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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, Q1 2024

Institutional positions in Argan Inc as of Mar 31, 2024. 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
160
+13 vs. Q4 2023
Shares held
10.6M
+4.13K (0.0%) vs. Q4 2023
Total value
$530.2M
+$36.1M (+7.3%) vs. Q4 2023
New holders
23
49 more added
Sold out
10
59 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 160 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 heldQ1 2024: $530.2M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q4 2023.

Institutions holding AGX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,391,365$70.3M0.00%−45,380−3.2%Reduced
River Road Asset Management, LLC1,031,100$52.1M0.70%−78,415−7.1%Reduced
Dimensional Fund Advisors LP781,092$39.5M0.01%−17,148−2.1%Reduced
Vanguard Group Inc726,171$36.7M0.00%+12,162+1.7%Added
Renaissance Technologies LLC498,996$25.2M0.04%−5,000−1.0%Reduced
AltraVue Capital, LLC335,382$17.0M1.84%−6,280−1.8%Reduced
State Street Corp330,890$16.7M0.00%−4,121−1.2%Reduced
Wellington Management Group LLP319,247$16.1M0.00%−66,400−17.2%Reduced
Geode Capital Management, LLC280,927$14.2M0.00%+6,874+2.5%Added
Mirae Asset Global Investments Co., Ltd.324,341$12.9M0.03%−61,141−15.9%Reduced
AQR Capital Management LLC253,264$12.8M0.02%+91,459+56.5%Added
American Century Companies Inc231,640$11.7M0.01%+91,926+65.8%Added
Charles Schwab Investment Management Inc183,454$9.27M0.00%+2,275+1.3%Added
Royce & Associates LP180,864$9.14M0.08%+880+0.5%Added
Azarias Capital Management, L.P.168,719$8.53M3.58%−11,806−6.5%Reduced
Wells Fargo & Company163,527$8.26M0.00%+59,402+57.0%Added
John G Ullman & Associates Inc156,129$7.89M1.21%−6,000−3.7%Reduced
Jacobs Levy Equity Management, Inc137,960$6.97M0.03%−1,103−0.8%Reduced
Northern Trust Corp132,248$6.68M0.00%−2,706−2.0%Reduced
Acadian Asset Management LLC131,987$6.67M0.02%+2,778+2.2%Added
Arrowstreet Capital, Limited Partnership127,452$6.44M0.01%+47,163+58.7%Added
Legato Capital Management LLC120,353$6.08M0.73%+3,740+3.2%Added
Bank of New York Mellon Corp109,665$5.54M0.00%−3,366−3.0%Reduced
JPMorgan Chase & Co104,595$5.29M0.00%−33,937−24.5%Reduced
Money Concepts Capital Corp103,144$5.21M0.48%−1,428−1.4%Reduced
Dean Investment Associates, LLC99,363$5.02M0.69%+12,308+14.1%Added
Raymond James & Associates90,801$4.59M0.00%+935+1.0%Added
Keeley-Teton Advisors, LLC89,426$4.52M0.56%−2,316−2.5%Reduced
Millennium Management LLC84,657$4.28M0.00%−80,330−48.7%Reduced
Morgan Stanley70,288$3.55M0.00%−4,795−6.4%Reduced
New York State Common Retirement Fund65,819$3.33M0.00%−1,033−1.5%Reduced
Bank of America Corp63,357$3.20M0.00%+31,952+101.7%Added
Parkwood LLC61,620$3.11M0.33%+61,620New
Allen Investment Management LLC60,077$3.04M0.04%00.0%Unchanged
Ameriprise Financial Inc57,600$2.91M0.00%−649−1.1%Reduced
Jupiter Asset Management Ltd57,570$2.91M0.03%00.0%Unchanged
Barclays PLC52,180$2.64M0.00%+15,755+43.3%Added
Essex Investment Management Co LLC49,947$2.52M0.50%+782+1.6%Added
Deutsche Bank AG42,292$2.14M0.00%+10,100+31.4%Added
Nuveen Asset Management, LLC40,330$2.04M0.00%−18,826−31.8%Reduced
Goldman Sachs Group Inc37,944$1.92M0.00%−5,632−12.9%Reduced
Martingale Asset Management L P36,028$1.82M0.04%+18,512+105.7%Added
Credit Suisse AG35,298$1.78M0.00%−426−1.2%Reduced
Dean Capital Management34,020$1.72M1.00%+4,550+15.4%Added
State Board of Administration of Florida Retirement System41,523$1.68M0.00%−686−1.6%Reduced
Allen Operations LLC32,800$1.66M0.31%00.0%Unchanged
Allen Holding Inc31,716$1.60M0.20%00.0%Unchanged
Parthenon LLC30,657$1.55M0.20%00.0%Unchanged
Invesco Ltd.30,248$1.53M0.00%−16,648−35.5%Reduced
Trexquant Investment LP29,419$1.49M0.03%+16,099+120.9%Added
State of Wisconsin Investment Board28,885$1.46M0.00%+8,286+40.2%Added
Cardinal Capital Management28,724$1.45M0.24%+5,820+25.4%Added
Stifel Financial Corp28,500$1.44M0.00%−132−0.5%Reduced
Two Sigma Advisers, LP26,500$1.34M0.00%−10,100−27.6%Reduced
SEI Investments Co26,472$1.34M0.00%00.0%Unchanged
Pinnacle Holdings, LLC25,619$1.29M0.52%−739−2.8%Reduced
Swiss National Bank24,900$1.26M0.00%00.0%Unchanged
Wesbanco Bank Inc24,874$1.26M0.05%+24,874New
Russell Investments Group, Ltd.24,085$1.22M0.00%+81+0.3%Added
Rhumbline Advisers22,472$1.14M0.00%−428−1.9%Reduced
Citadel Advisors LLC21,987$1.11M0.00%+20,873+1,873.7%Added
Pinnacle Associates Ltd21,712$1.10M0.02%00.0%Unchanged
Aristides Capital LLC21,004$1.06M0.45%+1,458+7.5%Added
Allspring Global Investments Holdings, LLC20,264$1.02M0.00%+2,259+12.5%Added
Keene & Associates, Inc.18,973$958.9K0.72%+636+3.5%Added
UBS Group AG17,863$902.8K0.00%−3,542−16.5%Reduced
Teacher Retirement System of Texas16,935$856.0K0.01%−1,275−7.0%Reduced
D. E. Shaw & Co., Inc.16,911$854.7K0.00%+7,384+77.5%Added
Cubic Asset Management, LLC16,870$852.6K0.20%00.0%Unchanged
Franklin Resources Inc14,994$757.8K0.00%+7,809+108.7%Added
Alliancebernstein L.P.13,577$686.2K0.00%+6,640+95.7%Added
Versor Investments LP13,200$667.1K0.13%−1,500−10.2%Reduced
Kennedy Capital Management, Inc.13,054$659.7K0.01%−194−1.5%Reduced
Aviva PLC12,927$653.3K0.00%−430−3.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.12,846$649.2K0.00%+3,189+33.0%Added
California State Teachers Retirement System12,664$640.0K0.00%−694−5.2%Reduced
Victory Capital Management Inc12,637$638.7K0.00%00.0%Unchanged
UBS Asset Management Americas Inc12,556$634.6K0.00%00.0%Unchanged
Jane Street Group, LLC12,540$633.8K0.00%−1,195−8.7%Reduced
Ellsworth Advisors, LLC10,493$627.2K0.18%+10,493New
Public Employees Retirement System of Ohio12,127$612.9K0.00%−521−4.1%Reduced
Quadrature Capital Ltd12,075$610.5K0.01%−4,679−27.9%Reduced
Guggenheim Capital LLC11,979$605.4K0.00%+100+0.8%Added
Options Solutions, LLC11,605$586.5K0.33%+11,605New
Legal & General Group Plc11,340$573.1K0.00%−91−0.8%Reduced
US Bancorp11,255$568.8K0.00%−77−0.7%Reduced
Mariner, LLC10,683$539.9K0.00%+5,409+102.6%Added
BNP Paribas Arbitrage, SA10,426$526.9K0.00%+1,611+18.3%Added
Savant Capital, LLC9,854$498.0K0.01%+9,854New
Cetera Investment Advisers9,102$460.0K0.00%+9,102New
HSBC Holdings PLC8,898$449.7K0.00%+8,898New
Susquehanna International Group, LLP8,213$415.1K0.00%+2,189+36.3%Added
Two Sigma Investments, LP8,196$414.2K0.00%−2,564−23.8%Reduced
Engineers Gate Manager LP7,733$390.8K0.01%+7,733New
New York Life Investment Management LLC7,153$361.5K0.00%−1,380−16.2%Reduced
Exchange Traded Concepts, LLC7,133$360.5K0.01%−1,771−19.9%Reduced
Truist Financial Corp7,122$359.9K0.00%+208+3.0%Added
MetLife Investment Management6,793$343.3K0.00%00.0%Unchanged
Janus Henderson Group PLC6,723$339.3K0.00%00.0%Unchanged
CWA Asset Management Group, LLC6,347$320.8K0.02%+6,347New