Dimensional Fund Advisors LP807,606$36.8M0.01%−9,260−1.1%Reduced
Vanguard Group Inc696,859$31.7M0.00%−25,416−3.5%Reduced
Wellington Management Group LLP490,035$22.3M0.00%−4,100−0.8%Reduced
Renaissance Technologies LLC469,796$21.4M0.04%+20,497+4.6%Added
Mirae Asset Global Investments Co., Ltd.395,664$18.0M0.04%+32,958+9.1%Added
AltraVue Capital, LLC355,112$16.2M1.92%−10,994−3.0%Reduced
State Street Corp336,358$15.3M0.00%+4,012+1.2%Added
JPMorgan Chase & Co291,951$13.3M0.00%−28,445−8.9%Reduced
Geode Capital Management, LLC264,368$12.0M0.00%+4,232+1.6%Added
Royce & Associates LP194,084$8.83M0.09%−243−0.1%Reduced
Charles Schwab Investment Management Inc187,937$8.55M0.00%−5,023−2.6%Reduced
Azarias Capital Management, L.P.173,143$7.88M3.89%+47,332+37.6%Added
John G Ullman & Associates Inc163,865$7.46M1.22%−3,287−2.0%Reduced
Bank of New York Mellon Corp133,036$6.06M0.00%−471−0.4%Reduced
Northern Trust Corp130,461$5.94M0.00%−1,859−1.4%Reduced
Keeley-Teton Advisors, LLC126,884$5.78M0.81%−3,458−2.7%Reduced
Jacobs Levy Equity Management, Inc123,809$5.64M0.03%−16,464−11.7%Reduced
Raymond James & Associates120,341$5.48M0.00%−404−0.3%Reduced
Money Concepts Capital Corp109,022$4.96M0.52%+1,482+1.4%Added
Bank of America Corp105,060$4.78M0.00%+2,966+2.9%Added
Legato Capital Management LLC103,182$4.70M0.68%−55−0.1%Reduced
Dean Investment Associates, LLC89,462$4.07M0.67%−607−0.7%Reduced
Morgan Stanley85,117$3.87M0.00%+30,607+56.1%Added
AQR Capital Management LLC81,716$3.72M0.01%+42,763+109.8%Added
New York State Common Retirement Fund66,818$3.04M0.00%−280.0%Reduced
Allen Investment Management LLC60,077$2.73M0.04%00.0%Unchanged
Nuveen Asset Management, LLC58,985$2.68M0.00%+13,835+30.6%Added
Penn Mutual Asset Management, LLC57,877$2.63M2.47%−650−1.1%Reduced
Russell Investments Group, Ltd.55,039$2.51M0.00%−9,122−14.2%Reduced
Ameriprise Financial Inc50,136$2.28M0.00%−426−0.8%Reduced
State Board of Administration of Florida Retirement System43,070$1.96M0.00%−2,519−5.5%Reduced
Invesco Ltd.42,779$1.95M0.00%+7,456+21.1%Added
Two Sigma Advisers, LP39,400$1.79M0.00%−4,300−9.8%Reduced
Aristides Capital LLC37,541$1.71M1.14%−4,077−9.8%Reduced
Dean Capital Management35,817$1.63M1.22%−55−0.2%Reduced
Parthenon LLC34,657$1.58M0.24%00.0%Unchanged
Goldman Sachs Group Inc34,357$1.56M0.00%+3,245+10.4%Added
Allen Operations LLC32,800$1.49M0.33%00.0%Unchanged
Allen Holding Inc31,716$1.44M0.20%00.0%Unchanged
Swiss National Bank29,500$1.34M0.00%−400−1.3%Reduced
Acadian Asset Management LLC28,581$1.30M0.01%+28,581New
Comerica Bank27,966$1.27M0.01%+27,966New
Stifel Financial Corp27,857$1.27M0.00%−112−0.4%Reduced
Credit Suisse AG25,228$1.15M0.00%−3,844−13.2%Reduced
Pinnacle Holdings, LLC24,746$1.13M0.53%−1,972−7.4%Reduced
Rhumbline Advisers22,978$1.05M0.00%+417+1.8%Added
Cardinal Capital Management22,667$1.03M0.21%+614+2.8%Added
Millennium Management LLC22,060$1.00M0.00%−7,996−26.6%Reduced
Pinnacle Associates Ltd21,712$988.3K0.02%+775+3.7%Added
Los Angeles Capital Management LLC20,491$932.8K0.00%+5,534+37.0%Added
American Century Companies Inc19,276$877.4K0.00%+12,186+171.9%Added
Wesbanco Bank Inc19,274$877.4K0.04%00.0%Unchanged
Keene & Associates, Inc.18,240$830.3K0.67%+651+3.7%Added
Cubic Asset Management, LLC16,870$767.9K0.21%−205−1.2%Reduced
Martingale Asset Management L P16,600$755.6K0.02%+813+5.1%Added
State of Wisconsin Investment Board15,743$716.6K0.00%−3,130−16.6%Reduced
Quadrature Capital Ltd15,521$707.6K0.01%+15,521New
Kennedy Capital Management, Inc.14,768$672.2K0.02%00.0%Unchanged
California State Teachers Retirement System14,674$668.0K0.00%−1,489−9.2%Reduced
Campbell & CO Investment Adviser LLC14,641$666.5K0.08%+14,641New
Two Sigma Investments, LP14,297$650.8K0.00%+14,297New
Boston Partners13,341$607.3K0.00%−3,622−21.4%Reduced
Jupiter Asset Management Ltd13,256$603.4K0.01%00.0%Unchanged
Victory Capital Management Inc13,150$598.6K0.00%−672−4.9%Reduced
UBS Asset Management Americas Inc12,556$571.5K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio12,225$556.0K0.00%−31−0.3%Reduced
Guggenheim Capital LLC12,023$547.3K0.00%+12,023New
UBS Group AG11,969$544.8K0.00%−130−1.1%Reduced
Advisory Research Inc11,959$544.4K0.08%+11,959New
Cornercap Investment Counsel Inc11,873$540.5K0.10%+101+0.9%Added
Cubist Systematic Strategies, LLC11,583$527.3K0.01%+11,583New
Legal & General Group Plc11,431$520.3K0.00%−248−2.1%Reduced
Algert Global LLC11,129$506.6K0.02%+11,129New
Jump Financial, LLC10,827$492.8K0.02%+10,827New
Versor Investments LP10,800$491.6K0.10%+10,800New
BNP Paribas Arbitrage, SA10,389$472.9K0.00%+3,177+44.1%Added
Cetera Advisors LLC9,563$435.3K0.01%−3,814−28.5%Reduced
Teacher Retirement System of Texas9,506$433.0K0.00%+4,176+78.3%Added
HRT Financial LP9,105$414.0K0.00%−4,914−35.1%Reduced
SEI Investments Co8,853$403.0K0.00%+8,853New
New York Life Investment Management LLC8,784$399.8K0.00%−1,400−13.7%Reduced
Exchange Traded Concepts, LLC8,622$392.5K0.01%−894−9.4%Reduced
US Bancorp8,352$380.2K0.00%−45−0.5%Reduced
Franklin Resources Inc7,201$327.8K0.00%−1,795−20.0%Reduced
The PNC Financial Services Group, Inc.7,179$326.8K0.00%−526−6.8%Reduced
Balyasny Asset Management LLC7,108$323.6K0.00%+7,108New
Truist Financial Corp6,914$314.7K0.00%00.0%Unchanged
MetLife Investment Management6,793$309.2K0.00%−500−6.9%Reduced
Janus Henderson Group PLC6,734$306.6K0.00%+10.0%Added
American International Group, Inc.6,326$288.0K0.00%+224+3.7%Added
Squarepoint Ops LLC6,256$284.8K0.00%−4,931−44.1%Reduced
Jane Street Group, LLC6,225$283.4K0.00%+6,225New
GWM Advisors LLC6,214$282.9K0.00%+6,189+24,756.0%Added
Deutsche Bank AG6,011$273.6K0.00%00.0%Unchanged
RBF Capital, LLC6,000$273.1K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,000$273.1K0.00%00.0%Unchanged
Watershed Asset Management, L.L.C.5,880$267.7K0.32%+5,880New
SG Americas Securities, LLC5,825$265.0K0.00%+5,825New