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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
Highland Capital Management, LLC837$226.0K0.01%+837New
Mackenzie Financial Corp843$227.7K0.00%+843New
Weiss Asset Management LP900$243.0K0.00%+900New
Westover Capital Advisors, LLC911$246.0K0.05%+911New
Rockefeller Capital Management L.P.916$247.6K0.00%+916New
Arlington Capital Management, Inc.930$251.1K0.16%+930New
Court Place Advisors, LLC950$256.5K0.08%00.0%Unchanged
Hilltop Holdings Inc.953$257.4K0.01%+953New
Adams Wealth Management966$257.4K0.06%00.0%Unchanged
CacheTech Inc.966$257.4K0.05%00.0%Unchanged
Ariadne Wealth Management, LP772$258.7K0.12%+772New
Nisa Investment Advisors, LLC966$260.9K0.00%−100−9.4%Reduced
Savant Capital, LLC989$267.1K0.00%+69+7.5%Added
Jaffetilchin Investment Partners, LLC998$269.6K0.02%+46+4.8%Added
Pensionmark Financial Group, LLC1,000$270.1K0.01%00.0%Unchanged
Centurion Wealth Management LLC1,000$270.1K0.06%+1,000New
Xponance, Inc.1,035$279.5K0.00%+10+1.0%Added
Comprehensive Financial Planning, Inc.1,035$279.6K0.19%−15−1.4%Reduced
Oppenheimer Asset Management Inc.1,052$284.1K0.00%−588−35.9%Reduced
Quest Partners LLC1,058$285.7K0.02%+1,058New
Perigon Wealth Management, LLC1,067$288.1K0.01%+1,067New
Intrua Financial, LLC1,088$293.8K0.03%+1,088New
Glenview Trust Co1,100$297.1K0.00%00.0%Unchanged
Ieq Capital, LLC1,105$298.4K0.00%+1,105New
Ameritas Investment Partners, Inc.1,108$299.2K0.01%−246−18.2%Reduced
Chicago Capital, LLC1,117$301.6K0.01%00.0%Unchanged
Cornerstone Investment Partners, LLC1,119$302.2K0.01%−83−6.9%Reduced
BCS Private Wealth Management, Inc.1,127$304.3K0.11%+1,127New
New York State Teachers Retirement System1,135$307.0K0.00%00.0%Unchanged
Krilogy Financial LLC951$309.0K0.01%+951New
Capstone Investment Advisors, LLC1,163$314.1K0.00%+1,163New
Polymer Capital Management (US) LLC1,183$319.5K0.04%−1,312−52.6%Reduced
Inspire Advisors, LLC1,184$319.7K0.03%+1,184New
Stifel Financial Corp1,192$322.0K0.00%−156−11.6%Reduced
Spirepoint Private Client, LLC1,194$322.4K0.03%+5+0.4%Added
OmniStar Financial Group, Inc.1,204$325.4K0.20%+1,204New
Evergreen Capital Management LLC1,206$325.7K0.01%00.0%Unchanged
Snowden Capital Advisors LLC1,208$326.2K0.01%00.0%Unchanged
Arosa Capital Management LP1,250$337.6K0.52%−3,250−72.2%Reduced
Flagship Harbor Advisors, LLC1,313$354.7K0.02%+2+0.2%Added
Captrust Financial Advisors1,324$357.5K0.00%+171+14.8%Added
Oppenheimer & Co Inc1,338$361.3K0.00%+291+27.8%Added
DekaBank Deutsche Girozentrale1,358$364.0K0.00%00.0%Unchanged
Strategic Advocates LLC1,350$364.6K0.09%+62+4.8%Added
City Center Advisors, LLC1,352$365.1K0.35%−171−11.2%Reduced
Contravisory Investment Management, Inc.1,406$379.7K0.07%−42−2.9%Reduced
CIBC Bancorp USA Inc.1,414$381.9K0.00%+1,414New
Strategic Blueprint, LLC1,418$382.9K0.02%+1,418New
XTX Topco Ltd1,419$383.2K0.02%+1,419New
DRW Securities, LLC1,420$385.0K0.02%+1,420New
Gotham Asset Management, LLC1,431$386.4K0.00%−1,702−54.3%Reduced
Wolverine Trading, LLC1,430$387.6K0.01%+1,430New
FMR LLC1,494$403.5K0.00%+231+18.3%Added
Quantum Private Wealth, LLC1,498$404.5K0.12%+1,498New
Virginia Retirement Systems Et Al1,500$405.1K0.00%+1,500New
Entropy Technologies, LP1,503$405.9K0.03%−1,800−54.5%Reduced
Kings Path Partners LLC1,525$411.8K0.15%+755+98.1%Added
Mercer Global Advisors Inc1,528$412.7K0.00%+1,528New
Penn Mutual Asset Management, LLC1,542$416.4K0.81%00.0%Unchanged
Thrivent Financial for Lutherans1,577$426.0K0.00%+1,577New
Saturna Capital CORP1,589$429.1K0.01%−489−23.5%Reduced
Vontobel Holding Ltd.1,592$429.9K0.00%+124+8.4%Added
Mindset Wealth Management, LLC1,601$432.4K0.12%+454+39.6%Added
Quantinno Capital Management LP1,624$438.6K0.00%+404+33.1%Added
Holderness Investments Co1,702$459.6K0.09%+450+35.9%Added
Walleye Trading LLC1,817$490.7K0.01%−4,585−71.6%Reduced
Caxton Associates LLP1,892$510.9K0.01%+1,892New
Ashton Thomas Private Wealth, LLC1,928$520.7K0.01%+759+64.9%Added
Pictet Asset Management Holding SA1,935$522.5K0.00%00.0%Unchanged
Kestra Advisory Services, LLC1,965$530.7K0.00%+773+64.8%Added
Alps Advisors Inc1,983$535.5K0.00%−1,023−34.0%Reduced
Stonegate Investment Group, LLC2,000$540.1K0.01%+500+33.3%Added
Meitav Dash Investments Ltd2,000$540.1K0.01%+2,000New
Aviva PLC2,026$547.1K0.00%−283−12.3%Reduced
Public Employees Retirement Association of Colorado2,028$548.0K0.00%−247−10.9%Reduced
Merit Financial Group, LLC2,067$558.1K0.01%+636+44.4%Added
Carnegie Capital Asset Management, LLC2,107$569.0K0.01%+475+29.1%Added
GK Wealth Management LLC2,132$575.6K0.43%+2,132New
BCJ Capital Management, LLC2,246$606.5K0.04%+704+45.7%Added
ProShare Advisors LLC2,269$612.7K0.00%−452−16.6%Reduced
Voya Investment Management LLC2,406$649.7K0.00%−1,237−34.0%Reduced
Davenport & Co LLC2,469$666.7K0.00%+836+51.2%Added
Gsa Capital Partners LLP2,491$673.0K0.06%−839−25.2%Reduced
Napa Wealth Management2,516$679.4K0.32%−48−1.9%Reduced
Pallas Capital Advisors LLC2,530$683.2K0.03%+5+0.2%Added
Drucker Wealth 3.0, LLC2,588$698.9K0.12%+2,588New
Afg Fiduciary Services Limited Partnership2,565$716.3K0.42%+2,565New
MML Investors Services, LLC2,664$719.4K0.00%+316+13.5%Added
Ring Mountain Capital, LLC2,735$739.0K0.41%+35+1.3%Added
Palisades Investment Partners, LLC2,820$761.5K0.30%+2,820New
State of Wisconsin Investment Board2,851$769.9K0.00%−1,358−32.3%Reduced
KLP Kapitalforvaltning AS2,900$783.1K0.00%−1,300−31.0%Reduced
Spire Wealth Management2,941$794.2K0.03%+2,941New
Cim, LLC3,101$837.5K0.11%−33−1.1%Reduced
Envestnet Asset Management Inc3,165$854.8K0.00%+1,270+67.0%Added
NBC Securities, Inc.3,171$856.3K0.07%−516−14.0%Reduced
Martingale Asset Management L P3,202$864.7K0.02%−2,087−39.5%Reduced
Citigroup Inc3,219$869.3K0.00%−13,481−80.7%Reduced
Verition Fund Management LLC3,245$876.3K0.01%−8,202−71.7%Reduced
US Bancorp3,273$883.9K0.00%−119−3.5%Reduced