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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 13,716 | $690.7K | 0.02% | +976+7.7% | Added |
| The PNC Financial Services Group, Inc. | 13,779 | $693.9K | 0.00% | +924+7.2% | Added |
| GPS Wealth Strategies Group, LLC | 13,780 | $694.0K | 0.14% | +13,780 | New |
| Texas Yale Capital Corp. | 13,821 | $696.0K | 0.04% | +46+0.3% | Added |
| Equitable Holdings, Inc. | 13,825 | $696.2K | 0.01% | +6,032+77.4% | Added |
| Bessemer Group Inc | 14,519 | $730.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15,120 | $761.4K | 0.05% | +188+1.3% | Added |
| Cornerstone Wealth Management, LLC | 15,260 | $768.5K | 0.08% | +15,260 | New |
| Ravenstone Capital Management Inc. | 15,506 | $780.2K | 0.63% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 15,500 | $780.6K | 0.02% | −450−2.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,532 | $781.2K | 0.04% | +5,409+53.4% | Added |
| Independent Financial Group, LLC | 15,816 | $796.5K | 0.06% | +15,816 | New |
| Pacifica Partners Inc. | 16,340 | $813.8K | 0.49% | −14,337−46.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,371 | $861.3K | 0.08% | −1,821−16.3% | Reduced |
| Kestra Advisory Services, LLC | 17,253 | $868.9K | 0.01% | −15,128−46.7% | Reduced |
| Advisors Asset Management, Inc. | 17,567 | $884.7K | 0.02% | +74+0.4% | Added |
| CI Private Wealth, LLC | 17,712 | $892.0K | 0.00% | +2,385+15.6% | Added |
| Exencial Wealth Advisors, LLC | 18,033 | $908.1K | 0.05% | +4,674+35.0% | Added |
| M&T Bank Corp | 18,716 | $942.5K | 0.00% | +1,162+6.6% | Added |
| Bowen Hanes & Co Inc | 18,881 | $950.8K | 0.03% | −1,000−5.0% | Reduced |
| Balyasny Asset Management LLC | 19,225 | $968.2K | 0.00% | −121,766−86.4% | Reduced |
| Victory Capital Management Inc | 19,783 | $996.3K | 0.00% | +19,783 | New |
| Vident Investment Advisory, LLC | 19,916 | $1.00M | 0.03% | +2,950+17.4% | Added |
| Advisor Partners II, LLC | 19,906 | $1.00M | 0.06% | +2,883+16.9% | Added |
| Yousif Capital Management, LLC | 20,178 | $1.02M | 0.01% | +70+0.3% | Added |
| AE Wealth Management LLC | 20,436 | $1.03M | 0.01% | +4,860+31.2% | Added |
| Advisor Group Holdings, Inc. | 21,276 | $1.07M | 0.00% | +5,694+36.5% | Added |
| Seven Eight Capital, LP | 21,840 | $1.08M | 0.23% | +21,840 | New |
| Resources Management Corp | 122,015 | $1.10M | 0.22% | +102,804+535.1% | Added |
| Perpetual Ltd | 21,919 | $1.10M | 0.01% | +21,919 | New |
| Intrua Financial, LLC | 22,821 | $1.12M | 0.23% | +2,016+9.7% | Added |
| Cigna Investments Inc | 22,286 | $1.12M | 0.22% | −657−2.9% | Reduced |
| HighTower Advisors, LLC | 22,856 | $1.15M | 0.00% | +270+1.2% | Added |
| Rocky Mountain Advisers, LLC | 23,000 | $1.16M | 0.62% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,200 | $1.22M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 24,191 | $1.22M | 0.00% | +2,282+10.4% | Added |
| Ipswich Investment Management Co., Inc. | 25,361 | $1.28M | 0.35% | −490−1.9% | Reduced |
| La Banque Postale Asset Management SA | 25,716 | $1.29M | 0.03% | −1,792−6.5% | Reduced |
| Callahan Advisors, LLC | 27,295 | $1.37M | 0.18% | −5,460−16.7% | Reduced |
| Tacita Capital Inc | 28,030 | $1.41M | 1.06% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 28,215 | $1.42M | 0.37% | 00.0% | Unchanged |
| Arnhold LLC | 28,600 | $1.44M | 0.16% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 29,900 | $1.51M | 0.11% | +100+0.3% | Added |
| Employees Provident Fund Board | 30,000 | $1.51M | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 30,448 | $1.53M | 0.09% | +350+1.2% | Added |
| PCJ Investment Counsel Ltd. | 32,687 | $1.65M | 0.65% | −1,760−5.1% | Reduced |
| Davis-Rea Ltd. | 33,613 | $1.69M | 1.02% | −4,000−10.6% | Reduced |
| Avantax Advisory Services, Inc. | 33,796 | $1.70M | 0.02% | +5,990+21.5% | Added |
| Fiera Capital Corp | 35,294 | $1.78M | 0.01% | −9,358−21.0% | Reduced |
| Keybank National Association | 35,853 | $1.81M | 0.01% | −1,825−4.8% | Reduced |
| Mariner, LLC | 36,690 | $1.85M | 0.01% | +11,167+43.8% | Added |
| Maryland State Retirement & Pension System | 37,873 | $1.91M | 0.04% | +37,873 | New |
| Advisors Management Group Inc | 38,667 | $1.95M | 0.62% | +38,667 | New |
| Stifel Financial Corp | 38,716 | $1.95M | 0.00% | +3,780+10.8% | Added |
| Squarepoint Ops LLC | 39,350 | $1.98M | 0.01% | +25,223+178.5% | Added |
| Davenport & Co LLC | 40,412 | $2.04M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 40,937 | $2.06M | 0.00% | +16,934+70.5% | Added |
| APG Asset Management N.V. | 50,040 | $2.32M | 0.00% | −201,182−80.1% | Reduced |
| Cardinal Capital Management | 47,864 | $2.41M | 0.50% | −436−0.9% | Reduced |
| Harvest Portfolios Group Inc. | 48,740 | $2.45M | 0.12% | +48,740 | New |
| LPL Financial LLC | 49,198 | $2.48M | 0.00% | −7,412−13.1% | Reduced |
| Natixis Advisors, L.P. | 49,928 | $2.51M | 0.01% | +19,885+66.2% | Added |
| Schonfeld Strategic Advisors LLC | 51,671 | $2.60M | 0.03% | +29,671+134.9% | Added |
| Raymond James & Associates | 51,964 | $2.62M | 0.00% | −1,282−2.4% | Reduced |
| Andra AP-fonden | 39,100 | $2.66M | 0.07% | −16,300−29.4% | Reduced |
| Man Group plc | – | $2.71M | 0.01% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 54,825 | $2.76M | 0.01% | −6,488−10.6% | Reduced |
| Royal London Asset Management Ltd | 55,414 | $2.79M | 0.01% | −7,819−12.4% | Reduced |
| Metis Global Partners, LLC | 56,459 | $2.84M | 0.18% | +9,630+20.6% | Added |
| Millennium Management LLC | 59,652 | $3.00M | 0.00% | −57,409−49.0% | Reduced |
| Ossiam | 65,680 | $3.30M | 0.07% | −37,695−36.5% | Reduced |
| US Bancorp | 66,786 | $3.36M | 0.01% | +1,058+1.6% | Added |
| Commonwealth Equity Services, LLC | 68,248 | $3.44M | 0.01% | +15,003+28.2% | Added |
| CenterBook Partners LP | 68,473 | $3.45M | 0.49% | −63,244−48.0% | Reduced |
| Pathway Financial Advisers, LLC | 70,415 | $3.55M | 1.43% | +12,665+21.9% | Added |
| Bank of Nova Scotia | 72,042 | $3.62M | 0.01% | −630−0.9% | Reduced |
| Assenagon Asset Management S.A. | 73,666 | $3.71M | 0.01% | +4,468+6.5% | Added |
| Ensign Peak Advisors, Inc | 75,006 | $3.78M | 0.01% | +13,500+21.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,891 | $3.82M | 0.02% | +56,389+289.1% | Added |
| Shell Asset Management Co | 82,338 | $4.14M | 0.17% | +33,900+70.0% | Added |
| ClariVest Asset Management LLC | 83,610 | $4.21M | 0.19% | −1,450−1.7% | Reduced |
| Snowden Capital Advisors LLC | 86,250 | $4.34M | 0.17% | +5,565+6.9% | Added |
| Candriam Luxembourg S.C.A. | 97,004 | $4.49M | 0.03% | −11,109−10.3% | Reduced |
| Cumberland Partners Ltd | 90,930 | $4.58M | 0.45% | −12,898−12.4% | Reduced |
| Avalon Investment & Advisory | 91,363 | $4.60M | 0.13% | +9,066+11.0% | Added |
| Alliancebernstein L.P. | 93,632 | $4.72M | 0.00% | +249+0.3% | Added |
| American Assets Investment Management, LLC | 100,000 | $5.04M | 0.58% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 108,259 | $5.45M | 0.01% | −18,603−14.7% | Reduced |
| HRT Financial LP | 108,346 | $5.46M | 0.07% | +108,346 | New |
| Lorne Steinberg Wealth Management Inc. | 112,127 | $5.64M | 2.25% | +12,047+12.0% | Added |
| Wells Fargo & Company | 121,334 | $6.10M | 0.00% | +31,246+34.7% | Added |
| Investment Management Corp of Ontario | 125,145 | $6.30M | 0.26% | +1,784+1.4% | Added |
| Rathbone Brothers plc | 125,908 | $6.33M | 0.06% | −300−0.2% | Reduced |
| First Trust Advisors LP | 136,065 | $6.85M | 0.01% | −1,401,560−91.2% | Reduced |
| Janus Henderson Group PLC | 144,110 | $7.25M | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 147,711 | $7.43M | 0.11% | +147,711 | New |
| Montrusco Bolton Investments Inc. | 170,021 | $8.55M | 0.18% | −812,379−82.7% | Reduced |
| Van Eck Associates Corp | 175,743 | $8.85M | 0.02% | +22,732+14.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 96,606 | $8.88M | 0.46% | −7,607−7.3% | Reduced |
| K.J. Harrison & Partners Inc | 179,054 | $9.01M | 1.82% | +137,533+331.2% | Added |