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, Q4 2021
Institutional positions in Bank of Nova Scotia as of Dec 31, 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
- 438
- +26 vs. Q3 2021
- Shares held
- 548.6M
- −28.6M (−5.0%) vs. Q3 2021
- Total value
- $39.4B
- +$3.53B (+9.9%) vs. Q3 2021
- New holders
- 64
- 147 more added
- Sold out
- 38
- 139 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sierra Capital LLC | 19 | $1.00K | 0.00% | +3+18.8% | Added |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Private Ocean, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $2.00K | 0.00% | −32−50.0% | Reduced |
| Gemmer Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $2.00K | 0.00% | +9+47.4% | Added |
| RGT Wealth Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Mach-1 Financial Group, Inc. | 37 | $2.00K | 0.00% | +37 | New |
| Archer Investment Corp | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 42 | $3.00K | 0.00% | −3,000−98.6% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 60 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 76 | $5.00K | 0.00% | +19+33.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 85 | $6.00K | 0.00% | +5+6.3% | Added |
| HHM Wealth Advisors, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $6.00K | 0.00% | +81 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 100 | $7.17K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 127 | $9.00K | 0.00% | −18−12.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 144 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $10.0K | 0.00% | +25+21.6% | Added |
| Retirement Group, LLC | 146 | $10.0K | 0.00% | +146 | New |
| Earnest Partners LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 202 | $14.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 204 | $15.0K | 0.00% | +204 | New |
| Delta Asset Management LLC | 225 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 217 | $16.0K | 0.00% | +121+126.0% | Added |
| Cambridge Trust Co | 223 | $16.0K | 0.00% | +223 | New |
| BerganKDV Wealth Management, LLC | 231 | $17.0K | 0.00% | +3+1.3% | Added |
| Daiwa Securities Group Inc. | 235 | $17.0K | 0.00% | +45+23.7% | Added |
| Manchester Capital Management LLC | 257 | $18.0K | 0.00% | −7−2.7% | Reduced |
| Strategic Asset Management, LLC | 287 | $21.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 293 | $21.0K | 0.00% | −100−25.4% | Reduced |
| Front Row Advisors LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 315 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 323 | $23.0K | 0.00% | +323 | New |
| Capital Analysts, LLC | 365 | $26.0K | 0.00% | +4+1.1% | Added |
| Atlas Capital Advisors LLC | 365 | $26.2K | 0.00% | −241−39.8% | Reduced |
| Zions Bancorporation, N.A. | 388 | $28.0K | 0.00% | +20+5.4% | Added |
| Central Trust Co | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $29.0K | 0.01% | +400 | New |
| Banque Cantonale Vaudoise | 420 | $30.0K | 0.00% | −949−69.3% | Reduced |
| Charter Oak Capital Management, LLC | 438 | $31.0K | 0.00% | −192−30.5% | Reduced |
| NEXT Financial Group, Inc | 440 | $32.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 462 | $33.0K | 0.03% | +462 | New |
| North Star Investment Management Corp. | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $38.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 584 | $42.0K | 0.00% | +1+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 591 | $42.0K | 0.02% | +591 | New |
| Glassman Wealth Services | 606 | $43.0K | 0.01% | −2,638−81.3% | Reduced |
| Hall Laurie J Trustee | 600 | $43.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 595 | $43.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 680 | $44.0K | 0.00% | +212+45.3% | Added |
| HM Payson & Co | 630 | $45.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 625 | $45.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $47.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $48.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $50.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 750 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $53.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 747 | $54.0K | 0.01% | −140−15.8% | Reduced |
| Clearstead Advisors, LLC | 750 | $54.0K | 0.00% | +250+50.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $57.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 903 | $65.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 934 | $67.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 969 | $69.0K | 0.01% | +182+23.1% | Added |
| Fifth Third Bancorp | 1,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,010 | $72.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,050 | $75.0K | 0.04% | +1,050 | New |
| American Portfolios Advisors | 1,100 | $78.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,128 | $80.0K | 0.00% | +77+7.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,137 | $82.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,168 | $84.0K | 0.00% | +1,168 | New |
| Desjardins Global Asset Management Inc. | 1,589 | $113.0K | 0.01% | +1,589 | New |
| Trust Co of Vermont | 1,610 | $115.0K | 0.01% | +1,610 | New |
| Commons Capital, LLC | 1,692 | $121.0K | 0.12% | +1,692 | New |
| Harbour Investments, Inc. | 1,707 | $122.0K | 0.01% | −4,066−70.4% | Reduced |
| M&R Capital Management Inc | 1,840 | $131.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 1,993 | $141.0K | 0.02% | −1,622−44.9% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,167 | $155.4K | 0.04% | +2,167 | New |
| Northwestern Mutual Wealth Management Co | 2,433 | $174.0K | 0.00% | +491+25.3% | Added |
| Fortitude Advisory Group L.L.C. | 2,549 | $183.0K | 0.09% | +2,549 | New |