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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 16,193 | $1.16M | 0.01% | −15,006−48.1% | Reduced |
| Renaissance Technologies LLC | 16,100 | $1.15M | 0.00% | +16,100 | New |
| Texas Yale Capital Corp. | 15,950 | $1.14M | 0.06% | +50+0.3% | Added |
| Ravenstone Capital Management Inc. | 15,079 | $1.07M | 0.67% | +22+0.1% | Added |
| Bogart Wealth, LLC | 14,685 | $1.05M | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 14,823 | $1.05M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,469 | $1.04M | 0.00% | −1,829−11.2% | Reduced |
| M&T Bank Corp | 14,092 | $1.01M | 0.00% | −250−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,748 | $986.0K | 0.01% | +258+1.9% | Added |
| Clear Street Markets LLC | 13,300 | $953.0K | 0.09% | +13,300 | New |
| Cornerstone Wealth Management, LLC | 12,885 | $916.0K | 0.09% | −250−1.9% | Reduced |
| Forum Financial Management, LP | 12,516 | $897.0K | 0.05% | +12,516 | New |
| Pendal Group Limited | 11,752 | $833.0K | 0.01% | −39,764−77.2% | Reduced |
| Bessemer Group Inc | 11,584 | $820.0K | 0.00% | +3,000+34.9% | Added |
| Signaturefd, LLC | 10,977 | $787.0K | 0.02% | +2,039+22.8% | Added |
| Vident Investment Advisory, LLC | 10,970 | $777.0K | 0.02% | +2,671+32.2% | Added |
| Merit Financial Group, LLC | 10,821 | $776.0K | 0.08% | +42+0.4% | Added |
| Summit Global Investments | 10,745 | $770.0K | 0.05% | +100+0.9% | Added |
| qPULA Trading Management LP | 10,300 | $738.0K | 1.32% | −6,701−39.4% | Reduced |
| MBB Public Markets I LLC | 10,249 | $735.0K | 0.01% | +10,249 | New |
| Smithbridge Asset Management Inc | 10,106 | $724.0K | 0.22% | −4,281−29.8% | Reduced |
| Boston Trust Walden Corp | 10,075 | $722.0K | 0.01% | +425+4.4% | Added |
| Bluestein R H & Co | 10,000 | $717.0K | 0.03% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 9,930 | $712.0K | 0.03% | −11,940−54.6% | Reduced |
| Aigen Investment Management, LP | 10,380 | $709.0K | 0.04% | +6,535+170.0% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,000 | $708.0K | 0.78% | −600−5.7% | Reduced |
| Exencial Wealth Advisors, LLC | 9,796 | $702.0K | 0.03% | +1,913+24.3% | Added |
| Employees Provident Fund Board | 9,800 | $694.8K | 0.01% | +9,800 | New |
| Ieq Capital, LLC | 9,684 | $694.0K | 0.02% | −739−7.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,348 | $685.0K | 0.24% | +9,348 | New |
| Pacer Advisors, Inc. | 9,317 | $668.0K | 0.01% | −211−2.2% | Reduced |
| First National Trust Co | 9,318 | $668.0K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 7,444 | $667.0K | 0.04% | +7,444 | New |
| Veriti Management LLC | 9,281 | $665.0K | 0.09% | +81+0.9% | Added |
| 1620 Investment Advisors, Inc. | 9,205 | $660.0K | 0.74% | +9,205 | New |
| Sterling Manor Financial, LLC | 9,137 | $655.0K | 0.51% | +5,567+155.9% | Added |
| Glenmede Trust Co NA | 8,918 | $638.0K | 0.00% | −23−0.3% | Reduced |
| Ritholtz Wealth Management | 8,871 | $636.0K | 0.04% | +1,580+21.7% | Added |
| Allspring Global Investments Holdings, LLC | 8,800 | $630.0K | 0.00% | +8,800 | New |
| 180 Wealth Advisors, LLC | 8,482 | $606.0K | 0.14% | −245−2.8% | Reduced |
| 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 |
| Envestnet Asset Management Inc | 8,217 | $589.0K | 0.00% | +2,630+47.1% | Added |
| Vontobel Holding Ltd. | 8,113 | $586.0K | 0.00% | −2,084−20.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 8,160 | $585.0K | 0.27% | −200−2.4% | Reduced |
| MAI Capital Management | 8,127 | $583.0K | 0.01% | +665+8.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $548.0K | 0.18% | 00.0% | Unchanged |
| Quilter Plc | 7,700 | $546.0K | 0.01% | −1,082−12.3% | Reduced |
| Financial Advisory Service, Inc. | 7,602 | $545.0K | 0.05% | +54+0.7% | Added |
| Brewin Dolphin Ltd | 7,585 | $544.0K | 0.02% | −17,012−69.2% | Reduced |
| Brinker Capital Investments, LLC | 7,531 | $540.0K | 0.01% | +1,103+17.2% | Added |
| JJJ Advisors Inc. | 7,411 | $531.0K | 0.16% | +323+4.6% | Added |
| Evergreen Capital Management LLC | 7,399 | $530.0K | 0.02% | +414+5.9% | Added |
| Captrust Financial Advisors | 7,363 | $528.0K | 0.00% | +5,139+231.1% | Added |
| BNP Paribas Arbitrage, SA | 7,307 | $523.8K | 0.00% | +1,208+19.8% | Added |
| 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 |
| Silverlake Wealth Management LLC | 7,126 | $510.9K | 0.27% | +7,126 | New |
| Henshaw Capital LLC | 6,943 | $497.7K | 0.03% | +877+14.5% | Added |
| Eaton Vance Management | 6,927 | $496.0K | 0.00% | +389+5.9% | Added |
| Kavar Capital Partners Group, LLC | 6,850 | $491.0K | 0.10% | −250−3.5% | Reduced |
| Edgestream Partners, L.P. | 6,794 | $487.0K | 0.03% | +6,794 | New |
| Oppenheimer & Co Inc | 6,721 | $482.0K | 0.01% | +6,721 | New |
| 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 |
| Creative Planning | 6,368 | $456.0K | 0.00% | +766+13.7% | 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 |
| JustInvest LLC | 6,129 | $439.0K | 0.03% | +2,679+77.7% | Added |
| Forbes J M & Co LLP | 6,000 | $430.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,732 | $411.0K | 0.05% | +461+8.7% | Added |
| AE Wealth Management LLC | 5,500 | $394.0K | 0.00% | +1,184+27.4% | Added |
| Tower Research Capital LLC (TRC) | 5,525 | $388.0K | 0.01% | +3,659+196.1% | Added |
| Cetera Investment Advisers | 5,352 | $384.0K | 0.01% | +511+10.6% | Added |
| Laurel Wealth Advisors, Inc. | 5,325 | $382.0K | 0.03% | −500−8.6% | Reduced |
| Engineers Gate Manager LP | 5,320 | $381.0K | 0.02% | +60+1.1% | Added |
| Compagnie Lombard Odier SCmA | 5,285 | $375.0K | 0.01% | −750−12.4% | Reduced |
| Baskin Financial Services Inc. | 5,275 | $373.0K | 0.03% | −900−14.6% | Reduced |
| Ballentine Partners, LLC | 5,109 | $366.0K | 0.01% | +28+0.6% | Added |
| Nwam LLC | 5,009 | $359.0K | 0.03% | −595−10.6% | Reduced |
| 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 |
| 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 |
| Old North State Trust, LLC | 4,872 | $349.0K | 0.25% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,695 | $337.0K | 0.10% | +464+11.0% | Added |
| Private Advisor Group, LLC | 4,653 | $334.0K | 0.00% | −3,481−42.8% | Reduced |
| Americana Partners, LLC | 4,623 | $331.0K | 0.06% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,598 | $330.0K | 0.02% | −186−3.9% | Reduced |
| 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 |
| Susquehanna International Group, LLP | 4,390 | $315.0K | 0.00% | +4,390 | New |
| Fox Run Management, L.L.C. | 4,331 | $310.0K | 0.18% | +4,331 | New |
| Naples Global Advisors, LLC | 4,185 | $300.0K | 0.03% | +4,185 | 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 |
| 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 |