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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, Q3 2025

Institutional positions in Argan Inc as of Sep 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
394
+41 vs. Q2 2025
Shares held
12.9M
+872.5K (+7.3%) vs. Q2 2025
Total value
$3.49B
+$834.5M (+31.5%) vs. Q2 2025
New holders
97
136 more added
Sold out
56
120 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 394 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 heldQ3 2025: $3.49B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q2 2025.

Institutions holding AGX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,144,853$309.2M0.01%+34,027+3.1%Added
Vanguard Group Inc824,414$222.6M0.00%−34,542−4.0%Reduced
Renaissance Technologies LLC642,079$173.4M0.23%+25,800+4.2%Added
First Trust Advisors LP559,466$151.1M0.11%+230,073+69.8%Added
American Century Companies Inc438,081$118.3M0.06%−54,613−11.1%Reduced
Dimensional Fund Advisors LP435,761$117.7M0.03%+4,027+0.9%Added
Geode Capital Management, LLC319,964$86.4M0.01%+5,511+1.8%Added
State Street Corp310,936$84.0M0.00%−13,420−4.1%Reduced
Invesco Ltd.298,582$80.6M0.01%+68,689+29.9%Added
Lord, Abbett & Co. LLC263,012$71.0M0.21%−98,127−27.2%Reduced
Valiant Capital Management, L.P.254,600$68.8M6.36%−135,015−34.7%Reduced
Arrowstreet Capital, Limited Partnership248,694$67.2M0.04%−48,294−16.3%Reduced
AltraVue Capital, LLC247,542$66.8M5.54%+5,030+2.1%Added
Value Aligned Research Advisors, LLC225,750$61.0M1.41%+115,188+104.2%Added
Bank of New York Mellon Corp205,901$55.6M0.01%+31,368+18.0%Added
WCM Investment Management, LLC200,485$54.3M0.11%+126,103+169.5%Added
Wells Fargo & Company192,140$51.9M0.01%+24,219+14.4%Added
Allspring Global Investments Holdings, LLC180,967$50.6M0.08%+122,922+211.8%Added
Mirae Asset Global ETFs Holdings Ltd.169,028$45.6M0.07%+1,300+0.8%Added
Jupiter Asset Management Ltd156,755$42.3M0.36%−31,910−16.9%Reduced
Jacobs Levy Equity Management, Inc153,115$41.3M0.16%+116,657+320.0%Added
Forest Avenue Capital Management LP148,329$40.1M3.01%+148,329New
Morgan Stanley140,499$37.9M0.00%−16,271−10.4%Reduced
Charles Schwab Investment Management Inc132,571$35.8M0.01%+2,046+1.6%Added
TD Asset Management Inc131,933$35.6M0.03%+131,933New
Driehaus Capital Management LLC130,906$35.4M0.25%−29,918−18.6%Reduced
Northern Trust Corp130,232$35.2M0.00%+155+0.1%Added
Victory Capital Management Inc129,568$35.0M0.02%+102,221+373.8%Added
Epoch Investment Partners, Inc.128,299$34.6M0.19%+128,299New
Divisadero Street Capital Management, LP125,534$33.9M1.58%+125,534New
Qube Research & Technologies Ltd124,594$33.6M0.05%−45,217−26.6%Reduced
AQR Capital Management LLC123,185$33.3M0.02%+23,077+23.1%Added
Alkeon Capital Management LLC120,000$32.4M0.15%+120,000New
UBS Group AG107,884$29.1M0.01%−25,291−19.0%Reduced
Goldman Sachs Group Inc105,165$28.4M0.00%+9,212+9.6%Added
Ranger Investment Management, L.P.104,055$28.1M1.96%+90,685+678.3%Added
Aperture Investors, LLC100,183$27.1M3.76%+100,183New
Goodlander Investment Management, LLC95,000$25.7M9.78%−25,000−20.8%Reduced
Emerald Advisers, LLC86,532$23.4M0.75%+86,532New
Royce & Associates LP85,792$23.2M0.23%+16,052+23.0%Added
Raymond James Financial Inc84,242$22.7M0.01%+44,040+109.5%Added
Russell Investments Group, Ltd.83,016$22.4M0.03%+40,258+94.2%Added
Axiom Investors LLC79,738$21.5M0.16%+38,392+92.9%Added
Bank of America Corp78,669$21.2M0.00%+2,951+3.9%Added
William Blair Investment Management, LLC71,551$19.3M0.05%+71,551New
Susquehanna International Group, LLP69,591$18.8M0.03%+15,018+27.5%Added
Next Century Growth Investors LLC65,964$17.8M1.30%+3,473+5.6%Added
Janus Henderson Group PLC62,593$16.9M0.01%+19,743+46.1%Added
Legato Capital Management LLC60,602$16.4M1.78%00.0%Unchanged
Oberweis Asset Management Inc60,571$16.4M0.63%−5,220−7.9%Reduced
Alpine Investment Management Ltd60,000$16.2M13.62%+60,000New
Panagora Asset Management Inc57,365$15.5M0.06%+266+0.5%Added
Sapient Capital LLC52,320$14.2M0.22%+3,160+6.4%Added
Emerald Mutual Fund Advisers Trust52,352$14.1M0.73%+52,352New
New York State Common Retirement Fund51,911$14.0M0.02%00.0%Unchanged
Berkshire Capital Holdings Inc48,470$13.1M3.98%+48,460+484,600.0%Added
Price T Rowe Associates Inc46,729$12.6M0.00%+29,168+166.1%Added
SEI Investments Co46,338$12.5M0.01%+29,669+178.0%Added
TrimTabs Asset Management, LLC46,005$12.4M1.65%+1,308+2.9%Added
Capital Fund Management S.A.42,343$11.4M0.11%−4,116−8.9%Reduced
Thames Capital Management LLC41,383$11.2M1.61%+41,383New
Navellier & Associates Inc38,442$10.4M1.05%+12,040+45.6%Added
Polen Capital Management LLC37,533$10.1M0.03%−7,288−16.3%Reduced
Wellington Management Group LLP35,668$9.63M0.00%−57,501−61.7%Reduced
HRT Financial LP33,448$9.03M0.03%−7,457−18.2%Reduced
Man Group plc32,666$8.82M0.02%−31,462−49.1%Reduced
Sit Investment Associates Inc32,415$8.75M0.18%+6,300+24.1%Added
Trexquant Investment LP32,376$8.74M0.09%−15,248−32.0%Reduced
LPL Financial LLC31,273$8.45M0.00%+2,310+8.0%Added
Balyasny Asset Management LLC31,062$8.39M0.02%−222,303−87.7%Reduced
Cushing Asset Management, LP31,000$8.37M0.48%+23,000+287.5%Added
Nuveen, LLC30,283$8.18M0.00%−40,516−57.2%Reduced
Colony Group, LLC29,917$8.08M0.01%+732+2.5%Added
Thornburg Investment Management Inc29,249$7.90M0.10%−1,006−3.3%Reduced
Principal Financial Group Inc28,664$7.74M0.00%+13,109+84.3%Added
Millennium Management LLC28,318$7.65M0.01%−623−2.2%Reduced
Essex Investment Management Co LLC28,298$7.64M1.17%+980+3.6%Added
Calamos Advisors LLC27,110$7.32M0.03%+3,683+15.7%Added
Cardinal Capital Management27,080$7.31M1.01%−3,430−11.2%Reduced
Swiss National Bank26,400$7.13M0.00%+500+1.9%Added
Maplelane Capital, LLC26,000$7.02M0.34%+26,000New
UBS Asset Management Americas Inc25,776$6.96M0.00%−20,523−44.3%Reduced
Bearing Point Capital, LLC25,084$6.77M1.17%+386+1.6%Added
Independent Advisor Alliance24,833$6.71M0.17%+408+1.7%Added
AXA Investment Managers S.A.23,734$6.41M0.02%+23,734New
Aventail Capital Group, LP22,507$6.08M0.29%−52,516−70.0%Reduced
JPMorgan Chase & Co22,417$6.05M0.00%−572−2.5%Reduced
Citadel Advisors LLC22,273$6.01M0.00%−11,201−33.5%Reduced
Franklin Resources Inc22,248$6.01M0.00%−749−3.3%Reduced
Soros Capital Management LLC21,300$5.75M1.42%+21,300New
Rhumbline Advisers20,949$5.66M0.00%−19−0.1%Reduced
Advisor Group Holdings, Inc.23,297$5.57M0.01%+12,151+109.0%Added
Anson Funds Management LP20,000$5.40M0.60%+10,000+100.0%Added
D.A. Davidson & Co.19,897$5.37M0.03%−2,023−9.2%Reduced
EAM Investors, LLC20,201$5.37M0.62%−1,153−5.4%Reduced
Barclays PLC19,776$5.34M0.00%−19,391−49.5%Reduced
Shaker Investments LLC18,953$5.12M2.05%−47−0.2%Reduced
Truist Financial Corp18,374$4.96M0.01%−188−1.0%Reduced
Two Sigma Investments, LP18,371$4.96M0.01%−121,218−86.8%Reduced
Creative Planning17,708$4.78M0.00%+1,399+8.6%Added