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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, Q2 2024

Institutional positions in Argan Inc as of Jun 30, 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
206
+49 vs. Q1 2024
Shares held
11.2M
+681.9K (+6.5%) vs. Q1 2024
Total value
$818.5M
+$291.3M (+55.2%) vs. Q1 2024
New holders
63
58 more added
Sold out
14
61 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 206 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 heldQ2 2024: $818.5M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2024.

Institutions holding AGX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$280.00%−2−100.0%Reduced
Global Retirement Partners, LLC3$2190.00%00.0%Unchanged
GAMMA Investing LLC3$2190.00%+1+50.0%Added
Cornerstone Planning Group LLC9$6260.00%00.0%Unchanged
First Horizon Advisors, Inc.14$1.07K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC20$1.46K0.00%−2−9.1%Reduced
Lindbrook Capital, LLC20$1.46K0.00%+20New
Stone House Investment Management, LLC40$2.93K0.00%+40New
Wetzel Investment Advisors, Inc.68$3.44K0.00%00.0%Unchanged
Innealta Capital, LLC49$3.58K0.00%+49New
Comerica Bank56$4.10K0.00%−38−40.4%Reduced
Clearstead Advisors, LLC61$4.46K0.00%+61New
GWM Advisors LLC63$4.63K0.00%−4,992−98.8%Reduced
NewSquare Capital LLC141$10.3K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC177$12.8K0.00%+177New
Covestor Ltd180$13.0K0.01%+163+958.8%Added
Signaturefd, LLC218$15.9K0.00%00.0%Unchanged
Quarry LP238$17.4K0.01%+238New
McIlrath & Eck, LLC374$27.4K0.00%00.0%Unchanged
Founders Capital Management400$29.3K0.02%00.0%Unchanged
Amalgamated Bank439$32.0K0.00%00.0%Unchanged
Huntington National Bank554$40.5K0.00%+554New
Point72 Asia (Singapore) Pte. Ltd.555$40.6K0.01%+555New
SRS Capital Advisors, Inc.602$44.0K0.00%+602New
FMR LLC614$44.9K0.00%+67+12.2%Added
Quadrant Capital Group LLC810$59.3K0.00%+23+2.9%Added
Point72 (DIFC) Ltd960$70.2K0.01%+960New
Amundi975$71.4K0.00%−107−9.9%Reduced
New York State Teachers Retirement System1,135$83.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,271$93.0K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,358$100.0K0.00%00.0%Unchanged
Royal Bank of Canada1,450$106.0K0.00%+958+194.7%Added
Advisor Group Holdings, Inc.1,686$123.5K0.00%−730−30.2%Reduced
Quest Partners LLC1,916$140.2K0.02%+1,860+3,321.4%Added
Groupama Asset Managment2,266$176.8K0.00%+66+3.0%Added
Nisa Investment Advisors, LLC2,422$177.2K0.00%+12+0.5%Added
CWM, LLC2,457$180.0K0.00%+1,126+84.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,477$181.2K0.00%00.0%Unchanged
New Vernon Capital Holdings II LLC2,574$188.3K0.10%00.0%Unchanged
Parallel Advisors, LLC2,603$190.4K0.00%00.0%Unchanged
Boston Partners2,768$202.5K0.00%+2,768New
Eqis Capital Management, Inc.2,998$219.4K0.02%+2,998New
LPL Financial LLC3,199$234.0K0.00%+3,199New
The PNC Financial Services Group, Inc.3,221$235.6K0.00%+706+28.1%Added
Penn Mutual Asset Management, LLC3,400$248.7K0.53%+3,400New
Entropy Technologies, LP3,405$249.1K0.03%+3,405New
Hennion & Walsh Asset Management, Inc.3,426$250.6K0.01%+3,426New
Arizona State Retirement System3,521$257.6K0.00%+3,521New
Victory Capital Management Inc3,594$262.9K0.00%−9,043−71.6%Reduced
State Board of Administration of Florida Retirement System3,676$268.9K0.00%−37,847−91.1%Reduced
Cambridge Investment Research Advisors, Inc.3,953$289.0K0.00%+3,953New
Bailard, Inc.4,000$292.6K0.01%+4,000New
Omers Administration Corp4,100$300.0K0.00%+4,100New
Nebula Research & Development LLC4,152$303.8K0.05%−1,098−20.9%Reduced
Magnetar Financial LLC4,185$306.2K0.01%+4,185New
Dark Forest Capital Management LP4,328$316.6K0.06%+4,328New
Voya Investment Management LLC4,364$319.3K0.00%−248−5.4%Reduced
Exchange Traded Concepts, LLC4,548$332.7K0.01%−2,585−36.2%Reduced
Prime Capital Investment Advisors, LLC4,710$344.6K0.01%+4,710New
Campbell & CO Investment Adviser LLC4,727$345.8K0.03%−1,537−24.5%Reduced
Dean Capital Management4,741$346.9K0.45%−29,279−86.1%Reduced
Keene & Associates, Inc.4,845$354.5K0.29%−14,128−74.5%Reduced
Manufacturers Life Insurance Company, The4,939$361.3K0.00%−4−0.1%Reduced
Kaizen Financial Strategies4,800$372.2K0.23%+4,800New
Tower Research Capital LLC (TRC)5,182$379.1K0.01%+3,093+148.1%Added
Aquatic Capital Management LLC5,200$380.4K0.01%+4,500+642.9%Added
Seizert Capital Partners, LLC5,256$384.5K0.02%−723−12.1%Reduced
SG Americas Securities, LLC5,425$397.0K0.00%+5,425New
Price T Rowe Associates Inc5,542$406.0K0.00%−114−2.0%Reduced
Mission Wealth Management, LP5,650$413.4K0.01%00.0%Unchanged
RBF Capital, LLC6,000$439.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,000$439.0K0.00%00.0%Unchanged
Petrus Trust Company, LTA6,044$442.2K0.04%+6,044New
Engineers Gate Manager LP6,084$445.1K0.01%−1,649−21.3%Reduced
HSBC Holdings PLC6,131$447.9K0.00%−2,767−31.1%Reduced
Duff & Phelps Investment Management Co6,156$450.4K0.01%+6,156New
Navellier & Associates Inc6,162$450.8K0.05%+6,162New
Centiva Capital, LP6,289$460.1K0.02%+6,289New
Verition Fund Management LLC6,426$470.1K0.00%+6,426New
Janus Henderson Group PLC6,659$487.3K0.00%−64−1.0%Reduced
Corebridge Financial, Inc.6,667$487.8K0.00%+6,667New
Squarepoint Ops LLC6,675$488.3K0.00%+6,675New
Virtu Financial LLC6,745$493.0K0.03%+6,745New
Vident Advisory, LLC6,958$509.0K0.01%+6,958New
Public Employees Retirement System of Ohio6,980$510.7K0.00%−5,147−42.4%Reduced
Deutsche Bank AG7,073$517.5K0.00%−35,219−83.3%Reduced
Globeflex Capital L P7,107$519.9K0.05%+7,107New
MetLife Investment Management7,157$523.6K0.00%+364+5.4%Added
Los Angeles Capital Management LLC7,575$554.2K0.00%+2,877+61.2%Added
Great West Life Assurance Co7,785$570.0K0.00%+5,437+231.6%Added
Lazard Asset Management LLC8,175$597.0K0.00%+2,706+49.5%Added
STRS Ohio8,200$599.9K0.00%+8,200New
Dynamic Technology Lab Private Ltd8,229$603.0K0.07%+8,229New
Raymond James Financial Services Advisors, Inc.8,532$624.2K0.00%+8,532New
Cetera Investment Advisers8,619$630.6K0.00%−483−5.3%Reduced
Quantbot Technologies LP8,775$642.0K0.03%+8,424+2,400.0%Added
Aviva PLC8,787$642.9K0.00%−4,140−32.0%Reduced
US Bancorp9,018$659.8K0.00%−2,237−19.9%Reduced
Algert Global LLC9,093$665.2K0.02%+9,093New
Versor Investments LP9,200$673.1K0.12%−4,000−30.3%Reduced