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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
Snowden Capital Advisors LLC1,208$266.3K0.01%+1,208New
Quantinno Capital Management LP1,220$269.0K0.00%+1,220New
Holderness Investments Co1,252$276.0K0.06%+1,252New
FMR LLC1,263$278.5K0.00%+177+16.3%Added
Strategic Advocates LLC1,288$284.0K0.08%+1,288New
HSBC Holdings PLC1,289$286.2K0.00%+1,289New
Flagship Harbor Advisors, LLC1,311$289.1K0.01%+1,311New
Graham Capital Management, L.P.1,312$289.3K0.01%−2,429−64.9%Reduced
Magnetar Financial LLC1,333$293.9K0.00%+1,333New
Stifel Financial Corp1,348$297.2K0.00%+1,348New
DekaBank Deutsche Girozentrale1,358$298.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,354$298.5K0.01%+83+6.5%Added
Merit Financial Group, LLC1,431$315.6K0.00%+1,431New
Contravisory Investment Management, Inc.1,448$319.3K0.06%+1,448New
Prelude Capital Management, LLC1,455$320.8K0.03%+1,455New
Vontobel Holding Ltd.1,468$323.7K0.00%+1,468New
Scientech Research LLC1,472$324.5K0.08%+1,472New
Stonegate Investment Group, LLC1,500$330.7K0.01%+1,500New
City Center Advisors, LLC1,523$335.8K0.36%−175−10.3%Reduced
Penn Mutual Asset Management, LLC1,542$340.0K0.60%−4,750−75.5%Reduced
BCJ Capital Management, LLC1,542$340.0K0.02%−967−38.5%Reduced
Massar Capital Management, LP1,567$345.5K0.26%+1,567New
Carnegie Capital Asset Management, LLC1,632$359.8K0.01%+1,632New
Davenport & Co LLC1,633$360.0K0.00%+1,633New
CIBC World Markets Corp1,635$360.5K0.00%−1,169−41.7%Reduced
Oppenheimer Asset Management Inc.1,640$361.6K0.00%+1,640New
Bailard, Inc.1,664$366.9K0.01%+1,664New
Occudo Quantitative Strategies LP1,689$372.4K0.04%+1,689New
CWM Advisors, LLC1,757$387.4K0.04%−877−33.3%Reduced
Envestnet Asset Management Inc1,895$417.8K0.00%+1,895New
Counterpoint Mutual Funds LLC1,912$421.6K0.04%+1,912New
Pictet Asset Management Holding SA1,935$426.6K0.00%−43−2.2%Reduced
HighTower Advisors, LLC1,970$434.3K0.00%+1,970New
O'Neil Global Advisors, Inc.2,027$447.0K0.10%+2,027New
Avantax Advisory Services, Inc.2,037$449.2K0.00%−34−1.6%Reduced
Saturna Capital CORP2,078$458.2K0.01%−454−17.9%Reduced
AdvisorShares Investments LLC2,100$463.0K0.08%+2,100New
Public Employees Retirement Association of Colorado2,275$502.0K0.00%−760−25.0%Reduced
Aviva PLC2,309$509.1K0.00%−2,853−55.3%Reduced
Two Sigma Securities, LLC2,341$516.1K0.06%+2,341New
MML Investors Services, LLC2,348$518.0K0.00%−1,691−41.9%Reduced
Polymer Capital Management (US) LLC2,495$550.1K0.09%−259−9.4%Reduced
Pallas Capital Advisors LLC2,525$556.7K0.02%+481+23.5%Added
Ring Mountain Capital, LLC2,700$557.9K0.34%+438+19.4%Added
Napa Wealth Management2,564$565.3K0.27%+2,564New
Sterling Capital Management LLC2,692$593.5K0.01%−1,311−32.8%Reduced
Harvest Investment Services, LLC2,697$594.6K0.13%−5,932−68.7%Reduced
Tower Research Capital LLC (TRC)2,700$595.3K0.02%+1,261+87.6%Added
ProShare Advisors LLC2,721$599.9K0.00%−14−0.5%Reduced
Brinker Capital Investments, LLC2,993$659.9K0.01%+2,993New
Eqis Capital Management, Inc.2,994$660.2K0.05%−194−6.1%Reduced
Alps Advisors Inc3,006$662.8K0.00%+36+1.2%Added
Police & Firemen's Retirement System of New Jersey3,013$664.3K0.01%+305+11.3%Added
Diversified Trust Co3,098$683.0K0.02%+3,098New
Kestra Private Wealth Services, LLC3,099$683.3K0.01%+478+18.2%Added
Gotham Asset Management, LLC3,133$690.8K0.00%−213−6.4%Reduced
Cim, LLC3,134$691.0K0.09%+1,229+64.5%Added
Meridian Wealth Management, LLC3,250$716.6K0.03%+3,250New
Entropy Technologies, LP3,303$728.2K0.06%−894−21.3%Reduced
Gsa Capital Partners LLP3,330$734.0K0.05%−3,183−48.9%Reduced
US Bancorp3,392$747.9K0.00%−1,358−28.6%Reduced
D. E. Shaw & Co., Inc.3,412$752.3K0.00%+1,600+88.3%Added
BNP Paribas Arbitrage, SA3,460$762.9K0.00%+2,546+278.6%Added
Bokf, NA3,469$764.8K0.01%+3,469New
Cambria Investment Management, L.P.3,531$778.5K0.05%−98−2.7%Reduced
Voya Investment Management LLC3,643$803.2K0.00%+213+6.2%Added
NBC Securities, Inc.3,687$812.0K0.07%+3,687New
Natixis3,700$815.8K0.00%+3,700New
Ameriprise Financial Inc3,719$819.9K0.00%−26,930−87.9%Reduced
Centiva Capital, LP3,722$820.6K0.05%+3,722New
Prime Capital Investment Advisors, LLC3,900$859.9K0.01%−219−5.3%Reduced
Arizona State Retirement System3,962$873.5K0.01%+68+1.7%Added
PEAK6 LLC3,994$880.6K0.03%+3,994New
Delta Investment Management, LLC3,995$880.9K0.17%−95−2.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH4,056$894.3K0.00%+906+28.8%Added
Wealth Enhancement Advisory Services, LLC4,253$897.9K0.00%+276+6.9%Added
State Board of Administration of Florida Retirement System4,084$900.4K0.00%+494+13.8%Added
Cambridge Investment Research Advisors, Inc.4,096$903.0K0.00%+787+23.8%Added
John G Ullman & Associates Inc4,100$904.0K0.13%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,113$906.8K0.00%+181+4.6%Added
Quantbot Technologies LP4,160$917.2K0.02%+4,160New
PFG Advisors4,167$918.8K0.04%+35+0.8%Added
KLP Kapitalforvaltning AS4,200$926.0K0.00%−2,500−37.3%Reduced
State of Wisconsin Investment Board4,209$928.0K0.00%+2,052+95.1%Added
Sierra Summit Advisors LLC4,347$958.4K0.17%−741−14.6%Reduced
Quadrant Capital Group LLC4,492$990.4K0.04%−27−0.6%Reduced
Arosa Capital Management LP4,500$992.2K0.72%−43,900−90.7%Reduced
Kaizen Financial Strategies4,620$1.02M0.52%−150−3.1%Reduced
STRS Ohio4,700$1.04M0.00%−1,500−24.2%Reduced
Linden Thomas Advisory Services, LLC4,785$1.05M0.12%+4,785New
GWM Advisors LLC4,909$1.08M0.01%−407−7.7%Reduced
Invst, LLC4,985$1.10M0.14%+883+21.5%Added
Teacher Retirement System of Texas5,149$1.14M0.00%−3,207−38.4%Reduced
Algert Global LLC5,160$1.14M0.02%00.0%Unchanged
Meritage Portfolio Management5,277$1.16M0.07%+154+3.0%Added
Martingale Asset Management L P5,289$1.17M0.03%−7,071−57.2%Reduced
Dynamic Technology Lab Private Ltd5,400$1.19M0.16%−1,270−19.0%Reduced
Leavell Investment Management, Inc.5,550$1.22M0.05%+1,300+30.6%Added
Truvestments Capital LLC5,583$1.23M0.25%+526+10.4%Added
Mission Wealth Management, LP5,650$1.25M0.03%00.0%Unchanged