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, Q2 2024
Institutional positions in Novanta Inc as of Jun 30, 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
- 270
- −14 vs. Q1 2024
- Shares held
- 34.8M
- +256.1K (+0.7%) vs. Q1 2024
- Total value
- $5.67B
- −$359.9M (−6.0%) vs. Q1 2024
- New holders
- 20
- 108 more added
- Sold out
- 34
- 95 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $652 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $816 | 0.00% | −2−28.6% | Reduced |
| Principal Securities, Inc. | 5 | $816 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $874 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $979 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $1.47K | 0.00% | −3−25.0% | Reduced |
| Venturi Wealth Management, LLC | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $2.12K | 0.00% | +10+333.3% | Added |
| Parallel Advisors, LLC | 15 | $2.45K | 0.00% | −31−67.4% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.94K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 18 | $2.94K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $3.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $3.26K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 22 | $4.00K | 0.00% | +13+144.4% | Added |
| Umb Bank N A | 25 | $4.08K | 0.00% | +14+127.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.40K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 29 | $4.73K | 0.00% | +29 | New |
| Central Trust Co | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41 | $6.69K | 0.00% | +6+17.1% | Added |
| Covestor Ltd | 46 | $8.00K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $8.01K | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 46 | $8.34K | 0.00% | −7−13.2% | Reduced |
| Park Place Capital Corp | 54 | $8.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $9.46K | 0.00% | +25+75.8% | Added |
| SRS Capital Advisors, Inc. | 58 | $9.46K | 0.00% | +48+480.0% | Added |
| Crewe Advisors LLC | 59 | $9.62K | 0.00% | +59 | New |
| Allworth Financial LP | 56 | $9.66K | 0.00% | −2−3.4% | Reduced |
| Key Financial Inc | 63 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $10.3K | 0.00% | +11+21.2% | Added |
| Ci Investments Inc. | 66 | $11.0K | 0.00% | −5−7.0% | Reduced |
| Lindbrook Capital, LLC | 72 | $11.7K | 0.00% | +13+22.0% | Added |
| Quadrant Capital Group LLC | 78 | $12.7K | 0.00% | +13+20.0% | Added |
| Mather Group, LLC. | 85 | $14.9K | 0.00% | −40−32.0% | Reduced |
| Simplex Trading, LLC | 106 | $17.0K | 0.00% | −60−36.1% | Reduced |
| CWM, LLC | 105 | $17.0K | 0.00% | +20+23.5% | Added |
| Clearstead Advisors, LLC | 112 | $18.3K | 0.00% | +112 | New |
| Caldwell Trust Co | 115 | $18.8K | 0.00% | −30−20.7% | Reduced |
| Public Employees Retirement System of Ohio | 120 | $19.6K | 0.00% | +6+5.3% | Added |
| CIBC Private Wealth Group, LLC | 142 | $22.8K | 0.00% | −26−15.5% | Reduced |
| SYSTM Wealth Solutions LLC | 173 | $28.2K | 0.01% | −1,144−86.9% | Reduced |
| GAMMA Investing LLC | 178 | $29.0K | 0.00% | +56+45.9% | Added |
| Rise Advisors, LLC | 182 | $29.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 188 | $30.7K | 0.00% | −23−10.9% | Reduced |
| Global Retirement Partners, LLC | 234 | $38.2K | 0.00% | +231+7,700.0% | Added |
| Huntington National Bank | 283 | $46.2K | 0.00% | −6−2.1% | Reduced |
| Signaturefd, LLC | 361 | $58.9K | 0.00% | +100+38.3% | Added |
| Assetmark, Inc | 407 | $66.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 465 | $75.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 473 | $77.3K | 0.00% | +56+13.4% | Added |
| Harbor Investment Advisory, LLC | 645 | $105.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 660 | $108.0K | 0.03% | +660 | New |
| Van Eck Associates Corp | 750 | $122.0K | 0.00% | +242+47.6% | Added |
| Fifth Third Bancorp | 772 | $125.9K | 0.00% | +29+3.9% | Added |
| SG Americas Securities, LLC | 807 | $132.0K | 0.00% | −14,781−94.8% | Reduced |
| Hilltop National Bank | 872 | $142.2K | 0.05% | +27+3.2% | Added |
| PEAK6 Investments LLC | 898 | $146.5K | 0.01% | +898 | New |
| KBC Group NV | 922 | $150.0K | 0.00% | +132+16.7% | Added |
| Nisa Investment Advisors, LLC | 1,180 | $192.5K | 0.00% | +132+12.6% | Added |
| Lazard Asset Management LLC | 1,184 | $193.0K | 0.00% | +667+129.0% | Added |
| Alliance Wealth Advisors, LLC | 1,239 | $202.1K | 0.06% | −31−2.4% | Reduced |
| Shelton Capital Management | 1,459 | $238.0K | 0.01% | −84−5.4% | Reduced |
| Marco Investment Management LLC | 1,480 | $241.4K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,521 | $248.1K | 0.00% | −150−9.0% | Reduced |
| Forte Capital LLC | 1,630 | $265.9K | 0.03% | −70−4.1% | Reduced |
| Mariner, LLC | 1,631 | $266.0K | 0.00% | +175+12.0% | Added |
| Allianz Asset Management GmbH | 1,700 | $277.3K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,710 | $278.9K | 0.00% | +1,710 | New |
| Profund Advisors LLC | 1,711 | $279.1K | 0.01% | −327−16.0% | Reduced |
| Argent Capital Management LLC | 1,801 | $293.8K | 0.01% | +1,801 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,814 | $295.9K | 0.00% | +1,814 | New |
| Norden Group LLC | 1,821 | $297.0K | 0.06% | −643−26.1% | Reduced |
| Susquehanna International Group, LLP | 1,831 | $298.7K | 0.00% | −6,570−78.2% | Reduced |
| Lindenwold Advisors | 1,889 | $308.1K | 0.16% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,918 | $312.8K | 0.04% | −20−1.0% | Reduced |
| Baird Financial Group, Inc. | 1,943 | $316.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,952 | $318.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,065 | $336.8K | 0.01% | −76−3.5% | Reduced |
| Moran Wealth Management, LLC | 2,115 | $345.0K | 0.01% | +165+8.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,120 | $345.8K | 0.00% | +20+1.0% | Added |
| WoodTrust Financial Corp | 2,183 | $356.0K | 0.06% | −550−20.1% | Reduced |
| State of Wyoming | 2,219 | $361.9K | 0.06% | +192+9.5% | Added |
| Chicago Capital, LLC | 2,230 | $363.7K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,274 | $370.9K | 0.00% | +25+1.1% | Added |
| Cynosure Management, LLC | 2,283 | $372.4K | 0.06% | +546+31.4% | Added |
| Premier Fund Managers Ltd | 2,289 | $374.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,300 | $375.2K | 0.40% | −2,400−51.1% | Reduced |
| David Loasby | 2,363 | $376.0K | 0.04% | +479+25.4% | Added |
| Portside Wealth Group, LLC | 2,384 | $388.9K | 0.07% | −92−3.7% | Reduced |
| CI Private Wealth, LLC | 2,458 | $400.9K | 0.00% | +98+4.2% | Added |
| Bank of Hawaii | 2,500 | $407.8K | 0.02% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,500 | $407.8K | 0.11% | 00.0% | Unchanged |
| Danske Bank A/S | 2,533 | $413.2K | 0.00% | −7,975−75.9% | Reduced |
| AQR Capital Management LLC | 2,542 | $414.6K | 0.00% | −105−4.0% | Reduced |
| Brown Advisory Inc | 2,558 | $417.2K | 0.00% | −10−0.4% | Reduced |
| HSBC Holdings PLC | 2,651 | $434.2K | 0.00% | +455+20.7% | Added |
| Two Sigma Securities, LLC | 2,737 | $446.4K | 0.02% | −567−17.2% | Reduced |