AGX

Argan Inc
IndustrialsUSCUSIP 04010E109◍ Confluence graph
Tracked 13F Holders
482
-128 QoQ
13F Value (tracked)
$7.8B
Insider Net · 180d
-$126.6M
0↑ 10↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)30 adding · 31 trimming
Insider net (180d)-$126.6M

Who owns AGX?

482 tracked 13F filers

482 tracked 13F filers disclose a position in AGX as of the latest SEC 13F filings, a combined $7.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.2B
2.1M
+80%
Added · +944K sh
Q1 2026
2FIRST TRUST ADVISORS LP
$431.0M
791K
+32%
Added · +192K sh
Q1 2026
3RENAISSANCE TECHNOLOGIES LLC
$332.7M
611K
+2.0%
Added · +12K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$320.0M
587K
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$434.6M
544K
+5.1%
Added · +27K sh
Q2 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$281.9M
518K
First observed position
No prior filed position
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$404.2M
506K
+10%
Added · +47K sh
Q2 2026
8MAVERICK CAPITAL LTD
$253.1M
465K
+5.9%
Added · +26K sh
Q1 2026
9AMERICAN CENTURY COMPANIES INC
$229.7M
422K
−7.8%
Reduced · −36K sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$216.7M
398K
+1.3%
Added · +5K sh
Q1 2026
11LONE PINE CAPITAL LLC
$214.1M
393K
New
+393K sh
Q1 2026
12UBS Group AG
$176.5M
324K
+112%
Added · +171K sh
Q1 2026
13Bank of New York Mellon Corp
$163.6M
300K
+20%
Added · +51K sh
Q1 2026
14AltraVue Capital, LLC
$66.8M
248K
+2.1%
Added · +5K sh
Q3 2025
15JACOBS LEVY EQUITY MANAGEMENT, INC
$130.0M
239K
−8.1%
Reduced · −21K sh
Q1 2026
16TD ASSET MANAGEMENT INC
$113.1M
208K
+6.7%
Added · +13K sh
Q1 2026
17Epoch Investment Partners, Inc.
$144.3M
181K
−11%
Reduced · −22K sh
Q2 2026
18GOLDMAN SACHS GROUP INC
$95.4M
175K
+67%
Added · +70K sh
Q1 2026
19MORGAN STANLEY
$87.1M
160K
+14%
Added · +20K sh
Q1 2026
20NORTHERN TRUST CORP
$76.2M
140K
+9.8%
Added · +12K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$76.0M
140K
+7.0%
Added · +9K sh
Q1 2026
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$71.3M
131K
−41%
Reduced · −90K sh
Q1 2026
23FULLER & THALER ASSET MANAGEMENT, INC.
$93.0M
116K
+1.4%
Added · +2K sh
Q2 2026
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$58.9M
108K
−38%
Reduced · −65K sh
Q1 2026
25AQR CAPITAL MANAGEMENT LLC
$58.1M
107K
−11%
Reduced · −14K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AGX being bought or sold by institutions?

Last quarter, 3 funds opened a new position in AGX and 27 added to an existing one, while 31 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
27
funds
Reduced
31
funds
Exited
0
funds

Funds that own AGX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA276 funds$367.4B
MICROSOFT CORPMSFT274 funds$249.8B
AMAZON.COM INCAMZN271 funds$187.3B
BROADCOM INCAVGO269 funds$152.2B
APPLE INCAAPL268 funds$274.7B
ALPHABET INC-CL AGOOGL268 funds$149.9B
META PLATFORMS INC-CLASS AMETA263 funds$102.2B
ELI LILLY & COLLY257 funds$77.7B
ALPHABET INC-CL CGOOG256 funds$121.3B
ADVANCED MICRO DEVICESAMD256 funds$36.0B
MICRON TECHNOLOGY INCMU255 funds$40.9B
JPMORGAN CHASE & COJPM253 funds$55.7B

Ranked by how many of AGX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$126.6M
10 insiders
Net
-$126.6M
26 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 31, 2026Jeffrey John Ronald Jr.DirectorSell (S)6K$3.3M
Jun 22, 2026Griffin William F JrDirectorSell (S)20K$15.2M
Jun 18, 2026Griffin William F JrDirectorSell (S)30K$21.8M
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerSell (S)455$333K
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerSell (S)305$224K
Jun 17, 2026Sweeney KarenDirectorSell (S)300$212K
Jun 17, 2026Getsinger Peter WDirectorSell (S)2K$1.4M
Jun 16, 2026Watson David HibbertPRESIDENT AND CEO, DirectorSell (S)2K$1.3M
Jun 16, 2026Getsinger Peter WDirectorSell (S)5K$3.4M
Jun 15, 2026Flanders CynthiaDirectorSell (S)3K$1.7M
Jun 15, 2026Watson David HibbertPRESIDENT AND CEO, DirectorSell (S)10K$6.5M
Jun 12, 2026Griffin William F JrDirectorSell (S)50K$32.2M

Institutional ownership over time

290 funds+117 since Q3 2024
0209418Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.1B

Recent filings

15 shown

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Connected entities for AGX

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Ask your agent what changed in AGX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AGX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AGX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.