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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 12,126 | $9.68M | 0.04% | +10,560+674.3% | Added |
| Royal Bank of Canada | 11,987 | $9.57M | 0.00% | +9,841+458.6% | Added |
| Leavell Investment Management, Inc. | 11,930 | $9.53M | 0.35% | −600−4.8% | Reduced |
| Empowered Funds, LLC | 11,884 | $9.49M | 0.05% | +10,614+835.7% | Added |
| Great West Life Assurance Co | 11,548 | $9.23M | 0.01% | −160−1.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,464 | $9.15M | 0.74% | +1,242+12.2% | Added |
| Cardinal Capital Management | 11,042 | $8.82M | 1.07% | −6,380−36.6% | Reduced |
| Defiance ETFs, LLC | 11,398 | $8.71M | 0.12% | +6,569+136.0% | Added |
| Nordea Investment Management AB | 10,536 | $8.35M | 0.01% | +551+5.5% | Added |
| Colony Group, LLC | 10,393 | $8.30M | 0.01% | −91−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,278 | $8.21M | 0.01% | −2,648−20.5% | Reduced |
| Citigroup Inc | 10,277 | $8.21M | 0.00% | +5,837+131.5% | Added |
| Polen Capital Management LLC | 10,214 | $8.16M | 0.07% | −7,767−43.2% | Reduced |
| NewEdge Wealth, LLC | 10,173 | $8.12M | 0.08% | +1,790+21.4% | Added |
| Bridgewater Associates, LP | 10,050 | $8.03M | 0.03% | −3,939−28.2% | Reduced |
| Commonwealth Equity Services, LLC | 9,990 | $7.98M | 0.01% | −136−1.3% | Reduced |
| Delta Global Management LP | 9,853 | $7.87M | 0.85% | +9,853 | New |
| Thornburg Investment Management Inc | 9,843 | $7.86M | 0.08% | −15,005−60.4% | Reduced |
| 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 |
| Kornitzer Capital Management Inc | 9,590 | $7.66M | 0.16% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 9,552 | $7.63M | 0.01% | +278+3.0% | Added |
| Elite Wealth Management, Inc. | 9,473 | $7.56M | 2.24% | +9,473 | New |
| Cetera Investment Advisers | 9,457 | $7.55M | 0.01% | +9,457 | New |
| Gunderson Capital Management Inc. | 9,353 | $7.47M | 2.02% | +27+0.3% | Added |
| State of Wisconsin Investment Board | 9,256 | $7.39M | 0.01% | +1,033+12.6% | Added |
| Thrivent Financial for Lutherans | 9,167 | $7.32M | 0.01% | −648−6.6% | Reduced |
| Brown Advisory Inc | 9,090 | $7.26M | 0.01% | +14+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,073 | $7.25M | 0.01% | +1,219+15.5% | Added |
| New York State Teachers Retirement System | 8,982 | $7.17M | 0.01% | +1,043+13.1% | Added |
| Covenant Asset Management, LLC | 8,750 | $6.99M | 1.24% | +32+0.4% | Added |
| Silvant Capital Management LLC | 8,592 | $6.86M | 0.20% | +8,592 | New |
| Illinois Municipal Retirement Fund | 8,302 | $6.63M | 0.07% | +8,302 | New |
| MetLife Investment Management | 7,993 | $6.38M | 0.03% | +716+9.8% | Added |
| D.A. Davidson & Co. | 7,991 | $6.38M | 0.04% | −6,135−43.4% | Reduced |
| Norris Financial Group, LLC | 7,966 | $6.36M | 2.53% | −938−10.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,709 | $6.16M | 0.00% | +435+6.0% | Added |
| Advisory Services Network, LLC | 7,522 | $6.01M | 0.07% | +230+3.2% | Added |
| Two Sigma Investments, LP | 7,360 | $5.88M | 0.00% | −16,841−69.6% | Reduced |
| Citadel Advisors LLC | 7,355 | $5.87M | 0.00% | −60,654−89.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,278 | $5.81M | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,258 | $5.79M | 0.28% | +40+0.6% | Added |
| State of Alaska, Department of Revenue | 7,219 | $5.76M | 0.06% | −2,255−23.8% | Reduced |
| UniSuper Management Pty Ltd | 7,203 | $5.75M | 0.03% | +7,203 | New |
| Vanguard Global Advisers, LLC | 7,121 | $5.69M | 0.00% | −441−5.8% | Reduced |
| BlueCrest Capital Management Ltd | 6,867 | $5.48M | 0.23% | +6,867 | New |
| HWG Holdings LP | 6,553 | $5.23M | 1.18% | −3,924−37.5% | Reduced |
| Virginia Retirement Systems Et Al | 6,370 | $5.09M | 0.03% | +6,370 | New |
| Union Bancaire Privee, UBP SA | 7,930 | $5.08M | 0.08% | +7,930 | New |
| Calamos Advisors LLC | 6,150 | $4.91M | 0.02% | −108−1.7% | Reduced |
| Lazard Asset Management LLC | 6,143 | $4.91M | 0.01% | +6,143 | New |
| Louisiana State Employees Retirement System | 6,100 | $4.87M | 0.07% | −100−1.6% | Reduced |
| Lisanti Capital Growth, LLC | 6,005 | $4.80M | 1.05% | −4,400−42.3% | Reduced |
| RBF Capital, LLC | 6,000 | $4.79M | 0.20% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,980 | $4.78M | 0.04% | −5,246−46.7% | Reduced |
| Cadent Capital Advisors, LLC | 5,972 | $4.77M | 0.99% | +555+10.2% | Added |
| Castleark Management LLC | 5,960 | $4.76M | 0.13% | +5,960 | New |
| Aptus Capital Advisors, LLC | 5,870 | $4.69M | 0.03% | +10+0.2% | Added |
| State of Tennessee, Treasury Department | 5,860 | $4.68M | 0.01% | +1,770+43.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,814 | $4.64M | 0.01% | +2,463+73.5% | Added |
| Omers Administration Corp | 5,785 | $4.62M | 0.03% | −560−8.8% | Reduced |
| Cerity Partners LLC | 5,765 | $4.60M | 0.01% | −3,130−35.2% | Reduced |
| Custom Index Systems, LLC | 5,756 | $4.60M | 1.65% | −1,710−22.9% | Reduced |
| Moody Aldrich Partners LLC | 5,653 | $4.51M | 0.81% | −3,882−40.7% | Reduced |
| Horizon Investments, LLC | 5,614 | $4.48M | 0.05% | +5,614 | New |
| Baader Bank INC | 5,600 | $4.47M | 0.37% | +570+11.3% | Added |
| Jefferies Financial Group Inc. | 5,523 | $4.41M | 0.04% | +851+18.2% | Added |
| Fifth Third Bancorp | 5,470 | $4.37M | 0.01% | −31−0.6% | Reduced |
| Mission Wealth Management, LP | 5,276 | $4.21M | 0.05% | +66+1.3% | Added |
| Steel Peak Wealth Management LLC | 5,209 | $4.16M | 0.11% | −1,507−22.4% | Reduced |
| Kestra Private Wealth Services, LLC | 5,150 | $4.11M | 0.05% | +606+13.3% | Added |
| Quantinno Capital Management LP | 5,135 | $4.10M | 0.00% | +221+4.5% | Added |
| Harvest Investment Services, LLC | 5,031 | $4.02M | 0.62% | +5,031 | New |
| Royce & Associates LP | 4,994 | $3.99M | 0.03% | −31,486−86.3% | Reduced |
| Truvestments Capital LLC | 4,982 | $3.98M | 0.59% | −134−2.6% | Reduced |
| Integrated Quantitative Investments LLC | 4,825 | $3.85M | 0.63% | +4,825 | New |
| Handelsbanken Fonder AB | 4,700 | $3.75M | 0.01% | −200−4.1% | Reduced |
| Wesbanco Bank Inc | 4,697 | $3.75M | 0.09% | −2,334−33.2% | Reduced |
| Convergence Investment Partners, LLC | 4,624 | $3.69M | 0.35% | +4,624 | New |
| Geneva Partners, LLC | 4,603 | $3.68M | 0.98% | +4,603 | New |
| Aquatic Capital Management LLC | 4,601 | $3.67M | 0.13% | +4,601 | New |
| Wealth Enhancement Advisory Services, LLC | 6,199 | $3.65M | 0.01% | +609+10.9% | Added |
| PFG Advisors | 4,400 | $3.51M | 0.18% | −262−5.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,281 | $3.42M | 0.07% | +36+0.8% | Added |
| Penserra Capital Management LLC | 4,272 | $3.41M | 0.03% | +4,272 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,265 | $3.41M | 0.03% | +4,265 | New |
| State of New Jersey Common Pension Fund D | 4,257 | $3.40M | 0.01% | −947−18.2% | Reduced |
| Eddie Patel Inc | 4,190 | $3.35M | 2.00% | −850−16.9% | Reduced |
| Quadrant Capital Group LLC | 4,180 | $3.34M | 0.09% | −18−0.4% | Reduced |
| Delta Investment Management, LLC | 4,109 | $3.28M | 0.54% | +3+0.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 4,095 | $3.27M | 0.01% | +4,095 | New |
| Police & Firemen's Retirement System of New Jersey | 4,055 | $3.24M | 0.02% | +433+12.0% | Added |
| Aventail Capital Group, LP | 4,038 | $3.22M | 0.18% | −2,706−40.1% | Reduced |
| HighTower Advisors, LLC | 3,940 | $3.15M | 0.00% | −280−6.6% | Reduced |
| Captrust Financial Advisors | 3,927 | $3.14M | 0.00% | +33+0.8% | Added |
| Brinker Capital Investments, LLC | 3,917 | $3.13M | 0.02% | −295−7.0% | Reduced |
| Truist Financial Corp | 3,916 | $3.13M | 0.00% | −182−4.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,854 | $3.08M | 0.09% | −1,431−27.1% | Reduced |
| John G Ullman & Associates Inc | 3,833 | $3.06M | 0.37% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,825 | $3.05M | 0.01% | +621+19.4% | Added |