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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 3,300 | $157.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 14,857 | $162.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $166.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,908 | $186.0K | 0.01% | +160+4.3% | Added |
| Quadrant Capital Group LLC | 3,989 | $190.0K | 0.03% | −1,511−27.5% | Reduced |
| First Manhattan Co | 4,000 | $190.0K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,100 | $195.0K | 0.23% | 00.0% | Unchanged |
| Wealthsimple Inc. | 2,261 | $205.0K | 0.01% | +2,261 | New |
| TCWP LLC | 4,423 | $210.0K | 0.04% | +200+4.7% | Added |
| Sigma Planning Corp | 4,416 | $210.0K | 0.01% | +312+7.6% | Added |
| Americana Partners, LLC | 4,654 | $221.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,671 | $223.0K | 0.00% | +548+13.3% | Added |
| ExodusPoint Capital Management, LP | 4,708 | $224.0K | 0.00% | +11+0.2% | Added |
| Capital Investment Advisors, LLC | 4,725 | $225.0K | 0.01% | +3+0.1% | Added |
| Nwam LLC | 4,824 | $229.0K | 0.02% | −124−2.5% | Reduced |
| Five Oceans Advisors | 4,817 | $229.0K | 0.18% | +1,132+30.7% | Added |
| Old North State Trust, LLC | 4,872 | $232.0K | 0.20% | +4,867+97,340.0% | Added |
| Quilter Plc | 5,000 | $238.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,025 | $239.0K | 0.03% | −200−3.8% | Reduced |
| Wedbush Securities Inc | 5,045 | $240.0K | 0.01% | +746+17.4% | Added |
| Pathstone Family Office, LLC | 4,974 | $242.0K | 0.00% | +459+10.2% | Added |
| NuWave Investment Management, LLC | 5,121 | $244.0K | 0.28% | +419+8.9% | Added |
| Corient Capital Partners, LLC | 4,197 | $249.0K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,372 | $255.0K | 0.04% | +5,372 | New |
| Running Point Capital Advisors, LLC | 5,477 | $261.0K | 0.17% | −21−0.4% | Reduced |
| JJJ Advisors Inc. | 5,660 | $266.0K | 0.09% | −693−10.9% | Reduced |
| Proequities, Inc. | 5,607 | $267.0K | 0.03% | +1,285+29.7% | Added |
| Sara-Bay Financial | 5,838 | $278.0K | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,987 | $285.0K | 0.00% | −287−4.6% | Reduced |
| Forbes J M & Co LLP | 6,000 | $285.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,990 | $285.0K | 0.04% | +895+17.6% | Added |
| West Family Investments, Inc. | 6,124 | $291.0K | 0.12% | +6,124 | New |
| Marathon Capital Management | 6,200 | $295.0K | 0.08% | −475−7.1% | Reduced |
| Hemenway Trust Co LLC | 6,210 | $295.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,235 | $297.0K | 0.02% | −150−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 6,355 | $302.0K | 0.45% | −2,668−29.6% | Reduced |
| Quantbot Technologies LP | 6,514 | $309.0K | 0.02% | +6,514 | New |
| Cohen Investment Advisors LLC | 6,532 | $311.0K | 0.29% | +122+1.9% | Added |
| AE Wealth Management LLC | 6,609 | $314.0K | 0.00% | +688+11.6% | Added |
| Engineers Gate Manager LP | 6,614 | $315.0K | 0.02% | −14,657−68.9% | Reduced |
| Petrus Trust Company, LTA | 6,628 | $315.0K | 0.04% | +6,628 | New |
| Evergreen Capital Management LLC | 6,707 | $319.0K | 0.02% | −1,152−14.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,832 | $324.0K | 0.00% | −1,068−13.5% | Reduced |
| Kavar Capital Partners Group, LLC | 6,850 | $326.0K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,991 | $332.0K | 0.04% | −1,000−12.5% | Reduced |
| Geneos Wealth Management Inc. | 7,235 | $344.0K | 0.02% | +139+2.0% | Added |
| Checchi Capital Advisers, LLC | 7,308 | $348.0K | 0.04% | +375+5.4% | Added |
| Financial Advisory Service, Inc. | 7,356 | $350.0K | 0.04% | +10.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $364.0K | 0.14% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 7,956 | $378.0K | 0.07% | +7,956 | New |
| JustInvest LLC | 8,040 | $382.0K | 0.02% | −2,139−21.0% | Reduced |
| Blair William & Co | 8,123 | $386.0K | 0.00% | +1,443+21.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,144 | $387.0K | 0.17% | +8,144 | New |
| Captrust Financial Advisors | 8,354 | $397.0K | 0.00% | −132−1.6% | Reduced |
| Brinker Capital Investments, LLC | 8,452 | $402.0K | 0.01% | −1,130−11.8% | Reduced |
| Glenmede Trust Co NA | 8,756 | $415.0K | 0.00% | +15+0.2% | Added |
| J. W. Coons Advisors, LLC | 8,725 | $415.0K | 0.16% | +475+5.8% | Added |
| Total Clarity Wealth Management, Inc. | 8,855 | $421.0K | 0.26% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 8,916 | $424.0K | 0.11% | −380−4.1% | Reduced |
| Vise Technologies, Inc. | 9,277 | $441.0K | 0.17% | +2,146+30.1% | Added |
| Silverlake Wealth Management LLC | 9,311 | $442.9K | 0.30% | +886+10.5% | Added |
| First National Trust Co | 9,351 | $445.0K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,387 | $447.0K | 0.00% | −20.0% | Reduced |
| Ieq Capital, LLC | 9,663 | $460.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,669 | $460.0K | 0.12% | +2,618+37.1% | Added |
| Bluestein R H & Co | 10,000 | $476.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,241 | $488.0K | 0.01% | +424+4.3% | Added |
| Vontobel Holding Ltd. | 10,289 | $489.0K | 0.01% | +3,280+46.8% | Added |
| MQS Management LLC | 10,295 | $490.0K | 0.32% | +10,295 | New |
| Qtron Investments LLC | 10,295 | $492.0K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,415 | $495.0K | 0.00% | +1,691+19.4% | Added |
| Merit Financial Group, LLC | 10,465 | $498.0K | 0.02% | +327+3.2% | Added |
| Power Corp of Canada | 10,700 | $508.0K | 0.08% | +10,700 | New |
| Gulf International Bank (UK) Ltd | 10,719 | $509.0K | 0.01% | −4,954−31.6% | Reduced |
| Veriti Management LLC | 10,904 | $519.0K | 0.08% | +767+7.6% | Added |
| SG Americas Securities, LLC | 10,924 | $520.0K | 0.01% | +2,866+35.6% | Added |
| Signaturefd, LLC | 11,131 | $530.0K | 0.02% | −441−3.8% | Reduced |
| Truist Financial Corp | 11,548 | $549.0K | 0.00% | +94+0.8% | Added |
| Janney Montgomery Scott LLC | 11,742 | $559.0K | 0.00% | +11,742 | New |
| Creative Planning | 12,137 | $577.0K | 0.00% | +1,815+17.6% | Added |
| Ontario Teachers Pension Plan Board | 12,165 | $578.0K | 0.01% | +4,334+55.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,545 | $590.0K | 0.05% | −2,630−28.7% | Reduced |
| Forum Financial Management, LP | 12,516 | $595.0K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,512 | $595.0K | 0.16% | +415+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,703 | $604.0K | 0.04% | +190+1.5% | Added |
| Horizon Investments, LLC | 12,954 | $607.0K | 0.02% | +12,954 | New |
| Proquility Private Wealth Partners, LLC | 12,994 | $618.0K | 0.28% | +1,709+15.1% | Added |
| Exencial Wealth Advisors, LLC | 13,265 | $631.0K | 0.04% | +377+2.9% | Added |
| Cornerstone Wealth Management, LLC | 13,860 | $659.0K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,191 | $675.0K | 0.01% | −192−1.3% | Reduced |
| Guggenheim Capital LLC | 14,217 | $676.0K | 0.01% | +568+4.2% | Added |
| First Republic Investment Management, Inc. | 14,518 | $691.0K | 0.00% | −209−1.4% | Reduced |
| Vident Investment Advisory, LLC | 15,207 | $702.0K | 0.02% | +3,751+32.7% | Added |
| Texas Yale Capital Corp. | 14,800 | $704.0K | 0.05% | −1,550−9.5% | Reduced |
| Baldwin Brothers Inc | 14,800 | $704.0K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14,932 | $710.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 14,905 | $713.0K | 0.00% | +51+0.3% | Added |
| Ravenstone Capital Management Inc. | 15,057 | $721.9K | 0.63% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,351 | $730.0K | 0.01% | −4,422−22.4% | Reduced |
| Quadrature Capital Ltd | 15,700 | $754.0K | 0.02% | +15,700 | New |