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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 5,276 | $4.21M | 0.05% | +66+1.3% | Added |
| Fifth Third Bancorp | 5,470 | $4.37M | 0.01% | −31−0.6% | Reduced |
| Jefferies Financial Group Inc. | 5,523 | $4.41M | 0.04% | +851+18.2% | Added |
| Baader Bank INC | 5,600 | $4.47M | 0.37% | +570+11.3% | Added |
| Horizon Investments, LLC | 5,614 | $4.48M | 0.05% | +5,614 | New |
| Moody Aldrich Partners LLC | 5,653 | $4.51M | 0.81% | −3,882−40.7% | Reduced |
| Custom Index Systems, LLC | 5,756 | $4.60M | 1.65% | −1,710−22.9% | Reduced |
| Cerity Partners LLC | 5,765 | $4.60M | 0.01% | −3,130−35.2% | Reduced |
| Omers Administration Corp | 5,785 | $4.62M | 0.03% | −560−8.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,814 | $4.64M | 0.01% | +2,463+73.5% | Added |
| State of Tennessee, Treasury Department | 5,860 | $4.68M | 0.01% | +1,770+43.3% | Added |
| Aptus Capital Advisors, LLC | 5,870 | $4.69M | 0.03% | +10+0.2% | Added |
| Castleark Management LLC | 5,960 | $4.76M | 0.13% | +5,960 | New |
| Cadent Capital Advisors, LLC | 5,972 | $4.77M | 0.99% | +555+10.2% | Added |
| Great Lakes Advisors, LLC | 5,980 | $4.78M | 0.04% | −5,246−46.7% | Reduced |
| RBF Capital, LLC | 6,000 | $4.79M | 0.20% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 6,005 | $4.80M | 1.05% | −4,400−42.3% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $4.87M | 0.07% | −100−1.6% | Reduced |
| Lazard Asset Management LLC | 6,143 | $4.91M | 0.01% | +6,143 | New |
| Calamos Advisors LLC | 6,150 | $4.91M | 0.02% | −108−1.7% | Reduced |
| Union Bancaire Privee, UBP SA | 7,930 | $5.08M | 0.08% | +7,930 | New |
| Virginia Retirement Systems Et Al | 6,370 | $5.09M | 0.03% | +6,370 | New |
| HWG Holdings LP | 6,553 | $5.23M | 1.18% | −3,924−37.5% | Reduced |
| BlueCrest Capital Management Ltd | 6,867 | $5.48M | 0.23% | +6,867 | New |
| Vanguard Global Advisers, LLC | 7,121 | $5.69M | 0.00% | −441−5.8% | Reduced |
| UniSuper Management Pty Ltd | 7,203 | $5.75M | 0.03% | +7,203 | New |
| State of Alaska, Department of Revenue | 7,219 | $5.76M | 0.06% | −2,255−23.8% | Reduced |
| Thoroughbred Financial Services, LLC | 7,258 | $5.79M | 0.28% | +40+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 7,278 | $5.81M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,355 | $5.87M | 0.00% | −60,654−89.2% | Reduced |
| Two Sigma Investments, LP | 7,360 | $5.88M | 0.00% | −16,841−69.6% | Reduced |
| Advisory Services Network, LLC | 7,522 | $6.01M | 0.07% | +230+3.2% | Added |
| Manufacturers Life Insurance Company, The | 7,709 | $6.16M | 0.00% | +435+6.0% | Added |
| Norris Financial Group, LLC | 7,966 | $6.36M | 2.53% | −938−10.5% | Reduced |
| D.A. Davidson & Co. | 7,991 | $6.38M | 0.04% | −6,135−43.4% | Reduced |
| MetLife Investment Management | 7,993 | $6.38M | 0.03% | +716+9.8% | Added |
| Illinois Municipal Retirement Fund | 8,302 | $6.63M | 0.07% | +8,302 | New |
| Silvant Capital Management LLC | 8,592 | $6.86M | 0.20% | +8,592 | New |
| Covenant Asset Management, LLC | 8,750 | $6.99M | 1.24% | +32+0.4% | Added |
| New York State Teachers Retirement System | 8,982 | $7.17M | 0.01% | +1,043+13.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,073 | $7.25M | 0.01% | +1,219+15.5% | Added |
| Brown Advisory Inc | 9,090 | $7.26M | 0.01% | +14+0.2% | Added |
| Thrivent Financial for Lutherans | 9,167 | $7.32M | 0.01% | −648−6.6% | Reduced |
| State of Wisconsin Investment Board | 9,256 | $7.39M | 0.01% | +1,033+12.6% | Added |
| Gunderson Capital Management Inc. | 9,353 | $7.47M | 2.02% | +27+0.3% | Added |
| Cetera Investment Advisers | 9,457 | $7.55M | 0.01% | +9,457 | New |
| Elite Wealth Management, Inc. | 9,473 | $7.56M | 2.24% | +9,473 | New |
| Vanguard Asset Management, Ltd | 9,552 | $7.63M | 0.01% | +278+3.0% | Added |
| Kornitzer Capital Management Inc | 9,590 | $7.66M | 0.16% | 00.0% | Unchanged |
| EAM Investors, LLC | 9,619 | $7.68M | 0.68% | −1,650−14.6% | Reduced |
| Snowden Capital Advisors LLC | 9,619 | $7.68M | 0.18% | +3,256+51.2% | Added |
| Thornburg Investment Management Inc | 9,843 | $7.86M | 0.08% | −15,005−60.4% | Reduced |
| Delta Global Management LP | 9,853 | $7.87M | 0.85% | +9,853 | New |
| Commonwealth Equity Services, LLC | 9,990 | $7.98M | 0.01% | −136−1.3% | Reduced |
| Bridgewater Associates, LP | 10,050 | $8.03M | 0.03% | −3,939−28.2% | Reduced |
| NewEdge Wealth, LLC | 10,173 | $8.12M | 0.08% | +1,790+21.4% | Added |
| Polen Capital Management LLC | 10,214 | $8.16M | 0.07% | −7,767−43.2% | Reduced |
| Citigroup Inc | 10,277 | $8.21M | 0.00% | +5,837+131.5% | Added |
| Advisor Group Holdings, Inc. | 10,278 | $8.21M | 0.01% | −2,648−20.5% | Reduced |
| Colony Group, LLC | 10,393 | $8.30M | 0.01% | −91−0.9% | Reduced |
| Nordea Investment Management AB | 10,536 | $8.35M | 0.01% | +551+5.5% | Added |
| Defiance ETFs, LLC | 11,398 | $8.71M | 0.12% | +6,569+136.0% | Added |
| Cardinal Capital Management | 11,042 | $8.82M | 1.07% | −6,380−36.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,464 | $9.15M | 0.74% | +1,242+12.2% | Added |
| Great West Life Assurance Co | 11,548 | $9.23M | 0.01% | −160−1.4% | Reduced |
| Empowered Funds, LLC | 11,884 | $9.49M | 0.05% | +10,614+835.7% | Added |
| Leavell Investment Management, Inc. | 11,930 | $9.53M | 0.35% | −600−4.8% | Reduced |
| Royal Bank of Canada | 11,987 | $9.57M | 0.00% | +9,841+458.6% | Added |
| Los Angeles Capital Management LLC | 12,126 | $9.68M | 0.04% | +10,560+674.3% | Added |
| Alliancebernstein L.P. | 17,966 | $9.79M | 0.00% | +700+4.1% | Added |
| Susquehanna International Group, LLP | 13,793 | $11.0M | 0.01% | −16,694−54.8% | Reduced |
| Nicholas Investment Partners, LP | 14,190 | $11.3M | 0.64% | +2,928+26.0% | Added |
| Temasek Holdings (Private) Ltd | 15,236 | $12.2M | 0.03% | −14,200−48.2% | Reduced |
| Essex Investment Management Co LLC | 15,467 | $12.4M | 1.62% | −631−3.9% | Reduced |
| Credit Agricole S A | 15,579 | $12.4M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,652 | $12.5M | 0.01% | −444−2.8% | Reduced |
| Wellington Management Group LLP | 15,975 | $12.8M | 0.00% | +15,975 | New |
| CVFG LLC | 16,596 | $13.3M | 1.39% | −3,555−17.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,710 | $13.3M | 0.03% | +16,710 | New |
| Mercer Global Advisors Inc | 17,012 | $13.6M | 0.02% | −1,742−9.3% | Reduced |
| Prudential Financial Inc | 17,024 | $13.6M | 0.01% | +1,492+9.6% | Added |
| Algert Global LLC | 17,369 | $13.9M | 0.16% | +9,809+129.7% | Added |
| Bessemer Group Inc | 17,677 | $14.1M | 0.02% | +17,347+5,256.7% | Added |
| Toroso Investments, LLC | 17,921 | $14.3M | 0.03% | +11,205+166.8% | Added |
| Amundi | 18,517 | $14.8M | 0.00% | +16,214+704.0% | Added |
| TrimTabs Asset Management, LLC | 18,518 | $14.8M | 2.72% | −6,255−25.2% | Reduced |
| Axiom Investors LLC | 18,681 | $14.9M | 0.13% | −9,284−33.2% | Reduced |
| Thames Capital Management LLC | 19,514 | $15.6M | 1.28% | −16,944−46.5% | Reduced |
| Bearing Point Capital, LLC | 19,760 | $15.8M | 2.13% | −45−0.2% | Reduced |
| Sit Investment Associates Inc | 20,197 | $16.1M | 0.31% | −4,643−18.7% | Reduced |
| Millennium Management LLC | 21,031 | $16.8M | 0.01% | +8,079+62.4% | Added |
| Oberweis Asset Management Inc | 21,120 | $16.9M | 0.35% | −12,202−36.6% | Reduced |
| SEI Investments Co | 21,151 | $16.9M | 0.01% | −17,444−45.2% | Reduced |
| Neuberger Berman Group LLC | 21,322 | $17.0M | 0.01% | +20,425+2,277.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 21,653 | $17.3M | 0.03% | +18,189+525.1% | Added |
| Van Eck Associates Corp | 22,584 | $18.0M | 0.01% | −6,322−21.9% | Reduced |
| Creative Planning | 24,730 | $19.7M | 0.01% | +2,634+11.9% | Added |
| New York State Common Retirement Fund | 25,522 | $20.4M | 0.03% | −1,653−6.1% | Reduced |
| UBS Asset Management Americas Inc | 25,681 | $20.5M | 0.00% | +76+0.3% | Added |
| Squarepoint Ops LLC | 25,812 | $20.6M | 0.04% | +16,507+177.4% | Added |