Institutional Ownership Novanta Inc (NOVT)
This table provides information about the institutional ownership of Novanta Inc (NOVT). We have compiled data on the 350 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Jan 27, 2026 Q4 2025 |
5
shares
|
$788
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
2
shares
|
$315
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2
shares
|
$315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2
shares
|
$315
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|