NovantaNOVT

13F holders, Q2 2025 (June 30)
326holders +2
42new positions
44sold out
7famous investors
$128.99avg. 13F price*

At the end of Q2 2025, 326 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 2 from Q1 2025. 42 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($584.0M), Vanguard Group Inc. ($539.6M) and T. Rowe Price Associates Inc. ($241.2M). 7 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions42$22.6M
Exits44$65.9M

All 13F filers, Q1 2025 → Q2 2025: 2,999,704 shares bought and 3,271,231 shares sold, net −271,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 326 holders

BlackRock, Inc. 0.01% Add +0.0% 4,529,760 $584.0M
Vanguard Group Inc. 0.01% Add +2.3% 4,185,522 $539.6M
T. Rowe Price Associates Inc. 0.03% Add +2.1% 1,870,662 $241.2M
Conestoga Capital Advisors, LLC 3.01% Add +15.7% 1,579,626 $203.7M
State Street Corp. 0.01% Reduce -2.3% 1,311,515 $169.1M
Wasatch Advisors LP 0.74% Add +10.6% 1,100,029 $141.8M
Geneva Capital Management LLC 2.14% Add +5.9% 988,969 $127.5M
William Blair Investment Management, LLC 0.34% Add +5.5% 979,893 $126.3M
Geode Capital Management, LLC 0.01% Add +1.4% 919,666 $118.6M
Allspring Global Investments Holdings, LLC 0.20% Add +18.7% 895,119 $117.1M
Capital International Investors 0.02% No change 755,395 $97.4M
Macquarie Group Ltd. 0.12% Reduce -13.3% 747,719 $96.4M
JPMorgan Chase & Co. 0.01% Add +1.2% 722,437 $93.1M
Morgan Stanley 0.01% Add +52.6% 714,494 $92.1M
Champlain Investment Partners, LLC 0.63% Add +16.5% 694,691 $89.6M
Dimensional Fund Advisors LP 0.02% Add +1.8% 584,641 $75.4M
Neuberger Berman Group LLC 0.05% Reduce -3.5% 516,914 $66.6M
Northern Trust Corp. 0.01% Add +3.2% 482,189 $62.2M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 451,187 $58.2M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -36.3% 441,434 $56.9M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -9.4% 406,549 $52.4M
Wellington Management Group LLP 0.01% Reduce -25.3% 362,511 $46.7M
AXA S.A. 0.13% Reduce -26.0% 338,911 $43.7M
Goldman Sachs Group Inc. 0.01% Reduce -21.6% 328,648 $42.4M
Baron Capital (BAMCO) 0.11% Add +202.3% 311,115 $40.1M
GW&K Investment Management, LLC 0.35% Reduce -9.1% 305,216 $39.4M
Bank of New York Mellon Corp 0.01% Add +9.8% 288,077 $37.1M
Royal Bank of Canada 0.01% Add +6.1% 282,505 $36.4M
Bank of America Corp. 0.00% Add +43.7% 280,171 $36.1M
Sei Investments Co. 0.04% Add +10.1% 276,300 $35.6M
Ameriprise Financial Inc. 0.01% Reduce -7.0% 266,563 $34.4M
Blair William & Co. 0.09% Reduce -40.8% 259,358 $33.4M
Norges Bank 0.00% Reduce -14.0% 232,544 $30.0M
Schroder Investment Management Group 0.02% Reduce -16.9% 220,838 $28.5M
Brown Advisory Inc. 0.04% Add +8526.6% 220,409 $28.4M
DF Dent & Co. Inc. 0.34% Add +32.6% 207,309 $26.7M
FMR LLC 0.00% Add +1296.5% 193,841 $25.0M
Janus Henderson Group PLC 0.01% Reduce -1.0% 192,097 $24.8M
Fred Alger Management, LLC 0.11% Add +171.9% 186,327 $24.0M
Bessemer Group Inc. 0.04% Add +17.6% 178,139 $23.0M
Legal & General Group Plc 0.01% Add +10.2% 171,314 $22.1M
Public Employees Retirement Association of Colorado 0.08% Reduce -0.2% 168,044 $21.7M
WCM Investment Management, LLC 0.05% Add +115.0% 158,833 $20.6M
D. E. Shaw & Co. 0.02% Reduce -6.3% 157,374 $20.3M
Artisan Partners Limited Partnership 0.03% Reduce -51.7% 153,512 $19.8M
Telemark Asset Management, LLC 2.05% Add +66.7% 150,000 $19.3M
Exchange Traded Concepts, LLC 0.24% Add +6.5% 146,097 $18.8M
Victory Capital Management Inc. 0.01% Add +1609.3% 141,687 $18.3M
Voloridge Investment Management, LLC 0.07% Add +10.5% 137,496 $17.7M
Clearline Capital LP 1.53% Add +0.8% 134,966 $17.4M
Pictet Asset Management Holding SA 0.02% Reduce -0.2% 132,350 $17.1M
Qube Research & Technologies Ltd 0.02% Add +16.0% 130,629 $16.8M
Squarepoint Ops LLC 0.04% Reduce -5.1% 130,113 $16.8M
Aristotle Capital Boston, LLC 0.81% Reduce -5.3% 122,656 $15.8M
Rhumbline Advisers 0.01% Add +4.9% 117,785 $15.2M
Nuveen, LLC 0.00% Reduce -14.1% 107,976 $13.9M
Segall Bryant & Hamill, LLC 0.18% Add +77.6% 101,054 $13.0M
Polar Asset Management Partners Inc. 0.40% Add +37.0% 91,800 $11.8M
Trexquant Investment LP 0.12% Add +263.4% 85,013 $11.0M
Principal Financial Group Inc. 0.01% Reduce -9.8% 82,623 $10.7M
Barclays PLC 0.00% Add +44.1% 78,306 $10.1M
Envestnet Asset Management Inc. 0.00% Add +11.3% 70,795 $9.1M
Alliancebernstein L.P. 0.00% Reduce -92.3% 70,573 $9.1M
Southpoint Capital Advisors LP 0.23% No change 70,000 $9.0M
Wells Fargo & Company 0.00% Add +14.4% 69,214 $8.9M
Clearbridge Investments, LLC 0.01% Reduce -33.6% 69,170 $8.9M
Swiss National Bank 0.01% Reduce -1.3% 68,700 $8.9M
Millennium Management 0.01% Reduce -72.9% 67,188 $8.7M
Thames Capital Management LLC 1.86% Add +19.6% 63,767 $8.2M
Bradley Foster & Sargent Inc. 0.12% New 61,044 $7.9M
Kornitzer Capital Management Inc. 0.15% No change 59,255 $7.6M
Invesco Ltd. 0.00% Reduce -6.7% 56,336 $7.3M
Twinbeech Capital LP 0.16% Add +10.7% 55,166 $7.1M
Summit Creek Advisors LLC 0.97% Reduce -4.1% 53,933 $7.0M
Mutual of America Capital Management LLC 0.07% Add +16.5% 53,266 $6.9M
Raymond James Financial Inc. 0.00% Reduce -1.7% 48,928 $6.3M
California Public Employees Retirement System 0.00% Reduce -55.7% 47,660 $6.1M
Renaissance Technologies 0.01% Add +1446.7% 46,400 $6.0M
Susquehanna International Group, LLP 0.01% Add +2.9% 45,217 $5.8M
Roubaix Capital, LLC 2.75% Add +72.5% 44,401 $5.7M
Retirement Systems of Alabama 0.02% Add +0.6% 43,964 $5.7M
Nicholas Company, Inc. 0.09% No change 40,514 $5.2M
MetLife Investment Management, LLC 0.03% Add +0.3% 40,297 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.7% 39,886 $5.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -12.4% 35,911 $4.6M
Advantage Alpha Capital Partners LP 1.24% Reduce -7.9% 35,763 $4.6M
New York State Common Retirement Fund 0.01% Reduce -51.1% 33,934 $4.4M
Holocene Advisors, LP 0.01% Add +34.3% 33,396 $4.3M
Capital Fund Management S.A. 0.05% Add +158.4% 33,200 $4.3M
California State Teachers Retirement System 0.00% No change 33,195 $4.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.2% 32,743 $4.2M
Mawer Investment Management Ltd. 0.02% New 32,207 $4.2M
Citadel Advisors 0.00% Reduce -21.1% 29,144 $3.8M
Edgestream Partners, L.P. 0.10% Reduce -68.5% 29,058 $3.7M
Oppenheimer Asset Management Inc. 0.04% Add +17.5% 26,665 $3.4M
Deutsche Bank AG 0.00% Reduce -15.4% 26,135 $3.4M
Natixis Advisors, LLC 0.01% Add +3.4% 25,128 $3.2M
Balyasny Asset Management L.P. 0.01% Reduce -29.9% 23,634 $3.0M
Citigroup Inc. 0.00% Reduce -35.2% 23,137 $3.0M
AQR Capital Management 0.00% Add +445.5% 23,079 $3.0M
Engineers Gate Manager LP 0.04% Add +48.6% 23,001 $3.0M
Verition Fund Management LLC 0.02% Add +47.3% 22,432 $2.9M
New Age Alpha Advisors, LLC 0.12% Add +178.9% 21,149 $2.7M
Azzad Asset Management Inc. 0.29% Reduce -0.3% 20,792 $2.7M
Moody Aldrich Partners LLC 0.51% Reduce -1.5% 20,528 $2.6M
Russell Investments Group, Ltd. 0.00% Add +27.1% 20,461 $2.6M
UBS Group AG 0.00% Reduce -26.4% 20,386 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -22.6% 20,286 $2.6M
Essex Investment Management Co. LLC 0.47% Reduce -0.7% 20,111 $2.6M
LPL Financial LLC 0.00% Add +1.9% 19,265 $2.5M
Intech Investment Management LLC 0.02% No change 18,687 $2.4M
Amundi 0.00% Add +2.0% 18,042 $2.4M
BNP Paribas Financial Markets 0.00% Add +220.8% 17,312 $2.2M
Creative Planning 0.00% Add +22.2% 17,292 $2.2M
Jane Street Group, LLC 0.00% Reduce -73.5% 16,338 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% New 16,045 $2.1M
Amalgamated Bank 0.02% Reduce -1.4% 15,808 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +10.5% 15,451 $2.0M
TD Asset Management Inc 0.00% Reduce -36.3% 14,836 $1.9M
Axiom Investors LLC 0.02% Reduce -61.7% 14,532 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 14,492 $1.9M
Zions Bancorporation, National Association 0.10% Reduce -6.4% 13,950 $1.8M
Handelsbanken Fonder AB 0.01% Add +39.6% 13,692 $1.8M
Occudo Quantitative Strategies LP 0.18% Add +41.8% 12,552 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.1% 12,019 $1.5M
Quantbot Technologies LP 0.04% Reduce -41.3% 11,740 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -43.1% 11,686 $1.5M
Public Employees Retirement System of Ohio 0.01% Add +8193.5% 11,445 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,803 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -0.8% 10,637 $1.4M
Magnetar Financial LLC 0.01% Reduce -56.1% 10,630 $1.4M
Atika Capital Management LLC 0.14% New 10,600 $1.4M
Gotham Asset Management 0.01% Add +68.0% 10,574 $1.4M
Arizona State Retirement System 0.01% Add +1.6% 10,461 $1.3M
Glenmede Investment Management, LP 0.01% — 10,428 $1.3M
Louisiana State Employees Retirement System 0.02% No change 10,100 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -20.2% 10,054 $1.3M
Prudential Financial Inc. 0.00% Add +131.8% 8,248 $1.3M
Jain Global LLC 0.02% Add +7.0% 9,799 $1.3M
Voya Investment Management LLC 0.00% Add +1.2% 9,723 $1.3M
Teacher Retirement System of Texas 0.01% Add +51.2% 9,666 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.6% 9,242 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,092 $1.2M
ProShare Advisors LLC 0.00% Reduce -3.2% 9,002 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -27.7% 8,999 $1.2M
State of Michigan Retirement System 0.01% No change 8,600 $1.1M
Thrivent Financial for Lutherans 0.00% Add +0.6% 8,469 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +0.6% 8,315 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.0% 8,216 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.6% 8,031 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 8,011 $1.0M
Caxton Associates LLP 0.03% New 7,948 $1.0M
Headlands Technologies LLC 0.12% Reduce -17.9% 7,941 $1.0M
Diversified Trust Co. 0.02% Add +23.7% 7,787 $1.0M
KLP Kapitalforvaltning As 0.00% Add +8.6% 7,600 $980K
Oregon Public Employees Retirement Fund 0.02% Add +1.4% 7,410 $955K
New Mexico Educational Retirement Board 0.03% No change 7,300 $941K
Brevan Howard Capital Management LP 0.01% Add +41.7% 7,252 $935K
Regions Financial Corp. 0.01% No change 7,005 $903K
Algert Global LLC 0.02% No change 6,910 $891K
Stifel Financial Corp. 0.00% Reduce -14.3% 6,808 $878K
Man Group plc 0.00% New 6,546 $844K
Daiwa Securities Group Inc. 0.00% Reduce -12.7% 6,529 $842K
State of Wisconsin Investment Board 0.00% Add +66.7% 6,404 $826K
Peregrine Capital Management LLC 0.02% Reduce -30.5% 6,143 $792K
Dynamic Technology Lab Private Ltd 0.11% Reduce -9.9% 6,030 $777K
Legato Capital Management LLC 0.09% Reduce -0.3% 5,998 $773K
Empowered Funds, LLC 0.01% New 5,991 $772K
Aigen Investment Management, LP 0.10% Reduce -21.9% 5,780 $745K
New York State Teachers Retirement System 0.00% No change 5,676 $732K
XTX Topco Ltd 0.03% Add +111.2% 5,446 $702K
Xponance LLC 0.01% Reduce -0.7% 5,338 $688K
Argent Capital Management LLC 0.02% Add +4.9% 5,282 $681K
Callan Family Office, LLC 0.02% Add +65.8% 5,117 $660K
Transatlantique Private Wealth LLC 0.24% Reduce -0.1% 5,107 $658K
Tower Research Capital LLC (TRC) 0.02% Add +321.8% 5,049 $651K
Tidal Investments LLC 0.00% Add +15.5% 4,779 $616K
US Bancorp \de 0.00% Add +9.1% 4,525 $583K
Cibc World Markets Corp. 0.00% Reduce -44.1% 4,450 $574K
iSAM Funds (UK) Ltd 0.12% Add +92.9% 4,342 $560K
Commerce Bank 0.00% No change 4,171 $538K
First Trust Advisors LP 0.00% New 4,093 $528K
State of Alaska, Department of Revenue 0.01% Reduce -4.0% 4,031 $519K
Jump Financial, LLC 0.01% Reduce -62.0% 3,885 $501K
M&T Bank Corp 0.00% Add +6.7% 3,785 $488K
PNC Financial Services Group, Inc. 0.00% Add +27.8% 3,747 $483K
Crossmark Global Holdings, Inc. 0.01% Add +3.3% 3,652 $471K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -21.3% 3,643 $470K
Entropy Technologies, LP 0.04% Add +65.2% 3,548 $457K
Cynosure Group, LLC 0.05% Add +45.3% 3,524 $454K
Nicolet Advisory Services, LLC 0.04% Add +16.1% 3,777 $454K
Lazard Asset Management LLC 0.00% New 3,441 $443K
Focus Partners Wealth 0.00% Add +5.8% 3,360 $433K
Federated Hermes, Inc. 0.00% Reduce -1.3% 3,358 $433K
Bank of Montreal 0.00% Reduce -16.5% 3,294 $425K
Quadrant Capital Group LLC 0.02% Add +36.6% 3,265 $421K
Captrust Financial Advisors 0.00% Add +30.7% 3,191 $411K
NewEdge Advisors, LLC 0.00% Add +0.1% 3,089 $398K
Atria Investments, Inc 0.00% Add +11.2% 3,031 $391K
Fiduciary Trust Co 0.00% No change 3,005 $387K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +22.4% 3,000 $387K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +25.5% 2,981 $384K
Centiva Capital, LP 0.03% Reduce -34.8% 2,945 $380K
STRS Ohio 0.00% Reduce -9.4% 2,900 $374K
Osaic Holdings, Inc. 0.00% Add +471.7% 2,893 $371K
Summitry LLC 0.02% Add +27.6% 2,762 $356K
Securian Asset Management, Inc. 0.01% No change 2,732 $352K
Sequoia Financial Advisors, LLC 0.00% New 2,634 $340K
Pacer Advisors, Inc. 0.00% Reduce -18.6% 2,629 $339K
Norden Group LLC 0.04% Reduce -17.2% 2,550 $329K
Truist Financial Corp. 0.00% New 2,525 $326K
Gsa Capital Partners LLP 0.02% Reduce -42.1% 2,485 $320K
WoodTrust Financial Corp 0.04% No change 2,433 $314K
Mariner, LLC 0.00% Add +37.4% 2,435 $314K
SG Americas Securities, LLC 0.00% Add +18.9% 2,377 $306K
Vestcor Inc 0.01% No change 2,272 $293K
Mirova 0.04% Reduce -62.3% 2,261 $292K
Chicago Capital, LLC 0.01% No change 2,165 $279K
Quantinno Capital Management LP 0.00% Reduce -2.2% 2,072 $267K
Independent Advisor Alliance 0.01% Reduce -32.9% 2,007 $259K
HSBC Holdings PLC 0.00% Reduce -27.1% 2,003 $257K
Madison Wealth Partners, Inc 0.06% No change 1,983 $256K
Aquatic Capital Management LLC 0.01% New 1,981 $255K
Marco Investment Management LLC 0.02% New 1,970 $254K
Portside Wealth Group, LLC 0.04% Reduce -5.4% 1,967 $254K
O'shaughnessy Asset Management, LLC 0.00% Reduce -9.8% 1,962 $253K
Lindenwold Advisors, INC 0.13% Add +18.2% 1,915 $247K
&partners 0.00% Add +2.1% 1,728 $222K
Syon Capital LLC 0.01% New 1,696 $219K
Sanctuary Advisors, LLC 0.00% New 1,671 $215K
Moody National Bank Trust Division 0.02% New 1,654 $213K
Inceptionr LLC 0.05% New 1,653 $213K
Blueshift Asset Management, LLC 0.07% New 1,652 $213K
HighTower Advisors, LLC 0.00% New 1,606 $207K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,547 $206K
Capstone Investment Advisors, LLC 0.00% New 1,598 $206K
Hardy Reed LLC 0.02% New 1,591 $205K
Premier Fund Managers Ltd 0.01% Reduce -48.4% 1,575 $205K
Krane Funds Advisors LLC 0.01% New 1,573 $203K
Institute for Wealth Management, LLC. 0.02% Reduce -14.9% 1,564 $202K
Van Eck Associates Corp. 0.00% Add +39.2% 1,388 $179K
Spire Wealth Management 0.01% Reduce -27.7% 1,267 $163K
Cwm, LLC 0.00% Add +199.0% 1,208 $156K
Nisa Investment Advisors, LLC 0.00% Reduce -12.0% 1,141 $147K
Hilltop National Bank 0.03% — 1,013 $131K
KBC Group NV 0.00% Reduce -34.6% 1,006 $130K
State of Wyoming 0.01% Reduce -67.3% 925 $119K
Fifth Third Bancorp 0.00% No change 878 $113K
Shell Asset Management Co. 0.00% New 853 $110K
SBI Securities Co., Ltd. 0.00% Add +9.0% 692 $89K
Harbor Investment Advisory, LLC 0.01% Add +29.0% 671 $87K
Strengthening Families & Communities, LLC 0.05% No change 660 $85K
CIBC Private Wealth Group LLC 0.00% Add +4.5% 562 $72K
Huntington National Bank 0.00% Add +65.7% 492 $63K
Assetmark, Inc. 0.00% Add +4.2% 427 $55K
Leonteq Securities AG 0.00% Reduce -36.9% 421 $54K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 401 $52K
Signaturefd, LLC 0.00% Reduce -3.1% 401 $52K
Danske Bank A/S 0.00% New 400 $52K
GAMMA Investing LLC 0.00% Reduce -7.2% 372 $48K
UMB Bank, n.a. 0.00% Reduce -43.1% 349 $45K
Quarry LP 0.01% Add +792.3% 232 $30K
Larson Financial Group LLC 0.00% Add +593.8% 222 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Add +53.1% 219 $28K
Strategic Wealth Partners, Ltd. 0.00% — 198 $26K
First Horizon Advisors, Inc. 0.00% No change 188 $24K
Clearstead Advisors, LLC 0.00% Add +25.6% 152 $20K
Rise Advisors, LLC 0.01% No change 135 $17K
EverSource Wealth Advisors, LLC 0.00% Add +39.0% 132 $17K
Brooklyn Investment Group 0.00% Add +972.7% 118 $15K
CI Investments Inc. 0.00% Add +73.8% 113 $15K
Parallel Advisors, LLC 0.00% Reduce -51.5% 111 $14K
Hantz Financial Services, Inc. 0.00% Add +2020.0% 106 $14K
Covestor Ltd 0.01% Add +95.9% 96 $12K
Sterling Capital Management LLC 0.00% Add +135.1% 87 $11K
MAI Capital Management 0.00% New 66 $9K
Key Financial Inc 0.00% No change 63 $8K
NBT Bank, N.A. 0.00% New 47 $6K
Private Wealth Management Group, LLC 0.00% Reduce -50.0% 43 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.1% 43 $6K
Rothschild Investment LLC 0.00% Reduce -28.6% 40 $5K
Allworth Financial LP 0.00% Add +191.7% 35 $5K
Hemington Wealth Management 0.00% Add +33.3% 32 $4K
Bare Financial Services, Inc 0.00% Add +181.8% 31 $4K
Farmers & Merchants Investments Inc. 0.00% Add +14.8% 31 $4K
Essential Partners LLC 0.00% — 30 $4K
CENTRAL TRUST Co 0.00% No change 30 $4K
Steward Partners Investment Advisory, LLC 0.00% Add +172.7% 30 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 28 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $3K
Arax Advisory Partners 0.00% Reduce -68.3% 26 $3K
Geneos Wealth Management Inc. 0.00% No change 24 $3K
Farther Finance Advisors, LLC 0.00% Add +2300.0% 24 $3K
Smartleaf Asset Management LLC 0.00% Reduce -48.9% 23 $3K
WPG Advisers, LLC 0.00% Reduce -43.9% 23 $3K
Wolff Wiese Magana LLC 0.00% No change 20 $3K
Beacon Capital Management, LLC 0.00% No change 20 $3K
Principal Securities, Inc. 0.00% Add +171.4% 19 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 20 $2K
Sachetta, LLC 0.00% New 18 $2K
High Note Wealth, LLC 0.00% New 15 $2K
Parkside Financial Bank & Trust 0.00% No change 15 $2K
Capital A Wealth Management, LLC 0.02% New 11 $2K
Bell Investment Advisors, Inc 0.00% Reduce -60.6% 13 $2K
Riggs Asset Managment Co. Inc. 0.00% New 10 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -47.4% 10 $1K
Brown Brothers Harriman & Co. 0.00% New 9 $1K
Blue Trust, Inc. 0.00% Add +200.0% 9 $1K
Jones Financial Companies LLLP 0.00% New 6 $780
Fortitude Family Office, LLC 0.00% New 6 $774
SouthState Bank Corp 0.00% Add +25.0% 5 $645
Hughes Financial Services, LLC 0.00% No change 4 $455
Activest Wealth Management 0.00% New 3 $387
SJS Investment Consulting Inc. 0.00% Add +50.0% 3 $387
Principia Wealth Advisory, LLC 0.00% No change 2 $258
Quaker Wealth Management, LLC 0.00% — 2 $258
Raleigh Capital Management Inc. 0.00% No change 2 $258
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $258
Parkworth Wealth Management, Inc. 0.00% No change 1 $129
Tortoise Investment Management, LLC 0.00% New 1 $129
Global Retirement Partners, LLC 0.00% — 1 $129
TFC Financial Management, Inc. 0.00% New 1 $129
Private Wealth Asset Management, LLC 0.00% No change 1 $129
True Wealth Design, LLC 0.00% New 1 $129
Rialto Wealth Management, LLC 0.00% New 1 $129
Bay Harbor Wealth Management, LLC 0.00% New 1 $128

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