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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, Q4 2024

Institutional positions in Argan Inc as of Dec 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
277
+34 vs. Q3 2024
Shares held
11.6M
−243.5K (−2.1%) vs. Q3 2024
Total value
$1.59B
+$389.4M (+32.4%) vs. Q3 2024
New holders
69
78 more added
Sold out
35
106 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 277 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 heldQ4 2024: $1.59B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2024.

Institutions holding AGX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,161,260$159.1M0.00%−16,083−1.4%Reduced
Vanguard Group Inc843,583$115.6M0.00%+16,784+2.0%Added
Renaissance Technologies LLC672,579$92.2M0.14%+116,783+21.0%Added
Wellington Management Group LLP629,167$86.2M0.02%−281,889−30.9%Reduced
Dimensional Fund Advisors LP577,938$79.2M0.02%−66,901−10.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.529,052$72.5M0.15%+29,062+5.8%Added
American Century Companies Inc480,658$65.9M0.04%+73,654+18.1%Added
Valiant Capital Management, L.P.355,556$48.7M6.52%+265,556+295.1%Added
AltraVue Capital, LLC329,782$45.2M3.76%00.0%Unchanged
State Street Corp324,166$44.4M0.00%−29,818−8.4%Reduced
River Road Asset Management, LLC310,247$42.5M0.57%−398,009−56.2%Reduced
Arrowstreet Capital, Limited Partnership295,349$40.5M0.03%+80,844+37.7%Added
Geode Capital Management, LLC292,956$40.2M0.00%+5,710+2.0%Added
Invesco Ltd.187,820$25.7M0.00%−13,095−6.5%Reduced
Bank of New York Mellon Corp186,437$25.5M0.00%+83,039+80.3%Added
Balyasny Asset Management LLC168,301$23.1M0.05%+168,301New
Charles Schwab Investment Management Inc143,635$19.7M0.00%−21,893−13.2%Reduced
Northern Trust Corp133,494$18.3M0.00%+6,483+5.1%Added
AQR Capital Management LLC121,470$16.6M0.02%−38,387−24.0%Reduced
Wells Fargo & Company119,253$16.3M0.00%−50,931−29.9%Reduced
Thames Capital Management LLC117,384$16.1M4.36%+87,038+286.8%Added
Acadian Asset Management LLC115,650$15.8M0.05%−111,020−49.0%Reduced
Morgan Stanley115,249$15.8M0.00%−17,344−13.1%Reduced
Lord, Abbett & Co. LLC109,541$15.0M0.05%+43,613+66.2%Added
Millennium Management LLC104,951$14.4M0.01%+35,355+50.8%Added
Goldman Sachs Group Inc95,375$13.1M0.00%+40,287+73.1%Added
Aventail Capital Group, LP94,580$13.0M0.68%+73,022+338.7%Added
Qube Research & Technologies Ltd90,372$12.4M0.02%−53,533−37.2%Reduced
Nuveen Asset Management, LLC81,239$11.1M0.00%+41,859+106.3%Added
Legato Capital Management LLC77,478$10.6M1.39%−8,082−9.4%Reduced
Deutsche Bank AG77,460$10.6M0.00%+68,995+815.1%Added
Soros Capital Management LLC75,450$10.3M1.62%+75,450New
Connor, Clark & Lunn Investment Management Ltd.72,529$9.94M0.04%−41,695−36.5%Reduced
New York State Common Retirement Fund64,321$8.81M0.01%00.0%Unchanged
Jacobs Levy Equity Management, Inc61,778$8.47M0.03%−789−1.3%Reduced
WCM Investment Management, LLC59,320$8.24M0.02%+59,320New
Raymond James Financial Inc58,390$8.00M0.00%+58,390New
Options Solutions, LLC56,199$7.70M3.46%−5,929−9.5%Reduced
Sapient Capital LLC51,393$7.04M0.13%+4,235+9.0%Added
Polar Capital Holdings Plc50,076$6.86M0.04%+50,076New
Royce & Associates LP49,470$6.78M0.06%−82,480−62.5%Reduced
EAM Global Investors LLC46,573$6.38M1.15%−4,682−9.1%Reduced
Oberweis Asset Management Inc45,900$6.29M0.30%+1,500+3.4%Added
UBS Group AG42,909$5.88M0.00%+26,727+165.2%Added
TrimTabs Asset Management, LLC42,572$5.83M0.77%+13,516+46.5%Added
JPMorgan Chase & Co38,084$5.22M0.00%+265+0.7%Added
Susquehanna International Group, LLP37,583$5.15M0.01%+20,456+119.4%Added
Man Group plc37,241$5.10M0.02%+34,887+1,482.0%Added
Essex Investment Management Co LLC36,490$5.00M0.90%−13,088−26.4%Reduced
Russell Investments Group, Ltd.34,371$4.71M0.01%−89,745−72.3%Reduced
UBS Asset Management Americas Inc31,371$4.30M0.00%+1,801+6.1%Added
Price T Rowe Associates Inc31,078$4.26M0.00%+4,341+16.2%Added
Cardinal Capital Management30,975$4.24M0.67%−105−0.3%Reduced
Hood River Capital Management LLC30,902$4.23M0.06%−61,861−66.7%Reduced
First Trust Advisors LP30,610$4.19M0.00%+30,610New
SEI Investments Co29,418$4.03M0.01%−44,869−60.4%Reduced
Sit Investment Associates Inc29,325$4.02M0.09%+300+1.0%Added
Franklin Resources Inc28,261$3.87M0.00%+5,855+26.1%Added
Trexquant Investment LP28,259$3.87M0.05%−612−2.1%Reduced
Navellier & Associates Inc27,970$3.83M0.46%+20,047+253.0%Added
Los Angeles Capital Management LLC27,762$3.80M0.02%−6,877−19.9%Reduced
HRT Financial LP27,393$3.75M0.02%−20,761−43.1%Reduced
Hillsdale Investment Management Inc.26,763$3.67M0.19%+150+0.6%Added
Swiss National Bank26,500$3.63M0.00%+1,600+6.4%Added
LPL Financial LLC26,142$3.58M0.00%+15,167+138.2%Added
Anson Funds Management LP25,387$3.48M0.43%−19,613−43.6%Reduced
Marshall Wace, LLP24,241$3.32M0.00%−93,794−79.5%Reduced
D.A. Davidson & Co.24,070$3.30M0.03%−43−0.2%Reduced
Allen Holding Inc24,000$3.29M0.36%00.0%Unchanged
Point72 Asset Management, L.P.23,949$3.28M0.01%+19,310+416.3%Added
Ameriprise Financial Inc23,830$3.27M0.00%−14,959−38.6%Reduced
Barclays PLC22,866$3.13M0.00%−43,475−65.5%Reduced
EAM Investors, LLC22,168$3.04M0.43%−16,166−42.2%Reduced
Calamos Advisors LLC22,043$3.02M0.01%−11,952−35.2%Reduced
Royal Bank of Canada21,934$3.01M0.00%−7,797−26.2%Reduced
Citadel Advisors LLC21,383$2.93M0.00%+21,383New
Credit Agricole S A20,767$2.85M0.01%+10,993+112.5%Added
Teacher Retirement System of Texas20,671$2.83M0.01%−14,034−40.4%Reduced
Citigroup Inc19,833$2.72M0.00%−1,261−6.0%Reduced
Norris Financial Group, LLC19,795$2.71M1.27%−5,174−20.7%Reduced
Allspring Global Investments Holdings, LLC18,398$2.64M0.00%−39,138−68.0%Reduced
Rhumbline Advisers19,016$2.61M0.00%+309+1.7%Added
Two Sigma Investments, LP18,926$2.59M0.01%−6,936−26.8%Reduced
Great Lakes Advisors, LLC18,444$2.53M0.02%+5,604+43.6%Added
Penserra Capital Management LLC18,378$2.52M0.05%+15,032+449.3%Added
Victory Capital Management Inc17,515$2.40M0.00%+3,880+28.5%Added
Stratos Wealth Partners, LTD.17,021$2.33M0.03%+17,021New
CWA Asset Management Group, LLC16,663$2.28M0.12%+2,303+16.0%Added
Nebula Research & Development LLC16,064$2.20M0.26%+6,652+70.7%Added
Wesbanco Bank Inc16,000$2.19M0.07%−3,274−17.0%Reduced
Legal & General Group Plc15,708$2.15M0.00%+1,308+9.1%Added
Jupiter Asset Management Ltd15,702$2.15M0.02%−26,566−62.9%Reduced
Principal Financial Group Inc15,566$2.13M0.00%+2,027+15.0%Added
Lazard Asset Management LLC15,436$2.12M0.00%+1,386+9.9%Added
Martingale Asset Management L P15,108$2.07M0.05%−3,141−17.2%Reduced
State of New Jersey Common Pension Fund D14,103$1.93M0.01%+14,103New
Creative Planning13,509$1.85M0.00%+2,893+27.3%Added
Jackson Creek Investment Advisors LLC13,259$1.82M0.55%−5,410−29.0%Reduced
Pinnacle Associates Ltd12,937$1.77M0.02%−8,775−40.4%Reduced
Alliancebernstein L.P.12,860$1.76M0.00%00.0%Unchanged