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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 2025

Institutional positions in Argan Inc as of Jun 30, 2025. 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
357
+65 vs. Q1 2025
Shares held
12.1M
+571.3K (+5.0%) vs. Q1 2025
Total value
$2.66B
+$1.15B (+76.2%) vs. Q1 2025
New holders
100
115 more added
Sold out
35
112 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 357 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 2025: $2.66B
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 2025

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2025.

Institutions holding AGX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,110,826$244.9M0.00%−35,701−3.1%Reduced
Vanguard Group Inc858,956$189.4M0.00%−67,212−7.3%Reduced
Renaissance Technologies LLC616,279$135.9M0.18%−31,000−4.8%Reduced
American Century Companies Inc492,694$108.6M0.06%−24,608−4.8%Reduced
Dimensional Fund Advisors LP431,734$95.2M0.02%−104,540−19.5%Reduced
Valiant Capital Management, L.P.389,615$85.9M6.62%−31,500−7.5%Reduced
Lord, Abbett & Co. LLC361,139$79.6M0.26%+246,300+214.5%Added
First Trust Advisors LP329,393$72.6M0.06%+327,127+14,436.3%Added
State Street Corp324,356$71.5M0.00%+5,575+1.7%Added
Geode Capital Management, LLC314,453$69.3M0.00%+11,788+3.9%Added
Arrowstreet Capital, Limited Partnership296,988$65.5M0.05%+259,720+696.9%Added
Balyasny Asset Management LLC253,365$55.9M0.13%+159,149+168.9%Added
AltraVue Capital, LLC242,512$53.5M4.70%−57,420−19.1%Reduced
Invesco Ltd.229,893$50.7M0.01%+145,516+172.5%Added
Jupiter Asset Management Ltd188,665$41.6M0.35%+173,477+1,142.2%Added
Bank of New York Mellon Corp174,533$38.5M0.01%+3,762+2.2%Added
Qube Research & Technologies Ltd169,811$37.4M0.05%+75,904+80.8%Added
Wells Fargo & Company167,921$37.0M0.01%+30,698+22.4%Added
Mirae Asset Global ETFs Holdings Ltd.167,728$37.0M0.07%−1,312−0.8%Reduced
Driehaus Capital Management LLC160,824$35.5M0.28%+160,824New
Morgan Stanley156,770$34.6M0.00%+24,987+19.0%Added
Two Sigma Investments, LP139,589$30.8M0.06%+703+0.5%Added
UBS Group AG133,175$29.4M0.01%+82,629+163.5%Added
Charles Schwab Investment Management Inc130,525$28.8M0.00%+8,606+7.1%Added
Northern Trust Corp130,077$28.7M0.00%−205−0.2%Reduced
Goodlander Investment Management, LLC120,000$26.5M10.86%−20,000−14.3%Reduced
Value Aligned Research Advisors, LLC110,562$24.4M1.09%+110,562New
AQR Capital Management LLC100,108$22.1M0.02%+1,138+1.1%Added
Goldman Sachs Group Inc95,953$21.2M0.00%+20,285+26.8%Added
Wellington Management Group LLP93,169$20.5M0.00%−331,160−78.0%Reduced
Two Sigma Advisers, LP85,400$18.8M0.04%−1,900−2.2%Reduced
Bank of America Corp75,718$16.7M0.00%−22,500−22.9%Reduced
Aventail Capital Group, LP75,023$16.5M0.74%00.0%Unchanged
WCM Investment Management, LLC74,382$16.3M0.04%+4,988+7.2%Added
Point72 Asset Management, L.P.72,718$16.0M0.04%−141,900−66.1%Reduced
Nuveen, LLC70,799$15.6M0.00%−5,121−6.7%Reduced
Royce & Associates LP69,740$15.4M0.16%+20,898+42.8%Added
Oberweis Asset Management Inc65,791$14.5M0.63%+10.0%Added
Man Group plc64,128$14.1M0.03%+33,906+112.2%Added
Next Century Growth Investors LLC62,491$13.8M1.06%+11,351+22.2%Added
Legato Capital Management LLC60,602$13.4M1.59%−16,710−21.6%Reduced
Deutsche Bank AG60,215$13.3M0.00%+49,046+439.1%Added
Jane Street Group, LLC58,786$13.0M0.02%+12,687+27.5%Added
Panagora Asset Management Inc57,099$12.6M0.06%+57,099New
Susquehanna International Group, LLP54,573$12.0M0.02%−30,412−35.8%Reduced
Allspring Global Investments Holdings, LLC58,045$11.8M0.02%−10,583−15.4%Reduced
New York State Common Retirement Fund51,911$11.4M0.02%−12,610−19.5%Reduced
Sapient Capital LLC49,160$10.8M0.19%−2,280−4.4%Reduced
Trexquant Investment LP47,624$10.5M0.12%−53,557−52.9%Reduced
Capital Fund Management S.A.46,459$10.2M0.11%+13,148+39.5%Added
UBS Asset Management Americas Inc46,299$10.2M0.00%+10,732+30.2%Added
Forte Capital LLC46,027$10.1M1.09%+323+0.7%Added
Pacer Advisors, Inc.45,562$10.0M0.03%−40,639−47.1%Reduced
Polen Capital Management LLC44,821$9.88M0.03%+44,821New
TrimTabs Asset Management, LLC44,697$9.85M1.38%+11,354+34.1%Added
Janus Henderson Group PLC42,850$9.45M0.00%+36,191+543.5%Added
Russell Investments Group, Ltd.42,758$9.43M0.01%+14,077+49.1%Added
Axiom Investors LLC41,346$9.12M0.07%+41,346New
HRT Financial LP40,905$9.02M0.04%+8,369+25.7%Added
Raymond James Financial Inc40,202$8.86M0.00%−29,984−42.7%Reduced
Barclays PLC39,167$8.64M0.00%+21,570+122.6%Added
Jacobs Levy Equity Management, Inc36,458$8.04M0.03%+236+0.7%Added
Options Solutions, LLC36,119$7.96M2.85%−13,853−27.7%Reduced
Citadel Advisors LLC33,474$7.38M0.01%−27,116−44.8%Reduced
Hillsdale Investment Management Inc.33,013$7.28M0.27%+5,300+19.1%Added
Tudor Investment Corp Et Al31,536$6.95M0.05%+13,738+77.2%Added
Cardinal Capital Management30,510$6.73M0.99%−576−1.9%Reduced
Thornburg Investment Management Inc30,255$6.67M0.09%00.0%Unchanged
Colony Group, LLC29,185$6.43M0.01%−790−2.6%Reduced
LPL Financial LLC28,963$6.39M0.00%−632−2.1%Reduced
Millennium Management LLC28,941$6.38M0.01%−88,864−75.4%Reduced
Victory Capital Management Inc27,347$6.03M0.00%−8,777−24.3%Reduced
Essex Investment Management Co LLC27,318$6.02M1.10%−8,892−24.6%Reduced
Navellier & Associates Inc26,402$5.82M0.72%+6,558+33.0%Added
Sit Investment Associates Inc26,115$5.76M0.12%−3,210−10.9%Reduced
Swiss National Bank25,900$5.71M0.00%−400−1.5%Reduced
Royal Bank of Canada25,606$5.65M0.00%+22,748+795.9%Added
Marshall Wace, LLP25,474$5.62M0.01%−14,598−36.4%Reduced
Bearing Point Capital, LLC24,698$5.45M1.00%+24,698New
Connor, Clark & Lunn Investment Management Ltd.24,483$5.40M0.02%−29,348−54.5%Reduced
Independent Advisor Alliance24,425$5.39M0.16%+993+4.2%Added
EAM Global Investors LLC24,325$5.36M1.39%+24,325New
Lazard Asset Management LLC23,949$5.28M0.01%−19,531−44.9%Reduced
Calamos Advisors LLC23,427$5.17M0.02%+6,748+40.5%Added
Franklin Resources Inc22,997$5.07M0.00%−2,839−11.0%Reduced
JPMorgan Chase & Co22,989$5.07M0.00%−53,097−69.8%Reduced
Nebula Research & Development LLC22,517$4.96M0.42%+9,155+68.5%Added
D.A. Davidson & Co.21,920$4.83M0.03%−1,710−7.2%Reduced
EAM Investors, LLC21,354$4.71M0.71%+21,354New
Rhumbline Advisers20,968$4.62M0.00%+1,106+5.6%Added
Prudential Financial Inc19,375$4.27M0.01%+10,478+117.8%Added
Shaker Investments LLC19,000$4.19M1.71%−6,350−25.0%Reduced
AXA S.A.18,820$4.15M0.01%+18,820New
Truist Financial Corp18,562$4.09M0.01%+13,120+241.1%Added
Great Lakes Advisors, LLC18,506$4.08M0.03%−93−0.5%Reduced
CastleKnight Management LP17,911$3.95M0.26%−20,300−53.1%Reduced
Price T Rowe Associates Inc17,561$3.87M0.00%−2,287−11.5%Reduced
Citigroup Inc16,700$3.68M0.00%−8,752−34.4%Reduced
SEI Investments Co16,669$3.67M0.00%−3,633−17.9%Reduced
Creative Planning16,309$3.60M0.00%+1,826+12.6%Added