Bank of Nova Scotia
BNS- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000009631
No open-market purchases or sales by Bank of Nova Scotia insiders were filed in the last 90 days; 535 institutions reported holding it in 13F filings for Q2 2026, worth $47.7B in total; superinvestors Fairfax Financial and Maverick Capital hold it.
13F holders, Q2 2021
Institutional positions in Bank of Nova Scotia as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 394
- +10 vs. Q1 2021
- Shares held
- 568.9M
- −9.30M (−1.6%) vs. Q1 2021
- Total value
- $37.1B
- +$751.3M (+2.1%) vs. Q1 2021
- New holders
- 46
- 169 more added
- Sold out
- 36
- 97 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 535 | $47.7B |
| Q1 2026 | 508 | $37.3B |
| Q4 2025 | 484 | $42.2B |
| Q3 2025 | 460 | $35.8B |
| Q2 2025 | 433 | $33.5B |
| Q1 2025 | 419 | $27.3B |
| Q4 2024 | 442 | $29.3B |
| Q3 2024 | 412 | $31.4B |
| Q2 2024 | 393 | $26.0B |
| Q1 2024 | 399 | $29.1B |
| Q4 2023 | 390 | $26.4B |
| Q3 2023 | 395 | $24.5B |
| Q2 2023 | 386 | $27.3B |
| Q1 2023 | 405 | $28.3B |
| Q4 2022 | 418 | $26.8B |
| Q3 2022 | 416 | $26.9B |
| Q2 2022 | 434 | $33.2B |
| Q1 2022 | 440 | $38.8B |
| Q4 2021 | 438 | $39.4B |
| Q3 2021 | 419 | $36.0B |
| Q2 2021 | 394 | $37.1B |
| Q1 2021 | 385 | $36.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sierra Capital LLC | 16 | $1.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 37 | $2.00K | 0.00% | +37 | New |
| Archer Investment Corp | 37 | $2.41K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 48 | $3.00K | 0.00% | +1+2.1% | Added |
| Financial Management Professionals, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 57 | $4.00K | 0.00% | +55+2,750.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $6.00K | 0.00% | +96 | New |
| Financial Perspectives, Inc | 100 | $6.51K | 0.00% | −6,155−98.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 112 | $7.00K | 0.01% | +112 | New |
| Daiwa Securities Group Inc. | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $8.00K | 0.00% | +119 | New |
| Earnest Partners LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 178 | $11.0K | 0.00% | −172−49.1% | Reduced |
| AlphaMark Advisors, LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 187 | $12.0K | 0.00% | +1+0.5% | Added |
| Huntington National Bank | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $13.0K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 202 | $13.0K | 0.00% | +202 | New |
| Manchester Capital Management LLC | 221 | $14.0K | 0.00% | +221 | New |
| Tower Research Capital LLC (TRC) | 229 | $15.0K | 0.00% | −4,033−94.6% | Reduced |
| AdvisorNet Financial, Inc | 224 | $15.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 225 | $15.0K | 0.00% | +225 | New |
| Kistler-Tiffany Companies, LLC | 265 | $17.0K | 0.00% | +265 | New |
| Front Row Advisors LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 315 | $20.0K | 0.00% | +315 | New |
| Capital Analysts, LLC | 357 | $23.0K | 0.00% | +4+1.1% | Added |
| Zions Bancorporation, N.A. | 368 | $24.0K | 0.00% | −205−35.8% | Reduced |
| Advisory Services Network, LLC | 376 | $24.0K | 0.00% | +376 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $26.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Knott David M | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 400 | $26.0K | 0.00% | +400 | New |
| Tradition Wealth Management, LLC | 407 | $26.0K | 0.00% | +407 | New |
| Enterprise Financial Services Corp | 417 | $27.0K | 0.00% | +64+18.1% | Added |
| NEXT Financial Group, Inc | 440 | $29.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $34.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 550 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 575 | $37.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 593 | $38.6K | 0.01% | −50−7.8% | Reduced |
| Hall Laurie J Trustee | 600 | $39.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 600 | $39.0K | 0.00% | +600 | New |
| Red Door Wealth Management, LLC | 608 | $39.0K | 0.02% | +608 | New |
| Atlas Capital Advisors LLC | 606 | $39.4K | 0.01% | −387−39.0% | Reduced |
| Charter Oak Capital Management, LLC | 630 | $41.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 625 | $41.0K | 0.00% | +600+2,400.0% | Added |
| Princeton Global Asset Management LLC | 650 | $42.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $42.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $43.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 697 | $45.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $46.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 728 | $47.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 750 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $48.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $52.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $52.0K | 0.00% | +800 | New |
| Steward Partners Investment Advisory, LLC | 836 | $54.0K | 0.00% | +250+42.7% | Added |
| GPS Wealth Strategies Group, LLC | 875 | $57.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 884 | $57.0K | 0.01% | +98+12.5% | Added |
| Clearstead Advisors, LLC | 885 | $58.0K | 0.00% | +385+77.0% | Added |
| BDO Wealth Advisors, LLC | 903 | $59.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $65.0K | 0.00% | +906+963.8% | Added |
| Sandy Spring Bank | 1,010 | $66.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,100 | $71.6K | 0.00% | +300+37.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,137 | $74.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,369 | $89.0K | 0.00% | −500−26.8% | Reduced |
| Trust Co of Vermont | 1,531 | $100.0K | 0.01% | +45+3.0% | Added |
| M&R Capital Management Inc | 2,010 | $130.0K | 0.03% | −220−9.9% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $130.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,224 | $145.0K | 0.00% | +519+30.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,372 | $154.0K | 0.00% | −823−25.8% | Reduced |
| Quantbot Technologies LP | 2,482 | $161.0K | 0.01% | −26,484−91.4% | Reduced |
| Credit Agricole S A | 2,835 | $184.0K | 0.01% | +125+4.6% | Added |
| Endurance Wealth Management, Inc. | 3,042 | $197.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,077 | $200.0K | 0.01% | +1,591+107.1% | Added |
| Parallel Advisors, LLC | 3,083 | $201.0K | 0.01% | +347+12.7% | Added |
| Brown Brothers Harriman & Co | 3,100 | $202.0K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,150 | $205.0K | 0.10% | +3,150 | New |
| Glassman Wealth Services | 3,184 | $207.0K | 0.04% | +9+0.3% | Added |
| AE Wealth Management LLC | 3,176 | $207.0K | 0.00% | +3,176 | New |
| Mirova | 3,271 | $212.0K | 0.03% | +469+16.7% | Added |
| CAPROCK Group, Inc. | 3,298 | $215.0K | 0.02% | +72+2.2% | Added |
| Susquehanna International Group, LLP | 3,419 | $222.0K | 0.00% | +3,419 | New |
| HRT Financial LP | 3,448 | $224.0K | 0.00% | +3,448 | New |
| Corient Capital Partners, LLC | 3,471 | $226.0K | 0.02% | +3,471 | New |
| Investors Research Corp | 3,500 | $228.0K | 0.08% | 00.0% | Unchanged |