Align Ownership | Who Owns Align?

Overview Forecast RevenueFinancials Chart Transcripts

Align Ownership Summary

Align is owned by 85.78% institutional investors, 6.60% insiders, and 7.62% retail investors. Vanguard group is the largest institutional shareholder, holding 11.27% of ALGN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.00% of its assets in Align shares.

ALGN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Align	85.78%	6.60%	7.62%
Sector	Healthcare Stocks	47.06%	8.01%	44.93%
Industry	Medical Device Stocks	50.87%	7.99%	41.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.47M	11.27%	$2.05B
Blackrock	7.95M	10.58%	$1.92B
State street	3.11M	4.13%	$749.93M
Wellington management group llp	1.77M	2.35%	$426.83M
Geode capital management	1.73M	2.30%	$416.40M
Sands capital management	1.31M	1.74%	$316.60M
Capital world investors	1.26M	1.67%	$303.73M
Brown advisory	1.17M	1.56%	$283.34M
Nuveen asset management	1.17M	1.56%	$283.26M
Bank of new york mellon	1.15M	1.53%	$277.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bares capital management	771.19K	8.95%	$186.19M
Laurus investment counsel	32.19K	4.40%	$10.64M
Provident investment management	155.52K	3.42%	$37.55M
Disciplined growth investors inc /mn	707.54K	3.22%	$170.82M
In-depth partners	14.11K	3.14%	$3.41M
Senvest management	260.35K	2.42%	$62.86M
Robocap asset management	15.76K	2.37%	$3.81M
Veritas investment partners (uk)	472.88K	2.14%	$114.18M
Braidwell lp	275.21K	2.08%	$66.44M
Lrt capital management	8.47K	1.92%	$2.04M

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	1.14M	0.17%	1.14M
Norges bank	892.64K	0.03%	892.64K
Wellington management group llp	1.77M	0.08%	755.65K
Kayne anderson rudnick investment management	488.25K	0.29%	477.38K
Fmr	854.32K	0.01%	427.25K

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	945.69K	0.02%	-1.34M
Polen capital management	20.01K	0.01%	-1.20M
Alliancebernstein	920.04K	0.08%	-862.43K
Holocene advisors, lp	-	-	-430.69K
Thrivent financial for lutherans	313.45K	0.15%	-292.80K

New Positions

Holder	Shares	% Assets	Change	Value
T. rowe price investment management	1.14M	0.17%	1.14M	$274.66M
Norges bank	892.64K	0.03%	892.64K	$215.51M
Voloridge investment management	168.35K	0.15%	168.35K	$40.65M
Quadrature capital	60.27K	0.24%	60.27K	$14.54M
Corebridge financial	18.78K	0.02%	18.78K	$4.54M

Sold Out

Holder	Change
Ruedi wealth management	-1.00
Transamerica financial advisors	-1.00
Frg family wealth advisors	-1.00
Hexagon capital partners	-1.00
Northwest financial advisors	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	778	-7.60%	64,482,018	0.11%	85	1.17%	324	-21.17%	299	7.55%
Mar 31, 2024	842	2.81%	64,408,992	-0.37%	85	1.20%	411	10.48%	278	-7.64%
Dec 31, 2023	819	-3.19%	64,650,308	-2.96%	84	1.12%	372	-4.12%	301	4.15%
Sep 30, 2023	846	5.49%	66,620,590	-0.79%	87	1.13%	388	17.22%	289	-7.07%
Jun 30, 2023	802	-	67,152,849	-0.38%	87	1.14%	331	-19.85%	311	17.80%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.24M	3.00%	-8.12K
Vanguard Institutional 500 Index Trust	1.86M	2.49%	21.45K
Vanguard Mid Cap Index Institutional	1.51M	2.01%	2.68K
Vanguard Health Care Inv	1.44M	1.93%	591.23K
BlackRock Mid-Cap Growth Equity Instl	1.06M	1.41%	-81.12K
T. Rowe Price Mid-Cap Growth	957.60K	1.28%	-2.00K
T. Rowe Price US Mid-Cap Growth Equity	957.60K	1.28%	407.80K
Fidelity 500 Index	863.16K	1.16%	622.00
SPDR® S&P 500® ETF Trust	851.60K	1.14%	287.00
iShares Core S&P 500 ETF	781.00K	1.04%	1.19K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 15, 2024	LARKIN C RAYMOND JR	-	Buy	$1.53M
Feb 29, 2024	LACOB JOSEPH	-	Sell	$3.19M
Feb 29, 2024	LACOB JOSEPH	-	Sell	$1.12M
Feb 29, 2024	LACOB JOSEPH	-	Sell	$243.81K
Feb 27, 2024	LACOB JOSEPH	-	Sell	$3.13M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	1	-
2024 Q2	-	-
2024 Q1	-	7
2023 Q4	2	-
2023 Q3	-	-

ALGN Ownership FAQ

Who Owns Align?

Align shareholders are primarily institutional investors at 85.78%, followed by 6.60% insiders and 7.62% retail investors. The average institutional ownership in Align's industry, Medical Device Stocks, is 50.87%, which Align exceeds.

Who owns the most shares of Align?

Align’s largest shareholders are Vanguard group (8.47M shares, 11.27%), Blackrock (7.95M shares, 10.58%), and State street (3.11M shares, 4.13%). Together, they hold 25.98% of Align’s total shares outstanding.

Does Blackrock own Align?

Yes, BlackRock owns 10.58% of Align, totaling 7.95M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.92B$. In the last quarter, BlackRock increased its holdings by 292.19K shares, a 3.81% change.

Who is Align’s biggest shareholder by percentage of total assets invested?

Bares capital management is Align’s biggest shareholder by percentage of total assets invested, with 8.95% of its assets in 771.19K Align shares, valued at 186.19M$.

Who is the top mutual fund holder of Align shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Align shares, with 3.00% of its total shares outstanding invested in 2.24M Align shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools