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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Align Technology Inc as of Dec 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
791
−9 vs. Q3 2023
Shares held
64.9M
−1.42M (−2.1%) vs. Q3 2023
Total value
$17.8B
−$2.47B (−12.2%) vs. Q3 2023
New holders
104
272 more added
Sold out
113
304 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 791 institutions
Q1 2021: 815 institutionsQ2 2021: 854 institutionsQ3 2021: 890 institutionsQ4 2021: 933 institutionsQ1 2022: 863 institutionsQ2 2022: 749 institutionsQ3 2022: 731 institutionsQ4 2022: 712 institutionsQ1 2023: 772 institutionsQ2 2023: 775 institutionsQ3 2023: 810 institutionsQ4 2023: 791 institutionsQ1 2024: 818 institutionsQ2 2024: 769 institutionsQ3 2024: 737 institutionsQ4 2024: 723 institutionsQ1 2025: 691 institutionsQ2 2025: 705 institutionsQ3 2025: 668 institutionsQ4 2025: 666 institutionsQ1 2026: 693 institutionsQ2 2026: 676 institutions
Value heldQ4 2023: $17.8B
Q1 2021: $36.6BQ2 2021: $41.0BQ3 2021: $44.7BQ4 2021: $44.5BQ1 2022: $29.4BQ2 2022: $16.3BQ3 2022: $14.0BQ4 2022: $14.1BQ1 2023: $22.4BQ2 2023: $23.8BQ3 2023: $20.3BQ4 2023: $17.8BQ1 2024: $21.6BQ2 2024: $15.7BQ3 2024: $16.7BQ4 2024: $13.7BQ1 2025: $10.5BQ2 2025: $12.8BQ3 2025: $8.57BQ4 2025: $10.4BQ1 2026: $11.9BQ2 2026: $12.2B
Institutions holding ALGN and their total value by quarter
QuarterHoldersValue
Q2 2026676$12.2B
Q1 2026693$11.9B
Q4 2025666$10.4B
Q3 2025668$8.57B
Q2 2025705$12.8B
Q1 2025691$10.5B
Q4 2024723$13.7B
Q3 2024737$16.7B
Q2 2024769$15.7B
Q1 2024818$21.6B
Q4 2023791$17.8B
Q3 2023810$20.3B
Q2 2023775$23.8B
Q1 2023772$22.4B
Q4 2022712$14.1B
Q3 2022731$14.0B
Q2 2022749$16.3B
Q1 2022863$29.4B
Q4 2021933$44.5B
Q3 2021890$44.7B
Q2 2021854$41.0B
Q1 2021815$36.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q3 2023.

Institutions holding ALGN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$2740.00%−8−88.9%Reduced
True Wealth Design, LLC1$2740.00%00.0%Unchanged
WestEnd Advisors, LLC1$2740.00%00.0%Unchanged
Johnson Financial Group, Inc.2$5480.00%−15−88.2%Reduced
Sachetta, LLC2$5480.00%+2New
Montag A & Associates Inc3$7300.00%00.0%Unchanged
Raleigh Capital Management Inc.3$8220.00%−32−91.4%Reduced
Gradient Investments LLC3$8220.00%00.0%Unchanged
Solstein Capital, LLC3$8220.00%00.0%Unchanged
Sound Income Strategies, LLC3$8220.00%00.0%Unchanged
SJS Investment Consulting Inc.3$8220.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$8220.00%+3New
Harvest Fund Management Co., Ltd4$1.00K0.00%−1,015−99.6%Reduced
Avion Wealth3$1.00K0.00%+1+50.0%Added
Cullen/Frost Bankers, Inc.4$1.10K0.00%−93−95.9%Reduced
ClariVest Asset Management LLC4$1.10K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.4$1.10K0.00%+4New
First Manhattan Co5$1.37K0.00%−20−80.0%Reduced
Key Financial Inc5$1.37K0.00%00.0%Unchanged
Scarborough Advisors, LLC5$1.37K0.00%+5New
Dunhill Financial, LLC6$1.53K0.00%+6New
Jackson, Grant Investment Advisers, Inc.6$1.64K0.00%−100−94.3%Reduced
Manchester Capital Management LLC6$1.64K0.00%−73−92.4%Reduced
Caldwell Sutter Capital, Inc.6$1.64K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7$1.94K0.00%−33−82.5%Reduced
Capital Advisors, Ltd. LLC9$2.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC8$2.19K0.00%−16−66.7%Reduced
Colonial Trust Advisors8$2.19K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.19K0.00%00.0%Unchanged
Lummis Asset Management, LP8$2.19K0.00%+8New
Cherry Tree Wealth Management, LLC9$2.47K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$2.74K0.00%00.0%Unchanged
Creative Financial Designs Inc10$2.74K0.00%00.0%Unchanged
NVWM, LLC10$2.74K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$2.74K0.00%+10New
Asset Dedication, LLC12$3.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC10$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners12$3.00K0.00%00.0%Unchanged
Adirondack Trust Co10$3.02K0.00%00.0%Unchanged
Private Wealth Management Group, LLC12$3.29K0.00%+12New
Turtle Creek Wealth Advisors, LLC14$3.84K0.00%+14New
City State Bank14$4.00K0.00%00.0%Unchanged
West Tower Group, LLC15$4.11K0.01%−306−95.3%Reduced
St Germain D J Co Inc15$4.11K0.00%00.0%Unchanged
Princeton Global Asset Management LLC15$4.11K0.00%00.0%Unchanged
BFSG, LLC15$4.11K0.00%+15New
Caldwell Trust Co15$4.11K0.00%+15New
JJJ Advisors Inc.16$4.38K0.00%−13−44.8%Reduced
Versant Capital Management, Inc16$4.38K0.00%−3−15.8%Reduced
Red Tortoise LLC16$4.38K0.00%+16New
WealthCollab, LLC16$4.38K0.00%+16New
Atticus Wealth Management, LLC17$4.66K0.00%00.0%Unchanged
Investors Research Corp17$4.66K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.17$4.66K0.00%+17New
Rise Advisors, LLC18$4.93K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD18$4.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.20$5.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P17$5.00K0.00%+17New
Close Asset Management Ltd20$5.00K0.00%+20New
Core Alternative Capital19$5.21K0.00%−106−84.8%Reduced
Archer Investment Corp19$5.21K0.00%+3+18.8%Added
Bear Mountain Capital, Inc.20$5.35K0.00%+20New
SRS Capital Advisors, Inc.20$5.48K0.00%−76−79.2%Reduced
Bell Investment Advisors, Inc20$5.48K0.00%−25−55.6%Reduced
Cambridge Trust Co20$5.48K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners22$6.03K0.00%+22New
Credential Qtrade Securities Inc.24$6.58K0.00%00.0%Unchanged
Toth Financial Advisory Corp26$7.12K0.00%−7−21.2%Reduced
Eagle Bay Advisors LLC28$7.67K0.00%−1−3.4%Reduced
Lowe Wealth Advisors, LLC30$8.22K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.32$8.77K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc32$8.77K0.00%+32New
Pineridge Advisors LLC32$8.77K0.00%+32New
GW&K Investment Management, LLC33$9.00K0.00%+14+73.7%Added
Baystate Wealth Management LLC33$9.04K0.00%00.0%Unchanged
Independence Bank of Kentucky33$9.04K0.00%+33New
Kiely Wealth Advisory Group, Inc.35$9.44K0.01%+35New
Nemes Rush Group LLC35$9.59K0.00%00.0%Unchanged
Trust Co of Vermont37$10.1K0.00%+22+146.7%Added
Rothschild Investment LLC37$10.1K0.00%+37New
LGT Financial Advisors LLC38$10.4K0.01%00.0%Unchanged
TFC Financial Management39$10.7K0.00%+6+18.2%Added
Prestige Wealth Management Group LLC40$11.0K0.00%−17−29.8%Reduced
Fortitude Family Office, LLC40$11.0K0.01%+40New
Bogart Wealth, LLC47$12.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc48$13.2K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.50$13.7K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC54$14.8K0.01%+4+8.0%Added
Colonial Trust Co55$15.2K0.00%−17−23.6%Reduced
AdvisorNet Financial, Inc56$15.3K0.00%+15+36.6%Added
Annis Gardner Whiting Capital Advisors, LLC58$15.9K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC63$17.3K0.00%+7+12.5%Added
Pinnacle Financial Partners Inc65$17.8K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC65$17.8K0.01%+65New
Valley National Advisers Inc66$18.0K0.00%−148−69.2%Reduced
Cedar Wealth Management, LLC70$19.2K0.01%+10+16.7%Added
ICA Group Wealth Management, LLC70$19.2K0.00%+70New
Cornerstone Planning Group LLC72$19.7K0.01%00.0%Unchanged
Private Trust Co NA73$20.0K0.00%−4−5.2%Reduced