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 2023
Institutional positions in Align Technology Inc as of Mar 31, 2023. 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
- 772
- +73 vs. Q4 2022
- Shares held
- 67.3M
- +558.8K (+0.8%) vs. Q4 2022
- Total value
- $22.4B
- +$8.37B (+59.5%) vs. Q4 2022
- New holders
- 144
- 271 more added
- Sold out
- 71
- 263 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 47 | $15.7K | 0.00% | −14−23.0% | Reduced |
| Bogart Wealth, LLC | 47 | $15.7K | 0.00% | −4−7.8% | Reduced |
| TFC Financial Management | 45 | $15.0K | 0.00% | +13+40.6% | Added |
| Sageworth Trust Co | 45 | $15.0K | 0.00% | +45 | New |
| Earnest Partners LLC | 43 | $14.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 41 | $13.7K | 0.00% | +39+1,950.0% | Added |
| Sutton Wealth Advisors Inc. | 39 | $13.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $11.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 35 | $11.7K | 0.00% | +35 | New |
| NewSquare Capital LLC | 34 | $11.4K | 0.00% | +34 | New |
| Toth Financial Advisory Corp | 32 | $10.7K | 0.00% | +12+60.0% | Added |
| Cape Investment Advisory, Inc. | 32 | $10.7K | 0.01% | +32 | New |
| Lowe Wealth Advisors, LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $10.0K | 0.00% | +5+20.0% | Added |
| Front Row Advisors LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $10.0K | 0.01% | +30 | New |
| Eagle Bay Advisors LLC | 29 | $9.69K | 0.01% | −3−9.4% | Reduced |
| Johnson Financial Group, Inc. | 27 | $9.02K | 0.00% | +27 | New |
| BDO Wealth Advisors, LLC | 25 | $8.35K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $8.35K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $7.00K | 0.00% | +12+133.3% | Added |
| Jones Financial Companies LLLP | 20 | $6.68K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 18 | $6.01K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $6.01K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 18 | $6.01K | 0.01% | +18 | New |
| City State Bank | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $5.68K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $5.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $5.68K | 0.00% | +8+88.9% | Added |
| Fairfield Financial Advisors, LTD | 18 | $5.61K | 0.00% | −20−52.6% | Reduced |
| JJJ Advisors Inc. | 16 | $5.48K | 0.00% | +15+1,500.0% | Added |
| Trust Co of Vermont | 15 | $5.01K | 0.00% | −22−59.5% | Reduced |
| Princeton Global Asset Management LLC | 15 | $5.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $4.34K | 0.00% | +6+85.7% | Added |
| RFP Financial Group LLC | 12 | $4.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $3.68K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11 | $3.68K | 0.00% | +4+57.1% | Added |
| Adirondack Trust Co | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 10 | $3.18K | 0.00% | +10 | New |
| JNBA Financial Advisors | 9 | $3.01K | 0.00% | +9 | New |
| Colonial Trust Advisors | 9 | $3.01K | 0.00% | +1+12.5% | Added |
| Thompson Siegel & Walmsley LLC | 10 | $3.00K | 0.00% | −3−23.1% | Reduced |
| Byrne Asset Management LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $3.00K | 0.00% | +8+800.0% | Added |
| Oakworth Capital, Inc. | 8 | $2.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.67K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $2.34K | 0.00% | +7 | New |
| Edge Capital Group, LLC | 6 | $2.00K | 0.00% | −137−95.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 5 | $1.67K | 0.00% | −6−54.5% | Reduced |
| Key Financial Inc | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.67K | 0.00% | +5 | New |
| McIlrath & Eck, LLC | 5 | $1.67K | 0.00% | +5 | New |
| Performa Ltd (US), LLC | 4 | $1.34K | 0.00% | −41−91.1% | Reduced |
| Disciplined Investments, LLC | 4 | $1.34K | 0.00% | +2+100.0% | Added |
| Creative Financial Designs Inc | 4 | $1.34K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $1.34K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Hollencrest Capital Management | 2 | $668 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $668 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $335 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $334 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $334 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $334 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $334 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −179,581−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −83,100−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −33,219−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,691−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −27,171−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −21,469−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,585−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,018−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −14,490−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −12,763−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,327−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,578−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |