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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 80,109 | $25.1M | 0.03% | +10,518+15.1% | Added |
| Russell Investments Group, Ltd. | 86,182 | $27.0M | 0.03% | +3,166+3.8% | Added |
| Qube Research & Technologies Ltd | 90,217 | $28.3M | 0.04% | −34,377−27.6% | Reduced |
| Keystone Investors Pte Ltd | 91,197 | $28.6M | 2.57% | +91,197 | New |
| Emerald Advisers, LLC | 98,072 | $30.7M | 0.95% | +11,540+13.3% | Added |
| Jennison Associates LLC | 101,097 | $31.7M | 0.02% | +101,097 | New |
| Goldman Sachs Group Inc | 104,644 | $32.8M | 0.00% | −521−0.5% | Reduced |
| Alkeon Capital Management LLC | 108,845 | $34.1M | 0.15% | −11,155−9.3% | Reduced |
| Ranger Investment Management, L.P. | 116,881 | $36.6M | 2.51% | +12,826+12.3% | Added |
| Kinetic Partners Management, LP | 117,000 | $36.7M | 1.78% | +117,000 | New |
| AQR Capital Management LLC | 120,329 | $37.7M | 0.02% | −2,856−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 117,873 | $38.4M | 0.06% | −63,094−34.9% | Reduced |
| Northern Trust Corp | 127,328 | $39.9M | 0.01% | −2,904−2.2% | Reduced |
| Value Aligned Research Advisors, LLC | 128,858 | $40.4M | 0.83% | −96,892−42.9% | Reduced |
| Charles Schwab Investment Management Inc | 130,512 | $40.9M | 0.01% | −2,059−1.6% | Reduced |
| Valiant Capital Management, L.P. | 134,273 | $42.1M | 3.54% | −120,327−47.3% | Reduced |
| Morgan Stanley | 140,169 | $43.9M | 0.00% | −330−0.2% | Reduced |
| AltraVue Capital, LLC | 142,942 | $44.8M | 3.69% | −104,600−42.3% | Reduced |
| UBS Group AG | 152,721 | $47.9M | 0.01% | +44,837+41.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 173,008 | $54.2M | 0.08% | +3,980+2.4% | Added |
| Forest Avenue Capital Management LP | 185,389 | $58.1M | 3.83% | +37,060+25.0% | Added |
| Epoch Investment Partners, Inc. | 193,808 | $60.7M | 0.35% | +65,509+51.1% | Added |
| TD Asset Management Inc | 194,744 | $61.0M | 0.05% | +62,811+47.6% | Added |
| Wells Fargo & Company | 196,855 | $61.7M | 0.01% | +4,715+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 220,877 | $69.2M | 0.04% | −27,817−11.2% | Reduced |
| WCM Investment Management, LLC | 226,173 | $71.3M | 0.15% | +25,688+12.8% | Added |
| Bank of New York Mellon Corp | 249,774 | $78.3M | 0.01% | +43,873+21.3% | Added |
| Jacobs Levy Equity Management, Inc | 259,872 | $81.4M | 0.31% | +106,757+69.7% | Added |
| Invesco Ltd. | 287,323 | $90.0M | 0.01% | −11,259−3.8% | Reduced |
| State Street Corp | 312,003 | $97.8M | 0.00% | +1,067+0.3% | Added |
| Dimensional Fund Advisors LP | 393,008 | $123.1M | 0.03% | −42,753−9.8% | Reduced |
| Geode Capital Management, LLC | 400,379 | $125.5M | 0.01% | +80,415+25.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 438,858 | $137.5M | 1.48% | +438,858 | New |
| American Century Companies Inc | 457,251 | $143.3M | 0.07% | +19,170+4.4% | Added |
| Renaissance Technologies LLC | 598,599 | $187.6M | 0.29% | −43,480−6.8% | Reduced |
| First Trust Advisors LP | 599,149 | $187.7M | 0.14% | +39,683+7.1% | Added |
| Vanguard Group Inc | 827,482 | $259.3M | 0.00% | +3,068+0.4% | Added |
| BlackRock, Inc. | 1,179,581 | $369.6M | 0.01% | +34,728+3.0% | Added |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −125,534−100.0% | Sold out |
| Goodlander Investment Management, LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −65,964−100.0% | Sold out |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −35,668−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −16,223−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,195−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,369−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,817−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Napa Wealth Management | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Court Place Advisors, LLC | – | – | – | – | Not filed |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |