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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, 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.

Institutional holdersQ4 2025: 438 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 heldQ4 2025: $3.99B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q3 2025.

Institutions holding AGX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vestcor Inc635$199.0K0.01%00.0%Unchanged
James Investment Research Inc641$200.8K0.02%+641New
Modern Wealth Management, LLC642$201.2K0.00%+642New
HSBC Holdings PLC646$203.0K0.00%+646New
Fulton Bank, N.A.650$203.7K0.01%+650New
O'Shaughnessy Asset Management, LLC658$206.2K0.00%+658New
Yorktown Management & Research Co Inc670$209.9K0.17%+670New
XML Financial, LLC675$211.5K0.02%+675New
4J Wealth Management LLC680$213.1K0.12%+680New
Ethic Inc.694$217.4K0.00%+694New
Mangrove Partners696$218.1K0.02%+696New
Balboa Wealth Partners708$221.9K0.04%−128−15.3%Reduced
Legacy Advisors, LLC716$224.3K0.02%+716New
Keybank National Association730$228.7K0.00%+730New
Vontobel Holding Ltd.735$230.3K0.00%−857−53.8%Reduced
Quantum Private Wealth, LLC748$234.4K0.07%−750−50.1%Reduced
Nisa Investment Advisors, LLC751$235.3K0.00%−215−22.3%Reduced
Private Trust Co NA751$235.3K0.02%−4−0.5%Reduced
CIBC Asset Management Inc753$235.9K0.00%+753New
QP Wealth Management, LLC760$238.1K0.21%+760New
International Assets Investment Management, LLC760$238.1K0.02%+760New
JustInvest LLC762$238.8K0.00%+762New
Lighthouse Investment Partners, LLC764$239.4K0.01%+764New
Westover Capital Advisors, LLC786$246.3K0.04%−125−13.7%Reduced
Oxford Asset Management LLP786$246.3K0.09%+786New
Silver Oak Wealth Advisors Services, LLC800$250.7K0.16%00.0%Unchanged
Jaffetilchin Investment Partners, LLC804$251.8K0.01%−194−19.4%Reduced
AlphaGrep UK Ltd805$252.2K0.08%+805New
Skopos Labs, Inc.794$254.7K0.01%+794New
Highland Capital Management, LLC819$256.6K0.01%−18−2.2%Reduced
Mackenzie Financial Corp832$261.9K0.00%−11−1.3%Reduced
Savant Capital, LLC853$267.3K0.00%−136−13.8%Reduced
Neuberger Berman Group LLC865$271.0K0.00%+865New
CIBC World Markets Corp889$278.5K0.00%+889New
Hidden Cove Wealth Management, LLC892$279.5K0.18%+892New
BIP Wealth, LLC915$286.7K0.01%+915New
Ariadne Wealth Management, LP698$288.7K0.12%−74−9.6%Reduced
Jag Capital Management, LLC930$291.4K0.03%+930New
Astoria Portfolio Advisors LLC.664$293.1K0.07%+664New
Arlington Capital Management, Inc.940$294.5K0.18%+10+1.1%Added
Capstone Investment Advisors, LLC955$299.2K0.00%−208−17.9%Reduced
Adams Wealth Management966$304.5K0.06%00.0%Unchanged
CacheTech Inc.966$304.5K0.06%00.0%Unchanged
Perigon Wealth Management, LLC978$306.4K0.01%−89−8.3%Reduced
Intrua Financial, LLC983$308.0K0.03%−105−9.7%Reduced
Centurion Wealth Management LLC1,000$313.3K0.07%00.0%Unchanged
Pensionmark Financial Group, LLC1,002$313.9K0.01%+2+0.2%Added
Crusonia Wealth Advisors LLC1,008$315.8K0.07%+1,008New
Quest Partners LLC1,029$322.4K0.02%−29−2.7%Reduced
City Center Advisors, LLC1,052$329.6K0.30%−300−22.2%Reduced
Xponance, Inc.1,053$329.9K0.00%+18+1.7%Added
Krilogy Financial LLC948$335.1K0.01%−3−0.3%Reduced
Rockefeller Capital Management L.P.1,085$340.0K0.00%+169+18.4%Added
Fieldview Capital Management, LLC1,089$341.2K0.06%+1,089New
Fiducient Advisors LLC1,090$341.5K0.04%+1,090New
Private Advisor Group, LLC1,099$344.2K0.00%+1,099New
Glenview Trust Co1,100$344.7K0.01%00.0%Unchanged
OmniStar Financial Group, Inc.1,106$346.8K0.20%−98−8.1%Reduced
Ameritas Investment Partners, Inc.1,108$347.2K0.01%00.0%Unchanged
Chicago Capital, LLC1,119$350.6K0.01%+2+0.2%Added
Cornerstone Investment Partners, LLC1,119$350.6K0.01%00.0%Unchanged
New York State Teachers Retirement System1,135$356.0K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.1,153$361.4K0.24%+118+11.4%Added
Farther Finance Advisors, LLC1,156$362.2K0.00%+539+87.4%Added
Storgate, LLC1,162$364.1K0.30%+1,162New
Teacher Retirement System of Texas1,188$372.2K0.00%−3,292−73.5%Reduced
Swiss Life Asset Management Ltd1,204$377.2K0.00%+1,204New
Snowden Capital Advisors LLC1,208$378.5K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC1,229$385.1K0.02%−84−6.4%Reduced
Spirepoint Private Client, LLC1,231$385.7K0.04%+37+3.1%Added
Contravisory Investment Management, Inc.1,246$390.4K0.08%−160−11.4%Reduced
Gsa Capital Partners LLP1,247$391.0K0.03%−1,244−49.9%Reduced
Amundi1,265$396.5K0.00%+1,265New
MAI Capital Management1,279$400.7K0.00%+1,252+4,637.0%Added
Strategic Advocates LLC1,286$405.7K0.10%−64−4.7%Reduced
Evergreen Capital Management LLC1,302$407.9K0.01%+96+8.0%Added
Kestra Advisory Services, LLC1,303$408.3K0.00%−662−33.7%Reduced
Inspire Advisors, LLC1,359$425.8K0.04%+175+14.8%Added
Great West Life Assurance Co1,358$426.0K0.00%−5,126−79.1%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,385$433.9K0.03%+1,385New
Gotham Asset Management, LLC1,408$441.2K0.00%−23−1.6%Reduced
Captrust Financial Advisors1,415$443.3K0.00%+91+6.9%Added
Mindset Wealth Management, LLC1,438$450.6K0.12%−163−10.2%Reduced
Aviva PLC1,463$458.4K0.00%−563−27.8%Reduced
CWM Advisors, LLC1,498$469.4K0.04%−4,287−74.1%Reduced
Virginia Retirement Systems Et Al1,500$470.0K0.00%00.0%Unchanged
BCJ Capital Management, LLC1,510$473.1K0.03%−736−32.8%Reduced
M&T Bank Corp1,526$478.2K0.00%+1,526New
NBC Securities, Inc.1,547$484.7K0.04%−1,624−51.2%Reduced
Jackson Square Capital, LLC1,551$486.0K0.10%+1,551New
Saturna Capital CORP1,589$497.9K0.01%00.0%Unchanged
Kings Path Partners LLC1,743$546.1K0.19%+218+14.3%Added
SBI Okasan Asset Management Co.Ltd.1,800$577.3K0.03%+1,800New
Acadian Asset Management LLC1,856$580.0K0.00%−8,435−82.0%Reduced
HighVista Strategies LLC1,896$594.1K0.15%−5,204−73.3%Reduced
Drucker Wealth 3.0, LLC1,900$595.3K0.10%−688−26.6%Reduced
Glenmede Trust Co NA1,902$595.9K0.00%+1,902New
Holderness Investments Co1,903$596.2K0.12%+201+11.8%Added
GK Wealth Management LLC1,972$617.7K0.45%−160−7.5%Reduced
Ashton Thomas Private Wealth, LLC1,992$624.1K0.02%+64+3.3%Added