NovantaNOVT

13F holders, Q4 2024 (December 31)
303holders +15
38new positions
29sold out
5famous investors
$152.72avg. 13F price*

At the end of Q4 2024, 303 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 15 from Q3 2024. 38 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($699.5M), Vanguard Group Inc. ($630.0M) and T. Rowe Price Associates Inc. ($291.5M). 5 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Novanta Inc.
CUSIP
67000B104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 284Q1 2024Q2 2024: 270Q2 2024Q3 2024: 288Q3 2024Q4 2024: 303Q4 2024Q1 2025: 324Q1 2025Q2 2025: 326Q2 2025Q3 2025: 319Q3 2025Q4 2025: 328Q4 2025Q1 2026: 332Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions38$65.7M
Exits29$16.1M

All 13F filers, Q3 2024 → Q4 2024: 1,759,778 shares bought and 1,482,658 shares sold, net +277,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

BlackRock, Inc. 0.01% Add +1.8% 4,579,065 $699.5M
Vanguard Group Inc. 0.01% Add +1.5% 4,123,828 $630.0M
T. Rowe Price Associates Inc. 0.03% Reduce -7.6% 1,907,841 $291.5M
Conestoga Capital Advisors, LLC 2.73% Reduce -0.2% 1,348,032 $205.9M
State Street Corp. 0.01% Add +3.0% 1,337,576 $204.3M
Alliancebernstein L.P. 0.05% Add +6.2% 1,004,879 $153.5M
Wasatch Advisors LP 0.75% Reduce -0.9% 996,832 $152.3M
William Blair Investment Management, LLC 0.36% Add +1.2% 975,841 $149.1M
Geode Capital Management, LLC 0.01% Reduce -0.2% 873,424 $133.5M
Geneva Capital Management LLC 2.26% Add +9.3% 852,638 $130.3M
Macquarie Group Ltd. 0.15% Add +0.8% 834,649 $127.5M
Allspring Global Investments Holdings, LLC 0.19% Add +8.0% 793,359 $119.8M
Capital International Investors 0.02% No change 755,395 $115.4M
Neuberger Berman Group LLC 0.09% Reduce -16.1% 740,873 $113.2M
T. Rowe Price Investment Management, Inc. 0.06% Add +69.9% 680,169 $103.9M
JPMorgan Chase & Co. 0.01% Add +1.0% 657,137 $100.4M
Dimensional Fund Advisors LP 0.02% Reduce -0.6% 639,841 $97.7M
AXA S.A. 0.23% Reduce -1.9% 497,487 $76.0M
Northern Trust Corp. 0.01% Add +14.0% 487,688 $74.5M
Wellington Management Group LLP 0.01% Reduce -3.5% 475,953 $72.7M
Kayne Anderson Rudnick Investment Management LLC 0.17% Reduce -3.6% 474,050 $72.4M
Ameriprise Financial Inc. 0.02% Add +9.9% 457,225 $69.9M
Artisan Partners Limited Partnership 0.11% Reduce -3.7% 455,334 $69.6M
Blair William & Co. 0.20% Add +2.4% 448,434 $68.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.2% 440,189 $67.2M
Goldman Sachs Group Inc. 0.01% Add +12.7% 412,504 $63.0M
Champlain Investment Partners, LLC 0.40% Reduce -11.4% 409,342 $62.5M
GW&K Investment Management, LLC 0.45% Reduce -2.3% 346,668 $53.0M
Morgan Stanley 0.00% Add +3.7% 335,337 $51.2M
Norges Bank 0.01% Add +1.1% 317,092 $48.4M
Loomis Sayles & Co. L P 0.05% Reduce -2.8% 281,255 $43.0M
Bank of New York Mellon Corp 0.01% Reduce -1.1% 277,681 $42.4M
Royal Bank of Canada 0.01% Reduce -0.7% 276,772 $42.3M
Schroder Investment Management Group 0.04% Add +52.5% 271,583 $41.4M
Sei Investments Co. 0.05% Add +2.2% 255,641 $39.1M
Federated Hermes, Inc. 0.08% Add +0.1% 231,083 $35.3M
DF Dent & Co. Inc. 0.39% Reduce -2.8% 199,980 $30.6M
Public Employees Retirement Association of Colorado 0.10% No change 168,396 $25.7M
Fred Alger Management, LLC 0.12% Reduce -12.1% 165,740 $25.3M
Clearbridge Investments, LLC 0.02% Reduce -46.4% 164,576 $25.1M
Telemark Asset Management, LLC 2.44% Add +60.0% 160,000 $24.4M
Franklin Resources Inc. 0.01% Reduce -26.6% 157,818 $24.1M
Aristotle Capital Boston, LLC 0.86% Reduce -10.8% 151,655 $23.2M
Legal & General Group Plc 0.01% Add +4.3% 146,776 $22.4M
Bessemer Group Inc. 0.04% Reduce -10.4% 145,612 $22.2M
Bank of America Corp. 0.00% Reduce -8.5% 145,033 $22.2M
Janus Henderson Group PLC 0.01% Reduce -1.2% 128,919 $19.7M
Pictet Asset Management Holding SA 0.02% Add +1.3% 127,604 $19.5M
Nuveen Asset Management, LLC 0.01% Add +2.8% 126,812 $19.4M
Exchange Traded Concepts, LLC 0.37% Add +4.0% 120,566 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.8% 118,062 $18.0M
Rhumbline Advisers 0.01% Reduce -0.3% 109,288 $16.7M
Eventide Asset Management, LLC 0.30% Reduce -13.6% 109,191 $16.7M
Baron Capital (BAMCO) 0.04% Reduce -3.3% 102,927 $15.7M
WCM Investment Management, LLC 0.04% New 99,177 $15.1M
Principal Financial Group Inc. 0.01% Add +0.2% 90,781 $13.9M
New York State Common Retirement Fund 0.02% Add +0.8% 89,320 $13.6M
Millennium Management 0.01% Add +2714.7% 88,297 $13.5M
Barclays PLC 0.01% Add +27.1% 83,313 $12.7M
Swiss National Bank 0.01% Add +0.7% 70,600 $10.8M
Wells Fargo & Company 0.00% Add +9.2% 68,803 $10.5M
Envestnet Asset Management Inc. 0.00% Add +0.9% 63,667 $9.7M
Axiom Investors LLC 0.07% Reduce -22.5% 62,432 $9.5M
Segall Bryant & Hamill, LLC 0.12% Reduce -39.0% 58,528 $8.9M
Corebridge Financial, Inc. 0.05% Reduce -5.1% 58,234 $8.9M
Invesco Ltd. 0.00% Reduce -88.8% 58,039 $8.9M
California Public Employees Retirement System 0.01% Reduce -8.0% 57,477 $8.8M
Edgestream Partners, L.P. 0.37% New 56,648 $8.7M
Thames Capital Management LLC 2.21% No change 53,301 $8.1M
Qube Research & Technologies Ltd 0.01% Add +793.7% 51,834 $7.9M
Raymond James Financial Inc. 0.00% — 51,717 $7.9M
Voloridge Investment Management, LLC 0.03% New 46,681 $7.1M
Summit Creek Advisors LLC 0.93% New 46,467 $7.1M
Mutual of America Capital Management LLC 0.08% Add +6.7% 46,153 $7.1M
Retirement Systems of Alabama 0.02% Add +0.1% 43,678 $6.7M
MetLife Investment Management, LLC 0.03% Add +8.1% 41,301 $6.3M
Citigroup Inc. 0.01% Add +12.8% 38,342 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.7% 36,761 $5.6M
Nicholas Company, Inc. 0.09% Add +65.1% 35,369 $5.4M
Deutsche Bank AG 0.00% Add +57.5% 33,840 $5.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.3% 33,806 $5.2M
UBS Group AG 0.00% Add +52.6% 33,799 $5.2M
California State Teachers Retirement System 0.01% Reduce -1.1% 33,573 $5.1M
Kornitzer Capital Management Inc. 0.10% New 33,415 $5.1M
Twin Tree Management, LP 0.10% Add +32.2% 28,213 $4.3M
Natixis Advisors, LLC 0.01% Reduce -2.3% 25,372 $3.9M
Wealth High Governance Capital Ltda 1.36% New 24,836 $3.8M
Granahan Investment Management, LLC 0.16% Reduce -15.0% 24,444 $3.7M
D. E. Shaw & Co. 0.00% New 24,094 $3.7M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.3% 24,085 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +2.0% 23,886 $3.6M
Pathstone Holdings, LLC 0.02% Reduce -9.9% 23,280 $3.6M
TD Asset Management Inc 0.00% Add +83.5% 22,194 $3.4M
LPL Financial LLC 0.00% Add +19.6% 21,537 $3.2M
Moody Aldrich Partners LLC 0.60% Reduce -2.7% 21,145 $3.2M
Essex Investment Management Co. LLC 0.56% Reduce -12.7% 20,411 $3.1M
State of Wisconsin Investment Board 0.01% Reduce -33.9% 19,554 $3.0M
Azzad Asset Management Inc. 0.51% Add +4.5% 17,182 $2.6M
Amundi 0.00% Reduce -8.1% 17,136 $2.6M
Amalgamated Bank 0.02% No change 16,459 $2.5M
Twinbeech Capital LP 0.04% Reduce -44.0% 15,791 $2.4M
Susquehanna International Group, LLP 0.00% Add +297.2% 15,335 $2.3M
BW Gestao de Investimentos Ltda. 0.11% New 15,164 $2.3M
Intech Investment Management LLC 0.02% Add +182.9% 14,999 $2.3M
Advantage Alpha Capital Partners LP 0.53% Reduce -8.7% 14,716 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -10.0% 14,492 $2.2M
Pinebridge Investments, L.P. 0.02% Add +42.7% 14,354 $2.2M
Quantbot Technologies LP 0.08% New 14,295 $2.2M
Zions Bancorporation, N.A. 0.14% Add +21.2% 14,211 $2.2M
Townsquare Capital LLC 0.02% Reduce -5.9% 13,611 $2.1M
Citadel Advisors 0.00% Reduce -4.5% 13,154 $2.0M
State of New Jersey Common Pension Fund D 0.01% No change 12,765 $2.0M
Ensign Peak Advisors, Inc 0.00% No change 12,604 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -4.1% 12,595 $1.9M
Bryce Point Capital, LLC 0.53% — 11,981 $1.8M
ProShare Advisors LLC 0.00% Add +39.4% 11,784 $1.8M
Ameritas Investment Partners, Inc. 0.05% Add +0.2% 10,948 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.8% 10,803 $1.6M
Russell Investments Group, Ltd. 0.00% Add +19.2% 10,755 $1.6M
Voya Investment Management LLC 0.00% Reduce -7.7% 10,742 $1.6M
Arizona State Retirement System 0.01% Add +0.7% 10,412 $1.6M
Louisiana State Employees Retirement System 0.03% No change 10,000 $1.5M
Handelsbanken Fonder AB 0.01% Add +16.6% 9,811 $1.5M
Glenmede Trust Co. NA 0.01% Add +3.3% 9,653 $1.5M
Stifel Financial Corp. 0.00% Add +27.6% 9,577 $1.5M
Creative Planning 0.00% Reduce -1.6% 9,409 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -54.3% 9,159 $1.4M
Pacer Advisors, Inc. 0.00% Add +0.7% 9,133 $1.4M
New Age Alpha Advisors, LLC 0.06% New 9,109 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +11.6% 9,092 $1.4M
Peregrine Capital Management LLC 0.04% No change 8,838 $1.4M
State of Michigan Retirement System 0.01% No change 8,500 $1.3M
Thrivent Financial for Lutherans 0.00% Add +0.2% 8,452 $1.3M
Victory Capital Management Inc. 0.00% Reduce -1.3% 8,399 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.0% 8,011 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 7,983 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 7,933 $1.2M
Holocene Advisors, LP 0.00% New 7,852 $1.2M
Daiwa Securities Group Inc. 0.01% Reduce -1.3% 7,679 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% — 7,641 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -0.3% 7,413 $1.1M
KLP Kapitalforvaltning As 0.01% — 7,400 $1.1M
New Mexico Educational Retirement Board 0.04% No change 7,300 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.8% 7,268 $1.1M
Squarepoint Ops LLC 0.00% New 6,687 $1.0M
Gsa Capital Partners LLP 0.07% New 6,415 $980K
Legato Capital Management LLC 0.12% Reduce -23.0% 6,106 $933K
Mirova 0.16% No change 5,997 $916K
Lazard Asset Management LLC 0.00% Add +220.6% 5,969 $911K
Headlands Technologies LLC 0.09% Add +1118.5% 5,934 $907K
First Trust Advisors LP 0.00% Add +22.8% 5,909 $903K
New York State Teachers Retirement System 0.00% No change 5,676 $867K
FMR LLC 0.00% Reduce -32.9% 5,383 $822K
Xponance LLC 0.01% Add +9.5% 5,298 $809K
Transatlantique Private Wealth LLC 0.30% No change 5,112 $781K
Baillie Gifford & Co. 0.00% Reduce -10.0% 5,006 $765K
Capital Advisors Inc. 0.02% No change 5,000 $764K
Balyasny Asset Management L.P. 0.00% New 4,796 $733K
Nomura Holdings Inc. 0.00% New 4,758 $727K
Yarbrough Capital, LLC 0.03% No change 4,705 $719K
Tidal Investments LLC 0.01% Reduce -28.1% 4,650 $710K
US Bancorp \de 0.00% Reduce -13.9% 4,583 $700K
Natixis 0.00% New 4,500 $687K
Brown Advisory Inc. 0.00% Add +71.8% 4,390 $671K
Diversified Trust Co. 0.02% Reduce -7.0% 4,282 $654K
Commerce Bank 0.00% Reduce -0.9% 4,214 $644K
State of Alaska, Department of Revenue 0.01% Reduce -1.3% 4,096 $625K
Argent Capital Management LLC 0.02% Add +35.9% 3,956 $604K
Prudential Financial Inc. 0.00% Reduce -60.0% 3,439 $576K
Bank of Montreal 0.00% Add +15.9% 3,725 $569K
Independent Advisor Alliance 0.01% Reduce -0.7% 3,698 $565K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.0% 3,641 $556K
M&T Bank Corp 0.00% Reduce -0.8% 3,589 $549K
Engineers Gate Manager LP 0.01% Reduce -40.2% 3,534 $540K
Focus Partners Wealth 0.00% New 3,523 $538K
STRS Ohio 0.00% Reduce -7.9% 3,500 $535K
Truist Financial Corp. 0.00% Reduce -8.2% 3,432 $524K
Cibc World Markets Corp. 0.00% New 3,357 $513K
EntryPoint Capital, LLC 0.21% New 3,340 $510K
Jane Street Group, LLC 0.00% Reduce -90.8% 3,309 $506K
PNC Financial Services Group, Inc. 0.00% Reduce -9.8% 3,283 $502K
Moran Wealth Management, LLC 0.02% Add +9.4% 3,241 $495K
Captrust Financial Advisors 0.00% Reduce -4.0% 3,241 $495K
Occudo Quantitative Strategies LP 0.09% New 3,155 $482K
NewEdge Advisors, LLC 0.00% Reduce -0.3% 3,148 $481K
Nicolet Advisory Services, LLC 0.04% Add +30.3% 3,260 $481K
Tower Research Capital LLC (TRC) 0.01% Reduce -34.5% 3,121 $477K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -46.3% 3,090 $472K
Callan Family Office, LLC 0.03% New 3,045 $465K
Norden Group LLC 0.05% Reduce -6.0% 2,892 $442K
Regions Financial Corp. 0.00% Reduce -36.0% 2,745 $419K
Securian Asset Management, Inc. 0.01% No change 2,732 $417K
Atria Investments, Inc 0.00% Reduce -12.6% 2,587 $395K
State of Wyoming 0.05% Add +4.4% 2,536 $387K
Corient Private Wealth LP 0.00% Reduce -6.2% 2,512 $384K
Bank of Hawaii 0.02% No change 2,500 $382K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% — 2,450 $374K
Farringdon Capital, Ltd. 0.15% — 2,423 $370K
Dynamic Technology Lab Private Ltd 0.06% Add +15.7% 2,370 $362K
AQR Capital Management 0.00% Reduce -15.2% 2,365 $361K
Yorktown Management & Research Co Inc 0.34% No change 2,300 $351K
HSBC Holdings PLC 0.00% Reduce -6.8% 2,279 $348K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.9% 2,273 $345K
Chicago Capital, LLC 0.01% No change 2,230 $341K
Two Sigma Securities, LLC 0.06% Reduce -44.5% 2,209 $337K
WoodTrust Financial Corp 0.05% No change 2,183 $333K
Portside Wealth Group, LLC 0.06% Reduce -3.4% 2,174 $332K
Madison Wealth Partners, Inc 0.08% No change 1,983 $303K
O'shaughnessy Asset Management, LLC 0.00% Reduce -21.8% 1,971 $301K
Cynosure Group, LLC 0.04% Reduce -13.1% 1,969 $301K
Spire Wealth Management 0.01% Reduce -0.1% 1,952 $298K
Baird Financial Group, Inc. 0.00% No change 1,943 $297K
Lindenwold Advisors, INC 0.15% Add +0.1% 1,895 $289K
Institute for Wealth Management, LLC. 0.04% Reduce -1.5% 1,890 $289K
Entropy Technologies, LP 0.03% New 1,856 $284K
HRT Financial LP 0.00% New 1,849 $282K
Versor Investments LP 0.05% New 1,800 $275K
Graham Capital Management, L.P. 0.01% New 1,760 $269K
Summitry LLC 0.01% Add +40.6% 1,759 $269K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.6% 1,687 $258K
Profund Advisors LLC 0.01% Reduce -3.5% 1,673 $256K
First Commonwealth Financial Corp 0.06% Reduce -33.4% 1,666 $255K
Values First Advisors, Inc. 0.14% Add +34.6% 1,660 $254K
Mariner, LLC 0.00% Reduce -3.6% 1,616 $247K
Forte Capital LLC 0.03% Reduce -5.0% 1,525 $233K
KBC Group NV 0.00% Add +41.6% 1,500 $229K
Marco Investment Management LLC 0.02% No change 1,480 $226K
HighTower Advisors, LLC 0.00% Add +4.3% 1,478 $226K
Shelton Capital Management 0.01% No change 1,408 $215K
&partners 0.00% New 1,337 $205K
Premier Fund Managers Ltd 0.01% Reduce -44.7% 1,266 $193K
Nisa Investment Advisors, LLC 0.00% Add +3.2% 1,235 $189K
Fifth Third Bancorp 0.00% Reduce -3.7% 817 $125K
Hilltop National Bank 0.03% Reduce -7.5% 749 $114K
Venturi Wealth Management, LLC 0.01% Add +6500.0% 726 $111K
Leonteq Securities AG 0.01% Add +43.4% 667 $102K
Strengthening Families & Communities, LLC 0.06% No change 660 $101K
Van Eck Associates Corp. 0.00% Reduce -32.6% 649 $99K
Harbor Investment Advisory, LLC 0.01% No change 645 $99K
SBI Securities Co., Ltd. 0.00% — 635 $97K
Osaic Holdings, Inc. 0.00% Reduce -4.8% 536 $82K
Huntington National Bank 0.00% Add +53.6% 430 $66K
Assetmark, Inc. 0.00% Add +2.9% 421 $64K
Caitong International Asset Management Co., Ltd 0.06% — 415 $63K
Johnson Financial Group, Inc. 0.00% Add +482.1% 326 $49K
GHP Investment Advisors, Inc. 0.00% No change 273 $42K
Signaturefd, LLC 0.00% Reduce -1.3% 230 $35K
First Horizon Advisors, Inc. 0.00% No change 188 $29K
Rise Advisors, LLC 0.01% No change 182 $28K
Empowered Funds, LLC 0.00% New 172 $26K
GAMMA Investing LLC 0.00% Reduce -31.2% 163 $25K
CIBC Private Wealth Group LLC 0.00% No change 142 $22K
Mather Group, Llc. 0.00% Add +215.9% 139 $21K
EverSource Wealth Advisors, LLC 0.00% Add +170.0% 135 $21K
Public Employees Retirement System of Ohio 0.00% Add +0.8% 120 $18K
UMB Bank, n.a. 0.00% Add +2.7% 115 $18K
Clearstead Advisors, LLC 0.00% No change 112 $17K
Oarsman Capital, Inc. 0.00% Add +6.0% 106 $16K
Cwm, LLC 0.00% Reduce -15.3% 94 $14K
Walleye Trading LLC 0.00% New 91 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.0% 80 $12K
Quadrant Capital Group LLC 0.00% Reduce -4.9% 78 $12K
Caldwell Trust Co 0.00% Reduce -34.8% 75 $11K
Lindbrook Capital, LLC 0.00% Add +8.7% 75 $11K
CI Investments Inc. 0.00% Reduce -1.5% 65 $10K
Key Financial Inc 0.00% No change 63 $10K
Bell Investment Advisors, Inc 0.00% Reduce -9.5% 57 $9K
Allworth Financial LP 0.00% Add +5.8% 55 $8K
Park Place Capital Corp 0.00% No change 54 $8K
Arax Advisory Partners 0.00% No change 53 $8K
Simplex Trading, LLC 0.00% New 56 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -89.3% 48 $7K
Smartleaf Asset Management LLC 0.00% Reduce -32.9% 47 $7K
Covestor Ltd 0.00% Add +2.2% 47 $7K
Quarry LP 0.00% New 45 $7K
Sterling Capital Management LLC 0.00% Add +2.8% 37 $6K
WPG Advisers, LLC 0.01% — 35 $5K
CENTRAL TRUST Co 0.00% No change 30 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $4K
First Pacific Financial 0.00% New 25 $4K
Geneos Wealth Management Inc. 0.00% No change 24 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $3K
JFS Wealth Advisors, LLC 0.00% Add +5.3% 20 $3K
Beacon Capital Management, LLC 0.00% No change 20 $3K
Jones Financial Companies LLLP 0.00% No change 17 $3K
Rothschild Investment LLC 0.00% Reduce -57.9% 16 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.3% 15 $2K
Parallel Advisors, LLC 0.00% Reduce -11.8% 15 $2K
Private Wealth Management Group, LLC 0.00% No change 12 $2K
Steward Partners Investment Advisory, LLC 0.00% New 11 $2K
Larson Financial Group LLC 0.00% New 10 $2K
Fairman Group, LLC 0.00% Reduce -50.0% 9 $1K
Principal Securities, Inc. 0.00% No change 7 $1K
Hemington Wealth Management 0.00% Add +18.2% 13 $1K
Sierra Ocean, LLC 0.00% — 6 $917
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 5 $764
Raleigh Capital Management Inc. 0.00% New 4 $611
HHM Wealth Advisors, LLC 0.00% New 3 $459
Aster Capital Management (DIFC) Ltd 0.00% New 3 $458
Global Financial Private Client, LLC 0.00% New 2 $306
Global Retirement Partners, LLC 0.00% Reduce -80.0% 2 $306
Parkworth Wealth Management, Inc. 0.00% — 1 $153
Farther Finance Advisors, LLC 0.00% Reduce -80.0% 1 $153

"% of holder's portfolio" is NOVT's weight in each manager's 13F, not the share of Novanta Inc. the manager owns.