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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
Kaizen Financial Strategies3,423$1.07M0.47%−1,172−25.5%Reduced
Ring Mountain Capital, LLC2,762$1.06M0.54%+27+1.0%Added
Universal- Beteiligungs- und Servicegesellschaft mbH3,335$1.05M0.00%−1,761−34.6%Reduced
Prime Capital Investment Advisors, LLC3,325$1.04M0.01%−586−15.0%Reduced
Y-Intercept (Hong Kong) Ltd3,315$1.04M0.02%+3,315New
Carnegie Capital Asset Management, LLC3,294$1.03M0.02%+1,187+56.3%Added
Integrated Quantitative Investments LLC3,293$1.03M0.22%−1,300−28.3%Reduced
US Bancorp3,280$1.03M0.00%+7+0.2%Added
Meritage Portfolio Management3,252$1.02M0.07%−364−10.1%Reduced
Palisades Investment Partners, LLC3,199$1.00M0.38%+379+13.4%Added
Merit Financial Group, LLC3,184$997.5K0.01%+1,117+54.0%Added
KLP Kapitalforvaltning AS3,000$940.0K0.00%+100+3.4%Added
Sierra Summit Advisors LLC2,889$905.2K0.14%−1,057−26.8%Reduced
Ieq Capital, LLC2,828$886.1K0.00%+1,723+155.9%Added
State of Alaska, Department of Revenue2,821$883.0K0.01%+2,078+279.7%Added
Money Concepts Capital Corp2,814$881.8K0.05%+2,814New
Cim, LLC2,804$878.6K0.12%−297−9.6%Reduced
Spire Wealth Management2,744$859.8K0.03%−197−6.7%Reduced
XTX Topco Ltd2,696$844.7K0.02%+1,277+90.0%Added
Bannerstone Capital Management, LLC2,636$826.0K0.79%+2,636New
Pallas Capital Advisors LLC2,564$803.4K0.03%+34+1.3%Added
Quantbot Technologies LP2,533$793.6K0.03%+2,533New
ProShare Advisors LLC2,454$768.9K0.00%+185+8.2%Added
Voya Investment Management LLC2,406$753.8K0.00%00.0%Unchanged
Scientech Research LLC2,330$730.0K0.46%+1,571+207.0%Added
Royal Bank of Canada2,255$706.0K0.00%−11,842−84.0%Reduced
Davenport & Co LLC2,229$698.3K0.00%−240−9.7%Reduced
Envestnet Asset Management Inc2,222$696.1K0.00%−943−29.8%Reduced
Marshall Wace, LLP2,174$681.2K0.00%+2,174New
Afg Fiduciary Services Limited Partnership2,050$668.2K0.40%−515−20.1%Reduced
Quantinno Capital Management LP2,096$656.7K0.00%+472+29.1%Added
Pictet Asset Management Holding SA2,079$651.4K0.00%+144+7.4%Added
Balyasny Asset Management LLC2,047$641.4K0.00%−29,015−93.4%Reduced
Simplex Trading, LLC2,045$640.7K0.02%−1,856−47.6%Reduced
Petra Financial Advisors Inc2,031$636.3K0.37%+2,031New
Public Employees Retirement Association of Colorado2,028$635.0K0.00%00.0%Unchanged
Stifel Financial Corp2,018$632.4K0.00%+826+69.3%Added
Independent Financial Group, LLC2,007$628.8K0.01%+2,007New
Ashton Thomas Private Wealth, LLC1,992$624.1K0.02%+64+3.3%Added
GK Wealth Management LLC1,972$617.7K0.45%−160−7.5%Reduced
Holderness Investments Co1,903$596.2K0.12%+201+11.8%Added
Glenmede Trust Co NA1,902$595.9K0.00%+1,902New
Drucker Wealth 3.0, LLC1,900$595.3K0.10%−688−26.6%Reduced
HighVista Strategies LLC1,896$594.1K0.15%−5,204−73.3%Reduced
Acadian Asset Management LLC1,856$580.0K0.00%−8,435−82.0%Reduced
SBI Okasan Asset Management Co.Ltd.1,800$577.3K0.03%+1,800New
Kings Path Partners LLC1,743$546.1K0.19%+218+14.3%Added
Saturna Capital CORP1,589$497.9K0.01%00.0%Unchanged
Jackson Square Capital, LLC1,551$486.0K0.10%+1,551New
NBC Securities, Inc.1,547$484.7K0.04%−1,624−51.2%Reduced
M&T Bank Corp1,526$478.2K0.00%+1,526New
BCJ Capital Management, LLC1,510$473.1K0.03%−736−32.8%Reduced
Virginia Retirement Systems Et Al1,500$470.0K0.00%00.0%Unchanged
CWM Advisors, LLC1,498$469.4K0.04%−4,287−74.1%Reduced
Aviva PLC1,463$458.4K0.00%−563−27.8%Reduced
Mindset Wealth Management, LLC1,438$450.6K0.12%−163−10.2%Reduced
Captrust Financial Advisors1,415$443.3K0.00%+91+6.9%Added
Gotham Asset Management, LLC1,408$441.2K0.00%−23−1.6%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,385$433.9K0.03%+1,385New
Great West Life Assurance Co1,358$426.0K0.00%−5,126−79.1%Reduced
Inspire Advisors, LLC1,359$425.8K0.04%+175+14.8%Added
Kestra Advisory Services, LLC1,303$408.3K0.00%−662−33.7%Reduced
Evergreen Capital Management LLC1,302$407.9K0.01%+96+8.0%Added
Strategic Advocates LLC1,286$405.7K0.10%−64−4.7%Reduced
MAI Capital Management1,279$400.7K0.00%+1,252+4,637.0%Added
Amundi1,265$396.5K0.00%+1,265New
Gsa Capital Partners LLP1,247$391.0K0.03%−1,244−49.9%Reduced
Contravisory Investment Management, Inc.1,246$390.4K0.08%−160−11.4%Reduced
Spirepoint Private Client, LLC1,231$385.7K0.04%+37+3.1%Added
Flagship Harbor Advisors, LLC1,229$385.1K0.02%−84−6.4%Reduced
Snowden Capital Advisors LLC1,208$378.5K0.01%00.0%Unchanged
Swiss Life Asset Management Ltd1,204$377.2K0.00%+1,204New
Teacher Retirement System of Texas1,188$372.2K0.00%−3,292−73.5%Reduced
Storgate, LLC1,162$364.1K0.30%+1,162New
Farther Finance Advisors, LLC1,156$362.2K0.00%+539+87.4%Added
Comprehensive Financial Planning, Inc.1,153$361.4K0.24%+118+11.4%Added
New York State Teachers Retirement System1,135$356.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC1,119$350.6K0.01%00.0%Unchanged
Chicago Capital, LLC1,119$350.6K0.01%+2+0.2%Added
Ameritas Investment Partners, Inc.1,108$347.2K0.01%00.0%Unchanged
OmniStar Financial Group, Inc.1,106$346.8K0.20%−98−8.1%Reduced
Glenview Trust Co1,100$344.7K0.01%00.0%Unchanged
Private Advisor Group, LLC1,099$344.2K0.00%+1,099New
Fiducient Advisors LLC1,090$341.5K0.04%+1,090New
Fieldview Capital Management, LLC1,089$341.2K0.06%+1,089New
Rockefeller Capital Management L.P.1,085$340.0K0.00%+169+18.4%Added
Krilogy Financial LLC948$335.1K0.01%−3−0.3%Reduced
Xponance, Inc.1,053$329.9K0.00%+18+1.7%Added
City Center Advisors, LLC1,052$329.6K0.30%−300−22.2%Reduced
Quest Partners LLC1,029$322.4K0.02%−29−2.7%Reduced
Crusonia Wealth Advisors LLC1,008$315.8K0.07%+1,008New
Pensionmark Financial Group, LLC1,002$313.9K0.01%+2+0.2%Added
Centurion Wealth Management LLC1,000$313.3K0.07%00.0%Unchanged
Intrua Financial, LLC983$308.0K0.03%−105−9.7%Reduced
Perigon Wealth Management, LLC978$306.4K0.01%−89−8.3%Reduced
Adams Wealth Management966$304.5K0.06%00.0%Unchanged
CacheTech Inc.966$304.5K0.06%00.0%Unchanged
Capstone Investment Advisors, LLC955$299.2K0.00%−208−17.9%Reduced
Arlington Capital Management, Inc.940$294.5K0.18%+10+1.1%Added
Astoria Portfolio Advisors LLC.664$293.1K0.07%+664New