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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
Allen Operations LLC32,800$1.49M0.33%00.0%Unchanged
Goldman Sachs Group Inc34,357$1.56M0.00%+3,245+10.4%Added
Parthenon LLC34,657$1.58M0.24%00.0%Unchanged
Dean Capital Management35,817$1.63M1.22%−55−0.2%Reduced
Aristides Capital LLC37,541$1.71M1.14%−4,077−9.8%Reduced
Two Sigma Advisers, LP39,400$1.79M0.00%−4,300−9.8%Reduced
Invesco Ltd.42,779$1.95M0.00%+7,456+21.1%Added
State Board of Administration of Florida Retirement System43,070$1.96M0.00%−2,519−5.5%Reduced
Ameriprise Financial Inc50,136$2.28M0.00%−426−0.8%Reduced
Russell Investments Group, Ltd.55,039$2.51M0.00%−9,122−14.2%Reduced
Penn Mutual Asset Management, LLC57,877$2.63M2.47%−650−1.1%Reduced
Nuveen Asset Management, LLC58,985$2.68M0.00%+13,835+30.6%Added
Allen Investment Management LLC60,077$2.73M0.04%00.0%Unchanged
New York State Common Retirement Fund66,818$3.04M0.00%−280.0%Reduced
AQR Capital Management LLC81,716$3.72M0.01%+42,763+109.8%Added
Morgan Stanley85,117$3.87M0.00%+30,607+56.1%Added
Dean Investment Associates, LLC89,462$4.07M0.67%−607−0.7%Reduced
Legato Capital Management LLC103,182$4.70M0.68%−55−0.1%Reduced
Bank of America Corp105,060$4.78M0.00%+2,966+2.9%Added
Money Concepts Capital Corp109,022$4.96M0.52%+1,482+1.4%Added
Raymond James & Associates120,341$5.48M0.00%−404−0.3%Reduced
Jacobs Levy Equity Management, Inc123,809$5.64M0.03%−16,464−11.7%Reduced
Keeley-Teton Advisors, LLC126,884$5.78M0.81%−3,458−2.7%Reduced
Northern Trust Corp130,461$5.94M0.00%−1,859−1.4%Reduced
Bank of New York Mellon Corp133,036$6.06M0.00%−471−0.4%Reduced
John G Ullman & Associates Inc163,865$7.46M1.22%−3,287−2.0%Reduced
Azarias Capital Management, L.P.173,143$7.88M3.89%+47,332+37.6%Added
Charles Schwab Investment Management Inc187,937$8.55M0.00%−5,023−2.6%Reduced
Royce & Associates LP194,084$8.83M0.09%−243−0.1%Reduced
Geode Capital Management, LLC264,368$12.0M0.00%+4,232+1.6%Added
JPMorgan Chase & Co291,951$13.3M0.00%−28,445−8.9%Reduced
State Street Corp336,358$15.3M0.00%+4,012+1.2%Added
AltraVue Capital, LLC355,112$16.2M1.92%−10,994−3.0%Reduced
Mirae Asset Global Investments Co., Ltd.395,664$18.0M0.04%+32,958+9.1%Added
Renaissance Technologies LLC469,796$21.4M0.04%+20,497+4.6%Added
Wellington Management Group LLP490,035$22.3M0.00%−4,100−0.8%Reduced
Vanguard Group Inc696,859$31.7M0.00%−25,416−3.5%Reduced
Dimensional Fund Advisors LP807,606$36.8M0.01%−9,260−1.1%Reduced
BlackRock Inc.1,329,049$60.5M0.00%+45,688+3.6%Added
River Road Asset Management, LLC1,482,809$67.5M0.96%−188,125−11.3%Reduced
Wasatch Advisors Inc0$00.00%−147,917−100.0%Sold out
First Trust Advisors LP0$00.00%−99,670−100.0%Sold out
Winton Group Ltd0$00.00%−15,299−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−8,813−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−7,953−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−7,630−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−3,077−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,794−100.0%Sold out