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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
Sapient Capital LLC26,366$21.1M0.28%−14,637−35.7%Reduced
Swiss National Bank26,580$21.2M0.01%−920−3.3%Reduced
Jennison Associates LLC26,779$21.4M0.01%−57,741−68.3%Reduced
WCM Investment Management, LLC27,035$21.4M0.04%+4,019+17.5%Added
BNP Paribas Arbitrage, SA27,865$22.3M0.01%+20,048+256.5%Added
Voya Investment Management LLC29,259$23.4M0.02%+26,375+914.5%Added
Legato Capital Management LLC29,756$23.8M1.97%−3,361−10.1%Reduced
William Blair Investment Management, LLC30,642$24.5M0.07%−7,913−20.5%Reduced
Legal & General Group Plc31,310$25.0M0.01%−875−2.7%Reduced
T. Rowe Price Investment Management, Inc.31,697$25.3M0.02%+31,697New
Rhumbline Advisers32,788$26.2M0.02%−3,924−10.7%Reduced
Nuveen, LLC34,179$27.3M0.01%+2,458+7.7%Added
Victory Capital Management Inc34,910$27.9M0.02%+4,460+14.6%Added
Jupiter Topco LLC35,932$28.7M0.01%+35,932New
Coatue Management LLCSuperinvestorCoatue Management36,101$28.8M0.06%+36,101New
LPL Financial LLC36,562$29.2M0.01%−3,202−8.1%Reduced
Ameriprise Financial Inc36,685$29.3M0.01%−5,459−13.0%Reduced
Navellier & Associates Inc38,247$30.5M2.42%+8,364+28.0%Added
Vaughan Nelson Investment Management, L.P.39,020$31.2M0.28%−13,050−25.1%Reduced
GW&K Investment Management, LLC44,796$35.8M0.28%+44,796New
Cushing Asset Management, LP45,500$36.3M1.63%+7,500+19.7%Added
Ranger Investment Management, L.P.47,889$38.2M2.42%−5,703−10.6%Reduced
Raymond James Financial Inc48,136$38.4M0.01%+3,532+7.9%Added
Bank of America Corp49,204$39.3M0.00%+15,933+47.9%Added
Mariner, LLC53,794$43.0M0.05%−2,471−4.4%Reduced
Public Sector Pension Investment Board55,368$44.2M0.12%+5,768+11.6%Added
Clearbridge Investments, LLC56,531$45.1M0.04%+56,531New
Emerald Mutual Fund Advisers Trust58,115$46.4M1.63%−828−1.4%Reduced
Russell Investments Group, Ltd.59,604$47.6M0.04%−19,526−24.7%Reduced
Franklin Resources Inc63,798$50.9M0.01%+46,359+265.8%Added
Deutsche Bank AG69,921$55.8M0.02%+13,684+24.3%Added
Avala Global LP76,500$61.1M2.25%+76,500New
Allspring Global Investments Holdings, LLC80,214$61.3M0.09%−6,560−7.6%Reduced
AQR Capital Management LLC88,152$70.4M0.02%−18,458−17.3%Reduced
Lord, Abbett & Co. LLC88,578$70.7M0.20%+12,589+16.6%Added
Emerald Advisers, LLC89,296$71.3M1.68%−5,976−6.3%Reduced
JPMorgan Chase & Co90,215$71.9M0.00%+52,021+136.2%Added
AltraVue Capital, LLC90,472$72.2M5.21%−21,330−19.1%Reduced
Sculptor Capital LP95,500$76.3M0.79%+95,500New
Wells Fargo & Company95,901$76.6M0.01%+10,134+11.8%Added
Principal Financial Group Inc98,624$78.8M0.04%+3,144+3.3%Added
Vanguard Fiduciary Trust Co99,246$79.3M0.02%+3,546+3.7%Added
FMR LLC111,906$89.4M0.00%+101,730+999.7%Added
Fuller & Thaler Asset Management, Inc.116,481$93.0M0.25%+1,619+1.4%Added
Mirae Asset Global ETFs Holdings Ltd.116,754$93.2M0.11%+8,629+8.0%Added
Arrowstreet Capital, Limited Partnership123,740$98.8M0.04%−7,194−5.5%Reduced
Charles Schwab Investment Management Inc144,771$115.6M0.02%+5,168+3.7%Added
SurgoCap Partners LP149,983$119.8M3.87%+149,983New
Northern Trust Corp151,510$121.0M0.01%+11,685+8.4%Added
UBS Group AG156,861$125.3M0.02%−167,175−51.6%Reduced
Bank of New York Mellon Corp165,147$131.9M0.02%−135,232−45.0%Reduced
TD Asset Management Inc173,601$138.6M0.12%−34,101−16.4%Reduced
Goldman Sachs Group Inc173,812$138.8M0.01%−1,316−0.8%Reduced
Epoch Investment Partners, Inc.180,661$144.3M0.82%−21,817−10.8%Reduced
Jacobs Levy Equity Management, Inc186,216$148.7M0.53%−52,522−22.0%Reduced
Morgan Stanley214,895$171.6M0.01%+54,925+34.3%Added
Invesco Ltd.273,125$218.1M0.02%+11,204+4.3%Added
GWM Advisors LLC1,499,349$248.1M0.74%+421,687+39.1%Added
Dimensional Fund Advisors LP356,845$285.0M0.05%−41,117−10.3%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital368,673$294.4M1.80%−24,461−6.2%Reduced
Price T Rowe Associates Inc420,104$335.5M0.03%+328,238+357.3%Added
American Century Companies Inc447,983$357.7M0.16%+26,335+6.2%Added
Geode Capital Management, LLC506,133$404.2M0.02%+46,830+10.2%Added
State Street Corp544,200$434.6M0.01%+26,544+5.1%Added
Vanguard Capital Management LLC594,781$475.0M0.01%+7,315+1.2%Added
Renaissance Technologies LLC648,379$517.8M0.71%+37,480+6.1%Added
First Trust Advisors LP754,403$602.4M0.35%−36,950−4.7%Reduced
Vanguard Portfolio Management LLC778,042$621.3M0.03%+260,418+50.3%Added
BlackRock, Inc.2,209,112$1.76B0.03%+85,813+4.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−464,759−100.0%Sold out
Forest Avenue Capital Management LP0$00.00%−74,456−100.0%Sold out
Kinetic Partners Management, LP0$00.00%−62,000−100.0%Sold out
Valiant Capital Management, L.P.0$00.00%−59,243−100.0%Sold out
Trexquant Investment LP0$00.00%−57,471−100.0%Sold out
Jump Financial, LLC0$00.00%−25,837−100.0%Sold out
Panagora Asset Management Inc0$00.00%−24,369−100.0%Sold out
Aperture Investors, LLC0$00.00%−23,068−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−18,167−100.0%Sold out
Capital Fund Management S.A.0$00.00%−16,165−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−15,595−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−14,700−100.0%Sold out
Munro Partners0$00.00%−13,225−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−11,872−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−8,235−100.0%Sold out
Shaker Investments LLC0$00.00%−6,732−100.0%Sold out
Main Management ETF Advisors, LLC0$00.00%−5,541−100.0%Sold out
Titiun Yejiel0$00.00%−4,393−100.0%Sold out
Willis Johnson & Associates, Inc.0$00.00%−4,000−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−3,962−100.0%Sold out
Elevation Advisory Partners LLC0$00.00%−5,265−100.0%Sold out
Entropy Technologies, LP0$00.00%−3,190−100.0%Sold out
Freemont Management S.A.0$00.00%−3,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,760−100.0%Sold out
Havemeyer Place LP0$00.00%−2,386−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−2,367−100.0%Sold out
VARCOV Co.0$00.00%−2,356−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−2,001−100.0%Sold out
HighVista Strategies LLC0$00.00%−1,896−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−7,079−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,579−100.0%Sold out