Argan, Inc.
US ˙ NYSE ˙ US04010E1091

SecurityAGX / Argan, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership139,825 shares
Latest Disclosed Value $ 76,155,687
Northern Trust Corp reports 9.81% increase in ownership of AGX / Argan, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 139,825 shares of Argan, Inc. (US:AGX) valued at $76,155,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 127,328 shares of Argan, Inc.. This represents a change in shares of 9.81% during the quarter. The current value of the position is $95,971,685 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ARGAN COM 04010E109 139,825 12,497 9.81 76,156 90.89 0.0021
2026-02-17 2025-12-31 13F ARGAN COM 04010E109 127,328 -2,904 -2.23 39,894 13.44 0.0051
2025-11-14 2025-09-30 13F ARGAN COM 04010E109 130,232 155 0.12 35,169 22.63 0.0045
2025-08-13 2025-06-30 13F ARGAN COM 04010E109 130,077 -205 -0.16 28,679 67.82 0.0039
2025-05-13 2025-03-31 13F ARGAN COM 04010E109 130,282 -3,212 -2.41 17,089 -6.59 0.0025
2025-02-14 2024-12-31 13F ARGAN COM 04010E109 133,494 6,483 5.10 18,294 42.01 0.0026
2024-11-13 2024-09-30 13F ARGAN COM 04010E109 127,011 -1,051 -0.82 12,883 37.50 0.0021
2024-08-14 2024-06-30 13F ARGAN COM 04010E109 128,062 -4,186 -3.17 9,369 40.19 0.0016
2024-05-14 2024-03-31 13F ARGAN COM 04010E109 132,248 -2,706 -2.01 6,684 5.84 0.0012
2024-02-13 2023-12-31 13F ARGAN COM 04010E109 134,954 4,493 3.44 6,314 6.33 0.0011
2023-11-13 2023-09-30 13F ARGAN COM 04010E109 130,461 -1,859 -1.40 5,939 13.89 0.0012
2023-08-11 2023-06-30 13F ARGAN COM 04010E109 132,320 6,324 5.02 5,215 2.26 0.0010
2023-05-15 2023-03-31 13F ARGAN COM 04010E109 125,996 -4,489 -3.44 5,099 5.96 0.0010
2023-02-13 2022-12-31 13F ARGAN COM 04010E109 130,485 -3,201 -2.39 4,812 11.91 0.0010
2022-11-14 2022-09-30 13F ARGAN COM 04010E109 133,686 -6,261 -4.47 4,300 -17.67 0.0010
2022-08-12 2022-06-30 13F ARGAN COM 04010E109 139,947 -13,932 -9.05 5,223 -16.38 0.0011
2022-05-13 2022-03-31 13F ARGAN COM 04010E109 153,879 -6,229 -3.89 6,246 0.84 0.0011
2022-02-08 2021-12-31 13F ARGAN COM 04010E109 160,108 -2,936 -1.80 6,194 -13.02 0.0010
2021-11-15 2021-09-30 13F ARGAN COM 04010E109 163,044 -116 -0.07 7,121 -8.67 0.0013
2021-08-13 2021-06-30 13F ARGAN COM 04010E109 163,160 2,330 1.45 7,797 -9.14 0.0014
2021-05-12 2021-03-31 13F ARGAN COM 04010E109 160,830 -14,705 -8.38 8,581 9.87 0.0016
2021-02-11 2020-12-31 13F ARGAN COM 04010E109 175,535 -8,081 -4.40 7,810 1.48 0.0015
2020-11-16 2020-09-30 13F ARGAN COM 04010E109 183,616 -5,037 -2.67 7,696 -13.90 0.0017
2020-08-14 2020-06-30 13F ARGAN COM 04010E109 188,653 -76 -0.04 8,938 36.98 0.0021
2020-05-14 2020-03-31 13F ARGAN COM 04010E109 188,729 2,889 1.55 6,525 -12.53 0.0019
2020-02-14 2019-12-31 13F ARGAN COM 04010E109 185,840 -3,224 -1.71 7,460 0.43 0.0017
2019-11-13 2019-09-30 13F ARGAN COM 04010E109 189,064 8,531 4.73 7,428 1.43 0.0018
2019-08-13 2019-06-30 13F ARGAN COM 04010E109 180,533 4,419 2.51 7,323 -16.76 0.0017
2019-05-13 2019-03-31 13F ARGAN COM 04010E109 176,114 -416 -0.24 8,797 31.67 0.0022
2019-02-12 2018-12-31 13F ARGAN COM 04010E109 176,530 -1,287 -0.72 6,681 -12.62 0.0019
2018-11-14 2018-09-30 13F ARGAN COM 04010E109 177,817 2,557 1.46 7,646 6.55 0.0019
2018-09-18 2018-06-30 13F/A-1 ARGAN COM 04010E109 175,260 -3,827 -2.14 7,176 -6.71 0.0018
2018-08-14 2018-06-30 13F ARGAN COM 04010E109 176,270 -2,817 7,217
2018-05-09 2018-03-31 13F ARGAN COM 04010E109 179,087 -490 -0.27 7,692 -4.83 0.0020
2018-02-14 2017-12-31 13F ARGAN COM 04010E109 179,577 -3,288 -1.80 8,082 -34.28 0.0020
2017-11-13 2017-09-30 13F ARGAN COM 04010E109 182,865 -389 -0.21 12,298 11.84 0.0032
2017-08-11 2017-06-30 13F ARGAN COM 04010E109 183,254 12,429 7.28 10,996 -2.70 0.0031
2017-05-12 2017-03-31 13F ARGAN COM 04010E109 170,825 3,944 2.36 11,301 -4.01 0.0033
2017-02-13 2016-12-31 13F ARGAN COM 04010E109 166,881 8,091 5.10 11,773 25.26 0.0036
2016-11-09 2016-09-30 13F ARGAN COM 04010E109 158,790 2,132 1.36 9,399 43.83 0.0029
2016-08-12 2016-06-30 13F ARGAN COM 04010E109 156,658 1,893 1.22 6,535 20.13 0.0021
2016-08-19 2016-03-31 13F/A-1 ARGAN COM 04010E109 154,765 1,431 0.93 5,440 9.50 0.0018
2016-05-13 2016-03-31 13F Argan COMM 04010E109 154,765 5,441
2016-02-12 2015-12-31 13F Argan COMM 04010E109 153,334 -5,704 -3.59 4,968 -9.92 0.0016
2015-11-12 2015-09-30 13F ARGAN COM 04010E109 159,038 24,030 17.80 5,515 1.29 0.0018
2015-08-13 2015-06-30 13F ARGAN COM 04010E109 135,008 -2,307 -1.68 5,445 9.65 0.0037
2015-05-14 2015-03-31 13F ARGAN COM 04010E109 137,315 99 0.07 4,966 7.58 0.0015
2015-02-12 2014-12-31 13F ARGAN COM 04010E109 137,216 -795 -0.58 4,616 0.17 0.0014
2014-11-13 2014-09-30 13F Argan COMM 04010E109 138,011 -26,068 -15.89 4,608 -24.68 0.0014
2014-08-14 2014-06-30 13F ARGAN com 04010E109 164,079 -11,256 -6.42 6,118 17.36 0.0019
2014-05-14 2014-03-31 13F ARGAN COMM 04010E109 175,335 -15,169 -7.96 5,213 -0.72 0.0016
2014-02-21 2013-12-31 13F/A-1 ARGAN COM 04010E109 190,504 2,367 1.26 5,251 27.02 0.0017
2014-02-12 2013-12-31 13F ARGAN COM 04010E109 190,504 5,251
2013-11-13 2013-09-30 13F ARGAN COM 04010E109 188,137 31,285 19.95 4,134 68.94 0.0015
2013-08-09 2013-06-30 13F ARGAN COM 04010E109 156,852 156,852 2,447 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.