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 |
|---|---|---|---|---|---|
| Versor Investments LP | 4,100 | $290.0K | 0.01% | −1,900−31.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,991 | $289.0K | 0.02% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 4,000 | $287.0K | 0.10% | +4,000 | New |
| First Manhattan Co | 4,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,977 | $285.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,955 | $284.0K | 0.03% | +804+25.5% | Added |
| Gotham Asset Management, LLC | 3,942 | $283.0K | 0.01% | +64+1.7% | Added |
| Essex Financial Services, Inc. | 3,930 | $282.0K | 0.03% | −845−17.7% | Reduced |
| Sigma Planning Corp | 3,802 | $273.0K | 0.01% | +19+0.5% | Added |
| Bridgefront Capital, LLC | 3,776 | $271.0K | 0.26% | +3,776 | New |
| Burney Co | 3,745 | $268.0K | 0.01% | −225−5.7% | Reduced |
| Parallel Advisors, LLC | 3,683 | $264.0K | 0.01% | +621+20.3% | Added |
| Investors Research Corp | 3,500 | $251.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 3,482 | $250.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,452 | $248.0K | 0.01% | −129−3.6% | Reduced |
| PEAK6 Investments LLC | 3,356 | $241.0K | 0.01% | +3,356 | New |
| Baird Financial Group, Inc. | 3,344 | $240.0K | 0.00% | +3,344 | New |
| D. E. Shaw & Co., Inc. | 3,230 | $232.0K | 0.00% | −306,794−99.0% | Reduced |
| Truist Financial Corp | 3,184 | $228.0K | 0.00% | +3,184 | New |
| Qtron Investments LLC | 3,220 | $228.0K | 0.05% | +3,220 | 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 |
| 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 |
| Two Sigma Securities, LLC | 3,109 | $223.0K | 0.04% | +3,109 | 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 |
| Wealthsimple Inc. | 3,104 | $220.0K | 0.01% | +3,104 | New |
| TrinityPoint Wealth, LLC | 3,056 | $219.0K | 0.04% | +3,056 | 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 |
| ING Groep NV | 3,026 | $217.0K | 0.00% | +3,026 | New |
| First Heartland Consultants, Inc. | 3,020 | $216.0K | 0.03% | −3,115−50.8% | Reduced |
| Ontario Teachers Pension Plan Board | 3,033 | $215.0K | 0.00% | −1,932−38.9% | Reduced |
| Stokes Family Office, LLC | 2,981 | $214.0K | 0.03% | +2,981 | New |
| Aull & Monroe Investment Management Corp | 2,900 | $208.0K | 0.09% | +2,900 | New |
| Fiduciary Trust Co | 2,895 | $207.0K | 0.00% | +2,895 | New |
| Fortitude Advisory Group L.L.C. | 2,549 | $183.0K | 0.09% | +2,549 | New |
| Northwestern Mutual Wealth Management Co | 2,433 | $174.0K | 0.00% | +491+25.3% | Added |
| Blueprint Investment Partners LLC | 2,167 | $155.4K | 0.04% | +2,167 | New |
| Farmers & Merchants Investments Inc | 2,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Mirova | 1,993 | $141.0K | 0.02% | −1,622−44.9% | Reduced |
| M&R Capital Management Inc | 1,840 | $131.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,707 | $122.0K | 0.01% | −4,066−70.4% | Reduced |
| Commons Capital, LLC | 1,692 | $121.0K | 0.12% | +1,692 | New |
| Trust Co of Vermont | 1,610 | $115.0K | 0.01% | +1,610 | New |
| Desjardins Global Asset Management Inc. | 1,589 | $113.0K | 0.01% | +1,589 | New |
| Umb Bank N A | 1,168 | $84.0K | 0.00% | +1,168 | New |
| Plante Moran Financial Advisors, LLC | 1,137 | $82.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,128 | $80.0K | 0.00% | +77+7.3% | Added |
| American Portfolios Advisors | 1,100 | $78.9K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,050 | $75.0K | 0.04% | +1,050 | New |
| 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 |
| Lindbrook Capital, LLC | 969 | $69.0K | 0.01% | +182+23.1% | Added |
| AdvisorNet Financial, Inc | 934 | $67.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 903 | $65.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Carroll Financial Associates, Inc. | 750 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $53.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $50.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $48.0K | 0.01% | 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 |
| HM Payson & Co | 630 | $45.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 625 | $45.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 680 | $44.0K | 0.00% | +212+45.3% | Added |
| 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 |
| 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 |
| Lipe & Dalton | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $38.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 462 | $33.0K | 0.03% | +462 | New |
| NEXT Financial Group, Inc | 440 | $32.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 438 | $31.0K | 0.00% | −192−30.5% | Reduced |
| Banque Cantonale Vaudoise | 420 | $30.0K | 0.00% | −949−69.3% | Reduced |
| 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 |
| Zions Bancorporation, N.A. | 388 | $28.0K | 0.00% | +20+5.4% | Added |
| Atlas Capital Advisors LLC | 365 | $26.2K | 0.00% | −241−39.8% | Reduced |
| Capital Analysts, LLC | 365 | $26.0K | 0.00% | +4+1.1% | Added |
| Salem Investment Counselors Inc | 315 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 323 | $23.0K | 0.00% | +323 | New |
| Front Row Advisors LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 293 | $21.0K | 0.00% | −100−25.4% | Reduced |
| Strategic Asset Management, LLC | 287 | $21.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 257 | $18.0K | 0.00% | −7−2.7% | Reduced |
| 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 |