Institutional Ownership Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN). We have compiled data on the 803 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
6
shares
|
$1,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6
shares
|
$1,028
0.0% of portfolio
|
Q4 2024
Reduced 94.44%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
5
shares
|
$857
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
5
shares
|
$857
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
5
shares
|
$857
0.0% of portfolio
|
Q1 2025
Reduced 77.27%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
5
shares
|
$857
0.0% of portfolio
|
Q1 2024
Reduced 84.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
5
shares
|
$857
0.0% of portfolio
|
Q4 2024
Reduced 81.48%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5
shares
|
$857
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$685
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4
shares
|
$685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$685
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4
shares
|
$685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3
shares
|
$514
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3
shares
|
$514
0.0% of portfolio
|
Q2 2024
Reduced 81.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3
shares
|
$514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
3
shares
|
$514
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3
shares
|
$514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3
shares
|
$514
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2
shares
|
$342
0.0% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2
shares
|
$342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2
shares
|
$342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2
shares
|
$342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2
shares
|
$342
0.0% of portfolio
|
Q4 2024
New holding
|