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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 13,780 | $694.0K | 0.14% | +13,780 | New |
| The PNC Financial Services Group, Inc. | 13,779 | $693.9K | 0.00% | +924+7.2% | Added |
| Signaturefd, LLC | 13,716 | $690.7K | 0.02% | +976+7.7% | Added |
| Capital Fund Management S.A. | 13,503 | $680.0K | 0.01% | −23,818−63.8% | Reduced |
| 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 |
| Ieq Capital, LLC | 12,554 | $632.2K | 0.01% | +2,891+29.9% | Added |
| Forum Financial Management, LP | 12,516 | $630.3K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,069 | $608.0K | 0.04% | −166−1.4% | Reduced |
| Guggenheim Capital LLC | 11,856 | $597.1K | 0.01% | −113−0.9% | Reduced |
| Vise Technologies, Inc. | 11,478 | $578.0K | 0.15% | +1,441+14.4% | Added |
| D. E. Shaw & Co., Inc. | 11,400 | $574.1K | 0.00% | +11,400 | New |
| Truist Financial Corp | 11,382 | $573.2K | 0.00% | +164+1.5% | Added |
| Horizon Investments, LLC | 11,367 | $563.8K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,153 | $561.7K | 0.00% | −2,580−18.8% | Reduced |
| Todd Asset Management LLC | 10,998 | $553.9K | 0.01% | +179+1.7% | Added |
| Gulf International Bank (UK) Ltd | 10,719 | $539.0K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 11,023 | $536.8K | 0.06% | +157+1.4% | Added |
| Kestra Private Wealth Services, LLC | 10,580 | $532.8K | 0.02% | +10,580 | New |
| Merit Financial Group, LLC | 10,539 | $530.7K | 0.02% | −25−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,526 | $530.1K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,295 | $517.8K | 0.11% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 10,000 | $502.9K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 9,980 | $502.6K | 0.31% | +9,980 | New |
| Vontobel Holding Ltd. | 9,877 | $497.4K | 0.00% | +513+5.5% | Added |
| JustInvest LLC | 9,809 | $494.0K | 0.02% | −414−4.0% | Reduced |
| World Equity Group, Inc. | 5,524 | $490.6K | 0.08% | +5,524 | New |
| Envestnet Asset Management Inc | 9,725 | $489.8K | 0.00% | +1,880+24.0% | Added |
| First National Trust Co | 9,551 | $481.0K | 0.03% | +200+2.1% | Added |
| We Are One Seven, LLC | 9,348 | $470.8K | 0.03% | +9,348 | New |
| Pacer Advisors, Inc. | 9,210 | $463.8K | 0.00% | +277+3.1% | Added |
| Veriti Management LLC | 9,159 | $461.2K | 0.05% | −142−1.5% | Reduced |
| Blair William & Co | 8,996 | $453.0K | 0.00% | +827+10.1% | Added |
| Sequoia Financial Advisors, LLC | 8,878 | $447.1K | 0.01% | +932+11.7% | Added |
| Sciencast Management LP | 8,903 | $435.1K | 0.58% | +8,903 | New |
| Truadvice, LLC | 8,630 | $430.7K | 0.17% | +8,630 | New |
| Silverlake Wealth Management LLC | 8,409 | $423.5K | 0.26% | −908−9.7% | Reduced |
| John G Ullman & Associates Inc | 7,900 | $398.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,698 | $387.7K | 0.02% | +434+6.0% | Added |
| Prudential PLC | 7,690 | $387.3K | 0.00% | +3,339+76.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $385.3K | 0.12% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,492 | $377.3K | 0.23% | −165−2.2% | Reduced |
| Cohen Investment Advisors LLC | 7,474 | $376.4K | 0.30% | +396+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,413 | $373.3K | 0.00% | −17,014−69.7% | Reduced |
| Ritholtz Wealth Management | 7,281 | $366.7K | 0.02% | −2,089−22.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,162 | $360.7K | 0.43% | +119+1.7% | Added |
| Prospera Financial Services Inc | 7,025 | $353.9K | 0.01% | +2,108+42.9% | Added |
| BNP Paribas Arbitrage, SA | 7,026 | $353.8K | 0.00% | −15,040−68.2% | Reduced |
| 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 |
| Allspring Global Investments Holdings, LLC | 6,832 | $344.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,800 | $342.4K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,658 | $335.3K | 0.04% | +10.0% | Added |
| Naples Global Advisors, LLC | 6,595 | $332.1K | 0.04% | +150+2.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,498 | $327.2K | 0.05% | +92+1.4% | Added |
| Ergoteles LLC | 6,334 | $319.0K | 0.01% | +6,334 | New |
| Moors & Cabot, Inc. | 6,235 | $314.0K | 0.02% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,175 | $311.0K | 0.03% | −35−0.6% | Reduced |
| Forbes J M & Co LLP | 6,000 | $302.0K | 0.04% | 00.0% | Unchanged |
| TCWP LLC | 5,886 | $296.4K | 0.06% | +5,886 | New |
| Cetera Advisors LLC | 5,847 | $294.5K | 0.00% | −3,828−39.6% | Reduced |
| Swiss Life Asset Management Ltd | 5,738 | $288.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,648 | $284.4K | 0.03% | −20,181−78.1% | Reduced |
| PDS Planning, Inc | 5,567 | $280.4K | 0.04% | +5,567 | New |
| Kavar Capital Partners Group, LLC | 5,500 | $277.0K | 0.06% | −250−4.3% | Reduced |
| Nwam LLC | 5,428 | $273.4K | 0.03% | +513+10.4% | Added |
| HB Wealth Management, LLC | 5,338 | $268.8K | 0.00% | +225+4.4% | Added |
| Blueprint Investment Partners LLC | 5,328 | $268.3K | 0.06% | +5,328 | New |
| First Affirmative Financial Network | 5,034 | $253.5K | 0.29% | +5,034 | New |
| Massachusetts Financial Services Co | 4,962 | $249.9K | 0.00% | −191,202−97.5% | Reduced |
| Magnus Financial Group LLC | 4,916 | $247.6K | 0.04% | −13−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,908 | $247.0K | 0.01% | +4,908 | New |
| Applied Capital LLC | 4,875 | $245.5K | 0.24% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,872 | $245.0K | 0.17% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,845 | $244.0K | 0.00% | −3,012−38.3% | Reduced |
| Five Oceans Advisors | 4,814 | $242.4K | 0.16% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,507 | $242.2K | 0.00% | −5,615−55.5% | Reduced |
| Gotham Asset Management, LLC | 4,772 | $240.3K | 0.01% | +4,772 | New |
| Proequities, Inc. | 4,767 | $240.1K | 0.02% | −13−0.3% | Reduced |
| Cetera Investment Advisers | 4,724 | $237.9K | 0.00% | −61−1.3% | Reduced |
| Emfo, LLC | 4,700 | $236.7K | 0.22% | +4,700 | New |
| Checchi Capital Advisers, LLC | 4,677 | $235.5K | 0.02% | +47+1.0% | Added |
| Americana Partners, LLC | 4,623 | $232.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,596 | $231.5K | 0.01% | +47+1.0% | Added |
| Cetera Advisor Networks LLC | 4,558 | $229.5K | 0.00% | −514−10.1% | Reduced |
| Capital Investment Advisors, LLC | 4,551 | $229.2K | 0.01% | −27−0.6% | Reduced |
| Clarius Group, LLC | 4,550 | $229.1K | 0.02% | −970−17.6% | Reduced |
| Cutler Group LP | 4,555 | $229.0K | 0.04% | −38,655−89.5% | Reduced |
| Wedbush Securities Inc | 4,477 | $225.0K | 0.01% | −1,268−22.1% | Reduced |
| Toroso Investments, LLC | 4,469 | $222.0K | 0.01% | +4,469 | New |
| J. W. Coons Advisors, LLC | 4,405 | $221.8K | 0.06% | +4,405 | New |
| Compagnie Lombard Odier SCmA | 4,347 | $218.7K | 0.01% | +1,140+35.5% | Added |
| Lee Financial Group Hawaii, Inc. | 4,335 | $218.3K | 0.22% | +4,335 | New |
| JJJ Advisors Inc. | 4,255 | $218.1K | 0.06% | −723−14.5% | Reduced |
| Tompkins Financial Corp | 4,300 | $216.5K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 4,297 | $216.4K | 0.00% | +4,297 | New |
| Schechter Investment Advisors, LLC | 4,233 | $213.2K | 0.02% | +4,233 | New |
| First Manhattan Co | 4,204 | $211.7K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $211.0K | 0.10% | −117−3.6% | Reduced |
| Captrust Financial Advisors | 4,154 | $209.2K | 0.00% | −3,383−44.9% | Reduced |