Novanta Inc
NOVT- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001076930
In the last 90 days, Novanta Inc insiders filed 0 open-market purchases and 2 sales; 391 institutions reported holding it in 13F filings for Q2 2026, worth $7.27B in total; no superinvestor holds it.
Other share classesNOVTU
13F holders, Q1 2023
Institutional positions in Novanta Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 251
- −2 vs. Q4 2022
- Shares held
- 35.5M
- +211.8K (+0.6%) vs. Q4 2022
- Total value
- $5.64B
- +$844.9M (+17.6%) vs. Q4 2022
- New holders
- 21
- 104 more added
- Sold out
- 23
- 88 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NOVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 391 | $7.27B |
| Q1 2026 | 332 | $4.78B |
| Q4 2025 | 328 | $4.61B |
| Q3 2025 | 319 | $3.50B |
| Q2 2025 | 327 | $4.56B |
| Q1 2025 | 325 | $4.55B |
| Q4 2024 | 304 | $5.43B |
| Q3 2024 | 288 | $6.31B |
| Q2 2024 | 270 | $5.67B |
| Q1 2024 | 285 | $6.08B |
| Q4 2023 | 257 | $5.93B |
| Q3 2023 | 265 | $4.95B |
| Q2 2023 | 258 | $6.45B |
| Q1 2023 | 251 | $5.64B |
| Q4 2022 | 255 | $4.81B |
| Q3 2022 | 254 | $4.07B |
| Q2 2022 | 223 | $4.17B |
| Q1 2022 | 231 | $4.86B |
| Q4 2021 | 233 | $5.93B |
| Q3 2021 | 217 | $5.14B |
| Q2 2021 | 205 | $4.41B |
| Q1 2021 | 200 | $4.30B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Ci Investments Inc. | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $159 | 0.00% | −255−99.6% | Reduced |
| Proequities, Inc. | 1 | $159 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 6 | $955 | 0.00% | +1+20.0% | Added |
| Global Retirement Partners, LLC | 6 | $981 | 0.00% | −8−57.1% | Reduced |
| AdvisorNet Financial, Inc | 7 | $1.11K | 0.00% | +4+133.3% | Added |
| JNBA Financial Advisors | 8 | $1.27K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $1.27K | 0.00% | +1+14.3% | Added |
| SRS Capital Advisors, Inc. | 10 | $1.59K | 0.00% | +1+11.1% | Added |
| Harvest Group Wealth Management, LLC | 11 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $2.00K | 0.00% | +12+200.0% | Added |
| Schubert & Co | 14 | $2.23K | 0.00% | −1−6.7% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $2.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $3.34K | 0.00% | +1+5.0% | Added |
| Quadrant Capital Group LLC | 23 | $3.66K | 0.00% | +4+21.1% | Added |
| Parallel Advisors, LLC | 24 | $3.82K | 0.00% | −1−4.0% | Reduced |
| Massmutual Trust Co FSB | 31 | $4.93K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $5.25K | 0.00% | +6+22.2% | Added |
| Northwestern Mutual Wealth Management Co | 35 | $5.57K | 0.00% | −142−80.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $5.57K | 0.00% | +35 | New |
| RFP Financial Group LLC | 36 | $5.73K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $6.20K | 0.00% | +10+34.5% | Added |
| TCI Wealth Advisors, Inc. | 39 | $6.21K | 0.00% | +37+1,850.0% | Added |
| Belpointe Asset Management LLC | 40 | $6.36K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 40 | $6.36K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 48 | $7.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $7.64K | 0.00% | +3+6.7% | Added |
| Key Financial Inc | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 91 | $14.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 93 | $14.8K | 0.00% | +93 | New |
| Orion Capital Management LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $15.9K | 0.00% | +100 | New |
| Covestor Ltd | 112 | $18.0K | 0.02% | +50+80.6% | Added |
| Public Employees Retirement System of Ohio | 121 | $19.0K | 0.00% | −877−87.9% | Reduced |
| CWM, LLC | 118 | $19.0K | 0.00% | +3+2.6% | Added |
| First Horizon Advisors, Inc. | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 156 | $24.8K | 0.00% | −2−1.3% | Reduced |
| Signaturefd, LLC | 170 | $27.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 180 | $28.6K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 233 | $37.1K | 0.26% | 00.0% | Unchanged |
| Huntington National Bank | 252 | $40.1K | 0.00% | −4−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 273 | $43.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 355 | $56.5K | 0.00% | +101+39.8% | Added |
| Harvest Fund Management Co., Ltd | 396 | $63.0K | 0.01% | −644−61.9% | Reduced |
| Assetmark, Inc | 407 | $64.8K | 0.00% | +38+10.3% | Added |
| Itau Unibanco Holding S.A. | 432 | $68.7K | 0.00% | +432 | New |
| Fifth Third Bancorp | 538 | $85.6K | 0.00% | −7−1.3% | Reduced |
| Tradition Wealth Management, LLC | 585 | $93.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 652 | $103.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 856 | $136.2K | 0.04% | +113+15.2% | Added |
| Virtus Investment Advisers, Inc. | 927 | $147.5K | 0.10% | +134+16.9% | Added |
| Nisa Investment Advisors, LLC | 1,018 | $162.0K | 0.00% | −120−10.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,261 | $200.6K | 0.03% | +1,261 | New |
| R.P. Boggs & Co. | 1,276 | $203.0K | 0.18% | +1,276 | New |
| Hardy Reed LLC | 1,335 | $212.4K | 0.04% | +1,335 | New |
| Creative Planning | 1,360 | $216.4K | 0.00% | +1,360 | New |
| Tower Research Capital LLC (TRC) | 1,385 | $220.0K | 0.01% | −436−23.9% | Reduced |
| Walleye Capital LLC | 1,432 | $227.8K | 0.00% | +1,432 | New |
| Russell Investments Group, Ltd. | 1,558 | $247.9K | 0.00% | −720−31.6% | Reduced |
| Pacer Advisors, Inc. | 1,590 | $253.0K | 0.00% | −5,252−76.8% | Reduced |
| Brinker Capital Investments, LLC | 1,604 | $255.2K | 0.00% | −147−8.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,604 | $255.2K | 0.00% | +1,604 | New |
| Millennium Management LLC | 1,634 | $260.0K | 0.00% | −8,602−84.0% | Reduced |
| Marco Investment Management LLC | 1,640 | $260.9K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 1,654 | $263.0K | 0.00% | +37+2.3% | Added |
| Moran Wealth Management, LLC | 1,738 | $276.5K | 0.01% | −530−23.4% | Reduced |
| Graham Capital Management, L.P. | 1,780 | $283.2K | 0.01% | −15,529−89.7% | Reduced |
| Shelton Capital Management | 1,792 | $285.1K | 0.01% | −81−4.3% | Reduced |
| Forte Capital LLC | 1,810 | $288.0K | 0.04% | −5−0.3% | Reduced |
| Centiva Capital, LP | 1,870 | $297.5K | 0.02% | +1,870 | New |
| Profund Advisors LLC | 1,916 | $304.8K | 0.02% | −108−5.3% | Reduced |
| Metropolitan Life Insurance Co | 1,919 | $305.3K | 0.02% | −266−12.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,938 | $308.3K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,001 | $318.3K | 0.00% | −1,358−40.4% | Reduced |
| Raymond James Trust N.A. | 2,103 | $335.0K | 0.01% | +50+2.4% | Added |
| Mackenzie Financial Corp | 2,212 | $351.9K | 0.00% | +75+3.5% | Added |
| Values First Advisors, Inc. | 2,275 | $362.0K | 0.23% | −523−18.7% | Reduced |
| Lindenwold Advisors | 2,299 | $365.7K | 0.23% | −15−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,453 | $390.2K | 0.01% | +48+2.0% | Added |
| Congress Wealth Management LLC | 2,492 | $396.5K | 0.01% | −4,969−66.6% | Reduced |
| Spire Wealth Management | 2,507 | $398.9K | 0.02% | +50+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,520 | $400.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,520 | $400.9K | 0.00% | +267+11.9% | Added |
| Brown Advisory Inc | 2,550 | $405.7K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 2,557 | $406.0K | 0.00% | +2,557 | New |
| First Republic Investment Management, Inc. | 2,775 | $441.5K | 0.00% | +515+22.8% | Added |
| Congress Asset Management Co | 2,815 | $447.8K | 0.00% | −9,038−76.3% | Reduced |
| Man Group plc | – | $462.0K | 0.00% | – | – |
| Prudential Financial Inc | 3,903 | $468.3K | 0.00% | +77+2.0% | Added |
| Yarbrough Capital, LLC | 3,030 | $482.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 3,043 | $484.0K | 0.02% | −55−1.8% | Reduced |
| AQR Capital Management LLC | 3,265 | $510.0K | 0.00% | +300+10.1% | Added |
| Securian Asset Management, Inc | 3,250 | $517.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,300 | $525.0K | 0.00% | +3,300 | New |
| JustInvest LLC | 3,706 | $542.1K | 0.02% | +3,706 | New |
| The PNC Financial Services Group, Inc. | 3,426 | $545.0K | 0.00% | +51+1.5% | Added |