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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
Avion Wealth3$00.00%+3New
Farther Finance Advisors, LLC1$2200.00%+1New
Tortoise Investment Management, LLC2$4410.00%+2New
Massmutual Trust Co FSB3$6610.00%00.0%Unchanged
Rise Advisors, LLC4$8820.00%−4−50.0%Reduced
Rialto Wealth Management, LLC4$8820.00%00.0%Unchanged
Parkside Financial Bank & Trust5$1.10K0.00%−5−50.0%Reduced
Stephens Consulting, LLC6$1.32K0.00%+1+20.0%Added
Sierra Ocean, LLC7$1.54K0.00%−14−66.7%Reduced
UMA Financial Services, Inc.7$1.54K0.00%+7New
Bessemer Group Inc10$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC9$2.10K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2.21K0.00%+10New
GPS Wealth Strategies Group, LLC10$2.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC11$2.42K0.00%+11New
Golden State Wealth Management, LLC12$2.65K0.00%00.0%Unchanged
Allworth Financial LP19$4.11K0.00%+13+216.7%Added
Clearstead Advisors, LLC20$4.41K0.00%−10−33.3%Reduced
Geneos Wealth Management Inc.20$4.41K0.00%+13+185.7%Added
WPG Advisers, LLC23$5.07K0.00%+23New
Steward Partners Investment Advisory, LLC25$5.51K0.00%+11+78.6%Added
Trust Co of Vermont25$5.51K0.00%+25New
Farmers & Merchants Trust Co of Chambersburg PA27$6.00K0.00%00.0%Unchanged
Rothschild Investment LLC28$6.17K0.00%+6+27.3%Added
Accent Capital Management, LLC30$6.61K0.00%−5−14.3%Reduced
Harbor Capital Advisors, Inc.32$7.00K0.00%−20−38.5%Reduced
Ancora Advisors, LLC49$10.8K0.00%+49New
Bogart Wealth, LLC50$11.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC51$11.2K0.00%00.0%Unchanged
Covestor Ltd53$12.0K0.01%−23−30.3%Reduced
Ameritas Advisory Services, LLC57$12.5K0.00%+57New
Stone House Investment Management, LLC60$13.2K0.00%00.0%Unchanged
SBI Securities Co., Ltd.60$13.2K0.00%+31+106.9%Added
Darwin Advisors, LLC62$13.8K0.00%00.0%Unchanged
Smartleaf Asset Management LLC63$13.8K0.00%00.0%Unchanged
MAI Capital Management64$14.1K0.00%+64New
MCF Advisors LLC79$17.4K0.00%+16+25.4%Added
Optiver Holding B.V.80$17.6K0.00%+3+3.9%Added
Twin Peaks Wealth Advisors, LLC78$18.8K0.01%+78New
True Wealth Design, LLC86$19.0K0.01%00.0%Unchanged
HM Payson & Co90$19.8K0.00%+90New
Danske Bank A/S100$22.0K0.00%00.0%Unchanged
Versant Capital Management, Inc105$23.1K0.00%00.0%Unchanged
GAMMA Investing LLC107$23.6K0.00%+64+148.8%Added
National Bank of Canada116$25.6K0.00%+2+1.8%Added
Public Employees Retirement System of Ohio126$27.8K0.00%−44−25.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.132$29.0K0.00%+132New
Skopos Labs, Inc.132$29.1K0.00%+100+312.5%Added
Quarry LP138$30.4K0.01%−27−16.4%Reduced
SRS Capital Advisors, Inc.165$36.5K0.00%+165New
Park Square Financial Group, LLC173$38.1K0.03%00.0%Unchanged
Byrne Asset Management LLC185$40.8K0.03%00.0%Unchanged
Hantz Financial Services, Inc.189$42.0K0.00%−11−5.5%Reduced
Founders Capital Management200$44.1K0.03%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC200$44.1K0.02%+200New
Federated Hermes, Inc.209$46.1K0.00%+10+5.0%Added
Jones Financial Companies LLLP223$49.0K0.00%+178+395.6%Added
Global Retirement Partners, LLC258$56.9K0.00%+258New
Point72 (DIFC) Ltd265$58.5K0.00%−2,359−89.9%Reduced
Signaturefd, LLC271$59.8K0.00%+38+16.3%Added
Parallel Advisors, LLC276$60.9K0.00%+7+2.6%Added
Larson Financial Group LLC308$67.9K0.00%+61+24.7%Added
Comerica Bank314$69.2K0.00%−2,270−87.8%Reduced
IFP Advisors, Inc323$71.0K0.00%+323New
EverSource Wealth Advisors, LLC365$80.5K0.00%+335+1,116.7%Added
KBC Group NV369$81.0K0.00%−306−45.3%Reduced
McIlrath & Eck, LLC374$82.5K0.01%00.0%Unchanged
Amalgamated Bank441$97.0K0.00%00.0%Unchanged
Huntington National Bank446$98.3K0.00%+1+0.2%Added
Essential Partners LLC466$102.7K0.04%+466New
Principal Securities, Inc.528$116.4K0.00%+465+738.1%Added
State of Tennessee, Treasury Department583$128.5K0.00%+583New
The PNC Financial Services Group, Inc.646$142.4K0.00%−826−56.1%Reduced
Private Trust Co NA754$166.2K0.02%−346−31.5%Reduced
Kings Path Partners LLC770$169.8K0.07%+770New
Savant Capital, LLC920$202.8K0.00%+920New
First Affirmative Financial Network936$206.3K0.11%+936New
Court Place Advisors, LLC950$209.5K0.07%+950New
Jaffetilchin Investment Partners, LLC952$209.9K0.01%+952New
SG Americas Securities, LLC959$211.0K0.00%−4,010−80.7%Reduced
Gen-Wealth Partners Inc970$213.9K0.08%00.0%Unchanged
Adams Wealth Management966$214.0K0.04%+966New
CacheTech Inc.966$214.0K0.04%+966New
Pensionmark Financial Group, LLC1,000$220.5K0.01%+1,000New
Absolute Gestao de Investimentos Ltda.1,010$222.7K0.07%+1,010New
Xponance, Inc.1,025$226.0K0.00%+1,025New
Oppenheimer & Co Inc1,047$230.8K0.00%+1,047New
Comprehensive Financial Planning, Inc.1,050$231.6K0.18%+1,050New
Nisa Investment Advisors, LLC1,066$235.0K0.00%+7+0.7%Added
Glenview Trust Co1,100$242.5K0.00%+1,100New
111 Capital1,113$245.4K0.04%−730−39.6%Reduced
Chicago Capital, LLC1,117$246.3K0.01%+1,117New
New York State Teachers Retirement System1,135$250.0K0.00%00.0%Unchanged
Mindset Wealth Management, LLC1,147$252.9K0.08%+1,147New
Captrust Financial Advisors1,153$254.2K0.00%+1,153New
Ashton Thomas Private Wealth, LLC1,169$257.7K0.01%+1,169New
Spirepoint Private Client, LLC1,189$262.2K0.03%+1,189New
Kestra Advisory Services, LLC1,192$262.9K0.00%+1,192New
Cornerstone Investment Partners, LLC1,202$265.0K0.01%+1,202New
Evergreen Capital Management LLC1,206$265.9K0.01%+1,206New