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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
Russell Investments Group, Ltd.42,758$9.43M0.01%+14,077+49.1%Added
Janus Henderson Group PLC42,850$9.45M0.00%+36,191+543.5%Added
TrimTabs Asset Management, LLC44,697$9.85M1.38%+11,354+34.1%Added
Polen Capital Management LLC44,821$9.88M0.03%+44,821New
Pacer Advisors, Inc.45,562$10.0M0.03%−40,639−47.1%Reduced
Forte Capital LLC46,027$10.1M1.09%+323+0.7%Added
UBS Asset Management Americas Inc46,299$10.2M0.00%+10,732+30.2%Added
Capital Fund Management S.A.46,459$10.2M0.11%+13,148+39.5%Added
Trexquant Investment LP47,624$10.5M0.12%−53,557−52.9%Reduced
Sapient Capital LLC49,160$10.8M0.19%−2,280−4.4%Reduced
New York State Common Retirement Fund51,911$11.4M0.02%−12,610−19.5%Reduced
Allspring Global Investments Holdings, LLC58,045$11.8M0.02%−10,583−15.4%Reduced
Susquehanna International Group, LLP54,573$12.0M0.02%−30,412−35.8%Reduced
Panagora Asset Management Inc57,099$12.6M0.06%+57,099New
Jane Street Group, LLC58,786$13.0M0.02%+12,687+27.5%Added
Deutsche Bank AG60,215$13.3M0.00%+49,046+439.1%Added
Legato Capital Management LLC60,602$13.4M1.59%−16,710−21.6%Reduced
Next Century Growth Investors LLC62,491$13.8M1.06%+11,351+22.2%Added
Man Group plc64,128$14.1M0.03%+33,906+112.2%Added
Oberweis Asset Management Inc65,791$14.5M0.63%+10.0%Added
Royce & Associates LP69,740$15.4M0.16%+20,898+42.8%Added
Nuveen, LLC70,799$15.6M0.00%−5,121−6.7%Reduced
Point72 Asset Management, L.P.72,718$16.0M0.04%−141,900−66.1%Reduced
WCM Investment Management, LLC74,382$16.3M0.04%+4,988+7.2%Added
Aventail Capital Group, LP75,023$16.5M0.74%00.0%Unchanged
Bank of America Corp75,718$16.7M0.00%−22,500−22.9%Reduced
Two Sigma Advisers, LP85,400$18.8M0.04%−1,900−2.2%Reduced
Wellington Management Group LLP93,169$20.5M0.00%−331,160−78.0%Reduced
Goldman Sachs Group Inc95,953$21.2M0.00%+20,285+26.8%Added
AQR Capital Management LLC100,108$22.1M0.02%+1,138+1.1%Added
Value Aligned Research Advisors, LLC110,562$24.4M1.09%+110,562New
Goodlander Investment Management, LLC120,000$26.5M10.86%−20,000−14.3%Reduced
Northern Trust Corp130,077$28.7M0.00%−205−0.2%Reduced
Charles Schwab Investment Management Inc130,525$28.8M0.00%+8,606+7.1%Added
UBS Group AG133,175$29.4M0.01%+82,629+163.5%Added
Two Sigma Investments, LP139,589$30.8M0.06%+703+0.5%Added
Morgan Stanley156,770$34.6M0.00%+24,987+19.0%Added
Driehaus Capital Management LLC160,824$35.5M0.28%+160,824New
Mirae Asset Global ETFs Holdings Ltd.167,728$37.0M0.07%−1,312−0.8%Reduced
Wells Fargo & Company167,921$37.0M0.01%+30,698+22.4%Added
Qube Research & Technologies Ltd169,811$37.4M0.05%+75,904+80.8%Added
Bank of New York Mellon Corp174,533$38.5M0.01%+3,762+2.2%Added
Jupiter Asset Management Ltd188,665$41.6M0.35%+173,477+1,142.2%Added
Invesco Ltd.229,893$50.7M0.01%+145,516+172.5%Added
AltraVue Capital, LLC242,512$53.5M4.70%−57,420−19.1%Reduced
Balyasny Asset Management LLC253,365$55.9M0.13%+159,149+168.9%Added
Arrowstreet Capital, Limited Partnership296,988$65.5M0.05%+259,720+696.9%Added
Geode Capital Management, LLC314,453$69.3M0.00%+11,788+3.9%Added
State Street Corp324,356$71.5M0.00%+5,575+1.7%Added
First Trust Advisors LP329,393$72.6M0.06%+327,127+14,436.3%Added
Lord, Abbett & Co. LLC361,139$79.6M0.26%+246,300+214.5%Added
Valiant Capital Management, L.P.389,615$85.9M6.62%−31,500−7.5%Reduced
Dimensional Fund Advisors LP431,734$95.2M0.02%−104,540−19.5%Reduced
American Century Companies Inc492,694$108.6M0.06%−24,608−4.8%Reduced
Renaissance Technologies LLC616,279$135.9M0.18%−31,000−4.8%Reduced
Vanguard Group Inc858,956$189.4M0.00%−67,212−7.3%Reduced
BlackRock, Inc.1,110,826$244.9M0.00%−35,701−3.1%Reduced
River Road Asset Management, LLC0$00.00%−306,785−100.0%Sold out
Hood River Capital Management LLC0$00.00%−58,622−100.0%Sold out
Hartree Partners, LP0$00.00%−18,000−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−16,800−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−16,756−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−11,846−100.0%Sold out
Quadrature Capital Ltd0$00.00%−8,202−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−6,190−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,855−100.0%Sold out
TownSquare Capital, LLC0$00.00%−3,711−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,389−100.0%Sold out
Versor Investments LP0$00.00%−3,203−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,200−100.0%Sold out
TCFG Wealth Management, LLC0$00.00%−3,165−100.0%Sold out
Oxford Asset Management LLP0$00.00%−3,063−100.0%Sold out
Ieq Capital, LLC0$00.00%−2,896−100.0%Sold out
XTX Topco Ltd0$00.00%−2,756−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,411−100.0%Sold out
Severin Investments, LLC0$00.00%−2,384−100.0%Sold out
Blair William & Co0$00.00%−2,257−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,073−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−1,994−100.0%Sold out
GTS Securities LLC0$00.00%−1,643−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,396−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−837−100.0%Sold out
State of Wyoming0$00.00%−828−100.0%Sold out
Amundi0$00.00%−634−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−529−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−500−100.0%Sold out
Quest Partners LLC0$00.00%−435−100.0%Sold out
Spire Wealth Management0$00.00%−182−100.0%Sold out
REAP Financial Group, LLC0$00.00%−100−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−61−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−17−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−1−100.0%Sold out
Credit Agricole S A––––Not filed
Lindbrook Capital, LLC––––Not filed