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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
HighVista Strategies LLC5,700$1.26M0.46%−6,000−51.3%Reduced
Meeder Asset Management Inc5,743$1.27M0.08%−535−8.5%Reduced
RBF Capital, LLC6,000$1.32M0.07%00.0%Unchanged
Cerity Partners LLC6,069$1.34M0.00%+10+0.2%Added
CWM, LLC6,177$1.36M0.00%+339+5.8%Added
Picton Mahoney Asset Management6,259$1.38M0.02%+6,246+48,046.2%Added
Walleye Trading LLC6,402$1.41M0.03%+3,624+130.5%Added
FORA Capital, LLC6,508$1.43M0.16%+6,508New
Great West Life Assurance Co6,777$1.50M0.00%−18−0.3%Reduced
Hennion & Walsh Asset Management, Inc.7,050$1.55M0.06%+1,168+19.9%Added
Money Concepts Capital Corp7,053$1.56M0.10%−3,108−30.6%Reduced
Globeflex Capital L P7,107$1.57M0.13%00.0%Unchanged
Manufacturers Life Insurance Company, The7,175$1.58M0.00%+529+8.0%Added
Cetera Investment Advisers7,189$1.58M0.00%−372−4.9%Reduced
Robeco Institutional Asset Management B.V.7,300$1.61M0.00%+7,300New
Integrated Quantitative Investments LLC7,313$1.61M0.47%+3,797+108.0%Added
Advisory Services Network, LLC6,711$1.64M0.03%+4,268+174.7%Added
Thoroughbred Financial Services, LLC7,590$1.67M0.12%−1,405−15.6%Reduced
Virtu Financial LLC7,783$1.72M0.09%+7,783New
MetLife Investment Management7,906$1.74M0.01%+433+5.8%Added
Cushing Asset Management, LP8,000$1.76M0.11%+8,000New
Custom Index Systems, LLC8,084$1.78M0.85%+3,638+81.8%Added
Steel Peak Wealth Management LLC8,273$1.82M0.07%+1,462+21.5%Added
Pinnacle Associates Ltd8,303$1.83M0.03%−288−3.4%Reduced
NewEdge Wealth, LLC7,842$1.84M0.03%+726+10.2%Added
Engineers Gate Manager LP8,648$1.91M0.02%+507+6.2%Added
Brown Advisory Inc9,076$2.00M0.00%+7,500+475.9%Added
Commonwealth Equity Services, LLC9,252$2.04M0.00%+1,113+13.7%Added
State of New Jersey Common Pension Fund D9,562$2.11M0.01%+9,562New
Intech Investment Management LLC9,662$2.13M0.02%+677+7.5%Added
Jackson Creek Investment Advisors LLC9,796$2.16M0.58%+1,171+13.6%Added
TrueMark Investments, LLC9,812$2.16M0.47%+9,812New
Anson Funds Management LP10,000$2.20M0.41%−17,128−63.1%Reduced
Congress Wealth Management LLC10,070$2.22M0.02%+10,070New
Acadian Asset Management LLC11,131$2.45M0.01%−36,760−76.8%Reduced
Advisor Group Holdings, Inc.11,146$2.46M0.00%+5,251+89.1%Added
Wesbanco Bank Inc11,200$2.47M0.07%−4,800−30.0%Reduced
CWA Asset Management Group, LLC11,240$2.48M0.10%+126+1.1%Added
Verition Fund Management LLC11,447$2.52M0.01%−16,808−59.5%Reduced
Los Angeles Capital Management LLC11,474$2.53M0.01%−3,058−21.0%Reduced
Walleye Capital LLC11,571$2.55M0.02%+11,571New
Pinnacle Holdings, LLC11,781$2.60M0.94%+49+0.4%Added
Mariner, LLC11,942$2.63M0.00%+210+1.8%Added
California State Teachers Retirement System12,463$2.75M0.00%+246+2.0%Added
Jump Financial, LLC12,536$2.76M0.03%+12,536New
Penserra Capital Management LLC12,981$2.86M0.04%+12,981New
ExodusPoint Capital Management, LP13,113$2.89M0.04%+13,113New
Alliancebernstein L.P.13,160$2.90M0.00%+300+2.3%Added
Ranger Investment Management, L.P.13,370$2.95M0.21%+13,370New
Stratos Wealth Partners, LTD.13,598$3.00M0.04%+295+2.2%Added
Nomura Holdings Inc14,103$3.11M0.03%−55,081−79.6%Reduced
Principal Financial Group Inc15,555$3.43M0.00%−201−1.3%Reduced
Norris Financial Group, LLC15,618$3.44M1.41%+4,446+39.8%Added
Brevan Howard Capital Management LP15,619$3.44M0.04%+1,070+7.4%Added
Squarepoint Ops LLC15,887$3.50M0.01%+15,887New
Allen Holding Inc16,000$3.53M0.35%−8,000−33.3%Reduced
Legal & General Group Plc16,184$3.57M0.00%+245+1.5%Added
Creative Planning16,309$3.60M0.00%+1,826+12.6%Added
SEI Investments Co16,669$3.67M0.00%−3,633−17.9%Reduced
Citigroup Inc16,700$3.68M0.00%−8,752−34.4%Reduced
Price T Rowe Associates Inc17,561$3.87M0.00%−2,287−11.5%Reduced
CastleKnight Management LP17,911$3.95M0.26%−20,300−53.1%Reduced
Great Lakes Advisors, LLC18,506$4.08M0.03%−93−0.5%Reduced
Truist Financial Corp18,562$4.09M0.01%+13,120+241.1%Added
AXA S.A.18,820$4.15M0.01%+18,820New
Shaker Investments LLC19,000$4.19M1.71%−6,350−25.0%Reduced
Prudential Financial Inc19,375$4.27M0.01%+10,478+117.8%Added
Rhumbline Advisers20,968$4.62M0.00%+1,106+5.6%Added
EAM Investors, LLC21,354$4.71M0.71%+21,354New
D.A. Davidson & Co.21,920$4.83M0.03%−1,710−7.2%Reduced
Nebula Research & Development LLC22,517$4.96M0.42%+9,155+68.5%Added
JPMorgan Chase & Co22,989$5.07M0.00%−53,097−69.8%Reduced
Franklin Resources Inc22,997$5.07M0.00%−2,839−11.0%Reduced
Calamos Advisors LLC23,427$5.17M0.02%+6,748+40.5%Added
Lazard Asset Management LLC23,949$5.28M0.01%−19,531−44.9%Reduced
EAM Global Investors LLC24,325$5.36M1.39%+24,325New
Independent Advisor Alliance24,425$5.39M0.16%+993+4.2%Added
Connor, Clark & Lunn Investment Management Ltd.24,483$5.40M0.02%−29,348−54.5%Reduced
Bearing Point Capital, LLC24,698$5.45M1.00%+24,698New
Marshall Wace, LLP25,474$5.62M0.01%−14,598−36.4%Reduced
Royal Bank of Canada25,606$5.65M0.00%+22,748+795.9%Added
Swiss National Bank25,900$5.71M0.00%−400−1.5%Reduced
Sit Investment Associates Inc26,115$5.76M0.12%−3,210−10.9%Reduced
Navellier & Associates Inc26,402$5.82M0.72%+6,558+33.0%Added
Essex Investment Management Co LLC27,318$6.02M1.10%−8,892−24.6%Reduced
Victory Capital Management Inc27,347$6.03M0.00%−8,777−24.3%Reduced
Millennium Management LLC28,941$6.38M0.01%−88,864−75.4%Reduced
LPL Financial LLC28,963$6.39M0.00%−632−2.1%Reduced
Colony Group, LLC29,185$6.43M0.01%−790−2.6%Reduced
Thornburg Investment Management Inc30,255$6.67M0.09%00.0%Unchanged
Cardinal Capital Management30,510$6.73M0.99%−576−1.9%Reduced
Tudor Investment Corp Et Al31,536$6.95M0.05%+13,738+77.2%Added
Hillsdale Investment Management Inc.33,013$7.28M0.27%+5,300+19.1%Added
Citadel Advisors LLC33,474$7.38M0.01%−27,116−44.8%Reduced
Options Solutions, LLC36,119$7.96M2.85%−13,853−27.7%Reduced
Jacobs Levy Equity Management, Inc36,458$8.04M0.03%+236+0.7%Added
Barclays PLC39,167$8.64M0.00%+21,570+122.6%Added
Raymond James Financial Inc40,202$8.86M0.00%−29,984−42.7%Reduced
HRT Financial LP40,905$9.02M0.04%+8,369+25.7%Added
Axiom Investors LLC41,346$9.12M0.07%+41,346New