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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
Alyeska Investment Group, L.P.15,047$4.71M0.01%+15,047New
Legal & General Group Plc14,860$4.66M0.00%−731−4.7%Reduced
D.A. Davidson & Co.14,782$4.63M0.03%−5,115−25.7%Reduced
EAM Investors, LLC14,164$4.44M0.49%−6,037−29.9%Reduced
Alliancebernstein L.P.14,030$4.40M0.00%00.0%Unchanged
Van Eck Associates Corp13,945$4.37M0.00%+13,945New
California State Teachers Retirement System13,119$4.11M0.00%+151+1.2%Added
Truist Financial Corp12,791$4.01M0.01%−5,583−30.4%Reduced
Leavell Investment Management, Inc.12,780$4.00M0.17%+275+2.2%Added
Calamos Advisors LLC12,725$3.99M0.02%−14,385−53.1%Reduced
Stratos Wealth Partners, LTD.12,211$3.83M0.04%−128−1.0%Reduced
Deutsche Bank AG11,650$3.65M0.00%+756+6.9%Added
Moody Aldrich Partners LLC11,637$3.65M0.68%−2,332−16.7%Reduced
Commonwealth Equity Services, LLC11,167$3.50M0.00%+657+6.3%Added
Norris Financial Group, LLC10,793$3.38M1.15%+40.0%Added
Cetera Investment Advisers10,673$3.34M0.00%+740+7.4%Added
Rezny Wealth Management, Inc.10,490$3.29M0.66%+9+0.1%Added
B. Metzler seel. Sohn & Co. AG9,998$3.13M0.03%+413+4.3%Added
Kornitzer Capital Management Inc9,590$3.00M0.06%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.9,079$2.84M0.00%+8,943+6,575.7%Added
Brown Advisory Inc9,076$2.84M0.00%00.0%Unchanged
State of Wisconsin Investment Board8,804$2.76M0.01%+5,953+208.8%Added
Covenant Asset Management, LLC8,772$2.75M0.53%+8,772New
Los Angeles Capital Management LLC9,186$2.74M0.01%00.0%Unchanged
Dark Forest Capital Management LP8,667$2.72M0.12%+8,667New
Cerity Partners LLC8,651$2.71M0.00%+817+10.4%Added
Millennium Management LLC8,315$2.61M0.00%−20,003−70.6%Reduced
HWG Holdings LP7,928$2.48M0.60%+7,928New
NewEdge Wealth, LLC7,714$2.42M0.03%+892+13.1%Added
Steel Peak Wealth Management LLC7,615$2.39M0.08%−1,821−19.3%Reduced
CWM, LLC7,611$2.38M0.01%+80+1.1%Added
MetLife Investment Management7,412$2.32M0.01%−291−3.8%Reduced
Two Sigma Advisers, LP7,400$2.32M0.00%+200+2.8%Added
Robeco Institutional Asset Management B.V.7,278$2.28M0.00%−327−4.3%Reduced
Thoroughbred Financial Services, LLC7,220$2.26M0.13%−123−1.7%Reduced
Toroso Investments, LLC7,135$2.24M0.01%+6,384+850.1%Added
Wesbanco Bank Inc7,085$2.22M0.06%−4,100−36.7%Reduced
Custom Index Systems, LLC6,881$2.16M0.95%−5,050−42.3%Reduced
Engineers Gate Manager LP6,702$2.10M0.02%+10+0.1%Added
GWM Advisors LLC6,677$2.09M0.01%+1,338+25.1%Added
Manufacturers Life Insurance Company, The6,626$2.08M0.00%−305−4.4%Reduced
Advisory Services Network, LLC6,540$2.05M0.03%−259−3.8%Reduced
Squarepoint Ops LLC6,388$2.00M0.00%+1,580+32.9%Added
Intech Investment Management LLC6,321$1.98M0.02%00.0%Unchanged
Canada Pension Plan Investment Board6,300$1.97M0.00%−7,600−54.7%Reduced
State of New Jersey Common Pension Fund D6,263$1.96M0.01%−3,481−35.7%Reduced
PFA Pension, Forsikringsaktieselskab6,182$1.95M0.01%+6,182New
BI Asset Management Fondsmaeglerselskab A/S6,182$1.94M0.02%+6,182New
Centiva Capital, LP6,150$1.93M0.12%+6,150New
Omers Administration Corp6,145$1.93M0.01%+6,145New
CastleKnight Management LP6,136$1.92M0.11%−8,800−58.9%Reduced
Jackson Creek Investment Advisors LLC6,077$1.90M0.56%−3,714−37.9%Reduced
Jain Global LLC6,069$1.90M0.02%+6,069New
RBF Capital, LLC6,000$1.88M0.09%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.5,551$1.74M0.06%−2,332−29.6%Reduced
Mission Wealth Management, LP5,510$1.73M0.04%−40−0.7%Reduced
Truvestments Capital LLC5,488$1.72M0.31%+276+5.3%Added
Meeder Asset Management Inc5,463$1.71M0.09%−280−4.9%Reduced
Alps Advisors Inc5,462$1.71M0.01%+3,479+175.4%Added
Cadent Capital Advisors, LLC5,275$1.65M0.44%+5,275New
Linden Thomas Advisory Services, LLC5,200$1.63M0.17%+211+4.2%Added
Algert Global LLC5,190$1.63M0.03%−900−14.8%Reduced
Aventail Capital Group, LP5,134$1.61M0.09%−17,373−77.2%Reduced
Wealth Enhancement Advisory Services, LLC4,840$1.60M0.00%−165−3.3%Reduced
Invst, LLC5,097$1.60M0.17%−64−1.2%Reduced
Baader Bank INC5,000$1.57M0.13%+5,000New
Prudential Financial Inc4,919$1.54M0.00%−7,976−61.9%Reduced
BNP Paribas Arbitrage, SA4,893$1.53M0.00%+1,039+27.0%Added
Boothbay Fund Management, LLC4,807$1.51M0.04%+4,807New
Maxi Investments CY Ltd4,800$1.50M0.27%+4,800New
Handelsbanken Fonder AB4,700$1.47M0.00%+4,700New
Brinker Capital Investments, LLC4,660$1.46M0.01%−247−5.0%Reduced
HighTower Advisors, LLC4,506$1.41M0.00%−230−4.9%Reduced
PFG Advisors4,441$1.39M0.07%−235−5.0%Reduced
Headlands Technologies LLC4,401$1.38M0.12%+4,401New
SG Americas Securities, LLC4,379$1.37M0.00%−3,502−44.4%Reduced
Eddie Patel Inc4,314$1.35M1.01%+4,314New
Jump Financial, LLC4,271$1.34M0.02%+4,271New
Quadrant Capital Group LLC4,269$1.34M0.04%−201−4.5%Reduced
Pinnacle Associates Ltd4,171$1.31M0.02%−787−15.9%Reduced
Kestra Private Wealth Services, LLC4,113$1.29M0.02%+547+15.3%Added
Delta Investment Management, LLC4,100$1.28M0.22%+20.0%Added
MML Investors Services, LLC4,055$1.27M0.00%+1,391+52.2%Added
STRS Ohio4,000$1.25M0.00%−400−9.1%Reduced
John G Ullman & Associates Inc4,000$1.25M0.17%−100−2.4%Reduced
Willis Johnson & Associates, Inc.4,000$1.25M0.08%00.0%Unchanged
Index Technologies Group LLC3,997$1.25M1.31%+3,997New
Cambridge Investment Research Advisors, Inc.3,900$1.22M0.00%−384−9.0%Reduced
Prakash Investment Advisors LLC3,850$1.21M0.92%−1,060−21.6%Reduced
Arizona State Retirement System3,827$1.20M0.01%−209−5.2%Reduced
Verition Fund Management LLC3,798$1.19M0.01%+553+17.0%Added
Entropy Technologies, LP3,790$1.19M0.06%+2,287+152.2%Added
State Board of Administration of Florida Retirement System3,745$1.17M0.00%−295−7.3%Reduced
Citigroup Inc3,635$1.14M0.00%+416+12.9%Added
Police & Firemen's Retirement System of New Jersey3,622$1.13M0.01%−47−1.3%Reduced
Formula Growth Ltd3,540$1.11M0.43%−2,160−37.9%Reduced
D. E. Shaw & Co., Inc.3,512$1.10M0.00%00.0%Unchanged
Polymer Capital Management (US) LLC3,504$1.10M0.14%+2,321+196.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,457$1.08M0.00%−182−5.0%Reduced
Bokf, NA3,455$1.08M0.02%−30−0.9%Reduced