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, Q1 2023
Institutional positions in Bank of Nova Scotia as of Mar 31, 2023. 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
- 405
- −10 vs. Q4 2022
- Shares held
- 533.8M
- −10.3M (−1.9%) vs. Q4 2022
- Total value
- $28.3B
- +$1.47B (+5.5%) vs. Q4 2022
- New holders
- 47
- 137 more added
- Sold out
- 57
- 139 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 1 | $0 | 0.00% | −14,656−100.0% | Reduced |
| Natixis | 1 | $50 | 0.00% | −48,752−100.0% | Reduced |
| DecisionPoint Financial, LLC | 9 | $454 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.01K | 0.00% | −97−82.9% | Reduced |
| IFP Advisors, Inc | 19 | $1.06K | 0.00% | −180−90.5% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $1.26K | 0.00% | +25 | New |
| Archer Investment Corp | 37 | $1.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 51 | $3.00K | 0.00% | −142−73.6% | Reduced |
| Penserra Capital Management LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 62 | $3.12K | 0.00% | −136−68.7% | Reduced |
| Optiver Holding B.V. | 76 | $3.83K | 0.00% | +76 | New |
| Mascoma Wealth Management LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $5.00K | 0.00% | +11+12.9% | Added |
| New England Capital Financial Advisors LLC | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $6.45K | 0.00% | +42+48.8% | Added |
| Newbridge Financial Services Group, Inc. | 138 | $6.95K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 160 | $8.06K | 0.00% | −6−3.6% | Reduced |
| Earnest Partners LLC | 161 | $8.11K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 178 | $8.96K | 0.01% | +178 | New |
| Caldwell Trust Co | 199 | $10.0K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 200 | $10.1K | 0.00% | −100−33.3% | Reduced |
| Hallmark Capital Management Inc | 202 | $10.2K | 0.00% | −150−42.6% | Reduced |
| Clearview Wealth Advisors LLC | 212 | $10.7K | 0.01% | +212 | New |
| Syverson Strege & Co | 215 | $10.8K | 0.00% | +215 | New |
| Retirement Group, LLC | 211 | $11.0K | 0.01% | +65+44.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 268 | $13.5K | 0.00% | +181+208.0% | Added |
| Allworth Financial LP | 270 | $13.6K | 0.00% | +30+12.5% | Added |
| Front Row Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 304 | $15.3K | 0.00% | +146+92.4% | Added |
| Trust Co of Vermont | 310 | $15.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 331 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 366 | $18.4K | 0.00% | +20+5.8% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 390 | $20.0K | 0.00% | +6+1.6% | Added |
| Ronald Blue Trust, Inc. | 422 | $20.0K | 0.00% | +93+28.3% | Added |
| Armstrong Advisory Group, Inc | 400 | $20.1K | 0.00% | +400 | New |
| Banque Cantonale Vaudoise | 420 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 421 | $21.2K | 0.00% | −28−6.2% | Reduced |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | +314+167.9% | Added |
| Central Trust Co | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 542 | $27.0K | 0.00% | +500+1,190.5% | Added |
| Farther Finance Advisors, LLC | 555 | $27.9K | 0.01% | +555 | New |
| Lipe & Dalton | 575 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 593 | $30.0K | 0.00% | −7,026−92.2% | Reduced |
| HBC Financial Services, PLLC | 600 | $30.0K | 0.02% | +600 | New |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $31.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $31.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $32.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $32.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $35.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $37.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $37.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 836 | $42.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 850 | $42.8K | 0.00% | −51−5.7% | Reduced |
| BDO Wealth Advisors, LLC | 903 | $45.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 909 | $45.8K | 0.00% | +374+69.9% | Added |
| Glassman Wealth Services | 911 | $45.9K | 0.01% | +47+5.4% | Added |
| GWM Advisors LLC | 946 | $47.6K | 0.00% | +196+26.1% | Added |
| Whittier Trust Co | 1,000 | $50.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,126 | $56.7K | 0.00% | −308,027−99.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,137 | $57.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,162 | $58.5K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,184 | $59.6K | 0.00% | +12+1.0% | Added |
| Lindbrook Capital, LLC | 1,190 | $59.9K | 0.01% | −232−16.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,212 | $61.0K | 0.01% | +2+0.2% | Added |
| Accel Wealth Management | 1,335 | $67.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,377 | $69.0K | 0.00% | +828+150.8% | Added |
| Global Retirement Partners, LLC | 1,545 | $75.0K | 0.00% | −217−12.3% | Reduced |
| Hexagon Capital Partners LLC | 1,650 | $83.1K | 0.02% | +437+36.0% | Added |
| Delta Asset Management LLC | 1,715 | $86.4K | 0.01% | +225+15.1% | Added |
| M&R Capital Management Inc | 1,840 | $92.7K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,843 | $92.8K | 0.01% | +1,704+1,225.9% | Added |
| Fifth Third Bancorp | 1,854 | $93.4K | 0.00% | +30+1.6% | Added |
| Harbour Investments, Inc. | 2,101 | $105.8K | 0.01% | −14−0.7% | Reduced |
| Geneos Wealth Management Inc. | 2,243 | $113.0K | 0.01% | −6,318−73.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,281 | $114.9K | 0.01% | +2,146+1,589.6% | Added |
| Farmers & Merchants Investments Inc | 2,385 | $120.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,536 | $127.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,544 | $128.1K | 0.07% | +15+0.6% | Added |
| Achmea Investment Management B.V. | 2,562 | $129.0K | 0.00% | −163,567−98.5% | Reduced |
| JCIC Asset Management Inc. | 2,570 | $129.4K | 0.06% | −30−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,675 | $134.7K | 0.00% | −317−10.6% | Reduced |
| Parallel Advisors, LLC | 2,869 | $144.5K | 0.00% | +258+9.9% | Added |
| ING Groep NV | 2,895 | $145.8K | 0.00% | +2,895 | New |
| Credit Agricole S A | 3,091 | $155.7K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 3,300 | $166.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,440 | $173.2K | 0.00% | +340+11.0% | Added |
| Quadrant Capital Group LLC | 3,476 | $175.1K | 0.02% | +372+12.0% | Added |
| Investors Research Corp | 3,500 | $176.3K | 0.05% | 00.0% | Unchanged |