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, Q4 2023
Institutional positions in Novanta Inc as of Dec 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
- 257
- −5 vs. Q3 2023
- Shares held
- 35.2M
- +728.6K (+2.1%) vs. Q3 2023
- Total value
- $5.93B
- +$983.4M (+19.9%) vs. Q3 2023
- New holders
- 34
- 91 more added
- Sold out
- 39
- 94 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1 | $168 | 0.00% | −4−80.0% | Reduced |
| Tfo-TDC, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $168 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $337 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $462 | 0.00% | +1+50.0% | Added |
| Principal Securities, Inc. | 5 | $842 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $843 | 0.00% | −3−37.5% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| JNBA Financial Advisors | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $1.85K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $2.02K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 16 | $2.69K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 17 | $2.86K | 0.00% | −6−26.1% | Reduced |
| Fairman Group, LLC | 18 | $3.03K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $3.03K | 0.00% | −2−10.0% | Reduced |
| Wolff Wiese Magana LLC | 20 | $3.37K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 21 | $3.54K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $3.71K | 0.00% | +4+22.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 30 | $5.05K | 0.00% | −53−63.9% | Reduced |
| Central Trust Co | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $5.56K | 0.00% | −3−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 38 | $6.40K | 0.00% | +3+8.6% | Added |
| Allworth Financial LP | 47 | $7.92K | 0.00% | +31+193.8% | Added |
| Covestor Ltd | 46 | $8.00K | 0.01% | −3−6.1% | Reduced |
| Quadrant Capital Group LLC | 51 | $8.59K | 0.00% | −32−38.6% | Reduced |
| Ci Investments Inc. | 55 | $9.00K | 0.00% | +2+3.8% | Added |
| Park Place Capital Corp | 54 | $9.09K | 0.00% | +14+35.0% | Added |
| Lindbrook Capital, LLC | 59 | $9.94K | 0.00% | −12−16.9% | Reduced |
| CWM, LLC | 60 | $10.0K | 0.00% | −43−41.7% | Reduced |
| Key Financial Inc | 63 | $10.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $14.3K | 0.00% | +49+136.1% | Added |
| GAMMA Investing LLC | 105 | $16.2K | 0.00% | +105 | New |
| Orion Capital Management LLC | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 111 | $18.7K | 0.00% | +2+1.8% | Added |
| Caldwell Trust Co | 145 | $24.4K | 0.00% | −35−19.4% | Reduced |
| SYSTM Wealth Solutions LLC | 172 | $29.0K | 0.00% | +172 | New |
| First Horizon Advisors, Inc. | 211 | $35.5K | 0.00% | +85+67.5% | Added |
| Van Eck Associates Corp | 226 | $38.0K | 0.00% | +41+22.2% | Added |
| Signaturefd, LLC | 261 | $44.0K | 0.00% | +56+27.3% | Added |
| Huntington National Bank | 295 | $49.7K | 0.00% | +8+2.8% | Added |
| Leonteq Securities AG | 366 | $61.6K | 0.01% | +46+14.4% | Added |
| Assetmark, Inc | 407 | $68.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 528 | $88.0K | 0.00% | −20−3.6% | Reduced |
| Advisory Services Network, LLC | 573 | $96.5K | 0.00% | +573 | New |
| Tradition Wealth Management, LLC | 585 | $99.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 645 | $108.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 651 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 663 | $111.7K | 0.00% | −58−8.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,020 | $171.8K | 0.00% | +2+0.2% | Added |
| Grand Jean Capital Management Inc | 1,200 | $202.1K | 0.06% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,221 | $205.6K | 0.04% | +1,221 | New |
| OneAscent Financial Services LLC | 1,224 | $206.0K | 0.03% | +1,224 | New |
| HSBC Holdings PLC | 1,248 | $210.2K | 0.00% | +1,248 | New |
| Alliance Wealth Advisors, LLC | 1,287 | $216.7K | 0.07% | +1,287 | New |
| Mariner, LLC | 1,343 | $226.2K | 0.00% | −108−7.4% | Reduced |
| Ground Swell Capital, LLC | 1,411 | $237.6K | 0.87% | +1,411 | New |
| Marco Investment Management LLC | 1,480 | $249.2K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,493 | $251.4K | 0.00% | −73−4.7% | Reduced |
| Shelton Capital Management | 1,543 | $259.9K | 0.01% | −110−6.7% | Reduced |
| First Trust Advisors LP | 1,588 | $267.4K | 0.00% | +1,588 | New |
| American Century Companies Inc | 1,631 | $274.7K | 0.00% | +76+4.9% | Added |
| Franklin Resources Inc | 1,686 | $283.9K | 0.00% | +43+2.6% | Added |
| Forte Capital LLC | 1,710 | $288.0K | 0.04% | −10−0.6% | Reduced |
| WoodTrust Financial Corp | 1,733 | $292.0K | 0.05% | −3,225−65.0% | Reduced |
| Norden Group LLC | 1,768 | $297.7K | 0.05% | +1,768 | New |
| Moran Wealth Management, LLC | 1,807 | $304.3K | 0.01% | −75−4.0% | Reduced |
| SG Americas Securities, LLC | 1,833 | $309.0K | 0.00% | −10,285−84.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,847 | $311.1K | 0.05% | +1,847 | New |
| Lindenwold Advisors | 1,889 | $318.1K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,938 | $326.4K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,943 | $327.2K | 0.00% | −124−6.0% | Reduced |
| Profund Advisors LLC | 1,963 | $330.6K | 0.01% | +240+13.9% | Added |
| Metropolitan Life Insurance Co | 2,032 | $342.2K | 0.02% | −72−3.4% | Reduced |
| State of Wyoming | 2,038 | $343.2K | 0.06% | +348+20.6% | Added |
| Spire Wealth Management | 2,219 | $349.5K | 0.01% | −90−3.9% | Reduced |
| Raymond James Trust N.A. | 2,140 | $360.4K | 0.01% | +8+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,353 | $366.6K | 0.00% | +169+7.7% | Added |
| Values First Advisors, Inc. | 2,215 | $373.1K | 0.23% | +12+0.5% | Added |
| AQR Capital Management LLC | 2,310 | $389.0K | 0.00% | −3,148−57.7% | Reduced |
| CI Private Wealth, LLC | 2,341 | $394.2K | 0.00% | +88+3.9% | Added |
| Portside Wealth Group, LLC | 2,364 | $398.1K | 0.07% | +2,364 | New |
| Captrust Financial Advisors | 2,446 | $411.9K | 0.00% | +147+6.4% | Added |
| Brown Advisory Inc | 2,555 | $430.3K | 0.00% | +5+0.2% | Added |
| Keebeck Wealth Management, LLC | 2,647 | $445.8K | 0.07% | −1,518−36.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,654 | $447.0K | 0.01% | −441−14.2% | Reduced |
| Vestcor Inc | 2,668 | $449.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 2,707 | $455.9K | 0.00% | −1,370−33.6% | Reduced |
| Premier Fund Managers Ltd | 2,664 | $457.0K | 0.02% | −1,917−41.8% | Reduced |
| Twin Tree Management, LP | 2,804 | $472.2K | 0.01% | +2,804 | New |
| Teacher Retirement System of Texas | 2,914 | $491.0K | 0.00% | +146+5.3% | Added |
| Securian Asset Management, Inc | 3,032 | $510.6K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 3,043 | $512.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,283 | $530.1K | 0.01% | +3,283 | New |
| Two Sigma Securities, LLC | 3,246 | $546.7K | 0.02% | +1,109+51.9% | Added |
| The PNC Financial Services Group, Inc. | 3,291 | $554.2K | 0.00% | +204+6.6% | Added |
| M&T Bank Corp | 3,442 | $579.6K | 0.00% | +3,442 | New |
| Bank of Montreal | 3,438 | $591.7K | 0.00% | +13+0.4% | Added |
| Illinois Municipal Retirement Fund | 3,531 | $595.0K | 0.01% | 00.0% | Unchanged |