Novanta Inc (NOVT) Ownership

157.20 ↓3.57 (-2.22%)

As of Market Close on January 30th, 2023.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Novanta Inc (NOVT), owning a total of 4.1 million shares. Combined, the top 24 institutional holders of NOVT own 72.73% of the company with a total of 26 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of NOVT by 681 thousand shares. 13 institutions bought 3,174,629 total additional shares and increased their ownership by an average of 14.00%. However 9 institutions sold 2,493,433 total shares and decreased their ownership by an average of 16.19%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Novanta increased by a net total of 681,196 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.421%	59.356%	4,076,115	1,518,242	2022-09-30
Vanguard Group Inc	9.513%	3.048%	3,395,330	100,437	2022-09-30
Neuberger Berman Group LLC	4.593%	-13.480%	1,639,083	-255,369	2022-09-30
AllianceBernstein L.P.	4.442%	-7.315%	1,585,445	-125,127	2022-09-30
Conestoga Capital Advisors, LLC	3.938%	-1.471%	1,405,527	-20,980	2022-09-30
State Street Corporation	3.159%	56.206%	1,127,590	405,731	2022-09-30
William Blair Investment Management, LLC	3.114%	13.296%	1,111,508	130,438	2022-09-30
Allspring Global Investments Holdings, LLC	2.918%	4.763%	1,041,600	47,352	2022-09-30
Capital Research & Mgmt Co - Division 3	2.846%	0.000%	1,015,687	0	2022-09-30
Wasatch Advisors Inc.	2.737%	-17.333%	976,711	-204,782	2022-09-30
JPMorgan Chase & Co	2.363%	-7.828%	843,288	-71,617	2022-09-30
Artisan Partners Limited Partnership	2.331%	-17.397%	831,861	-175,201	2022-09-30
T. Rowe Price Investment Management,Inc.	2.174%	0.000%	775,877	775,877	2022-09-30
Champlain Investment Partners, LLC	1.874%	-1.170%	668,927	-7,920	2022-09-30
Dimensional Fund Advisors, Inc.	1.853%	0.583%	661,397	3,830	2022-09-30
Geneva Capital Management	1.815%	4.119%	647,816	25,630	2022-09-30
Geode Capital Management, LLC	1.810%	2.823%	645,879	17,733	2022-09-30
Macquarie Group Ltd	1.778%	2.381%	634,732	14,763	2022-09-30
AXA SA	1.572%	-2.147%	561,162	-12,315	2022-09-30
Amvescap Plc.	1.346%	1.256%	480,512	5,958	2022-09-30
Ameriprise Financial Inc	1.330%	5.679%	474,527	25,499	2022-09-30
T. Rowe Price Associates, Inc.	1.309%	-77.613%	467,320	-1,620,122	2022-09-30
Northern Trust Corp	1.303%	28.489%	465,171	103,139	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.421%	59.356%	4,076,115	1,518,242	2022-09-30
Vanguard Group Inc	9.513%	3.048%	3,395,330	100,437	2022-09-30
Neuberger Berman Group LLC	4.593%	-13.480%	1,639,083	-255,369	2022-09-30
AllianceBernstein L.P.	4.442%	-7.315%	1,585,445	-125,127	2022-09-30
Conestoga Capital Advisors, LLC	3.938%	-1.471%	1,405,527	-20,980	2022-09-30
State Street Corporation	3.159%	56.206%	1,127,590	405,731	2022-09-30
William Blair Investment Management, LLC	3.114%	13.296%	1,111,508	130,438	2022-09-30
Allspring Global Investments Holdings, LLC	2.918%	4.763%	1,041,600	47,352	2022-09-30
Capital Research & Mgmt Co - Division 3	2.846%	0.000%	1,015,687	0	2022-09-30
Wasatch Advisors Inc.	2.737%	-17.333%	976,711	-204,782	2022-09-30
JPMorgan Chase & Co	2.363%	-7.828%	843,288	-71,617	2022-09-30
Artisan Partners Limited Partnership	2.331%	-17.397%	831,861	-175,201	2022-09-30
T. Rowe Price Investment Management,Inc.	2.174%	0.000%	775,877	775,877	2022-09-30
Champlain Investment Partners, LLC	1.874%	-1.170%	668,927	-7,920	2022-09-30
Dimensional Fund Advisors, Inc.	1.853%	0.583%	661,397	3,830	2022-09-30
Geneva Capital Management	1.815%	4.119%	647,816	25,630	2022-09-30
Geode Capital Management, LLC	1.810%	2.823%	645,879	17,733	2022-09-30
Macquarie Group Ltd	1.778%	2.381%	634,732	14,763	2022-09-30
AXA SA	1.572%	-2.147%	561,162	-12,315	2022-09-30
Amvescap Plc.	1.346%	1.256%	480,512	5,958	2022-09-30
Ameriprise Financial Inc	1.330%	5.679%	474,527	25,499	2022-09-30
T. Rowe Price Associates, Inc.	1.309%	-77.613%	467,320	-1,620,122	2022-09-30
Northern Trust Corp	1.303%	28.489%	465,171	103,139	2022-09-30
Federated Hermes Inc	1.193%	0.000%	425,600	0	2022-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Novanta Inc (NOVT), owning a total of 1.1 million shares. Combined, the top 20 mutual fund holders of NOVT own 36.93% of the company with a total of 13.2 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of NOVT by 319 thousand shares. 2 funds bought 18,298 total additional shares and increased their ownership by an average of 1.05%. However 7 funds sold 336,901 total shares and decreased their ownership by an average of 6.13%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Novanta decreased by a net total of -318,603 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.902%	1.511%	1,035,825	15,417	2022-12-31
American Funds SMALLCAP World A	2.846%	0.000%	1,015,687	0	2022-12-31
Vanguard Small Cap Index	2.448%	-0.129%	873,640	-1,132	2022-12-31
Neuberger Berman Genesis Inv	2.334%	-22.069%	833,055	-235,909	2022-12-31
Vanguard Small Cap Growth Index Inv	1.414%	-0.883%	504,607	-4,496	2022-12-31
Vanguard Extended Market Index Investor	1.363%	0.596%	486,278	2,881	2022-12-31
JPM US Small Cap Core-Composite	1.359%	-8.384%	484,840	-44,369	2022-12-31
Champlain Small Company Fund, LLC	1.324%	-3.029%	472,427	-14,755	2022-12-31
Artisan U.S. Small-Cap Growth	1.160%	-4.194%	413,951	-18,120	2022-12-31
Artisan Small Cap Investor	1.160%	-4.194%	413,951	-18,120	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	1,101,737	-420	2022-12-30
Vanguard Total Stock Mkt Idx Inv	2.902%	1.511%	1,035,825	15,417	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.847%	1.235%	1,015,947	12,397	2022-09-30
American Funds SMALLCAP World A	2.846%	0.000%	1,015,687	0	2022-12-31
Vanguard Small Cap Index	2.448%	-0.129%	873,640	-1,132	2022-12-31
Conestoga Small Cap Investors	2.365%	0.000%	844,165	0	2022-11-30
Neuberger Berman Genesis Inv	2.334%	-22.069%	833,055	-235,909	2022-12-31
iShares Russell 2000 ETF	2.259%	-0.830%	806,324	-6,750	2022-12-30
Wasatch Core Growth	1.468%	-14.939%	524,038	-92,032	2022-09-30
Vanguard Small Cap Growth Index Inv	1.414%	-0.883%	504,607	-4,496	2022-12-31
JPMorgan Small Cap Equity A	1.387%	-6.494%	494,840	-34,369	2022-11-30
Vanguard Extended Market Index Investor	1.363%	0.596%	486,278	2,881	2022-12-31
Delaware Ivy Mid Cap Growth A	1.359%	0.922%	485,044	4,429	2022-09-30
JPM US Small Cap Core-Composite	1.359%	-8.384%	484,840	-44,369	2022-12-31
AB Small Cap Growth A	1.347%	-1.015%	480,599	-4,930	2022-11-30
Champlain Small Company Fund, LLC	1.324%	-3.029%	472,427	-14,755	2022-12-31
Federated Hermes Kaufmann Small Cap Grow	1.254%	5.169%	447,600	22,000	2022-09-30
Federated Hermes Kaufmann Small Cap A	1.254%	5.169%	447,600	22,000	2022-09-30
Artisan U.S. Small-Cap Growth	1.160%	-4.194%	413,951	-18,120	2022-12-31
Artisan Small Cap Investor	1.160%	-4.194%	413,951	-18,120	2022-12-31