Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 419 institutions
Q1 2021: 385 institutionsQ2 2021: 394 institutionsQ3 2021: 419 institutionsQ4 2021: 438 institutionsQ1 2022: 440 institutionsQ2 2022: 434 institutionsQ3 2022: 416 institutionsQ4 2022: 418 institutionsQ1 2023: 405 institutionsQ2 2023: 386 institutionsQ3 2023: 395 institutionsQ4 2023: 390 institutionsQ1 2024: 399 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 442 institutionsQ1 2025: 419 institutionsQ2 2025: 433 institutionsQ3 2025: 460 institutionsQ4 2025: 484 institutionsQ1 2026: 508 institutionsQ2 2026: 535 institutions
Value heldQ3 2021: $36.0B
Q1 2021: $36.4BQ2 2021: $37.1BQ3 2021: $36.0BQ4 2021: $39.4BQ1 2022: $38.8BQ2 2022: $33.2BQ3 2022: $26.9BQ4 2022: $26.8BQ1 2023: $28.3BQ2 2023: $27.3BQ3 2023: $24.5BQ4 2023: $26.4BQ1 2024: $29.1BQ2 2024: $26.0BQ3 2024: $31.4BQ4 2024: $29.3BQ1 2025: $27.3BQ2 2025: $33.5BQ3 2025: $35.8BQ4 2025: $42.2BQ1 2026: $37.3BQ2 2026: $47.7B
Institutions holding BNS and their total value by quarter
QuarterHoldersValue
Q2 2026535$47.7B
Q1 2026508$37.3B
Q4 2025484$42.2B
Q3 2025460$35.8B
Q2 2025433$33.5B
Q1 2025419$27.3B
Q4 2024442$29.3B
Q3 2024412$31.4B
Q2 2024393$26.0B
Q1 2024399$29.1B
Q4 2023390$26.4B
Q3 2023395$24.5B
Q2 2023386$27.3B
Q1 2023405$28.3B
Q4 2022418$26.8B
Q3 2022416$26.9B
Q2 2022434$33.2B
Q1 2022440$38.8B
Q4 2021438$39.4B
Q3 2021419$36.0B
Q2 2021394$37.1B
Q1 2021385$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.

Institutions holding BNS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC3,450$212.0K0.02%+3,450New
Proequities, Inc.3,482$214.0K0.01%+405+13.2%Added
Campbell & CO Investment Adviser LLC3,486$214.0K0.07%+3,486New
Investors Research Corp3,500$215.0K0.07%00.0%Unchanged
Sterling Manor Financial, LLC3,570$220.0K0.18%+7+0.2%Added
Pathstone Family Office, LLC3,581$220.0K0.01%+3,581New
Mirova3,615$222.0K0.03%+344+10.5%Added
Prudential Financial Inc3,628$223.0K0.00%+3,628New
UBS Asset Management Americas Inc3,649$224.5K0.00%+3,649New
Rockefeller Capital Management L.P.3,757$230.0K0.00%−10,068−72.8%Reduced
Sigma Planning Corp3,783$233.0K0.01%+281+8.0%Added
Aigen Investment Management, LP3,845$237.0K0.05%+3,845New
Gotham Asset Management, LLC3,878$239.0K0.01%+21+0.5%Added
SG Americas Securities, LLC3,951$243.0K0.00%+3,951New
Burney Co3,970$244.0K0.01%00.0%Unchanged
Robertson Stephens Wealth Management, LLC3,991$245.0K0.03%00.0%Unchanged
Enterprise Bank & Trust Co3,977$245.0K0.10%00.0%Unchanged
First Manhattan Co4,000$246.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC4,031$248.0K0.00%+4,031New
CIBC Private Wealth Group, LLC4,129$254.0K0.00%00.0%Unchanged
Magnus Financial Group LLC4,129$254.0K0.05%00.0%Unchanged
Source Financial Advisors LLC4,152$255.0K0.07%00.0%Unchanged
Venture Visionary Partners LLC4,150$255.0K0.02%00.0%Unchanged
Sara-Bay Financial4,231$260.0K0.10%00.0%Unchanged
AE Wealth Management LLC4,316$266.0K0.00%+1,140+35.9%Added
FORA Capital, LLC4,492$276.0K0.07%−3,403−43.1%Reduced
Americana Partners, LLC4,623$284.0K0.07%00.0%Unchanged
Essex Financial Services, Inc.4,775$294.0K0.03%−3,020−38.7%Reduced
Corient Capital Partners, LLC4,784$294.0K0.02%+1,313+37.8%Added
Winton Group Ltd4,807$296.0K0.02%+4,807New
Cetera Investment Advisers4,841$298.0K0.00%+281+6.2%Added
Old North State Trust, LLC4,872$300.0K0.27%00.0%Unchanged
West Family Investments, Inc.4,880$300.0K0.08%+346+7.6%Added
Capital Investment Advisors, LLC4,905$302.0K0.01%−15−0.3%Reduced
Unio Capital LLC4,903$302.0K0.13%00.0%Unchanged
New England Investment & Retirement Group, Inc.4,904$302.0K0.07%+731+17.5%Added
Ontario Teachers Pension Plan Board4,965$305.0K0.00%+865+21.1%Added
Ridgewood Investments LLC5,000$308.0K0.21%00.0%Unchanged
Ballentine Partners, LLC5,081$313.0K0.01%−85−1.6%Reduced
Dynamic Technology Lab Private Ltd5,190$319.0K0.04%+5,190New
Engineers Gate Manager LP5,260$324.0K0.02%−60−1.1%Reduced
Checchi Capital Advisers, LLC5,271$324.0K0.04%+486+10.2%Added
Envestnet Asset Management Inc5,587$344.0K0.00%+16+0.3%Added
Creative Planning5,602$345.0K0.00%+136+2.5%Added
Nwam LLC5,604$345.0K0.03%+209+3.9%Added
Harbour Investments, Inc.5,773$355.0K0.01%+1,316+29.5%Added
Laurel Wealth Advisors, Inc.5,825$358.0K0.07%00.0%Unchanged
Euro Pacific Asset Management, LLC5,821$358.0K0.09%+1,138+24.3%Added
Forbes J M & Co LLP6,000$369.0K0.05%00.0%Unchanged
Versor Investments LP6,000$369.0K0.01%+6,000New
Geneos Wealth Management Inc.5,967$371.0K0.01%+410+7.4%Added
Compagnie Lombard Odier SCmA6,035$372.0K0.01%00.0%Unchanged
Henshaw Capital LLC6,066$373.2K0.02%+595+10.9%Added
BNP Paribas Arbitrage, SA6,099$375.3K0.00%+279+4.8%Added
First Heartland Consultants, Inc.6,135$377.0K0.06%+6,135New
Baskin Financial Services Inc.6,175$379.0K0.03%00.0%Unchanged
Cohen Investment Advisors LLC6,231$383.0K0.29%+8+0.1%Added
Hemenway Trust Co LLC6,260$385.0K0.04%−290−4.4%Reduced
Hennion & Walsh Asset Management, Inc.6,550$403.0K0.02%+6,550New
Moors & Cabot, Inc.6,760$414.0K0.03%+150+2.3%Added
Brinker Capital Investments, LLC6,428$418.0K0.01%00.0%Unchanged
Boston Private Wealth LLC6,833$421.0K0.01%+1,331+24.2%Added
The PNC Financial Services Group, Inc.6,958$429.0K0.00%−26−0.4%Reduced
Evergreen Capital Management LLC6,985$430.0K0.02%+1,895+37.2%Added
JJJ Advisors Inc.7,088$436.0K0.15%+1,495+26.7%Added
Kavar Capital Partners Group, LLC7,100$437.0K0.10%00.0%Unchanged
Marathon Capital Management7,245$446.0K0.10%−650−8.2%Reduced
Ritholtz Wealth Management7,291$449.0K0.03%−71−1.0%Reduced
Blair William & Co7,381$454.0K0.00%+2,405+48.3%Added
MAI Capital Management7,462$459.0K0.01%+6+0.1%Added
Schonfeld Strategic Advisors LLC7,500$462.0K0.01%−22,500−75.0%Reduced
Financial Advisory Service, Inc.7,548$464.0K0.04%−500−6.2%Reduced
Mitchell McLeod Pugh & Williams Inc7,650$471.0K0.17%00.0%Unchanged
Exencial Wealth Advisors, LLC7,883$485.0K0.02%+653+9.0%Added
Private Advisor Group, LLC8,134$500.0K0.00%+3,551+77.5%Added
Virtu Financial LLC8,222$506.0K0.04%+8,222New
Voloridge Investment Management, LLC8,293$510.0K0.00%+8,293New
Vident Investment Advisory, LLC8,299$511.0K0.02%+3,540+74.4%Added
Total Clarity Wealth Management, Inc.8,360$514.0K0.24%−750−8.2%Reduced
Bessemer Group Inc8,584$529.0K0.00%+50+0.6%Added
Quilter Plc8,782$540.0K0.02%00.0%Unchanged
Cresset Asset Management, LLC8,869$545.0K0.01%+779+9.6%Added
Glenmede Trust Co NA8,941$548.0K0.00%+277+3.2%Added
Signaturefd, LLC8,938$550.0K0.02%−342−3.7%Reduced
180 Wealth Advisors, LLC8,727$562.0K0.12%00.0%Unchanged
Veriti Management LLC9,200$566.0K0.08%+234+2.6%Added
First National Trust Co9,318$573.0K0.03%00.0%Unchanged
Pacer Advisors, Inc.9,528$586.0K0.01%+321+3.5%Added
Bayesian Capital Management, LP9,600$591.0K0.17%+9,600New
Boston Trust Walden Corp9,650$594.0K0.01%−75−0.8%Reduced
Bluestein R H & Co10,000$615.0K0.02%00.0%Unchanged
Vontobel Holding Ltd.10,197$627.0K0.01%−61,539−85.8%Reduced
Ieq Capital, LLC10,423$642.0K0.02%+796+8.3%Added
Legg Mason Asset Management (Japan) Co., Ltd.10,600$652.0K0.75%−900−7.8%Reduced
Summit Global Investments10,645$655.0K0.05%+10,645New
Merit Financial Group, LLC10,779$663.0K0.07%+146+1.4%Added
Conning Inc.11,433$703.0K0.02%−106−0.9%Reduced
Cornerstone Wealth Management, LLC13,135$808.0K0.09%+269+2.1%Added
Avantax Advisory Services, Inc.13,490$829.0K0.01%+683+5.3%Added
M&T Bank Corp14,342$882.0K0.00%−386−2.6%Reduced