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ALGN · Align Technology Inc · Holdings

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$148.97 -0.04 (-0.02%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.58B
Shares
71.04M
Volume · Oct 20 411.75K Avg daily vol (3M) 919.95K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of ALGN: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 683
Total Value: $12,366,657,655
Total Shares: 73,838,319
Showing 1–100 of 712 holdings by value · page 1 of 8

Institutional Ownership Trend

27 quarters

Superinvestors Holding ALGN

All superinvestors →
Ruane Cunniff $197,577,600 Joel Greenblatt $31,363,001 Ray Dalio $13,897,584

Holder Concentration

Across 682 13F filers
Top Holder
6.0%
Sep 2023 → Jun 2026 · range 6.0% – 12.7%
of institutional value
Top 5
27.6%
Sep 2023 → Jun 2026 · range 27.6% – 35.9%
of institutional value
Top 10
46.0%
Sep 2023 → Jun 2026 · range 41.8% – 48.0%
of institutional value
HHI
274
Sep 2023 → Jun 2026 · range 254 – 393
Broadly held

Who Holds ALGN

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 677 filers, like-for-like change +3.0%; actively managed books +0.3%; index-like books +9.7%.

Holder type Share Filers Change
Registered adviser 40.0% 350 -4.1%
Exempt adviser 0.0% 2 -90.8%
Adviser 13.6% 12 -3.6%
Bank 12.3% 32 +6.3%
Insurer 0.2% 4 +22.4%
Broker-dealer 0.1% 3 -10.9%
Benefit plan 0.3% 8 -10.8%
Non-US 3.5% 17 +22.3%
Holding company 18.5% 11 +30.4%
Registered fund 0.0% 0 —
Unknown 11.4% 238 -1.5%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 7 holders with no observed 2026-03-31 13F and 9 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

768 13F filers, quarter ended Jun 30, 2024

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
7
0.911% of filers hold it in their top 10
Mar 31, 2024: 8
Holders above 5%
1
median weight 0.024%
Mar 31, 2024: 4
Crowding
19.2%
of shares outstanding, 58th percentile
Mar 31, 2024: 22.3%
Private-fund advisers
18.3%
of shares outstanding
Institutional ownership
86.4%
87.0% of the estimated free float
Top 10 holders
44.7%
of 13F shares, Herfindahl 0.041
Active holders
-3.0%
like-for-like share change of active filers
5% stakes on record
2
0 13D, 2 13G (2 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 16.1 quarters
Under 1 year 5.56% 1 to 3 years 7.94% 3 years or more 86.5% Since coverage start 0.000%

Estimated Holder Cost Basis

Quarter ended Jun 30, 2024, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$291.05
estimated per share
Mar 31, 2024: $292.71
Quarter-end price
$241.42
implied by 13F values
Estimated gain or loss
-17.0%
price against the estimated cost
Estimated at a loss
94.4%
of costed 13F value

Estimated cost covers 15.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shareholder Targets

13F filers that own its peers but not ALGN, quarter ended Jun 30, 2024

ALGN has no holder-overlap peers, so these filers hold the largest Healthcare stocks: LLY, UNH, JNJ, MRK, ABBV, TMO, DHR, ABT, ISRG, AMGN, ELV, VRTX, PFE, BSX, SYK, REGN, MDT, CI, ZTS, GILD. 4,549 filers in all.

# Filer In peers
1 LILLY ENDOWMENT INC Unknown, Unknown $88,154,468,545 1 held
2 Capital Research Global Investors Adviser, Diversified active $51,774,837,378 18 held
3 Capital International Investors Adviser, Diversified active $41,349,051,108 11 held
4 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $27,076,412,340 10 held
5 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active $25,723,642,083 10 held
6 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $11,949,383,310 13 held
7 Clearbridge Investments, LLC Registered adviser, Diversified active $10,898,799,329 20 held
8 Dodge & Cox Registered adviser, Diversified active $10,267,845,835 18 held
9 Sanders Capital, LLC Registered adviser, Concentrated $8,952,028,846 6 held
10 Grantham, Mayo, Van Otterloo & Co. LLC Adviser, Diversified active $5,715,414,634 13 held

Fund Ownership of ALGN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 20.20% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.28% 3,040,534
Index ETFs 15.92% 11,309,926
Active ETFs 1.32% 934,313
Active funds 19.62% 13,940,178
Unclassified 2.01% 1,427,998
All registered funds 43.15% 30,652,949
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 349 Exempt adviser 4 Adviser 12 Bank 32 Insurer 4 Broker-dealer 3 Benefit plan 8 Non-US 17 Holding company 11 Unknown 243
Showing 100 of 712
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $745,370,259 6.03% 4,419,366
VANGUARD CAPITAL MANAGEMENT LLC $742,325,450 6.00% 4,401,313
FMR LLC $684,764,995 5.54% 4,060,032
Capital International Investors $682,324,318 5.52% 4,045,561
Capital World Investors $577,219,454 4.67% 3,422,385
GOLDMAN SACHS GROUP INC $568,849,698 4.60% 3,372,760
VANGUARD PORTFOLIO MANAGEMENT LLC $528,203,316 4.27% 3,131,764
STATE STREET CORP $431,518,633 3.49% 2,558,512
GEODE CAPITAL MANAGEMENT, LLC $378,694,827 3.06% 2,245,315
UBS Group AG $358,450,733 2.90% 2,125,286
Ninety One UK Ltd $310,121,812 2.51% 2,133,621
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $292,369,411 2.36% 1,733,484
DIMENSIONAL FUND ADVISORS LP $242,684,872 1.96% 1,438,900
Invesco Ltd. $238,412,206 1.93% 1,413,567
Ruane, Cunniff & Goldfarb L.P. $197,577,600 1.60% 1,171,455
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $180,736,224 1.46% 1,071,601
JACOBS LEVY EQUITY MANAGEMENT, INC $180,291,468 1.46% 1,068,964
MORGAN STANLEY $170,994,583 1.38% 1,013,842
NORGES BANK $152,573,715 1.23% 904,623
AQR CAPITAL MANAGEMENT LLC $151,748,626 1.23% 899,731
Assenagon Asset Management S.A. $140,248,651 1.13% 964,903
DISCIPLINED GROWTH INVESTORS INC /MN $132,090,801 1.07% 783,178
JPMORGAN CHASE & CO $130,404,870 1.05% 773,182
Senvest Management, LLC $125,709,887 1.02% 745,345
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $112,686,636 0.91% 668,129
Swedbank AB $111,012,012 0.90% 658,200
LSV ASSET MANAGEMENT $110,566,918 0.89% 655,561
BARCLAYS PLC $108,101,614 0.87% 640,944
VOYA INVESTMENT MANAGEMENT LLC $105,404,403 0.85% 624,952
DEUTSCHE BANK AG\ $99,778,577 0.81% 591,596
NORTHERN TRUST CORP $94,827,564 0.77% 562,241
BANK OF AMERICA CORP /DE/ $93,085,474 0.75% 551,912
SUSQUEHANNA INTERNATIONAL GROUP, LLP $79,759,314 0.64% 472,900
FEDERATED HERMES, INC. $78,222,314 0.63% 463,787
Amundi $73,309,080 0.59% 434,656
BROWN ADVISORY INC $69,759,630 0.56% 413,611
VANGUARD FIDUCIARY TRUST CO $63,304,169 0.51% 375,336
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $60,750,990 0.49% 360,198
JENNISON ASSOCIATES LLC $59,641,380 0.48% 353,619
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $59,357,188 0.48% 351,934
Bank of New York Mellon Corp $57,062,222 0.46% 338,327
SUSQUEHANNA INTERNATIONAL GROUP, LLP $56,163,780 0.45% 333,000
Carmignac Gestion $53,436,885 0.43% 316,832
CITADEL ADVISORS LLC $50,443,169 0.41% 299,082
Resona Asset Management Co.,Ltd. $49,109,912 0.40% 291,177
KEYBANK NATIONAL ASSOCIATION/OH $47,576,961 0.38% 282,088
WELLS FARGO & COMPANY/MN $47,249,253 0.38% 280,145
Nearwater Capital Markets, Ltd $45,200,880 0.37% 268,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $44,553,900 0.36% 264,164
ING GROEP NV $39,329,656 0.32% 233,189
NOMURA HOLDINGS INC $38,158,481 0.31% 226,245
Woodline Partners LP $38,112,268 0.31% 225,971
DAVENPORT & Co LLC $37,238,815 0.30% 256,201
D. E. Shaw & Co., Inc. $35,611,209 0.29% 211,142
FACTORY MUTUAL INSURANCE CO $35,574,273 0.29% 210,923
ALLIANCEBERNSTEIN L.P. $35,449,127 0.29% 210,181
FIL Ltd $33,170,361 0.27% 196,670
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $32,761,024 0.26% 194,243
Russell Investments Group, Ltd. $31,743,154 0.26% 188,208
Gotham Asset Management, LLC $31,363,001 0.25% 185,954
ARMISTICE CAPITAL, LLC $30,407,036 0.25% 180,286
Allianz Asset Management GmbH $28,998,219 0.23% 171,933
Quantinno Capital Management LP $27,329,160 0.22% 162,037
OFI INVEST ASSET MANAGEMENT $27,141,441 0.22% 160,924
RAYMOND JAMES FINANCIAL INC $26,815,758 0.22% 158,993
Marathon Asset Management Ltd $26,471,861 0.21% 156,954
BNP PARIBAS ARBITRAGE, SA $24,467,168 0.20% 145,068
Nuveen, LLC $24,386,547 0.20% 144,590
CITIGROUP INC $24,051,589 0.19% 142,604
Vanguard Global Advisers, LLC $23,785,613 0.19% 141,027
Bellevue Group AG $23,558,428 0.19% 139,680
Artisan Partners Limited Partnership $23,499,903 0.19% 139,333
SG Americas Securities, LLC $23,413,212 0.19% 138,819
Swiss National Bank $23,022,090 0.19% 136,500
Ninety One North America, Inc. $22,633,756 0.18% 155,719
Legal & General Group Plc $22,542,251 0.18% 133,655
RHUMBLINE ADVISERS $21,840,626 0.18% 129,495
Baird Financial Group, Inc. $21,660,665 0.18% 128,428
Caisse de depot et placement du Quebec $21,621,706 0.17% 128,197
Universal- Beteiligungs- und Servicegesellschaft mbH $21,518,654 0.17% 127,586
CITADEL ADVISORS LLC $21,369,222 0.17% 126,700
COUNTRY TRUST BANK $21,198,538 0.17% 125,688
HSBC HOLDINGS PLC $20,816,183 0.17% 123,421
California Public Employees Retirement System $20,264,330 0.16% 120,149
ALGERT GLOBAL LLC $19,808,442 0.16% 117,446
Driehaus Capital Management LLC $19,438,908 0.16% 115,255
Engineers Gate Manager LP $19,054,026 0.15% 112,973
Vident Advisory, LLC $18,500,651 0.15% 109,692
SILVERCREST ASSET MANAGEMENT GROUP LLC $18,372,639 0.15% 108,933
ENVESTNET ASSET MANAGEMENT INC $18,321,873 0.15% 108,632
ROYAL BANK OF CANADA $18,195,039 0.15% 107,880
CAPITAL INTERNATIONAL SARL $18,190,824 0.15% 107,855
MACQUARIE GROUP LTD $17,366,414 0.14% 102,967
PRICE T ROWE ASSOCIATES INC /MD/ $16,529,691 0.13% 98,006
CAPITAL FUND MANAGEMENT S.A. $15,744,242 0.13% 93,349
CITADEL ADVISORS LLC $14,825,214 0.12% 87,900
Mitsubishi UFJ Asset Management Co., Ltd. $14,364,097 0.12% 85,166
C WorldWide Group Holding A/S $14,070,966 0.11% 83,428
Bridgewater Associates, LP $13,897,584 0.11% 82,400
VAN ECK ASSOCIATES CORP $13,745,789 0.11% 81,500

Showing the top 100 of 712 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1097149 CUSIP 016255101 13F (30d) 78 filings 73 filers Visit website Investor relations