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, Q1 2022
Institutional positions in Bank of Nova Scotia as of Mar 31, 2022. 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
- 440
- +8 vs. Q4 2021
- Shares held
- 539.4M
- −9.18M (−1.7%) vs. Q4 2021
- Total value
- $38.8B
- −$501.6M (−1.3%) vs. Q4 2021
- New holders
- 51
- 168 more added
- Sold out
- 43
- 134 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 5 | $349 | 0.28% | −4,867−99.9% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 19 | $1.00K | 0.00% | −185−90.7% | Reduced |
| Gemmer Asset Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 23 | $2.00K | 0.00% | +4+21.1% | Added |
| Money Concepts Capital Corp | 30 | $2.00K | 0.00% | +30 | New |
| Archer Investment Corp | 37 | $2.55K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 62 | $4.00K | 0.00% | −400−86.6% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Koshinski Asset Management, Inc. | 60 | $4.30K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $6.00K | 0.00% | +19+27.5% | Added |
| Private Capital Group, LLC | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $9.00K | 0.00% | +132 | New |
| GPS Wealth Strategies Group, LLC | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 144 | $10.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $10.0K | 0.00% | +180 | New |
| Newbridge Financial Services Group, Inc. | 138 | $10.0K | 0.00% | +138 | New |
| AlphaMark Advisors, LLC | 150 | $11.0K | 0.00% | −30−16.7% | Reduced |
| Earnest Partners LLC | 161 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 163 | $12.0K | 0.01% | +163 | New |
| TSFG, LLC | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 227 | $14.0K | 0.00% | +227 | New |
| Massmutual Trust Co FSB | 211 | $15.0K | 0.00% | −6−2.8% | Reduced |
| Cambridge Trust Co | 223 | $16.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 235 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 234 | $17.0K | 0.00% | +3+1.3% | Added |
| Manchester Capital Management LLC | 257 | $18.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 287 | $21.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 293 | $21.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 312 | $22.0K | 0.00% | −368−54.1% | Reduced |
| Front Row Advisors LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 310 | $22.0K | 0.00% | +108+53.5% | Added |
| JFS Wealth Advisors, LLC | 353 | $25.0K | 0.00% | +226+178.0% | Added |
| CWM, LLC | 342 | $25.0K | 0.00% | +330+2,750.0% | Added |
| Zions Bancorporation, N.A. | 368 | $26.0K | 0.00% | −20−5.2% | Reduced |
| Capital Analysts, LLC | 369 | $26.0K | 0.00% | +4+1.1% | Added |
| Lenox Wealth Advisors, LLC | 400 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $28.0K | 0.02% | +400 | New |
| Knott David M Jr | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $30.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 438 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 484 | $34.7K | 0.01% | +119+32.6% | Added |
| 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 |
| Fieldpoint Private Securities, LLC | 565 | $41.0K | 0.01% | −182−24.4% | Reduced |
| Lipe & Dalton | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 592 | $42.0K | 0.00% | +8+1.4% | Added |
| Hall Laurie J Trustee | 600 | $43.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 595 | $43.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $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 |
| Glassman Wealth Services | 659 | $47.0K | 0.01% | +53+8.7% | Added |
| Asset Dedication, LLC | 661 | $48.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $50.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $53.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $54.0K | 0.00% | 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 |
| BDO Wealth Advisors, LLC | 903 | $65.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 900 | $65.0K | 0.00% | +500+125.0% | Added |
| AdvisorNet Financial, Inc | 934 | $67.0K | 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 |
| Natixis Investment Managers International | 1,055 | $75.0K | 0.00% | +1,055 | New |
| Lindbrook Capital, LLC | 1,055 | $76.0K | 0.01% | +86+8.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,137 | $82.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,168 | $84.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,287 | $92.0K | 0.00% | +159+14.1% | Added |
| Addison Advisors LLC | 1,300 | $93.0K | 0.05% | +1,300 | New |
| Fifth Third Bancorp | 1,500 | $108.0K | 0.00% | +500+50.0% | Added |
| Desjardins Global Asset Management Inc. | 1,589 | $114.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,740 | $124.8K | 0.00% | +640+58.2% | Added |
| Prospera Financial Services Inc | 1,833 | $131.0K | 0.01% | +1,833 | New |
| Northwestern Mutual Wealth Management Co | 1,883 | $135.0K | 0.00% | −550−22.6% | Reduced |
| Mirova | 1,884 | $135.0K | 0.02% | −109−5.5% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,009 | $144.0K | 0.01% | +2,009 | New |
| M&R Capital Management Inc | 2,140 | $153.0K | 0.03% | +300+16.3% | Added |
| NuWave Investment Management, LLC | 2,150 | $154.0K | 0.21% | +2,150 | New |
| First National Bank of Mount Dora, Trust Investment Services | 14,857 | $159.0K | 0.05% | +14,857 | New |
| Fortitude Advisory Group L.L.C. | 2,549 | $183.0K | 0.10% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2,600 | $186.0K | 0.06% | −600−18.8% | Reduced |