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