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 2025
Institutional positions in Novanta Inc as of Mar 31, 2025. 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
- 325
- +25 vs. Q4 2024
- Shares held
- 35.6M
- +145.1K (+0.4%) vs. Q4 2024
- Total value
- $4.55B
- −$862.2M (−15.9%) vs. Q4 2024
- New holders
- 59
- 118 more added
- Sold out
- 34
- 109 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Novanta Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $128 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $236 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $256 | 0.00% | −3−60.0% | Reduced |
| Raleigh Capital Management Inc. | 2 | $256 | 0.00% | −2−50.0% | Reduced |
| IFP Advisors, Inc | 0 | $256 | 0.00% | 0 | Unchanged |
| WealthTrak Capital Management LLC | 2 | $256 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 3 | $384 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $510 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 4 | $511 | 0.00% | +4 | New |
| South State Corp. | 4 | $512 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 6 | $767 | 0.00% | +4+200.0% | Added |
| TD Private Client Wealth LLC | 7 | $895 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $896 | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| First Pacific Financial | 8 | $1.02K | 0.00% | −17−68.0% | Reduced |
| CVA Family Office, LLC | 8 | $1.02K | 0.00% | +8 | New |
| Principal Securities, Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Steward Partners Investment Advisory, LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11 | $1.41K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 11 | $1.41K | 0.00% | +11 | New |
| Allworth Financial LP | 12 | $1.45K | 0.00% | −43−78.2% | Reduced |
| Parkside Financial Bank & Trust | 15 | $1.92K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 19 | $2.43K | 0.00% | −1−5.0% | Reduced |
| Beacon Capital Management, LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $3.00K | 0.00% | +11+84.6% | Added |
| Geneos Wealth Management Inc. | 24 | $3.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $3.33K | 0.00% | −19−42.2% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $3.45K | 0.00% | +12+80.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $3.45K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 28 | $3.58K | 0.00% | +28 | New |
| Central Trust Co | 30 | $3.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $4.09K | 0.00% | +22+220.0% | Added |
| Bell Investment Advisors, Inc | 33 | $4.22K | 0.00% | −24−42.1% | Reduced |
| Sterling Capital Management LLC | 37 | $4.73K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $5.24K | 0.00% | +6+17.1% | Added |
| Smartleaf Asset Management LLC | 45 | $5.81K | 0.00% | −2−4.3% | Reduced |
| Covestor Ltd | 49 | $6.00K | 0.00% | +2+4.3% | Added |
| Park Place Capital Corp | 54 | $6.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $7.16K | 0.00% | +40+250.0% | Added |
| Northwestern Mutual Wealth Management Co | 59 | $7.54K | 0.00% | +11+22.9% | Added |
| Caldwell Trust Co | 61 | $7.80K | 0.00% | −14−18.7% | Reduced |
| Ci Investments Inc. | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $8.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $10.2K | 0.00% | +80 | New |
| SRS Capital Advisors, Inc. | 82 | $10.5K | 0.00% | +29+54.7% | Added |
| Private Wealth Management Group, LLC | 86 | $11.0K | 0.00% | +74+616.7% | Added |
| EverSource Wealth Advisors, LLC | 95 | $12.1K | 0.00% | −40−29.6% | Reduced |
| Clearstead Advisors, LLC | 121 | $15.5K | 0.00% | +9+8.0% | Added |
| Rise Advisors, LLC | 135 | $17.3K | 0.01% | −47−25.8% | Reduced |
| Public Employees Retirement System of Ohio | 138 | $17.6K | 0.00% | +18+15.0% | Added |
| Massmutual Trust Co FSB | 143 | $18.3K | 0.00% | +63+78.8% | Added |
| Aster Capital Management (DIFC) Ltd | 157 | $22.7K | 0.00% | +154+5,133.3% | Added |
| Mather Group, LLC. | 180 | $23.0K | 0.00% | +41+29.5% | Added |
| First Horizon Advisors, Inc. | 188 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 200 | $25.6K | 0.00% | +125+166.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 207 | $26.4K | 0.01% | +207 | New |
| Parallel Advisors, LLC | 229 | $29.3K | 0.00% | +214+1,426.7% | Added |
| GHP Investment Advisors, Inc. | 273 | $34.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 297 | $38.0K | 0.00% | −133−30.9% | Reduced |
| Johnson Financial Group, Inc. | 335 | $42.8K | 0.00% | +9+2.8% | Added |
| Boston Private Wealth LLC | 373 | $47.7K | 0.00% | +373 | New |
| GAMMA Investing LLC | 401 | $51.3K | 0.00% | +238+146.0% | Added |
| CWM, LLC | 404 | $52.0K | 0.00% | +310+329.8% | Added |
| Assetmark, Inc | 410 | $52.4K | 0.00% | −11−2.6% | Reduced |
| Signaturefd, LLC | 414 | $52.9K | 0.00% | +184+80.0% | Added |
| CIBC Private Wealth Group, LLC | 538 | $55.2K | 0.00% | +396+278.9% | Added |
| Clear Street Markets LLC | 486 | $62.1K | 0.04% | +486 | New |
| Advisor Group Holdings, Inc. | 506 | $64.8K | 0.00% | −30−5.6% | Reduced |
| Harbor Investment Advisory, LLC | 520 | $66.5K | 0.01% | −125−19.4% | Reduced |
| Umb Bank N A | 613 | $78.4K | 0.00% | +498+433.0% | Added |
| SBI Securities Co., Ltd. | 635 | $81.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 657 | $84.0K | 0.06% | +242+58.3% | Added |
| Strengthening Families & Communities, LLC | 660 | $84.4K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 667 | $85.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 878 | $112.3K | 0.00% | +61+7.5% | Added |
| Coldstream Capital Management Inc | 899 | $115.0K | 0.00% | +899 | New |
| Van Eck Associates Corp | 997 | $127.0K | 0.00% | +348+53.6% | Added |
| Tower Research Capital LLC (TRC) | 1,197 | $153.1K | 0.00% | −1,924−61.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,296 | $165.7K | 0.00% | +61+4.9% | Added |
| KBC Group NV | 1,539 | $197.0K | 0.00% | +39+2.6% | Added |
| Mercer Global Advisors Inc | 1,569 | $200.6K | 0.00% | +1,569 | New |
| Lindenwold Advisors | 1,620 | $207.1K | 0.12% | −275−14.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,693 | $218.8K | 0.00% | +356+26.6% | Added |
| Spire Wealth Management | 1,752 | $224.1K | 0.01% | −200−10.2% | Reduced |
| Mariner, LLC | 1,772 | $226.6K | 0.00% | +156+9.7% | Added |
| Institute for Wealth Management, LLC. | 1,838 | $235.0K | 0.03% | −52−2.8% | Reduced |
| Baird Financial Group, Inc. | 1,868 | $238.9K | 0.00% | −75−3.9% | Reduced |
| HB Wealth Management, LLC | 1,868 | $238.9K | 0.00% | +1,868 | New |
| Madison Wealth Partners, Inc | 1,983 | $253.6K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,000 | $256.0K | 0.00% | +2,000 | New |
| Portside Wealth Group, LLC | 2,079 | $265.8K | 0.04% | −95−4.4% | Reduced |
| Quantinno Capital Management LP | 2,118 | $270.8K | 0.00% | +2,118 | New |
| Entropy Technologies, LP | 2,148 | $274.7K | 0.03% | +292+15.7% | Added |
| Chicago Capital, LLC | 2,165 | $276.8K | 0.01% | −65−2.9% | Reduced |