Who owns Argan (AGX)
Which tracked institutional funds hold AGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
258 tracked funds added or opened AGX while 92 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AGX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AGX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AGX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 531 tracked filers holding AGX, 293 increased or opened the position and 281 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AGX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 55
- SurgoCap Partners LP$120M
- Sculptor Capital LP$76M
- Avala Global LP$61M
- Clearbridge Investments, LLC$45M
- COATUE MANAGEMENT LLC$29M
- Jupiter Topco LLC$29M
Full exits 58
- MAVERICK CAPITAL LTD$253M
- LORD, ABBETT & CO. LLC$41M
- Forest Avenue Capital Management LP$41M
- Kinetic Partners Management, LP$34M
- Valiant Capital Management, L.P.$32M
- Trexquant Investment LP$31M
Largest adds
- BlackRock, Inc.$733M
- VANGUARD PORTFOLIO MANAGEMENT LLC$339M
- PRICE T ROWE ASSOCIATES INC /MD/$285M
- NewEdge Advisors, LLC$247M
- RENAISSANCE TECHNOLOGIES LLC$185M
- FIRST TRUST ADVISORS LP$171M
Largest trims
- UBS Group AG$51M
- Bank of New York Mellon Corp$32M
- CITADEL ADVISORS LLC$31M
- JENNISON ASSOCIATES LLC$25M
- ROYCE & ASSOCIATES LP$16M
- Walleye Capital LLC$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,209,112 | $1.8B | 16.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,497,643 | $247M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 778,042 | $621M | 5.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 754,403 | $602M | 5.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 648,379 | $518M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 594,781 | $475M | 4.5% | 2026-Q2 |
| STATE STREET CORP added | 544,200 | $435M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 506,133 | $404M | 3.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 447,983 | $358M | 3.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 420,104 | $335M | 3.2% | 2026-Q2 |
| LONE PINE CAPITAL LLC trimmed | 368,673 | $294M | 2.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 356,845 | $285M | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 273,125 | $218M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 214,895 | $172M | 1.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 186,216 | $149M | 1.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 180,661 | $144M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 173,812 | $139M | 1.3% | 2026-Q2 |
| TD Asset Management Inc trimmed | 173,601 | $139M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 165,147 | $132M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 156,861 | $125M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 151,510 | $121M | 1.2% | 2026-Q2 |
| SurgoCap Partners LP new | 149,983 | $120M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 144,771 | $116M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 123,740 | $99M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 116,754 | $93M | 0.9% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 116,481 | $93M | 0.9% | 2026-Q2 |
| FMR LLC added | 111,906 | $89M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 99,246 | $79M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 98,624 | $79M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 95,901 | $77M | 0.7% | 2026-Q2 |
| Sculptor Capital LP new | 95,500 | $76M | 0.7% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 90,472 | $72M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 90,215 | $72M | 0.7% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 89,296 | $71M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 88,152 | $70M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 80,214 | $61M | 0.6% | 2026-Q2 |
| Avala Global LP new | 76,500 | $61M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 69,921 | $56M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 63,798 | $51M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 59,604 | $48M | 0.5% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 58,115 | $46M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC new | 56,531 | $45M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board added | 55,368 | $44M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 53,794 | $43M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 49,204 | $39M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 48,136 | $38M | 0.4% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 47,889 | $38M | 0.4% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 45,500 | $36M | 0.3% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 39,020 | $31M | 0.3% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 38,247 | $31M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 36,685 | $29M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 36,562 | $29M | 0.3% | 2026-Q2 |
| COATUE MANAGEMENT LLC new | 36,101 | $29M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 35,932 | $29M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 34,910 | $28M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 34,179 | $27M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 32,788 | $26M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 31,909 | $25M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 31,310 | $25M | 0.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 30,642 | $24M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 29,756 | $24M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 29,259 | $23M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 27,865 | $22M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 27,035 | $21M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 26,779 | $21M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 26,580 | $21M | 0.2% | 2026-Q2 |
| SAPIENT CAPITAL LLC trimmed | 26,366 | $21M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 25,812 | $21M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 25,681 | $21M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 25,522 | $20M | 0.2% | 2026-Q2 |
| Creative Planning added | 24,730 | $20M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 22,584 | $18M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 21,653 | $17M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 21,322 | $17M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 21,151 | $17M | 0.2% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 21,120 | $17M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 21,031 | $17M | 0.2% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC trimmed | 19,760 | $16M | 0.2% | 2026-Q2 |
| THAMES CAPITAL MANAGEMENT LLC trimmed | 19,514 | $16M | 0.1% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE trimmed | 18,681 | $15M | 0.1% | 2026-Q2 |
| Abacus FCF Advisors LLC trimmed | 18,518 | $15M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 17,966 | $10M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 17,921 | $14M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 17,369 | $14M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 17,024 | $14M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,012 | $14M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 16,710 | $13M | 0.1% | 2026-Q2 |
| CVFG LLC trimmed | 16,596 | $13M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 15,975 | $13M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 15,652 | $12M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 15,579 | $12M | 0.1% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 15,467 | $12M | 0.1% | 2026-Q2 |
| Temasek Holdings (Private) Ltd trimmed | 15,236 | $12M | 0.1% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 14,190 | $11M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,793 | $11M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 12,126 | $10M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 11,987 | $10M | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 11,930 | $10M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 11,884 | $9M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 11,464 | $9M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.