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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 6,881 | $2.16M | 0.95% | −5,050−42.3% | Reduced |
| Wesbanco Bank Inc | 7,085 | $2.22M | 0.06% | −4,100−36.7% | Reduced |
| Toroso Investments, LLC | 7,135 | $2.24M | 0.01% | +6,384+850.1% | Added |
| Thoroughbred Financial Services, LLC | 7,220 | $2.26M | 0.13% | −123−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,278 | $2.28M | 0.00% | −327−4.3% | Reduced |
| Two Sigma Advisers, LP | 7,400 | $2.32M | 0.00% | +200+2.8% | Added |
| MetLife Investment Management | 7,412 | $2.32M | 0.01% | −291−3.8% | Reduced |
| CWM, LLC | 7,611 | $2.38M | 0.01% | +80+1.1% | Added |
| Steel Peak Wealth Management LLC | 7,615 | $2.39M | 0.08% | −1,821−19.3% | Reduced |
| NewEdge Wealth, LLC | 7,714 | $2.42M | 0.03% | +892+13.1% | Added |
| HWG Holdings LP | 7,928 | $2.48M | 0.60% | +7,928 | New |
| Millennium Management LLC | 8,315 | $2.61M | 0.00% | −20,003−70.6% | Reduced |
| Cerity Partners LLC | 8,651 | $2.71M | 0.00% | +817+10.4% | Added |
| Dark Forest Capital Management LP | 8,667 | $2.72M | 0.12% | +8,667 | New |
| Los Angeles Capital Management LLC | 9,186 | $2.74M | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 8,772 | $2.75M | 0.53% | +8,772 | New |
| State of Wisconsin Investment Board | 8,804 | $2.76M | 0.01% | +5,953+208.8% | Added |
| Brown Advisory Inc | 9,076 | $2.84M | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,079 | $2.84M | 0.00% | +8,943+6,575.7% | Added |
| Kornitzer Capital Management Inc | 9,590 | $3.00M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 9,998 | $3.13M | 0.03% | +413+4.3% | Added |
| Rezny Wealth Management, Inc. | 10,490 | $3.29M | 0.66% | +9+0.1% | Added |
| Cetera Investment Advisers | 10,673 | $3.34M | 0.00% | +740+7.4% | Added |
| Norris Financial Group, LLC | 10,793 | $3.38M | 1.15% | +40.0% | Added |
| Commonwealth Equity Services, LLC | 11,167 | $3.50M | 0.00% | +657+6.3% | Added |
| Moody Aldrich Partners LLC | 11,637 | $3.65M | 0.68% | −2,332−16.7% | Reduced |
| Deutsche Bank AG | 11,650 | $3.65M | 0.00% | +756+6.9% | Added |
| Stratos Wealth Partners, LTD. | 12,211 | $3.83M | 0.04% | −128−1.0% | Reduced |
| Calamos Advisors LLC | 12,725 | $3.99M | 0.02% | −14,385−53.1% | Reduced |
| Leavell Investment Management, Inc. | 12,780 | $4.00M | 0.17% | +275+2.2% | Added |
| Truist Financial Corp | 12,791 | $4.01M | 0.01% | −5,583−30.4% | Reduced |
| California State Teachers Retirement System | 13,119 | $4.11M | 0.00% | +151+1.2% | Added |
| Van Eck Associates Corp | 13,945 | $4.37M | 0.00% | +13,945 | New |
| Alliancebernstein L.P. | 14,030 | $4.40M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 14,164 | $4.44M | 0.49% | −6,037−29.9% | Reduced |
| D.A. Davidson & Co. | 14,782 | $4.63M | 0.03% | −5,115−25.7% | Reduced |
| Legal & General Group Plc | 14,860 | $4.66M | 0.00% | −731−4.7% | Reduced |
| Alyeska Investment Group, L.P. | 15,047 | $4.71M | 0.01% | +15,047 | New |
| Aptus Capital Advisors, LLC | 15,192 | $4.76M | 0.04% | +15,192 | New |
| Great Lakes Advisors, LLC | 15,284 | $4.79M | 0.04% | −1,326−8.0% | Reduced |
| Credit Agricole S A | 15,579 | $4.88M | 0.01% | 00.0% | Unchanged |
| Shaker Investments LLC | 16,061 | $5.03M | 2.09% | −2,892−15.3% | Reduced |
| Two Sigma Investments, LP | 16,671 | $5.22M | 0.01% | −1,700−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 16,823 | $5.27M | 0.01% | −6,474−27.8% | Reduced |
| Jefferies Financial Group Inc. | 17,791 | $5.57M | 0.05% | +17,791 | New |
| Rhumbline Advisers | 18,042 | $5.65M | 0.00% | −2,907−13.9% | Reduced |
| Franklin Resources Inc | 18,243 | $5.72M | 0.00% | −4,005−18.0% | Reduced |
| Mercer Global Advisors Inc | 18,587 | $5.82M | 0.01% | +17,059+1,116.4% | Added |
| Creative Planning | 18,963 | $5.94M | 0.00% | +1,255+7.1% | Added |
| Man Group plc | 19,931 | $6.24M | 0.01% | −12,735−39.0% | Reduced |
| Independent Advisor Alliance | 21,408 | $6.71M | 0.16% | −3,425−13.8% | Reduced |
| Barclays PLC | 21,637 | $6.78M | 0.00% | +1,861+9.4% | Added |
| JPMorgan Chase & Co | 21,790 | $6.83M | 0.00% | −627−2.8% | Reduced |
| Driehaus Capital Management LLC | 23,830 | $7.47M | 0.05% | −107,076−81.8% | Reduced |
| Panagora Asset Management Inc | 24,339 | $7.63M | 0.03% | −33,026−57.6% | Reduced |
| Thornburg Investment Management Inc | 24,611 | $7.71M | 0.10% | −4,638−15.9% | Reduced |
| UBS Asset Management Americas Inc | 24,655 | $7.72M | 0.00% | −1,121−4.3% | Reduced |
| Polen Capital Management LLC | 24,886 | $7.80M | 0.03% | −12,647−33.7% | Reduced |
| Citadel Advisors LLC | 25,939 | $8.13M | 0.01% | +3,666+16.5% | Added |
| Cardinal Capital Management | 26,942 | $8.44M | 1.12% | −138−0.5% | Reduced |
| Bearing Point Capital, LLC | 27,020 | $8.47M | 1.32% | +1,936+7.7% | Added |
| Swiss National Bank | 27,200 | $8.52M | 0.01% | +800+3.0% | Added |
| Hel Ved Capital Management Ltd | 27,517 | $8.62M | 2.98% | +10,462+61.3% | Added |
| Essex Investment Management Co LLC | 27,628 | $8.66M | 1.32% | −670−2.4% | Reduced |
| Colony Group, LLC | 29,426 | $9.22M | 0.01% | −491−1.6% | Reduced |
| Nuveen, LLC | 29,842 | $9.35M | 0.00% | −441−1.5% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 30,000 | $9.40M | 0.22% | +30,000 | New |
| LPL Financial LLC | 30,777 | $9.64M | 0.00% | −496−1.6% | Reduced |
| New York State Common Retirement Fund | 32,001 | $10.0M | 0.01% | −19,910−38.4% | Reduced |
| Sit Investment Associates Inc | 32,415 | $10.2M | 0.20% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 32,971 | $10.3M | 0.38% | −27,600−45.6% | Reduced |
| Pacer Advisors, Inc. | 34,666 | $10.9M | 0.03% | +34,666 | New |
| Bank of America Corp | 34,858 | $10.9M | 0.00% | −43,811−55.7% | Reduced |
| Cushing Asset Management, LP | 35,000 | $11.0M | 0.63% | +4,000+12.9% | Added |
| Axiom Investors LLC | 35,591 | $11.2M | 0.10% | −44,147−55.4% | Reduced |
| Walleye Capital LLC | 35,774 | $11.2M | 0.06% | +35,774 | New |
| Navellier & Associates Inc | 36,108 | $11.3M | 1.27% | −2,334−6.1% | Reduced |
| SEI Investments Co | 38,332 | $12.0M | 0.01% | −8,006−17.3% | Reduced |
| Jane Street Group, LLC | 38,466 | $12.1M | 0.01% | +31,106+422.6% | Added |
| Legato Capital Management LLC | 39,319 | $12.3M | 1.06% | −21,283−35.1% | Reduced |
| Principal Financial Group Inc | 43,453 | $13.6M | 0.01% | +14,789+51.6% | Added |
| TrimTabs Asset Management, LLC | 47,095 | $14.8M | 1.93% | +1,090+2.4% | Added |
| Victory Capital Management Inc | 49,034 | $15.4M | 0.01% | −80,534−62.2% | Reduced |
| Raymond James Financial Inc | 50,450 | $15.8M | 0.00% | −33,792−40.1% | Reduced |
| Sapient Capital LLC | 51,263 | $16.2M | 0.23% | −1,057−2.0% | Reduced |
| Thames Capital Management LLC | 51,794 | $16.2M | 2.36% | +10,411+25.2% | Added |
| Janus Henderson Group PLC | 52,767 | $16.5M | 0.01% | −9,826−15.7% | Reduced |
| Capital Fund Management S.A. | 54,089 | $16.9M | 0.16% | +11,746+27.7% | Added |
| Aperture Investors, LLC | 54,587 | $17.1M | 2.39% | −45,596−45.5% | Reduced |
| HRT Financial LP | 56,166 | $17.6M | 0.06% | +22,718+67.9% | Added |
| Mariner, LLC | 56,567 | $17.7M | 0.02% | +44,355+363.2% | Added |
| Price T Rowe Associates Inc | 56,655 | $17.8M | 0.00% | +9,926+21.2% | Added |
| Lord, Abbett & Co. LLC | 56,841 | $17.8M | 0.05% | −206,171−78.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 58,943 | $18.5M | 0.90% | +6,591+12.6% | Added |
| Ameriprise Financial Inc | 59,695 | $18.7M | 0.00% | +54,821+1,124.8% | Added |
| Royce & Associates LP | 60,616 | $19.0M | 0.19% | −25,176−29.3% | Reduced |
| Jupiter Asset Management Ltd | 61,450 | $19.3M | 0.15% | −95,305−60.8% | Reduced |
| William Blair Investment Management, LLC | 63,361 | $19.9M | 0.06% | −8,190−11.4% | Reduced |
| Trexquant Investment LP | 69,681 | $21.8M | 0.19% | +37,305+115.2% | Added |
| FMR LLC | 72,650 | $22.8M | 0.00% | +71,156+4,762.8% | Added |