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 2024
Institutional positions in Align Technology Inc as of Mar 31, 2024. 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
- 818
- +36 vs. Q4 2023
- Shares held
- 66.0M
- +1.10M (+1.7%) vs. Q4 2023
- Total value
- $21.6B
- +$3.84B (+21.6%) vs. Q4 2023
- New holders
- 111
- 305 more added
- Sold out
- 75
- 279 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 65 | $21.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80 | $21.8K | 0.00% | +72+900.0% | Added |
| Mather Group, LLC. | 80 | $21.8K | 0.00% | +80 | New |
| Private Trust Co NA | 67 | $22.0K | 0.00% | −6−8.2% | Reduced |
| Cedar Wealth Management, LLC | 70 | $23.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 70 | $23.0K | 0.01% | +52+288.9% | Added |
| Colonial Trust Co | 71 | $23.1K | 0.00% | +16+29.1% | Added |
| Bank of New Hampshire | 75 | $24.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $24.6K | 0.00% | +75 | New |
| Operose Advisors LLC | 78 | $25.6K | 0.01% | −112−58.9% | Reduced |
| Valley National Advisers Inc | 85 | $27.0K | 0.00% | +19+28.8% | Added |
| Quarry LP | 83 | $27.2K | 0.01% | −123−59.7% | Reduced |
| Rothschild Investment LLC | 83 | $27.2K | 0.00% | +46+124.3% | Added |
| Assetmark, Inc | 91 | $29.8K | 0.00% | −4−4.2% | Reduced |
| CVA Family Office, LLC | 97 | $31.8K | 0.01% | +22+29.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $32.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $32.8K | 0.00% | −1−1.0% | Reduced |
| Duncker Streett & Co Inc | 101 | $33.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 112 | $36.7K | 0.01% | −2−1.8% | Reduced |
| Pin Oak Investment Advisors Inc | 114 | $37.0K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 117 | $37.0K | 0.00% | +4+3.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 116 | $38.0K | 0.01% | +58+100.0% | Added |
| Zions Bancorporation, N.A. | 119 | $39.0K | 0.00% | +5+4.4% | Added |
| Evermay Wealth Management LLC | 120 | $39.4K | 0.01% | −1−0.8% | Reduced |
| Planning Capital Management Corp | 121 | $39.7K | 0.03% | −1−0.8% | Reduced |
| Crewe Advisors LLC | 125 | $41.0K | 0.00% | +125 | New |
| China Universal Asset Management Co., Ltd. | 133 | $43.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 147 | $48.2K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 154 | $50.5K | 0.03% | +154 | New |
| EverSource Wealth Advisors, LLC | 193 | $54.5K | 0.00% | −30−13.5% | Reduced |
| Allworth Financial LP | 171 | $56.1K | 0.00% | +36+26.7% | Added |
| TSFG, LLC | 175 | $57.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 175 | $57.4K | 0.02% | +175 | New |
| Tobam | 184 | $60.0K | 0.01% | −332−64.3% | Reduced |
| Lindbrook Capital, LLC | 187 | $61.3K | 0.01% | +60+47.2% | Added |
| Heritage Wealth Advisors | 200 | $65.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $65.6K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 200 | $65.6K | 0.16% | +200 | New |
| Massmutual Trust Co FSB | 202 | $66.2K | 0.00% | +20+11.0% | Added |
| Proequities, Inc. | 208 | $68.2K | 0.00% | +5+2.5% | Added |
| Osterweis Capital Management Inc | 211 | $69.2K | 0.00% | +211 | New |
| Venturi Wealth Management, LLC | 223 | $73.1K | 0.00% | −57−20.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 231 | $76.0K | 0.00% | −97−29.6% | Reduced |
| Avalon Trust Co | 250 | $82.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 251 | $82.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 254 | $83.3K | 0.01% | +198+353.6% | Added |
| IFP Advisors, Inc | 261 | $85.6K | 0.00% | +10+4.0% | Added |
| DHJJ Financial Advisors, Ltd. | 271 | $88.9K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 280 | $91.8K | 0.02% | −653−70.0% | Reduced |
| Benjamin Edwards Inc | 293 | $96.0K | 0.02% | +11+3.9% | Added |
| Alta Advisers Ltd | 300 | $98.4K | 0.05% | 00.0% | Unchanged |
| Avondale Wealth Management | 300 | $98.4K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 316 | $103.6K | 0.00% | +10+3.3% | Added |
| Pinnacle Bancorp, Inc. | 322 | $105.6K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 323 | $105.9K | 0.05% | −248−43.4% | Reduced |
| CoreCap Advisors, LLC | 326 | $106.9K | 0.01% | +326 | New |
| CNB Bank | 341 | $111.8K | 0.05% | −42−11.0% | Reduced |
| NBC Securities, Inc. | 342 | $112.0K | 0.01% | +4+1.2% | Added |
| Park Place Capital Corp | 345 | $113.1K | 0.04% | −81−19.0% | Reduced |
| Quent Capital, LLC | 349 | $114.4K | 0.01% | +6+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 362 | $118.7K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 363 | $119.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 376 | $123.3K | 0.00% | −9−2.3% | Reduced |
| Castleview Partners, LLC | 428 | $140.3K | 0.08% | +1+0.2% | Added |
| Boit C F David | 500 | $142.3K | 0.08% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 439 | $144.0K | 0.06% | +60+15.8% | Added |
| Central Trust Co | 447 | $146.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 450 | $147.6K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 454 | $148.9K | 0.03% | −1,110−71.0% | Reduced |
| Parallel Advisors, LLC | 466 | $152.8K | 0.00% | +6+1.3% | Added |
| Smartleaf Asset Management LLC | 471 | $154.4K | 0.03% | +189+67.0% | Added |
| Farther Finance Advisors, LLC | 497 | $158.9K | 0.01% | +76+18.1% | Added |
| Acropolis Investment Management, LLC | 520 | $170.5K | 0.01% | −1−0.2% | Reduced |
| First Horizon Advisors, Inc. | 521 | $170.8K | 0.01% | +316+154.1% | Added |
| Whittier Trust Co of Nevada Inc | 534 | $175.1K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 536 | $175.8K | 0.00% | +536 | New |
| Whittier Trust Co | 561 | $184.0K | 0.00% | +84+17.6% | Added |
| Quadrant Capital Group LLC | 562 | $184.3K | 0.01% | −54−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 592 | $194.1K | 0.01% | +591+59,100.0% | Added |
| Westpac Banking Corp | 598 | $196.1K | 0.01% | −56−8.6% | Reduced |
| Gsa Capital Partners LLP | 619 | $203.0K | 0.02% | +619 | New |
| Evergreen Capital Management LLC | 620 | $203.3K | 0.01% | +620 | New |
| Clarius Group, LLC | 624 | $204.6K | 0.01% | +624 | New |
| Commerzbank Aktiengesellschaft | 624 | $205.0K | 0.01% | +624 | New |
| Symmetry Partners, LLC | 624 | $205.0K | 0.02% | +624 | New |
| Premier Path Wealth Partners, LLC | 629 | $206.3K | 0.04% | +629 | New |
| Delap Wealth Advisory, LLC | 631 | $206.9K | 0.08% | +631 | New |
| Benjamin F. Edwards & Company, Inc. | 631 | $207.0K | 0.00% | +19+3.1% | Added |
| Angeles Investment Advisors, LLC | 638 | $209.2K | 0.01% | +638 | New |
| Checchi Capital Advisers, LLC | 638 | $209.2K | 0.02% | +638 | New |
| West Bancorporation Inc | 639 | $209.5K | 0.14% | +639 | New |
| Marshall Financial Group LLC | 639 | $209.5K | 0.06% | +639 | New |
| Syon Capital LLC | 642 | $210.5K | 0.02% | +642 | New |
| We Are One Seven, LLC | 644 | $211.2K | 0.01% | +644 | New |
| Nicolet Bankshares Inc | 649 | $212.8K | 0.05% | +649 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 651 | $213.4K | 0.00% | +531+442.5% | Added |
| Ipswich Investment Management Co., Inc. | 655 | $214.8K | 0.05% | +655 | New |
| Patton Fund Management, Inc. | 655 | $214.8K | 0.04% | +655 | New |
| Avantax Advisory Services, Inc. | 660 | $216.3K | 0.00% | +660 | New |