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 811 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
48
shares
|
$10,745
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
47
shares
|
$10,521
0.0% of portfolio
|
Q1 2023
Reduced 7.84%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
44
shares
|
$9,850
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$8,954
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
40
shares
|
$8,954
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
38
shares
|
$8,507
0.0% of portfolio
|
Q3 2024
Added 216.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
38
shares
|
$8,507
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
36
shares
|
$8,059
0.01% of portfolio
|
Q2 2023
Reduced 7.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
35
shares
|
$7,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
35
shares
|
$7,835
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
34
shares
|
$7,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33
shares
|
$7,387
0.0% of portfolio
|
Q3 2022
Reduced 78.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
33
shares
|
$7,387
0.0% of portfolio
|
Q3 2023
Added 83.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
32
shares
|
$7,163
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
32
shares
|
$7,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
32
shares
|
$7,163
0.0% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
31
shares
|
$6,939
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
30
shares
|
$6,716
0.0% of portfolio
|
Q1 2022
Reduced 53.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$6,268
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$6,268
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
27
shares
|
$6,044
0.01% of portfolio
|
Q3 2024
Added 92.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
27
shares
|
$6,044
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
26
shares
|
$5,820
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
26
shares
|
$5,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
25
shares
|
$5,596
0.0% of portfolio
|
Q2 2024
Reduced 51.92%
|