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, Q2 2023
Institutional positions in Align Technology Inc as of Jun 30, 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
- 775
- +6 vs. Q1 2023
- Shares held
- 67.5M
- +250.7K (+0.4%) vs. Q1 2023
- Total value
- $23.8B
- +$1.41B (+6.3%) vs. Q1 2023
- New holders
- 89
- 242 more added
- Sold out
- 83
- 315 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 42 | $14.9K | 0.00% | −5−10.6% | Reduced |
| Halpern Financial, Inc. | 41 | $14.5K | 0.00% | +41 | New |
| Sutton Wealth Advisors Inc. | 36 | $12.7K | 0.01% | −3−7.7% | Reduced |
| Nemes Rush Group LLC | 35 | $12.4K | 0.00% | +35 | New |
| Tfo-TDC, LLC | 33 | $11.7K | 0.00% | +33 | New |
| TFC Financial Management | 32 | $11.3K | 0.00% | −13−28.9% | Reduced |
| Toth Financial Advisory Corp | 32 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $11.0K | 0.00% | −102−76.1% | Reduced |
| Front Row Advisors LLC | 30 | $11.0K | 0.00% | −1−3.2% | Reduced |
| Cambridge Trust Co | 30 | $10.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $10.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 29 | $10.3K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 24 | $8.49K | 0.00% | −46−65.7% | Reduced |
| Quarry LP | 23 | $8.13K | 0.01% | +6+35.3% | Added |
| Brown Shipley& Co Ltd | 22 | $7.78K | 0.00% | +22 | New |
| Core Alternative Capital | 20 | $7.07K | 0.00% | −34−63.0% | Reduced |
| Versant Capital Management, Inc | 20 | $7.07K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 19 | $6.72K | 0.00% | +19 | New |
| Chilton Capital Management LLC | 18 | $6.37K | 0.00% | −299−94.3% | Reduced |
| Atticus Wealth Management, LLC | 18 | $6.37K | 0.00% | −7−28.0% | Reduced |
| Baystate Wealth Management LLC | 18 | $6.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $6.37K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 18 | $6.37K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $6.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $6.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $6.00K | 0.00% | +16 | New |
| Clear Street Markets LLC | 18 | $6.00K | 0.00% | +18 | New |
| JJJ Advisors Inc. | 16 | $5.66K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $5.66K | 0.00% | +16 | New |
| Pittenger & Anderson Inc | 15 | $5.30K | 0.00% | −260−94.5% | Reduced |
| Trust Co of Vermont | 15 | $5.30K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 15 | $5.00K | 0.00% | −3,842−99.6% | Reduced |
| City State Bank | 14 | $5.00K | 0.00% | −5−26.3% | Reduced |
| State of Wyoming | 14 | $4.95K | 0.00% | +3+27.3% | Added |
| VisionPoint Advisory Group, LLC | 14 | $4.95K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 13 | $4.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $4.24K | 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 |
| Thompson Siegel & Walmsley LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| Adirondack Trust Co | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $3.54K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.54K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $3.54K | 0.00% | +6+150.0% | Added |
| Clearview Wealth Advisors LLC | 10 | $3.54K | 0.00% | +10 | New |
| JNBA Financial Advisors | 9 | $3.18K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $3.18K | 0.00% | +9 | New |
| HWG Holdings LP | 9 | $3.18K | 0.00% | +9 | New |
| Cherry Tree Wealth Management, LLC | 9 | $3.18K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $3.00K | 0.00% | −12−57.1% | Reduced |
| Colonial Trust Advisors | 8 | $2.83K | 0.00% | −1−11.1% | Reduced |
| Oakworth Capital, Inc. | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6 | $2.12K | 0.00% | −1,056−99.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.06K | 0.00% | −1−25.0% | Reduced |
| Sound Income Strategies, LLC | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.06K | 0.00% | +3 | New |
| Solstein Capital, LLC | 3 | $1.06K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| SkyView Investment Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| American National Bank | 2 | $707 | 0.00% | −39−95.1% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $707 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $353 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 354 | $143 | 0.00% | +354 | New |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −92,811−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,458−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −54,577−100.0% | Sold out |
| Camber Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,121−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −29,792−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −20,414−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,632−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,104−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −19,034−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,507−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,925−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,829−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,599−100.0% | Sold out |
| Tekla Capital Management LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,494−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |