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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 1,843 | $322.1K | 0.06% | −4−0.2% | Reduced |
| David Loasby | 1,884 | $321.2K | 0.03% | +1,884 | New |
| Cynosure Management, LLC | 1,737 | $303.6K | 0.05% | +1,737 | New |
| 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 |
| Envestnet Portfolio Solutions, Inc. | 1,671 | $292.0K | 0.00% | +178+11.9% | Added |
| Navellier & Associates Inc | 1,579 | $276.0K | 0.03% | −3,458−68.7% | Reduced |
| Shelton Capital Management | 1,543 | $269.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,534 | $268.1K | 0.01% | −3,497−69.5% | Reduced |
| Marco Investment Management LLC | 1,480 | $258.7K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 1,456 | $254.5K | 0.00% | +113+8.4% | Added |
| SYSTM Wealth Solutions LLC | 1,317 | $230.2K | 0.03% | +1,145+665.7% | Added |
| Two Sigma Investments, LP | 1,300 | $227.2K | 0.00% | +1,300 | New |
| Alliance Wealth Advisors, LLC | 1,270 | $222.0K | 0.07% | −17−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,221 | $213.4K | 0.04% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,218 | $212.9K | 0.12% | −997−45.0% | Reduced |
| Grand Jean Capital Management Inc | 1,200 | $209.7K | 0.06% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,180 | $206.2K | 0.01% | +1,180 | New |
| Hardy Reed LLC | 1,180 | $206.2K | 0.03% | +1,180 | New |
| Massachusetts Wealth Management | 1,174 | $205.2K | 0.14% | +1,174 | New |
| Nisa Investment Advisors, LLC | 1,048 | $183.2K | 0.00% | +28+2.7% | Added |
| Hilltop National Bank | 845 | $147.7K | 0.05% | +845 | New |
| KBC Group NV | 790 | $138.0K | 0.00% | +139+21.4% | Added |
| Fifth Third Bancorp | 743 | $129.9K | 0.00% | +80+12.1% | Added |
| Harbor Investment Advisory, LLC | 645 | $112.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 517 | $90.0K | 0.00% | −11−2.1% | Reduced |
| Van Eck Associates Corp | 508 | $89.0K | 0.00% | +282+124.8% | Added |
| Leonteq Securities AG | 465 | $81.3K | 0.01% | +99+27.0% | Added |
| Advisor Group Holdings, Inc. | 417 | $73.1K | 0.00% | −3,595−89.6% | Reduced |
| Assetmark, Inc | 407 | $71.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 360 | $62.9K | 0.00% | +360 | New |
| Headlands Technologies LLC | 298 | $52.1K | 0.01% | +298 | New |
| Huntington National Bank | 289 | $50.5K | 0.00% | −6−2.0% | Reduced |
| Signaturefd, LLC | 261 | $45.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 211 | $36.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 182 | $31.8K | 0.02% | +182 | New |
| Simplex Trading, LLC | 166 | $29.0K | 0.00% | +166 | New |
| CIBC Private Wealth Group, LLC | 168 | $28.9K | 0.00% | +168 | New |
| Caldwell Trust Co | 145 | $25.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 122 | $21.3K | 0.00% | +17+16.2% | Added |
| Mather Group, LLC. | 125 | $21.1K | 0.00% | +125 | New |
| Public Employees Retirement System of Ohio | 114 | $19.9K | 0.00% | +3+2.7% | Added |
| CWM, LLC | 85 | $15.0K | 0.00% | +25+41.7% | Added |
| Ci Investments Inc. | 71 | $12.0K | 0.00% | +16+29.1% | Added |
| Quadrant Capital Group LLC | 65 | $11.4K | 0.00% | +14+27.5% | Added |
| Key Financial Inc | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $10.1K | 0.00% | +11+23.4% | Added |
| Park Place Capital Corp | 54 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $9.09K | 0.00% | +30+136.4% | Added |
| EverSource Wealth Advisors, LLC | 53 | $8.30K | 0.00% | −32−37.6% | Reduced |
| Parallel Advisors, LLC | 46 | $8.04K | 0.00% | +16+53.3% | Added |
| Covestor Ltd | 46 | $8.00K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $6.12K | 0.00% | −3−7.9% | Reduced |
| Massmutual Trust Co FSB | 33 | $5.77K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $5.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 25 | $4.37K | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 20 | $3.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $3.50K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $3.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 18 | $3.15K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $2.10K | 0.00% | +12 | New |
| Benjamin F. Edwards & Company, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Venturi Wealth Management, LLC | 11 | $1.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 11 | $1.92K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $1.57K | 0.00% | +9 | New |
| JNBA Financial Advisors | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 6 | $1.05K | 0.00% | +1+20.0% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5 | $874 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $699 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $524 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $175 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $172 | 0.00% | −1−50.0% | Reduced |
| Sofos Investments, Inc. | 0 | $19 | 0.00% | 0 | New |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,732−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |