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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
Cim, LLC3,134$691.0K0.09%+1,229+64.5%Added
Gotham Asset Management, LLC3,133$690.8K0.00%−213−6.4%Reduced
Kestra Private Wealth Services, LLC3,099$683.3K0.01%+478+18.2%Added
Diversified Trust Co3,098$683.0K0.02%+3,098New
Police & Firemen's Retirement System of New Jersey3,013$664.3K0.01%+305+11.3%Added
Alps Advisors Inc3,006$662.8K0.00%+36+1.2%Added
Eqis Capital Management, Inc.2,994$660.2K0.05%−194−6.1%Reduced
Brinker Capital Investments, LLC2,993$659.9K0.01%+2,993New
ProShare Advisors LLC2,721$599.9K0.00%−14−0.5%Reduced
Tower Research Capital LLC (TRC)2,700$595.3K0.02%+1,261+87.6%Added
Harvest Investment Services, LLC2,697$594.6K0.13%−5,932−68.7%Reduced
Sterling Capital Management LLC2,692$593.5K0.01%−1,311−32.8%Reduced
Napa Wealth Management2,564$565.3K0.27%+2,564New
Ring Mountain Capital, LLC2,700$557.9K0.34%+438+19.4%Added
Pallas Capital Advisors LLC2,525$556.7K0.02%+481+23.5%Added
Polymer Capital Management (US) LLC2,495$550.1K0.09%−259−9.4%Reduced
MML Investors Services, LLC2,348$518.0K0.00%−1,691−41.9%Reduced
Two Sigma Securities, LLC2,341$516.1K0.06%+2,341New
Aviva PLC2,309$509.1K0.00%−2,853−55.3%Reduced
Public Employees Retirement Association of Colorado2,275$502.0K0.00%−760−25.0%Reduced
AdvisorShares Investments LLC2,100$463.0K0.08%+2,100New
Saturna Capital CORP2,078$458.2K0.01%−454−17.9%Reduced
Avantax Advisory Services, Inc.2,037$449.2K0.00%−34−1.6%Reduced
O'Neil Global Advisors, Inc.2,027$447.0K0.10%+2,027New
HighTower Advisors, LLC1,970$434.3K0.00%+1,970New
Pictet Asset Management Holding SA1,935$426.6K0.00%−43−2.2%Reduced
Counterpoint Mutual Funds LLC1,912$421.6K0.04%+1,912New
Envestnet Asset Management Inc1,895$417.8K0.00%+1,895New
CWM Advisors, LLC1,757$387.4K0.04%−877−33.3%Reduced
Occudo Quantitative Strategies LP1,689$372.4K0.04%+1,689New
Bailard, Inc.1,664$366.9K0.01%+1,664New
Oppenheimer Asset Management Inc.1,640$361.6K0.00%+1,640New
CIBC World Markets Corp1,635$360.5K0.00%−1,169−41.7%Reduced
Davenport & Co LLC1,633$360.0K0.00%+1,633New
Carnegie Capital Asset Management, LLC1,632$359.8K0.01%+1,632New
Massar Capital Management, LP1,567$345.5K0.26%+1,567New
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
City Center Advisors, LLC1,523$335.8K0.36%−175−10.3%Reduced
Stonegate Investment Group, LLC1,500$330.7K0.01%+1,500New
Scientech Research LLC1,472$324.5K0.08%+1,472New
Vontobel Holding Ltd.1,468$323.7K0.00%+1,468New
Prelude Capital Management, LLC1,455$320.8K0.03%+1,455New
Contravisory Investment Management, Inc.1,448$319.3K0.06%+1,448New
Merit Financial Group, LLC1,431$315.6K0.00%+1,431New
Ameritas Investment Partners, Inc.1,354$298.5K0.01%+83+6.5%Added
DekaBank Deutsche Girozentrale1,358$298.0K0.00%00.0%Unchanged
Stifel Financial Corp1,348$297.2K0.00%+1,348New
Magnetar Financial LLC1,333$293.9K0.00%+1,333New
Graham Capital Management, L.P.1,312$289.3K0.01%−2,429−64.9%Reduced
Flagship Harbor Advisors, LLC1,311$289.1K0.01%+1,311New
HSBC Holdings PLC1,289$286.2K0.00%+1,289New
Strategic Advocates LLC1,288$284.0K0.08%+1,288New
FMR LLC1,263$278.5K0.00%+177+16.3%Added
Holderness Investments Co1,252$276.0K0.06%+1,252New
Quantinno Capital Management LP1,220$269.0K0.00%+1,220New
Snowden Capital Advisors LLC1,208$266.3K0.01%+1,208New
Evergreen Capital Management LLC1,206$265.9K0.01%+1,206New
Cornerstone Investment Partners, LLC1,202$265.0K0.01%+1,202New
Kestra Advisory Services, LLC1,192$262.9K0.00%+1,192New
Spirepoint Private Client, LLC1,189$262.2K0.03%+1,189New
Ashton Thomas Private Wealth, LLC1,169$257.7K0.01%+1,169New
Captrust Financial Advisors1,153$254.2K0.00%+1,153New
Mindset Wealth Management, LLC1,147$252.9K0.08%+1,147New
New York State Teachers Retirement System1,135$250.0K0.00%00.0%Unchanged
Chicago Capital, LLC1,117$246.3K0.01%+1,117New
111 Capital1,113$245.4K0.04%−730−39.6%Reduced
Glenview Trust Co1,100$242.5K0.00%+1,100New
Nisa Investment Advisors, LLC1,066$235.0K0.00%+7+0.7%Added
Comprehensive Financial Planning, Inc.1,050$231.6K0.18%+1,050New
Oppenheimer & Co Inc1,047$230.8K0.00%+1,047New
Xponance, Inc.1,025$226.0K0.00%+1,025New
Absolute Gestao de Investimentos Ltda.1,010$222.7K0.07%+1,010New
Pensionmark Financial Group, LLC1,000$220.5K0.01%+1,000New
Adams Wealth Management966$214.0K0.04%+966New
CacheTech Inc.966$214.0K0.04%+966New
Gen-Wealth Partners Inc970$213.9K0.08%00.0%Unchanged
SG Americas Securities, LLC959$211.0K0.00%−4,010−80.7%Reduced
Jaffetilchin Investment Partners, LLC952$209.9K0.01%+952New
Court Place Advisors, LLC950$209.5K0.07%+950New
First Affirmative Financial Network936$206.3K0.11%+936New
Savant Capital, LLC920$202.8K0.00%+920New
Kings Path Partners LLC770$169.8K0.07%+770New
Private Trust Co NA754$166.2K0.02%−346−31.5%Reduced
The PNC Financial Services Group, Inc.646$142.4K0.00%−826−56.1%Reduced
State of Tennessee, Treasury Department583$128.5K0.00%+583New
Principal Securities, Inc.528$116.4K0.00%+465+738.1%Added
Essential Partners LLC466$102.7K0.04%+466New
Huntington National Bank446$98.3K0.00%+1+0.2%Added
Amalgamated Bank441$97.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC374$82.5K0.01%00.0%Unchanged
KBC Group NV369$81.0K0.00%−306−45.3%Reduced
EverSource Wealth Advisors, LLC365$80.5K0.00%+335+1,116.7%Added
IFP Advisors, Inc323$71.0K0.00%+323New
Comerica Bank314$69.2K0.00%−2,270−87.8%Reduced
Larson Financial Group LLC308$67.9K0.00%+61+24.7%Added
Parallel Advisors, LLC276$60.9K0.00%+7+2.6%Added
Signaturefd, LLC271$59.8K0.00%+38+16.3%Added
Point72 (DIFC) Ltd265$58.5K0.00%−2,359−89.9%Reduced
Global Retirement Partners, LLC258$56.9K0.00%+258New