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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 4,654 | $275.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,560 | $270.0K | 0.13% | +4,560 | New |
| Pathstone Family Office, LLC | 4,515 | $267.3K | 0.01% | +1,736+62.5% | Added |
| ING Groep NV | 4,406 | $261.0K | 0.00% | +1,380+45.6% | Added |
| Proequities, Inc. | 4,322 | $256.0K | 0.02% | +362+9.1% | Added |
| Wedbush Securities Inc | 4,299 | $255.0K | 0.01% | +50+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,280 | $253.0K | 0.05% | +4,280 | New |
| Alan B. Lancz & Associates, Inc. | 4,100 | $250.0K | 0.25% | −400−8.9% | Reduced |
| TCWP LLC | 4,223 | $250.0K | 0.05% | +805+23.6% | Added |
| Corient Capital Partners, LLC | 4,197 | $249.0K | 0.02% | −536−11.3% | Reduced |
| Ballentine Partners, LLC | 4,201 | $248.0K | 0.01% | −691−14.1% | Reduced |
| Hotaling Investment Management, LLC | 4,200 | $248.0K | 0.11% | +4,200 | New |
| Magnus Financial Group LLC | 4,138 | $245.0K | 0.05% | +9+0.2% | Added |
| CIBC Private Wealth Group, LLC | 4,129 | $244.0K | 0.00% | −14,178−77.4% | Reduced |
| Cerity Partners LLC | 4,123 | $244.0K | 0.00% | +4,123 | New |
| Sigma Planning Corp | 4,104 | $243.0K | 0.01% | +7+0.2% | Added |
| Algert Global LLC | 4,087 | $242.0K | 0.02% | +4,087 | New |
| Lake Street Financial LLC | 4,046 | $240.0K | 0.05% | +122+3.1% | Added |
| Sequoia Financial Advisors, LLC | 4,013 | $238.0K | 0.01% | +230+6.1% | Added |
| United Capital Financial Advisers, LLC | 4,006 | $237.0K | 0.00% | +4,006 | New |
| First Manhattan Co | 4,000 | $236.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $236.0K | 0.10% | +3,102 | New |
| Enterprise Bank & Trust Co | 3,977 | $235.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,748 | $222.0K | 0.01% | +492+15.1% | Added |
| Five Oceans Advisors | 3,685 | $218.0K | 0.16% | +544+17.3% | Added |
| Oppenheimer Asset Management Inc. | 3,556 | $211.0K | 0.00% | +475+15.4% | Added |
| Blueshift Asset Management, LLC | 3,514 | $208.0K | 0.03% | +3,514 | New |
| Investors Research Corp | 3,500 | $207.0K | 0.06% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 3,460 | $205.0K | 0.08% | −6,271−64.4% | Reduced |
| PDS Planning, Inc | 3,434 | $203.0K | 0.04% | +3,434 | New |
| HB Wealth Management, LLC | 3,410 | $202.0K | 0.00% | +49+1.5% | Added |
| Gyon Technologies Capital Management, LP | 3,420 | $202.0K | 0.06% | +3,420 | New |
| Schechter Investment Advisors, LLC | 3,383 | $200.0K | 0.02% | −712−17.4% | Reduced |
| Tompkins Financial Corp | 3,300 | $195.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,207 | $190.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,100 | $184.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $183.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 14,857 | $157.0K | 0.05% | 00.0% | Unchanged |
| LSV Asset Management | 2,600 | $154.0K | 0.00% | −19,600−88.3% | Reduced |
| Tobam | 2,536 | $150.0K | 0.01% | +527+26.2% | Added |
| M&R Capital Management Inc | 2,140 | $126.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,920 | $114.0K | 0.01% | +1,920 | New |
| Northwestern Mutual Wealth Management Co | 1,900 | $112.0K | 0.00% | +17+0.9% | Added |
| Venture Visionary Partners LLC | 1,850 | $109.5K | 0.01% | +1,850 | New |
| Trust Co of Vermont | 1,610 | $96.0K | 0.01% | +1,610 | New |
| 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 |
| Lindbrook Capital, LLC | 1,549 | $92.0K | 0.02% | +494+46.8% | Added |
| American Portfolios Advisors | 1,540 | $91.2K | 0.00% | −200−11.5% | Reduced |
| Umb Bank N A | 1,168 | $69.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $67.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 934 | $55.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 900 | $53.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 903 | $53.0K | 0.01% | 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 |
| 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 |
| Clearstead Advisors, LLC | 750 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $44.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 715 | $42.0K | 0.01% | +56+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 700 | $41.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $40.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| HM Payson & Co | 630 | $37.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 631 | $37.0K | 0.01% | +36+6.1% | Added |
| Hall Laurie J Trustee | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 575 | $34.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 561 | $33.0K | 0.01% | +561 | New |
| Benjamin F. Edwards & Company, Inc. | 525 | $31.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $30.0K | 0.01% | +500 | New |
| First Horizon Advisors, Inc. | 470 | $27.0K | 0.00% | +160+51.6% | Added |
| 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 |
| Banque Cantonale Vaudoise | 420 | $25.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Caldwell Trust Co | 293 | $17.3K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 287 | $17.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 245 | $15.0K | 0.00% | −97−28.4% | Reduced |
| Stephens Inc | 15,000 | $15.0K | 0.00% | +15,000 | New |
| 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 |
| Cambridge Trust Co | 223 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 187 | $11.0K | 0.01% | +187 | New |
| Earnest Partners LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $10.0K | 0.00% | 00.0% | Unchanged |