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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, Q2 2026

Institutional positions in Argan Inc as of Jun 30, 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
569
+77 vs. Q1 2026
Shares held
15.4M
+582.3K (+3.9%) vs. Q1 2026
Total value
$11.4B
+$3.72B (+48.6%) vs. Q1 2026
New holders
141
175 more added
Sold out
64
194 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 569 institutions
Q1 2021: 138 institutionsQ2 2021: 126 institutionsQ3 2021: 117 institutionsQ4 2021: 129 institutionsQ1 2022: 137 institutionsQ2 2022: 116 institutionsQ3 2022: 118 institutionsQ4 2022: 118 institutionsQ1 2023: 124 institutionsQ2 2023: 128 institutionsQ3 2023: 140 institutionsQ4 2023: 149 institutionsQ1 2024: 160 institutionsQ2 2024: 206 institutionsQ3 2024: 245 institutionsQ4 2024: 277 institutionsQ1 2025: 294 institutionsQ2 2025: 357 institutionsQ3 2025: 394 institutionsQ4 2025: 438 institutionsQ1 2026: 500 institutionsQ2 2026: 569 institutions
Value heldQ2 2026: $11.4B
Q1 2021: $726.2MQ2 2021: $634.9MQ3 2021: $578.9MQ4 2021: $509.2MQ1 2022: $505.5MQ2 2022: $439.0MQ3 2022: $365.0MQ4 2022: $409.0MQ1 2023: $440.8MQ2 2023: $417.0MQ3 2023: $473.9MQ4 2023: $494.8MQ1 2024: $530.2MQ2 2024: $818.5MQ3 2024: $1.21BQ4 2024: $1.59BQ1 2025: $1.51BQ2 2025: $2.66BQ3 2025: $3.49BQ4 2025: $3.99BQ1 2026: $7.68BQ2 2026: $11.4B
Institutions holding AGX and their total value by quarter
QuarterHoldersValue
Q2 2026569$11.4B
Q1 2026500$7.68B
Q4 2025438$3.99B
Q3 2025394$3.49B
Q2 2025357$2.66B
Q1 2025294$1.51B
Q4 2024277$1.59B
Q3 2024245$1.21B
Q2 2024206$818.5M
Q1 2024160$530.2M
Q4 2023149$494.8M
Q3 2023140$473.9M
Q2 2023128$417.0M
Q1 2023124$440.8M
Q4 2022118$409.0M
Q3 2022118$365.0M
Q2 2022116$439.0M
Q1 2022137$505.5M
Q4 2021129$509.2M
Q3 2021117$578.9M
Q2 2021126$634.9M
Q1 2021138$726.2M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2026.

Institutions holding AGX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC1$00.00%+1New
Ronald Blue Trust, Inc.1$7990.00%00.0%Unchanged
Abound Wealth Management1$7990.00%00.0%Unchanged
Hughes Financial Services, LLC1$7990.00%00.0%Unchanged
MV Capital Management, Inc.1$7990.00%+1New
Bogart Wealth, LLC1$7990.00%+1New
Davis Capital Management1$7990.00%+1New
Activest Wealth Management1$7990.00%+1New
LRI Investments, LLC1$7990.00%+1New
Noble Wealth Management PBC1$7990.00%+1New
Ankerstar Wealth, LLC2$1.60K0.00%00.0%Unchanged
Harbour Investments, Inc.2$1.60K0.00%+2New
Creative Capital Management Investments LLC2$1.60K0.00%+2New
Marshall Investment Management, LLC2$1.60K0.00%+2New
Investors Portfolio Services LLC3$2.40K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC3$2.40K0.00%+3New
Avion Wealth4$3.00K0.00%−999−99.6%Reduced
Bell Investment Advisors, Inc4$3.19K0.00%00.0%Unchanged
Valued Wealth Advisors LLC4$3.19K0.00%+4New
Morse Asset Management, Inc5$3.99K0.00%00.0%Unchanged
Meeder Asset Management Inc6$4.79K0.00%−617−99.0%Reduced
Farmers & Merchants Investments Inc6$4.79K0.00%00.0%Unchanged
Action Point Financial Planning, LLC6$4.79K0.00%+6New
Cornerstone Planning Group LLC9$5.49K0.00%00.0%Unchanged
Huntington National Bank7$5.59K0.00%−95−93.1%Reduced
City State Bank8$6.39K0.00%+8New
UMA Financial Services, Inc.8$6.39K0.00%+1+14.3%Added
JFS Wealth Advisors, LLC8$6.39K0.00%+4+100.0%Added
CVA Family Office, LLC9$7.19K0.00%+2+28.6%Added
Berkshire Capital Holdings Inc10$7.99K0.00%00.0%Unchanged
Sankala Group LLC16$8.94K0.01%00.0%Unchanged
Picton Mahoney Asset Management12$9.58K0.00%−1−7.7%Reduced
Cassaday & Co Wealth Management LLC13$10.4K0.00%00.0%Unchanged
Accent Capital Management, LLC14$11.2K0.00%−31−68.9%Reduced
Quent Capital, LLC15$12.1K0.00%00.0%Unchanged
Fulcrum Asset Management LLP16$12.7K0.00%+16New
Anchor Investment Management, LLC16$12.8K0.00%+16New
Exchange Traded Concepts, LLC17$13.6K0.00%+17New
LifeSteps Financial, Inc.17$13.6K0.01%+17New
Rialto Wealth Management, LLC18$14.4K0.00%−98−84.5%Reduced
WPG Advisers, LLC19$15.2K0.01%−6−24.0%Reduced
Rakuten Securities, Inc.19$15.2K0.00%+18+1,800.0%Added
Owl Creek Wealth Partners LLC20$16.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB20$16.0K0.00%+5+33.3%Added
Bare Financial Services, Inc22$17.6K0.00%+19+633.3%Added
TD Private Client Wealth LLC24$19.2K0.00%+9+60.0%Added
USA Financial Formulas24$19.2K0.00%+24New
MCF Advisors LLC25$20.0K0.00%00.0%Unchanged
Trust Co of Vermont25$20.0K0.00%+25New
Keating Financial Advisory Services, Inc.27$21.6K0.00%+3+12.5%Added
Brown Brothers Harriman & Co27$21.6K0.00%+27New
Farmers & Merchants Trust Co of Chambersburg PA27$22.0K0.01%00.0%Unchanged
Rothschild Investment LLC30$24.0K0.00%+1+3.4%Added
Basecamp Wealth Advisors LLC31$24.8K0.00%00.0%Unchanged
Fortitude Family Office, LLC36$28.7K0.01%+14+63.6%Added
Covestor Ltd36$29.0K0.02%+14+63.6%Added
Cedar Mountain Advisors, LLC38$30.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC39$31.1K0.00%+28+254.5%Added
AlphaCore Capital LLC41$32.7K0.00%+41New
Vision Retirement, LLC42$33.6K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC43$34.3K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio47$37.5K0.00%−8−14.5%Reduced
Sterling Capital Management LLC48$38.3K0.00%−39−44.8%Reduced
TD Waterhouse Canada Inc.52$39.8K0.00%−28−35.0%Reduced
Mark Sheptoff Financial Planning, LLC50$39.9K0.02%00.0%Unchanged
Founders Capital Management50$39.9K0.02%00.0%Unchanged
Silver Grove Financial Group, Inc.50$40.0K0.02%+50New
Financial Consulate, Inc59$47.1K0.01%+59New
SJS Investment Consulting Inc.61$48.7K0.01%00.0%Unchanged
Umb Bank N A62$49.5K0.00%+16+34.8%Added
Darwin Advisors, LLC62$50.1K0.01%00.0%Unchanged
Stone House Investment Management, LLC63$50.3K0.01%00.0%Unchanged
Plato Investment Management Ltd65$51.6K0.00%+65New
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$51.9K0.01%+65New
Montag A & Associates Inc66$52.7K0.00%−44−40.0%Reduced
Walleye Capital LLC76$60.7K0.00%−26,870−99.7%Reduced
SBI Securities Co., Ltd.76$60.7K0.00%−51−40.2%Reduced
True Wealth Design, LLC83$66.3K0.02%−9−9.8%Reduced
Kemnay Advisory Services Inc.90$71.9K0.01%+19+26.8%Added
Larson Financial Group LLC93$74.3K0.00%−25−21.2%Reduced
University of Texas/Texas Am Investment Managment Co96$76.7K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC96$76.7K0.01%+96New
Versant Capital Management, Inc99$79.1K0.01%−14−12.4%Reduced
Northwestern Mutual Wealth Management Co100$79.9K0.00%−45−31.0%Reduced
AdvisorNet Financial, Inc100$79.9K0.00%00.0%Unchanged
Allworth Financial LP110$87.8K0.00%+3+2.8%Added
Federated Hermes, Inc.113$90.2K0.00%−123−52.1%Reduced
Aster Capital Management (DIFC) Ltd119$95.0K0.02%+119New
Optiver Holding B.V.124$99.0K0.00%+124New
Salomon & Ludwin, LLC131$100.2K0.01%00.0%Unchanged
Parkside Financial Bank & Trust133$106.2K0.01%+126+1,800.0%Added
Strategic Advocates LLC135$107.8K0.42%−27−16.7%Reduced
Essential Partners LLC140$111.8K0.05%−426−75.3%Reduced
Byrne Asset Management LLC155$123.8K0.07%00.0%Unchanged
Hantz Financial Services, Inc.163$130.0K0.00%+29+21.6%Added
Quantbot Technologies LP185$147.7K0.01%+185New
Eurizon Capital SGR S.p.A.198$156.9K0.00%+198New
Eastern Bank205$163.7K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.213$170.1K0.02%+51+31.5%Added