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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
IFP Advisors, Inc220$175.7K0.00%+60+37.5%Added
Global Retirement Partners, LLC223$178.1K0.00%+223New
EverSource Wealth Advisors, LLC245$195.6K0.01%−15−5.8%Reduced
Fiduciary Trust Co251$200.5K0.00%+251New
Wedmont Private Capital322$203.0K0.01%+322New
Drive Wealth Management, LLC256$204.2K0.04%+256New
Caerus Investment Advisors, LLC258$206.0K0.07%+258New
Northbridge Financial Group, LLC258$206.0K0.08%+258New
Smartleaf Asset Management LLC262$207.4K0.01%00.0%Unchanged
Oarsman Capital, Inc.263$210.0K0.02%+263New
Poinciana Advisors Group, LLC267$213.2K0.16%+267New
Third View Private Wealth, LLC268$214.0K0.03%+268New
Cypress Point Wealth Management, LLC270$215.6K0.04%+270New
Laird Norton Trust Company, LLC271$216.4K0.00%+271New
Brick & Kyle, Associates400$217.9K0.07%00.0%Unchanged
Two Sigma Securities, LLC273$218.0K0.02%−1,030−79.0%Reduced
Wedbush Securities Inc276$220.0K0.01%+276New
DV Trading LLC281$224.4K0.02%−319−53.2%Reduced
Harmony Asset Management LLC287$229.2K0.06%+287New
Susquehanna Portfolio Strategies, LLC290$231.6K0.00%+290New
Kovack Advisors, Inc.297$236.9K0.01%+297New
Blue Fin Capital, Inc.297$237.2K0.03%+297New
Fedenia Advisers LLC305$243.6K0.06%+305New
Ingalls & Snyder LLC306$244.0K0.01%−84−21.5%Reduced
Peregrine Asset Advisers, Inc.306$244.5K0.05%+306New
GAMMA Investing LLC307$245.2K0.01%+114+59.1%Added
Blackstone Group Inc.312$249.1K0.00%+312New
Greenleaf Trust314$250.7K0.00%+314New
Parallel Advisors, LLC318$253.9K0.00%−10−3.0%Reduced
SeaCrest Wealth Management, LLC320$255.5K0.03%−144−31.0%Reduced
SmartHarvest Portfolios, LLC320$255.5K0.08%+320New
Proficio Capital Partners LLC325$259.5K0.01%+325New
Venture Visionary Partners LLC325$259.5K0.01%+325New
Interchange Capital Partners, LLC325$259.5K0.05%+325New
NorthCrest Asset Manangement, LLC380$261.2K0.01%−2−0.5%Reduced
Symphony Financial, Ltd. Co.329$261.7K0.03%+329New
Liberty Wealth Management LLC482$262.7K0.03%00.0%Unchanged
Donaldson Capital Management, LLC334$266.7K0.01%+334New
Woodmont Investment Counsel LLC336$268.3K0.01%−105−23.8%Reduced
Gateway Wealth Partners, LLC338$269.9K0.02%+338New
Ritholtz Wealth Management342$273.4K0.00%+342New
Signaturefd, LLC344$274.7K0.00%+19+5.8%Added
Oppenheimer Asset Management Inc.345$275.5K0.00%+345New
Ballentine Partners, LLC345$275.5K0.00%+345New
EP Wealth Advisors, LLC347$277.1K0.00%+347New
Capstone Investment Advisors, LLC361$288.3K0.00%−64−15.1%Reduced
Sage Investment Counsel LLC367$293.2K0.29%−36−8.9%Reduced
TCG Advisory Services, LLC377$301.1K0.01%+377New
Azarias Capital Management, L.P.378$301.9K0.13%00.0%Unchanged
Kingsview Wealth Management, LLC391$312.0K0.00%+20+5.4%Added
Ascent Group, LLC392$313.0K0.01%−2−0.5%Reduced
AMG National Trust Bank400$319.4K0.01%00.0%Unchanged
Marex Group plc403$321.8K0.00%+403New
Assetmark, Inc405$323.4K0.00%+60+17.4%Added
Williams Jones Wealth Management, LLC.410$327.4K0.00%00.0%Unchanged
Shelton Capital Management412$329.0K0.01%+412New
Lido Advisors, LLC419$334.6K0.00%+419New
Oxinas Partners Wealth Management LLC420$335.3K0.13%−10−2.3%Reduced
BCS Private Wealth Management, Inc.427$341.0K0.10%00.0%Unchanged
CIBC Asset Management Inc431$344.2K0.00%−322−42.8%Reduced
Bull Harbor Capital LLC434$346.6K0.07%−51−10.5%Reduced
Jag Capital Management, LLC435$347.4K0.03%−508−53.9%Reduced
Schroder Investment Management Group442$349.9K0.00%−154−25.8%Reduced
WSFS Capital Management, LLC443$353.8K0.02%−12−2.6%Reduced
Everence Capital Management Inc444$355.0K0.02%+444New
City Center Advisors, LLC459$366.5K0.30%+459New
Compass Financial Management LLC462$368.0K0.04%+462New
KBC Group NV463$370.0K0.00%00.0%Unchanged
Modern Wealth Management, LLC468$373.7K0.00%−160−25.5%Reduced
WealthTrust Axiom LLC475$379.3K0.08%00.0%Unchanged
CoreCap Advisors, LLC475$379.3K0.01%+475New
Portside Wealth Group, LLC480$383.3K0.04%−71−12.9%Reduced
Nykredit A/S480$383.3K0.00%+480New
Ariadne Wealth Management, LP482$384.9K0.17%−132−21.5%Reduced
Anb Bank485$387.3K0.14%+485New
Bullock Wealth Management Group508$388.4K0.17%+29+6.1%Added
RSM US Wealth Management LLC497$396.9K0.00%+7+1.4%Added
Gilpin Wealth Management, LLC497$396.9K0.27%00.0%Unchanged
VGI Partners Ltd500$399.3K0.02%+500New
Confluence Wealth Services, Inc.500$399.3K0.01%+500New
Grimes & Company, Inc.504$402.4K0.01%00.0%Unchanged
Concentric Capital Strategies, LP512$408.9K0.03%+144+39.1%Added
Empower Advisory Group, LLC514$410.5K0.00%00.0%Unchanged
Castle Rock Wealth Management, LLC537$410.6K0.08%+537New
Hillsdale Investment Management Inc.515$411.3K0.01%+515New
Sequoia Financial Advisors, LLC516$412.1K0.00%+60+13.2%Added
Concurrent Investment Advisors, LLC544$434.2K0.00%+3+0.6%Added
Principal Securities, Inc.550$439.3K0.01%−61−10.0%Reduced
Astoria Portfolio Advisors LLC.558$445.3K0.08%+15+2.8%Added
Keybank National Association563$449.6K0.00%−63−10.1%Reduced
Second Half Financial Partners, LLC565$451.2K0.18%00.0%Unchanged
Florida Financial Advisors, LLC569$454.7K0.08%+2+0.4%Added
NBC Securities, Inc.570$455.2K0.03%−319−35.9%Reduced
Roman Butler Fullerton & Co771$462.5K0.11%+771New
Vontobel Holding Ltd.589$470.3K0.00%−33−5.3%Reduced
USS Investment Management Ltd600$479.1K0.00%+600New
EagleClaw Capital Managment, LLC600$479.1K0.06%−100−14.3%Reduced
Midwest Trust Co611$487.9K0.01%+611New
DnB Asset Management AS624$498.3K0.00%−1,670−72.8%Reduced
Tower Research Capital LLC (TRC)631$503.9K0.01%+119+23.2%Added