Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NOVTU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Aequim Alternative Investments LP | 1.0M | $53.6M | +42.9% | 2.808% | 1.04% |
| 2 | Portman Square Capital LLP | 960K | $51.4M | +134.1% | 2.696% | 4.72% |
| 3 | TWO SIGMA INVESTMENTS, LP | 878K | $47.1M | +12.7% | 2.464% | 0.04% |
| 4 | BlackRock, Inc. | 866K | $46.4M | -7.6% | 2.431% | 0.00% |
| 5 | Walleye Capital LLC | 775K | $41.5M | +3.3% | 2.176% | 0.18% |
| 6 | CITADEL ADVISORS LLC | 670K | $35.9M | +8.1% | 1.881% | 0.02% |
| 7 | TPG GP A, LLC | 662K | $35.4M | — | 1.858% | 0.96% |
| 8 | Magnetar Financial LLC | 500K | $26.8M | +400.0% | 1.404% | 0.27% |
| 9 | WELLS FARGO & COMPANY/MN | 490K | $26.3M | +280.2% | 1.375% | 0.01% |
| 10 | Sculptor Capital LP | 429K | $23.0M | -0.5% | 1.204% | 0.25% |
| 11 | MILLENNIUM MANAGEMENT LLC | 392K | $21.0M | +0.6% | 1.102% | 0.01% |
| 12 | D. E. Shaw & Co., Inc. | 390K | $20.9M | -37.1% | 1.095% | 0.02% |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 303K | $16.2M | +18.9% | 0.850% | 0.27% |
| 14 | ADVENT CAPITAL MANAGEMENT /DE/ | 288K | $15.4M | -50.6% | 0.808% | 0.46% |
| 15 | AMERIPRISE FINANCIAL INC | 261K | $13.9M | +18.1% | 0.732% | 0.00% |
| 16 | TUDOR INVESTMENT CORP ET AL | 200K | $10.7M | 0.0% | 0.562% | 0.04% |
| 17 | BlueCrest Capital Management Ltd | 179K | $9.6M | -7.2% | 0.503% | 0.70% |
| 18 | MORGAN STANLEY | 154K | $8.3M | — | 0.432% | 0.00% |
| 19 | Parallax Volatility Advisers, L.P. | 148K | $7.9M | +210.4% | 0.415% | 0.04% |
| 20 | STATE STREET CORP | 145K | $7.8M | -2.0% | 0.407% | 0.00% |
| 21 | FMR LLC | 134K | $7.2M | 0.0% | 0.377% | 0.00% |
| 22 | Capula Management Ltd | 220K | $5.9M | 0.0% | 0.618% | 0.06% |
| 23 | Context Capital Management, LLC | 100K | $5.4M | 0.0% | 0.281% | 0.12% |
| 24 | JANUS HENDERSON GROUP PLC | 46K | $2.5M | -42.5% | 0.129% | 0.00% |
| 25 | JPMORGAN CHASE & CO | 45K | $2.4M | -85.5% | 0.126% | 0.15% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NOVTU — a direct measure of their conviction.
Filings activity in NOVTU during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NOVTU position in Q1 2026
Institutions that fully closed their NOVTU position in Q1 2026
2 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 36 | 12% | 22.93% | 2.16 pp | $551M | 8.6% |
| Q4 2025 | 41 | — | 25.09% | — | $603M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NOVTU stock.
Based on Q1 2026 13F filings, institutional ownership of Novanta Inc. Tangible Equity Units stands at 22.9%, held across 36 reporting institutions.
Aequim Alternative Investments LP is the largest reported institutional holder of NOVTU, with approximately 1,000,000 shares worth $0.05B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of NOVTU, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for NOVTU is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in NOVTU during Q1 2026, while 10 fully exited. 12 added to existing positions and 19 trimmed.
NOVTU institutional ownership fell by 2.16 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 70.3% of all reported 13F value in NOVTU, and the top 25 account for 98.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Novanta Inc. Tangible Equity Units (NOVTU) Institutional Ownership