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