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 |
|---|---|---|---|---|---|
| Munro Partners | 13,225 | $7.20M | 0.24% | +13,225 | New |
| Bridgewater Associates, LP | 13,989 | $7.62M | 0.03% | +13,989 | New |
| D.A. Davidson & Co. | 14,126 | $7.69M | 0.05% | −656−4.4% | Reduced |
| Canada Pension Plan Investment Board | 14,700 | $8.01M | 0.01% | +8,400+133.3% | Added |
| Prudential Financial Inc | 15,532 | $8.46M | 0.01% | +10,613+215.8% | Added |
| Credit Agricole S A | 15,579 | $8.49M | 0.03% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 15,595 | $8.49M | 0.02% | +548+3.6% | Added |
| California State Teachers Retirement System | 16,096 | $8.77M | 0.01% | +2,977+22.7% | Added |
| Essex Investment Management Co LLC | 16,098 | $8.77M | 1.39% | −11,530−41.7% | Reduced |
| Capital Fund Management S.A. | 16,165 | $8.80M | 0.08% | −37,924−70.1% | Reduced |
| Cardinal Capital Management | 17,422 | $9.49M | 1.22% | −9,520−35.3% | Reduced |
| Franklin Resources Inc | 17,439 | $9.50M | 0.00% | −804−4.4% | Reduced |
| Polen Capital Management LLC | 17,981 | $9.79M | 0.07% | −6,905−27.7% | Reduced |
| Hel Ved Capital Management Ltd | 18,167 | $9.89M | 1.71% | −9,350−34.0% | Reduced |
| Mercer Global Advisors Inc | 18,754 | $10.2M | 0.02% | +167+0.9% | Added |
| Bearing Point Capital, LLC | 19,805 | $10.8M | 1.69% | −7,215−26.7% | Reduced |
| CVFG LLC | 20,151 | $11.0M | 1.36% | +20,151 | New |
| WCM Investment Management, LLC | 23,016 | $11.8M | 0.03% | −203,157−89.8% | Reduced |
| Creative Planning | 22,096 | $12.0M | 0.01% | +3,133+16.5% | Added |
| Aperture Investors, LLC | 23,068 | $12.6M | 1.59% | −31,519−57.7% | Reduced |
| Two Sigma Investments, LP | 24,201 | $13.2M | 0.01% | +7,530+45.2% | Added |
| Panagora Asset Management Inc | 24,369 | $13.3M | 0.05% | +30+0.1% | Added |
| TrimTabs Asset Management, LLC | 24,773 | $13.5M | 3.04% | −22,322−47.4% | Reduced |
| Sit Investment Associates Inc | 24,840 | $13.5M | 0.27% | −7,575−23.4% | Reduced |
| Thornburg Investment Management Inc | 24,848 | $13.5M | 0.14% | +237+1.0% | Added |
| UBS Asset Management Americas Inc | 25,605 | $13.9M | 0.00% | +950+3.9% | Added |
| Jump Financial, LLC | 25,837 | $14.1M | 0.21% | +21,566+504.9% | Added |
| Walleye Capital LLC | 26,946 | $14.7M | 0.09% | −8,828−24.7% | Reduced |
| New York State Common Retirement Fund | 27,175 | $14.8M | 0.02% | −4,826−15.1% | Reduced |
| Swiss National Bank | 27,500 | $15.0M | 0.01% | +300+1.1% | Added |
| Axiom Investors LLC | 27,965 | $15.2M | 0.17% | −7,626−21.4% | Reduced |
| Janus Henderson Group PLC | 28,286 | $15.4M | 0.01% | −24,481−46.4% | Reduced |
| Van Eck Associates Corp | 28,906 | $15.7M | 0.01% | +14,961+107.3% | Added |
| Temasek Holdings (Private) Ltd | 29,436 | $16.0M | 0.05% | +29,436 | New |
| Navellier & Associates Inc | 29,883 | $16.3M | 1.70% | −6,225−17.2% | Reduced |
| Victory Capital Management Inc | 30,450 | $16.6M | 0.01% | −18,584−37.9% | Reduced |
| Susquehanna International Group, LLP | 30,487 | $16.6M | 0.02% | −49,622−61.9% | Reduced |
| Nuveen, LLC | 31,721 | $17.3M | 0.00% | +1,879+6.3% | Added |
| Legal & General Group Plc | 32,185 | $17.5M | 0.00% | +17,325+116.6% | Added |
| Legato Capital Management LLC | 33,117 | $18.0M | 1.64% | −6,202−15.8% | Reduced |
| Bank of America Corp | 33,271 | $18.1M | 0.00% | −1,587−4.6% | Reduced |
| Oberweis Asset Management Inc | 33,322 | $18.1M | 0.54% | +351+1.1% | Added |
| JPMorgan Chase & Co | 38,194 | $19.6M | 0.00% | +16,404+75.3% | Added |
| Thames Capital Management LLC | 36,458 | $19.9M | 3.56% | −15,336−29.6% | Reduced |
| Royce & Associates LP | 36,480 | $19.9M | 0.20% | −24,136−39.8% | Reduced |
| Rhumbline Advisers | 36,712 | $20.0M | 0.02% | +18,670+103.5% | Added |
| Cushing Asset Management, LP | 38,000 | $20.7M | 1.03% | +3,000+8.6% | Added |
| William Blair Investment Management, LLC | 38,555 | $21.0M | 0.07% | −24,806−39.2% | Reduced |
| SEI Investments Co | 38,595 | $21.0M | 0.02% | +263+0.7% | Added |
| LPL Financial LLC | 39,764 | $21.7M | 0.01% | +8,987+29.2% | Added |
| Sapient Capital LLC | 41,003 | $22.3M | 0.34% | −10,260−20.0% | Reduced |
| Ameriprise Financial Inc | 42,144 | $22.9M | 0.01% | −17,551−29.4% | Reduced |
| Raymond James Financial Inc | 44,604 | $24.3M | 0.01% | −5,846−11.6% | Reduced |
| Public Sector Pension Investment Board | 49,600 | $27.0M | 0.08% | +49,600 | New |
| Vaughan Nelson Investment Management, L.P. | 52,070 | $28.4M | 0.28% | +52,070 | New |
| Ranger Investment Management, L.P. | 53,592 | $29.2M | 2.11% | −63,289−54.1% | Reduced |
| Deutsche Bank AG | 56,237 | $30.6M | 0.01% | +44,587+382.7% | Added |
| Mariner, LLC | 56,265 | $30.6M | 0.04% | −302−0.5% | Reduced |
| Trexquant Investment LP | 57,471 | $31.3M | 0.23% | −12,210−17.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 58,943 | $32.1M | 1.56% | 00.0% | Unchanged |
| Valiant Capital Management, L.P. | 59,243 | $32.3M | 2.54% | −75,030−55.9% | Reduced |
| Kinetic Partners Management, LP | 62,000 | $33.8M | 1.89% | −55,000−47.0% | Reduced |
| Citadel Advisors LLC | 68,009 | $37.0M | 0.03% | +42,070+162.2% | Added |
| Forest Avenue Capital Management LP | 74,456 | $40.6M | 2.56% | −110,933−59.8% | Reduced |
| Lord, Abbett & Co. LLC | 75,989 | $41.4M | 0.14% | +19,148+33.7% | Added |
| Russell Investments Group, Ltd. | 79,130 | $43.1M | 0.05% | −7,052−8.2% | Reduced |
| Jennison Associates LLC | 84,520 | $46.0M | 0.03% | −16,577−16.4% | Reduced |
| Wells Fargo & Company | 85,767 | $46.7M | 0.01% | −111,088−56.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 86,774 | $49.6M | 0.08% | −31,099−26.4% | Reduced |
| Price T Rowe Associates Inc | 91,866 | $50.0M | 0.01% | +35,211+62.1% | Added |
| Emerald Advisers, LLC | 95,272 | $51.9M | 1.64% | −2,800−2.9% | Reduced |
| Principal Financial Group Inc | 95,480 | $52.0M | 0.03% | +52,027+119.7% | Added |
| Vanguard Fiduciary Trust Co | 95,700 | $52.1M | 0.01% | +95,700 | New |
| AQR Capital Management LLC | 106,610 | $58.1M | 0.03% | −13,719−11.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 108,125 | $58.9M | 0.08% | −64,883−37.5% | Reduced |
| AltraVue Capital, LLC | 111,802 | $60.9M | 5.24% | −31,140−21.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 114,862 | $62.6M | 0.21% | +114,862 | New |
| Arrowstreet Capital, Limited Partnership | 130,934 | $71.3M | 0.04% | −89,943−40.7% | Reduced |
| Charles Schwab Investment Management Inc | 139,603 | $76.0M | 0.01% | +9,091+7.0% | Added |
| Northern Trust Corp | 139,825 | $76.2M | 0.01% | +12,497+9.8% | Added |
| Morgan Stanley | 159,970 | $87.1M | 0.01% | +19,801+14.1% | Added |
| Goldman Sachs Group Inc | 175,128 | $95.4M | 0.01% | +70,484+67.4% | Added |
| Epoch Investment Partners, Inc. | 202,478 | $110.3M | 0.67% | +8,670+4.5% | Added |
| TD Asset Management Inc | 207,702 | $113.1M | 0.09% | +12,958+6.7% | Added |
| Jacobs Levy Equity Management, Inc | 238,738 | $130.0M | 0.55% | −21,134−8.1% | Reduced |
| Invesco Ltd. | 261,921 | $142.7M | 0.01% | −25,402−8.8% | Reduced |
| GWM Advisors LLC | 1,077,662 | $152.0M | 0.55% | +1,070,985+16,039.9% | Added |
| Bank of New York Mellon Corp | 300,379 | $163.6M | 0.03% | +50,605+20.3% | Added |
| UBS Group AG | 324,036 | $176.5M | 0.03% | +171,315+112.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 393,134 | $214.1M | 1.71% | +393,134 | New |
| Dimensional Fund Advisors LP | 397,962 | $216.7M | 0.05% | +4,954+1.3% | Added |
| American Century Companies Inc | 421,648 | $229.7M | 0.12% | −35,603−7.8% | Reduced |
| Geode Capital Management, LLC | 459,303 | $250.2M | 0.02% | +58,924+14.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 464,759 | $253.1M | 2.94% | +25,901+5.9% | Added |
| Vanguard Portfolio Management LLC | 517,624 | $281.9M | 0.01% | +517,624 | New |
| State Street Corp | 517,656 | $281.9M | 0.01% | +205,653+65.9% | Added |
| Vanguard Capital Management LLC | 587,466 | $320.0M | 0.01% | +587,466 | New |
| Renaissance Technologies LLC | 610,899 | $332.7M | 0.52% | +12,300+2.1% | Added |
| First Trust Advisors LP | 791,353 | $431.0M | 0.31% | +192,204+32.1% | Added |
| BlackRock, Inc. | 2,123,299 | $1.16B | 0.02% | +943,718+80.0% | Added |