Who owns ALGN (ALGN)
Which tracked institutional funds hold ALGN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALGN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
212 tracked funds added or opened ALGN while 131 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALGN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ALGN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ALGN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 688 tracked filers holding ALGN, 369 increased or opened the position and 311 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALGN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- VANGUARD CAPITAL MANAGEMENT LLC$752M
- VANGUARD PORTFOLIO MANAGEMENT LLC$540M
- VANGUARD FIDUCIARY TRUST CO$65M
- Clark Capital Management Group, Inc.$36M
- Freestone Grove Partners LP$26M
- Vanguard Global Advisers, LLC$25M
Full exits 46
- VANGUARD GROUP INC$1.2B
- T. Rowe Price Investment Management, Inc.$187M
- BRAIDWELL LP$59M
- Carmignac Gestion$38M
- THOMPSON SIEGEL & WALMSLEY LLC$24M
- CIBC WORLD MARKETS CORP$21M
Largest adds
- Capital World Investors$465M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$207M
- UBS Group AG$203M
- GOLDMAN SACHS GROUP INC$188M
- FMR LLC$150M
- Assenagon Asset Management S.A.$139M
Largest trims
- BlackRock, Inc.$127M
- MILLENNIUM MANAGEMENT LLC$102M
- Capital International Investors$72M
- BANK OF AMERICA CORP /DE/$61M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$42M
- AQR CAPITAL MANAGEMENT LLC$37M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,389,119 | $752M | 6.0% | 2026-Q1 |
| Capital World Investors added | 4,072,296 | $698M | 5.5% | 2026-Q1 |
| Capital International Investors trimmed | 3,809,202 | $653M | 5.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,231,523 | $554M | 4.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,150,783 | $540M | 4.3% | 2026-Q1 |
| FMR LLC added | 2,699,010 | $463M | 3.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,516,254 | $431M | 3.4% | 2026-Q1 |
| Ninety One UK Ltd added | 2,228,214 | $382M | 3.0% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 1,902,905 | $326M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,796,251 | $308M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,790,704 | $306M | 2.4% | 2026-Q1 |
| UBS Group AG added | 1,405,155 | $241M | 1.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,258,501 | $216M | 1.7% | 2026-Q1 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 1,206,535 | $207M | 1.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,054,633 | $181M | 1.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,031,324 | $177M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,013,322 | $174M | 1.4% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 989,388 | $170M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 972,519 | $167M | 1.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 892,971 | $150M | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 878,297 | $140M | 1.1% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 775,826 | $133M | 1.1% | 2026-Q1 |
| Senvest Management, LLC added | 754,797 | $129M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 760,802 | $126M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 730,025 | $125M | 1.0% | 2026-Q1 |
| BARCLAYS PLC added | 702,518 | $120M | 1.0% | 2026-Q1 |
| Swedbank AB added | 690,200 | $118M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 643,483 | $110M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 625,826 | $107M | 0.9% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 580,707 | $100M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 569,388 | $98M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 565,212 | $97M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 493,328 | $85M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 482,381 | $83M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 453,207 | $78M | 0.6% | 2026-Q1 |
| BROWN ADVISORY INC added | 434,105 | $74M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 399,513 | $68M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC added | 396,854 | $68M | 0.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 377,565 | $65M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 376,884 | $65M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 385,731 | $64M | 0.5% | 2026-Q1 |
| Amundi trimmed | 358,728 | $61M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 328,068 | $56M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 308,053 | $53M | 0.4% | 2026-Q1 |
| Resona Asset Management Co.,Ltd. trimmed | 294,476 | $50M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 281,412 | $48M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 273,926 | $47M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC added | 232,442 | $40M | 0.3% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO added | 228,693 | $39M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 226,228 | $39M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 219,692 | $38M | 0.3% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 217,158 | $37M | 0.3% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 211,903 | $36M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 232,460 | $36M | 0.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. new | 209,278 | $36M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 203,998 | $35M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 200,717 | $34M | 0.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 196,512 | $34M | 0.3% | 2026-Q1 |
| Marathon Asset Management Ltd added | 191,709 | $33M | 0.3% | 2026-Q1 |
| OSSIAM added | 189,015 | $32M | 0.3% | 2026-Q1 |
| ING GROEP NV added | 187,453 | $32M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 519,120 | $30M | 0.2% | 2026-Q1 |
| Ninety One North America, Inc. added | 172,379 | $30M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 169,936 | $29M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 169,256 | $29M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 167,531 | $29M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 166,109 | $28M | 0.2% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC added | 157,959 | $27M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP added | 152,706 | $26M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 150,475 | $26M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 146,678 | $25M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 145,875 | $25M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 143,898 | $25M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 140,210 | $24M | 0.2% | 2026-Q1 |
| Bellevue Group AG trimmed | 139,680 | $24M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 134,900 | $23M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 130,314 | $22M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 128,481 | $22M | 0.2% | 2026-Q1 |
| COUNTRY TRUST BANK added | 128,252 | $22M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 126,619 | $22M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 125,887 | $22M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 125,127 | $22M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 120,619 | $21M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 115,646 | $20M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 115,483 | $20M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,876,201 | $1.2B | 9.8% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 1,197,353 | $187M | 1.5% | 2025-Q4 stale |
| Holocene Advisors, LP added | 1,429,761 | $179M | 1.4% | 2025-Q3 stale |
| Bares Capital Management, Inc. added | 609,722 | $76M | 0.6% | 2025-Q3 stale |
| BRAIDWELL LP trimmed | 381,004 | $59M | 0.5% | 2025-Q4 stale |
| Employees Provident Fund Board | 395,688 | $50M | 0.4% | 2025-Q3 stale |
| Artemis Investment Management LLP added | 213,660 | $40M | 0.3% | 2025-Q2 stale |
| Carmignac Gestion added | 246,101 | $38M | 0.3% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. | 180,000 | $34M | 0.3% | 2025-Q2 stale |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 230,231 | $29M | 0.2% | 2025-Q3 stale |
| Polar Asset Management Partners Inc. trimmed | 128,622 | $24M | 0.2% | 2025-Q2 stale |
| THOMPSON SIEGEL & WALMSLEY LLC added | 155,640 | $24M | 0.2% | 2025-Q4 stale |
| ARGENT CAPITAL MANAGEMENT LLC added | 113,417 | $21M | 0.2% | 2025-Q2 stale |
| CIBC WORLD MARKETS CORP added | 133,986 | $21M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 133,966 | $21M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.