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, Q3 2021
Institutional positions in Bank of Nova Scotia as of Sep 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
- 419
- +29 vs. Q2 2021
- Shares held
- 579.5M
- +11.8M (+2.1%) vs. Q2 2021
- Total value
- $36.0B
- −$1.10B (−3.0%) vs. Q2 2021
- New holders
- 55
- 149 more added
- Sold out
- 26
- 121 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cordant, Inc. | 8 | $0 | 0.00% | +8 | New |
| Institutional & Family Asset Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Archer Investment Corp | 37 | $2.28K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Koshinski Asset Management, Inc. | 60 | $3.69K | 0.00% | +60 | New |
| Financial Management Professionals, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 67 | $4.00K | 0.00% | +19+39.6% | Added |
| Eagle Bay Advisors LLC | 64 | $4.00K | 0.00% | +64 | New |
| HHM Wealth Advisors, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 84 | $5.00K | 0.00% | +84 | New |
| Mascoma Wealth Management LLC | 80 | $5.00K | 0.00% | +80 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 103 | $6.00K | 0.00% | +103 | New |
| Global Retirement Partners, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $7.00K | 0.00% | +116 | New |
| GPS Wealth Strategies Group, LLC | 145 | $9.00K | 0.00% | −730−83.4% | Reduced |
| JFS Wealth Advisors, LLC | 145 | $9.00K | 0.00% | +145 | New |
| Laurel Wealth Planning LLC | 144 | $9.00K | 0.01% | +144 | New |
| Earnest Partners LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 187 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 202 | $12.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 190 | $12.0K | 0.00% | +60+46.2% | Added |
| Community Bank, N.A. | 200 | $12.0K | 0.00% | +200 | New |
| BerganKDV Wealth Management, LLC | 228 | $14.0K | 0.00% | +3+1.3% | Added |
| Delta Asset Management LLC | 225 | $14.0K | 0.00% | +25+12.5% | Added |
| Manchester Capital Management LLC | 264 | $16.0K | 0.00% | +43+19.5% | Added |
| Eaton Vance Management | 6,538 | $17.0K | 0.00% | +320+5.1% | Added |
| Front Row Advisors LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 287 | $18.0K | 0.03% | +287 | New |
| Salem Investment Counselors Inc | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 361 | $22.0K | 0.00% | +4+1.1% | Added |
| Zions Bancorporation, N.A. | 368 | $23.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 393 | $24.2K | 0.00% | −200−33.7% | Reduced |
| Central Trust Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Knott David M | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 440 | $27.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 468 | $29.0K | 0.00% | +243+108.0% | Added |
| D'Orazio & Associates, Inc. | 487 | $30.0K | 0.01% | +487 | New |
| Clearstead Advisors, LLC | 500 | $31.0K | 0.00% | −385−43.5% | Reduced |
| North Star Investment Management Corp. | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $31.0K | 0.02% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 525 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 575 | $35.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 583 | $36.0K | 0.00% | −3,627−86.2% | Reduced |
| Security National Trust Co | 550 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $37.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 595 | $37.0K | 0.01% | +330+124.5% | Added |
| Atlas Capital Advisors LLC | 606 | $37.3K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 625 | $38.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $39.0K | 0.00% | −67−9.6% | Reduced |
| Charter Oak Capital Management, LLC | 630 | $39.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $40.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $40.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $40.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $45.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 750 | $46.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 787 | $48.0K | 0.01% | +59+8.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $49.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 800 | $49.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $49.0K | 0.06% | +400+100.0% | Added |
| NuWave Investment Management, LLC | 809 | $50.0K | 0.06% | +697+622.3% | Added |
| Fieldpoint Private Securities, LLC | 887 | $55.0K | 0.01% | +3+0.3% | Added |
| BDO Wealth Advisors, LLC | 903 | $56.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 934 | $57.0K | 0.00% | +710+317.0% | Added |
| Sandy Spring Bank | 1,010 | $62.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,051 | $65.0K | 0.00% | +215+25.7% | Added |
| American Portfolios Advisors | 1,100 | $67.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $70.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,369 | $84.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,840 | $113.0K | 0.03% | −170−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,866 | $114.0K | 0.00% | +1,637+714.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,942 | $120.0K | 0.00% | −430−18.1% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $123.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,224 | $137.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,873 | $174.0K | 0.00% | −2,637−47.9% | Reduced |
| Endurance Wealth Management, Inc. | 3,042 | $187.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,062 | $188.0K | 0.01% | −21−0.7% | Reduced |
| Credit Agricole S A | 3,091 | $190.0K | 0.01% | +256+9.0% | Added |
| Brown Brothers Harriman & Co | 3,100 | $191.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,151 | $194.0K | 0.03% | −376−10.7% | Reduced |
| JCIC Asset Management Inc. | 3,200 | $197.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,244 | $200.0K | 0.04% | +60+1.9% | Added |