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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 501,108 | $36.7M | 0.01% | +181,861+57.0% | Added |
| Renaissance Technologies LLC | 537,296 | $39.3M | 0.07% | +38,300+7.7% | Added |
| Dimensional Fund Advisors LP | 715,997 | $52.4M | 0.01% | −65,095−8.3% | Reduced |
| Vanguard Group Inc | 755,455 | $55.3M | 0.00% | +29,284+4.0% | Added |
| River Road Asset Management, LLC | 780,816 | $57.1M | 0.82% | −250,284−24.3% | Reduced |
| BlackRock Inc. | 1,246,068 | $91.2M | 0.00% | −145,297−10.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −324,341−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −61,620−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |