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Disclosery

ALGN ALIGN TECHNOLOGY INC

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Stock (common), issuer CIK 1097149

708 managers (723 13F filers) reported a position in ALGN shares at 2024-12-31, 65,825,852 shares in all. 71 filers opened a position and 112 filers sold out during the quarter.

Managers
708
13F filers
723
New
71
Added
217
Reduced
277
Sold out
112
Shares held by filers
65,825,852

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hemington Wealth Management63$13K<0.01%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC53$13K0.01%013F-HRTimeline
Abound Wealth Management62$12.8K<0.01%-1013F-HRTimeline
WASHINGTON TRUST Co60$12.5K<0.01%-31013F-HRTimeline
Castleview Partners, LLC58$12.1K0.01%013F-HR/ATimeline
ORG Partners LLC58$12.1K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.57$11.9K<0.01%new13F-HRTimeline
Rise Advisors, LLC54$11.3K0.01%+213F-HRTimeline
Larson Financial Group LLC53$11.1K<0.01%+5013F-HRTimeline
GW&K Investment Management, LLC51$11K<0.01%+313F-HRTimeline
SIERRA OCEAN, LLC50$10.4K0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…48$10K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC47$9.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC44$9.17K<0.01%013F-HRTimeline
Bayforest Capital Ltd42$8.76K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.41$8.55K<0.01%+2613F-HRTimeline
Fortitude Family Office, LLC40$8.34K<0.01%013F-HRTimeline
Nemes Rush Group LLC40$8.34K<0.01%+513F-HRTimeline
LGT Financial Advisors LLC38$7.92K0.02%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.35$7.42K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$7.3K0.01%13F-HRTimeline
DT Investment Partners, LLC34$7.09K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$6.89K<0.01%-113F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.32$6.67K<0.01%013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.32$6.67K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.32$6.67K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC30$6.26K<0.01%-813F-HRTimeline
Lowe Wealth Advisors, LLC30$6.25K<0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA29$6.01K<0.01%13F-HRTimelineGroup
Independence Bank of Kentucky28$5.84K<0.01%013F-HRTimeline
Manchester Capital Management LLC26$5.42K<0.01%-2913F-HRTimeline
ROTHSCHILD INVESTMENT LLC26$5.42K<0.01%-13213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25$5.21K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC25$5.21K<0.01%-2413F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$5.21K<0.01%013F-HRTimeline
Riverview Trust Co24$5K<0.01%-213F-HRTimeline
Financial Management Professionals, Inc.22$4.59K<0.01%-413F-HRTimeline
TrinityBridge Ltd20$4K<0.01%013F-HRTimeline
HM PAYSON & CO18$3.75K<0.01%-213F-HRTimeline
Bell Investment Advisors, Inc18$3.75K<0.01%-913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…18$3.75K<0.01%new13F-HRTimeline
Fairfield Financial Advisors, LTD18$3.75K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC18$3.75K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…17$3.54K<0.01%013F-HRTimelineGroup
Investors Research Corp17$3.54K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17$3.54K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC17$3.54K<0.01%-513F-HRTimeline
Bruce G. Allen Investments, LLC17$3.54K<0.01%+1613F-HRTimeline
WealthCollab, LLC16$3.34K<0.01%013F-HRTimeline
Archer Investment Corp16$3.34K<0.01%013F-HRTimeline
Red Tortoise LLC16$3.34K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.16$3.34K<0.01%-3713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC15$3.13K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC15$3.13K<0.01%+713F-HRTimeline
Princeton Global Asset Management LLC15$3.13K<0.01%013F-HRTimeline
City State Bank14$2.92K<0.01%013F-HRTimeline
Dunhill Financial, LLC13$2.78K<0.01%-92213F-HRTimeline
Asset Dedication, LLC12$2.5K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …12$2.5K<0.01%new13F-HRTimeline
NVWM, LLC11$2.29K<0.01%-313F-HRTimeline
TFC Financial Management, Inc.11$2.29K<0.01%-2913F-HRTimeline
ADIRONDACK TRUST CO10$2.08K<0.01%013F-HRTimeline
Coston, McIsaac & Partners12$2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC9$2K<0.01%-313F-HRTimeline
Clark Wealth Partners9$1.88K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$1.67K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC8$1.67K<0.01%013F-HRTimeline
Lummis Asset Management, LP8$1.67K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC7$1.46K<0.01%+513F-HRTimeline
True Wealth Design, LLC6$1.25K<0.01%-10213F-HRTimeline
Sachetta, LLC6$1.25K<0.01%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$1.25K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC6$1.25K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC6$1.25K<0.01%13F-HRTimeline
Key Financial Inc5$1.04K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5$1.04K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$1.04K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC5$1.04K<0.01%-2213F-HRTimeline
Pineridge Advisors LLC5$1.04K<0.01%013F-HRTimeline
Avion Wealth7$1K<0.01%-213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors4$834<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC4$834<0.01%13F-HRTimeline
Anchor Investment Management, LLC3$626<0.01%013F-HRTimeline
Solstein Capital, LLC3$626<0.01%013F-HRTimeline
Sound Income Strategies, LLC3$626<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$626<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC3$626<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC3$620<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2$418<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC2$418<0.01%013F-HRTimeline
WealthTrak Capital Management LLC2$418<0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.2$417<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$417<0.01%013F-HRTimeline
CoreCap Advisors, LLC2$417<0.01%-1213F-HRTimeline
Principia Wealth Advisory, LLC2$417<0.01%13F-HRTimeline
WINNACLE WEALTH LLC2$332<0.01%13F-HRTimeline
WestEnd Advisors, LLC1$209<0.01%013F-HRTimeline
NewSquare Capital LLC1$209<0.01%new13F-HRTimeline
Core Alternative Capital1$209<0.01%013F-HRTimeline
SWAN Capital LLC1$209<0.01%new13F-HRTimeline
Aspect Partners, LLC1$209<0.01%new13F-HRTimeline
Global Financial Private Client, LLC1$209<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$209<0.01%13F-HRTimeline
Whipplewood Advisors, LLC1$209<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1$208<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1$208<0.01%-213F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1$208-5Timeline