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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
Legal & General Group Plc16,184$3.57M0.00%+245+1.5%Added
Allen Holding Inc16,000$3.53M0.35%−8,000−33.3%Reduced
Squarepoint Ops LLC15,887$3.50M0.01%+15,887New
Brevan Howard Capital Management LP15,619$3.44M0.04%+1,070+7.4%Added
Norris Financial Group, LLC15,618$3.44M1.41%+4,446+39.8%Added
Principal Financial Group Inc15,555$3.43M0.00%−201−1.3%Reduced
Nomura Holdings Inc14,103$3.11M0.03%−55,081−79.6%Reduced
Stratos Wealth Partners, LTD.13,598$3.00M0.04%+295+2.2%Added
Ranger Investment Management, L.P.13,370$2.95M0.21%+13,370New
Alliancebernstein L.P.13,160$2.90M0.00%+300+2.3%Added
ExodusPoint Capital Management, LP13,113$2.89M0.04%+13,113New
Penserra Capital Management LLC12,981$2.86M0.04%+12,981New
Jump Financial, LLC12,536$2.76M0.03%+12,536New
California State Teachers Retirement System12,463$2.75M0.00%+246+2.0%Added
Mariner, LLC11,942$2.63M0.00%+210+1.8%Added
Pinnacle Holdings, LLC11,781$2.60M0.94%+49+0.4%Added
Walleye Capital LLC11,571$2.55M0.02%+11,571New
Los Angeles Capital Management LLC11,474$2.53M0.01%−3,058−21.0%Reduced
Verition Fund Management LLC11,447$2.52M0.01%−16,808−59.5%Reduced
CWA Asset Management Group, LLC11,240$2.48M0.10%+126+1.1%Added
Wesbanco Bank Inc11,200$2.47M0.07%−4,800−30.0%Reduced
Advisor Group Holdings, Inc.11,146$2.46M0.00%+5,251+89.1%Added
Acadian Asset Management LLC11,131$2.45M0.01%−36,760−76.8%Reduced
Congress Wealth Management LLC10,070$2.22M0.02%+10,070New
Anson Funds Management LP10,000$2.20M0.41%−17,128−63.1%Reduced
TrueMark Investments, LLC9,812$2.16M0.47%+9,812New
Jackson Creek Investment Advisors LLC9,796$2.16M0.58%+1,171+13.6%Added
Intech Investment Management LLC9,662$2.13M0.02%+677+7.5%Added
State of New Jersey Common Pension Fund D9,562$2.11M0.01%+9,562New
Commonwealth Equity Services, LLC9,252$2.04M0.00%+1,113+13.7%Added
Brown Advisory Inc9,076$2.00M0.00%+7,500+475.9%Added
Engineers Gate Manager LP8,648$1.91M0.02%+507+6.2%Added
NewEdge Wealth, LLC7,842$1.84M0.03%+726+10.2%Added
Pinnacle Associates Ltd8,303$1.83M0.03%−288−3.4%Reduced
Steel Peak Wealth Management LLC8,273$1.82M0.07%+1,462+21.5%Added
Custom Index Systems, LLC8,084$1.78M0.85%+3,638+81.8%Added
Cushing Asset Management, LP8,000$1.76M0.11%+8,000New
MetLife Investment Management7,906$1.74M0.01%+433+5.8%Added
Virtu Financial LLC7,783$1.72M0.09%+7,783New
Thoroughbred Financial Services, LLC7,590$1.67M0.12%−1,405−15.6%Reduced
Advisory Services Network, LLC6,711$1.64M0.03%+4,268+174.7%Added
Integrated Quantitative Investments LLC7,313$1.61M0.47%+3,797+108.0%Added
Robeco Institutional Asset Management B.V.7,300$1.61M0.00%+7,300New
Cetera Investment Advisers7,189$1.58M0.00%−372−4.9%Reduced
Manufacturers Life Insurance Company, The7,175$1.58M0.00%+529+8.0%Added
Globeflex Capital L P7,107$1.57M0.13%00.0%Unchanged
Money Concepts Capital Corp7,053$1.56M0.10%−3,108−30.6%Reduced
Hennion & Walsh Asset Management, Inc.7,050$1.55M0.06%+1,168+19.9%Added
Great West Life Assurance Co6,777$1.50M0.00%−18−0.3%Reduced
FORA Capital, LLC6,508$1.43M0.16%+6,508New
Walleye Trading LLC6,402$1.41M0.03%+3,624+130.5%Added
Picton Mahoney Asset Management6,259$1.38M0.02%+6,246+48,046.2%Added
CWM, LLC6,177$1.36M0.00%+339+5.8%Added
Cerity Partners LLC6,069$1.34M0.00%+10+0.2%Added
RBF Capital, LLC6,000$1.32M0.07%00.0%Unchanged
Meeder Asset Management Inc5,743$1.27M0.08%−535−8.5%Reduced
HighVista Strategies LLC5,700$1.26M0.46%−6,000−51.3%Reduced
Mission Wealth Management, LP5,650$1.25M0.03%00.0%Unchanged
Truvestments Capital LLC5,583$1.23M0.25%+526+10.4%Added
Leavell Investment Management, Inc.5,550$1.22M0.05%+1,300+30.6%Added
Dynamic Technology Lab Private Ltd5,400$1.19M0.16%−1,270−19.0%Reduced
Martingale Asset Management L P5,289$1.17M0.03%−7,071−57.2%Reduced
Meritage Portfolio Management5,277$1.16M0.07%+154+3.0%Added
Algert Global LLC5,160$1.14M0.02%00.0%Unchanged
Teacher Retirement System of Texas5,149$1.14M0.00%−3,207−38.4%Reduced
Invst, LLC4,985$1.10M0.14%+883+21.5%Added
GWM Advisors LLC4,909$1.08M0.01%−407−7.7%Reduced
Linden Thomas Advisory Services, LLC4,785$1.05M0.12%+4,785New
STRS Ohio4,700$1.04M0.00%−1,500−24.2%Reduced
Kaizen Financial Strategies4,620$1.02M0.52%−150−3.1%Reduced
Arosa Capital Management LP4,500$992.2K0.72%−43,900−90.7%Reduced
Quadrant Capital Group LLC4,492$990.4K0.04%−27−0.6%Reduced
Sierra Summit Advisors LLC4,347$958.4K0.17%−741−14.6%Reduced
State of Wisconsin Investment Board4,209$928.0K0.00%+2,052+95.1%Added
KLP Kapitalforvaltning AS4,200$926.0K0.00%−2,500−37.3%Reduced
PFG Advisors4,167$918.8K0.04%+35+0.8%Added
Quantbot Technologies LP4,160$917.2K0.02%+4,160New
Zurcher Kantonalbank (Zurich Cantonalbank)4,113$906.8K0.00%+181+4.6%Added
John G Ullman & Associates Inc4,100$904.0K0.13%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.4,096$903.0K0.00%+787+23.8%Added
State Board of Administration of Florida Retirement System4,084$900.4K0.00%+494+13.8%Added
Wealth Enhancement Advisory Services, LLC4,253$897.9K0.00%+276+6.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH4,056$894.3K0.00%+906+28.8%Added
Delta Investment Management, LLC3,995$880.9K0.17%−95−2.3%Reduced
PEAK6 LLC3,994$880.6K0.03%+3,994New
Arizona State Retirement System3,962$873.5K0.01%+68+1.7%Added
Prime Capital Investment Advisors, LLC3,900$859.9K0.01%−219−5.3%Reduced
Centiva Capital, LP3,722$820.6K0.05%+3,722New
Ameriprise Financial Inc3,719$819.9K0.00%−26,930−87.9%Reduced
Natixis3,700$815.8K0.00%+3,700New
NBC Securities, Inc.3,687$812.0K0.07%+3,687New
Voya Investment Management LLC3,643$803.2K0.00%+213+6.2%Added
Cambria Investment Management, L.P.3,531$778.5K0.05%−98−2.7%Reduced
Bokf, NA3,469$764.8K0.01%+3,469New
BNP Paribas Arbitrage, SA3,460$762.9K0.00%+2,546+278.6%Added
D. E. Shaw & Co., Inc.3,412$752.3K0.00%+1,600+88.3%Added
US Bancorp3,392$747.9K0.00%−1,358−28.6%Reduced
Gsa Capital Partners LLP3,330$734.0K0.05%−3,183−48.9%Reduced
Entropy Technologies, LP3,303$728.2K0.06%−894−21.3%Reduced
Meridian Wealth Management, LLC3,250$716.6K0.03%+3,250New