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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 4,100 | $206.5K | 0.21% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,977 | $200.3K | 0.09% | +3,977 | New |
| Baskin Financial Services Inc. | 3,973 | $200.0K | 0.02% | −2,257−36.2% | Reduced |
| Investors Research Corp | 3,500 | $176.3K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,476 | $175.1K | 0.02% | +372+12.0% | Added |
| Brown Brothers Harriman & Co | 3,440 | $173.2K | 0.00% | +340+11.0% | Added |
| LSV Asset Management | 3,300 | $166.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $155.7K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 2,895 | $145.8K | 0.00% | +2,895 | New |
| Parallel Advisors, LLC | 2,869 | $144.5K | 0.00% | +258+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,675 | $134.7K | 0.00% | −317−10.6% | Reduced |
| JCIC Asset Management Inc. | 2,570 | $129.4K | 0.06% | −30−1.2% | Reduced |
| Achmea Investment Management B.V. | 2,562 | $129.0K | 0.00% | −163,567−98.5% | Reduced |
| Addison Advisors LLC | 2,544 | $128.1K | 0.07% | +15+0.6% | Added |
| Tobam | 2,536 | $127.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,385 | $120.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,281 | $114.9K | 0.01% | +2,146+1,589.6% | Added |
| Geneos Wealth Management Inc. | 2,243 | $113.0K | 0.01% | −6,318−73.8% | Reduced |
| Harbour Investments, Inc. | 2,101 | $105.8K | 0.01% | −14−0.7% | Reduced |
| Fifth Third Bancorp | 1,854 | $93.4K | 0.00% | +30+1.6% | Added |
| Belpointe Asset Management LLC | 1,843 | $92.8K | 0.01% | +1,704+1,225.9% | Added |
| M&R Capital Management Inc | 1,840 | $92.7K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,715 | $86.4K | 0.01% | +225+15.1% | Added |
| Hexagon Capital Partners LLC | 1,650 | $83.1K | 0.02% | +437+36.0% | Added |
| Global Retirement Partners, LLC | 1,545 | $75.0K | 0.00% | −217−12.3% | Reduced |
| CWM, LLC | 1,377 | $69.0K | 0.00% | +828+150.8% | Added |
| Accel Wealth Management | 1,335 | $67.2K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,212 | $61.0K | 0.01% | +2+0.2% | Added |
| Lindbrook Capital, LLC | 1,190 | $59.9K | 0.01% | −232−16.3% | Reduced |
| Mondrian Investment Partners LTD | 1,184 | $59.6K | 0.00% | +12+1.0% | Added |
| Umb Bank N A | 1,162 | $58.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $57.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,126 | $56.7K | 0.00% | −308,027−99.6% | Reduced |
| Whittier Trust Co | 1,000 | $50.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 946 | $47.6K | 0.00% | +196+26.1% | Added |
| Glassman Wealth Services | 911 | $45.9K | 0.01% | +47+5.4% | Added |
| Massmutual Trust Co FSB | 909 | $45.8K | 0.00% | +374+69.9% | Added |
| BDO Wealth Advisors, LLC | 903 | $45.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 850 | $42.8K | 0.00% | −51−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 836 | $42.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $37.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $37.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $35.3K | 0.02% | 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 |
| HM Payson & Co | 630 | $31.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $31.4K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 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 |
| Lipe & Dalton | 575 | $29.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 555 | $27.9K | 0.01% | +555 | New |
| Endurance Wealth Management, Inc. | 542 | $27.0K | 0.00% | +500+1,190.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | +314+167.9% | Added |
| Zions Bancorporation, N.A. | 421 | $21.2K | 0.00% | −28−6.2% | Reduced |
| Banque Cantonale Vaudoise | 420 | $21.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $20.1K | 0.00% | +400 | New |
| 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 |
| BerganKDV Wealth Management, LLC | 366 | $18.4K | 0.00% | +20+5.8% | Added |
| Asset Dedication, LLC | 331 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 310 | $15.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 304 | $15.3K | 0.00% | +146+92.4% | Added |
| Front Row Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 270 | $13.6K | 0.00% | +30+12.5% | Added |
| JFS Wealth Advisors, LLC | 268 | $13.5K | 0.00% | +181+208.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 211 | $11.0K | 0.01% | +65+44.5% | Added |
| Syverson Strege & Co | 215 | $10.8K | 0.00% | +215 | New |
| Clearview Wealth Advisors LLC | 212 | $10.7K | 0.01% | +212 | New |
| Hallmark Capital Management Inc | 202 | $10.2K | 0.00% | −150−42.6% | Reduced |
| New Hampshire Trust | 200 | $10.1K | 0.00% | −100−33.3% | Reduced |
| Caldwell Trust Co | 199 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 178 | $8.96K | 0.01% | +178 | New |
| Earnest Partners LLC | 161 | $8.11K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 160 | $8.06K | 0.00% | −6−3.6% | Reduced |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $6.45K | 0.00% | +42+48.8% | 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 |
| 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 |
| Mascoma Wealth Management LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $3.83K | 0.00% | +76 | New |
| First Personal Financial Services | 62 | $3.12K | 0.00% | −136−68.7% | Reduced |
| 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 |
| Archer Investment Corp | 37 | $1.86K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $1.26K | 0.00% | +25 | New |
| IFP Advisors, Inc | 19 | $1.06K | 0.00% | −180−90.5% | Reduced |
| Schubert & Co | 20 | $1.01K | 0.00% | −97−82.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |