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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 569 | $11.4B |
| Q1 2026 | 500 | $7.68B |
| Q4 2025 | 438 | $3.99B |
| Q3 2025 | 394 | $3.49B |
| Q2 2025 | 357 | $2.66B |
| Q1 2025 | 294 | $1.51B |
| Q4 2024 | 277 | $1.59B |
| Q3 2024 | 245 | $1.21B |
| Q2 2024 | 206 | $818.5M |
| Q1 2024 | 160 | $530.2M |
| Q4 2023 | 149 | $494.8M |
| Q3 2023 | 140 | $473.9M |
| Q2 2023 | 128 | $417.0M |
| Q1 2023 | 124 | $440.8M |
| Q4 2022 | 118 | $409.0M |
| Q3 2022 | 118 | $365.0M |
| Q2 2022 | 116 | $439.0M |
| Q1 2022 | 137 | $505.5M |
| Q4 2021 | 129 | $509.2M |
| Q3 2021 | 117 | $578.9M |
| Q2 2021 | 126 | $634.9M |
| Q1 2021 | 138 | $726.2M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 19,897 | $5.37M | 0.03% | −2,023−9.2% | Reduced |
| Anson Funds Management LP | 20,000 | $5.40M | 0.60% | +10,000+100.0% | Added |
| Advisor Group Holdings, Inc. | 23,297 | $5.57M | 0.01% | +12,151+109.0% | Added |
| Rhumbline Advisers | 20,949 | $5.66M | 0.00% | −19−0.1% | Reduced |
| Soros Capital Management LLC | 21,300 | $5.75M | 1.42% | +21,300 | New |
| Franklin Resources Inc | 22,248 | $6.01M | 0.00% | −749−3.3% | Reduced |
| Citadel Advisors LLC | 22,273 | $6.01M | 0.00% | −11,201−33.5% | Reduced |
| JPMorgan Chase & Co | 22,417 | $6.05M | 0.00% | −572−2.5% | Reduced |
| Aventail Capital Group, LP | 22,507 | $6.08M | 0.29% | −52,516−70.0% | Reduced |
| AXA Investment Managers S.A. | 23,734 | $6.41M | 0.02% | +23,734 | New |
| Independent Advisor Alliance | 24,833 | $6.71M | 0.17% | +408+1.7% | Added |
| Bearing Point Capital, LLC | 25,084 | $6.77M | 1.17% | +386+1.6% | Added |
| UBS Asset Management Americas Inc | 25,776 | $6.96M | 0.00% | −20,523−44.3% | Reduced |
| Maplelane Capital, LLC | 26,000 | $7.02M | 0.34% | +26,000 | New |
| Swiss National Bank | 26,400 | $7.13M | 0.00% | +500+1.9% | Added |
| Cardinal Capital Management | 27,080 | $7.31M | 1.01% | −3,430−11.2% | Reduced |
| Calamos Advisors LLC | 27,110 | $7.32M | 0.03% | +3,683+15.7% | Added |
| Essex Investment Management Co LLC | 28,298 | $7.64M | 1.17% | +980+3.6% | Added |
| Millennium Management LLC | 28,318 | $7.65M | 0.01% | −623−2.2% | Reduced |
| Principal Financial Group Inc | 28,664 | $7.74M | 0.00% | +13,109+84.3% | Added |
| Thornburg Investment Management Inc | 29,249 | $7.90M | 0.10% | −1,006−3.3% | Reduced |
| Colony Group, LLC | 29,917 | $8.08M | 0.01% | +732+2.5% | Added |
| Nuveen, LLC | 30,283 | $8.18M | 0.00% | −40,516−57.2% | Reduced |
| Cushing Asset Management, LP | 31,000 | $8.37M | 0.48% | +23,000+287.5% | Added |
| Balyasny Asset Management LLC | 31,062 | $8.39M | 0.02% | −222,303−87.7% | Reduced |
| LPL Financial LLC | 31,273 | $8.45M | 0.00% | +2,310+8.0% | Added |
| Trexquant Investment LP | 32,376 | $8.74M | 0.09% | −15,248−32.0% | Reduced |
| Sit Investment Associates Inc | 32,415 | $8.75M | 0.18% | +6,300+24.1% | Added |
| Man Group plc | 32,666 | $8.82M | 0.02% | −31,462−49.1% | Reduced |
| HRT Financial LP | 33,448 | $9.03M | 0.03% | −7,457−18.2% | Reduced |
| Wellington Management Group LLP | 35,668 | $9.63M | 0.00% | −57,501−61.7% | Reduced |
| Polen Capital Management LLC | 37,533 | $10.1M | 0.03% | −7,288−16.3% | Reduced |
| Navellier & Associates Inc | 38,442 | $10.4M | 1.05% | +12,040+45.6% | Added |
| Thames Capital Management LLC | 41,383 | $11.2M | 1.61% | +41,383 | New |
| Capital Fund Management S.A. | 42,343 | $11.4M | 0.11% | −4,116−8.9% | Reduced |
| TrimTabs Asset Management, LLC | 46,005 | $12.4M | 1.65% | +1,308+2.9% | Added |
| SEI Investments Co | 46,338 | $12.5M | 0.01% | +29,669+178.0% | Added |
| Price T Rowe Associates Inc | 46,729 | $12.6M | 0.00% | +29,168+166.1% | Added |
| Berkshire Capital Holdings Inc | 48,470 | $13.1M | 3.98% | +48,460+484,600.0% | Added |
| New York State Common Retirement Fund | 51,911 | $14.0M | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 52,352 | $14.1M | 0.73% | +52,352 | New |
| Sapient Capital LLC | 52,320 | $14.2M | 0.22% | +3,160+6.4% | Added |
| Panagora Asset Management Inc | 57,365 | $15.5M | 0.06% | +266+0.5% | Added |
| Alpine Investment Management Ltd | 60,000 | $16.2M | 13.62% | +60,000 | New |
| Oberweis Asset Management Inc | 60,571 | $16.4M | 0.63% | −5,220−7.9% | Reduced |
| Legato Capital Management LLC | 60,602 | $16.4M | 1.78% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 62,593 | $16.9M | 0.01% | +19,743+46.1% | Added |
| Next Century Growth Investors LLC | 65,964 | $17.8M | 1.30% | +3,473+5.6% | Added |
| Susquehanna International Group, LLP | 69,591 | $18.8M | 0.03% | +15,018+27.5% | Added |
| William Blair Investment Management, LLC | 71,551 | $19.3M | 0.05% | +71,551 | New |
| Bank of America Corp | 78,669 | $21.2M | 0.00% | +2,951+3.9% | Added |
| Axiom Investors LLC | 79,738 | $21.5M | 0.16% | +38,392+92.9% | Added |
| Russell Investments Group, Ltd. | 83,016 | $22.4M | 0.03% | +40,258+94.2% | Added |
| Raymond James Financial Inc | 84,242 | $22.7M | 0.01% | +44,040+109.5% | Added |
| Royce & Associates LP | 85,792 | $23.2M | 0.23% | +16,052+23.0% | Added |
| Emerald Advisers, LLC | 86,532 | $23.4M | 0.75% | +86,532 | New |
| Goodlander Investment Management, LLC | 95,000 | $25.7M | 9.78% | −25,000−20.8% | Reduced |
| Aperture Investors, LLC | 100,183 | $27.1M | 3.76% | +100,183 | New |
| Ranger Investment Management, L.P. | 104,055 | $28.1M | 1.96% | +90,685+678.3% | Added |
| Goldman Sachs Group Inc | 105,165 | $28.4M | 0.00% | +9,212+9.6% | Added |
| UBS Group AG | 107,884 | $29.1M | 0.01% | −25,291−19.0% | Reduced |
| Alkeon Capital Management LLC | 120,000 | $32.4M | 0.15% | +120,000 | New |
| AQR Capital Management LLC | 123,185 | $33.3M | 0.02% | +23,077+23.1% | Added |
| Qube Research & Technologies Ltd | 124,594 | $33.6M | 0.05% | −45,217−26.6% | Reduced |
| Divisadero Street Capital Management, LP | 125,534 | $33.9M | 1.58% | +125,534 | New |
| Epoch Investment Partners, Inc. | 128,299 | $34.6M | 0.19% | +128,299 | New |
| Victory Capital Management Inc | 129,568 | $35.0M | 0.02% | +102,221+373.8% | Added |
| Northern Trust Corp | 130,232 | $35.2M | 0.00% | +155+0.1% | Added |
| Driehaus Capital Management LLC | 130,906 | $35.4M | 0.25% | −29,918−18.6% | Reduced |
| TD Asset Management Inc | 131,933 | $35.6M | 0.03% | +131,933 | New |
| Charles Schwab Investment Management Inc | 132,571 | $35.8M | 0.01% | +2,046+1.6% | Added |
| Morgan Stanley | 140,499 | $37.9M | 0.00% | −16,271−10.4% | Reduced |
| Forest Avenue Capital Management LP | 148,329 | $40.1M | 3.01% | +148,329 | New |
| Jacobs Levy Equity Management, Inc | 153,115 | $41.3M | 0.16% | +116,657+320.0% | Added |
| Jupiter Asset Management Ltd | 156,755 | $42.3M | 0.36% | −31,910−16.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 169,028 | $45.6M | 0.07% | +1,300+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 180,967 | $50.6M | 0.08% | +122,922+211.8% | Added |
| Wells Fargo & Company | 192,140 | $51.9M | 0.01% | +24,219+14.4% | Added |
| WCM Investment Management, LLC | 200,485 | $54.3M | 0.11% | +126,103+169.5% | Added |
| Bank of New York Mellon Corp | 205,901 | $55.6M | 0.01% | +31,368+18.0% | Added |
| Value Aligned Research Advisors, LLC | 225,750 | $61.0M | 1.41% | +115,188+104.2% | Added |
| AltraVue Capital, LLC | 247,542 | $66.8M | 5.54% | +5,030+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 248,694 | $67.2M | 0.04% | −48,294−16.3% | Reduced |
| Valiant Capital Management, L.P. | 254,600 | $68.8M | 6.36% | −135,015−34.7% | Reduced |
| Lord, Abbett & Co. LLC | 263,012 | $71.0M | 0.21% | −98,127−27.2% | Reduced |
| Invesco Ltd. | 298,582 | $80.6M | 0.01% | +68,689+29.9% | Added |
| State Street Corp | 310,936 | $84.0M | 0.00% | −13,420−4.1% | Reduced |
| Geode Capital Management, LLC | 319,964 | $86.4M | 0.01% | +5,511+1.8% | Added |
| Dimensional Fund Advisors LP | 435,761 | $117.7M | 0.03% | +4,027+0.9% | Added |
| American Century Companies Inc | 438,081 | $118.3M | 0.06% | −54,613−11.1% | Reduced |
| First Trust Advisors LP | 559,466 | $151.1M | 0.11% | +230,073+69.8% | Added |
| Renaissance Technologies LLC | 642,079 | $173.4M | 0.23% | +25,800+4.2% | Added |
| Vanguard Group Inc | 824,414 | $222.6M | 0.00% | −34,542−4.0% | Reduced |
| BlackRock, Inc. | 1,144,853 | $309.2M | 0.01% | +34,027+3.1% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −72,718−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −45,562−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −36,119−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −33,013−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,536−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,474−100.0% | Sold out |