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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 3,100 | $151.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,104 | $152.0K | 0.02% | −885−22.2% | Reduced |
| Compagnie Lombard Odier SCmA | 3,207 | $157.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,219 | $157.7K | 0.12% | +117+3.8% | Added |
| LSV Asset Management | 3,300 | $162.0K | 0.00% | +700+26.9% | Added |
| Clear Street Markets LLC | 3,348 | $164.0K | 0.03% | +2,848+569.6% | Added |
| Investors Research Corp | 3,500 | $171.4K | 0.05% | 00.0% | Unchanged |
| Leuthold Group, LLC | 4,192 | $205.3K | 0.03% | +4,192 | New |
| First Manhattan Co | 4,204 | $205.9K | 0.00% | +204+5.1% | Added |
| Tompkins Financial Corp | 4,300 | $211.0K | 0.03% | +1,000+30.3% | Added |
| Alan B. Lancz & Associates, Inc. | 4,100 | $211.8K | 0.21% | 00.0% | Unchanged |
| Prudential PLC | 4,351 | $213.2K | 0.00% | +4,351 | New |
| Laurel Wealth Advisors, Inc. | 4,445 | $218.0K | 0.02% | −580−11.5% | Reduced |
| Ballentine Partners, LLC | 4,549 | $222.8K | 0.01% | +4,549 | New |
| Capital Investment Advisors, LLC | 4,578 | $224.0K | 0.01% | −147−3.1% | Reduced |
| Americana Partners, LLC | 4,623 | $226.4K | 0.04% | −31−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,630 | $226.8K | 0.02% | −2,678−36.6% | Reduced |
| Bayesian Capital Management, LP | 4,700 | $230.2K | 0.03% | +4,700 | New |
| Proequities, Inc. | 4,780 | $234.1K | 0.02% | −827−14.7% | Reduced |
| Cetera Investment Advisers | 4,785 | $234.4K | 0.00% | −6,469−57.5% | Reduced |
| Five Oceans Advisors | 4,814 | $235.8K | 0.16% | −3−0.1% | Reduced |
| Applied Capital LLC | 4,875 | $238.8K | 0.24% | +4,875 | New |
| Old North State Trust, LLC | 4,872 | $239.0K | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 4,915 | $240.8K | 0.02% | +91+1.9% | Added |
| Prospera Financial Services Inc | 4,917 | $240.8K | 0.01% | +4,917 | New |
| Magnus Financial Group LLC | 4,929 | $241.4K | 0.04% | +4,929 | New |
| Quilter Plc | 5,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,072 | $248.4K | 0.00% | −915−15.3% | Reduced |
| HB Wealth Management, LLC | 5,113 | $250.4K | 0.00% | +5,113 | New |
| JJJ Advisors Inc. | 4,978 | $255.8K | 0.07% | −682−12.0% | Reduced |
| Marathon Capital Management | 5,400 | $264.5K | 0.07% | −800−12.9% | Reduced |
| Running Point Capital Advisors, LLC | 5,416 | $265.3K | 0.16% | −61−1.1% | Reduced |
| Clarius Group, LLC | 5,520 | $270.0K | 0.02% | +5,520 | New |
| Pathstone Family Office, LLC | 10,122 | $274.3K | 0.01% | +5,148+103.5% | Added |
| West Family Investments, Inc. | 5,667 | $277.6K | 0.09% | −457−7.5% | Reduced |
| Wedbush Securities Inc | 5,745 | $281.0K | 0.02% | +700+13.9% | Added |
| Kavar Capital Partners Group, LLC | 5,750 | $281.6K | 0.06% | −1,100−16.1% | Reduced |
| Swiss Life Asset Management Ltd | 5,738 | $282.1K | 0.00% | +5,738 | New |
| Sara-Bay Financial | 5,838 | $286.0K | 0.16% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,000 | $293.0K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,112 | $299.4K | 0.01% | −2,340−27.7% | Reduced |
| Hemenway Trust Co LLC | 6,210 | $304.2K | 0.03% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,230 | $305.0K | 0.04% | +6,230 | New |
| Moors & Cabot, Inc. | 6,235 | $305.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,406 | $313.8K | 0.06% | +6,406 | New |
| Naples Global Advisors, LLC | 6,445 | $315.7K | 0.04% | +455+7.6% | Added |
| Proquility Private Wealth Partners, LLC | 6,584 | $322.5K | 0.13% | −6,410−49.3% | Reduced |
| Financial Advisory Service, Inc. | 6,657 | $326.1K | 0.04% | −699−9.5% | Reduced |
| First Heartland Consultants, Inc. | 6,783 | $332.2K | 0.05% | +1,411+26.3% | Added |
| Baldwin Brothers Inc | 6,800 | $333.1K | 0.03% | −8,000−54.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,832 | $334.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,043 | $345.0K | 0.42% | +688+10.8% | Added |
| Cohen Investment Advisors LLC | 7,078 | $346.7K | 0.29% | +546+8.4% | Added |
| Evergreen Capital Management LLC | 7,264 | $355.8K | 0.02% | +557+8.3% | Added |
| Ontario Teachers Pension Plan Board | 7,529 | $369.1K | 0.00% | −4,636−38.1% | Reduced |
| Captrust Financial Advisors | 7,537 | $369.2K | 0.00% | −817−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,619 | $373.0K | 0.02% | −10,311−57.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $374.7K | 0.13% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,657 | $375.0K | 0.27% | +7,657 | New |
| Bluefin Capital Management, LLC | 7,700 | $377.1K | 0.07% | +7,700 | New |
| Equitable Holdings, Inc. | 7,793 | $381.7K | 0.01% | +7,793 | New |
| Envestnet Asset Management Inc | 7,845 | $384.3K | 0.00% | −14,203−64.4% | Reduced |
| Glenmede Trust Co NA | 7,857 | $384.8K | 0.00% | −899−10.3% | Reduced |
| John G Ullman & Associates Inc | 7,900 | $387.0K | 0.06% | +7,900 | New |
| Sequoia Financial Advisors, LLC | 7,946 | $389.2K | 0.01% | +7,946 | New |
| Blair William & Co | 8,169 | $400.1K | 0.00% | +46+0.6% | Added |
| Geneos Wealth Management Inc. | 8,561 | $419.3K | 0.03% | +1,326+18.3% | Added |
| Pacer Advisors, Inc. | 8,933 | $437.5K | 0.00% | +8,933 | New |
| XTX Topco Ltd | 9,142 | $447.8K | 0.10% | −12,120−57.0% | Reduced |
| Vontobel Holding Ltd. | 9,364 | $452.6K | 0.00% | −925−9.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,280 | $454.5K | 0.23% | +425+4.8% | Added |
| Veriti Management LLC | 9,301 | $455.6K | 0.06% | −1,603−14.7% | Reduced |
| Silverlake Wealth Management LLC | 9,317 | $456.3K | 0.28% | +6+0.1% | Added |
| First National Trust Co | 9,351 | $458.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,370 | $458.9K | 0.03% | −9,749−51.0% | Reduced |
| Ieq Capital, LLC | 9,663 | $473.3K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,675 | $473.9K | 0.01% | −10,201−51.3% | Reduced |
| Polar Asset Management Partners Inc. | 10,000 | $489.4K | 0.01% | +10,000 | New |
| Arrowstreet Capital, Limited Partnership | 10,024 | $491.0K | 0.00% | −310,426−96.9% | Reduced |
| Vise Technologies, Inc. | 10,037 | $491.6K | 0.15% | +760+8.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,123 | $495.6K | 0.03% | −14,598−59.1% | Reduced |
| JustInvest LLC | 10,223 | $500.7K | 0.02% | +2,183+27.2% | Added |
| Qtron Investments LLC | 10,295 | $504.1K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,503 | $514.4K | 0.36% | +10,503 | New |
| Silvercrest Asset Management Group LLC | 10,526 | $515.6K | 0.00% | +10,526 | New |
| Merit Financial Group, LLC | 10,564 | $517.4K | 0.02% | +99+0.9% | Added |
| Virtu Financial LLC | 10,619 | $520.0K | 0.07% | −10,470−49.6% | Reduced |
| Gulf International Bank (UK) Ltd | 10,719 | $524.0K | 0.01% | 00.0% | Unchanged |
| Todd Asset Management LLC | 10,819 | $529.9K | 0.01% | −7,844−42.0% | Reduced |
| Power Corp of Canada | 10,866 | $531.8K | 0.10% | +166+1.6% | Added |
| Horizon Investments, LLC | 11,367 | $548.0K | 0.02% | −1,587−12.3% | Reduced |
| Truist Financial Corp | 11,218 | $549.4K | 0.00% | −330−2.9% | Reduced |
| Petrus Trust Company, LTA | 11,696 | $572.9K | 0.07% | +5,068+76.5% | Added |
| Guggenheim Capital LLC | 11,969 | $586.2K | 0.01% | −2,248−15.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,235 | $599.0K | 0.04% | −468−3.7% | Reduced |
| Quantinno Capital Management LP | 12,431 | $609.0K | 0.05% | +12,431 | New |
| Forum Financial Management, LP | 12,516 | $613.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 12,522 | $613.3K | 0.02% | +12,522 | New |
| Signaturefd, LLC | 12,740 | $624.0K | 0.02% | +1,609+14.5% | Added |
| The PNC Financial Services Group, Inc. | 12,855 | $629.6K | 0.00% | +2,440+23.4% | Added |