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, Q4 2022
Institutional positions in Bank of Nova Scotia as of Dec 31, 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
- 418
- +11 vs. Q3 2022
- Shares held
- 544.4M
- −15.4M (−2.7%) vs. Q3 2022
- Total value
- $26.8B
- −$36.8M (−0.1%) vs. Q3 2022
- New holders
- 53
- 120 more added
- Sold out
- 42
- 171 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 9 | $441 | 0.00% | +9 | New |
| Gyon Technologies Capital Management, LP | 13 | $637 | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 20 | $980 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $1.81K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50 | $2.00K | 0.00% | −100−66.7% | Reduced |
| Endurance Wealth Management, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 45 | $2.00K | 0.00% | +45 | New |
| PFG Private Wealth Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 64 | $3.00K | 0.00% | +64 | New |
| Money Concepts Capital Corp | 77 | $3.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $4.00K | 0.00% | +38+80.9% | Added |
| Bell Investment Advisors, Inc | 86 | $4.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $4.26K | 0.00% | +20+29.9% | Added |
| Coppell Advisory Solutions LLC | 89 | $4.36K | 0.00% | +89 | New |
| Coppell Advisory Solutions Corp. | 89 | $4.36K | 0.00% | +89 | New |
| Advisory Services Network, LLC | 94 | $4.60K | 0.00% | +94 | New |
| Financial Perspectives, Inc | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.90K | 0.00% | +10+11.1% | Added |
| 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 |
| New England Capital Financial Advisors LLC | 100 | $5.17K | 0.00% | +100 | New |
| Schubert & Co | 117 | $5.73K | 0.01% | −27−18.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135 | $6.61K | 0.00% | +45+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 138 | $6.76K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 139 | $6.81K | 0.00% | +139 | New |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 144 | $7.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 158 | $7.74K | 0.00% | +158 | New |
| Jones Financial Companies LLLP | 159 | $8.00K | 0.00% | +159 | New |
| Exchange Traded Concepts, LLC | 166 | $8.13K | 0.00% | −94−36.2% | Reduced |
| Harvest Fund Management Co., Ltd | 193 | $9.00K | 0.00% | −245−55.9% | Reduced |
| Coston, McIsaac & Partners | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 198 | $9.70K | 0.00% | −77−28.0% | Reduced |
| Caldwell Trust Co | 199 | $9.75K | 0.00% | +6+3.1% | Added |
| Huntington National Bank | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $10.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 199 | $11.0K | 0.00% | +2+1.0% | Added |
| Allworth Financial LP | 240 | $11.8K | 0.00% | −2−0.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $12.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 265 | $13.3K | 0.00% | +265 | New |
| New Hampshire Trust | 300 | $14.7K | 0.00% | +300 | New |
| Stephens Inc | 15,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 310 | $15.2K | 0.00% | −300−49.2% | Reduced |
| Ronald Blue Trust, Inc. | 329 | $16.0K | 0.00% | −354−51.8% | Reduced |
| Asset Dedication, LLC | 331 | $16.0K | 0.00% | −330−49.9% | Reduced |
| BerganKDV Wealth Management, LLC | 346 | $16.9K | 0.00% | +62+21.8% | Added |
| Hallmark Capital Management Inc | 352 | $17.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 384 | $19.0K | 0.00% | +6+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 396 | $19.4K | 0.00% | +396 | New |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 449 | $22.0K | 0.00% | −22−4.7% | Reduced |
| Central Trust Co | 500 | $24.5K | 0.00% | −400−44.4% | Reduced |
| North Star Investment Management Corp. | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 535 | $26.0K | 0.00% | +402+302.3% | Added |
| One Wealth Advisors, LLC | 538 | $26.4K | 0.01% | +538 | New |
| CWM, LLC | 549 | $27.0K | 0.00% | +133+32.0% | Added |
| Lipe & Dalton | 575 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $30.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $30.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $32.0K | 0.01% | −200−23.5% | Reduced |
| Spire Wealth Management | 650 | $32.0K | 0.00% | −7−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 700 | $34.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $36.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $36.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 750 | $36.7K | 0.00% | +750 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $39.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 836 | $40.9K | 0.00% | −9−1.1% | Reduced |
| Glassman Wealth Services | 864 | $42.3K | 0.01% | +398+85.4% | Added |
| Kempen Capital Management N.V. | 474 | $42.6K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 900 | $43.4K | 0.01% | −12,790−93.4% | Reduced |
| AdvisorNet Financial, Inc | 901 | $44.1K | 0.00% | −8−0.9% | Reduced |
| BDO Wealth Advisors, LLC | 903 | $44.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $55.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,162 | $57.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,210 | $59.3K | 0.01% | +462+61.8% | Added |
| Hexagon Capital Partners LLC | 1,213 | $59.4K | 0.02% | −54−4.3% | Reduced |
| Register Financial Advisors LLC | 1,324 | $64.9K | 0.04% | +1,324 | New |
| Accel Wealth Management | 1,335 | $65.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,422 | $69.7K | 0.01% | −55−3.7% | Reduced |
| Delta Asset Management LLC | 1,490 | $73.0K | 0.01% | +1,490 | New |
| Mondrian Investment Partners LTD | 1,172 | $78.0K | 0.00% | +1,172 | New |
| Global Retirement Partners, LLC | 1,762 | $86.3K | 0.01% | +1,326+304.1% | Added |
| Fifth Third Bancorp | 1,824 | $89.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,840 | $90.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,115 | $103.6K | 0.01% | +195+10.2% | Added |
| Farmers & Merchants Investments Inc | 2,385 | $116.8K | 0.00% | +385+19.3% | Added |
| Addison Advisors LLC | 2,529 | $123.9K | 0.07% | +871+52.5% | Added |
| Tobam | 2,536 | $125.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2,600 | $127.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,611 | $127.9K | 0.01% | −1,297−33.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,992 | $146.6K | 0.00% | −6−0.2% | Reduced |
| Credit Agricole S A | 3,091 | $151.4K | 0.01% | 00.0% | Unchanged |