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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 569 | $11.4B |
| Q1 2026 | 500 | $7.68B |
| Q4 2025 | 438 | $3.99B |
| Q3 2025 | 394 | $3.49B |
| Q2 2025 | 357 | $2.66B |
| Q1 2025 | 294 | $1.51B |
| Q4 2024 | 277 | $1.59B |
| Q3 2024 | 245 | $1.21B |
| Q2 2024 | 206 | $818.5M |
| Q1 2024 | 160 | $530.2M |
| Q4 2023 | 149 | $494.8M |
| Q3 2023 | 140 | $473.9M |
| Q2 2023 | 128 | $417.0M |
| Q1 2023 | 124 | $440.8M |
| Q4 2022 | 118 | $409.0M |
| Q3 2022 | 118 | $365.0M |
| Q2 2022 | 116 | $439.0M |
| Q1 2022 | 137 | $505.5M |
| Q4 2021 | 129 | $509.2M |
| Q3 2021 | 117 | $578.9M |
| Q2 2021 | 126 | $634.9M |
| Q1 2021 | 138 | $726.2M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parthenon LLC | 30,657 | $1.43M | 0.20% | −4,000−11.5% | Reduced |
| Bank of America Corp | 31,405 | $1.47M | 0.00% | −73,655−70.1% | Reduced |
| Allen Holding Inc | 31,716 | $1.48M | 0.21% | 00.0% | Unchanged |
| Deutsche Bank AG | 32,192 | $1.51M | 0.00% | +26,181+435.6% | Added |
| Allen Operations LLC | 32,800 | $1.53M | 0.30% | 00.0% | Unchanged |
| Credit Suisse AG | 35,724 | $1.67M | 0.00% | +10,496+41.6% | Added |
| Barclays PLC | 36,425 | $1.70M | 0.00% | +31,650+662.8% | Added |
| Two Sigma Advisers, LP | 36,600 | $1.71M | 0.00% | −2,800−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 42,209 | $1.97M | 0.00% | −861−2.0% | Reduced |
| Goldman Sachs Group Inc | 43,576 | $2.04M | 0.00% | +9,219+26.8% | Added |
| Los Angeles Capital Management LLC | 45,260 | $2.12M | 0.01% | +24,769+120.9% | Added |
| Invesco Ltd. | 46,896 | $2.19M | 0.00% | +4,117+9.6% | Added |
| Penn Mutual Asset Management, LLC | 47,747 | $2.23M | 1.72% | −10,130−17.5% | Reduced |
| Essex Investment Management Co LLC | 49,165 | $2.30M | 0.45% | +49,165 | New |
| Jupiter Asset Management Ltd | 57,570 | $2.69M | 0.03% | +44,314+334.3% | Added |
| Ameriprise Financial Inc | 58,249 | $2.73M | 0.00% | +8,113+16.2% | Added |
| Nuveen Asset Management, LLC | 59,156 | $2.77M | 0.00% | +171+0.3% | Added |
| Allen Investment Management LLC | 60,077 | $2.81M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 66,852 | $3.13M | 0.00% | +34+0.1% | Added |
| Morgan Stanley | 75,083 | $3.51M | 0.00% | −10,034−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 80,289 | $3.76M | 0.00% | +80,289 | New |
| Dean Investment Associates, LLC | 87,055 | $4.07M | 0.58% | −2,407−2.7% | Reduced |
| Raymond James & Associates | 89,866 | $4.20M | 0.00% | −30,475−25.3% | Reduced |
| Keeley-Teton Advisors, LLC | 91,742 | $4.29M | 0.55% | −35,142−27.7% | Reduced |
| Wells Fargo & Company | 104,125 | $4.87M | 0.00% | +100,668+2,912.0% | Added |
| Money Concepts Capital Corp | 104,572 | $4.89M | 0.45% | −4,450−4.1% | Reduced |
| Bank of New York Mellon Corp | 113,031 | $5.29M | 0.00% | −20,005−15.0% | Reduced |
| Legato Capital Management LLC | 116,613 | $5.46M | 0.71% | +13,431+13.0% | Added |
| Acadian Asset Management LLC | 129,209 | $6.04M | 0.02% | +100,628+352.1% | Added |
| Northern Trust Corp | 134,954 | $6.31M | 0.00% | +4,493+3.4% | Added |
| JPMorgan Chase & Co | 138,532 | $6.48M | 0.00% | −153,419−52.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,063 | $6.51M | 0.03% | +15,254+12.3% | Added |
| American Century Companies Inc | 139,714 | $6.54M | 0.00% | +120,438+624.8% | Added |
| AQR Capital Management LLC | 161,805 | $7.57M | 0.01% | +80,089+98.0% | Added |
| John G Ullman & Associates Inc | 162,129 | $7.59M | 1.20% | −1,736−1.1% | Reduced |
| Millennium Management LLC | 164,987 | $7.72M | 0.01% | +142,927+647.9% | Added |
| Royce & Associates LP | 179,984 | $8.42M | 0.08% | −14,100−7.3% | Reduced |
| Azarias Capital Management, L.P. | 180,525 | $8.45M | 3.76% | +7,382+4.3% | Added |
| Charles Schwab Investment Management Inc | 181,179 | $8.48M | 0.00% | −6,758−3.6% | Reduced |
| Geode Capital Management, LLC | 274,053 | $12.8M | 0.00% | +9,685+3.7% | Added |
| State Street Corp | 335,011 | $15.7M | 0.00% | −1,347−0.4% | Reduced |
| AltraVue Capital, LLC | 341,662 | $16.0M | 1.84% | −13,450−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 385,482 | $18.0M | 0.04% | −10,182−2.6% | Reduced |
| Wellington Management Group LLP | 385,647 | $18.0M | 0.00% | −104,388−21.3% | Reduced |
| Renaissance Technologies LLC | 503,996 | $23.6M | 0.04% | +34,200+7.3% | Added |
| Vanguard Group Inc | 714,009 | $33.4M | 0.00% | +17,150+2.5% | Added |
| Dimensional Fund Advisors LP | 798,240 | $37.4M | 0.01% | −9,366−1.2% | Reduced |
| River Road Asset Management, LLC | 1,109,515 | $51.9M | 0.72% | −373,294−25.2% | Reduced |
| BlackRock Inc. | 1,436,745 | $67.2M | 0.00% | +107,696+8.1% | Added |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −19,274−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,129−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,458−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |