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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
Covestor Ltd7$00.00%−1−12.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$170.00%0Unchanged
GAMMA Investing LLC2$890.00%+2New
Global Retirement Partners, LLC3$1370.00%+3New
First Horizon Advisors, Inc.14$6770.00%00.0%Unchanged
Rockbridge Investment Management, LCC20$9360.00%+20New
Assetmark, Inc50$2.34K0.00%+50New
Wetzel Investment Advisors, Inc.68$3.00K0.00%+68New
McIlrath & Eck, LLC72$3.37K0.00%+72New
NewSquare Capital LLC141$6.60K0.00%00.0%Unchanged
CWM, LLC229$11.0K0.00%+94+69.6%Added
Signaturefd, LLC261$12.2K0.00%+43+19.7%Added
Qube Research & Technologies Ltd382$17.9K0.00%+382New
Founders Capital Management400$18.7K0.01%00.0%Unchanged
FMR LLC436$20.4K0.00%−45−9.4%Reduced
Investors Research Corp600$28.1K0.01%00.0%Unchanged
Quadrant Capital Group LLC669$31.3K0.00%+105+18.6%Added
Metropolitan Life Insurance Co757$35.4K0.00%00.0%Unchanged
Gladius Capital Management LP1,004$47.0K0.03%+64+6.8%Added
Amalgamated Bank1,117$52.0K0.00%−130−10.4%Reduced
Citadel Advisors LLC1,114$52.1K0.00%−2,312−67.5%Reduced
New York State Teachers Retirement System1,135$53.0K0.00%+1,135New
SYSTM Wealth Solutions LLC1,176$55.0K0.01%+1,176New
Ameritas Investment Partners, Inc.1,271$59.5K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,358$64.0K0.00%+1,358New
Amundi1,595$74.7K0.00%+978+158.5%Added
Great West Life Assurance Co2,348$109.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,400$112.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,409$112.8K0.00%−325−11.9%Reduced
The PNC Financial Services Group, Inc.2,557$119.6K0.00%−4,622−64.4%Reduced
Parallel Advisors, LLC2,755$128.9K0.00%+152+5.8%Added
Citigroup Inc3,004$140.6K0.00%+1,899+171.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,720$174.1K0.00%00.0%Unchanged
Nebula Research & Development LLC4,534$212.1K0.06%+4,534New
Creative Planning4,570$213.8K0.00%+4,570New
Royal Bank of Canada4,814$226.0K0.00%+2,433+102.2%Added
Price T Rowe Associates Inc5,117$240.0K0.00%−476−8.5%Reduced
Campbell & CO Investment Adviser LLC5,131$240.1K0.02%−9,510−65.0%Reduced
Manufacturers Life Insurance Company, The5,140$240.5K0.00%00.0%Unchanged
Mariner, LLC5,274$246.8K0.00%+5,274New
GWM Advisors LLC5,802$255.6K0.00%−412−6.6%Reduced
Voya Investment Management LLC5,605$262.3K0.00%+36+0.6%Added
Mission Wealth Management, LP5,650$264.4K0.01%00.0%Unchanged
Seizert Capital Partners, LLC5,979$279.8K0.01%+5,979New
RBF Capital, LLC6,000$280.7K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,000$280.7K0.00%00.0%Unchanged
Susquehanna International Group, LLP6,024$281.9K0.00%+6,024New
American International Group, Inc.6,301$294.8K0.00%−25−0.4%Reduced
Watershed Asset Management, L.L.C.6,321$295.8K0.35%+441+7.5%Added
Janus Henderson Group PLC6,723$314.8K0.00%−11−0.2%Reduced
Easterly Investment Partners LLC6,788$317.6K0.03%+6,788New
MetLife Investment Management6,793$317.8K0.00%00.0%Unchanged
Truist Financial Corp6,914$323.5K0.00%00.0%Unchanged
SG Americas Securities, LLC6,918$324.0K0.00%+1,093+18.8%Added
Alliancebernstein L.P.6,937$324.6K0.00%+1,360+24.4%Added
Franklin Resources Inc7,185$336.2K0.00%−16−0.2%Reduced
Summit Global Investments7,617$356.0K0.02%+7,617New
Lazard Asset Management LLC7,677$358.0K0.00%+4,760+163.2%Added
Putnam Investments LLC8,151$381.4K0.00%+8,151New
New York Life Investment Management LLC8,533$399.3K0.00%−251−2.9%Reduced
BNP Paribas Arbitrage, SA8,815$412.5K0.00%−1,574−15.2%Reduced
Cetera Advisors LLC8,860$414.5K0.01%−703−7.4%Reduced
Exchange Traded Concepts, LLC8,904$416.6K0.01%+282+3.3%Added
Tower Research Capital LLC (TRC)9,128$427.1K0.01%+6,334+226.7%Added
D. E. Shaw & Co., Inc.9,527$445.8K0.00%+5,081+114.3%Added
Connor, Clark & Lunn Investment Management Ltd.9,657$451.9K0.00%+9,657New
Two Sigma Investments, LP10,760$503.5K0.00%−3,537−24.7%Reduced
US Bancorp11,332$530.2K0.00%+2,980+35.7%Added
Legal & General Group Plc11,431$534.9K0.00%00.0%Unchanged
Advisory Research Inc11,488$537.5K0.08%−471−3.9%Reduced
Guggenheim Capital LLC11,879$555.8K0.00%−144−1.2%Reduced
UBS Asset Management Americas Inc12,556$587.5K0.00%00.0%Unchanged
Victory Capital Management Inc12,637$591.3K0.00%−513−3.9%Reduced
Public Employees Retirement System of Ohio12,648$591.8K0.00%+423+3.5%Added
Kennedy Capital Management, Inc.13,248$619.9K0.01%−1,520−10.3%Reduced
Trexquant Investment LP13,320$623.2K0.01%+13,320New
Aviva PLC13,357$625.0K0.00%+13,357New
California State Teachers Retirement System13,358$625.0K0.00%−1,316−9.0%Reduced
Jane Street Group, LLC13,735$642.7K0.00%+7,510+120.6%Added
Versor Investments LP14,700$687.8K0.14%+3,900+36.1%Added
Quadrature Capital Ltd16,754$785.3K0.01%+1,233+7.9%Added
Cubic Asset Management, LLC16,870$789.3K0.20%00.0%Unchanged
Martingale Asset Management L P17,516$819.6K0.02%+916+5.5%Added
Allspring Global Investments Holdings, LLC18,005$842.5K0.00%+14,092+360.1%Added
Teacher Retirement System of Texas18,210$852.0K0.01%+8,704+91.6%Added
Keene & Associates, Inc.18,337$858.0K0.71%+97+0.5%Added
Aristides Capital LLC19,546$914.6K0.46%−17,995−47.9%Reduced
State of Wisconsin Investment Board20,599$963.8K0.00%+4,856+30.8%Added
Cubist Systematic Strategies, LLC20,806$973.5K0.01%+9,223+79.6%Added
UBS Group AG21,405$1.00M0.00%+9,436+78.8%Added
Pinnacle Associates Ltd21,712$1.02M0.02%00.0%Unchanged
Rhumbline Advisers22,900$1.07M0.00%−78−0.3%Reduced
Cardinal Capital Management22,904$1.07M0.20%+237+1.0%Added
Comerica Bank23,321$1.09M0.01%−4,645−16.6%Reduced
Russell Investments Group, Ltd.24,004$1.12M0.00%−31,035−56.4%Reduced
Swiss National Bank24,900$1.17M0.00%−4,600−15.6%Reduced
Pinnacle Holdings, LLC26,358$1.23M0.51%+1,612+6.5%Added
SEI Investments Co26,472$1.24M0.00%+17,619+199.0%Added
Stifel Financial Corp28,632$1.34M0.00%+775+2.8%Added
Dean Capital Management29,470$1.38M0.85%−6,347−17.7%Reduced