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, Q3 2022
Institutional positions in Bank of Nova Scotia as of Sep 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
- 416
- −14 vs. Q2 2022
- Shares held
- 560.2M
- +1.53M (+0.3%) vs. Q2 2022
- Total value
- $26.9B
- −$6.37B (−19.2%) vs. Q2 2022
- New holders
- 35
- 152 more added
- Sold out
- 49
- 146 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 20 | $951 | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 19,876 | $1.00K | 0.00% | +11,701+143.1% | Added |
| Cetera Investment Advisers | 11,254 | $1.00K | 0.00% | +5,613+99.5% | Added |
| Institutional & Family Asset Management, LLC | 20 | $1.00K | 0.00% | −19−48.7% | Reduced |
| Sierra Capital LLC | 20 | $1.00K | 0.00% | −9−31.0% | Reduced |
| Mach-1 Financial Group, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $2.00K | 0.00% | −128−73.1% | Reduced |
| Endurance Wealth Management, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $3.00K | 0.00% | −370−84.7% | Reduced |
| West Bancorporation Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 90 | $4.00K | 0.00% | +5+5.9% | Added |
| Bell Investment Advisors, Inc | 86 | $4.00K | 0.00% | +61+244.0% | Added |
| Money Concepts Capital Corp | 77 | $4.00K | 0.00% | +77 | New |
| Financial Perspectives, Inc | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $6.00K | 0.00% | −165−55.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 145 | $7.00K | 0.00% | −500−77.5% | Reduced |
| Daiwa Securities Group Inc. | 150 | $7.00K | 0.00% | −85−36.2% | Reduced |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $7.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 144 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 144 | $7.00K | 0.01% | +26+22.0% | Added |
| Coston, McIsaac & Partners | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 193 | $9.18K | 0.00% | −100−34.1% | Reduced |
| Huntington National Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $10.0K | 0.00% | +200 | New |
| IFP Advisors, Inc | 197 | $11.0K | 0.00% | +17+9.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.0K | 0.00% | +245 | New |
| Exchange Traded Concepts, LLC | 260 | $12.0K | 0.00% | −105−28.8% | Reduced |
| Allworth Financial LP | 242 | $12.0K | 0.00% | +84+53.2% | Added |
| First Personal Financial Services | 275 | $13.0K | 0.00% | +275 | New |
| Front Row Advisors LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 287 | $14.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 15,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 284 | $14.0K | 0.00% | +44+18.3% | Added |
| EdgeRock Capital LLC | 299 | $14.0K | 0.01% | +299 | New |
| Hallmark Capital Management Inc | 352 | $17.0K | 0.00% | +352 | New |
| First Horizon Advisors, Inc. | 377 | $18.0K | 0.00% | −93−19.8% | Reduced |
| Capital Analysts, LLC | 378 | $18.0K | 0.00% | +5+1.3% | Added |
| Knott David M Jr | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 416 | $20.0K | 0.00% | +171+69.8% | Added |
| Global Retirement Partners, LLC | 436 | $21.0K | 0.00% | +325+292.8% | Added |
| Harvest Fund Management Co., Ltd | 438 | $21.0K | 0.01% | +438 | New |
| Glassman Wealth Services | 466 | $22.0K | 0.00% | −249−34.8% | Reduced |
| Zions Bancorporation, N.A. | 471 | $22.0K | 0.00% | +36+8.3% | Added |
| American Portfolios Advisors | 500 | $23.8K | 0.00% | −1,040−67.5% | Reduced |
| North Star Investment Management Corp. | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 575 | $27.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $28.0K | 0.00% | +623 | New |
| Trust Co of Vermont | 610 | $29.0K | 0.00% | −1,000−62.1% | Reduced |
| Hall Laurie J Trustee | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $30.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 657 | $31.0K | 0.00% | +7+1.1% | Added |
| Asset Dedication, LLC | 661 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $33.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $35.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 748 | $36.0K | 0.01% | +117+18.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $38.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $38.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 840 | $40.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 845 | $40.0K | 0.00% | −7−0.8% | Reduced |
| Princeton Global Asset Management LLC | 850 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 683 | $40.0K | 0.00% | +683 | New |
| Kempen Capital Management N.V. | 474 | $43.0K | 0.00% | −41,662−98.9% | Reduced |
| AdvisorNet Financial, Inc | 909 | $43.0K | 0.00% | −25−2.7% | Reduced |
| Central Trust Co | 900 | $43.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 903 | $43.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $54.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,162 | $56.0K | 0.00% | −6−0.5% | Reduced |
| Hexagon Capital Partners LLC | 1,267 | $60.0K | 0.02% | +706+125.8% | Added |
| Accel Wealth Management | 1,335 | $66.0K | 0.04% | +1,335 | New |
| Lindbrook Capital, LLC | 1,477 | $70.0K | 0.01% | −72−4.6% | Reduced |
| Addison Advisors LLC | 1,658 | $79.0K | 0.05% | +1,633+6,532.0% | Added |
| M&R Capital Management Inc | 1,840 | $87.0K | 0.02% | −300−14.0% | Reduced |
| Fifth Third Bancorp | 1,824 | $87.0K | 0.00% | +235+14.8% | Added |
| Farmers & Merchants Investments Inc | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,209 | $105.0K | 0.01% | +2,209 | New |
| Harbour Investments, Inc. | 1,920 | $114.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,536 | $121.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 2,600 | $124.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2,600 | $126.0K | 0.06% | +2,600 | New |
| Northwestern Mutual Wealth Management Co | 2,998 | $142.0K | 0.00% | +1,098+57.8% | Added |
| Brown Brothers Harriman & Co | 3,100 | $147.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $147.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $148.0K | 0.10% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,207 | $153.0K | 0.00% | 00.0% | Unchanged |