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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Argan Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 1,628 | $1.30M | 0.01% | −2,123−56.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,311 | $1.32M | 0.44% | −3,353−59.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,652 | $1.32M | 0.01% | +1,094+196.1% | Added |
| M&T Bank Corp | 1,683 | $1.34M | 0.00% | +136+8.8% | Added |
| Teacher Retirement System of Texas | 1,688 | $1.35M | 0.00% | +107+6.8% | Added |
| Gotham Asset Management, LLC | 1,691 | $1.35M | 0.00% | +327+24.0% | Added |
| Evergreen Capital Management LLC | 1,712 | $1.37M | 0.02% | +337+24.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,772 | $1.42M | 0.00% | −957−35.1% | Reduced |
| Allstate Corp | 1,777 | $1.42M | 0.01% | +19+1.1% | Added |
| SG Americas Securities, LLC | 1,798 | $1.44M | 0.00% | +506+39.2% | Added |
| IKE Capital, LLC | 1,855 | $1.48M | 0.78% | +1,855 | New |
| US Bancorp | 1,875 | $1.50M | 0.00% | −310−14.2% | Reduced |
| Pallas Capital Advisors LLC | 1,881 | $1.50M | 0.05% | −300−13.8% | Reduced |
| Winton Group Ltd | 1,885 | $1.51M | 0.05% | −1,252−39.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,885 | $1.51M | 0.00% | +76+4.2% | Added |
| Spire Wealth Management | 1,895 | $1.51M | 0.05% | −827−30.4% | Reduced |
| HSBC Holdings PLC | 1,963 | $1.57M | 0.00% | +1,101+127.7% | Added |
| ProShare Advisors LLC | 1,964 | $1.57M | 0.00% | −128−6.1% | Reduced |
| Prakash Investment Advisors LLC | 1,990 | $1.59M | 0.99% | +40+2.1% | Added |
| Guggenheim Capital LLC | 2,001 | $1.60M | 0.01% | +1,550+343.7% | Added |
| Independent Financial Group, LLC | 2,006 | $1.60M | 0.03% | +63+3.2% | Added |
| Maryland State Retirement & Pension System | 2,030 | $1.62M | 0.03% | +5+0.2% | Added |
| Strategic Blueprint, LLC | 2,031 | $1.62M | 0.08% | +1,619+393.0% | Added |
| Pictet Asset Management Holding SA | 2,052 | $1.64M | 0.00% | −208−9.2% | Reduced |
| Twin Tree Management, LP | 2,071 | $1.65M | 0.26% | +1,068+106.5% | Added |
| Petra Financial Advisors Inc | 2,121 | $1.69M | 0.79% | +31+1.5% | Added |
| Holderness Investments Co | 2,137 | $1.71M | 0.28% | +29+1.4% | Added |
| Jones Financial Companies LLLP | 2,244 | $1.72M | 0.00% | +1,569+232.4% | Added |
| Davenport & Co LLC | 2,195 | $1.75M | 0.01% | +117+5.6% | Added |
| Independent Advisor Alliance | 2,204 | $1.76M | 0.04% | −631−22.3% | Reduced |
| Man Group plc | 2,237 | $1.79M | 0.00% | −6,973−75.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,286 | $1.83M | 0.04% | −265−10.4% | Reduced |
| Bannerstone Capital Management, LLC | 2,331 | $1.86M | 1.57% | −262−10.1% | Reduced |
| Janney Montgomery Scott LLC | 2,377 | $1.90M | 0.00% | +1,387+140.1% | Added |
| Mather Group, LLC. | 2,395 | $1.91M | 0.02% | −122−4.8% | Reduced |
| CV Advisors LLC | 2,445 | $1.95M | 0.37% | +2,445 | New |
| Kaizen Financial Strategies | 2,571 | $1.97M | 0.78% | −10−0.4% | Reduced |
| Weiss Asset Management LP | 2,524 | $2.02M | 0.02% | +2,524 | New |
| Prime Capital Investment Advisors, LLC | 2,559 | $2.04M | 0.02% | −268−9.5% | Reduced |
| VMS Asset Management Limited | 2,632 | $2.10M | 0.67% | +2,632 | New |
| B. Metzler seel. Sohn & Co. AG | 2,776 | $2.22M | 0.02% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,795 | $2.23M | 0.94% | +2+0.1% | Added |
| Palogic Value Management, L.P. | 2,800 | $2.24M | 0.79% | +2,800 | New |
| CBOE Vest Financial, LLC | 2,820 | $2.25M | 0.02% | +2,820 | New |
| Sowell Financial Services LLC | 2,892 | $2.31M | 0.08% | +2,892 | New |
| Acadian Asset Management LLC | 2,953 | $2.35M | 0.00% | +1,618+121.2% | Added |
| Vestcor Inc | 2,998 | $2.39M | 0.06% | +2,089+229.8% | Added |
| Intech Investment Management LLC | 3,144 | $2.51M | 0.02% | −431−12.1% | Reduced |
| Oregon Public Employees Retirement Fund | 3,190 | $2.55M | 0.03% | +18+0.6% | Added |
| Envestnet Asset Management Inc | 3,268 | $2.61M | 0.00% | +1,113+51.6% | Added |
| Caxton Associates LLP | 3,310 | $2.64M | 0.05% | +3,310 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,310 | $2.64M | 0.01% | −121−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,350 | $2.67M | 0.02% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 3,350 | $2.68M | 0.61% | +3,350 | New |
| Vanguard Investments Australia, Ltd. | 3,419 | $2.73M | 0.01% | −86−2.5% | Reduced |
| Index Technologies Group LLC | 3,483 | $2.78M | 2.22% | +3,483 | New |
| STRS Ohio | 3,500 | $2.79M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,545 | $2.83M | 0.01% | −416−10.5% | Reduced |
| Barclays PLC | 3,566 | $2.85M | 0.00% | −734−17.1% | Reduced |
| KLP Kapitalforvaltning AS | 3,600 | $2.87M | 0.01% | +500+16.1% | Added |
| Arizona State Retirement System | 3,656 | $2.92M | 0.01% | −161−4.2% | Reduced |
| Massachusetts Financial Services Co | 3,658 | $2.92M | 0.00% | +3,658 | New |
| D. E. Shaw & Co., Inc. | 3,710 | $2.96M | 0.00% | −8,789−70.3% | Reduced |
| Amalgamated Bank | 3,744 | $2.99M | 0.02% | −234−5.9% | Reduced |
| MML Investors Services, LLC | 3,750 | $2.99M | 0.01% | −1,922−33.9% | Reduced |
| Ieq Capital, LLC | 3,777 | $3.02M | 0.01% | −1,487−28.2% | Reduced |
| Invst, LLC | 3,778 | $3.02M | 0.29% | −38−1.0% | Reduced |
| Yousif Capital Management, LLC | 3,795 | $3.03M | 0.03% | +7+0.2% | Added |
| Alps Advisors Inc | 3,810 | $3.04M | 0.01% | −210−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,825 | $3.05M | 0.01% | +621+19.4% | Added |
| John G Ullman & Associates Inc | 3,833 | $3.06M | 0.37% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,854 | $3.08M | 0.09% | −1,431−27.1% | Reduced |
| Truist Financial Corp | 3,916 | $3.13M | 0.00% | −182−4.4% | Reduced |
| Brinker Capital Investments, LLC | 3,917 | $3.13M | 0.02% | −295−7.0% | Reduced |
| Captrust Financial Advisors | 3,927 | $3.14M | 0.00% | +33+0.8% | Added |
| HighTower Advisors, LLC | 3,940 | $3.15M | 0.00% | −280−6.6% | Reduced |
| Aventail Capital Group, LP | 4,038 | $3.22M | 0.18% | −2,706−40.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,055 | $3.24M | 0.02% | +433+12.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 4,095 | $3.27M | 0.01% | +4,095 | New |
| Delta Investment Management, LLC | 4,109 | $3.28M | 0.54% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 4,180 | $3.34M | 0.09% | −18−0.4% | Reduced |
| Eddie Patel Inc | 4,190 | $3.35M | 2.00% | −850−16.9% | Reduced |
| State of New Jersey Common Pension Fund D | 4,257 | $3.40M | 0.01% | −947−18.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,265 | $3.41M | 0.03% | +4,265 | New |
| Penserra Capital Management LLC | 4,272 | $3.41M | 0.03% | +4,272 | New |
| Carnegie Capital Asset Management, LLC | 4,281 | $3.42M | 0.07% | +36+0.8% | Added |
| PFG Advisors | 4,400 | $3.51M | 0.18% | −262−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,199 | $3.65M | 0.01% | +609+10.9% | Added |
| Aquatic Capital Management LLC | 4,601 | $3.67M | 0.13% | +4,601 | New |
| Geneva Partners, LLC | 4,603 | $3.68M | 0.98% | +4,603 | New |
| Convergence Investment Partners, LLC | 4,624 | $3.69M | 0.35% | +4,624 | New |
| Wesbanco Bank Inc | 4,697 | $3.75M | 0.09% | −2,334−33.2% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $3.75M | 0.01% | −200−4.1% | Reduced |
| Integrated Quantitative Investments LLC | 4,825 | $3.85M | 0.63% | +4,825 | New |
| Truvestments Capital LLC | 4,982 | $3.98M | 0.59% | −134−2.6% | Reduced |
| Royce & Associates LP | 4,994 | $3.99M | 0.03% | −31,486−86.3% | Reduced |
| Harvest Investment Services, LLC | 5,031 | $4.02M | 0.62% | +5,031 | New |
| Quantinno Capital Management LP | 5,135 | $4.10M | 0.00% | +221+4.5% | Added |
| Kestra Private Wealth Services, LLC | 5,150 | $4.11M | 0.05% | +606+13.3% | Added |
| Steel Peak Wealth Management LLC | 5,209 | $4.16M | 0.11% | −1,507−22.4% | Reduced |