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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
Counterpoint Mutual Funds LLC9,253$676.9K0.16%+9,253New
State of Wisconsin Investment Board9,646$705.7K0.00%−19,239−66.6%Reduced
Creative Planning10,095$738.5K0.00%+4,179+70.6%Added
Savant Capital, LLC10,285$752.5K0.01%+431+4.4%Added
ExodusPoint Capital Management, LP10,769$788.0K0.01%+10,769New
Jefferies Financial Group Inc.10,804$790.4K0.02%+10,804New
Ellsworth Advisors, LLC10,862$794.7K0.22%+369+3.5%Added
Mariner, LLC11,137$814.8K0.00%+454+4.2%Added
Occudo Quantitative Strategies LP11,978$876.3K0.16%+7,132+147.2%Added
MKP Capital Management, L.L.C.12,000$877.9K0.07%+12,000New
California State Teachers Retirement System12,280$898.4K0.00%−384−3.0%Reduced
Truist Financial Corp12,552$918.3K0.00%+5,430+76.2%Added
Legal & General Group Plc12,606$922.3K0.00%+1,266+11.2%Added
Dean Investment Associates, LLC12,851$940.2K0.13%−86,512−87.1%Reduced
Villanova Investment Management Co LLC12,864$941.1K1.00%+12,864New
Kennedy Capital Management, Inc.12,999$951.0K0.02%−55−0.4%Reduced
UBS Group AG13,248$969.2K0.00%−4,615−25.8%Reduced
Alliancebernstein L.P.13,577$993.3K0.00%00.0%Unchanged
Citigroup Inc13,638$997.8K0.00%+7,399+118.6%Added
Jackson Creek Investment Advisors LLC14,495$1.06M0.39%+14,495New
Franklin Resources Inc14,842$1.09M0.00%−152−1.0%Reduced
Pinnacle Associates Ltd14,951$1.09M0.02%−6,761−31.1%Reduced
Allspring Global Investments Holdings, LLC15,009$1.10M0.00%−5,255−25.9%Reduced
Aristides Capital LLC15,024$1.10M0.46%−5,980−28.5%Reduced
Congress Wealth Management LLC15,240$1.11M0.02%+15,240New
Quadrature Capital Ltd15,385$1.13M0.02%+3,310+27.4%Added
Semanteon Capital Management, LP15,658$1.15M0.81%+15,658New
Shaker Investments LLC15,844$1.16M0.50%+15,844New
L & S Advisors Inc17,397$1.27M0.15%+17,397New
Wesbanco Bank Inc19,274$1.41M0.05%−5,600−22.5%Reduced
Rhumbline Advisers20,021$1.46M0.00%−2,451−10.9%Reduced
BNP Paribas Arbitrage, SA20,400$1.49M0.00%+9,974+95.7%Added
Norris Financial Group, LLC21,546$1.58M0.82%+21,546New
Parthenon LLC21,657$1.58M0.20%−9,000−29.4%Reduced
JPMorgan Chase & Co22,138$1.62M0.00%−82,457−78.8%Reduced
Swiss National Bank24,900$1.82M0.00%00.0%Unchanged
Calamos Advisors LLC25,024$1.83M0.01%+25,024New
Two Sigma Advisers, LP25,100$1.84M0.00%−1,400−5.3%Reduced
Pinnacle Holdings, LLC25,470$1.86M0.76%−149−0.6%Reduced
Martingale Asset Management L P28,509$2.09M0.05%−7,519−20.9%Reduced
Gsa Capital Partners LLP28,702$2.10M0.15%+28,702New
TrimTabs Asset Management, LLC29,054$2.13M0.53%+29,054New
Cardinal Capital Management29,062$2.13M0.36%+338+1.2%Added
Qube Research & Technologies Ltd30,736$2.25M0.00%+30,736New
Allen Holding Inc31,716$2.32M0.29%00.0%Unchanged
Two Sigma Investments, LP31,827$2.33M0.01%+23,631+288.3%Added
Allen Operations LLC32,800$2.40M0.47%00.0%Unchanged
Anson Funds Management LP35,000$2.56M0.39%+35,000New
Teacher Retirement System of Texas35,092$2.57M0.01%+18,157+107.2%Added
Cubist Systematic Strategies, LLC35,916$2.63M0.05%+35,916New
UBS Asset Management Americas Inc35,976$2.63M0.00%+23,420+186.5%Added
HRT Financial LP36,234$2.65M0.01%+30,228+503.3%Added
Tudor Investment Corp Et Al38,681$2.83M0.03%+34,406+804.8%Added
Citadel Advisors LLC38,767$2.84M0.00%+16,780+76.3%Added
Nuveen Asset Management, LLC40,330$2.95M0.00%00.0%Unchanged
Bank of America Corp41,600$3.04M0.00%−21,757−34.3%Reduced
Jupiter Asset Management Ltd42,268$3.09M0.03%−15,302−26.6%Reduced
Marshall Wace, LLP43,269$3.17M0.00%+43,269New
Deprince Race & Zollo Inc43,304$3.17M0.07%+43,304New
Options Solutions, LLC44,311$3.24M1.94%+32,706+281.8%Added
Barclays PLC45,247$3.31M0.00%−6,933−13.3%Reduced
D. E. Shaw & Co., Inc.46,101$3.37M0.00%+29,190+172.6%Added
Ameriprise Financial Inc46,729$3.42M0.00%−10,871−18.9%Reduced
Azarias Capital Management, L.P.46,890$3.43M1.54%−121,829−72.2%Reduced
Prudential Financial Inc47,112$3.45M0.01%+47,112New
SEI Investments Co47,325$3.46M0.00%+20,853+78.8%Added
Keeley-Teton Advisors, LLC50,528$3.70M0.47%−38,898−43.5%Reduced
EAM Investors, LLC51,960$3.80M0.62%+51,960New
Jane Street Group, LLC55,256$4.04M0.00%+42,716+340.6%Added
Essex Investment Management Co LLC56,791$4.15M0.78%+6,844+13.7%Added
Allen Investment Management LLC60,077$4.40M0.05%00.0%Unchanged
Susquehanna International Group, LLP61,025$4.46M0.01%+52,812+643.0%Added
Money Concepts Capital Corp62,757$4.59M0.39%−40,387−39.2%Reduced
John G Ullman & Associates Inc64,000$4.68M0.71%−92,129−59.0%Reduced
Trexquant Investment LP65,975$4.83M0.07%+36,556+124.3%Added
Connor, Clark & Lunn Investment Management Ltd.66,343$4.85M0.02%+53,497+416.4%Added
Goldman Sachs Group Inc70,098$5.13M0.00%+32,154+84.7%Added
New York State Common Retirement Fund71,181$5.21M0.01%+5,362+8.1%Added
Hood River Capital Management LLC71,689$5.24M0.11%+71,689New
Invesco Ltd.72,457$5.30M0.00%+42,209+139.5%Added
Raymond James & Associates74,251$5.43M0.00%−16,550−18.2%Reduced
Legato Capital Management LLC91,074$6.66M0.90%−29,279−24.3%Reduced
Russell Investments Group, Ltd.94,555$6.92M0.01%+70,470+292.6%Added
Forge First Asset Management Inc.98,022$7.16M3.04%+98,022New
Jacobs Levy Equity Management, Inc98,608$7.21M0.03%−39,352−28.5%Reduced
Millennium Management LLC107,825$7.89M0.01%+23,168+27.4%Added
Bank of New York Mellon Corp112,979$8.27M0.00%+3,314+3.0%Added
Northern Trust Corp128,062$9.37M0.00%−4,186−3.2%Reduced
Wells Fargo & Company163,065$11.9M0.00%−462−0.3%Reduced
Arrowstreet Capital, Limited Partnership167,206$12.2M0.01%+39,754+31.2%Added
AQR Capital Management LLC169,618$12.4M0.02%−83,646−33.0%Reduced
Morgan Stanley171,259$12.5M0.00%+100,971+143.7%Added
Royce & Associates LP172,111$12.6M0.12%−8,753−4.8%Reduced
Acadian Asset Management LLC175,245$12.8M0.04%+43,258+32.8%Added
Charles Schwab Investment Management Inc183,960$13.5M0.00%+506+0.3%Added
Geode Capital Management, LLC285,693$20.9M0.00%+4,766+1.7%Added
American Century Companies Inc305,298$22.3M0.01%+73,658+31.8%Added
AltraVue Capital, LLC331,152$24.2M2.41%−4,230−1.3%Reduced
State Street Corp337,929$24.7M0.00%+7,039+2.1%Added
Mirae Asset Global ETFs Holdings Ltd.489,203$35.8M0.09%+489,203New