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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, Q4 2023

Institutional positions in Argan Inc as of Dec 31, 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
149
+10 vs. Q3 2023
Shares held
10.6M
+164.3K (+1.6%) vs. Q3 2023
Total value
$494.8M
+$20.9M (+4.4%) vs. Q3 2023
New holders
23
55 more added
Sold out
13
48 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 149 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 heldQ4 2023: $494.8M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2023.

Institutions holding AGX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,436,745$67.2M0.00%+107,696+8.1%Added
River Road Asset Management, LLC1,109,515$51.9M0.72%−373,294−25.2%Reduced
Dimensional Fund Advisors LP798,240$37.4M0.01%−9,366−1.2%Reduced
Vanguard Group Inc714,009$33.4M0.00%+17,150+2.5%Added
Renaissance Technologies LLC503,996$23.6M0.04%+34,200+7.3%Added
Wellington Management Group LLP385,647$18.0M0.00%−104,388−21.3%Reduced
Mirae Asset Global Investments Co., Ltd.385,482$18.0M0.04%−10,182−2.6%Reduced
AltraVue Capital, LLC341,662$16.0M1.84%−13,450−3.8%Reduced
State Street Corp335,011$15.7M0.00%−1,347−0.4%Reduced
Geode Capital Management, LLC274,053$12.8M0.00%+9,685+3.7%Added
Charles Schwab Investment Management Inc181,179$8.48M0.00%−6,758−3.6%Reduced
Azarias Capital Management, L.P.180,525$8.45M3.76%+7,382+4.3%Added
Royce & Associates LP179,984$8.42M0.08%−14,100−7.3%Reduced
Millennium Management LLC164,987$7.72M0.01%+142,927+647.9%Added
John G Ullman & Associates Inc162,129$7.59M1.20%−1,736−1.1%Reduced
AQR Capital Management LLC161,805$7.57M0.01%+80,089+98.0%Added
American Century Companies Inc139,714$6.54M0.00%+120,438+624.8%Added
Jacobs Levy Equity Management, Inc139,063$6.51M0.03%+15,254+12.3%Added
JPMorgan Chase & Co138,532$6.48M0.00%−153,419−52.5%Reduced
Northern Trust Corp134,954$6.31M0.00%+4,493+3.4%Added
Acadian Asset Management LLC129,209$6.04M0.02%+100,628+352.1%Added
Legato Capital Management LLC116,613$5.46M0.71%+13,431+13.0%Added
Bank of New York Mellon Corp113,031$5.29M0.00%−20,005−15.0%Reduced
Money Concepts Capital Corp104,572$4.89M0.45%−4,450−4.1%Reduced
Wells Fargo & Company104,125$4.87M0.00%+100,668+2,912.0%Added
Keeley-Teton Advisors, LLC91,742$4.29M0.55%−35,142−27.7%Reduced
Raymond James & Associates89,866$4.20M0.00%−30,475−25.3%Reduced
Dean Investment Associates, LLC87,055$4.07M0.58%−2,407−2.7%Reduced
Arrowstreet Capital, Limited Partnership80,289$3.76M0.00%+80,289New
Morgan Stanley75,083$3.51M0.00%−10,034−11.8%Reduced
New York State Common Retirement Fund66,852$3.13M0.00%+34+0.1%Added
Allen Investment Management LLC60,077$2.81M0.04%00.0%Unchanged
Nuveen Asset Management, LLC59,156$2.77M0.00%+171+0.3%Added
Ameriprise Financial Inc58,249$2.73M0.00%+8,113+16.2%Added
Jupiter Asset Management Ltd57,570$2.69M0.03%+44,314+334.3%Added
Essex Investment Management Co LLC49,165$2.30M0.45%+49,165New
Penn Mutual Asset Management, LLC47,747$2.23M1.72%−10,130−17.5%Reduced
Invesco Ltd.46,896$2.19M0.00%+4,117+9.6%Added
Los Angeles Capital Management LLC45,260$2.12M0.01%+24,769+120.9%Added
Goldman Sachs Group Inc43,576$2.04M0.00%+9,219+26.8%Added
State Board of Administration of Florida Retirement System42,209$1.97M0.00%−861−2.0%Reduced
Two Sigma Advisers, LP36,600$1.71M0.00%−2,800−7.1%Reduced
Barclays PLC36,425$1.70M0.00%+31,650+662.8%Added
Credit Suisse AG35,724$1.67M0.00%+10,496+41.6%Added
Allen Operations LLC32,800$1.53M0.30%00.0%Unchanged
Deutsche Bank AG32,192$1.51M0.00%+26,181+435.6%Added
Allen Holding Inc31,716$1.48M0.21%00.0%Unchanged
Bank of America Corp31,405$1.47M0.00%−73,655−70.1%Reduced
Parthenon LLC30,657$1.43M0.20%−4,000−11.5%Reduced
Dean Capital Management29,470$1.38M0.85%−6,347−17.7%Reduced
Stifel Financial Corp28,632$1.34M0.00%+775+2.8%Added
SEI Investments Co26,472$1.24M0.00%+17,619+199.0%Added
Pinnacle Holdings, LLC26,358$1.23M0.51%+1,612+6.5%Added
Swiss National Bank24,900$1.17M0.00%−4,600−15.6%Reduced
Russell Investments Group, Ltd.24,004$1.12M0.00%−31,035−56.4%Reduced
Comerica Bank23,321$1.09M0.01%−4,645−16.6%Reduced
Cardinal Capital Management22,904$1.07M0.20%+237+1.0%Added
Rhumbline Advisers22,900$1.07M0.00%−78−0.3%Reduced
Pinnacle Associates Ltd21,712$1.02M0.02%00.0%Unchanged
UBS Group AG21,405$1.00M0.00%+9,436+78.8%Added
Cubist Systematic Strategies, LLC20,806$973.5K0.01%+9,223+79.6%Added
State of Wisconsin Investment Board20,599$963.8K0.00%+4,856+30.8%Added
Aristides Capital LLC19,546$914.6K0.46%−17,995−47.9%Reduced
Keene & Associates, Inc.18,337$858.0K0.71%+97+0.5%Added
Teacher Retirement System of Texas18,210$852.0K0.01%+8,704+91.6%Added
Allspring Global Investments Holdings, LLC18,005$842.5K0.00%+14,092+360.1%Added
Martingale Asset Management L P17,516$819.6K0.02%+916+5.5%Added
Cubic Asset Management, LLC16,870$789.3K0.20%00.0%Unchanged
Quadrature Capital Ltd16,754$785.3K0.01%+1,233+7.9%Added
Versor Investments LP14,700$687.8K0.14%+3,900+36.1%Added
Jane Street Group, LLC13,735$642.7K0.00%+7,510+120.6%Added
California State Teachers Retirement System13,358$625.0K0.00%−1,316−9.0%Reduced
Aviva PLC13,357$625.0K0.00%+13,357New
Trexquant Investment LP13,320$623.2K0.01%+13,320New
Kennedy Capital Management, Inc.13,248$619.9K0.01%−1,520−10.3%Reduced
Public Employees Retirement System of Ohio12,648$591.8K0.00%+423+3.5%Added
Victory Capital Management Inc12,637$591.3K0.00%−513−3.9%Reduced
UBS Asset Management Americas Inc12,556$587.5K0.00%00.0%Unchanged
Guggenheim Capital LLC11,879$555.8K0.00%−144−1.2%Reduced
Advisory Research Inc11,488$537.5K0.08%−471−3.9%Reduced
Legal & General Group Plc11,431$534.9K0.00%00.0%Unchanged
US Bancorp11,332$530.2K0.00%+2,980+35.7%Added
Two Sigma Investments, LP10,760$503.5K0.00%−3,537−24.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.9,657$451.9K0.00%+9,657New
D. E. Shaw & Co., Inc.9,527$445.8K0.00%+5,081+114.3%Added
Tower Research Capital LLC (TRC)9,128$427.1K0.01%+6,334+226.7%Added
Exchange Traded Concepts, LLC8,904$416.6K0.01%+282+3.3%Added
Cetera Advisors LLC8,860$414.5K0.01%−703−7.4%Reduced
BNP Paribas Arbitrage, SA8,815$412.5K0.00%−1,574−15.2%Reduced
New York Life Investment Management LLC8,533$399.3K0.00%−251−2.9%Reduced
Putnam Investments LLC8,151$381.4K0.00%+8,151New
Lazard Asset Management LLC7,677$358.0K0.00%+4,760+163.2%Added
Summit Global Investments7,617$356.0K0.02%+7,617New
Franklin Resources Inc7,185$336.2K0.00%−16−0.2%Reduced
Alliancebernstein L.P.6,937$324.6K0.00%+1,360+24.4%Added
SG Americas Securities, LLC6,918$324.0K0.00%+1,093+18.8%Added
Truist Financial Corp6,914$323.5K0.00%00.0%Unchanged
MetLife Investment Management6,793$317.8K0.00%00.0%Unchanged
Easterly Investment Partners LLC6,788$317.6K0.03%+6,788New
Janus Henderson Group PLC6,723$314.8K0.00%−11−0.2%Reduced