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 2024
Institutional positions in Novanta Inc as of Mar 31, 2024. 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
- 285
- +30 vs. Q4 2023
- Shares held
- 34.8M
- −349.2K (−1.0%) vs. Q4 2023
- Total value
- $6.08B
- +$161.9M (+2.7%) vs. Q4 2023
- New holders
- 42
- 89 more added
- Sold out
- 12
- 104 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $19 | 0.00% | 0 | New |
| Farther Finance Advisors, LLC | 1 | $172 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $175 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $524 | 0.00% | +3 | New |
| IFP Advisors, Inc | 4 | $699 | 0.00% | +4 | New |
| Principal Securities, Inc. | 5 | $874 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.05K | 0.00% | +1+20.0% | Added |
| AdvisorNet Financial, Inc | 7 | $1.22K | 0.00% | +6+600.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.22K | 0.00% | +7 | New |
| JNBA Financial Advisors | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $1.57K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 11 | $1.92K | 0.00% | +11 | New |
| Venturi Wealth Management, LLC | 11 | $1.92K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Quarry LP | 12 | $2.10K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.80K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 18 | $3.15K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $3.50K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $3.50K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 25 | $4.37K | 0.00% | +25 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $5.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $5.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $6.12K | 0.00% | −3−7.9% | Reduced |
| Covestor Ltd | 46 | $8.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $8.04K | 0.00% | +16+53.3% | Added |
| EverSource Wealth Advisors, LLC | 53 | $8.30K | 0.00% | −32−37.6% | Reduced |
| Bell Investment Advisors, Inc | 52 | $9.09K | 0.00% | +30+136.4% | Added |
| Park Place Capital Corp | 54 | $9.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $10.1K | 0.00% | +11+23.4% | Added |
| Lindbrook Capital, LLC | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 65 | $11.4K | 0.00% | +14+27.5% | Added |
| Ci Investments Inc. | 71 | $12.0K | 0.00% | +16+29.1% | Added |
| CWM, LLC | 85 | $15.0K | 0.00% | +25+41.7% | Added |
| Public Employees Retirement System of Ohio | 114 | $19.9K | 0.00% | +3+2.7% | Added |
| Mather Group, LLC. | 125 | $21.1K | 0.00% | +125 | New |
| GAMMA Investing LLC | 122 | $21.3K | 0.00% | +17+16.2% | Added |
| Caldwell Trust Co | 145 | $25.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 168 | $28.9K | 0.00% | +168 | New |
| Simplex Trading, LLC | 166 | $29.0K | 0.00% | +166 | New |
| Rise Advisors, LLC | 182 | $31.8K | 0.02% | +182 | New |
| First Horizon Advisors, Inc. | 211 | $36.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 261 | $45.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 289 | $50.5K | 0.00% | −6−2.0% | Reduced |
| Headlands Technologies LLC | 298 | $52.1K | 0.01% | +298 | New |
| Walleye Capital LLC | 360 | $62.9K | 0.00% | +360 | New |
| Assetmark, Inc | 407 | $71.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 417 | $73.1K | 0.00% | −3,595−89.6% | Reduced |
| Leonteq Securities AG | 465 | $81.3K | 0.01% | +99+27.0% | Added |
| Van Eck Associates Corp | 508 | $89.0K | 0.00% | +282+124.8% | Added |
| Lazard Asset Management LLC | 517 | $90.0K | 0.00% | −11−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 645 | $112.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 743 | $129.9K | 0.00% | +80+12.1% | Added |
| KBC Group NV | 790 | $138.0K | 0.00% | +139+21.4% | Added |
| Hilltop National Bank | 845 | $147.7K | 0.05% | +845 | New |
| Nisa Investment Advisors, LLC | 1,048 | $183.2K | 0.00% | +28+2.7% | Added |
| Massachusetts Wealth Management | 1,174 | $205.2K | 0.14% | +1,174 | New |
| Portfolio Strategies, Inc. | 1,180 | $206.2K | 0.01% | +1,180 | New |
| Hardy Reed LLC | 1,180 | $206.2K | 0.03% | +1,180 | New |
| Grand Jean Capital Management Inc | 1,200 | $209.7K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,218 | $212.9K | 0.12% | −997−45.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,221 | $213.4K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,270 | $222.0K | 0.07% | −17−1.3% | Reduced |
| Two Sigma Investments, LP | 1,300 | $227.2K | 0.00% | +1,300 | New |
| SYSTM Wealth Solutions LLC | 1,317 | $230.2K | 0.03% | +1,145+665.7% | Added |
| Mariner, LLC | 1,456 | $254.5K | 0.00% | +113+8.4% | Added |
| Marco Investment Management LLC | 1,480 | $258.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,534 | $268.1K | 0.01% | −3,497−69.5% | Reduced |
| Shelton Capital Management | 1,543 | $269.7K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,579 | $276.0K | 0.03% | −3,458−68.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,671 | $292.0K | 0.00% | +178+11.9% | Added |
| Allianz Asset Management GmbH | 1,700 | $297.1K | 0.00% | −8,300−83.0% | Reduced |
| Forte Capital LLC | 1,700 | $297.1K | 0.04% | −10−0.6% | Reduced |
| Cynosure Management, LLC | 1,737 | $303.6K | 0.05% | +1,737 | New |
| David Loasby | 1,884 | $321.2K | 0.03% | +1,884 | New |
| Baker Tilly Wealth Management, LLC | 1,843 | $322.1K | 0.06% | −4−0.2% | Reduced |
| Metropolitan Life Insurance Co | 1,881 | $328.7K | 0.01% | −151−7.4% | Reduced |
| Lindenwold Advisors | 1,889 | $330.1K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,938 | $338.7K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,943 | $339.6K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,950 | $340.8K | 0.01% | +143+7.9% | Added |
| Spire Wealth Management | 1,952 | $341.2K | 0.01% | −267−12.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,010 | $351.0K | 0.04% | +2,010 | New |
| Twin Tree Management, LP | 2,019 | $352.9K | 0.01% | −785−28.0% | Reduced |
| State of Wyoming | 2,027 | $354.3K | 0.06% | −11−0.5% | Reduced |
| Profund Advisors LLC | 2,038 | $356.2K | 0.01% | +75+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,100 | $367.0K | 0.00% | −554−20.9% | Reduced |
| Raymond James Trust N.A. | 2,141 | $374.2K | 0.01% | +10.0% | Added |
| HSBC Holdings PLC | 2,196 | $383.3K | 0.00% | +948+76.0% | Added |
| Seven Eight Capital, LP | 2,209 | $386.1K | 0.04% | +2,209 | New |
| Engineers Gate Manager LP | 2,228 | $389.4K | 0.01% | +2,228 | New |