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 |
|---|---|---|---|---|---|
| Mariner, LLC | 1,343 | $226.2K | 0.00% | −108−7.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,287 | $216.7K | 0.07% | +1,287 | New |
| HSBC Holdings PLC | 1,248 | $210.2K | 0.00% | +1,248 | New |
| OneAscent Financial Services LLC | 1,224 | $206.0K | 0.03% | +1,224 | New |
| Revolve Wealth Partners, LLC | 1,221 | $205.6K | 0.04% | +1,221 | New |
| Grand Jean Capital Management Inc | 1,200 | $202.1K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,020 | $171.8K | 0.00% | +2+0.2% | Added |
| Fifth Third Bancorp | 663 | $111.7K | 0.00% | −58−8.0% | Reduced |
| KBC Group NV | 651 | $110.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 645 | $108.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 585 | $99.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 573 | $96.5K | 0.00% | +573 | New |
| Lazard Asset Management LLC | 528 | $88.0K | 0.00% | −20−3.6% | Reduced |
| Assetmark, Inc | 407 | $68.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 366 | $61.6K | 0.01% | +46+14.4% | Added |
| Huntington National Bank | 295 | $49.7K | 0.00% | +8+2.8% | Added |
| Signaturefd, LLC | 261 | $44.0K | 0.00% | +56+27.3% | Added |
| Van Eck Associates Corp | 226 | $38.0K | 0.00% | +41+22.2% | Added |
| First Horizon Advisors, Inc. | 211 | $35.5K | 0.00% | +85+67.5% | Added |
| SYSTM Wealth Solutions LLC | 172 | $29.0K | 0.00% | +172 | New |
| Caldwell Trust Co | 145 | $24.4K | 0.00% | −35−19.4% | Reduced |
| Public Employees Retirement System of Ohio | 111 | $18.7K | 0.00% | +2+1.8% | Added |
| Orion Capital Management LLC | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 105 | $16.2K | 0.00% | +105 | New |
| EverSource Wealth Advisors, LLC | 85 | $14.3K | 0.00% | +49+136.1% | Added |
| Key Financial Inc | 63 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 60 | $10.0K | 0.00% | −43−41.7% | Reduced |
| Lindbrook Capital, LLC | 59 | $9.94K | 0.00% | −12−16.9% | Reduced |
| Park Place Capital Corp | 54 | $9.09K | 0.00% | +14+35.0% | Added |
| Ci Investments Inc. | 55 | $9.00K | 0.00% | +2+3.8% | Added |
| Quadrant Capital Group LLC | 51 | $8.59K | 0.00% | −32−38.6% | Reduced |
| Covestor Ltd | 46 | $8.00K | 0.01% | −3−6.1% | Reduced |
| Allworth Financial LP | 47 | $7.92K | 0.00% | +31+193.8% | Added |
| Northwestern Mutual Wealth Management Co | 38 | $6.40K | 0.00% | +3+8.6% | Added |
| Massmutual Trust Co FSB | 33 | $5.56K | 0.00% | −3−8.3% | Reduced |
| Central Trust Co | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 30 | $5.05K | 0.00% | −53−63.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.71K | 0.00% | +4+22.2% | Added |
| West Paces Advisors Inc. | 21 | $3.54K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 20 | $3.37K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $3.03K | 0.00% | −2−10.0% | Reduced |
| Fairman Group, LLC | 18 | $3.03K | 0.00% | +18 | New |
| LGT Financial Advisors LLC | 17 | $2.86K | 0.00% | −6−26.1% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $2.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.02K | 0.00% | +12 | New |
| Venturi Wealth Management, LLC | 11 | $1.85K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $843 | 0.00% | −3−37.5% | Reduced |
| Principal Securities, Inc. | 5 | $842 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 3 | $462 | 0.00% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 2 | $337 | 0.00% | +2 | New |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −106,018−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −60,379−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −42,470−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −40,452−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −26,713−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −21,094−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,626−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |