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, Q2 2022
Institutional positions in Bank of Nova Scotia as of Jun 30, 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
- 434
- +2 vs. Q1 2022
- Shares held
- 558.6M
- +20.8M (+3.9%) vs. Q1 2022
- Total value
- $33.2B
- −$5.52B (−14.2%) vs. Q1 2022
- New holders
- 48
- 175 more added
- Sold out
- 46
- 118 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 5 | $288 | 0.26% | 00.0% | Unchanged |
| Addison Advisors LLC | 25 | $1.00K | 0.00% | −1,275−98.1% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 39 | $2.00K | 0.00% | +11+39.3% | Added |
| Sierra Capital LLC | 29 | $2.00K | 0.00% | +6+26.1% | Added |
| Mach-1 Financial Group, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $3.00K | 0.00% | −515−91.2% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 45 | $3.00K | 0.00% | +45 | New |
| West Bancorporation Inc | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 83 | $5.00K | 0.00% | −229−73.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $6.00K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 111 | $7.00K | 0.00% | −116−51.1% | Reduced |
| Private Capital Group, LLC | 113 | $7.00K | 0.01% | +37+48.7% | Added |
| Schubert & Co | 118 | $7.00K | 0.01% | +118 | New |
| Newbridge Financial Services Group, Inc. | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 143 | $8.00K | 0.01% | +143 | New |
| AlphaMark Advisors, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 144 | $9.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 158 | $9.00K | 0.00% | +26+19.7% | Added |
| Earnest Partners LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 175 | $10.0K | 0.00% | +87+98.9% | Added |
| TSFG, LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 187 | $11.0K | 0.01% | +187 | New |
| Huntington National Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 223 | $13.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 235 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 240 | $14.0K | 0.00% | +6+2.6% | Added |
| CWM, LLC | 245 | $15.0K | 0.00% | −97−28.4% | Reduced |
| Stephens Inc | 15,000 | $15.0K | 0.00% | +15,000 | New |
| Strategic Asset Management, LLC | 287 | $17.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 293 | $17.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 298 | $18.0K | 0.00% | +87+41.2% | Added |
| SeaCrest Wealth Management, LLC | 301 | $18.0K | 0.00% | +301 | New |
| Exchange Traded Concepts, LLC | 365 | $22.0K | 0.00% | −227−38.3% | Reduced |
| Capital Analysts, LLC | 373 | $22.0K | 0.00% | +4+1.1% | Added |
| Knott David M Jr | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $25.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 438 | $26.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 435 | $26.0K | 0.00% | +67+18.2% | Added |
| JFS Wealth Advisors, LLC | 437 | $26.0K | 0.00% | +84+23.8% | Added |
| First Horizon Advisors, Inc. | 470 | $27.0K | 0.00% | +160+51.6% | Added |
| North Star Investment Management Corp. | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $30.0K | 0.01% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 525 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 561 | $33.0K | 0.01% | +561 | New |
| Lipe & Dalton | 575 | $34.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $37.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 631 | $37.0K | 0.01% | +36+6.1% | Added |
| Spire Wealth Management | 650 | $38.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 645 | $38.0K | 0.01% | +500+344.8% | Added |
| Asset Dedication, LLC | 661 | $40.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $41.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 715 | $42.0K | 0.01% | +56+8.5% | Added |
| Clearstead Advisors, LLC | 750 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $44.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $47.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $47.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 852 | $50.0K | 0.00% | −435−33.8% | Reduced |
| Princeton Global Asset Management LLC | 850 | $50.0K | 0.02% | +200+30.8% | Added |
| McMillion Capital Management Inc | 840 | $50.0K | 0.04% | +840 | New |
| Central Trust Co | 900 | $53.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 903 | $53.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 934 | $55.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $67.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,168 | $69.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,540 | $91.2K | 0.00% | −200−11.5% | Reduced |
| Lindbrook Capital, LLC | 1,549 | $92.0K | 0.02% | +494+46.8% | Added |
| Desjardins Global Asset Management Inc. | 1,589 | $94.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,589 | $94.0K | 0.00% | +89+5.9% | Added |
| Trust Co of Vermont | 1,610 | $96.0K | 0.01% | +1,610 | New |
| Venture Visionary Partners LLC | 1,850 | $109.5K | 0.01% | +1,850 | New |
| Northwestern Mutual Wealth Management Co | 1,900 | $112.0K | 0.00% | +17+0.9% | Added |
| Harbour Investments, Inc. | 1,920 | $114.0K | 0.01% | +1,920 | New |
| Farmers & Merchants Investments Inc | 2,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,140 | $126.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 2,536 | $150.0K | 0.01% | +527+26.2% | Added |
| LSV Asset Management | 2,600 | $154.0K | 0.00% | −19,600−88.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 14,857 | $157.0K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $183.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,100 | $184.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,207 | $190.0K | 0.00% | 00.0% | Unchanged |