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Institutional Ownership · SEC Form 13F

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.

689
Institutional holders
69,531,303
Shares held (tracked funds)
97.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new4,389,119$752M6.0%2026-Q1
Capital World Investors added4,072,296$698M5.5%2026-Q1
Capital International Investors trimmed3,809,202$653M5.2%2026-Q1
BlackRock, Inc. trimmed3,231,523$554M4.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,150,783$540M4.3%2026-Q1
FMR LLC added2,699,010$463M3.7%2026-Q1
STATE STREET CORP trimmed2,516,254$431M3.4%2026-Q1
Ninety One UK Ltd added2,228,214$382M3.0%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added1,902,905$326M2.6%2026-Q1
GOLDMAN SACHS GROUP INC added1,796,251$308M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,790,704$306M2.4%2026-Q1
UBS Group AG added1,405,155$241M1.9%2026-Q1
Invesco Ltd. trimmed1,258,501$216M1.7%2026-Q1
Ruane, Cunniff & Goldfarb L.P. trimmed1,206,535$207M1.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,054,633$181M1.4%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added1,031,324$177M1.4%2026-Q1
MORGAN STANLEY added1,013,322$174M1.4%2026-Q1
Assenagon Asset Management S.A. added989,388$170M1.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added972,519$167M1.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed892,971$150M1.2%2026-Q1
NORGES BANK trimmed878,297$140M1.1%2026-Q1
DISCIPLINED GROWTH INVESTORS INC /MN trimmed775,826$133M1.1%2026-Q1
Senvest Management, LLC added754,797$129M1.0%2026-Q1
JPMORGAN CHASE & CO added760,802$126M1.0%2026-Q1
CITADEL ADVISORS LLC added730,025$125M1.0%2026-Q1
BARCLAYS PLC added702,518$120M1.0%2026-Q1
Swedbank AB added690,200$118M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added643,483$110M0.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added625,826$107M0.9%2026-Q1
MACKENZIE FINANCIAL CORP trimmed580,707$100M0.8%2026-Q1
NORTHERN TRUST CORP trimmed569,388$98M0.8%2026-Q1
LSV ASSET MANAGEMENT added565,212$97M0.8%2026-Q1
FEDERATED HERMES, INC. trimmed493,328$85M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed482,381$83M0.7%2026-Q1
JENNISON ASSOCIATES LLC added453,207$78M0.6%2026-Q1
BROWN ADVISORY INC added434,105$74M0.6%2026-Q1
Bank of New York Mellon Corp added399,513$68M0.5%2026-Q1
DAVENPORT & Co LLC added396,854$68M0.5%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed377,565$65M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new376,884$65M0.5%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed385,731$64M0.5%2026-Q1
Amundi trimmed358,728$61M0.5%2026-Q1
WELLS FARGO & COMPANY/MN added328,068$56M0.4%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added308,053$53M0.4%2026-Q1
Resona Asset Management Co.,Ltd. trimmed294,476$50M0.4%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added281,412$48M0.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed273,926$47M0.4%2026-Q1
SG Americas Securities, LLC added232,442$40M0.3%2026-Q1
FACTORY MUTUAL INSURANCE CO added228,693$39M0.3%2026-Q1
DEUTSCHE BANK AG\ added226,228$39M0.3%2026-Q1
Russell Investments Group, Ltd. added219,692$38M0.3%2026-Q1
Artisan Partners Limited Partnership trimmed217,158$37M0.3%2026-Q1
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed211,903$36M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added232,460$36M0.3%2026-Q1
Clark Capital Management Group, Inc. new209,278$36M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added203,998$35M0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ added200,717$34M0.3%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC added196,512$34M0.3%2026-Q1
Marathon Asset Management Ltd added191,709$33M0.3%2026-Q1
OSSIAM added189,015$32M0.3%2026-Q1
ING GROEP NV added187,453$32M0.3%2026-Q1
Pacer Advisors, Inc. added519,120$30M0.2%2026-Q1
Ninety One North America, Inc. added172,379$30M0.2%2026-Q1
ExodusPoint Capital Management, LP added169,936$29M0.2%2026-Q1
Gotham Asset Management, LLC added169,256$29M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed167,531$29M0.2%2026-Q1
Allianz Asset Management GmbH added166,109$28M0.2%2026-Q1
ARMISTICE CAPITAL, LLC added157,959$27M0.2%2026-Q1
Freestone Grove Partners LP added152,706$26M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added150,475$26M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added146,678$25M0.2%2026-Q1
HSBC HOLDINGS PLC added145,875$25M0.2%2026-Q1
Vanguard Global Advisers, LLC new143,898$25M0.2%2026-Q1
Nuveen, LLC trimmed140,210$24M0.2%2026-Q1
Bellevue Group AG trimmed139,680$24M0.2%2026-Q1
Swiss National Bank trimmed134,900$23M0.2%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added130,314$22M0.2%2026-Q1
RHUMBLINE ADVISERS added128,481$22M0.2%2026-Q1
COUNTRY TRUST BANK added128,252$22M0.2%2026-Q1
Legal & General Group Plc trimmed126,619$22M0.2%2026-Q1
Caisse de depot et placement du Quebec added125,887$22M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added125,127$22M0.2%2026-Q1
California Public Employees Retirement System trimmed120,619$21M0.2%2026-Q1
CITIGROUP INC trimmed115,646$20M0.2%2026-Q1
Baird Financial Group, Inc. added115,483$20M0.2%2026-Q1
VANGUARD GROUP INC trimmed7,876,201$1.2B9.8%2025-Q4 stale
T. Rowe Price Investment Management, Inc. trimmed1,197,353$187M1.5%2025-Q4 stale
Holocene Advisors, LP added1,429,761$179M1.4%2025-Q3 stale
Bares Capital Management, Inc. added609,722$76M0.6%2025-Q3 stale
BRAIDWELL LP trimmed381,004$59M0.5%2025-Q4 stale
Employees Provident Fund Board395,688$50M0.4%2025-Q3 stale
Artemis Investment Management LLP added213,660$40M0.3%2025-Q2 stale
Carmignac Gestion added246,101$38M0.3%2025-Q4 stale
Alyeska Investment Group, L.P.180,000$34M0.3%2025-Q2 stale
HAWK RIDGE CAPITAL MANAGEMENT LP trimmed230,231$29M0.2%2025-Q3 stale
Polar Asset Management Partners Inc. trimmed128,622$24M0.2%2025-Q2 stale
THOMPSON SIEGEL & WALMSLEY LLC added155,640$24M0.2%2025-Q4 stale
ARGENT CAPITAL MANAGEMENT LLC added113,417$21M0.2%2025-Q2 stale
CIBC WORLD MARKETS CORP added133,986$21M0.2%2025-Q4 stale
Qube Research & Technologies Ltd trimmed133,966$21M0.2%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.

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