NovantaNOVT

13F holders, Q1 2025 (March 31)
324holders +21
54new positions
34sold out
7famous investors
$127.87avg. 13F price*

At the end of Q1 2025, 324 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 21 from Q4 2024. 54 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($579.1M), Vanguard Group Inc. ($523.3M) and T. Rowe Price Associates Inc. ($234.2M). 7 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$78.5M
Exits34$60.4M

All 13F filers, Q4 2024 → Q1 2025: 2,366,364 shares bought and 2,361,907 shares sold, net +4,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

BlackRock, Inc. 0.01% Reduce -1.1% 4,528,441 $579.1M
Vanguard Group Inc. 0.01% Reduce -0.8% 4,092,650 $523.3M
T. Rowe Price Associates Inc. 0.03% Reduce -4.0% 1,831,820 $234.2M
Conestoga Capital Advisors, LLC 2.63% Add +1.3% 1,365,252 $174.6M
State Street Corp. 0.01% Add +0.4% 1,342,795 $171.7M
Wasatch Advisors LP 0.71% Reduce -0.2% 995,044 $127.2M
Geneva Capital Management LLC 2.23% Add +9.6% 934,035 $119.4M
William Blair Investment Management, LLC 0.33% Reduce -4.8% 928,888 $118.8M
Alliancebernstein L.P. 0.04% Reduce -9.1% 913,837 $116.9M
Geode Capital Management, LLC 0.01% Add +3.8% 906,877 $116.0M
Macquarie Group Ltd. 0.14% Add +3.4% 862,794 $110.3M
Capital International Investors 0.02% No change 755,395 $96.6M
Allspring Global Investments Holdings, LLC 0.17% Reduce -5.0% 754,007 $96.1M
JPMorgan Chase & Co. 0.01% Add +8.7% 714,142 $91.3M
T. Rowe Price Investment Management, Inc. 0.06% Add +1.9% 693,090 $88.6M
Champlain Investment Partners, LLC 0.55% Add +45.6% 596,190 $76.2M
Dimensional Fund Advisors LP 0.02% Reduce -10.2% 574,446 $73.5M
Neuberger Berman Group LLC 0.06% Reduce -27.7% 535,595 $68.5M
Wellington Management Group LLP 0.01% Add +1.9% 485,196 $62.0M
Morgan Stanley 0.00% Add +39.6% 468,259 $59.9M
Northern Trust Corp. 0.01% Reduce -4.2% 467,392 $59.8M
AXA S.A. 0.19% Reduce -7.9% 458,191 $58.6M
Kayne Anderson Rudnick Investment Management LLC 0.14% Reduce -5.3% 448,738 $57.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.5% 438,116 $56.0M
Blair William & Co. 0.17% Reduce -2.4% 437,911 $56.0M
Goldman Sachs Group Inc. 0.01% Add +1.6% 419,037 $53.6M
GW&K Investment Management, LLC 0.40% Reduce -3.2% 335,711 $42.9M
Artisan Partners Limited Partnership 0.07% Reduce -30.1% 318,078 $40.7M
Ameriprise Financial Inc. 0.01% Reduce -37.3% 286,749 $36.7M
Norges Bank 0.00% Reduce -14.7% 270,467 $34.6M
Schroder Investment Management Group 0.03% Reduce -2.2% 265,683 $34.3M
Royal Bank of Canada 0.01% Reduce -3.8% 266,187 $34.0M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 262,400 $33.6M
Sei Investments Co. 0.04% Reduce -1.8% 251,016 $32.1M
Millennium Management 0.03% Add +180.7% 247,848 $31.7M
Loomis Sayles & Co. L P 0.04% Reduce -22.9% 216,941 $27.7M
Janus Henderson Group PLC 0.01% Add +50.5% 193,997 $25.0M
Bank of America Corp. 0.00% Add +34.4% 194,940 $24.9M
Public Employees Retirement Association of Colorado 0.09% No change 168,396 $21.5M
D. E. Shaw & Co. 0.03% Add +597.2% 167,984 $21.5M
DF Dent & Co. Inc. 0.27% Reduce -21.8% 156,317 $20.0M
Legal & General Group Plc 0.01% Add +6.0% 155,526 $19.9M
Bessemer Group Inc. 0.03% Add +4.0% 151,430 $19.4M
Exchange Traded Concepts, LLC 0.31% Add +13.8% 137,243 $17.5M
Squarepoint Ops LLC 0.04% Add +1950.4% 137,109 $17.5M
Clearline Capital LP 1.73% New 133,866 $17.1M
Pictet Asset Management Holding SA 0.02% Add +4.0% 132,667 $17.0M
Aristotle Capital Boston, LLC 0.83% Reduce -14.6% 129,515 $16.6M
Nuveen, LLC 0.00% — 125,714 $16.1M
Voloridge Investment Management, LLC 0.06% Add +166.7% 124,480 $15.9M
Qube Research & Technologies Ltd 0.02% Add +117.3% 112,621 $14.4M
Rhumbline Advisers 0.01% Add +2.8% 112,325 $14.4M
California Public Employees Retirement System 0.01% Add +87.3% 107,684 $13.8M
Clearbridge Investments, LLC 0.01% Reduce -36.7% 104,135 $13.3M
Baron Capital (BAMCO) 0.04% No change 102,927 $13.2M
Edgestream Partners, L.P. 0.40% Add +62.6% 92,095 $11.8M
Principal Financial Group Inc. 0.01% Add +0.9% 91,578 $11.7M
Telemark Asset Management, LLC 1.51% Reduce -43.8% 90,000 $11.5M
WCM Investment Management, LLC 0.02% Reduce -25.5% 73,857 $9.5M
Southpoint Capital Advisors LP 0.22% New 70,000 $9.0M
Swiss National Bank 0.01% Reduce -1.4% 69,600 $8.9M
New York State Common Retirement Fund 0.01% Reduce -22.4% 69,360 $8.9M
Fred Alger Management, LLC 0.05% Reduce -58.7% 68,518 $8.8M
Polar Asset Management Partners Inc. 0.40% New 66,997 $8.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 63,579 $8.1M
Marshall Wace, LLP 0.01% New 62,384 $8.0M
Jane Street Group, LLC 0.01% Add +1762.5% 61,631 $7.9M
Wells Fargo & Company 0.00% Reduce -12.1% 60,507 $7.7M
Invesco Ltd. 0.00% Add +4.1% 60,403 $7.7M
Kornitzer Capital Management Inc. 0.16% Add +77.3% 59,255 $7.6M
Corebridge Financial, Inc. 0.04% Reduce -2.1% 57,012 $7.3M
Segall Bryant & Hamill, LLC 0.11% Reduce -2.8% 56,905 $7.3M
Summit Creek Advisors LLC 1.05% Add +21.1% 56,258 $7.2M
Barclays PLC 0.00% Reduce -34.8% 54,334 $6.9M
Thames Capital Management LLC 2.62% No change 53,301 $6.8M
Twinbeech Capital LP 0.12% Add +215.5% 49,822 $6.4M
Raymond James Financial Inc. 0.00% Reduce -3.8% 49,769 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -0.9% 45,715 $5.8M
Susquehanna International Group, LLP 0.01% Add +186.7% 43,966 $5.6M
Retirement Systems of Alabama 0.02% Add +0.1% 43,720 $5.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -65.3% 41,017 $5.2M
Nicholas Company, Inc. 0.09% Add +14.6% 40,514 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +9.3% 40,174 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -2.8% 40,160 $5.1M
Advantage Alpha Capital Partners LP 1.22% Add +163.8% 38,823 $5.0M
Axiom Investors LLC 0.05% Reduce -39.2% 37,986 $4.9M
Citadel Advisors 0.00% Add +180.9% 36,950 $4.7M
Citigroup Inc. 0.00% Reduce -6.8% 35,726 $4.6M
Balyasny Asset Management L.P. 0.01% Add +602.9% 33,711 $4.3M
California State Teachers Retirement System 0.01% Reduce -1.1% 33,195 $4.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.0% 32,804 $4.2M
Deutsche Bank AG 0.00% Reduce -8.7% 30,910 $4.0M
ExodusPoint Capital Management, LP 0.05% New 30,051 $3.8M
UBS Group AG 0.00% Reduce -18.1% 27,684 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +9.7% 26,202 $3.4M
Roubaix Capital, LLC 1.71% New 25,742 $3.3M
Granahan Investment Management, LLC 0.16% Add +4.8% 25,610 $3.3M
Kettle Hill Capital Management, LLC 0.88% New 25,114 $3.2M
Holocene Advisors, LP 0.01% Add +216.8% 24,873 $3.2M
Natixis Advisors, LLC 0.01% Reduce -4.3% 24,292 $3.1M
Magnetar Financial LLC 0.04% New 24,199 $3.1M
Trexquant Investment LP 0.03% New 23,396 $3.0M
TD Asset Management Inc 0.00% Add +5.0% 23,300 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -5.8% 22,688 $2.9M
Azzad Asset Management Inc. 0.31% Add +21.4% 20,863 $2.7M
Moody Aldrich Partners LLC 0.56% Reduce -1.4% 20,844 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -11.8% 20,540 $2.6M
Essex Investment Management Co. LLC 0.54% Reduce -0.8% 20,258 $2.6M
Dark Forest Capital Management LP 0.12% New 20,206 $2.6M
Quantbot Technologies LP 0.08% Add +39.9% 19,999 $2.6M
Intech Investment Management LLC 0.02% Add +24.6% 18,687 $2.4M
LPL Financial LLC 0.00% Reduce -12.2% 18,912 $2.1M
Russell Investments Group, Ltd. 0.00% Add +49.7% 16,096 $2.1M
Amalgamated Bank 0.02% Reduce -2.6% 16,030 $2.0M
Amundi 0.00% Add +3.3% 17,695 $2.0M
Engineers Gate Manager LP 0.03% Add +338.1% 15,481 $2.0M
Verition Fund Management LLC 0.01% New 15,231 $1.9M
Zions Bancorporation, National Association 0.12% — 14,910 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 14,492 $1.9M
Creative Planning 0.00% Add +50.4% 14,147 $1.8M
State of New Jersey Common Pension Fund D 0.01% Add +9.6% 13,988 $1.8M
FMR LLC 0.00% Add +157.9% 13,881 $1.8M
Townsquare Capital LLC 0.02% Reduce -2.9% 13,220 $1.7M
Capital Fund Management S.A. 0.02% New 12,849 $1.6M
HRT Financial LP 0.01% Add +588.6% 12,733 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 12,604 $1.6M
Schonfeld Strategic Advisors LLC 0.01% New 12,447 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.5% 12,276 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,803 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -2.1% 10,721 $1.4M
Arizona State Retirement System 0.01% Reduce -1.1% 10,292 $1.3M
Jump Financial, LLC 0.02% New 10,219 $1.3M
Louisiana State Employees Retirement System 0.03% Add +1.0% 10,100 $1.3M
Handelsbanken Fonder AB 0.01% No change 9,811 $1.3M
Headlands Technologies LLC 0.14% Add +62.9% 9,666 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -0.2% 9,630 $1.2M
Voya Investment Management LLC 0.00% Reduce -10.6% 9,609 $1.2M
ProShare Advisors LLC 0.00% Reduce -21.1% 9,298 $1.2M
Jain Global LLC 0.02% New 9,160 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,092 $1.2M
Occudo Quantitative Strategies LP 0.15% Add +180.5% 8,851 $1.1M
Peregrine Capital Management LLC 0.04% No change 8,838 $1.1M
State of Michigan Retirement System 0.01% Add +1.2% 8,600 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 8,587 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 8,422 $1.1M
Victory Capital Management Inc. 0.00% Reduce -1.3% 8,289 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +11.5% 8,267 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 8,011 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 7,987 $1.0M
Cibc World Markets Corp. 0.01% Add +137.2% 7,961 $1.0M
Stifel Financial Corp. 0.00% Reduce -17.1% 7,943 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.4% 7,826 $1.0M
New Age Alpha Advisors, LLC 0.04% Reduce -16.7% 7,584 $970K
Daiwa Securities Group Inc. 0.00% Reduce -2.6% 7,479 $956K
Aigen Investment Management, LP 0.15% New 7,396 $946K
Oregon Public Employees Retirement Fund 0.02% Add +0.6% 7,310 $935K
New Mexico Educational Retirement Board 0.03% No change 7,300 $933K
Regions Financial Corp. 0.01% Add +155.2% 7,005 $896K
KLP Kapitalforvaltning As 0.00% Reduce -5.4% 7,000 $895K
Algert Global LLC 0.02% New 6,910 $884K
Bryce Point Capital, LLC 0.65% Reduce -51.0% 5,874 $868K
Dynamic Technology Lab Private Ltd 0.12% Add +182.4% 6,692 $856K
Teacher Retirement System of Texas 0.00% New 6,394 $818K
Gotham Asset Management 0.01% New 6,295 $805K
Diversified Trust Co. 0.02% Add +47.0% 6,293 $805K
Legato Capital Management LLC 0.10% Reduce -1.5% 6,013 $769K
Mirova 0.14% No change 5,997 $767K
New York State Teachers Retirement System 0.00% No change 5,676 $726K
EntryPoint Capital, LLC 0.32% Add +64.1% 5,481 $701K
BNP Paribas Financial Markets 0.00% Reduce -41.1% 5,397 $690K
Xponance LLC 0.01% Add +1.4% 5,374 $687K
Brevan Howard Capital Management LP 0.02% New 5,118 $654K
Transatlantique Private Wealth LLC 0.26% No change 5,112 $654K
Argent Capital Management LLC 0.02% Add +27.3% 5,035 $644K
Yarbrough Capital, LLC 0.03% No change 4,705 $602K
Vanguard Personalized Indexing Management, LLC 0.01% Add +49.7% 4,627 $592K
Cubist Systematic Strategies, LLC 0.01% New 4,593 $587K
Pinebridge Investments, L.P. 0.00% Reduce -68.0% 4,588 $587K
Prudential Financial Inc. 0.00% Add +3.5% 3,559 $580K
Centiva Capital, LP 0.03% New 4,519 $578K
Gsa Capital Partners LLP 0.05% Reduce -33.1% 4,291 $549K
AQR Capital Management 0.00% Add +78.9% 4,231 $537K
State of Alaska, Department of Revenue 0.01% Add +2.6% 4,201 $537K
Commerce Bank 0.00% Reduce -1.0% 4,171 $533K
US Bancorp \de 0.00% Reduce -9.5% 4,147 $530K
Tidal Investments LLC 0.00% Reduce -11.0% 4,139 $529K
Bank of Montreal 0.00% Add +5.9% 3,945 $504K
State of Wisconsin Investment Board 0.00% Reduce -80.3% 3,842 $491K
M&T Bank Corp 0.00% Reduce -1.1% 3,549 $454K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.9% 3,536 $452K
Corient Private Wealth LP 0.00% Add +38.7% 3,484 $446K
Federated Hermes, Inc. 0.00% Reduce -98.5% 3,401 $435K
Virtu Financial LLC 0.02% New 3,337 $427K
Pacer Advisors, Inc. 0.00% Reduce -64.6% 3,229 $413K
STRS Ohio 0.00% Reduce -8.6% 3,200 $409K
Focus Partners Wealth 0.00% Reduce -9.8% 3,177 $406K
Callan Family Office, LLC 0.03% Add +1.4% 3,086 $395K
NewEdge Advisors, LLC 0.00% Reduce -2.0% 3,086 $395K
Premier Fund Managers Ltd 0.01% Add +141.2% 3,053 $394K
Norden Group LLC 0.05% Add +6.5% 3,079 $394K
Fiduciary Trust Co 0.01% New 3,005 $384K
Renaissance Technologies 0.00% New 3,000 $384K
Independent Advisor Alliance 0.01% Reduce -19.1% 2,991 $382K
PNC Financial Services Group, Inc. 0.00% Reduce -10.7% 2,932 $375K
State of Wyoming 0.05% Add +11.4% 2,826 $361K
Nicolet Advisory Services, LLC 0.04% Reduce -0.2% 3,254 $361K
HSBC Holdings PLC 0.00% Add +20.5% 2,747 $350K
Securian Asset Management, Inc. 0.01% No change 2,732 $349K
Atria Investments, Inc 0.00% Add +5.4% 2,726 $349K
XTX Topco Ltd 0.02% New 2,579 $330K
Brown Advisory Inc. 0.00% Reduce -41.8% 2,555 $327K
Graham Capital Management, L.P. 0.01% Add +42.4% 2,507 $321K
Bank of Hawaii 0.02% No change 2,500 $320K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 2,450 $313K
Captrust Financial Advisors 0.00% Reduce -24.7% 2,441 $312K
WoodTrust Financial Corp 0.04% Add +11.4% 2,433 $311K
Cynosure Group, LLC 0.04% Add +23.2% 2,425 $310K
United Services Automobile Association 0.01% New 2,374 $306K
Quadrant Capital Group LLC 0.01% Add +2964.1% 2,390 $306K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.5% 2,376 $304K
Vestcor Inc 0.01% New 2,272 $291K
Scientech Research LLC 0.08% New 2,264 $289K
iSAM Funds (UK) Ltd 0.14% New 2,251 $288K
O'shaughnessy Asset Management, LLC 0.00% Add +10.3% 2,174 $278K
Summitry LLC 0.01% Add +23.1% 2,165 $277K
Chicago Capital, LLC 0.01% Reduce -2.9% 2,165 $277K
Entropy Technologies, LP 0.03% Add +15.7% 2,148 $275K
Quantinno Capital Management LP 0.00% New 2,118 $271K
Portside Wealth Group, LLC 0.04% Reduce -4.4% 2,079 $266K
SG Americas Securities, LLC 0.00% New 2,000 $256K
Madison Wealth Partners, Inc 0.06% No change 1,983 $254K
HB Wealth Management, LLC 0.00% New 1,868 $239K
Baird Financial Group, Inc. 0.00% Reduce -3.9% 1,868 $239K
Institute for Wealth Management, LLC. 0.03% Reduce -2.8% 1,838 $235K
Mariner, LLC 0.00% Add +9.7% 1,772 $227K
Spire Wealth Management 0.01% Reduce -10.3% 1,752 $224K
&partners 0.00% Add +26.6% 1,693 $219K
Lindenwold Advisors, INC 0.12% Reduce -14.5% 1,620 $207K
Mercer Global Advisors Inc. 0.00% New 1,569 $201K
KBC Group NV 0.00% Add +2.6% 1,539 $197K
Nisa Investment Advisors, LLC 0.00% Add +4.9% 1,296 $166K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.6% 1,197 $153K
Van Eck Associates Corp. 0.00% Add +53.6% 997 $127K
Coldstream Capital Management Inc. 0.00% New 899 $115K
Fifth Third Bancorp 0.00% Add +7.5% 878 $112K
Leonteq Securities AG 0.01% No change 667 $85K
Strengthening Families & Communities, LLC 0.05% No change 660 $84K
Caitong International Asset Management Co., Ltd 0.06% Add +58.3% 657 $84K
SBI Securities Co., Ltd. 0.00% No change 635 $81K
UMB Bank, n.a. 0.00% Add +433.0% 613 $78K
Harbor Investment Advisory, LLC 0.01% Reduce -19.4% 520 $66K
Osaic Holdings, Inc. 0.00% Reduce -5.6% 506 $65K
Summit Securities Group LLC 0.04% New 486 $62K
CIBC Private Wealth Group LLC 0.00% Add +278.9% 538 $55K
Signaturefd, LLC 0.00% Add +80.0% 414 $53K
Assetmark, Inc. 0.00% Reduce -2.6% 410 $52K
Cwm, LLC 0.00% Add +329.8% 404 $52K
GAMMA Investing LLC 0.00% Add +146.0% 401 $51K
SVB Wealth LLC 0.00% New 373 $48K
Johnson Financial Group, Inc. 0.00% Add +2.8% 335 $43K
Huntington National Bank 0.00% Reduce -30.9% 297 $38K
GHP Investment Advisors, Inc. 0.00% No change 273 $35K
Parallel Advisors, LLC 0.00% Add +1426.7% 229 $29K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 207 $26K
Lindbrook Capital, LLC 0.00% Add +166.7% 200 $26K
First Horizon Advisors, Inc. 0.00% No change 188 $24K
Mather Group, Llc. 0.00% Add +29.5% 180 $23K
Aster Capital Management (DIFC) Ltd 0.00% Add +5133.3% 157 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +78.8% 143 $18K
Public Employees Retirement System of Ohio 0.00% Add +15.0% 138 $18K
Rise Advisors, LLC 0.01% Reduce -25.8% 135 $17K
Clearstead Advisors, LLC 0.00% Add +8.0% 121 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -29.6% 95 $12K
Private Wealth Management Group, LLC 0.00% Add +616.7% 86 $11K
Arax Advisory Partners 0.00% Add +54.7% 82 $10K
Versant Capital Management, Inc 0.00% New 80 $10K
Key Financial Inc 0.00% No change 63 $8K
CI Investments Inc. 0.00% No change 65 $8K
Caldwell Trust Co 0.00% Reduce -18.7% 61 $8K
Northwestern Mutual Wealth Management Co. 0.00% Add +22.9% 59 $8K
Rothschild Investment LLC 0.00% Add +250.0% 56 $7K
Park Place Capital Corp 0.00% No change 54 $7K
Covestor Ltd 0.00% Add +4.3% 49 $6K
Smartleaf Asset Management LLC 0.00% Reduce -4.3% 45 $6K
WPG Advisers, LLC 0.00% Add +17.1% 41 $5K
Sterling Capital Management LLC 0.00% No change 37 $5K
Bell Investment Advisors, Inc 0.00% Reduce -42.1% 33 $4K
Larson Financial Group LLC 0.00% Add +220.0% 32 $4K
CENTRAL TRUST Co 0.00% No change 30 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 28 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $3K
Farmers & Merchants Investments Inc. 0.00% Add +80.0% 27 $3K
Quarry LP 0.00% Reduce -42.2% 26 $3K
Geneos Wealth Management Inc. 0.00% No change 24 $3K
Hemington Wealth Management 0.00% Add +84.6% 24 $3K
Wolff Wiese Magana LLC 0.00% No change 20 $3K
Beacon Capital Management, LLC 0.00% No change 20 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -5.0% 19 $2K
Parkside Financial Bank & Trust 0.00% New 15 $2K
Allworth Financial LP 0.00% Reduce -78.2% 12 $1K
Bare Financial Services, Inc 0.00% New 11 $1K
Brooklyn Investment Group 0.00% New 11 $1K
Steward Partners Investment Advisory, LLC 0.00% No change 11 $1K
Stephens Consulting, LLC 0.00% New 10 $1K
Principal Securities, Inc. 0.00% No change 7 $1K
CVA Family Office, LLC 0.00% New 8 $1K
First Pacific Financial 0.00% Reduce -68.0% 8 $1K
Hantz Financial Services, Inc. 0.00% New 5 $1K
Physician Wealth Advisors, Inc. 0.00% New 7 $896
TD Private Client Wealth LLC 0.00% New 7 $895
Global Financial Private Client, LLC 0.00% Add +200.0% 6 $767
SouthState Bank Corp 0.00% New 4 $512
Creative Financial Designs Inc. 0.00% New 4 $511
Hughes Financial Services, LLC 0.00% New 4 $510
Blue Trust, Inc. 0.00% New 3 $384
WealthTrak Capital Management LLC 0.00% New 2 $256
Raleigh Capital Management Inc. 0.00% Reduce -50.0% 2 $256
SJS Investment Consulting Inc. 0.00% Reduce -60.0% 2 $256
Principia Wealth Advisory, LLC 0.00% New 2 $236
Parkworth Wealth Management, Inc. 0.00% No change 1 $128
HFM Investment Advisors, LLC 0.00% — 1 $128
Private Wealth Asset Management, LLC 0.00% — 1 $128
Farther Finance Advisors, LLC 0.00% No change 1 $128
Avion Wealth 0.00% New 4 $0

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