Who holds ALGNticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALIGN TECHNOLOGY INC · COM · quarter ended 2026-03-31 · 12 members disclosed ALGN ↗

550

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$10.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

281

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ALGN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	$752M	4,389,119	—	no prior
2	BlackRock, Inc.	$735M	4,289,924	−70,636	trim
3	Capital World Investors	$698M	4,072,296	+2,581,793	add
4	Capital International Investors	$653M	3,809,202	−834,019	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$540M	3,150,783	—	no prior
6	FMR LLC	$463M	2,700,359	+700,828	add
7	STATE STREET CORP	$431M	2,516,254	−12,004	trim
8	GEODE CAPITAL MANAGEMENT, LLC	$306M	1,790,704	+30,817	add
9	UBS Group AG	$241M	1,405,155	+1,160,032	add
10	Invesco Ltd.	$225M	1,312,514	+46,932	add
11	Ruane, Cunniff & Goldfarb L.P.	$207M	1,206,535	−15,999	trim
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$181M	1,054,633	+49,220	add
13	JACOBS LEVY EQUITY MANAGEMENT, INC	$177M	1,031,324	+25,487	add
14	MORGAN STANLEY	$174M	1,013,322	+68,472	add
15	Assenagon Asset Management S.A.	$170M	989,388	+796,529	add
16	DIMENSIONAL FUND ADVISORS LP	$167M	972,519	+170,523	add
17	AQR CAPITAL MANAGEMENT LLC	$150M	893,206	−303,222	trim
18	Senvest Management, LLC	$129M	754,797	+59,855	add
19	CITADEL ADVISORS LLC	$125M	730,025	+209,574	add
20	BARCLAYS PLC	$120M	702,518	+475,551	add
21	Swedbank AB	$118M	690,200	+54,038	add
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$110M	643,483	+16,715	add
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$107M	625,826	+160,759	add
24	MACKENZIE FINANCIAL CORP	$99.6M	580,707	−80,989	trim
25	NORTHERN TRUST CORP	$97.6M	569,388	−1,822	trim
26	FEDERATED HERMES, INC.	$84.6M	493,328	−27,134	trim
27	BANK OF AMERICA CORP /DE/	$82.7M	482,381	−439,567	trim
28	JENNISON ASSOCIATES LLC	$77.7M	453,207	+303,623	add
29	BROWN ADVISORY INC	$74.4M	434,105	+1,921	add
30	Bank of New York Mellon Corp	$68.5M	399,513	+10,266	add
31	DAVENPORT & Co LLC	$68.0M	396,854	+23,343	add
32	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$64.7M	377,565	+377,565	new
33	VANGUARD FIDUCIARY TRUST CO	$64.6M	376,884	—	no prior
34	NORDEA INVESTMENT MANAGEMENT AB	$64.5M	385,731	−81,652	trim
35	Amundi	$61.5M	358,728	−201,510	trim
36	WELLS FARGO & COMPANY/MN	$56.2M	328,068	+197,776	add
37	VOYA INVESTMENT MANAGEMENT LLC	$52.8M	308,053	+113,586	add
38	Resona Asset Management Co.,Ltd.	$50.0M	294,476	−54,624	trim
39	KEYBANK NATIONAL ASSOCIATION/OH	$48.2M	281,412	+37	add
40	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$47.0M	273,926	−8,088	trim
41	FACTORY MUTUAL INSURANCE CO	$39.2M	228,693	+82,050	add
42	DEUTSCHE BANK AG\	$38.8M	226,228	+4,916	add
43	Carmignac Gestion	$38.5M	225,171	−20,930	trim
44	Artisan Partners Limited Partnership	$37.2M	217,158	−14,368	trim
45	ALLIANCEBERNSTEIN L.P.	$36.3M	232,460	+51,179	add
46	Clark Capital Management Group, Inc.	$35.9M	209,278	+209,278	new
47	RAYMOND JAMES FINANCIAL INC	$35.0M	203,998	+105,222	add
48	NATIONAL BANK OF CANADA /FI/	$34.4M	200,717	+138,465	add
49	FRONTIER CAPITAL MANAGEMENT CO LLC	$33.7M	196,512	+4,696	add
50	OSSIAM	$32.4M	189,015	+45,751	add
51	ING GROEP NV	$32.1M	187,453	+153,229	add
52	ExodusPoint Capital Management, LP	$29.1M	169,936	+78,422	add
53	Gotham Asset Management, LLC	$29.0M	169,256	+37,444	add
54	Allianz Asset Management GmbH	$28.5M	166,109	+95,577	add
55	ARMISTICE CAPITAL, LLC	$27.1M	157,959	+81,855	add
56	Freestone Grove Partners LP	$26.2M	152,706	+152,706	new
57	BANK OF MONTREAL /CAN/	$25.8M	150,475	+15,224	add
58	ENVESTNET ASSET MANAGEMENT INC	$25.1M	146,678	+111,801	add
59	HSBC HOLDINGS PLC	$24.8M	145,875	−126,941	trim
60	Vanguard Global Advisers, LLC	$24.7M	143,898	—	no prior
61	Nuveen, LLC	$24.0M	140,210	−59,030	trim
62	Bellevue Group AG	$23.9M	139,680	−1,794	trim
63	Swiss National Bank	$23.1M	134,900	−1,000	trim
64	ADAGE CAPITAL PARTNERS GP, L.L.C.	$22.3M	130,314	+81,114	add
65	RHUMBLINE ADVISERS	$22.0M	128,481	+3,776	add
66	COUNTRY TRUST BANK	$22.0M	128,252	+23,886	add
67	Legal & General Group Plc	$21.7M	126,619	−106,957	trim
68	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$21.6M	125,887	+30,302	add
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$21.5M	125,127	+9,596	add
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$20.7M	120,619	−3,016	trim
71	CITIGROUP INC	$19.8M	115,646	−137,219	trim
72	Baird Financial Group, Inc.	$19.8M	115,483	+115,483	new
73	Capital International Sarl	$19.7M	115,167	+8,824	add
74	MILLENNIUM MANAGEMENT LLC	$19.6M	114,532	−666,295	trim
75	Quantinno Capital Management LP	$19.3M	112,859	+64,874	add
76	Vident Advisory, LLC	$18.9M	109,987	+5,393	add
77	Distillate Capital Partners LLC	$18.8M	109,773	+697	add
78	Simplify Asset Management Inc.	$18.3M	106,897	−297	trim
79	Engineers Gate Manager LP	$18.3M	106,808	−2,766	trim
80	CWM, LLC	$17.7M	103,496	−321	trim
81	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$17.7M	103,012	−133,101	trim
82	MACQUARIE GROUP LTD	$17.5M	102,202	+99,318	add
83	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.3M	101,079	−54,811	trim
84	ROYAL BANK OF CANADA	$16.7M	97,171	−137,099	trim
85	INVESTMENT HOUSE LLC	$14.1M	82,387	+270	add
86	DRIEHAUS CAPITAL MANAGEMENT LLC	$14.1M	82,166	+82,166	new
87	Woodline Partners LP	$14.0M	81,688	−42,532	trim
88	Mitsubishi UFJ Asset Management Co., Ltd.	$13.8M	80,593	+2,996	add
89	FIL Ltd	$13.6M	79,223	+21,252	add
90	STIFEL FINANCIAL CORP	$12.9M	74,984	+43,070	add
91	PRINCIPAL FINANCIAL GROUP INC	$12.7M	74,334	+658	add
92	AMERICAN CENTURY COMPANIES INC	$12.3M	71,799	−23,053	trim
93	FIRST TRUST ADVISORS LP	$12.3M	71,691	−57,392	trim
94	WELLINGTON MANAGEMENT GROUP LLP	$12.3M	71,620	−4,334	trim
95	Defilade Capital Management, L.P.	$11.5M	67,332	−60,728	trim
96	D. E. Shaw & Co., Inc.	$11.5M	67,322	+9,102	add
97	CAMBIAR INVESTORS LLC	$11.4M	66,601	−7,609	trim
98	IEQ CAPITAL, LLC	$11.3M	66,099	−34,711	trim
99	STATE OF WISCONSIN INVESTMENT BOARD	$11.1M	65,021	+7,448	add
100	Applied Fundamental Research, LLC	$10.5M	61,312	+2,893	add
101	VANGUARD ASSET MANAGEMENT, Ltd	$10.4M	60,859	—	no prior
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.3M	60,105	−2,896	trim
103	Clarkston Capital Partners, LLC	$10.3M	59,975	−80,965	trim
104	MUFG Securities EMEA plc	$10.2M	59,736	+57,000	add
105	CAPITAL INTERNATIONAL LTD /CA/	$10.1M	59,080	+1,886	add
106	LPL Financial LLC	$10.1M	58,874	−4,501	trim
107	SEI INVESTMENTS CO	$10.0M	58,181	−8,310	trim
108	Creative Planning	$9.8M	57,442	+14,622	add
109	Capital International, Inc./CA/	$9.7M	56,716	−5,077	trim
110	Taikang Asset Management (Hong Kong) Co Ltd	$9.4M	54,966	+18,493	add
111	Boston Partners	$9.1M	53,144	+3,919	add
112	OFI INVEST ASSET MANAGEMENT	$9.0M	60,201	−24,105	trim
113	AMERIPRISE FINANCIAL INC	$8.9M	52,137	−1,123	trim
114	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.5M	49,598	−9,412	trim
115	Cerity Partners LLC	$8.5M	49,378	+2,026	add
116	Illinois Municipal Retirement Fund	$8.3M	48,222	+3,621	add
117	Candriam S.C.A.	$8.3M	48,204	0	no change
118	RIVERBRIDGE PARTNERS LLC	$8.2M	47,918	−25,379	trim
119	National Philanthropic Trust	$8.2M	47,662	—	no prior
120	Capricorn Fund Managers Ltd	$8.1M	47,400	+47,400	new
121	SG Capital Management LLC	$7.6M	44,265	+44,265	new
122	NOMURA HOLDINGS INC	$7.5M	43,961	−15,974	trim
123	TWO SIGMA INVESTMENTS, LP	$7.5M	43,710	−77,865	trim
124	Palo Alto Investors LP	$7.1M	41,520	0	no change
125	Militia Capital Management LLC	$7.1M	41,400	—	no prior
126	NEW YORK STATE COMMON RETIREMENT FUND	$6.1M	35,724	−600	trim
127	GRIMES & Co WEALTH MANAGEMENT, LLC	$5.8M	33,730	+8,384	add
128	Park State Asset Management	$5.7M	33,333	+6,024	add
129	Chevy Chase Trust Holdings, LLC	$5.6M	32,873	−964	trim
130	PRUDENTIAL FINANCIAL INC	$5.5M	31,961	−966	trim
131	Janus Henderson Group Ltd.	$5.3M	30,791	−10,504	trim
132	APG Asset Management N.V.	$5.2M	34,730	−1,879	trim
133	CANADA PENSION PLAN INVESTMENT BOARD	$4.5M	26,510	+1,600	add
134	DDD Partners, LLC	$4.5M	26,416	+16,950	add
135	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.4M	29,045	+3,702	add
136	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.4M	25,543	+1,192	add
137	CIBC Bancorp USA Inc.	$4.3M	24,843	—	no prior
138	State of New Jersey Common Pension Fund D	$4.1M	23,846	−1,274	trim
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$4.0M	23,354	+2,723	add
140	FIFTH THIRD BANCORP	$3.8M	22,039	+16,420	add
141	Y-Intercept (Hong Kong) Ltd	$3.7M	21,473	−15	trim
142	Parkman Healthcare Partners LLC	$3.6M	21,233	−4,052	trim
143	Robeco Institutional Asset Management B.V.	$3.5M	20,200	−2,781	trim
144	Mariner, LLC	$3.4M	19,751	−14,086	trim
145	VELA Investment Management, LLC	$3.4M	19,705	+210	add
146	EFG International AG	$3.3M	19,478	−1,809	trim
147	Arizona State Retirement System	$3.2M	18,723	−646	trim
148	Alphadyne Asset Management LP	$3.1M	18,299	+18,299	new
149	LAZARD ASSET MANAGEMENT LLC	$3.1M	18,212	+4,643	add
150	Czech National Bank	$3.1M	18,173	+577	add
151	Corient Private Wealth LLC	$3.0M	17,784	−10,444	trim
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.0M	17,400	−100	trim
153	Vanguard Investments Australia, Ltd.	$3.0M	17,314	—	no prior
154	Cetera Investment Advisers	$2.9M	17,137	+9,188	add
155	Asset Management One Co., Ltd.	$2.9M	17,118	+12,894	add
156	Vestmark Advisory Solutions, Inc.	$2.9M	16,881	+16,881	new
157	TRUIST FINANCIAL CORP	$2.9M	16,871	+11,970	add
158	SIMPLEX TRADING, LLC	$2.9M	16,794	−5,982	trim
159	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.8M	16,054	+16,054	new
160	Federation des caisses Desjardins du Quebec	$2.7M	15,744	+9,873	add
161	GROUP ONE TRADING LLC	$2.7M	15,670	+80	add
162	MetLife Investment Management, LLC	$2.7M	15,598	−426	trim
163	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.7M	15,544	+23	add
164	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.7M	15,522	+13,626	add
165	US BANCORP \DE\	$2.6M	15,410	−43,819	trim
166	Skylands Capital, LLC	$2.6M	15,300	−5,100	trim
167	Pictet Asset Management Holding SA	$2.6M	15,243	−230	trim
168	CIBC Asset Management Inc	$2.6M	15,123	+63	add
169	KLP KAPITALFORVALTNING AS	$2.6M	15,100	0	no change
170	Tidal Investments LLC	$2.6M	15,020	+4,262	add
171	DAFNA Capital Management LLC	$2.6M	15,000	−1,000	trim
172	VICTORY CAPITAL MANAGEMENT INC	$2.5M	14,807	−11,625	trim
173	Modera Wealth Management, LLC	$2.5M	14,613	+219	add
174	Retirement Systems of Alabama	$2.4M	14,171	−26	trim
175	Trexquant Investment LP	$2.4M	14,160	−25,664	trim
176	TD ASSET MANAGEMENT INC	$2.4M	14,103	−131,797	trim
177	MERCER GLOBAL ADVISORS INC /ADV	$2.3M	13,531	+1,303	add
178	Mirae Asset Global Investments Co., Ltd.	$2.3M	13,325	+1,737	add
179	Focus Partners Wealth	$2.3M	13,315	+1,101	add
180	Capital Group Investment Management Pte. Ltd.	$2.2M	13,071	+110	add
181	Verition Fund Management LLC	$2.2M	13,033	−32,102	trim
182	Morningstar Investment Management LLC	$2.2M	12,711	+875	add
183	IMC-Chicago, LLC	$2.2M	12,551	−25,422	trim
184	AIA Group Ltd	$2.1M	12,308	−7,714	trim
185	Marex Group Ltd	$2.1M	12,221	+888	add
186	K.J. Harrison & Partners Inc	$2.1M	12,000	−2,100	trim
187	NewEdge Wealth, LLC	$2.1M	11,959	+11,959	new
188	NISA INVESTMENT ADVISORS, LLC	$2.0M	11,639	+860	add
189	FULLER & THALER ASSET MANAGEMENT, INC.	$2.0M	11,423	−6,097	trim
190	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.9M	11,211	+4,391	add
191	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.9M	11,546	+8,440	add
192	TORONTO DOMINION BANK	$1.9M	11,103	−17,231	trim
193	Utah Retirement Systems	$1.9M	11,071	−240	trim
194	SIG BROKERAGE, LP	$1.9M	11,006	−699	trim
195	CREDIT AGRICOLE S A	$1.9M	10,891	−21,214	trim
196	Hershey Financial Advisers, LLC	$1.8M	10,655	+373	add
197	Unison Advisors LLC	$1.8M	10,576	0	no change
198	HUSSMAN STRATEGIC ADVISORS, INC.	$1.8M	10,500	+10,500	new
199	ProShare Advisors LLC	$1.8M	10,439	−2,608	trim
200	Richard W. Paul & Associates, LLC	$1.8M	10,211	−699	trim
201	Bridgewater Associates, LP	$1.7M	9,923	−16,071	trim
202	UniSuper Management Pty Ltd	$1.7M	9,871	−805	trim
203	LECAP ASSET MANAGEMENT LTD	$1.7M	9,828	−1,788	trim
204	Daiwa Securities Group Inc.	$1.7M	9,795	+455	add
205	SummitTX Capital, L.P.	$1.6M	9,507	+9,507	new
206	Maridea Wealth Management LLC	$1.6M	9,433	+3,240	add
207	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	9,146	+119	add
208	NEOS Investment Management LLC	$1.6M	9,143	−858	trim
209	BLAIR WILLIAM & CO/IL	$1.6M	9,052	−10,180	trim
210	Inspire Investing, LLC	$1.5M	9,016	+6,928	add
211	Summit Trail Advisors, LLC	$1.5M	8,994	+88	add
212	YOUSIF CAPITAL MANAGEMENT, LLC	$1.5M	8,940	−84	trim
213	&PARTNERS	$1.5M	8,869	+4,098	add
214	OPPENHEIMER ASSET MANAGEMENT INC.	$1.5M	8,762	+8,762	new
215	SBI Okasan Asset Management Co.Ltd.	$1.4M	8,600	+8,600	new
216	Atria Investments, Inc	$1.4M	8,248	+6,383	add
217	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.4M	8,183	−1,031	trim
218	GUGGENHEIM CAPITAL LLC	$1.4M	8,181	+226	add
219	Merit Financial Group, LLC	$1.4M	8,121	−46	trim
220	Swiss Life Asset Management Ltd	$1.4M	7,918	+1,263	add
221	HB Wealth Management, LLC	$1.3M	7,844	+391	add
222	Vanguard Personalized Indexing Management, LLC	$1.3M	7,737	+903	add
223	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.3M	7,655	−61,386	trim
224	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	7,644	−38	trim
225	XPONANCE LLC	$1.3M	7,586	+1,539	add
226	HighTower Advisors, LLC	$1.3M	7,536	+1,892	add
227	Rhenman & Partners Asset Management AB	$1.3M	7,500	−91,500	trim
228	Sequoia Financial Advisors, LLC	$1.3M	7,461	−525	trim
229	HANCOCK WHITNEY CORP	$1.3M	7,333	+7,333	new
230	ALPS ADVISORS INC	$1.2M	7,235	+2,058	add
231	Pallas Capital Advisors LLC	$1.2M	7,200	−834	trim
232	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,118	−66	trim
233	Aberdeen Group plc	$1.2M	7,079	−40,653	trim
234	Grant Private Wealth Management Inc	$1.2M	7,000	+7,000	new
235	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.1M	6,701	+6,701	new
236	Rockefeller Capital Management L.P.	$1.1M	6,694	−190	trim
237	Allspring Global Investments Holdings, LLC	$1.1M	6,588	+3,554	add
238	Rafferty Asset Management, LLC	$1.1M	6,500	−3,132	trim
239	Willis Investment Counsel	$1.1M	6,462	+439	add
240	Ensign Peak Advisors, Inc	$1.1M	6,352	−737	trim
241	Twin Tree Management, LP	$1.1M	6,317	+5,146	add
242	Empowered Funds, LLC	$1.1M	6,311	+6,311	new
243	J. Safra Sarasin Holding AG	$1.1M	6,212	+6,212	new
244	M&T BANK CORP	$1.1M	6,204	−173	trim
245	Pathstone Holdings, LLC	$1.0M	5,941	+1,236	add
246	Atlantic Union Bankshares Corp	$982K	5,730	0	no change
247	MML INVESTORS SERVICES, LLC	$962K	5,612	+5,612	new
248	Impact Partnership Wealth, LLC	$949K	5,534	+5,534	new
249	CIBC WORLD MARKET INC.	$924K	5,390	+22	add
250	Sumitomo Mitsui Trust Group, Inc.	$923K	5,385	−21,784	trim
251	Bank Pictet & Cie (Europe) AG	$923K	5,382	0	no change
252	Man Group plc	$922K	5,380	+3,009	add
253	OSAIC HOLDINGS, INC.	$907K	5,290	−406	trim
254	CAXTON ASSOCIATES LLP	$904K	5,271	−133,639	trim
255	Systematic Alpha Investments, LLC	$903K	5,266	0	no change
256	Focus Partners Advisor Solutions, LLC	$894K	5,217	−1,496	trim
257	Leonteq Securities AG	$866K	5,052	−4,176	trim
258	Brooklyn Investment Group	$795K	4,640	+762	add
259	VARCOV Co.	$795K	4,635	+4,635	new
260	EXCHANGE TRADED CONCEPTS, LLC	$787K	4,589	−517	trim
261	EVOLVE PRIVATE WEALTH, LLC	$736K	4,296	+131	add
262	INCEPTIONR LLC	$727K	4,243	+4,243	new
263	COMMONWEALTH EQUITY SERVICES, LLC	$721K	4,204	−2,832	trim
264	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$718K	4,191	+1,554	add
265	PRINCIPAL SECURITIES, INC.	$712K	4,156	+4,156	new
266	M.E. ALLISON & CO., INC.	$712K	4,155	0	no change
267	Bull Harbor Capital LLC	$710K	4,144	—	no prior
268	MIZUHO SECURITIES USA LLC	$692K	4,034	−825	trim
269	Walleye Trading LLC	$691K	4,029	−22,806	trim
270	Norinchukin Bank, The	$690K	4,027	−13	trim
271	Quinn Opportunity Partners LLC	$686K	4,000	−10,000	trim
272	FLAGSHIP HARBOR ADVISORS, LLC	$683K	3,986	+3,986	new
273	Oak Thistle LLC	$671K	3,913	+3,913	new
274	Inspire Advisors, LLC	$662K	3,862	+268	add
275	Edgestream Partners, L.P.	$661K	3,854	−12,473	trim
276	HARTFORD INVESTMENT MANAGEMENT CO	$657K	3,833	0	no change
277	Caprock Group, LLC	$657K	3,832	+3,832	new
278	Stonehage Fleming Financial Services Holdings Ltd	$646K	3,769	−135	trim
279	TEMA ETFS LLC	$639K	3,727	−5,280	trim
280	TD Waterhouse Canada Inc.	$602K	3,489	+1,506	add
281	Maryland State Retirement & Pension System	$601K	3,503	0	no change
282	Chicago Partners Investment Group LLC	$592K	3,022	+341	add
283	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$592K	3,455	+1,252	add
284	DnB Asset Management AS	$589K	3,438	+3,438	new
285	Krilogy Financial LLC	$583K	3,153	−387	trim
286	FRANKLIN RESOURCES INC	$580K	3,382	−348	trim
287	B. Metzler seel. Sohn & Co. AG	$579K	3,380	0	no change
288	Lotus Technology Management, LP	$577K	3,363	−3,426	trim
289	D.A. DAVIDSON & CO.	$576K	3,359	+1,360	add
290	Allworth Financial LP	$564K	3,292	−168	trim
291	BNP Paribas Asset Management Holding S.A.	$557K	3,247	−16,348	trim
292	Crossmark Global Holdings, Inc.	$548K	3,194	—	no prior
293	Parrish Capital LLC	$546K	3,185	—	no prior
294	JANE STREET GROUP, LLC	$545K	3,178	−154,505	trim
295	Gibbs Wealth Management	$536K	3,126	+612	add
296	QUADRANT CAPITAL GROUP LLC	$531K	3,096	+65	add
297	OMERS ADMINISTRATION Corp	$521K	3,042	0	no change
298	NorthCrest Asset Manangement, LLC	$518K	3,035	−1,405	trim
299	GLENMEDE TRUST CO NA	$498K	2,906	−7,778	trim
300	AE Wealth Management LLC	$498K	2,904	+728	add
301	SYSTEMATIC FINANCIAL MANAGEMENT LP	$476K	2,775	−2,020	trim
302	BEACON INVESTMENT ADVISORY SERVICES, INC.	$461K	2,687	+940	add
303	VEGA INVESTMENT SOLUTIONS	$460K	2,684	−86	trim
304	NewEdge Advisors, LLC	$458K	2,669	+2,669	new
305	BALYASNY ASSET MANAGEMENT L.P.	$446K	2,600	−165,000	trim
306	COLDSTREAM CAPITAL MANAGEMENT INC	$443K	2,582	+692	add
307	BANK OF NOVA SCOTIA	$442K	2,580	−9,132	trim
308	Empirical Finance, LLC	$428K	2,497	−6	trim
309	NATIXIS	$423K	2,465	−14,428	trim
310	PAX Financial Group, LLC	$420K	2,452	−266	trim
311	Argos Wealth Advisors, LLC	$408K	2,381	0	no change
312	OPPENHEIMER & CO INC	$407K	2,373	+2,373	new
313	LGT Group Foundation	$404K	2,355	−69	trim
314	Neo Ivy Capital Management	$399K	2,330	+733	add
315	Sterling Capital Management LLC	$386K	2,254	−1,810	trim
316	NOMURA ASSET MANAGEMENT CO LTD	$380K	2,214	+85	add
317	ISTHMUS PARTNERS, LLC	$370K	2,161	+2,161	new
318	Sigma Planning Corp	$367K	2,139	+2,139	new
319	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$366K	2,134	+2	add
320	STEPHENS INC /AR/	$360K	2,098	+444	add
321	Sumitomo Mitsui DS Asset Management Company, Ltd	$356K	2,077	+322	add
322	Virtus Family Office LLC	$356K	2,075	−430	trim
323	Kingsview Wealth Management, LLC	$355K	2,072	0	no change
324	Wealthfront Advisers LLC	$353K	2,060	+473	add
325	Compound Planning, Inc.	$346K	2,016	+555	add
326	E Fund Management Co., Ltd.	$345K	2,011	—	no prior
327	North Dakota State Investment Board	$344K	2,004	−348	trim
328	LBMC INVESTMENT ADVISORS, LLC	$343K	2,000	0	no change
329	PATTON FUND MANAGEMENT, INC.	$340K	1,982	+1,982	new
330	Impact Capital Partners LLC	$338K	1,971	+1,971	new
331	Linden Thomas Advisory Services, LLC	$335K	1,952	+1,952	new
332	Fortis Group Advisors, LLC	$332K	1,889	+1,889	new
333	Apollon Wealth Management, LLC	$332K	1,935	+584	add
334	Procyon Advisors, LLC	$330K	1,924	+1,924	new
335	ELEVATION POINT WEALTH PARTNERS, LLC	$327K	1,910	+1,910	new
336	STOREBRAND ASSET MANAGEMENT AS	$318K	1,856	—	no prior
337	MUFG SECURITIES AMERICAS INC.	$316K	1,846	+48	add
338	UMB Bank, n.a.	$316K	1,845	+25	add
339	SECURIAN ASSET MANAGEMENT, INC	$314K	1,832	+100	add
340	SilverOak Wealth Management LLC	$310K	1,808	0	no change
341	Squarepoint Ops LLC	$304K	1,774	−10,334	trim
342	iSAM Funds (UK) Ltd	$304K	1,771	+1,771	new
343	DRW Securities, LLC	$303K	1,792	+1,792	new
344	Provident Investment Management, Inc.	$298K	1,740	−960	trim
345	Envestnet Portfolio Solutions, Inc.	$297K	1,732	+1,732	new
346	MOODY NATIONAL BANK TRUST DIVISION	$293K	1,710	+100	add
347	QRG CAPITAL MANAGEMENT, INC.	$290K	1,692	+404	add
348	Net Worth Advisory Group	$289K	1,684	−265	trim
349	Blueshift Asset Management, LLC	$287K	1,677	+1,677	new
350	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$286K	1,671	+154	add
351	Ameritas Advisory Services, LLC	$286K	1,667	+1,667	new
352	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$281K	1,625	−116	trim
353	SUMMIT WEALTH GROUP LLC / CO	$281K	1,638	+14	add
354	Fieldview Capital Management, LLC	$280K	1,634	−518	trim
355	EP Wealth Advisors, LLC	$279K	1,629	+1,629	new
356	AVIVA PLC	$278K	1,621	−994	trim
357	State of Wyoming	$276K	1,609	−3,537	trim
358	Waverly Advisors, LLC	$274K	1,599	+1,599	new
359	Summit Financial, LLC	$274K	1,596	+1,596	new
360	Parcion Private Wealth LLC	$274K	1,596	+14	add
361	waypoint wealth counsel	$269K	1,567	−89	trim
362	Private Wealth Partners, LLC	$267K	1,560	0	no change
363	PINNACLE ASSOCIATES LTD	$257K	1,501	+94	add
364	Pinnacle Wealth Management Advisory Group, LLC	$257K	1,501	+94	add
365	Avondale Wealth Management	$257K	1,500	−500	trim
366	LVW Advisors, LLC	$252K	1,472	+1,472	new
367	Frec Markets, Inc.	$250K	1,456	+1,456	new
368	NORDEN GROUP LLC	$248K	1,449	−50	trim
369	TICINO WEALTH	$247K	1,322	−552	trim
370	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$246K	1,422	+1,422	new
371	Wedmont Private Capital	$242K	1,367	+1,367	new
372	MASTERINVEST Kapitalanlage GmbH	$241K	1,405	+1,405	new
373	Capital Investment Advisors, LLC	$240K	1,402	−2,839	trim
374	HOWLAND CAPITAL MANAGEMENT LLC	$239K	1,397	0	no change
375	EVERGREEN CAPITAL MANAGEMENT LLC	$238K	1,386	+1,386	new
376	Gateway Wealth Partners, LLC	$236K	1,376	+1,376	new
377	Arax Advisory Partners	$236K	1,376	−169	trim
378	WEALTH ALLIANCE, LLC	$234K	1,364	+1,364	new
379	AlphaCore Capital LLC	$233K	1,361	+1,361	new
380	GREENLEAF TRUST	$231K	1,347	+54	add
381	Jain Global LLC	$230K	1,339	+1,339	new
382	COMMERCE BANK	$228K	1,329	−71	trim
383	GATEWAY INVESTMENT ADVISERS LLC	$227K	1,324	+1,324	new
384	CHOREO, LLC	$222K	1,295	+1,295	new
385	Clearstead Advisors, LLC	$219K	1,279	+558	add
386	Tower Research Capital LLC (TRC)	$219K	1,277	−1,823	trim
387	Metis Global Partners, LLC	$219K	1,276	−188	trim
388	Caerus Investment Advisors, LLC	$216K	1,260	+1,260	new
389	WADDELL & ASSOCIATES, LLC	$210K	1,223	+1,223	new
390	Orion Porfolio Solutions, LLC	$209K	1,218	+1,218	new
391	Evanson Asset Management, LLC	$206K	1,200	+1,200	new
392	Rothschild Wealth LLC	$201K	1,171	+1,171	new
393	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$176K	1,027	+227	add
394	Lido Advisors, LLC	$176K	1,024	−477	trim
395	SIGNATUREFD, LLC	$158K	921	+200	add
396	Corient IA LLC	$153K	890	+890	new
397	Smartleaf Asset Management LLC	$151K	908	−441	trim
398	Navera Investment Management Ltd.	$146K	850	−1,193	trim
399	Parkside Financial Bank & Trust	$142K	829	+2	add
400	DARA CAPITAL US, INC.	$138K	807	0	no change
401	Knuff & Co LLC	$129K	752	−50	trim
402	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$120K	700	−225	trim
403	OP Asset Management Ltd	$119K	696	—	no prior
404	MATHER GROUP, LLC.	$116K	679	+679	new
405	SBI Securities Co., Ltd.	$116K	679	−8	trim
406	Ameritas Investment Partners, Inc.	$103K	599	−44	trim
407	JCIC Asset Management Inc.	$97.4K	568	−129	trim
408	LSV ASSET MANAGEMENT	$96.9K	565,212	+36,070	add
409	Aster Capital Management (DIFC) Ltd	$92.3K	581	−1,301	trim
410	CVA Family Office, LLC	$91.9K	536	+37	add
411	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$68.6K	400	+400	new
412	True Wealth Design, LLC	$67.9K	396	+8	add
413	PEAK6 LLC	$63.3K	369	−3,541	trim
414	Walleye Capital LLC	$62.9K	367	−14,315	trim
415	Plato Investment Management Ltd	$52.5K	306	0	no change
416	Trifecta Capital Advisors, LLC	$47.1K	275	0	no change
417	DHJJ Financial Advisors, Ltd.	$46.5K	271	0	no change
418	Deseret Mutual Benefit Administrators	$43.4K	253	+114	add
419	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$43.0K	251	−4,230	trim
420	NFSG Corp	$42.9K	250	0	no change
421	CENTRAL TRUST Co	$42.0K	245	0	no change
422	Steward Partners Investment Advisory, LLC	$41.5K	242	+90	add
423	MAI Capital Management	$38.7K	226	+28	add
424	MCF Advisors LLC	$37.0K	216	—	no prior
425	OSTERWEIS CAPITAL MANAGEMENT INC	$36.2K	211	0	no change
426	Pinnacle Bancorp, Inc.	$35.0K	204	−14	trim
427	CYBER HORNET ETFs LLC	$31.4K	182	−23	trim
428	Independence Bank of Kentucky	$30.9K	180	−3	trim
429	Larson Financial Group LLC	$30.0K	175	+53	add
430	ASSETMARK, INC	$29.3K	171	+42	add
431	Vanguard National Trust Co	$27.8K	162	—	no prior
432	Blue Trust, Inc.	$27.1K	158	+69	add
433	PRIVATE TRUST CO NA	$26.7K	156	+50	add
434	Grove Bank & Trust	$25.9K	151	−16	trim
435	Kemnay Advisory Services Inc.	$24.5K	143	+143	new
436	Destiny Wealth Partners, LLC	$23.8K	139	+139	new
437	Quarry LP	$23.7K	138	−2,244	trim
438	Annis Gardner Whiting Capital Advisors, LLC	$23.3K	136	+50	add
439	Activest Wealth Management	$20.2K	118	+2	add
440	Generali Asset Management SPA SGR	$17.7K	103	0	no change
441	NBT BANK, N.A.	$17.1K	100	0	no change
442	Wilmington Savings Fund Society, FSB	$17.1K	100	0	no change
443	Orion Capital Management LLC	$17.1K	100	−100	trim
444	Board of the Pension Protection Fund	$17.1K	100	−200	trim
445	Sapience Investments, LLC	$15.9K	93	−4,077	trim
446	Cromwell Holdings LLC	$15.6K	91	+41	add
447	Owl Creek Wealth Partners LLC	$14.9K	87	—	no prior
448	Eurizon Capital SGR S.p.A.	$14.9K	87	−1,259	trim
449	DUNCKER STREETT & CO INC	$14.7K	86	0	no change
450	C WorldWide Group Holding A/S	$14.3K	83,428	0	no change
451	SJS Investment Consulting Inc.	$12.3K	72	+4	add
452	Geneos Wealth Management Inc.	$12.2K	71	0	no change
453	VAN ECK ASSOCIATES CORP	$12.1K	70,647	+14,729	add
454	Transamerica Financial Advisors, LLC	$12.0K	70	+28	add
455	Manchester Capital Management LLC	$11.8K	69	+15	add
456	Abound Wealth Management	$10.5K	61	0	no change
457	WORMSER FRERES GESTION	$10.3K	59	−29	trim
458	ENTRUST FINANCIAL LLC	$10.1K	59	+59	new
459	MEEDER ASSET MANAGEMENT INC	$10.1K	59	+29	add
460	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$9.7K	56,360	+2,076	add
461	Global X Japan Co., Ltd.	$9.4K	55	+55	new
462	EDMOND DE ROTHSCHILD HOLDING S.A.	$8.9K	52	0	no change
463	DANSKE BANK A/S	$8.6K	50	−1,070	trim
464	FARMERS & MERCHANTS INVESTMENTS INC	$8.2K	48	0	no change
465	Private Wealth Management Group, LLC	$8.1K	47	0	no change
466	ALGERT GLOBAL LLC	$8.0K	46,410	+35,830	add
467	North Growth Management Ltd.	$7.9K	46,000	+1,000	add
468	WealthCollab, LLC	$7.5K	44	+44	new
469	Hunter Perkins Capital Management, LLC	$7.5K	43,687	−155	trim
470	BARTLETT & CO. WEALTH MANAGEMENT LLC	$6.9K	40	0	no change
471	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$6.9K	40	0	no change
472	Burk Holdings LLC	$6.7K	39	+39	new
473	MV CAPITAL MANAGEMENT, INC.	$6.3K	37	+1	add
474	Keating Financial Advisory Services, Inc.	$6.2K	36	+20	add
475	DT Investment Partners, LLC	$5.8K	34	0	no change
476	Spire Wealth Management	$5.5K	32	−28	trim
477	Pinnacle Wealth Planning Services, Inc.	$5.2K	31	+8	add
478	Meramec Financial Planners, LLC	$5.2K	27	0	no change
479	WPG Advisers, LLC	$5.1K	30	+6	add
480	Banque Transatlantique SA	$5.0K	29	0	no change
481	Sachetta, LLC	$5.0K	29	+14	add
482	Treasurer of the State of North Carolina	$4.9K	28,759	+38	add
483	Physician Wealth Advisors, Inc.	$4.8K	28	+11	add
484	Kilter Group LLC	$4.8K	28	−4	trim
485	Murphy & Mullick Capital Management Corp	$4.8K	28	−5	trim
486	Signature Equity Partners, LLC	$4.8K	28	+28	new
487	BARRETT & COMPANY, INC.	$4.5K	26	0	no change
488	BROWN, LISLE/CUMMINGS, INC.	$4.1K	24	+24	new
489	ACADIAN ASSET MANAGEMENT LLC	$3.9K	23,062	+2,723	add
490	Prestige Wealth Management Group LLC	$3.6K	21	0	no change
491	ELEVATION WEALTH PARTNERS, LLC	$3.6K	21	+7	add
492	CANADA LIFE ASSURANCE Co	$3.6K	20,777	−44,988	trim
493	Financial Network Wealth Advisors LLC	$3.4K	20	—	no prior
494	State of Alaska, Department of Revenue	$3.4K	19,694	0	no change
495	ALLIANZ SE	$3.1K	18	+18	new
496	Bell Investment Advisors, Inc	$3.1K	18	0	no change
497	Anfield Capital Management, LLC	$2.9K	17	0	no change
498	Investors Research Corp	$2.9K	17	0	no change
499	THRIVENT FINANCIAL FOR LUTHERANS	$2.8K	16,135	+3,226	add
500	JFS WEALTH ADVISORS, LLC	$2.7K	16	+11	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ALGN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $29.0M held
Trimming: 4 Ruane Cunniff & Goldfarb, Bridgewater Associates, Caxton Associates, Moore Capital Management $209M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ALIGN TECHNOLOGY INC

Merged timeline of congressional filings and notable-manager moves on ALGN
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+37,444 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−15,999 sh
2026-05-15	Bridgewater Associates 13F	trim	−16,071 sh
2026-05-15	Moore Capital Management 13F	exit	−24,151 sh
2026-05-14	Caxton Associates 13F	trim	−133,639 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed ALGN — the congressional view ↗