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 |
|---|---|---|---|---|---|
| Baskin Financial Services Inc. | 3,973 | $200.0K | 0.02% | −2,257−36.2% | Reduced |
| Enterprise Bank & Trust Co | 3,977 | $200.3K | 0.09% | +3,977 | New |
| Alan B. Lancz & Associates, Inc. | 4,100 | $206.5K | 0.21% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,154 | $209.2K | 0.00% | −3,383−44.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,102 | $211.0K | 0.10% | −117−3.6% | Reduced |
| First Manhattan Co | 4,204 | $211.7K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,233 | $213.2K | 0.02% | +4,233 | New |
| Lincoln National Corp | 4,297 | $216.4K | 0.00% | +4,297 | New |
| Tompkins Financial Corp | 4,300 | $216.5K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,255 | $218.1K | 0.06% | −723−14.5% | Reduced |
| Lee Financial Group Hawaii, Inc. | 4,335 | $218.3K | 0.22% | +4,335 | New |
| Compagnie Lombard Odier SCmA | 4,347 | $218.7K | 0.01% | +1,140+35.5% | Added |
| J. W. Coons Advisors, LLC | 4,405 | $221.8K | 0.06% | +4,405 | New |
| Toroso Investments, LLC | 4,469 | $222.0K | 0.01% | +4,469 | New |
| Wedbush Securities Inc | 4,477 | $225.0K | 0.01% | −1,268−22.1% | Reduced |
| Cutler Group LP | 4,555 | $229.0K | 0.04% | −38,655−89.5% | Reduced |
| Clarius Group, LLC | 4,550 | $229.1K | 0.02% | −970−17.6% | Reduced |
| Capital Investment Advisors, LLC | 4,551 | $229.2K | 0.01% | −27−0.6% | Reduced |
| Cetera Advisor Networks LLC | 4,558 | $229.5K | 0.00% | −514−10.1% | Reduced |
| Ballentine Partners, LLC | 4,596 | $231.5K | 0.01% | +47+1.0% | Added |
| Americana Partners, LLC | 4,623 | $232.8K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,677 | $235.5K | 0.02% | +47+1.0% | Added |
| Emfo, LLC | 4,700 | $236.7K | 0.22% | +4,700 | New |
| Cetera Investment Advisers | 4,724 | $237.9K | 0.00% | −61−1.3% | Reduced |
| Proequities, Inc. | 4,767 | $240.1K | 0.02% | −13−0.3% | Reduced |
| Gotham Asset Management, LLC | 4,772 | $240.3K | 0.01% | +4,772 | New |
| Pathstone Family Office, LLC | 4,507 | $242.2K | 0.00% | −5,615−55.5% | Reduced |
| Five Oceans Advisors | 4,814 | $242.4K | 0.16% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,845 | $244.0K | 0.00% | −3,012−38.3% | Reduced |
| Old North State Trust, LLC | 4,872 | $245.0K | 0.17% | 00.0% | Unchanged |
| Applied Capital LLC | 4,875 | $245.5K | 0.24% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,908 | $247.0K | 0.01% | +4,908 | New |
| Magnus Financial Group LLC | 4,916 | $247.6K | 0.04% | −13−0.3% | Reduced |
| Massachusetts Financial Services Co | 4,962 | $249.9K | 0.00% | −191,202−97.5% | Reduced |
| First Affirmative Financial Network | 5,034 | $253.5K | 0.29% | +5,034 | New |
| Blueprint Investment Partners LLC | 5,328 | $268.3K | 0.06% | +5,328 | New |
| HB Wealth Management, LLC | 5,338 | $268.8K | 0.00% | +225+4.4% | Added |
| Nwam LLC | 5,428 | $273.4K | 0.03% | +513+10.4% | Added |
| Kavar Capital Partners Group, LLC | 5,500 | $277.0K | 0.06% | −250−4.3% | Reduced |
| PDS Planning, Inc | 5,567 | $280.4K | 0.04% | +5,567 | New |
| Y-Intercept (Hong Kong) Ltd | 5,648 | $284.4K | 0.03% | −20,181−78.1% | Reduced |
| Swiss Life Asset Management Ltd | 5,738 | $288.7K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,847 | $294.5K | 0.00% | −3,828−39.6% | Reduced |
| TCWP LLC | 5,886 | $296.4K | 0.06% | +5,886 | New |
| Forbes J M & Co LLP | 6,000 | $302.0K | 0.04% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,175 | $311.0K | 0.03% | −35−0.6% | Reduced |
| Moors & Cabot, Inc. | 6,235 | $314.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 6,334 | $319.0K | 0.01% | +6,334 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,498 | $327.2K | 0.05% | +92+1.4% | Added |
| Naples Global Advisors, LLC | 6,595 | $332.1K | 0.04% | +150+2.3% | Added |
| Financial Advisory Service, Inc. | 6,658 | $335.3K | 0.04% | +10.0% | Added |
| Baldwin Brothers Inc | 6,800 | $342.4K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,832 | $344.1K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,882 | $346.6K | 0.00% | +770+12.6% | Added |
| Orion Portfolio Solutions, LLC | 6,882 | $346.6K | 0.00% | +6,882 | New |
| BNP Paribas Arbitrage, SA | 7,026 | $353.8K | 0.00% | −15,040−68.2% | Reduced |
| Prospera Financial Services Inc | 7,025 | $353.9K | 0.01% | +2,108+42.9% | Added |
| 1620 Investment Advisors, Inc. | 7,162 | $360.7K | 0.43% | +119+1.7% | Added |
| Ritholtz Wealth Management | 7,281 | $366.7K | 0.02% | −2,089−22.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,413 | $373.3K | 0.00% | −17,014−69.7% | Reduced |
| Cohen Investment Advisors LLC | 7,474 | $376.4K | 0.30% | +396+5.6% | Added |
| Ridgewood Investments LLC | 7,492 | $377.3K | 0.23% | −165−2.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $385.3K | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 7,690 | $387.3K | 0.00% | +3,339+76.7% | Added |
| Evergreen Capital Management LLC | 7,698 | $387.7K | 0.02% | +434+6.0% | Added |
| John G Ullman & Associates Inc | 7,900 | $398.0K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 8,409 | $423.5K | 0.26% | −908−9.7% | Reduced |
| Truadvice, LLC | 8,630 | $430.7K | 0.17% | +8,630 | New |
| Sciencast Management LP | 8,903 | $435.1K | 0.58% | +8,903 | New |
| Sequoia Financial Advisors, LLC | 8,878 | $447.1K | 0.01% | +932+11.7% | Added |
| Blair William & Co | 8,996 | $453.0K | 0.00% | +827+10.1% | Added |
| Veriti Management LLC | 9,159 | $461.2K | 0.05% | −142−1.5% | Reduced |
| Pacer Advisors, Inc. | 9,210 | $463.8K | 0.00% | +277+3.1% | Added |
| We Are One Seven, LLC | 9,348 | $470.8K | 0.03% | +9,348 | New |
| First National Trust Co | 9,551 | $481.0K | 0.03% | +200+2.1% | Added |
| Envestnet Asset Management Inc | 9,725 | $489.8K | 0.00% | +1,880+24.0% | Added |
| World Equity Group, Inc. | 5,524 | $490.6K | 0.08% | +5,524 | New |
| JustInvest LLC | 9,809 | $494.0K | 0.02% | −414−4.0% | Reduced |
| Vontobel Holding Ltd. | 9,877 | $497.4K | 0.00% | +513+5.5% | Added |
| Ruggaard & Associates LLC | 9,980 | $502.6K | 0.31% | +9,980 | New |
| Polar Asset Management Partners Inc. | 10,000 | $502.9K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,295 | $517.8K | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 10,526 | $530.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,539 | $530.7K | 0.02% | −25−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 10,580 | $532.8K | 0.02% | +10,580 | New |
| Power Corp of Canada | 11,023 | $536.8K | 0.06% | +157+1.4% | Added |
| Gulf International Bank (UK) Ltd | 10,719 | $539.0K | 0.01% | 00.0% | Unchanged |
| Todd Asset Management LLC | 10,998 | $553.9K | 0.01% | +179+1.7% | Added |
| First Republic Investment Management, Inc. | 11,153 | $561.7K | 0.00% | −2,580−18.8% | Reduced |
| Horizon Investments, LLC | 11,367 | $563.8K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,382 | $573.2K | 0.00% | +164+1.5% | Added |
| D. E. Shaw & Co., Inc. | 11,400 | $574.1K | 0.00% | +11,400 | New |
| Vise Technologies, Inc. | 11,478 | $578.0K | 0.15% | +1,441+14.4% | Added |
| Guggenheim Capital LLC | 11,856 | $597.1K | 0.01% | −113−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,069 | $608.0K | 0.04% | −166−1.4% | Reduced |
| Forum Financial Management, LP | 12,516 | $630.3K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,554 | $632.2K | 0.01% | +2,891+29.9% | Added |
| Rockefeller Capital Management L.P. | 13,304 | $669.0K | 0.00% | −1,959−12.8% | Reduced |
| Quantinno Capital Management LP | 13,280 | $669.0K | 0.04% | +849+6.8% | Added |
| Capital Fund Management S.A. | 13,503 | $680.0K | 0.01% | −23,818−63.8% | Reduced |