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 |
|---|---|---|---|---|---|
| Fieldview Capital Management, LLC | 996 | $542.5K | 0.16% | −93−8.5% | Reduced |
| Aviva PLC | 1,000 | $544.6K | 0.00% | −463−31.6% | Reduced |
| Centurion Wealth Management LLC | 1,000 | $544.6K | 0.12% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,001 | $545.2K | 0.01% | −1−0.1% | Reduced |
| Twin Tree Management, LP | 1,003 | $546.3K | 0.11% | +1,003 | New |
| Vident Advisory, LLC | 1,008 | $549.0K | 0.00% | +1,008 | New |
| Crusonia Wealth Advisors LLC | 1,011 | $550.6K | 0.11% | +3+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,019 | $554.9K | 0.03% | +215+26.7% | Added |
| Headlands Technologies LLC | 1,059 | $576.8K | 0.07% | −3,342−75.9% | Reduced |
| Polymer Capital Management (US) LLC | 1,072 | $583.9K | 0.09% | −2,432−69.4% | Reduced |
| Glenview Trust Co | 1,100 | $599.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,108 | $603.5K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,120 | $610.2K | 0.02% | +1+0.1% | Added |
| XML Financial, LLC | 1,155 | $629.1K | 0.05% | +480+71.1% | Added |
| Saturna Capital CORP | 1,175 | $640.0K | 0.01% | −414−26.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,186 | $646.0K | 0.13% | −60−4.8% | Reduced |
| Spirepoint Private Client, LLC | 1,223 | $666.2K | 0.06% | −8−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,231 | $670.3K | 0.03% | +2+0.2% | Added |
| Highland Capital Management, LLC | 1,235 | $672.6K | 0.04% | +416+50.8% | Added |
| JustInvest LLC | 1,240 | $675.4K | 0.01% | +478+62.7% | Added |
| Xponance, Inc. | 1,256 | $684.1K | 0.00% | +203+19.3% | Added |
| Swiss Life Asset Management Ltd | 1,267 | $690.1K | 0.00% | +63+5.2% | Added |
| Empowered Funds, LLC | 1,270 | $691.7K | 0.00% | +1,270 | New |
| Drucker Wealth 3.0, LLC | 1,284 | $699.3K | 0.12% | −616−32.4% | Reduced |
| MAI Capital Management | 1,286 | $700.4K | 0.00% | +7+0.5% | Added |
| SG Americas Securities, LLC | 1,292 | $704.0K | 0.00% | −3,087−70.5% | Reduced |
| Bank of Montreal | 1,301 | $708.6K | 0.00% | +1,301 | New |
| Two Sigma Securities, LLC | 1,303 | $709.7K | 0.08% | +1,303 | New |
| Mindset Wealth Management, LLC | 1,304 | $710.2K | 0.19% | −134−9.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,258 | $720.0K | 0.42% | −792−38.6% | Reduced |
| Acadian Asset Management LLC | 1,335 | $726.0K | 0.00% | −521−28.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,358 | $728.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,275 | $728.5K | 0.01% | +119+10.3% | Added |
| Stifel Financial Corp | 1,346 | $733.4K | 0.00% | −672−33.3% | Reduced |
| Gotham Asset Management, LLC | 1,364 | $742.9K | 0.00% | −44−3.1% | Reduced |
| Evergreen Capital Management LLC | 1,375 | $748.9K | 0.02% | +73+5.6% | Added |
| Darden Wealth Group Inc | 1,450 | $789.7K | 0.40% | +1,450 | New |
| Pacer Advisors, Inc. | 1,500 | $817.0K | 0.00% | −33,166−95.7% | Reduced |
| M&T Bank Corp | 1,547 | $842.5K | 0.00% | +21+1.4% | Added |
| Jackson Square Capital, LLC | 1,551 | $844.8K | 0.18% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,566 | $852.9K | 0.00% | −7,620−83.0% | Reduced |
| Ostrum Asset Management | 1,570 | $855.1K | 0.05% | +1,570 | New |
| Wealthspire Advisors, LLC | 1,579 | $860.0K | 0.01% | +1,579 | New |
| Bokf, NA | 1,580 | $860.5K | 0.01% | −1,875−54.3% | Reduced |
| Teacher Retirement System of Texas | 1,581 | $861.1K | 0.00% | +393+33.1% | Added |
| Mutual of America Capital Management LLC | 1,588 | $864.9K | 0.01% | +1,588 | New |
| SBI Okasan Asset Management Co.Ltd. | 1,800 | $925.2K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 1,758 | $957.5K | 0.01% | +1,758 | New |
| GeoWealth Management, LLC | 1,803 | $982.0K | 0.04% | +1,803 | New |
| Rockefeller Capital Management L.P. | 1,809 | $985.3K | 0.00% | +724+66.7% | Added |
| Altshuler Shaham Ltd | 7,079 | $1.01M | 0.02% | +7,079 | New |
| Centiva Capital, LP | 1,872 | $1.02M | 0.05% | −4,278−69.6% | Reduced |
| HighVista Strategies LLC | 1,896 | $1.03M | 0.29% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,943 | $1.06M | 0.02% | −64−3.2% | Reduced |
| Prakash Investment Advisors LLC | 1,950 | $1.06M | 0.90% | −1,900−49.4% | Reduced |
| Pinnacle Associates Ltd | 1,970 | $1.07M | 0.01% | −2,201−52.8% | Reduced |
| Autumn Glory Partners, LLC | 2,001 | $1.09M | 0.40% | +2,001 | New |
| Maryland State Retirement & Pension System | 2,025 | $1.10M | 0.02% | +2,025 | New |
| Public Employees Retirement Association of Colorado | 2,028 | $1.10M | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,078 | $1.13M | 0.01% | −151−6.8% | Reduced |
| Petra Financial Advisors Inc | 2,090 | $1.14M | 0.70% | +59+2.9% | Added |
| ProShare Advisors LLC | 2,092 | $1.14M | 0.00% | −362−14.8% | Reduced |
| Holderness Investments Co | 2,108 | $1.15M | 0.23% | +205+10.8% | Added |
| Ensign Peak Advisors, Inc | 2,110 | $1.15M | 0.00% | +2,110 | New |
| Royal Bank of Canada | 2,146 | $1.17M | 0.00% | −109−4.8% | Reduced |
| Envestnet Asset Management Inc | 2,155 | $1.17M | 0.00% | −67−3.0% | Reduced |
| Pallas Capital Advisors LLC | 2,181 | $1.19M | 0.04% | −383−14.9% | Reduced |
| US Bancorp | 2,185 | $1.19M | 0.00% | −1,095−33.4% | Reduced |
| Pictet Asset Management Holding SA | 2,260 | $1.23M | 0.00% | +181+8.7% | Added |
| DnB Asset Management AS | 2,294 | $1.25M | 0.00% | +2,294 | New |
| Amundi | 2,303 | $1.25M | 0.00% | +1,038+82.1% | Added |
| Cim, LLC | 2,312 | $1.26M | 0.18% | −492−17.5% | Reduced |
| VARCOV Co. | 2,356 | $1.28M | 0.48% | +2,356 | New |
| Qube Research & Technologies Ltd | 2,367 | $1.29M | 0.00% | −87,850−97.4% | Reduced |
| Havemeyer Place LP | 2,386 | $1.30M | 0.15% | +2,230+1,429.5% | Added |
| Mather Group, LLC. | 2,517 | $1.37M | 0.01% | +2,517 | New |
| Ashton Thomas Private Wealth, LLC | 2,551 | $1.39M | 0.03% | +559+28.1% | Added |
| Bannerstone Capital Management, LLC | 2,593 | $1.41M | 1.47% | −43−1.6% | Reduced |
| Spire Wealth Management | 2,722 | $1.48M | 0.05% | −22−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,729 | $1.49M | 0.00% | −606−18.2% | Reduced |
| Gsa Capital Partners LLP | 2,760 | $1.50M | 0.09% | +1,513+121.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,776 | $1.51M | 0.01% | −7,222−72.2% | Reduced |
| Ring Mountain Capital, LLC | 2,793 | $1.52M | 0.83% | +31+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,827 | $1.54M | 0.02% | −498−15.0% | Reduced |
| Independent Advisor Alliance | 2,835 | $1.54M | 0.02% | −18,573−86.8% | Reduced |
| Kaizen Financial Strategies | 2,581 | $1.55M | 0.66% | −842−24.6% | Reduced |
| Voya Investment Management LLC | 2,884 | $1.57M | 0.00% | +478+19.9% | Added |
| Freemont Management S.A. | 3,000 | $1.63M | 0.31% | +3,000 | New |
| KLP Kapitalforvaltning AS | 3,100 | $1.69M | 0.01% | +100+3.3% | Added |
| Winton Group Ltd | 3,137 | $1.71M | 0.06% | +3,137 | New |
| Oregon Public Employees Retirement Fund | 3,172 | $1.73M | 0.02% | +3,172 | New |
| Entropy Technologies, LP | 3,190 | $1.74M | 0.08% | −600−15.8% | Reduced |
| Merit Financial Group, LLC | 3,192 | $1.74M | 0.01% | +8+0.3% | Added |
| State Board of Administration of Florida Retirement System | 3,204 | $1.75M | 0.00% | −541−14.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,350 | $1.82M | 0.01% | +3,350 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,351 | $1.83M | 0.00% | −106−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,431 | $1.87M | 0.01% | +3,431 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,464 | $1.89M | 0.00% | +3,464 | New |
| STRS Ohio | 3,500 | $1.91M | 0.01% | −500−12.5% | Reduced |
| Elevation Advisory Partners LLC | 5,265 | $1.91M | 1.78% | +5,265 | New |