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Institutional Ownership · SEC Form 13F

Who owns Align Technology (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

626
Institutional holders
71M
Shares held (tracked funds)
98.9%
Of shares outstanding

How the tape is positioned

104 tracked funds added or opened ALGN while 177 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 626 tracked filers holding ALGN, 273 increased or opened the position and 390 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2026-Q1 and 2026-Q2 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 26

  • Nearwater Capital Markets, Ltd$45M
  • Dakota Wealth Management$8M
  • Jefferies Financial Group Inc.$8M
  • 4D Advisors, LLC$6M
  • Jump Financial, LLC$5M
  • Jupiter Topco LLC$5M

Full exits 59

  • LSV ASSET MANAGEMENT$97M
  • Amundi$61M
  • SG Americas Securities, LLC$40M
  • Clark Capital Management Group, Inc.$36M
  • Pacer Advisors, Inc.$30M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$22M

Largest adds

  • GOLDMAN SACHS GROUP INC$261M
  • FMR LLC$222M
  • BlackRock, Inc.$191M
  • UBS Group AG$118M
  • DIMENSIONAL FUND ADVISORS LP$76M
  • GEODE CAPITAL MANAGEMENT, LLC$72M

Largest trims

  • Capital World Investors$121M
  • MACKENZIE FINANCIAL CORP$99M
  • CITADEL ADVISORS LLC$75M
  • NORDEA INVESTMENT MANAGEMENT AB$63M
  • Assenagon Asset Management S.A.$63M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$47M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,419,366$745M6.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added4,401,313$742M6.6%2026-Q2
FMR LLC added4,060,032$685M6.1%2026-Q2
Capital International Investors added4,045,561$682M6.1%2026-Q2
Capital World Investors trimmed3,422,385$577M5.2%2026-Q2
GOLDMAN SACHS GROUP INC added3,372,760$569M5.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed3,131,764$528M4.7%2026-Q2
STATE STREET CORP added2,558,512$432M3.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,245,315$378M3.4%2026-Q2
Ninety One UK Ltd trimmed2,209,791$373M3.3%2026-Q2
UBS Group AG added2,125,286$358M3.2%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,733,484$292M2.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,438,900$243M2.2%2026-Q2
Invesco Ltd. added1,413,567$238M2.1%2026-Q2
Ruane, Cunniff & Goldfarb L.P. trimmed1,171,455$198M1.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,071,601$181M1.6%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC added1,068,964$180M1.6%2026-Q2
MORGAN STANLEY added1,013,842$171M1.5%2026-Q2
NORGES BANK added904,623$153M1.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added899,731$151M1.4%2026-Q2
DISCIPLINED GROWTH INVESTORS INC /MN added783,178$132M1.2%2026-Q2
JPMORGAN CHASE & CO added773,182$135M1.2%2026-Q2
Senvest Management, LLC trimmed745,345$126M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added668,129$113M1.0%2026-Q2
Swedbank AB trimmed658,200$111M1.0%2026-Q2
BARCLAYS PLC trimmed640,944$108M1.0%2026-Q2
Assenagon Asset Management S.A. trimmed631,153$106M1.0%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added624,952$105M0.9%2026-Q2
DEUTSCHE BANK AG\ added591,596$100M0.9%2026-Q2
NORTHERN TRUST CORP trimmed562,241$95M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added551,912$93M0.8%2026-Q2
FEDERATED HERMES, INC. trimmed463,787$78M0.7%2026-Q2
BROWN ADVISORY INC trimmed413,611$70M0.6%2026-Q2
DAVENPORT & Co LLC trimmed384,745$65M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed375,336$63M0.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed360,198$61M0.5%2026-Q2
JENNISON ASSOCIATES LLC trimmed353,619$60M0.5%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed351,934$59M0.5%2026-Q2
Bank of New York Mellon Corp trimmed338,327$57M0.5%2026-Q2
Carmignac Gestion added316,832$53M0.5%2026-Q2
CITADEL ADVISORS LLC trimmed299,082$50M0.5%2026-Q2
Resona Asset Management Co.,Ltd. trimmed291,177$50M0.4%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added282,088$48M0.4%2026-Q2
WELLS FARGO & COMPANY/MN trimmed280,145$47M0.4%2026-Q2
Nearwater Capital Markets, Ltd new268,000$45M0.4%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added264,164$45M0.4%2026-Q2
ING GROEP NV added233,189$39M0.4%2026-Q2
NOMURA HOLDINGS INC added226,245$38M0.3%2026-Q2
Woodline Partners LP added225,971$38M0.3%2026-Q2
D. E. Shaw & Co., Inc. added211,142$36M0.3%2026-Q2
FACTORY MUTUAL INSURANCE CO trimmed210,923$36M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed210,181$36M0.3%2026-Q2
FIL Ltd added196,670$33M0.3%2026-Q2
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed194,243$33M0.3%2026-Q2
Russell Investments Group, Ltd. trimmed188,208$32M0.3%2026-Q2
Gotham Asset Management, LLC added185,954$31M0.3%2026-Q2
Allianz Asset Management GmbH added184,607$31M0.3%2026-Q2
ARMISTICE CAPITAL, LLC added180,286$30M0.3%2026-Q2
Ninety One North America, Inc. trimmed166,063$28M0.3%2026-Q2
Quantinno Capital Management LP added162,037$27M0.2%2026-Q2
OFI INVEST ASSET MANAGEMENT added160,924$24M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed158,993$27M0.2%2026-Q2
Marathon Asset Management Ltd trimmed156,954$26M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed145,068$24M0.2%2026-Q2
Nuveen, LLC added144,590$24M0.2%2026-Q2
CITIGROUP INC added142,604$24M0.2%2026-Q2
Vanguard Global Advisers, LLC trimmed141,027$24M0.2%2026-Q2
Bellevue Group AG139,680$24M0.2%2026-Q2
Artisan Partners Limited Partnership trimmed139,333$23M0.2%2026-Q2
Swiss National Bank added136,500$23M0.2%2026-Q2
Legal & General Group Plc added133,655$23M0.2%2026-Q2
RHUMBLINE ADVISERS added129,495$22M0.2%2026-Q2
Baird Financial Group, Inc. added128,428$22M0.2%2026-Q2
Caisse de depot et placement du Quebec added128,197$22M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added127,586$22M0.2%2026-Q2
COUNTRY TRUST BANK trimmed125,688$21M0.2%2026-Q2
HSBC HOLDINGS PLC trimmed123,421$21M0.2%2026-Q2
California Public Employees Retirement System trimmed120,149$20M0.2%2026-Q2
ALGERT GLOBAL LLC added117,446$20M0.2%2026-Q2
Driehaus Capital Management LLC added115,255$19M0.2%2026-Q2
Engineers Gate Manager LP added112,973$19M0.2%2026-Q2
Vident Advisory, LLC trimmed109,692$19M0.2%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed108,933$18M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed108,632$18M0.2%2026-Q2
ROYAL BANK OF CANADA added107,880$18M0.2%2026-Q2
CAPITAL INTERNATIONAL SARL trimmed107,855$18M0.2%2026-Q2
MACQUARIE GROUP LTD added102,967$17M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added98,006$17M0.1%2026-Q2
CAPITAL FUND MANAGEMENT S.A. trimmed93,349$16M0.1%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added85,166$14M0.1%2026-Q2
Bridgewater Associates, LP added82,400$14M0.1%2026-Q2
INVESTMENT HOUSE LLC82,387$14M0.1%2026-Q2
VAN ECK ASSOCIATES CORP added81,500$14M0.1%2026-Q2
Distillate Capital Partners LLC trimmed79,557$13M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed78,822$13M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added78,531$13M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed77,121$13M0.1%2026-Q2
STIFEL FINANCIAL CORP added75,486$13M0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed71,285$12M0.1%2026-Q2
Creative Planning added69,292$12M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership