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, Q3 2024
Institutional positions in Novanta Inc as of Sep 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
- 288
- +21 vs. Q2 2024
- Shares held
- 35.3M
- +4.89M (+16.1%) vs. Q2 2024
- Total value
- $6.31B
- +$1.35B (+27.3%) vs. Q2 2024
- New holders
- 42
- 105 more added
- Sold out
- 21
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $179 | 0.00% | +1 | New |
| Claris Advisors, LLC | 2 | $358 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 5 | $892 | 0.00% | +4+400.0% | Added |
| AdvisorNet Financial, Inc | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $1.25K | 0.00% | +2+40.0% | Added |
| Capital Performance Advisors LLP | 7 | $1.25K | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 10 | $1.79K | 0.00% | −224−95.7% | Reduced |
| Venturi Wealth Management, LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.15K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 15 | $2.68K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $2.86K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $3.00K | 0.00% | +17 | New |
| Parallel Advisors, LLC | 17 | $3.04K | 0.00% | +2+13.3% | Added |
| Fairman Group, LLC | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $3.40K | 0.00% | +1+5.6% | Added |
| Beacon Capital Management, LLC | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24 | $4.29K | 0.00% | +24 | New |
| Addison Advisors LLC | 25 | $4.47K | 0.00% | +25 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $5.37K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 36 | $6.44K | 0.00% | +36 | New |
| Rothschild Investment LLC | 38 | $6.80K | 0.00% | +25+192.3% | Added |
| Ronald Blue Trust, Inc. | 42 | $6.85K | 0.00% | +37+740.0% | Added |
| Mather Group, LLC. | 44 | $7.87K | 0.00% | −41−48.2% | Reduced |
| Covestor Ltd | 46 | $8.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $8.95K | 0.00% | +4+8.7% | Added |
| Allworth Financial LP | 52 | $9.30K | 0.00% | −4−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 53 | $9.48K | 0.00% | −5−8.6% | Reduced |
| Park Place Capital Corp | 54 | $9.66K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 56 | $10.0K | 0.00% | +56 | New |
| Key Financial Inc | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $12.3K | 0.00% | −3−4.2% | Reduced |
| Smartleaf Asset Management LLC | 70 | $12.4K | 0.00% | +21+42.9% | Added |
| Quadrant Capital Group LLC | 82 | $14.7K | 0.00% | +4+5.1% | Added |
| Massmutual Trust Co FSB | 92 | $16.5K | 0.00% | +34+58.6% | Added |
| Oarsman Capital, Inc. | 100 | $17.9K | 0.00% | +100 | New |
| CWM, LLC | 111 | $20.0K | 0.00% | +6+5.7% | Added |
| Umb Bank N A | 112 | $20.0K | 0.00% | +87+348.0% | Added |
| Clearstead Advisors, LLC | 112 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 115 | $20.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 119 | $21.3K | 0.00% | −1−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 142 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 182 | $32.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 188 | $33.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 233 | $41.7K | 0.00% | −128−35.5% | Reduced |
| GAMMA Investing LLC | 237 | $42.4K | 0.00% | +59+33.1% | Added |
| GHP Investment Advisors, Inc. | 273 | $48.8K | 0.00% | +273 | New |
| Huntington National Bank | 280 | $50.1K | 0.00% | −3−1.1% | Reduced |
| nVerses Capital, LLC | 300 | $53.7K | 0.02% | +300 | New |
| Assetmark, Inc | 409 | $73.2K | 0.00% | +2+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 447 | $80.0K | 0.00% | +406+990.2% | Added |
| Leonteq Securities AG | 465 | $83.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 487 | $87.1K | 0.01% | +487 | New |
| Advisor Group Holdings, Inc. | 563 | $100.9K | 0.00% | +90+19.0% | Added |
| Danske Bank A/S | 600 | $107.4K | 0.00% | −1,933−76.3% | Reduced |
| Harbor Investment Advisory, LLC | 645 | $115.4K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 660 | $118.1K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 810 | $144.9K | 0.04% | −62−7.1% | Reduced |
| Fifth Third Bancorp | 848 | $151.7K | 0.00% | +76+9.8% | Added |
| Van Eck Associates Corp | 963 | $166.0K | 0.00% | +213+28.4% | Added |
| Walleye Capital LLC | 1,041 | $186.3K | 0.00% | +1,041 | New |
| KBC Group NV | 1,059 | $189.0K | 0.00% | +137+14.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,151 | $205.9K | 0.01% | +1,151 | New |
| Cerity Partners LLC | 1,160 | $207.5K | 0.00% | +1,160 | New |
| Associated Banc-Corp | 1,168 | $209.0K | 0.01% | +1,168 | New |
| Hardy Reed LLC | 1,180 | $211.1K | 0.02% | +1,180 | New |
| Alliance Wealth Advisors, LLC | 1,192 | $213.3K | 0.06% | −47−3.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,197 | $214.2K | 0.00% | +17+1.4% | Added |
| Grand Jean Capital Management Inc | 1,200 | $214.7K | 0.05% | +1,200 | New |
| Revolve Wealth Partners, LLC | 1,221 | $218.5K | 0.03% | +1,221 | New |
| Values First Advisors, Inc. | 1,233 | $220.7K | 0.12% | +1,233 | New |
| Precision Wealth Strategies, LLC | 1,248 | $223.3K | 0.21% | +1,248 | New |
| Summitry LLC | 1,251 | $223.8K | 0.01% | +1,251 | New |
| Sanctuary Advisors, LLC | 1,366 | $231.9K | 0.00% | +1,366 | New |
| Shelton Capital Management | 1,408 | $251.9K | 0.01% | −51−3.5% | Reduced |
| HighTower Advisors, LLC | 1,417 | $257.0K | 0.00% | +1,417 | New |
| Congress Wealth Management LLC | 1,478 | $264.4K | 0.00% | +1,478 | New |
| Sherbrooke Park Advisers LLC | 1,479 | $264.6K | 0.06% | +1,479 | New |
| Marco Investment Management LLC | 1,480 | $264.8K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,597 | $285.7K | 0.00% | +76+5.0% | Added |
| Forte Capital LLC | 1,605 | $287.2K | 0.03% | −25−1.5% | Reduced |
| Mariner, LLC | 1,677 | $299.5K | 0.00% | +46+2.8% | Added |
| Profund Advisors LLC | 1,733 | $310.1K | 0.01% | +22+1.3% | Added |
| Acadian Asset Management LLC | 1,830 | $327.0K | 0.00% | +1,830 | New |
| Lazard Asset Management LLC | 1,862 | $333.0K | 0.00% | +678+57.3% | Added |
| Lindenwold Advisors | 1,894 | $338.9K | 0.17% | +5+0.3% | Added |
| Institute for Wealth Management, LLC. | 1,918 | $343.2K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,943 | $347.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,953 | $349.3K | 0.01% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 1,983 | $354.8K | 0.11% | +1,983 | New |
| Dynamic Technology Lab Private Ltd | 2,048 | $366.0K | 0.04% | +2,048 | New |
| Raymond James Trust N.A. | 2,046 | $366.1K | 0.01% | −19−0.9% | Reduced |
| WoodTrust Financial Corp | 2,183 | $390.0K | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,230 | $399.0K | 0.01% | 00.0% | Unchanged |