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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
Alps Advisors Inc3,810$3.04M0.01%−210−5.2%Reduced
Yousif Capital Management, LLC3,795$3.03M0.03%+7+0.2%Added
Invst, LLC3,778$3.02M0.29%−38−1.0%Reduced
Ieq Capital, LLC3,777$3.02M0.01%−1,487−28.2%Reduced
MML Investors Services, LLC3,750$2.99M0.01%−1,922−33.9%Reduced
Amalgamated Bank3,744$2.99M0.02%−234−5.9%Reduced
D. E. Shaw & Co., Inc.3,710$2.96M0.00%−8,789−70.3%Reduced
Massachusetts Financial Services Co3,658$2.92M0.00%+3,658New
Arizona State Retirement System3,656$2.92M0.01%−161−4.2%Reduced
KLP Kapitalforvaltning AS3,600$2.87M0.01%+500+16.1%Added
Barclays PLC3,566$2.85M0.00%−734−17.1%Reduced
Cambridge Investment Research Advisors, Inc.3,545$2.83M0.01%−416−10.5%Reduced
STRS Ohio3,500$2.79M0.01%00.0%Unchanged
Index Technologies Group LLC3,483$2.78M2.22%+3,483New
Vanguard Investments Australia, Ltd.3,419$2.73M0.01%−86−2.5%Reduced
Bridge City Capital, LLC3,350$2.68M0.61%+3,350New
Teachers Retirement System of the State of Kentucky3,350$2.67M0.02%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,310$2.64M0.01%−121−3.5%Reduced
Caxton Associates LLP3,310$2.64M0.05%+3,310New
Envestnet Asset Management Inc3,268$2.61M0.00%+1,113+51.6%Added
Oregon Public Employees Retirement Fund3,190$2.55M0.03%+18+0.6%Added
Intech Investment Management LLC3,144$2.51M0.02%−431−12.1%Reduced
Vestcor Inc2,998$2.39M0.06%+2,089+229.8%Added
Acadian Asset Management LLC2,953$2.35M0.00%+1,618+121.2%Added
Sowell Financial Services LLC2,892$2.31M0.08%+2,892New
CBOE Vest Financial, LLC2,820$2.25M0.02%+2,820New
Palogic Value Management, L.P.2,800$2.24M0.79%+2,800New
Ring Mountain Capital, LLC2,795$2.23M0.94%+2+0.1%Added
B. Metzler seel. Sohn & Co. AG2,776$2.22M0.02%00.0%Unchanged
VMS Asset Management Limited2,632$2.10M0.67%+2,632New
Prime Capital Investment Advisors, LLC2,559$2.04M0.02%−268−9.5%Reduced
Weiss Asset Management LP2,524$2.02M0.02%+2,524New
Kaizen Financial Strategies2,571$1.97M0.78%−10−0.4%Reduced
CV Advisors LLC2,445$1.95M0.37%+2,445New
Mather Group, LLC.2,395$1.91M0.02%−122−4.8%Reduced
Janney Montgomery Scott LLC2,377$1.90M0.00%+1,387+140.1%Added
Bannerstone Capital Management, LLC2,331$1.86M1.57%−262−10.1%Reduced
Ashton Thomas Private Wealth, LLC2,286$1.83M0.04%−265−10.4%Reduced
Man Group plc2,237$1.79M0.00%−6,973−75.7%Reduced
Independent Advisor Alliance2,204$1.76M0.04%−631−22.3%Reduced
Davenport & Co LLC2,195$1.75M0.01%+117+5.6%Added
Jones Financial Companies LLLP2,244$1.72M0.00%+1,569+232.4%Added
Holderness Investments Co2,137$1.71M0.28%+29+1.4%Added
Petra Financial Advisors Inc2,121$1.69M0.79%+31+1.5%Added
Twin Tree Management, LP2,071$1.65M0.26%+1,068+106.5%Added
Pictet Asset Management Holding SA2,052$1.64M0.00%−208−9.2%Reduced
Strategic Blueprint, LLC2,031$1.62M0.08%+1,619+393.0%Added
Maryland State Retirement & Pension System2,030$1.62M0.03%+5+0.2%Added
Independent Financial Group, LLC2,006$1.60M0.03%+63+3.2%Added
Guggenheim Capital LLC2,001$1.60M0.01%+1,550+343.7%Added
Prakash Investment Advisors LLC1,990$1.59M0.99%+40+2.1%Added
ProShare Advisors LLC1,964$1.57M0.00%−128−6.1%Reduced
HSBC Holdings PLC1,963$1.57M0.00%+1,101+127.7%Added
Spire Wealth Management1,895$1.51M0.05%−827−30.4%Reduced
Rockefeller Capital Management L.P.1,885$1.51M0.00%+76+4.2%Added
Winton Group Ltd1,885$1.51M0.05%−1,252−39.9%Reduced
Pallas Capital Advisors LLC1,881$1.50M0.05%−300−13.8%Reduced
US Bancorp1,875$1.50M0.00%−310−14.2%Reduced
IKE Capital, LLC1,855$1.48M0.78%+1,855New
SG Americas Securities, LLC1,798$1.44M0.00%+506+39.2%Added
Allstate Corp1,777$1.42M0.01%+19+1.1%Added
Universal- Beteiligungs- und Servicegesellschaft mbH1,772$1.42M0.00%−957−35.1%Reduced
Evergreen Capital Management LLC1,712$1.37M0.02%+337+24.5%Added
Gotham Asset Management, LLC1,691$1.35M0.00%+327+24.0%Added
Teacher Retirement System of Texas1,688$1.35M0.00%+107+6.8%Added
M&T Bank Corp1,683$1.34M0.00%+136+8.8%Added
SRS Capital Advisors, Inc.1,652$1.32M0.01%+1,094+196.1%Added
Jackson Creek Investment Advisors LLC2,311$1.32M0.44%−3,353−59.2%Reduced
Oppenheimer & Co Inc1,628$1.30M0.01%−2,123−56.6%Reduced
RE Advisers Corp1,600$1.28M0.03%+1,600New
Sierra Summit Advisors LLC1,600$1.28M0.14%+1,600New
Mutual of America Capital Management LLC1,598$1.28M0.01%+10+0.6%Added
Healthcare of Ontario Pension Plan Trust Fund1,597$1.28M0.00%+1,597New
SBI Okasan Asset Management Co.Ltd.1,600$1.27M0.04%−200−11.1%Reduced
Public Employees Retirement Association of Colorado1,526$1.22M0.00%−502−24.8%Reduced
Darden Wealth Group Inc1,500$1.20M0.47%+50+3.4%Added
Engineers Gate Manager LP1,472$1.18M0.02%+1,472New
MAI Capital Management1,455$1.16M0.00%+169+13.1%Added
O'Shaughnessy Asset Management, LLC1,426$1.14M0.01%+555+63.7%Added
Bank of Montreal1,413$1.13M0.00%+112+8.6%Added
Clear Creek Financial Management, LLC1,405$1.12M0.07%+1,405New
Bokf, NA1,400$1.12M0.02%−180−11.4%Reduced
JustInvest LLC1,388$1.11M0.01%+148+11.9%Added
Valeo Financial Advisors, LLC1,337$1.07M0.02%+802+149.9%Added
Xponance, Inc.1,321$1.05M0.01%+65+5.2%Added
XML Financial, LLC1,320$1.05M0.08%+165+14.3%Added
Jackson Square Capital, LLC1,312$1.05M0.15%−239−15.4%Reduced
Swiss Life Asset Management Ltd1,285$1.03M0.00%+18+1.4%Added
Treasurer of the State of North Carolina1,277$1.02M0.00%+1,277New
Spirepoint Private Client, LLC1,271$1.02M0.08%+48+3.9%Added
Cim, LLC1,269$1.01M0.13%−1,043−45.1%Reduced
CI Private Wealth, LLC1,249$997.4K0.00%+1,249New
Ameritas Investment Partners, Inc.1,248$996.6K0.03%+140+12.6%Added
The PNC Financial Services Group, Inc.1,245$994.2K0.00%+324+35.2%Added
Flagship Harbor Advisors, LLC1,232$983.6K0.04%+1+0.1%Added
Hollencrest Capital Management1,212$967.8K0.06%+1,212New
Wiley Bros.-Aintree Capital, LLC1,297$962.4K0.00%+1,297New
Farther Finance Advisors, LLC1,197$955.9K0.01%−78−6.1%Reduced
Central Trust Co1,192$951.9K0.02%+297+33.2%Added
Glenview Trust Co1,185$946.3K0.01%+85+7.7%Added