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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
Financial Consulate, Inc59$47.1K0.01%+59New
Silver Grove Financial Group, Inc.50$40.0K0.02%+50New
Mark Sheptoff Financial Planning, LLC50$39.9K0.02%00.0%Unchanged
Founders Capital Management50$39.9K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.52$39.8K0.00%−28−35.0%Reduced
Sterling Capital Management LLC48$38.3K0.00%−39−44.8%Reduced
Public Employees Retirement System of Ohio47$37.5K0.00%−8−14.5%Reduced
Blue Bell Private Wealth Management, LLC43$34.3K0.00%00.0%Unchanged
Vision Retirement, LLC42$33.6K0.01%00.0%Unchanged
AlphaCore Capital LLC41$32.7K0.00%+41New
Steward Partners Investment Advisory, LLC39$31.1K0.00%+28+254.5%Added
Cedar Mountain Advisors, LLC38$30.3K0.01%00.0%Unchanged
Covestor Ltd36$29.0K0.02%+14+63.6%Added
Fortitude Family Office, LLC36$28.7K0.01%+14+63.6%Added
Basecamp Wealth Advisors LLC31$24.8K0.00%00.0%Unchanged
Rothschild Investment LLC30$24.0K0.00%+1+3.4%Added
Farmers & Merchants Trust Co of Chambersburg PA27$22.0K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.27$21.6K0.00%+3+12.5%Added
Brown Brothers Harriman & Co27$21.6K0.00%+27New
MCF Advisors LLC25$20.0K0.00%00.0%Unchanged
Trust Co of Vermont25$20.0K0.00%+25New
TD Private Client Wealth LLC24$19.2K0.00%+9+60.0%Added
USA Financial Formulas24$19.2K0.00%+24New
Bare Financial Services, Inc22$17.6K0.00%+19+633.3%Added
Owl Creek Wealth Partners LLC20$16.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB20$16.0K0.00%+5+33.3%Added
WPG Advisers, LLC19$15.2K0.01%−6−24.0%Reduced
Rakuten Securities, Inc.19$15.2K0.00%+18+1,800.0%Added
Rialto Wealth Management, LLC18$14.4K0.00%−98−84.5%Reduced
Exchange Traded Concepts, LLC17$13.6K0.00%+17New
LifeSteps Financial, Inc.17$13.6K0.01%+17New
Anchor Investment Management, LLC16$12.8K0.00%+16New
Fulcrum Asset Management LLP16$12.7K0.00%+16New
Quent Capital, LLC15$12.1K0.00%00.0%Unchanged
Accent Capital Management, LLC14$11.2K0.00%−31−68.9%Reduced
Cassaday & Co Wealth Management LLC13$10.4K0.00%00.0%Unchanged
Picton Mahoney Asset Management12$9.58K0.00%−1−7.7%Reduced
Sankala Group LLC16$8.94K0.01%00.0%Unchanged
Berkshire Capital Holdings Inc10$7.99K0.00%00.0%Unchanged
CVA Family Office, LLC9$7.19K0.00%+2+28.6%Added
UMA Financial Services, Inc.8$6.39K0.00%+1+14.3%Added
JFS Wealth Advisors, LLC8$6.39K0.00%+4+100.0%Added
City State Bank8$6.39K0.00%+8New
Huntington National Bank7$5.59K0.00%−95−93.1%Reduced
Cornerstone Planning Group LLC9$5.49K0.00%00.0%Unchanged
Action Point Financial Planning, LLC6$4.79K0.00%+6New
Meeder Asset Management Inc6$4.79K0.00%−617−99.0%Reduced
Farmers & Merchants Investments Inc6$4.79K0.00%00.0%Unchanged
Morse Asset Management, Inc5$3.99K0.00%00.0%Unchanged
Bell Investment Advisors, Inc4$3.19K0.00%00.0%Unchanged
Valued Wealth Advisors LLC4$3.19K0.00%+4New
Avion Wealth4$3.00K0.00%−999−99.6%Reduced
Investors Portfolio Services LLC3$2.40K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC3$2.40K0.00%+3New
Ankerstar Wealth, LLC2$1.60K0.00%00.0%Unchanged
Harbour Investments, Inc.2$1.60K0.00%+2New
Creative Capital Management Investments LLC2$1.60K0.00%+2New
Marshall Investment Management, LLC2$1.60K0.00%+2New
Ronald Blue Trust, Inc.1$7990.00%00.0%Unchanged
Abound Wealth Management1$7990.00%00.0%Unchanged
Hughes Financial Services, LLC1$7990.00%00.0%Unchanged
MV Capital Management, Inc.1$7990.00%+1New
Bogart Wealth, LLC1$7990.00%+1New
Davis Capital Management1$7990.00%+1New
Activest Wealth Management1$7990.00%+1New
LRI Investments, LLC1$7990.00%+1New
Noble Wealth Management PBC1$7990.00%+1New
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC1$00.00%+1New
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