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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 2024

Institutional positions in Align Technology Inc as of Dec 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
723
−1 vs. Q3 2024
Shares held
65.8M
+136.1K (+0.2%) vs. Q3 2024
Total value
$13.7B
−$2.95B (−17.7%) vs. Q3 2024
New holders
111
217 more added
Sold out
112
278 more reduced

13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 723 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 2024: $13.7B
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 2024

Shares, value and share of portfolio for each institution holding Align Technology Inc; share changes are against Q3 2024.

Institutions holding ALGN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Darwin Advisors, LLC1$2080.00%−2−66.7%Reduced
Chesapeake Asset Management LLC1$2080.00%00.0%Unchanged
ORG Wealth Partners, LLC1$2080.00%00.0%Unchanged
WestEnd Advisors, LLC1$2090.00%00.0%Unchanged
Core Alternative Capital1$2090.00%00.0%Unchanged
NewSquare Capital LLC1$2090.00%+1New
SWAN Capital LLC1$2090.00%+1New
Aspect Partners, LLC1$2090.00%+1New
Global Financial Private Client, LLC1$2090.00%+1New
Parkworth Wealth Management, Inc.1$2090.00%+1New
Whipplewood Advisors, LLC1$2090.00%+1New
Winnow Wealth LLC2$3320.00%+2New
CoreCap Advisors, LLC2$4170.00%−12−85.7%Reduced
Sanctuary Wealth Management, L.L.C.2$4170.00%00.0%Unchanged
Tucker Asset Management LLC2$4170.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$4170.00%+2New
Valued Wealth Advisors LLC2$4180.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$4180.00%+2New
WealthTrak Capital Management LLC2$4180.00%+2New
Coppell Advisory Solutions LLC3$6200.00%00.0%Unchanged
Anchor Investment Management, LLC3$6260.00%00.0%Unchanged
Solstein Capital, LLC3$6260.00%00.0%Unchanged
Sound Income Strategies, LLC3$6260.00%00.0%Unchanged
SJS Investment Consulting Inc.3$6260.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$6260.00%+3New
Heritage Wealth Advisors4$8340.00%+1+33.3%Added
Golden State Wealth Management, LLC4$8340.00%+4New
Avion Wealth7$1.00K0.00%−2−22.2%Reduced
Financial Network Wealth Advisors LLC5$1.04K0.00%−22−81.5%Reduced
Key Financial Inc5$1.04K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$1.04K0.00%00.0%Unchanged
Pineridge Advisors LLC5$1.04K0.00%00.0%Unchanged
Creative Financial Designs Inc6$1.25K0.00%+6New
Midwest Capital Advisors, LLC6$1.25K0.00%+6New
Medallion Wealth Advisors, LLC6$1.25K0.00%+6New
True Wealth Design, LLC6$1.25K0.00%−102−94.4%Reduced
Sachetta, LLC6$1.25K0.00%−5−45.5%Reduced
Hexagon Capital Partners LLC7$1.46K0.00%+5+250.0%Added
Raffa Wealth Management, LLC8$1.67K0.00%00.0%Unchanged
Lummis Asset Management, LP8$1.67K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC8$1.67K0.00%00.0%Unchanged
Clark Wealth Partners9$1.88K0.00%+9New
Capital Advisors, Ltd. LLC9$2.00K0.00%−3−25.0%Reduced
Coston, McIsaac & Partners12$2.00K0.00%00.0%Unchanged
Adirondack Trust Co10$2.08K0.00%00.0%Unchanged
TFC Financial Management11$2.29K0.00%−29−72.5%Reduced
NVWM, LLC11$2.29K0.00%−3−21.4%Reduced
Asset Dedication, LLC12$2.50K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC12$2.50K0.00%+12New
Dunhill Financial, LLC13$2.78K0.00%−922−98.6%Reduced
City State Bank14$2.92K0.00%00.0%Unchanged
St Germain D J Co Inc15$3.13K0.00%00.0%Unchanged
Princeton Global Asset Management LLC15$3.13K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC15$3.13K0.00%+7+87.5%Added
Raleigh Capital Management Inc.16$3.34K0.00%−37−69.8%Reduced
Archer Investment Corp16$3.34K0.00%00.0%Unchanged
Red Tortoise LLC16$3.34K0.00%00.0%Unchanged
WealthCollab, LLC16$3.34K0.00%00.0%Unchanged
Eagle Bay Advisors LLC17$3.54K0.00%−5−22.7%Reduced
Atticus Wealth Management, LLC17$3.54K0.00%00.0%Unchanged
Anfield Capital Management, LLC17$3.54K0.00%00.0%Unchanged
Investors Research Corp17$3.54K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC17$3.54K0.00%+16+1,600.0%Added
Fairfield Financial Advisors, LTD18$3.75K0.00%00.0%Unchanged
Aventura Private Wealth, LLC18$3.75K0.00%+18New
Bell Investment Advisors, Inc18$3.75K0.00%−9−33.3%Reduced
HM Payson & Co18$3.75K0.00%−2−10.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC18$3.75K0.00%+18New
Close Asset Management Ltd20$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.22$4.59K0.00%−4−15.4%Reduced
Riverview Trust Co24$5.00K0.00%−2−7.7%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.25$5.21K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC25$5.21K0.00%−24−49.0%Reduced
Ancora Advisors, LLC25$5.21K0.00%+25New
Rothschild Investment LLC26$5.42K0.00%−132−83.5%Reduced
Manchester Capital Management LLC26$5.42K0.00%−29−52.7%Reduced
Independence Bank of Kentucky28$5.84K0.00%00.0%Unchanged
Banque Transatlantique SA29$6.01K0.00%+29New
Lowe Wealth Advisors, LLC30$6.25K0.00%00.0%Unchanged
Private Wealth Management Group, LLC30$6.26K0.00%−8−21.1%Reduced
Meeder Asset Management Inc32$6.67K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc32$6.67K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.32$6.67K0.00%00.0%Unchanged
Cornerstone Planning Group LLC30$6.89K0.00%−1−3.2%Reduced
DT Investment Partners, LLC34$7.09K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC35$7.30K0.01%+35New
Kiely Wealth Advisory Group, Inc.35$7.42K0.00%00.0%Unchanged
LGT Financial Advisors LLC38$7.92K0.02%00.0%Unchanged
Nemes Rush Group LLC40$8.34K0.00%+5+14.3%Added
Fortitude Family Office, LLC40$8.34K0.00%00.0%Unchanged
Barrett & Company, Inc.41$8.55K0.00%+26+173.3%Added
Bayforest Capital Ltd42$8.76K0.01%+42New
Harbor Investment Advisory, LLC44$9.17K0.00%00.0%Unchanged
Bogart Wealth, LLC47$9.80K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc48$10.0K0.00%00.0%Unchanged
Sierra Ocean, LLC50$10.4K0.01%+50New
GW&K Investment Management, LLC51$11.0K0.00%+3+6.3%Added
Larson Financial Group LLC53$11.1K0.00%+50+1,666.7%Added
Rise Advisors, LLC54$11.3K0.01%+2+3.8%Added