Align Technology Inc
ALGN- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001097149
No open-market purchases or sales by Align Technology Inc insiders were filed in the last 90 days; 676 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in Align Technology Inc as of Mar 31, 2022. 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
- 863
- −62 vs. Q4 2021
- Shares held
- 67.9M
- −411.1K (−0.6%) vs. Q4 2021
- Total value
- $29.4B
- −$15.2B (−34.0%) vs. Q4 2021
- New holders
- 100
- 343 more added
- Sold out
- 162
- 305 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ALGN 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 676 | $12.2B |
| Q1 2026 | 693 | $11.9B |
| Q4 2025 | 666 | $10.4B |
| Q3 2025 | 668 | $8.57B |
| Q2 2025 | 705 | $12.8B |
| Q1 2025 | 691 | $10.5B |
| Q4 2024 | 723 | $13.7B |
| Q3 2024 | 737 | $16.7B |
| Q2 2024 | 769 | $15.7B |
| Q1 2024 | 818 | $21.6B |
| Q4 2023 | 791 | $17.8B |
| Q3 2023 | 810 | $20.3B |
| Q2 2023 | 775 | $23.8B |
| Q1 2023 | 772 | $22.4B |
| Q4 2022 | 712 | $14.1B |
| Q3 2022 | 731 | $14.0B |
| Q2 2022 | 749 | $16.3B |
| Q1 2022 | 863 | $29.4B |
| Q4 2021 | 933 | $44.5B |
| Q3 2021 | 890 | $44.7B |
| Q2 2021 | 854 | $41.0B |
| Q1 2021 | 815 | $36.6B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 24 | $10.5K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $10.0K | 0.00% | +12+109.1% | Added |
| Atticus Wealth Management, LLC | 24 | $10.0K | 0.00% | +17+242.9% | Added |
| TCWP LLC | 24 | $10.0K | 0.00% | +24 | New |
| Valley National Advisers Inc | 20 | $9.00K | 0.00% | −28−58.3% | Reduced |
| Toth Financial Advisory Corp | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $8.00K | 0.00% | −18−50.0% | Reduced |
| Baystate Wealth Management LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $8.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 17 | $7.00K | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 14 | $6.10K | 0.00% | −3−17.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $6.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $6.00K | 0.00% | +3+30.0% | Added |
| GPS Wealth Strategies Group, LLC | 11 | $5.00K | 0.00% | −26−70.3% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $5.00K | 0.00% | −3−20.0% | Reduced |
| Financial Management Professionals, Inc. | 11 | $5.00K | 0.00% | −3−21.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 11 | $5.00K | 0.00% | +6+120.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $5.00K | 0.00% | +10+1,000.0% | Added |
| Beaird Harris Wealth Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Nauset Wealth Management. LLC | 11 | $5.00K | 0.00% | +11 | New |
| Private Capital Group, LLC | 10 | $4.00K | 0.00% | −2−16.7% | Reduced |
| Adirondack Trust Co | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $4.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $3.49K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $3.00K | 0.00% | −257−97.3% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $3.00K | 0.00% | −130−94.2% | Reduced |
| Albion Financial Group | 8 | $3.00K | 0.00% | −8−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $3.00K | 0.00% | −7−46.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5 | $2.00K | 0.00% | −478−99.0% | Reduced |
| Washington Trust Advisors, Inc. | 5 | $2.00K | 0.00% | −384−98.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $2.00K | 0.00% | −14−73.7% | Reduced |
| Sofos Investments, Inc. | 436 | $2.00K | 0.00% | −221−33.6% | Reduced |
| Sound Income Strategies, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Bellwether Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $2.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | −27−90.0% | Reduced |
| Lee Financial Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Itau Unibanco Holding S.A. | 2 | $1.00K | 0.00% | +2 | New |
| Benjamin F. Edwards & Company, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| HWG Holdings LP | 2 | $1.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $436 | 0.00% | – | – |
| Exane Derivatives | 1 | $436 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $0 | 0.00% | +1+100.0% | Added |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 194,456 | $0 | 0.00% | +194,456 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −696,185−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −129,000−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −54,936−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −44,014−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −38,159−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −28,790−100.0% | Sold out |
| Veritas Investment Management (UK) Ltd | 0 | $0 | 0.00% | −27,673−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −26,320−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −22,989−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −8,518−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |