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, Q4 2025
Institutional positions in Argan Inc as of Dec 31, 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
- 438
- +52 vs. Q3 2025
- Shares held
- 12.7M
- −139.2K (−1.1%) vs. Q3 2025
- Total value
- $3.99B
- +$513.4M (+14.8%) vs. Q3 2025
- New holders
- 95
- 124 more added
- Sold out
- 43
- 170 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,179,581 | $369.6M | 0.01% | +34,728+3.0% | Added |
| Vanguard Group Inc | 827,482 | $259.3M | 0.00% | +3,068+0.4% | Added |
| First Trust Advisors LP | 599,149 | $187.7M | 0.14% | +39,683+7.1% | Added |
| Renaissance Technologies LLC | 598,599 | $187.6M | 0.29% | −43,480−6.8% | Reduced |
| American Century Companies Inc | 457,251 | $143.3M | 0.07% | +19,170+4.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 438,858 | $137.5M | 1.48% | +438,858 | New |
| Geode Capital Management, LLC | 400,379 | $125.5M | 0.01% | +80,415+25.1% | Added |
| Dimensional Fund Advisors LP | 393,008 | $123.1M | 0.03% | −42,753−9.8% | Reduced |
| State Street Corp | 312,003 | $97.8M | 0.00% | +1,067+0.3% | Added |
| Invesco Ltd. | 287,323 | $90.0M | 0.01% | −11,259−3.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 259,872 | $81.4M | 0.31% | +106,757+69.7% | Added |
| Bank of New York Mellon Corp | 249,774 | $78.3M | 0.01% | +43,873+21.3% | Added |
| WCM Investment Management, LLC | 226,173 | $71.3M | 0.15% | +25,688+12.8% | Added |
| Arrowstreet Capital, Limited Partnership | 220,877 | $69.2M | 0.04% | −27,817−11.2% | Reduced |
| Wells Fargo & Company | 196,855 | $61.7M | 0.01% | +4,715+2.5% | Added |
| TD Asset Management Inc | 194,744 | $61.0M | 0.05% | +62,811+47.6% | Added |
| Epoch Investment Partners, Inc. | 193,808 | $60.7M | 0.35% | +65,509+51.1% | Added |
| Forest Avenue Capital Management LP | 185,389 | $58.1M | 3.83% | +37,060+25.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 173,008 | $54.2M | 0.08% | +3,980+2.4% | Added |
| UBS Group AG | 152,721 | $47.9M | 0.01% | +44,837+41.6% | Added |
| AltraVue Capital, LLC | 142,942 | $44.8M | 3.69% | −104,600−42.3% | Reduced |
| Morgan Stanley | 140,169 | $43.9M | 0.00% | −330−0.2% | Reduced |
| Valiant Capital Management, L.P. | 134,273 | $42.1M | 3.54% | −120,327−47.3% | Reduced |
| Charles Schwab Investment Management Inc | 130,512 | $40.9M | 0.01% | −2,059−1.6% | Reduced |
| Value Aligned Research Advisors, LLC | 128,858 | $40.4M | 0.83% | −96,892−42.9% | Reduced |
| Northern Trust Corp | 127,328 | $39.9M | 0.01% | −2,904−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 117,873 | $38.4M | 0.06% | −63,094−34.9% | Reduced |
| AQR Capital Management LLC | 120,329 | $37.7M | 0.02% | −2,856−2.3% | Reduced |
| Kinetic Partners Management, LP | 117,000 | $36.7M | 1.78% | +117,000 | New |
| Ranger Investment Management, L.P. | 116,881 | $36.6M | 2.51% | +12,826+12.3% | Added |
| Alkeon Capital Management LLC | 108,845 | $34.1M | 0.15% | −11,155−9.3% | Reduced |
| Goldman Sachs Group Inc | 104,644 | $32.8M | 0.00% | −521−0.5% | Reduced |
| Jennison Associates LLC | 101,097 | $31.7M | 0.02% | +101,097 | New |
| Emerald Advisers, LLC | 98,072 | $30.7M | 0.95% | +11,540+13.3% | Added |
| Keystone Investors Pte Ltd | 91,197 | $28.6M | 2.57% | +91,197 | New |
| Qube Research & Technologies Ltd | 90,217 | $28.3M | 0.04% | −34,377−27.6% | Reduced |
| Russell Investments Group, Ltd. | 86,182 | $27.0M | 0.03% | +3,166+3.8% | Added |
| Susquehanna International Group, LLP | 80,109 | $25.1M | 0.03% | +10,518+15.1% | Added |
| FMR LLC | 72,650 | $22.8M | 0.00% | +71,156+4,762.8% | Added |
| Trexquant Investment LP | 69,681 | $21.8M | 0.19% | +37,305+115.2% | Added |
| William Blair Investment Management, LLC | 63,361 | $19.9M | 0.06% | −8,190−11.4% | Reduced |
| Jupiter Asset Management Ltd | 61,450 | $19.3M | 0.15% | −95,305−60.8% | Reduced |
| Royce & Associates LP | 60,616 | $19.0M | 0.19% | −25,176−29.3% | Reduced |
| Ameriprise Financial Inc | 59,695 | $18.7M | 0.00% | +54,821+1,124.8% | Added |
| Emerald Mutual Fund Advisers Trust | 58,943 | $18.5M | 0.90% | +6,591+12.6% | Added |
| Lord, Abbett & Co. LLC | 56,841 | $17.8M | 0.05% | −206,171−78.4% | Reduced |
| Price T Rowe Associates Inc | 56,655 | $17.8M | 0.00% | +9,926+21.2% | Added |
| Mariner, LLC | 56,567 | $17.7M | 0.02% | +44,355+363.2% | Added |
| HRT Financial LP | 56,166 | $17.6M | 0.06% | +22,718+67.9% | Added |
| Aperture Investors, LLC | 54,587 | $17.1M | 2.39% | −45,596−45.5% | Reduced |
| Capital Fund Management S.A. | 54,089 | $16.9M | 0.16% | +11,746+27.7% | Added |
| Janus Henderson Group PLC | 52,767 | $16.5M | 0.01% | −9,826−15.7% | Reduced |
| Thames Capital Management LLC | 51,794 | $16.2M | 2.36% | +10,411+25.2% | Added |
| Sapient Capital LLC | 51,263 | $16.2M | 0.23% | −1,057−2.0% | Reduced |
| Raymond James Financial Inc | 50,450 | $15.8M | 0.00% | −33,792−40.1% | Reduced |
| Victory Capital Management Inc | 49,034 | $15.4M | 0.01% | −80,534−62.2% | Reduced |
| TrimTabs Asset Management, LLC | 47,095 | $14.8M | 1.93% | +1,090+2.4% | Added |
| Principal Financial Group Inc | 43,453 | $13.6M | 0.01% | +14,789+51.6% | Added |
| Legato Capital Management LLC | 39,319 | $12.3M | 1.06% | −21,283−35.1% | Reduced |
| Jane Street Group, LLC | 38,466 | $12.1M | 0.01% | +31,106+422.6% | Added |
| SEI Investments Co | 38,332 | $12.0M | 0.01% | −8,006−17.3% | Reduced |
| Navellier & Associates Inc | 36,108 | $11.3M | 1.27% | −2,334−6.1% | Reduced |
| Walleye Capital LLC | 35,774 | $11.2M | 0.06% | +35,774 | New |
| Axiom Investors LLC | 35,591 | $11.2M | 0.10% | −44,147−55.4% | Reduced |
| Cushing Asset Management, LP | 35,000 | $11.0M | 0.63% | +4,000+12.9% | Added |
| Bank of America Corp | 34,858 | $10.9M | 0.00% | −43,811−55.7% | Reduced |
| Pacer Advisors, Inc. | 34,666 | $10.9M | 0.03% | +34,666 | New |
| Oberweis Asset Management Inc | 32,971 | $10.3M | 0.38% | −27,600−45.6% | Reduced |
| Sit Investment Associates Inc | 32,415 | $10.2M | 0.20% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,001 | $10.0M | 0.01% | −19,910−38.4% | Reduced |
| LPL Financial LLC | 30,777 | $9.64M | 0.00% | −496−1.6% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 30,000 | $9.40M | 0.22% | +30,000 | New |
| Nuveen, LLC | 29,842 | $9.35M | 0.00% | −441−1.5% | Reduced |
| Colony Group, LLC | 29,426 | $9.22M | 0.01% | −491−1.6% | Reduced |
| Essex Investment Management Co LLC | 27,628 | $8.66M | 1.32% | −670−2.4% | Reduced |
| Hel Ved Capital Management Ltd | 27,517 | $8.62M | 2.98% | +10,462+61.3% | Added |
| Swiss National Bank | 27,200 | $8.52M | 0.01% | +800+3.0% | Added |
| Bearing Point Capital, LLC | 27,020 | $8.47M | 1.32% | +1,936+7.7% | Added |
| Cardinal Capital Management | 26,942 | $8.44M | 1.12% | −138−0.5% | Reduced |
| Citadel Advisors LLC | 25,939 | $8.13M | 0.01% | +3,666+16.5% | Added |
| Polen Capital Management LLC | 24,886 | $7.80M | 0.03% | −12,647−33.7% | Reduced |
| UBS Asset Management Americas Inc | 24,655 | $7.72M | 0.00% | −1,121−4.3% | Reduced |
| Thornburg Investment Management Inc | 24,611 | $7.71M | 0.10% | −4,638−15.9% | Reduced |
| Panagora Asset Management Inc | 24,339 | $7.63M | 0.03% | −33,026−57.6% | Reduced |
| Driehaus Capital Management LLC | 23,830 | $7.47M | 0.05% | −107,076−81.8% | Reduced |
| JPMorgan Chase & Co | 21,790 | $6.83M | 0.00% | −627−2.8% | Reduced |
| Barclays PLC | 21,637 | $6.78M | 0.00% | +1,861+9.4% | Added |
| Independent Advisor Alliance | 21,408 | $6.71M | 0.16% | −3,425−13.8% | Reduced |
| Man Group plc | 19,931 | $6.24M | 0.01% | −12,735−39.0% | Reduced |
| Creative Planning | 18,963 | $5.94M | 0.00% | +1,255+7.1% | Added |
| Mercer Global Advisors Inc | 18,587 | $5.82M | 0.01% | +17,059+1,116.4% | Added |
| Franklin Resources Inc | 18,243 | $5.72M | 0.00% | −4,005−18.0% | Reduced |
| Rhumbline Advisers | 18,042 | $5.65M | 0.00% | −2,907−13.9% | Reduced |
| Jefferies Financial Group Inc. | 17,791 | $5.57M | 0.05% | +17,791 | New |
| Advisor Group Holdings, Inc. | 16,823 | $5.27M | 0.01% | −6,474−27.8% | Reduced |
| Two Sigma Investments, LP | 16,671 | $5.22M | 0.01% | −1,700−9.3% | Reduced |
| Shaker Investments LLC | 16,061 | $5.03M | 2.09% | −2,892−15.3% | Reduced |
| Credit Agricole S A | 15,579 | $4.88M | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 15,284 | $4.79M | 0.04% | −1,326−8.0% | Reduced |
| Aptus Capital Advisors, LLC | 15,192 | $4.76M | 0.04% | +15,192 | New |