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 |
|---|---|---|---|---|---|
| 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 |
| Capital Investment Advisors, LLC | 4,725 | $225.0K | 0.01% | +3+0.1% | Added |
| ExodusPoint Capital Management, LP | 4,708 | $224.0K | 0.00% | +11+0.2% | Added |
| Cerity Partners LLC | 4,671 | $223.0K | 0.00% | +548+13.3% | Added |
| Americana Partners, LLC | 4,654 | $221.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Wealthsimple Inc. | 2,261 | $205.0K | 0.01% | +2,261 | New |
| Alan B. Lancz & Associates, Inc. | 4,100 | $195.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 3,908 | $186.0K | 0.01% | +160+4.3% | Added |
| Investors Research Corp | 3,500 | $166.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 14,857 | $162.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,300 | $157.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,207 | $153.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $148.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 2,998 | $142.0K | 0.00% | +1,098+57.8% | Added |
| JCIC Asset Management Inc. | 2,600 | $126.0K | 0.06% | +2,600 | New |
| LSV Asset Management | 2,600 | $124.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,536 | $121.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,920 | $114.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,209 | $105.0K | 0.01% | +2,209 | New |
| Farmers & Merchants Investments Inc | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Addison Advisors LLC | 1,658 | $79.0K | 0.05% | +1,633+6,532.0% | Added |
| Lindbrook Capital, LLC | 1,477 | $70.0K | 0.01% | −72−4.6% | Reduced |
| Accel Wealth Management | 1,335 | $66.0K | 0.04% | +1,335 | New |
| Hexagon Capital Partners LLC | 1,267 | $60.0K | 0.02% | +706+125.8% | Added |
| Umb Bank N A | 1,162 | $56.0K | 0.00% | −6−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,137 | $54.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Clearstead Advisors, LLC | 750 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 748 | $36.0K | 0.01% | +117+18.5% | Added |
| Pinnacle Bancorp, Inc. | 735 | $35.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $33.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 661 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 657 | $31.0K | 0.00% | +7+1.1% | Added |
| HM Payson & Co | 630 | $30.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 623 | $28.0K | 0.00% | +623 | New |
| Lipe & Dalton | 575 | $27.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $25.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 500 | $23.8K | 0.00% | −1,040−67.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Knott David M Jr | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hallmark Capital Management Inc | 352 | $17.0K | 0.00% | +352 | 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 |
| First Personal Financial Services | 275 | $13.0K | 0.00% | +275 | 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 |
| 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 |
| Huntington National Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $10.0K | 0.00% | +200 | New |
| Caldwell Trust Co | 193 | $9.18K | 0.00% | −100−34.1% | Reduced |
| Coston, McIsaac & Partners | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 133 | $6.00K | 0.00% | −165−55.4% | Reduced |
| 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 |
| Financial Perspectives, Inc | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |