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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 198,730 | $10.0M | 0.14% | 00.0% | Unchanged |
| Westpac Banking Corp | 140,939 | $9.59M | 0.13% | +140,939 | New |
| American Century Companies Inc | 184,721 | $9.30M | 0.01% | +48,382+35.5% | Added |
| K.J. Harrison & Partners Inc | 179,054 | $9.01M | 1.82% | +137,533+331.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 96,606 | $8.88M | 0.46% | −7,607−7.3% | Reduced |
| Van Eck Associates Corp | 175,743 | $8.85M | 0.02% | +22,732+14.9% | Added |
| Montrusco Bolton Investments Inc. | 170,021 | $8.55M | 0.18% | −812,379−82.7% | Reduced |
| Utah Retirement Systems | 147,711 | $7.43M | 0.11% | +147,711 | New |
| Janus Henderson Group PLC | 144,110 | $7.25M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 136,065 | $6.85M | 0.01% | −1,401,560−91.2% | Reduced |
| Rathbone Brothers plc | 125,908 | $6.33M | 0.06% | −300−0.2% | Reduced |
| Investment Management Corp of Ontario | 125,145 | $6.30M | 0.26% | +1,784+1.4% | Added |
| Wells Fargo & Company | 121,334 | $6.10M | 0.00% | +31,246+34.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 112,127 | $5.64M | 2.25% | +12,047+12.0% | Added |
| HRT Financial LP | 108,346 | $5.46M | 0.07% | +108,346 | New |
| Allianz Asset Management GmbH | 108,259 | $5.45M | 0.01% | −18,603−14.7% | Reduced |
| American Assets Investment Management, LLC | 100,000 | $5.04M | 0.58% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 93,632 | $4.72M | 0.00% | +249+0.3% | Added |
| Avalon Investment & Advisory | 91,363 | $4.60M | 0.13% | +9,066+11.0% | Added |
| Cumberland Partners Ltd | 90,930 | $4.58M | 0.45% | −12,898−12.4% | Reduced |
| Candriam Luxembourg S.C.A. | 97,004 | $4.49M | 0.03% | −11,109−10.3% | Reduced |
| Snowden Capital Advisors LLC | 86,250 | $4.34M | 0.17% | +5,565+6.9% | Added |
| ClariVest Asset Management LLC | 83,610 | $4.21M | 0.19% | −1,450−1.7% | Reduced |
| Shell Asset Management Co | 82,338 | $4.14M | 0.17% | +33,900+70.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,891 | $3.82M | 0.02% | +56,389+289.1% | Added |
| Ensign Peak Advisors, Inc | 75,006 | $3.78M | 0.01% | +13,500+21.9% | Added |
| Assenagon Asset Management S.A. | 73,666 | $3.71M | 0.01% | +4,468+6.5% | Added |
| Bank of Nova Scotia | 72,042 | $3.62M | 0.01% | −630−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 70,415 | $3.55M | 1.43% | +12,665+21.9% | Added |
| CenterBook Partners LP | 68,473 | $3.45M | 0.49% | −63,244−48.0% | Reduced |
| Commonwealth Equity Services, LLC | 68,248 | $3.44M | 0.01% | +15,003+28.2% | Added |
| US Bancorp | 66,786 | $3.36M | 0.01% | +1,058+1.6% | Added |
| Ossiam | 65,680 | $3.30M | 0.07% | −37,695−36.5% | Reduced |
| Millennium Management LLC | 59,652 | $3.00M | 0.00% | −57,409−49.0% | Reduced |
| Metis Global Partners, LLC | 56,459 | $2.84M | 0.18% | +9,630+20.6% | Added |
| Royal London Asset Management Ltd | 55,414 | $2.79M | 0.01% | −7,819−12.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,825 | $2.76M | 0.01% | −6,488−10.6% | Reduced |
| Man Group plc | – | $2.71M | 0.01% | – | – |
| Andra AP-fonden | 39,100 | $2.66M | 0.07% | −16,300−29.4% | Reduced |
| Raymond James & Associates | 51,964 | $2.62M | 0.00% | −1,282−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 51,671 | $2.60M | 0.03% | +29,671+134.9% | Added |
| Natixis Advisors, L.P. | 49,928 | $2.51M | 0.01% | +19,885+66.2% | Added |
| LPL Financial LLC | 49,198 | $2.48M | 0.00% | −7,412−13.1% | Reduced |
| Harvest Portfolios Group Inc. | 48,740 | $2.45M | 0.12% | +48,740 | New |
| Cardinal Capital Management | 47,864 | $2.41M | 0.50% | −436−0.9% | Reduced |
| APG Asset Management N.V. | 50,040 | $2.32M | 0.00% | −201,182−80.1% | Reduced |
| Principal Financial Group Inc | 40,937 | $2.06M | 0.00% | +16,934+70.5% | Added |
| Davenport & Co LLC | 40,412 | $2.04M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 39,350 | $1.98M | 0.01% | +25,223+178.5% | Added |
| Stifel Financial Corp | 38,716 | $1.95M | 0.00% | +3,780+10.8% | Added |
| Advisors Management Group Inc | 38,667 | $1.95M | 0.62% | +38,667 | New |
| Maryland State Retirement & Pension System | 37,873 | $1.91M | 0.04% | +37,873 | New |
| Mariner, LLC | 36,690 | $1.85M | 0.01% | +11,167+43.8% | Added |
| Keybank National Association | 35,853 | $1.81M | 0.01% | −1,825−4.8% | Reduced |
| Fiera Capital Corp | 35,294 | $1.78M | 0.01% | −9,358−21.0% | Reduced |
| Avantax Advisory Services, Inc. | 33,796 | $1.70M | 0.02% | +5,990+21.5% | Added |
| Davis-Rea Ltd. | 33,613 | $1.69M | 1.02% | −4,000−10.6% | Reduced |
| PCJ Investment Counsel Ltd. | 32,687 | $1.65M | 0.65% | −1,760−5.1% | Reduced |
| Wetherby Asset Management Inc | 30,448 | $1.53M | 0.09% | +350+1.2% | Added |
| Employees Provident Fund Board | 30,000 | $1.51M | 0.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 29,900 | $1.51M | 0.11% | +100+0.3% | Added |
| Arnhold LLC | 28,600 | $1.44M | 0.16% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 28,215 | $1.42M | 0.37% | 00.0% | Unchanged |
| Tacita Capital Inc | 28,030 | $1.41M | 1.06% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 27,295 | $1.37M | 0.18% | −5,460−16.7% | Reduced |
| La Banque Postale Asset Management SA | 25,716 | $1.29M | 0.03% | −1,792−6.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,361 | $1.28M | 0.35% | −490−1.9% | Reduced |
| Creative Planning | 24,191 | $1.22M | 0.00% | +2,282+10.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,200 | $1.22M | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 23,000 | $1.16M | 0.62% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,856 | $1.15M | 0.00% | +270+1.2% | Added |
| Cigna Investments Inc | 22,286 | $1.12M | 0.22% | −657−2.9% | Reduced |
| Intrua Financial, LLC | 22,821 | $1.12M | 0.23% | +2,016+9.7% | Added |
| Perpetual Ltd | 21,919 | $1.10M | 0.01% | +21,919 | New |
| Resources Management Corp | 122,015 | $1.10M | 0.22% | +102,804+535.1% | Added |
| Seven Eight Capital, LP | 21,840 | $1.08M | 0.23% | +21,840 | New |
| Advisor Group Holdings, Inc. | 21,276 | $1.07M | 0.00% | +5,694+36.5% | Added |
| AE Wealth Management LLC | 20,436 | $1.03M | 0.01% | +4,860+31.2% | Added |
| Yousif Capital Management, LLC | 20,178 | $1.02M | 0.01% | +70+0.3% | Added |
| Advisor Partners II, LLC | 19,906 | $1.00M | 0.06% | +2,883+16.9% | Added |
| Vident Investment Advisory, LLC | 19,916 | $1.00M | 0.03% | +2,950+17.4% | Added |
| Victory Capital Management Inc | 19,783 | $996.3K | 0.00% | +19,783 | New |
| Balyasny Asset Management LLC | 19,225 | $968.2K | 0.00% | −121,766−86.4% | Reduced |
| Bowen Hanes & Co Inc | 18,881 | $950.8K | 0.03% | −1,000−5.0% | Reduced |
| M&T Bank Corp | 18,716 | $942.5K | 0.00% | +1,162+6.6% | Added |
| Exencial Wealth Advisors, LLC | 18,033 | $908.1K | 0.05% | +4,674+35.0% | Added |
| CI Private Wealth, LLC | 17,712 | $892.0K | 0.00% | +2,385+15.6% | Added |
| Advisors Asset Management, Inc. | 17,567 | $884.7K | 0.02% | +74+0.4% | Added |
| Kestra Advisory Services, LLC | 17,253 | $868.9K | 0.01% | −15,128−46.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,371 | $861.3K | 0.08% | −1,821−16.3% | Reduced |
| Pacifica Partners Inc. | 16,340 | $813.8K | 0.49% | −14,337−46.7% | Reduced |
| Independent Financial Group, LLC | 15,816 | $796.5K | 0.06% | +15,816 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,532 | $781.2K | 0.04% | +5,409+53.4% | Added |
| Pinnacle Associates Ltd | 15,500 | $780.6K | 0.02% | −450−2.8% | Reduced |
| Ravenstone Capital Management Inc. | 15,506 | $780.2K | 0.63% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,260 | $768.5K | 0.08% | +15,260 | New |
| Bogart Wealth, LLC | 15,120 | $761.4K | 0.05% | +188+1.3% | Added |
| Bessemer Group Inc | 14,519 | $730.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,825 | $696.2K | 0.01% | +6,032+77.4% | Added |
| Texas Yale Capital Corp. | 13,821 | $696.0K | 0.04% | +46+0.3% | Added |