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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,895 | $207.0K | 0.00% | +2,895 | New |
| Aull & Monroe Investment Management Corp | 2,900 | $208.0K | 0.09% | +2,900 | New |
| Stokes Family Office, LLC | 2,981 | $214.0K | 0.03% | +2,981 | New |
| Ontario Teachers Pension Plan Board | 3,033 | $215.0K | 0.00% | −1,932−38.9% | Reduced |
| First Heartland Consultants, Inc. | 3,020 | $216.0K | 0.03% | −3,115−50.8% | Reduced |
| ING Groep NV | 3,026 | $217.0K | 0.00% | +3,026 | New |
| Cerity Partners LLC | 3,012 | $218.0K | 0.00% | +3,012 | New |
| Mutual Advisors, LLC | 3,043 | $218.0K | 0.01% | +3,043 | New |
| TrinityPoint Wealth, LLC | 3,056 | $219.0K | 0.04% | +3,056 | New |
| Wealthsimple Inc. | 3,104 | $220.0K | 0.01% | +3,104 | New |
| Brown Brothers Harriman & Co | 3,100 | $222.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $222.0K | 0.01% | 00.0% | Unchanged |
| Titus Wealth Management | 3,090 | $222.0K | 0.10% | +3,090 | New |
| Two Sigma Securities, LLC | 3,109 | $223.0K | 0.04% | +3,109 | New |
| Moloney Securities Asset Management, LLC | 3,120 | $224.0K | 0.04% | +3,120 | New |
| Schechter Investment Advisors, LLC | 3,129 | $224.0K | 0.02% | +3,129 | New |
| Prudential Financial Inc | 3,334 | $227.0K | 0.00% | −294−8.1% | Reduced |
| JCIC Asset Management Inc. | 3,200 | $227.0K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 3,184 | $228.0K | 0.00% | +3,184 | New |
| Qtron Investments LLC | 3,220 | $228.0K | 0.05% | +3,220 | New |
| D. E. Shaw & Co., Inc. | 3,230 | $232.0K | 0.00% | −306,794−99.0% | Reduced |
| Baird Financial Group, Inc. | 3,344 | $240.0K | 0.00% | +3,344 | New |
| PEAK6 Investments LLC | 3,356 | $241.0K | 0.01% | +3,356 | New |
| Pathstone Family Office, LLC | 3,452 | $248.0K | 0.01% | −129−3.6% | Reduced |
| Proequities, Inc. | 3,482 | $250.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $251.0K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,683 | $264.0K | 0.01% | +621+20.3% | Added |
| Burney Co | 3,745 | $268.0K | 0.01% | −225−5.7% | Reduced |
| Bridgefront Capital, LLC | 3,776 | $271.0K | 0.26% | +3,776 | New |
| Sigma Planning Corp | 3,802 | $273.0K | 0.01% | +19+0.5% | Added |
| Essex Financial Services, Inc. | 3,930 | $282.0K | 0.03% | −845−17.7% | Reduced |
| Gotham Asset Management, LLC | 3,942 | $283.0K | 0.01% | +64+1.7% | Added |
| Quadrant Capital Group LLC | 3,955 | $284.0K | 0.03% | +804+25.5% | Added |
| Enterprise Bank & Trust Co | 3,977 | $285.0K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 4,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 4,000 | $287.0K | 0.10% | +4,000 | New |
| Robertson Stephens Wealth Management, LLC | 3,991 | $289.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 4,100 | $290.0K | 0.01% | −1,900−31.7% | Reduced |
| CIBC Private Wealth Group, LLC | 4,129 | $296.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,129 | $296.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,127 | $296.0K | 0.17% | +4,127 | New |
| Venture Visionary Partners LLC | 4,150 | $297.0K | 0.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,152 | $297.0K | 0.08% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,185 | $300.0K | 0.03% | +4,185 | New |
| Fox Run Management, L.L.C. | 4,331 | $310.0K | 0.18% | +4,331 | New |
| Susquehanna International Group, LLP | 4,390 | $315.0K | 0.00% | +4,390 | New |
| West Family Investments, Inc. | 4,523 | $324.0K | 0.09% | −357−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 4,530 | $324.0K | 0.00% | +773+20.6% | Added |
| Corient Capital Partners, LLC | 4,598 | $330.0K | 0.02% | −186−3.9% | Reduced |
| Americana Partners, LLC | 4,623 | $331.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,653 | $334.0K | 0.00% | −3,481−42.8% | Reduced |
| Sara-Bay Financial | 4,695 | $337.0K | 0.10% | +464+11.0% | Added |
| Old North State Trust, LLC | 4,872 | $349.0K | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,895 | $351.0K | 0.01% | −10−0.2% | Reduced |
| Unio Capital LLC | 4,903 | $351.0K | 1.25% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,000 | $358.0K | 0.23% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,000 | $358.0K | 0.31% | +5,000 | New |
| Nwam LLC | 5,009 | $359.0K | 0.03% | −595−10.6% | Reduced |
| Ballentine Partners, LLC | 5,109 | $366.0K | 0.01% | +28+0.6% | Added |
| Baskin Financial Services Inc. | 5,275 | $373.0K | 0.03% | −900−14.6% | Reduced |
| Compagnie Lombard Odier SCmA | 5,285 | $375.0K | 0.01% | −750−12.4% | Reduced |
| Engineers Gate Manager LP | 5,320 | $381.0K | 0.02% | +60+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 5,325 | $382.0K | 0.03% | −500−8.6% | Reduced |
| Cetera Investment Advisers | 5,352 | $384.0K | 0.01% | +511+10.6% | Added |
| Tower Research Capital LLC (TRC) | 5,525 | $388.0K | 0.01% | +3,659+196.1% | Added |
| AE Wealth Management LLC | 5,500 | $394.0K | 0.00% | +1,184+27.4% | Added |
| Checchi Capital Advisers, LLC | 5,732 | $411.0K | 0.05% | +461+8.7% | Added |
| Forbes J M & Co LLP | 6,000 | $430.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 6,129 | $439.0K | 0.03% | +2,679+77.7% | Added |
| Hemenway Trust Co LLC | 6,260 | $449.0K | 0.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,270 | $449.0K | 0.32% | +39+0.6% | Added |
| Geneos Wealth Management Inc. | 6,267 | $449.0K | 0.02% | +300+5.0% | Added |
| Creative Planning | 6,368 | $456.0K | 0.00% | +766+13.7% | Added |
| The PNC Financial Services Group, Inc. | 6,572 | $472.0K | 0.00% | −386−5.5% | Reduced |
| Moors & Cabot, Inc. | 6,585 | $472.0K | 0.03% | −175−2.6% | Reduced |
| Oppenheimer & Co Inc | 6,721 | $482.0K | 0.01% | +6,721 | New |
| Edgestream Partners, L.P. | 6,794 | $487.0K | 0.03% | +6,794 | New |
| Kavar Capital Partners Group, LLC | 6,850 | $491.0K | 0.10% | −250−3.5% | Reduced |
| Eaton Vance Management | 6,927 | $496.0K | 0.00% | +389+5.9% | Added |
| Henshaw Capital LLC | 6,943 | $497.7K | 0.03% | +877+14.5% | Added |
| Silverlake Wealth Management LLC | 7,126 | $510.9K | 0.27% | +7,126 | New |
| Blair William & Co | 7,121 | $511.0K | 0.00% | −260−3.5% | Reduced |
| Marathon Capital Management | 7,125 | $511.0K | 0.12% | −120−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 7,307 | $523.8K | 0.00% | +1,208+19.8% | Added |
| Captrust Financial Advisors | 7,363 | $528.0K | 0.00% | +5,139+231.1% | Added |
| Evergreen Capital Management LLC | 7,399 | $530.0K | 0.02% | +414+5.9% | Added |
| JJJ Advisors Inc. | 7,411 | $531.0K | 0.16% | +323+4.6% | Added |
| Brinker Capital Investments, LLC | 7,531 | $540.0K | 0.01% | +1,103+17.2% | Added |
| Brewin Dolphin Ltd | 7,585 | $544.0K | 0.02% | −17,012−69.2% | Reduced |
| Financial Advisory Service, Inc. | 7,602 | $545.0K | 0.05% | +54+0.7% | Added |
| Quilter Plc | 7,700 | $546.0K | 0.01% | −1,082−12.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $548.0K | 0.18% | 00.0% | Unchanged |
| MAI Capital Management | 8,127 | $583.0K | 0.01% | +665+8.9% | Added |
| Total Clarity Wealth Management, Inc. | 8,160 | $585.0K | 0.27% | −200−2.4% | Reduced |
| Vontobel Holding Ltd. | 8,113 | $586.0K | 0.00% | −2,084−20.4% | Reduced |
| Envestnet Asset Management Inc | 8,217 | $589.0K | 0.00% | +2,630+47.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,238 | $591.0K | 0.03% | +1,688+25.8% | Added |
| NEIRG Wealth Management, LLC | 8,246 | $591.0K | 0.11% | +8,246 | New |
| 180 Wealth Advisors, LLC | 8,482 | $606.0K | 0.14% | −245−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,800 | $630.0K | 0.00% | +8,800 | New |