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, Q1 2026
Institutional positions in Argan Inc as of Mar 31, 2026. 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
- 500
- +72 vs. Q4 2025
- Shares held
- 14.9M
- +3.10M (+26.3%) vs. Q4 2025
- Total value
- $7.68B
- +$3.98B (+107.4%) vs. Q4 2025
- New holders
- 138
- 148 more added
- Sold out
- 66
- 169 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,123,299 | $1.16B | 0.02% | +943,718+80.0% | Added |
| First Trust Advisors LP | 791,353 | $431.0M | 0.31% | +192,204+32.1% | Added |
| Renaissance Technologies LLC | 610,899 | $332.7M | 0.52% | +12,300+2.1% | Added |
| Vanguard Capital Management LLC | 587,466 | $320.0M | 0.01% | +587,466 | New |
| State Street Corp | 517,656 | $281.9M | 0.01% | +205,653+65.9% | Added |
| Vanguard Portfolio Management LLC | 517,624 | $281.9M | 0.01% | +517,624 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 464,759 | $253.1M | 2.94% | +25,901+5.9% | Added |
| Geode Capital Management, LLC | 459,303 | $250.2M | 0.02% | +58,924+14.7% | Added |
| American Century Companies Inc | 421,648 | $229.7M | 0.12% | −35,603−7.8% | Reduced |
| Dimensional Fund Advisors LP | 397,962 | $216.7M | 0.05% | +4,954+1.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 393,134 | $214.1M | 1.71% | +393,134 | New |
| UBS Group AG | 324,036 | $176.5M | 0.03% | +171,315+112.2% | Added |
| Bank of New York Mellon Corp | 300,379 | $163.6M | 0.03% | +50,605+20.3% | Added |
| GWM Advisors LLC | 1,077,662 | $152.0M | 0.55% | +1,070,985+16,039.9% | Added |
| Invesco Ltd. | 261,921 | $142.7M | 0.01% | −25,402−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 238,738 | $130.0M | 0.55% | −21,134−8.1% | Reduced |
| TD Asset Management Inc | 207,702 | $113.1M | 0.09% | +12,958+6.7% | Added |
| Epoch Investment Partners, Inc. | 202,478 | $110.3M | 0.67% | +8,670+4.5% | Added |
| Goldman Sachs Group Inc | 175,128 | $95.4M | 0.01% | +70,484+67.4% | Added |
| Morgan Stanley | 159,970 | $87.1M | 0.01% | +19,801+14.1% | Added |
| Northern Trust Corp | 139,825 | $76.2M | 0.01% | +12,497+9.8% | Added |
| Charles Schwab Investment Management Inc | 139,603 | $76.0M | 0.01% | +9,091+7.0% | Added |
| Arrowstreet Capital, Limited Partnership | 130,934 | $71.3M | 0.04% | −89,943−40.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 114,862 | $62.6M | 0.21% | +114,862 | New |
| AltraVue Capital, LLC | 111,802 | $60.9M | 5.24% | −31,140−21.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 108,125 | $58.9M | 0.08% | −64,883−37.5% | Reduced |
| AQR Capital Management LLC | 106,610 | $58.1M | 0.03% | −13,719−11.4% | Reduced |
| Vanguard Fiduciary Trust Co | 95,700 | $52.1M | 0.01% | +95,700 | New |
| Principal Financial Group Inc | 95,480 | $52.0M | 0.03% | +52,027+119.7% | Added |
| Emerald Advisers, LLC | 95,272 | $51.9M | 1.64% | −2,800−2.9% | Reduced |
| Price T Rowe Associates Inc | 91,866 | $50.0M | 0.01% | +35,211+62.1% | Added |
| Allspring Global Investments Holdings, LLC | 86,774 | $49.6M | 0.08% | −31,099−26.4% | Reduced |
| Wells Fargo & Company | 85,767 | $46.7M | 0.01% | −111,088−56.4% | Reduced |
| Jennison Associates LLC | 84,520 | $46.0M | 0.03% | −16,577−16.4% | Reduced |
| Russell Investments Group, Ltd. | 79,130 | $43.1M | 0.05% | −7,052−8.2% | Reduced |
| Lord, Abbett & Co. LLC | 75,989 | $41.4M | 0.14% | +19,148+33.7% | Added |
| Forest Avenue Capital Management LP | 74,456 | $40.6M | 2.56% | −110,933−59.8% | Reduced |
| Citadel Advisors LLC | 68,009 | $37.0M | 0.03% | +42,070+162.2% | Added |
| Kinetic Partners Management, LP | 62,000 | $33.8M | 1.89% | −55,000−47.0% | Reduced |
| Valiant Capital Management, L.P. | 59,243 | $32.3M | 2.54% | −75,030−55.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 58,943 | $32.1M | 1.56% | 00.0% | Unchanged |
| Trexquant Investment LP | 57,471 | $31.3M | 0.23% | −12,210−17.5% | Reduced |
| Mariner, LLC | 56,265 | $30.6M | 0.04% | −302−0.5% | Reduced |
| Deutsche Bank AG | 56,237 | $30.6M | 0.01% | +44,587+382.7% | Added |
| Ranger Investment Management, L.P. | 53,592 | $29.2M | 2.11% | −63,289−54.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 52,070 | $28.4M | 0.28% | +52,070 | New |
| Public Sector Pension Investment Board | 49,600 | $27.0M | 0.08% | +49,600 | New |
| Raymond James Financial Inc | 44,604 | $24.3M | 0.01% | −5,846−11.6% | Reduced |
| Ameriprise Financial Inc | 42,144 | $22.9M | 0.01% | −17,551−29.4% | Reduced |
| Sapient Capital LLC | 41,003 | $22.3M | 0.34% | −10,260−20.0% | Reduced |
| LPL Financial LLC | 39,764 | $21.7M | 0.01% | +8,987+29.2% | Added |
| SEI Investments Co | 38,595 | $21.0M | 0.02% | +263+0.7% | Added |
| William Blair Investment Management, LLC | 38,555 | $21.0M | 0.07% | −24,806−39.2% | Reduced |
| Cushing Asset Management, LP | 38,000 | $20.7M | 1.03% | +3,000+8.6% | Added |
| Rhumbline Advisers | 36,712 | $20.0M | 0.02% | +18,670+103.5% | Added |
| Royce & Associates LP | 36,480 | $19.9M | 0.20% | −24,136−39.8% | Reduced |
| Thames Capital Management LLC | 36,458 | $19.9M | 3.56% | −15,336−29.6% | Reduced |
| JPMorgan Chase & Co | 38,194 | $19.6M | 0.00% | +16,404+75.3% | Added |
| Oberweis Asset Management Inc | 33,322 | $18.1M | 0.54% | +351+1.1% | Added |
| Bank of America Corp | 33,271 | $18.1M | 0.00% | −1,587−4.6% | Reduced |
| Legato Capital Management LLC | 33,117 | $18.0M | 1.64% | −6,202−15.8% | Reduced |
| Legal & General Group Plc | 32,185 | $17.5M | 0.00% | +17,325+116.6% | Added |
| Nuveen, LLC | 31,721 | $17.3M | 0.00% | +1,879+6.3% | Added |
| Susquehanna International Group, LLP | 30,487 | $16.6M | 0.02% | −49,622−61.9% | Reduced |
| Victory Capital Management Inc | 30,450 | $16.6M | 0.01% | −18,584−37.9% | Reduced |
| Navellier & Associates Inc | 29,883 | $16.3M | 1.70% | −6,225−17.2% | Reduced |
| Temasek Holdings (Private) Ltd | 29,436 | $16.0M | 0.05% | +29,436 | New |
| Van Eck Associates Corp | 28,906 | $15.7M | 0.01% | +14,961+107.3% | Added |
| Janus Henderson Group PLC | 28,286 | $15.4M | 0.01% | −24,481−46.4% | Reduced |
| Axiom Investors LLC | 27,965 | $15.2M | 0.17% | −7,626−21.4% | Reduced |
| Swiss National Bank | 27,500 | $15.0M | 0.01% | +300+1.1% | Added |
| New York State Common Retirement Fund | 27,175 | $14.8M | 0.02% | −4,826−15.1% | Reduced |
| Walleye Capital LLC | 26,946 | $14.7M | 0.09% | −8,828−24.7% | Reduced |
| Jump Financial, LLC | 25,837 | $14.1M | 0.21% | +21,566+504.9% | Added |
| UBS Asset Management Americas Inc | 25,605 | $13.9M | 0.00% | +950+3.9% | Added |
| Thornburg Investment Management Inc | 24,848 | $13.5M | 0.14% | +237+1.0% | Added |
| Sit Investment Associates Inc | 24,840 | $13.5M | 0.27% | −7,575−23.4% | Reduced |
| TrimTabs Asset Management, LLC | 24,773 | $13.5M | 3.04% | −22,322−47.4% | Reduced |
| Panagora Asset Management Inc | 24,369 | $13.3M | 0.05% | +30+0.1% | Added |
| Two Sigma Investments, LP | 24,201 | $13.2M | 0.01% | +7,530+45.2% | Added |
| Aperture Investors, LLC | 23,068 | $12.6M | 1.59% | −31,519−57.7% | Reduced |
| Creative Planning | 22,096 | $12.0M | 0.01% | +3,133+16.5% | Added |
| WCM Investment Management, LLC | 23,016 | $11.8M | 0.03% | −203,157−89.8% | Reduced |
| CVFG LLC | 20,151 | $11.0M | 1.36% | +20,151 | New |
| Bearing Point Capital, LLC | 19,805 | $10.8M | 1.69% | −7,215−26.7% | Reduced |
| Mercer Global Advisors Inc | 18,754 | $10.2M | 0.02% | +167+0.9% | Added |
| Hel Ved Capital Management Ltd | 18,167 | $9.89M | 1.71% | −9,350−34.0% | Reduced |
| Polen Capital Management LLC | 17,981 | $9.79M | 0.07% | −6,905−27.7% | Reduced |
| Franklin Resources Inc | 17,439 | $9.50M | 0.00% | −804−4.4% | Reduced |
| Cardinal Capital Management | 17,422 | $9.49M | 1.22% | −9,520−35.3% | Reduced |
| Capital Fund Management S.A. | 16,165 | $8.80M | 0.08% | −37,924−70.1% | Reduced |
| Essex Investment Management Co LLC | 16,098 | $8.77M | 1.39% | −11,530−41.7% | Reduced |
| California State Teachers Retirement System | 16,096 | $8.77M | 0.01% | +2,977+22.7% | Added |
| Alyeska Investment Group, L.P. | 15,595 | $8.49M | 0.02% | +548+3.6% | Added |
| Credit Agricole S A | 15,579 | $8.49M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,532 | $8.46M | 0.01% | +10,613+215.8% | Added |
| Canada Pension Plan Investment Board | 14,700 | $8.01M | 0.01% | +8,400+133.3% | Added |
| D.A. Davidson & Co. | 14,126 | $7.69M | 0.05% | −656−4.4% | Reduced |
| Bridgewater Associates, LP | 13,989 | $7.62M | 0.03% | +13,989 | New |
| Munro Partners | 13,225 | $7.20M | 0.24% | +13,225 | New |