ALGN · Company research
Align Technology Inc (ALGN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8004 | 1349955 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1181 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 169 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63768 | 10755111 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1565 | 263997 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4401313 | 742325451 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 27829 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3551 | 598 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1349 | 242084 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ruane, Cunniff & Goldfarb L.P. | 1720792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1171455 | 197577600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121 | 20408 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118771 | 20031917 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284513 | 287549 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 337 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 7421 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1012 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1751 | 295324 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8560 | 1444 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1275344 | 215099563 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1599 | 269687 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1856 | 313033 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2613 | 440709 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2667 | 449816 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15400 | 2597364 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1856 | 313033 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146 | 24624 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 15179 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 3373 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 46382 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Skylands Capital, LLC | 1299910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15550 | 2622663 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 596 | 100522 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10372 | 1749341 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALIFORNIA FIRST LEASING CORP | 803016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44925 | 7577051 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 668110 | 112683433 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4235 | 714276 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 748 | 294974 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Evanson Financial, LLC | 2140235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 202392 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4034 | 691549 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11961 | 2017 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14759 | 2489253 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11102 | 1872463 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 337 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12291 | 2131628 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20139 | 3396641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10740 | 1811409 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1012 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1284258 | 216602941 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18980 | 3201167 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10184 | 1717633 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415858 | 70138610 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 487 | 92204 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138 | 23275 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1258384 | 212239045 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56392 | 9452991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146 | 24624 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9578 | 1615425 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Modera Wealth Management, LLC | 1542143 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14463 | 2439330 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45617 | 7693763 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 675 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Bellevue Group AG | 1674546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139680 | 23558429 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1498 | 252653 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162 | 27323 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capital Investment Advisors, LLC | 1582732 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1487 | 250797 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Marathon Asset Management Ltd | 1861026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156954 | 26471781 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6535 | 1102193 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93300 | 15735979 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Simplicity Wealth,LLC | 1913243 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1297 | 218752 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5610 | 946183 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295 | 49755 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA | 9631 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8358 | 1409698 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260 | 43852 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 932724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1625 | 274073 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 3036 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TFC Financial Management, Inc. | 1827844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 506 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 1280487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5739 | 967938 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19877 | 3352077 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245 | 41322 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 607176 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 445 | 75054 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4281 | 722033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.