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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 3,505 | $1.91M | 0.01% | +3,505 | New |
| Intech Investment Management LLC | 3,575 | $1.95M | 0.02% | −2,746−43.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,622 | $1.97M | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,751 | $2.04M | 0.02% | +3,751 | New |
| Yousif Capital Management, LLC | 3,788 | $2.06M | 0.02% | +3,788 | New |
| Invst, LLC | 3,816 | $2.08M | 0.24% | −1,281−25.1% | Reduced |
| Arizona State Retirement System | 3,817 | $2.08M | 0.01% | −10−0.3% | Reduced |
| John G Ullman & Associates Inc | 3,833 | $2.09M | 0.28% | −167−4.2% | Reduced |
| Captrust Financial Advisors | 3,894 | $2.12M | 0.00% | +2,479+175.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,961 | $2.16M | 0.01% | +61+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 3,962 | $2.16M | 0.40% | +3,823+2,750.4% | Added |
| Amalgamated Bank | 3,978 | $2.17M | 0.02% | +3,556+842.7% | Added |
| Willis Johnson & Associates, Inc. | 4,000 | $2.18M | 0.13% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,020 | $2.19M | 0.01% | −1,442−26.4% | Reduced |
| State of Tennessee, Treasury Department | 4,090 | $2.23M | 0.01% | +4,090 | New |
| Truist Financial Corp | 4,098 | $2.23M | 0.00% | −8,693−68.0% | Reduced |
| Delta Investment Management, LLC | 4,106 | $2.24M | 0.40% | +6+0.1% | Added |
| Quadrant Capital Group LLC | 4,198 | $2.29M | 0.07% | −71−1.7% | Reduced |
| Brinker Capital Investments, LLC | 4,212 | $2.29M | 0.02% | −448−9.6% | Reduced |
| HighTower Advisors, LLC | 4,220 | $2.30M | 0.00% | −286−6.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,245 | $2.31M | 0.05% | +951+28.9% | Added |
| Barclays PLC | 4,300 | $2.34M | 0.00% | −17,337−80.1% | Reduced |
| Titiun Yejiel | 4,393 | $2.39M | 2.42% | +4,393 | New |
| Citigroup Inc | 4,440 | $2.42M | 0.00% | +805+22.1% | Added |
| Kestra Private Wealth Services, LLC | 4,544 | $2.47M | 0.03% | +431+10.5% | Added |
| PFG Advisors | 4,662 | $2.54M | 0.12% | +221+5.0% | Added |
| Jefferies Financial Group Inc. | 4,672 | $2.54M | 0.03% | −13,119−73.7% | Reduced |
| Defiance ETFs, LLC | 4,829 | $2.63M | 0.04% | +4,829 | New |
| Handelsbanken Fonder AB | 4,900 | $2.67M | 0.01% | +200+4.3% | Added |
| Quantinno Capital Management LP | 4,914 | $2.68M | 0.00% | +2,818+134.4% | Added |
| Baader Bank INC | 5,030 | $2.73M | 0.27% | +30+0.6% | Added |
| Eddie Patel Inc | 5,040 | $2.74M | 2.11% | +726+16.8% | Added |
| Truvestments Capital LLC | 5,116 | $2.79M | 0.50% | −372−6.8% | Reduced |
| State of New Jersey Common Pension Fund D | 5,204 | $2.83M | 0.01% | −1,059−16.9% | Reduced |
| Mission Wealth Management, LP | 5,210 | $2.84M | 0.06% | −300−5.4% | Reduced |
| Ieq Capital, LLC | 5,264 | $2.87M | 0.01% | +2,436+86.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,285 | $2.88M | 0.10% | −266−4.8% | Reduced |
| Cadent Capital Advisors, LLC | 5,417 | $2.95M | 0.78% | +142+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,590 | $3.00M | 0.01% | +750+15.5% | Added |
| Fifth Third Bancorp | 5,501 | $3.00M | 0.01% | +5,501 | New |
| Main Management ETF Advisors, LLC | 5,541 | $3.02M | 0.11% | +5,541 | New |
| Jackson Creek Investment Advisors LLC | 5,664 | $3.08M | 0.91% | −413−6.8% | Reduced |
| MML Investors Services, LLC | 5,672 | $3.09M | 0.01% | +1,617+39.9% | Added |
| Boothbay Fund Management, LLC | 5,824 | $3.17M | 0.07% | +1,017+21.2% | Added |
| Aptus Capital Advisors, LLC | 5,860 | $3.19M | 0.03% | −9,332−61.4% | Reduced |
| RBF Capital, LLC | 6,000 | $3.27M | 0.16% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,200 | $3.38M | 0.06% | +6,200 | New |
| Calamos Advisors LLC | 6,258 | $3.41M | 0.01% | −6,467−50.8% | Reduced |
| Omers Administration Corp | 6,345 | $3.46M | 0.02% | +200+3.3% | Added |
| Snowden Capital Advisors LLC | 6,363 | $3.47M | 0.09% | +5,155+426.7% | Added |
| Toroso Investments, LLC | 6,716 | $3.66M | 0.01% | −419−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 6,716 | $3.66M | 0.11% | −899−11.8% | Reduced |
| Shaker Investments LLC | 6,732 | $3.67M | 1.67% | −9,329−58.1% | Reduced |
| Aventail Capital Group, LP | 6,744 | $3.67M | 0.18% | +1,610+31.4% | Added |
| Wesbanco Bank Inc | 7,031 | $3.83M | 0.11% | −54−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 7,218 | $3.93M | 0.23% | −20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,274 | $3.96M | 0.00% | +648+9.8% | Added |
| MetLife Investment Management | 7,277 | $3.96M | 0.02% | −135−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,278 | $3.96M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,292 | $3.97M | 0.05% | +752+11.5% | Added |
| CWM, LLC | 7,319 | $3.99M | 0.01% | −292−3.8% | Reduced |
| Custom Index Systems, LLC | 7,466 | $4.07M | 1.77% | +585+8.5% | Added |
| Algert Global LLC | 7,560 | $4.12M | 0.06% | +2,370+45.7% | Added |
| Vanguard Global Advisers, LLC | 7,562 | $4.12M | 0.00% | +7,562 | New |
| BNP Paribas Arbitrage, SA | 7,817 | $4.26M | 0.00% | +2,924+59.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,854 | $4.28M | 0.00% | −1,225−13.5% | Reduced |
| New York State Teachers Retirement System | 7,939 | $4.32M | 0.01% | +6,804+599.5% | Added |
| State of Wisconsin Investment Board | 8,223 | $4.48M | 0.01% | −581−6.6% | Reduced |
| ExodusPoint Capital Management, LP | 8,235 | $4.49M | 0.04% | +8,235 | New |
| NewEdge Wealth, LLC | 8,383 | $4.57M | 0.05% | +669+8.7% | Added |
| Richard Bernstein Advisors LLC | 8,425 | $4.59M | 0.13% | +8,425 | New |
| Covenant Asset Management, LLC | 8,718 | $4.75M | 0.97% | −54−0.6% | Reduced |
| Cerity Partners LLC | 8,895 | $4.84M | 0.01% | +244+2.8% | Added |
| Norris Financial Group, LLC | 8,904 | $4.85M | 1.58% | −1,889−17.5% | Reduced |
| Brown Advisory Inc | 9,076 | $4.94M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 9,210 | $5.02M | 0.01% | −10,721−53.8% | Reduced |
| Vanguard Asset Management, Ltd | 9,274 | $5.05M | 0.00% | +9,274 | New |
| Squarepoint Ops LLC | 9,305 | $5.07M | 0.01% | +2,917+45.7% | Added |
| Gunderson Capital Management Inc. | 9,326 | $5.08M | 2.12% | +9,326 | New |
| State of Alaska, Department of Revenue | 9,474 | $5.16M | 0.06% | +6,653+235.8% | Added |
| Moody Aldrich Partners LLC | 9,535 | $5.19M | 0.94% | −2,102−18.1% | Reduced |
| Kornitzer Capital Management Inc | 9,590 | $5.22M | 0.11% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,985 | $5.24M | 0.00% | +9,985 | New |
| Thrivent Financial for Lutherans | 9,815 | $5.34M | 0.01% | +9,815 | New |
| Alliancebernstein L.P. | 17,266 | $5.41M | 0.00% | +3,236+23.1% | Added |
| Commonwealth Equity Services, LLC | 10,126 | $5.51M | 0.01% | −1,041−9.3% | Reduced |
| FMR LLC | 10,176 | $5.54M | 0.00% | −62,474−86.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,222 | $5.57M | 0.54% | +5,022+96.6% | Added |
| Lisanti Capital Growth, LLC | 10,405 | $5.67M | 1.43% | +10,405 | New |
| HWG Holdings LP | 10,477 | $5.71M | 1.51% | +2,549+32.2% | Added |
| Colony Group, LLC | 10,484 | $5.71M | 0.01% | −18,942−64.4% | Reduced |
| Great Lakes Advisors, LLC | 11,226 | $6.11M | 0.05% | −4,058−26.6% | Reduced |
| Nicholas Investment Partners, LP | 11,262 | $6.13M | 0.44% | +11,262 | New |
| EAM Investors, LLC | 11,269 | $6.14M | 0.71% | −2,895−20.4% | Reduced |
| Great West Life Assurance Co | 11,708 | $6.35M | 0.01% | +10,350+762.2% | Added |
| Stratos Wealth Partners, LTD. | 11,872 | $6.47M | 0.07% | −339−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 12,499 | $6.81M | 0.01% | +8,987+255.9% | Added |
| Leavell Investment Management, Inc. | 12,530 | $6.82M | 0.28% | −250−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 12,926 | $7.04M | 0.01% | −3,897−23.2% | Reduced |
| Millennium Management LLC | 12,952 | $7.05M | 0.01% | +4,637+55.8% | Added |