NOVANTA INC (NOVT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 41,329,833 shares against 37,817,770 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $778.4M | 4,798,035 | 0.01% | 8q | +3.1%+$23.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $388.7M | 2,395,681 | 0.02% | 2q | -3.3%-$13.2M |
| Daiwa Securities Group Inc. | $347.5M | options only | 0.68% | new | OPTIONS |
| Allspring Global Investments Holdings, LLC | $297.5M | 1,817,594 | 0.46% | 19q | +2.3%+$6.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $260.7M | 1,606,928 | 0.01% | 2q | HELD |
| STATE STREET CORP | $233.0M | 1,436,785 | 0.01% | 31q | +7.3%+$15.8M |
| Conestoga Capital Advisors, LLC | $197.6M | 1,217,963 | 4.30% | 31q | -16.0%-$37.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $160.3M | 987,728 | 0.01% | 31q | +5.4%+$8.2M |
| CONGRESS ASSET MANAGEMENT CO | $158.0M | 973,767 | 0.97% | 4q | +7.0%+$10.4M |
| BAMCO INC /NY/ | $138.0M | 850,494 | 0.21% | 31q | -7.1%-$10.5M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $124.3M | 765,867 | 0.37% | 31q | -2.2%-$2.8M |
| WASATCH ADVISORS LP | $123.3M | 759,992 | 0.81% | 29q | -23.7%-$38.4M |
| GENEVA CAPITAL MANAGEMENT LLC | $123.1M | 758,878 | 2.82% | 26q | -18.5%-$28.0M |
| AMERICAN CENTURY COMPANIES INC | $116.4M | 717,287 | 0.05% | 3q | +3.5%+$3.9M |
| JPMORGAN CHASE & CO | $108.9M | 688,712 | 0.01% | 31q | +7.1%+$7.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $108.2M | 685,752 | 0.08% | 16q | +37.1%+$29.3M |
| DIMENSIONAL FUND ADVISORS LP | $108.0M | 665,515 | 0.02% | 31q | +5.3%+$5.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $104.9M | 646,599 | 0.16% | 3q | -2.2%-$2.4M |
| Mawer Investment Management Ltd. | $95.7M | 589,573 | 0.65% | 5q | +22.3%+$17.4M |
| NORTHERN TRUST CORP | $85.8M | 528,831 | 0.01% | 31q | +5.3%+$4.3M |
| BROWN ADVISORY INC | $82.6M | 508,984 | 0.13% | 31q | +11.0%+$8.2M |
| SEI INVESTMENTS CO | $82.3M | 507,534 | 0.07% | 31q | +4.8%+$3.8M |
| MORGAN STANLEY | $76.4M | 470,778 | 0.00% | 35q | +7.3%+$5.2M |
| BANK OF AMERICA CORP /DE/ | $75.7M | 466,399 | 0.00% | 31q | +2.2%+$1.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $75.4M | 464,766 | 0.17% | 27q | +115.6%+$40.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $74.8M | 460,896 | 0.01% | 27q | +10.5%+$7.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.8M | 448,808 | 0.01% | 31q | +0.7%+$520.6K |
| Sixth Street Partners Management Company, L.P. | $72.8M | 448,808 | 0.01% | new | NEW |
| NORGES BANK | $71.6M | 441,388 | 0.01% | 32q | +3.6%+$2.5M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $71.4M | 440,131 | 0.22% | 4q | +7.0%+$4.6M |
| Telemark Asset Management, LLC | $69.0M | 425,000 | 4.98% | 31q | +13.3%+$8.1M |
| Invesco Ltd. | $66.5M | 409,630 | 0.01% | 31q | +469.0%+$54.8M |
| JANE STREET GROUP, LLC | $61.8M | 327,955 | 0.01% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $61.0M | 375,907 | 0.01% | 31q | -14.8%-$10.6M |
| AMERICAN CAPITAL MANAGEMENT INC | $58.8M | 362,271 | 2.64% | 4q | -3.1%-$1.9M |
| Greenhouse Funds LLLP | $57.9M | 356,787 | 2.96% | 3q | +81.5%+$26.0M |
| Artisan Partners Limited Partnership | $57.7M | 355,774 | 0.09% | 31q | +102.2%+$29.2M |
| Bank of New York Mellon Corp | $55.9M | 344,710 | 0.01% | 31q | +13.9%+$6.8M |
| CITADEL ADVISORS LLC | $55.2M | 311,731 | 0.01% | 31q | +1261.6%+$51.2M |
| DF DENT & CO INC | $53.9M | 332,049 | 1.02% | 31q | -14.2%-$8.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $53.7M | 331,079 | 0.05% | 5q | +2.4%+$1.3M |
| Champlain Investment Partners, LLC | $52.9M | 326,007 | 1.36% | 18q | -16.9%-$10.7M |
| Nuveen, LLC | $51.6M | 318,071 | 0.01% | 6q | +175.0%+$32.8M |
| Harvey Partners, LLC | $47.7M | 294,122 | 3.27% | 3q | -8.1%-$4.2M |
| Jupiter Topco LLC | $44.6M | 274,898 | 0.02% | new | FIRST |
| FEDERATED HERMES, INC. | $44.6M | 274,825 | 0.06% | 31q | +15374.4%+$44.3M |
| Legal & General Group Plc | $42.8M | 263,741 | 0.01% | 31q | +26.1%+$8.8M |
| VANGUARD FIDUCIARY TRUST CO | $41.5M | 255,983 | 0.01% | 2q | +2.8%+$1.1M |
| UBS Group AG | $41.1M | 222,416 | 0.01% | 31q | +319.8%+$31.3M |
| OBERWEIS ASSET MANAGEMENT INC/ | $39.6M | 244,260 | 0.82% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $36.3M | 223,515 | 0.02% | 31q | +26.8%+$7.7M |
| FRANKLIN RESOURCES INC | $35.5M | 219,097 | 0.01% | new | NEW |
| Clearline Capital LP | $34.5M | 212,466 | 2.06% | 6q | -25.2%-$11.6M |
| VICTORY CAPITAL MANAGEMENT INC | $32.8M | 201,909 | 0.02% | 28q | -10.3%-$3.8M |
| Balyasny Asset Management L.P. | $31.1M | 191,700 | 0.04% | 7q | +459.8%+$25.5M |
| ROYAL BANK OF CANADA | $30.4M | 187,685 | 0.00% | 31q | -14.6%-$5.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $30.4M | 187,559 | 0.20% | 3q | -5.2%-$1.7M |
| WCM INVESTMENT MANAGEMENT, LLC | $29.2M | 185,240 | 0.05% | 7q | -0.9%-$251.1K |
| AMERIPRISE FINANCIAL INC | $29.1M | 179,316 | 0.01% | 31q | -51.3%-$30.7M |
| Alyeska Investment Group, L.P. | $29.0M | 178,571 | 0.07% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $27.6M | 170,009 | 0.01% | 31q | +10.3%+$2.6M |
| BLAIR WILLIAM & CO/IL | $26.7M | 164,844 | 0.07% | 31q | +23.8%+$5.1M |
| Granite Investment Partners, LLC | $26.2M | 161,754 | 1.34% | 3q | +41.6%+$7.7M |
| MARSHALL WACE, LLP | $25.6M | 157,818 | 0.02% | 3q | -14.1%-$4.2M |
| FRED ALGER MANAGEMENT, LLC | $24.6M | 151,395 | 0.08% | 31q | -11.7%-$3.2M |
| Point72 Asset Management, L.P. | $24.4M | 150,663 | 0.03% | 3q | +39.4%+$6.9M |
| Aristotle Capital Boston, LLC | $22.6M | 139,009 | 1.51% | 32q | -16.2%-$4.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.9M | 135,175 | 0.03% | 31q | +181.1%+$14.1M |
| BRADLEY FOSTER & SARGENT INC/CT | $21.5M | 132,665 | 0.30% | 5q | +3.0%+$617.2K |
| Southpoint Capital Advisors LP | $21.1M | 130,000 | 0.48% | 6q | +85.7%+$9.7M |
| SCOPUS ASSET MANAGEMENT, L.P. | $18.9M | 66,669 | 0.27% | 2q | +17.5%+$2.8M |
| Fenimore Asset Management Inc | $18.8M | 115,973 | 0.39% | 3q | HELD |
| RHUMBLINE ADVISERS | $17.5M | 108,062 | 0.01% | 31q | +2.9%+$494.3K |
| OSAIC HOLDINGS, INC. | $17.3M | 106,449 | 0.02% | 26q | -0.9%-$160.8K |
| OSTERWEIS CAPITAL MANAGEMENT INC | $17.1M | 105,125 | 0.80% | 3q | -1.8%-$312.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.0M | 9,087 | 0.00% | 31q | -23.0%-$5.1M |
| SEGALL BRYANT & HAMILL, LLC | $17.0M | 104,860 | 0.20% | 28q | +1.8%+$296.4K |
| AXIOM INVESTORS LLC /DE | $16.3M | 100,168 | 0.14% | 31q | +39.9%+$4.6M |
| AQR CAPITAL MANAGEMENT LLC | $15.2M | 95,254 | 0.01% | 31q | -19.4%-$3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.0M | 92,426 | 0.00% | 31q | -2.8%-$430.7K |
| DEUTSCHE BANK AG\ | $15.0M | 92,408 | 0.00% | 34q | +164.2%+$9.3M |
| Bridgewater Associates, LP | $14.6M | 90,124 | 0.06% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $13.5M | 83,199 | 0.00% | 7q | -2.3%-$322.5K |
| CASTLEARK MANAGEMENT LLC | $13.5M | 83,190 | 0.36% | 2q | +137.8%+$7.8M |
| PEAK6 LLC | $13.0M | options only | 0.03% | new | OPTIONS |
| Portman Square Capital LLP | $12.0M | options only | 0.57% | 3q | OPTIONS |
| Swiss National Bank | $11.6M | 71,600 | 0.01% | 31q | +1.3%+$146.0K |
| Hudson Bay Capital Management LP | $11.6M | 71,428 | 0.03% | new | NEW |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.1M | 68,194 | 0.11% | 28q | -5.1%-$599.8K |
| G2 Investment Partners Management LLC | $10.7M | 65,685 | 1.94% | 2q | -23.6%-$3.3M |
| Select Equity Group, L.P. | $9.9M | 60,724 | 0.05% | new | NEW |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $9.7M | 60,035 | 0.20% | 7q | HELD |
| Ghisallo Capital Management LLC | $9.7M | 60,010 | 0.19% | new | NEW |
| Blackstone Inc. | $9.7M | 59,977 | 0.03% | new | NEW |
| WELLS FARGO & COMPANY/MN | $9.6M | 59,302 | 0.00% | 31q | -7.8%-$811.2K |
| California Public Employees Retirement System | $9.2M | 56,983 | 0.01% | 31q | +19.4%+$1.5M |
| ALLIANCEBERNSTEIN L.P. | $9.0M | 76,288 | 0.00% | 31q | +11.1%+$903.0K |
| Catawba River Capital | $8.5M | 52,245 | 3.79% | new | NEW |
| Robeco Schweiz AG | $8.1M | 50,000 | 0.13% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $8.0M | 49,128 | 0.03% | 7q | -75.3%-$24.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | T. Rowe Price Associates, Inc. | 6.2% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 13.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 371 | $7.1B | 41,329,833 | 88 | 132 | 97 | 6.1% |
| Q1 2026 | 312 | $4.5B | 37,514,793 | 44 | 135 | 84 | 1.5% |
| Q4 2025 | 305 | $4.4B | 36,952,020 | 64 | 116 | 86 | 0.3% |
| Q3 2025 | 287 | $3.4B | 33,721,222 | 40 | 96 | 103 | 0.1% |
| Q2 2025 | 299 | $4.2B | 32,509,138 | 43 | 120 | 91 | 0.1% |
| Q1 2025 | 294 | $4.1B | 32,087,432 | 48 | 105 | 94 | 0.0% |
| Q4 2024 | 277 | $4.9B | 31,929,272 | 35 | 80 | 97 | 0.2% |
| Q3 2024 | 261 | $5.8B | 32,340,258 | 39 | 80 | 80 | 0.3% |
| Q2 2024 | 237 | $5.3B | 32,266,640 | 14 | 90 | 76 | 0.1% |
| Q1 2024 | 252 | $5.7B | 32,366,237 | 37 | 70 | 89 | 0.2% |
| Q4 2023 | 225 | $5.6B | 33,146,565 | 28 | 78 | 71 | 0.1% |
| Q3 2023 | 231 | $4.5B | 31,603,617 | 25 | 60 | 91 | 0.0% |
| Q2 2023 | 222 | $5.9B | 31,850,524 | 18 | 72 | 78 | 0.1% |
| Q1 2023 | 212 | $5.1B | 32,092,842 | 18 | 77 | 73 | 0.0% |
| Q4 2022 | 194 | $4.0B | 29,492,723 | 21 | 64 | 66 | 0.0% |
| Q3 2022 | 253 | $4.2B | 35,910,241 | 52 | 84 | 75 | 0.1% |
| Q2 2022 | 219 | $4.2B | 34,921,014 | 16 | 68 | 75 | 0.0% |
| Q1 2022 | 228 | $5.0B | 34,742,406 | 20 | 86 | 82 | 0.0% |
| Q4 2021 | 232 | $5.9B | 33,735,374 | 25 | 76 | 78 | 0.1% |
| Q3 2021 | 217 | $5.1B | 33,301,268 | 24 | 72 | 66 | 0.0% |
| Q2 2021 | 206 | $4.5B | 33,222,386 | 25 | 61 | 76 | 0.1% |
| Q1 2021 | 199 | $4.3B | 32,604,391 | 18 | 61 | 73 | 0.1% |
| Q4 2020 | 209 | $3.8B | 32,284,739 | 26 | 77 | 59 | 0.1% |
| Q3 2020 | 196 | $3.4B | 31,892,706 | 21 | 66 | 72 | 0.1% |
| Q2 2020 | 187 | $3.4B | 32,047,944 | 35 | 58 | 62 | 0.1% |
| Q1 2020 | 166 | $2.6B | 32,259,176 | 10 | 55 | 67 | 0.1% |
| Q4 2019 | 173 | $2.9B | 32,854,665 | 16 | 59 | 68 | 0.1% |
| Q3 2019 | 171 | $2.6B | 31,995,743 | 17 | 77 | 47 | 0.2% |
| Q2 2019 | 186 | $3.0B | 31,354,980 | 27 | 66 | 62 | 0.5% |
| Q1 2019 | 193 | $2.6B | 30,865,174 | 24 | 62 | 77 | 0.3% |
| Q4 2018 | 186 | $1.9B | 30,439,989 | 5 | 6 | 3 | 0.2% |