NovantaNOVT

13F holders, Q4 2025 (December 31)
328holders +9
66new positions
62sold out
6famous investors
$118.05avg. 13F price*

At the end of Q4 2025, 328 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 9 from Q3 2025. 66 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($545.1M), Vanguard Group Inc. ($516.5M) and Conestoga Capital Advisors, LLC ($173.5M). 6 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions66$334.8M
Exits62$192.7M

All 13F filers, Q3 2025 → Q4 2025: 8,076,318 shares bought and 4,829,332 shares sold, net +3,246,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock, Inc. 0.01% Add +1.5% 4,580,729 $545.1M
Vanguard Group Inc. 0.01% Reduce -0.9% 4,340,698 $516.5M
Conestoga Capital Advisors, LLC 2.92% Add +3.4% 1,458,259 $173.5M
State Street Corp. 0.01% Add +1.0% 1,319,474 $157.0M
Allspring Global Investments Holdings, LLC 0.25% Add +75.9% 1,399,462 $155.5M
Baron Capital (BAMCO) 0.30% Add +49.4% 936,962 $111.5M
William Blair Investment Management, LLC 0.30% Reduce -5.4% 908,906 $108.2M
Geode Capital Management, LLC 0.01% Reduce -0.1% 904,819 $107.7M
Geneva Capital Management LLC 2.02% Reduce -7.8% 903,088 $107.5M
JPMorgan Chase & Co. 0.01% Add +3.8% 781,562 $93.0M
GW&K Investment Management, LLC 0.76% Add +187.3% 736,954 $87.7M
Nomura Asset Management International Inc. 0.12% — 690,880 $82.2M
Wasatch Advisors LP 0.46% Reduce -22.5% 644,782 $76.7M
Congress Asset Management Co. 0.51% Add +3.6% 611,978 $72.8M
Schroder Investment Management Group 0.06% Add +206.1% 600,146 $72.5M
T. Rowe Price Associates Inc. 0.01% Reduce -37.4% 608,426 $72.4M
Dimensional Fund Advisors LP 0.01% Add +0.5% 597,921 $71.1M
American Century Companies Inc. 0.04% New 591,243 $70.4M
Brown Advisory Inc. 0.09% Add +0.7% 544,172 $64.8M
Northern Trust Corp. 0.01% Add +4.8% 500,788 $59.6M
Goldman Sachs Group Inc. 0.01% Add +42.2% 483,533 $57.5M
Champlain Investment Partners, LLC 0.58% Reduce -29.1% 481,064 $57.2M
DF Dent & Co. Inc. 0.80% Add +59.3% 467,719 $55.7M
Mawer Investment Management Ltd. 0.30% Add +16.9% 457,160 $54.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 441,767 $52.6M
Norges Bank 0.01% — 426,244 $50.7M
Morgan Stanley 0.00% Reduce -34.8% 416,639 $49.6M
Bank of America Corp. 0.00% Add +33.5% 385,513 $45.9M
American Capital Management Inc. 2.00% Add +74.5% 381,866 $45.4M
ACK Asset Management LLC 5.60% New 375,000 $44.6M
Telemark Asset Management, LLC 4.46% Add +50.0% 375,000 $44.6M
Wellington Management Group LLP 0.01% Add +247.2% 357,946 $42.6M
Barrow Hanley Mewhinney & Strauss LLC 0.14% Add +217908.2% 346,633 $41.2M
Sei Investments Co. 0.04% Add +28.7% 328,053 $39.0M
Clearline Capital LP 2.89% Add +37.5% 322,369 $38.4M
Point72 Asset Management 0.06% New 305,674 $36.4M
Harvey Partners, LLC 3.25% New 304,000 $36.2M
Janus Henderson Group PLC 0.02% Add +58.5% 297,198 $35.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +69435.0% 289,961 $34.5M
Royal Bank of Canada 0.01% Reduce -1.9% 246,057 $29.3M
Voloridge Investment Management, LLC 0.10% Add +12.2% 242,481 $28.9M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 226,873 $27.0M
Greenhouse Funds LLLP 1.04% New 226,071 $26.9M
Legal & General Group Plc 0.01% Add +7.8% 207,053 $24.6M
Ameriprise Financial Inc. 0.01% Add +5.9% 204,805 $24.4M
Exchange Traded Concepts, LLC 0.20% Add +12.1% 199,964 $23.8M
WCM Investment Management, LLC 0.05% Add +26.2% 196,496 $23.8M
Sculptor Capital LP 0.49% New 430,838 $23.7M
Fred Alger Management, LLC 0.09% Add +9.3% 194,868 $23.2M
HSBC Holdings PLC 0.01% Add +1355.6% 185,155 $22.0M
Aristotle Capital Boston, LLC 1.15% Add +18.7% 176,676 $21.0M
Handelsbanken Fonder AB 0.06% Add +92.1% 175,888 $20.9M
AQR Capital Management 0.01% Add +1345.9% 170,692 $20.3M
Bessemer Group Inc. 0.03% Reduce -28.2% 159,644 $19.0M
Silvercrest Asset Management Group LLC 0.12% New 151,474 $18.0M
Blair William & Co. 0.04% Add +4.5% 138,418 $16.5M
Capital International Investors 0.00% No change 134,552 $16.0M
Public Employees Retirement Association of Colorado 0.06% No change 130,644 $15.5M
Artisan Partners Limited Partnership 0.02% Reduce -11.2% 130,619 $15.5M
Fenimore Asset Management Inc 0.29% New 118,553 $14.1M
Granite Investment Partners, LLC 0.80% New 113,400 $13.5M
Nuveen, LLC 0.00% Add +3.1% 110,229 $13.1M
Segall Bryant & Hamill, LLC 0.17% Add +4.6% 108,348 $12.9M
Portolan Capital Management, LLC 0.68% New 107,095 $12.7M
Rhumbline Advisers 0.01% Reduce -8.6% 104,097 $12.4M
Bradley Foster & Sargent Inc. 0.18% Add +54.5% 103,805 $12.4M
D. E. Shaw & Co. 0.01% Reduce -63.0% 101,845 $12.1M
Osterweis Capital Management Inc. 0.69% New 101,695 $12.1M
Envestnet Asset Management Inc. 0.00% Add +17.0% 95,575 $11.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.1% 94,675 $11.3M
Millennium Management 0.01% Add +71.9% 90,441 $10.8M
ExodusPoint Capital Management, LP 0.12% Add +55.8% 89,350 $10.6M
Weiss Asset Management LP 0.17% New 79,745 $9.5M
Principal Financial Group Inc. 0.00% Reduce -4.0% 78,088 $9.3M
Victory Capital Management Inc. 0.01% Reduce -47.6% 77,594 $9.2M
Barclays PLC 0.00% Reduce -14.1% 77,265 $9.2M
Summit Creek Advisors LLC 1.38% Add +47.5% 73,673 $8.8M
Mutual of America Capital Management LLC 0.09% Add +5.1% 73,221 $8.7M
Swiss National Bank 0.01% Add +1.9% 71,000 $8.4M
Alliancebernstein L.P. 0.00% Add +1.9% 70,699 $8.4M
Southpoint Capital Advisors LP 0.19% No change 70,000 $8.3M
Invesco Ltd. 0.00% Add +9.0% 68,089 $8.1M
Raymond James Financial Inc. 0.00% Add +28.6% 59,309 $7.1M
Kornitzer Capital Management Inc. 0.15% No change 59,255 $7.1M
Wells Fargo & Company 0.00% Reduce -19.7% 55,652 $6.6M
Thames Capital Management LLC 0.92% No change 53,301 $6.3M
Osaic Holdings, Inc. 0.01% Reduce -26.4% 52,910 $6.3M
Citadel Advisors 0.00% Reduce -47.9% 50,582 $6.0M
Thrivent Financial for Lutherans 0.01% Add +484.8% 48,336 $5.8M
Nicholas Company, Inc. 0.10% Add +8.8% 48,239 $5.7M
New York State Common Retirement Fund 0.01% Add +41.7% 48,085 $5.7M
Axiom Investors LLC 0.05% Add +179.9% 47,912 $5.7M
California Public Employees Retirement System 0.00% Reduce -15.2% 45,981 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.5% 42,574 $5.1M
Retirement Systems of Alabama 0.02% Reduce -1.3% 42,937 $5.1M
Polar Asset Management Partners Inc. 0.13% Add +0.7% 42,014 $5.0M
Holocene Advisors, LP 0.01% Reduce -20.6% 40,553 $4.8M
Balyasny Asset Management L.P. 0.01% Add +161.0% 40,187 $4.8M
SMA Capital LLC 2.40% — 39,000 $4.6M
Natixis Advisors, LLC 0.01% Add +159.9% 37,921 $4.5M
Citigroup Inc. 0.00% Add +180.8% 37,052 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -5.3% 36,890 $4.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.54% Add +40.0% 35,000 $4.2M
California State Teachers Retirement System 0.00% Reduce -0.1% 34,121 $4.1M
Qube Research & Technologies Ltd 0.01% Reduce -73.8% 32,852 $3.9M
Deutsche Bank AG 0.00% Add +6.7% 31,837 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.7% 28,769 $3.4M
Oppenheimer Asset Management Inc. 0.04% Add +8.8% 26,408 $3.1M
Russell Investments Group, Ltd. 0.00% Add +111.8% 24,592 $2.9M
Squarepoint Ops LLC 0.01% Reduce -84.0% 23,757 $2.8M
LPL Financial LLC 0.00% Add +33.4% 22,717 $2.7M
Brevan Howard Capital Management LP 0.06% Add +299.5% 22,426 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +17.7% 21,666 $2.6M
Creative Planning 0.00% Add +80.2% 21,524 $2.6M
Moody Aldrich Partners LLC 0.46% Reduce -8.8% 20,497 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +378.8% 20,433 $2.4M
Essex Investment Management Co. LLC 0.37% Reduce -2.3% 20,337 $2.4M
CANADA LIFE ASSURANCE Co 0.00% No change 20,286 $2.4M
Amundi 0.00% Add +7.6% 19,671 $2.3M
Pathstone Holdings, LLC 0.01% Add +60.3% 17,246 $2.1M
UBS Group AG 0.00% Reduce -92.0% 17,088 $2.0M
Krane Funds Advisors LLC 0.06% Add +5.0% 16,572 $2.0M
Public Employees Retirement System of Ohio 0.01% Add +41.9% 16,274 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 13,897 $1.9M
Amalgamated Bank 0.01% Reduce -4.5% 15,075 $1.8M
Stifel Financial Corp. 0.00% Reduce -1.2% 15,065 $1.8M
Intech Investment Management LLC 0.02% Reduce -18.8% 14,985 $1.8M
Verition Fund Management LLC 0.01% Reduce -59.0% 14,300 $1.7M
Cerity Partners LLC 0.00% New 13,553 $1.6M
Sterling Capital Management LLC 0.03% Add +14570.5% 12,910 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 11,051 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +39.1% 11,935 $1.4M
Two Sigma Investments, LP 0.00% New 11,618 $1.4M
US Bancorp \de 0.00% Add +160.1% 11,464 $1.4M
Zions Bancorporation, National Association 0.06% Reduce -10.1% 10,936 $1.3M
Alberta Investment Management Corp 0.01% New 10,800 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,803 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -23.1% 10,767 $1.3M
Glenmede Trust Co. NA 0.01% — 10,627 $1.3M
Quantinno Capital Management LP 0.00% Add +412.0% 10,577 $1.3M
1492 Capital Management LLC 0.49% New 10,506 $1.3M
Diversified Trust Co. 0.02% Add +34.5% 10,426 $1.2M
Arizona State Retirement System 0.01% Reduce -5.7% 10,030 $1.2M
Cetera Investment Advisers 0.00% Add +0.3% 10,012 $1.2M
Truist Financial Corp. 0.00% Add +337.2% 9,963 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.0% 9,900 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.0% 9,898 $1.2M
Ameritas Investment Partners, Inc. 0.03% Reduce -2.8% 9,488 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.0% 8,952 $1.1M
Orion Porfolio Solutions, LLC 0.01% New 8,630 $1.0M
State of Michigan Retirement System 0.00% Reduce -1.2% 8,500 $1.0M
ProShare Advisors LLC 0.00% Add +4.3% 8,038 $956K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.2% 8,004 $952K
State Board of Administration of Florida Retirement System 0.00% No change 7,989 $951K
Two Sigma Securities, LLC 0.13% New 7,953 $946K
Empowered Funds, LLC 0.02% Add +16.7% 7,888 $939K
KLP Kapitalforvaltning As 0.00% No change 7,600 $904K
Regions Financial Corp. 0.01% Add +6.8% 7,522 $895K
Marshall Wace, LLP 0.00% New 7,378 $878K
New Mexico Educational Retirement Board 0.03% No change 7,300 $869K
New Age Alpha Advisors, LLC 0.04% Reduce -64.8% 7,283 $867K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.4% 7,142 $850K
FMR LLC 0.00% Reduce -0.6% 6,914 $823K
Mariner, LLC 0.00% New 6,721 $800K
Legato Capital Management LLC 0.07% Add +9.6% 6,573 $782K
Voya Investment Management LLC 0.00% Reduce -0.8% 6,451 $768K
Captrust Financial Advisors 0.00% Add +71.2% 6,382 $759K
Callan Family Office, LLC 0.02% Add +66.1% 6,380 $759K
Pictet Asset Management Holding SA 0.00% Add +8.6% 5,914 $704K
Neuberger Berman Group LLC 0.00% Reduce -98.8% 5,871 $699K
Trexquant Investment LP 0.01% New 5,746 $684K
New York State Teachers Retirement System 0.00% No change 5,676 $675K
Gibbs Wealth Management 0.16% Reduce -5.0% 4,992 $654K
Pacer Advisors, Inc. 0.00% Reduce -31.8% 5,411 $644K
State of Alaska, Department of Revenue 0.01% Reduce -4.2% 5,403 $642K
Commerce Bank 0.00% Add +30.1% 5,136 $611K
Transatlantique Private Wealth LLC 0.19% Reduce -0.3% 5,018 $597K
Argent Capital Management LLC 0.02% Reduce -7.2% 4,935 $587K
MML Investors Services, LLC 0.00% Add +62.4% 4,738 $564K
Xponance LLC 0.00% Reduce -13.4% 4,619 $550K
Tower Research Capital LLC (TRC) 0.01% Add +65.0% 4,616 $549K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +61.0% 4,815 $535K
Fiduciary Trust Co 0.01% Add +48.8% 4,470 $532K
Magnetar Financial LLC 0.01% Reduce -87.8% 4,442 $529K
Premier Fund Managers Ltd 0.03% Add +173.8% 4,313 $521K
Atria Investments, Inc 0.01% Add +13.8% 4,143 $493K
Susquehanna International Group, LLP 0.00% Add +21.4% 4,129 $491K
Portside Wealth Group, LLC 0.07% Reduce -13.6% 4,054 $482K
Lazard Asset Management LLC 0.00% Add +12.5% 3,869 $460K
Headlands Technologies LLC 0.04% Reduce -78.5% 3,862 $460K
Tidal Investments LLC 0.00% Reduce -4.8% 3,858 $459K
Jump Financial, LLC 0.01% Reduce -81.8% 3,800 $452K
Summitry LLC 0.02% Add +17.2% 3,755 $447K
Quadrant Capital Group LLC 0.01% Add +1550.5% 3,598 $428K
Crossmark Global Holdings, Inc. 0.01% Reduce -5.5% 3,491 $415K
Van Eck Associates Corp. 0.00% Add +113.3% 3,471 $413K
Toronto Dominion Bank 0.00% Add +32.7% 3,382 $402K
WoodTrust Financial Corp 0.05% New 3,283 $390K
Laurion Capital Management LP 0.03% New 3,225 $384K
Cwm, LLC 0.00% Add +398.3% 3,149 $375K
PNC Financial Services Group, Inc. 0.00% Add +12.1% 3,120 $371K
Teacher Retirement System of Texas 0.00% Reduce -48.1% 3,026 $360K
Brooklyn Investment Group 0.02% New 2,881 $353K
NewEdge Advisors, LLC 0.00% Reduce -3.9% 2,938 $350K
Canada Pension Plan Investment Board 0.00% New 2,900 $345K
Focus Partners Wealth 0.00% Add +15.5% 2,883 $343K
Federated Hermes, Inc. 0.00% Reduce -10.5% 2,877 $342K
Envestnet Portfolio Solutions, Inc. 0.00% Add +19.0% 2,865 $341K
Nicolet Advisory Services, LLC 0.02% Reduce -35.7% 2,600 $335K
HRT Financial LP 0.00% Reduce -78.2% 2,794 $332K
Vanguard Personalized Indexing Management, LLC 0.00% No change 2,732 $325K
Bank of Montreal 0.00% Reduce -4.7% 2,705 $322K
Prudential Financial Inc. 0.00% Reduce -50.1% 2,704 $322K
XTX Topco Ltd 0.01% Reduce -84.3% 2,650 $315K
Mercer Global Advisors Inc. 0.00% New 2,637 $314K
Central Pacific Bank - Trust Division 0.04% New 2,624 $312K
Sequoia Financial Advisors, LLC 0.00% New 2,565 $305K
Securian Asset Management, Inc. 0.01% Reduce -3.8% 2,532 $301K
Whalen Wealth Management Inc. 0.15% New 2,398 $285K
Cibc World Markets Corp. 0.00% — 2,389 $284K
Verdence Capital Advisors LLC 0.02% New 2,374 $282K
Phoenix Financial Ltd. 0.00% Reduce -4.2% 2,300 $278K
Corient Private Wealth LP 0.00% New 2,308 $275K
Park Avenue Securities LLC 0.00% New 2,305 $274K
EntryPoint Capital, LLC 0.10% New 2,197 $261K
Ensign Peak Advisors, Inc 0.00% Reduce -65.0% 2,154 $256K
Sanctuary Advisors, LLC 0.00% New 2,149 $256K
Moody National Bank Trust Division 0.02% New 2,136 $254K
Chicago Capital, LLC 0.01% No change 2,133 $254K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,056 $245K
Quent Capital, LLC 0.02% Add +50600.0% 2,028 $241K
STRS Ohio 0.00% No change 2,000 $238K
Madison Wealth Partners, Inc 0.04% New 1,983 $236K
Marco Investment Management LLC 0.02% New 1,970 $234K
State of Wisconsin Investment Board 0.00% Reduce -44.6% 1,918 $228K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,771 $221K
O'shaughnessy Asset Management, LLC 0.00% New 1,843 $219K
HB Wealth Management, LLC 0.00% New 1,825 $217K
Vestmark Advisory Solutions, Inc. 0.00% New 1,795 $214K
Third View Private Wealth, LLC 0.03% — 1,766 $210K
Gsa Capital Partners LLP 0.02% Reduce -56.1% 1,745 $208K
Azzad Asset Management Inc. 0.02% New 1,743 $207K
Dakota Wealth Management 0.00% New 1,705 $203K
Coldstream Capital Management Inc. 0.00% New 1,704 $203K
SBI Securities Co., Ltd. 0.00% Add +124.0% 1,577 $188K
Kemnay Advisory Services Inc. 0.02% New 1,076 $128K
Hilltop National Bank 0.03% No change 1,013 $121K
KBC Group NV 0.00% No change 1,006 $120K
Harbor Investment Advisory, LLC 0.01% No change 987 $117K
Hantz Financial Services, Inc. 0.00% Add +376.3% 905 $108K
Nisa Investment Advisors, LLC 0.00% Reduce -19.1% 891 $106K
GAMMA Investing LLC 0.01% Add +282.0% 848 $101K
Spire Wealth Management 0.00% Reduce -20.9% 765 $91K
Fifth Third Bancorp 0.00% Reduce -21.2% 690 $82K
Steward Partners Investment Advisory, LLC 0.00% No change 670 $80K
Global Retirement Partners, LLC 0.00% Add +66500.0% 666 $79K
Rockefeller Capital Management L.P. 0.00% Add +155.6% 662 $79K
Strengthening Families & Communities, LLC 0.03% No change 660 $79K
Eurizon Capital SGR S.p.A. 0.00% — 577 $70K
Assetmark, Inc. 0.00% Add +22.4% 541 $64K
Huntington National Bank 0.00% Add +8.7% 538 $64K
Farther Finance Advisors, LLC 0.00% Add +1291.4% 487 $58K
ANTIPODES PARTNERS Ltd 0.00% New 449 $53K
EverSource Wealth Advisors, LLC 0.00% Add +120.1% 427 $51K
Danske Bank A/S 0.00% No change 400 $48K
Allworth Financial LP 0.00% Add +978.4% 399 $47K
Elequin Capital, LP 0.01% New 382 $45K
Pinnacle Wealth Planning Services, Inc. 0.00% New 233 $28K
CIBC Private Wealth Group LLC 0.00% Reduce -3.5% 222 $26K
Kestra Advisory Services, LLC 0.00% New 203 $24K
SageView Advisory Group, LLC 0.00% New 200 $24K
Strategic Wealth Partners, Ltd. 0.00% No change 198 $24K
Los Angeles Capital Management LLC 0.00% New 179 $22K
Signaturefd, LLC 0.00% Reduce -9.4% 183 $22K
Rothschild Investment LLC 0.00% Add +604.0% 176 $21K
UMB Bank, n.a. 0.00% Reduce -45.8% 173 $21K
Versant Capital Management, Inc 0.00% Add +1427.3% 168 $20K
Smartleaf Asset Management LLC 0.00% Add +316.2% 154 $19K
SWAN Capital LLC 0.01% Reduce -24.6% 156 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -37.5% 130 $15K
SJS Investment Consulting Inc. 0.00% New 127 $15K
Parallel Advisors, LLC 0.00% Add +98.4% 123 $15K
Leonteq Securities AG 0.00% Reduce -81.2% 118 $14K
Clearstead Advisors, LLC 0.00% Add +266.7% 110 $13K
Parkside Financial Bank & Trust 0.00% Add +42.1% 108 $13K
Covestor Ltd 0.01% No change 88 $11K
Jones Financial Companies LLLP 0.00% Add +1350.0% 87 $10K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -100.0% 76 $10K
Bell Investment Advisors, Inc 0.00% Add +438.5% 70 $8K
Root Financial Partners, LLC 0.00% Add +16.9% 69 $8K
Key Financial Inc 0.00% No change 63 $7K
Optiver Holding B.V. 0.00% New 63 $7K
MAI Capital Management 0.00% Add +72.7% 57 $7K
Essential Partners LLC 0.00% New 56 $7K
NBT Bank, N.A. 0.00% No change 47 $6K
CENTRAL TRUST Co 0.00% Add +33.3% 40 $5K
Arax Advisory Partners 0.00% Reduce -41.9% 36 $4K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -44.4% 35 $4K
IFP Advisors, Inc 0.00% Add +6.3% 34 $4K
Farmers & Merchants Investments Inc. 0.00% No change 31 $4K
Larson Financial Group LLC 0.00% Reduce -56.5% 30 $4K
WPG Advisers, LLC 0.00% Add +28.6% 27 $3K
Ares Financial Consulting, LLC 0.00% — 25 $3K
Kilter Group LLC 0.00% New 25 $3K
Raffa Wealth Management, LLC 0.00% No change 24 $3K
Financial Network Wealth Advisors LLC 0.00% No change 19 $2K
Sachetta, LLC 0.00% No change 18 $2K
Prestige Wealth Management Group LLC 0.00% New 17 $2K
High Note Wealth, LLC 0.00% Reduce -6.3% 15 $2K
DV Trading LLC 0.00% — 13 $2K
Crewe Advisors LLC 0.00% New 13 $2K
Private Wealth Management Group, LLC 0.00% Reduce -81.0% 11 $1K
Keating Financial Advisory Services, Inc. 0.00% — 10 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -22.2% 7 $833
Physician Wealth Advisors, Inc. 0.00% New 5 $595
First Horizon Corp. 0.00% New 5 $595
Fortitude Family Office, LLC 0.00% Reduce -33.3% 4 $476
Signature Equity Partners, LLC 0.00% — 3 $357
Rialto Wealth Management, LLC 0.00% Add +100.0% 2 $238
Transamerica Financial Advisors, LLC 0.00% No change 2 $238
TD Waterhouse Canada Inc. 0.00% New 2 $238
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 1 $119
TD Private Client Wealth LLC 0.00% New 1 $119
Private Wealth Asset Management, LLC 0.00% No change 1 $119
HFM Investment Advisors, LLC 0.00% New 1 $119
Bay Harbor Wealth Management, LLC 0.00% No change 1 $118
Dunhill Financial, LLC 0.00% New 1 $77
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.