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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 17,023 | $833.8K | 0.05% | −63−0.4% | Reduced |
| Vident Investment Advisory, LLC | 16,966 | $831.2K | 0.03% | +1,759+11.6% | Added |
| Janney Montgomery Scott LLC | 16,768 | $821.0K | 0.00% | +5,026+42.8% | Added |
| Pinnacle Associates Ltd | 15,950 | $781.2K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,582 | $763.5K | 0.00% | −559−3.5% | Reduced |
| AE Wealth Management LLC | 15,576 | $762.9K | 0.01% | +8,967+135.7% | Added |
| Ravenstone Capital Management Inc. | 15,506 | $759.9K | 0.62% | +449+3.0% | Added |
| CI Private Wealth, LLC | 15,327 | $756.4K | 0.00% | +15,327 | New |
| Rockefeller Capital Management L.P. | 15,263 | $747.0K | 0.00% | −1,744−10.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,192 | $742.9K | 0.06% | +4,647+71.0% | Added |
| Bogart Wealth, LLC | 14,932 | $731.4K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 14,657 | $718.0K | 0.03% | −19,087−56.6% | Reduced |
| Bessemer Group Inc | 14,519 | $712.0K | 0.00% | −386−2.6% | Reduced |
| Squarepoint Ops LLC | 14,127 | $691.9K | 0.01% | −25,843−64.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,077 | $689.5K | 0.16% | −70,859−83.4% | Reduced |
| Texas Yale Capital Corp. | 13,775 | $674.7K | 0.04% | −1,025−6.9% | Reduced |
| First Republic Investment Management, Inc. | 13,733 | $672.6K | 0.00% | −785−5.4% | Reduced |
| Exencial Wealth Advisors, LLC | 13,359 | $654.3K | 0.04% | +94+0.7% | Added |
| The PNC Financial Services Group, Inc. | 12,855 | $629.6K | 0.00% | +2,440+23.4% | Added |
| Signaturefd, LLC | 12,740 | $624.0K | 0.02% | +1,609+14.5% | Added |
| Balentine LLC | 12,522 | $613.3K | 0.02% | +12,522 | New |
| Forum Financial Management, LP | 12,516 | $613.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,431 | $609.0K | 0.05% | +12,431 | New |
| Hennion & Walsh Asset Management, Inc. | 12,235 | $599.0K | 0.04% | −468−3.7% | Reduced |
| Guggenheim Capital LLC | 11,969 | $586.2K | 0.01% | −2,248−15.8% | Reduced |
| Petrus Trust Company, LTA | 11,696 | $572.9K | 0.07% | +5,068+76.5% | Added |
| Truist Financial Corp | 11,218 | $549.4K | 0.00% | −330−2.9% | Reduced |
| Horizon Investments, LLC | 11,367 | $548.0K | 0.02% | −1,587−12.3% | Reduced |
| Power Corp of Canada | 10,866 | $531.8K | 0.10% | +166+1.6% | Added |
| Todd Asset Management LLC | 10,819 | $529.9K | 0.01% | −7,844−42.0% | Reduced |
| Gulf International Bank (UK) Ltd | 10,719 | $524.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,619 | $520.0K | 0.07% | −10,470−49.6% | Reduced |
| Merit Financial Group, LLC | 10,564 | $517.4K | 0.02% | +99+0.9% | Added |
| Silvercrest Asset Management Group LLC | 10,526 | $515.6K | 0.00% | +10,526 | New |
| Bridgefront Capital, LLC | 10,503 | $514.4K | 0.36% | +10,503 | New |
| Qtron Investments LLC | 10,295 | $504.1K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 10,223 | $500.7K | 0.02% | +2,183+27.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,123 | $495.6K | 0.03% | −14,598−59.1% | Reduced |
| Vise Technologies, Inc. | 10,037 | $491.6K | 0.15% | +760+8.2% | Added |
| Arrowstreet Capital, Limited Partnership | 10,024 | $491.0K | 0.00% | −310,426−96.9% | Reduced |
| Polar Asset Management Partners Inc. | 10,000 | $489.4K | 0.01% | +10,000 | New |
| Cetera Advisors LLC | 9,675 | $473.9K | 0.01% | −10,201−51.3% | Reduced |
| Ieq Capital, LLC | 9,663 | $473.3K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,370 | $458.9K | 0.03% | −9,749−51.0% | Reduced |
| First National Trust Co | 9,351 | $458.0K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 9,317 | $456.3K | 0.28% | +6+0.1% | Added |
| Veriti Management LLC | 9,301 | $455.6K | 0.06% | −1,603−14.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,280 | $454.5K | 0.23% | +425+4.8% | Added |
| Vontobel Holding Ltd. | 9,364 | $452.6K | 0.00% | −925−9.0% | Reduced |
| XTX Topco Ltd | 9,142 | $447.8K | 0.10% | −12,120−57.0% | Reduced |
| Pacer Advisors, Inc. | 8,933 | $437.5K | 0.00% | +8,933 | New |
| Geneos Wealth Management Inc. | 8,561 | $419.3K | 0.03% | +1,326+18.3% | Added |
| Blair William & Co | 8,169 | $400.1K | 0.00% | +46+0.6% | Added |
| Sequoia Financial Advisors, LLC | 7,946 | $389.2K | 0.01% | +7,946 | New |
| John G Ullman & Associates Inc | 7,900 | $387.0K | 0.06% | +7,900 | New |
| Glenmede Trust Co NA | 7,857 | $384.8K | 0.00% | −899−10.3% | Reduced |
| Envestnet Asset Management Inc | 7,845 | $384.3K | 0.00% | −14,203−64.4% | Reduced |
| Equitable Holdings, Inc. | 7,793 | $381.7K | 0.01% | +7,793 | New |
| Bluefin Capital Management, LLC | 7,700 | $377.1K | 0.07% | +7,700 | New |
| Ridgewood Investments LLC | 7,657 | $375.0K | 0.27% | +7,657 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $374.7K | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,619 | $373.0K | 0.02% | −10,311−57.5% | Reduced |
| Captrust Financial Advisors | 7,537 | $369.2K | 0.00% | −817−9.8% | Reduced |
| Ontario Teachers Pension Plan Board | 7,529 | $369.1K | 0.00% | −4,636−38.1% | Reduced |
| Evergreen Capital Management LLC | 7,264 | $355.8K | 0.02% | +557+8.3% | Added |
| Cohen Investment Advisors LLC | 7,078 | $346.7K | 0.29% | +546+8.4% | Added |
| 1620 Investment Advisors, Inc. | 7,043 | $345.0K | 0.42% | +688+10.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,832 | $334.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,800 | $333.1K | 0.03% | −8,000−54.1% | Reduced |
| First Heartland Consultants, Inc. | 6,783 | $332.2K | 0.05% | +1,411+26.3% | Added |
| Financial Advisory Service, Inc. | 6,657 | $326.1K | 0.04% | −699−9.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 6,584 | $322.5K | 0.13% | −6,410−49.3% | Reduced |
| Naples Global Advisors, LLC | 6,445 | $315.7K | 0.04% | +455+7.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,406 | $313.8K | 0.06% | +6,406 | New |
| Moors & Cabot, Inc. | 6,235 | $305.4K | 0.02% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,230 | $305.0K | 0.04% | +6,230 | New |
| Hemenway Trust Co LLC | 6,210 | $304.2K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,112 | $299.4K | 0.01% | −2,340−27.7% | Reduced |
| Forbes J M & Co LLP | 6,000 | $293.0K | 0.04% | 00.0% | Unchanged |
| Sara-Bay Financial | 5,838 | $286.0K | 0.16% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,738 | $282.1K | 0.00% | +5,738 | New |
| Kavar Capital Partners Group, LLC | 5,750 | $281.6K | 0.06% | −1,100−16.1% | Reduced |
| Wedbush Securities Inc | 5,745 | $281.0K | 0.02% | +700+13.9% | Added |
| West Family Investments, Inc. | 5,667 | $277.6K | 0.09% | −457−7.5% | Reduced |
| Pathstone Family Office, LLC | 10,122 | $274.3K | 0.01% | +5,148+103.5% | Added |
| Clarius Group, LLC | 5,520 | $270.0K | 0.02% | +5,520 | New |
| Running Point Capital Advisors, LLC | 5,416 | $265.3K | 0.16% | −61−1.1% | Reduced |
| Marathon Capital Management | 5,400 | $264.5K | 0.07% | −800−12.9% | Reduced |
| JJJ Advisors Inc. | 4,978 | $255.8K | 0.07% | −682−12.0% | Reduced |
| HB Wealth Management, LLC | 5,113 | $250.4K | 0.00% | +5,113 | New |
| Cetera Advisor Networks LLC | 5,072 | $248.4K | 0.00% | −915−15.3% | Reduced |
| Quilter Plc | 5,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,929 | $241.4K | 0.04% | +4,929 | New |
| Prospera Financial Services Inc | 4,917 | $240.8K | 0.01% | +4,917 | New |
| Nwam LLC | 4,915 | $240.8K | 0.02% | +91+1.9% | Added |
| Old North State Trust, LLC | 4,872 | $239.0K | 0.16% | 00.0% | Unchanged |
| Applied Capital LLC | 4,875 | $238.8K | 0.24% | +4,875 | New |
| Five Oceans Advisors | 4,814 | $235.8K | 0.16% | −3−0.1% | Reduced |
| Cetera Investment Advisers | 4,785 | $234.4K | 0.00% | −6,469−57.5% | Reduced |
| Proequities, Inc. | 4,780 | $234.1K | 0.02% | −827−14.7% | Reduced |