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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
Highland Capital Management, LLC1,150$918.3K0.04%−85−6.9%Reduced
Landscape Capital Management, L.L.C.1,139$909.5K0.06%+1,139New
Merit Financial Group, LLC1,136$907.0K0.01%−2,056−64.4%Reduced
Chicago Capital, LLC1,121$895.4K0.02%+1+0.1%Added
Ostrum Asset Management1,095$874.4K0.04%−475−30.3%Reduced
Perigon Wealth Management, LLC1,092$872.1K0.01%+119+12.2%Added
Mindset Wealth Management, LLC1,077$860.0K0.17%−227−17.4%Reduced
Drucker Wealth 3.0, LLC1,059$845.7K0.13%−225−17.5%Reduced
GeoWealth Management, LLC1,051$839.3K0.03%−752−41.7%Reduced
Intrua Financial, LLC1,043$832.9K0.08%+134+14.7%Added
Crusonia Wealth Advisors LLC1,015$810.5K0.13%+4+0.4%Added
Globeflex Capital L P1,009$805.7K0.10%+1,009New
Centurion Wealth Management LLC1,000$798.5K0.19%00.0%Unchanged
Federation des caisses Desjardins du Quebec995$794.6K0.00%+889+838.7%Added
Private Trust Co NA942$752.2K0.06%+3+0.3%Added
Pinnacle Associates Ltd915$730.7K0.01%−1,055−53.6%Reduced
Crossmark Global Holdings, Inc.905$722.7K0.01%−65−6.7%Reduced
Kassira Wealth Management LLC897$716.4K0.58%−2−0.2%Reduced
DekaBank Deutsche Girozentrale1,358$714.0K0.00%00.0%Unchanged
Ethic Inc.863$689.1K0.01%+114+15.2%Added
CWM Advisors, LLC861$687.6K0.03%−94−9.8%Reduced
West Tower Group, LLC850$678.8K1.91%+850New
Private Advisor Group, LLC830$662.6K0.00%+830New
Divisadero Street Capital Management, LP828$661.2K0.02%+828New
MWA Asset Management828$661.2K0.30%+828New
Veracity Capital LLC826$659.6K0.18%+826New
Vident Advisory, LLC815$650.8K0.00%−193−19.1%Reduced
Commerce Bank815$650.8K0.00%+815New
Savant Capital, LLC816$645.8K0.00%−30−3.5%Reduced
BIP Wealth, LLC805$642.9K0.02%+40+5.2%Added
Arlington Capital Management, Inc.795$634.8K0.39%+795New
Pacer Advisors, Inc.794$634.0K0.00%−706−47.1%Reduced
Nisa Investment Advisors, LLC790$630.9K0.00%+23+3.0%Added
Polymer Capital Management (US) LLC785$626.9K0.09%−287−26.8%Reduced
Mitsubishi UFJ Trust & Banking Corp781$623.7K0.00%+781New
Profund Advisors LLC780$622.9K0.02%+197+33.8%Added
Boothbay Fund Management, LLC775$618.9K0.01%−5,049−86.7%Reduced
CIBC Bancorp USA Inc.774$618.1K0.00%+86+12.5%Added
OP Asset Management Ltd767$612.5K0.01%+559+268.8%Added
Fulton Bank, N.A.762$608.5K0.02%00.0%Unchanged
Park Avenue Securities LLC760$607.0K0.00%+121+18.9%Added
Kestra Advisory Services, LLC757$604.2K0.00%−78−9.3%Reduced
Contravisory Investment Management, Inc.753$601.3K0.11%−433−36.5%Reduced
Stifel Financial Corp747$597.0K0.00%−599−44.5%Reduced
HM Payson & Co730$582.9K0.01%+35+5.0%Added
Brighton Jones LLC725$579.1K0.01%+49+7.2%Added
Abel Hall, LLC725$578.9K0.10%+22+3.1%Added
Saturna Capital CORP723$577.4K0.01%−452−38.5%Reduced
Krilogy Financial LLC720$575.0K0.02%−162−18.4%Reduced
Kings Path Partners LLC713$569.4K0.15%−109−13.3%Reduced
Eventide Asset Management, LLC712$563.6K0.01%−110−13.4%Reduced
Ensign Peak Advisors, Inc700$559.0K0.00%−1,410−66.8%Reduced
International Assets Investment Management, LLC726$555.1K0.03%−49−6.3%Reduced
Quantum Private Wealth, LLC688$549.4K0.14%+40+6.2%Added
Pensionmark Financial Group, LLC1,001$545.4K0.01%00.0%Unchanged
Gladstone Institutional Advisory LLC675$539.0K0.02%00.0%Unchanged
Centiva Capital, LP670$535.0K0.02%−1,202−64.2%Reduced
Yorktown Management & Research Co Inc670$535.0K0.33%00.0%Unchanged
Pathstone Holdings, LLC661$527.8K0.00%+661New
Integrated Wealth Concepts LLC657$524.6K0.00%−116−15.0%Reduced
Aviva PLC653$521.5K0.00%−347−34.7%Reduced
Balboa Wealth Partners653$521.1K0.07%−29−4.3%Reduced
4J Wealth Management LLC648$517.5K0.25%−22−3.3%Reduced
James Investment Research Inc641$511.9K0.05%00.0%Unchanged
Fifth Third Wealth Advisors LLC639$510.1K0.01%+19+3.1%Added
Diversified Trust Co637$508.7K0.01%+8+1.3%Added
Valmark Advisers, Inc.634$506.3K0.01%00.0%Unchanged
Inspire Advisors, LLC635$506.0K0.04%+187+41.7%Added
Westover Capital Advisors, LLC632$504.7K0.08%−138−17.9%Reduced
Tower Research Capital LLC (TRC)631$503.9K0.01%+119+23.2%Added
DnB Asset Management AS624$498.3K0.00%−1,670−72.8%Reduced
Midwest Trust Co611$487.9K0.01%+611New
EagleClaw Capital Managment, LLC600$479.1K0.06%−100−14.3%Reduced
USS Investment Management Ltd600$479.1K0.00%+600New
Vontobel Holding Ltd.589$470.3K0.00%−33−5.3%Reduced
Roman Butler Fullerton & Co771$462.5K0.11%+771New
NBC Securities, Inc.570$455.2K0.03%−319−35.9%Reduced
Florida Financial Advisors, LLC569$454.7K0.08%+2+0.4%Added
Second Half Financial Partners, LLC565$451.2K0.18%00.0%Unchanged
Keybank National Association563$449.6K0.00%−63−10.1%Reduced
Astoria Portfolio Advisors LLC.558$445.3K0.08%+15+2.8%Added
Principal Securities, Inc.550$439.3K0.01%−61−10.0%Reduced
Concurrent Investment Advisors, LLC544$434.2K0.00%+3+0.6%Added
Sequoia Financial Advisors, LLC516$412.1K0.00%+60+13.2%Added
Hillsdale Investment Management Inc.515$411.3K0.01%+515New
Castle Rock Wealth Management, LLC537$410.6K0.08%+537New
Empower Advisory Group, LLC514$410.5K0.00%00.0%Unchanged
Concentric Capital Strategies, LP512$408.9K0.03%+144+39.1%Added
Grimes & Company, Inc.504$402.4K0.01%00.0%Unchanged
VGI Partners Ltd500$399.3K0.02%+500New
Confluence Wealth Services, Inc.500$399.3K0.01%+500New
Gilpin Wealth Management, LLC497$396.9K0.27%00.0%Unchanged
RSM US Wealth Management LLC497$396.9K0.00%+7+1.4%Added
Bullock Wealth Management Group508$388.4K0.17%+29+6.1%Added
Anb Bank485$387.3K0.14%+485New
Ariadne Wealth Management, LP482$384.9K0.17%−132−21.5%Reduced
Portside Wealth Group, LLC480$383.3K0.04%−71−12.9%Reduced
Nykredit A/S480$383.3K0.00%+480New
WealthTrust Axiom LLC475$379.3K0.08%00.0%Unchanged
CoreCap Advisors, LLC475$379.3K0.01%+475New