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, Q2 2023
Institutional positions in Bank of Nova Scotia as of Jun 30, 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
- 386
- −16 vs. Q1 2023
- Shares held
- 542.6M
- +8.96M (+1.7%) vs. Q1 2023
- Total value
- $27.3B
- −$938.1M (−3.3%) vs. Q1 2023
- New holders
- 35
- 136 more added
- Sold out
- 51
- 134 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $50 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $451 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $701 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.40K | 0.00% | +28 | New |
| Gradient Investments LLC | 30 | $1.50K | 0.00% | +30 | New |
| Archer Investment Corp | 37 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $2.40K | 0.00% | −80−62.5% | Reduced |
| Daiwa Securities Group Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $3.00K | 0.00% | +2+3.1% | Added |
| Harvest Fund Management Co., Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $4.40K | 0.00% | +89 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 108,168 | $5.42K | 0.00% | −91−0.1% | Reduced |
| Lipe & Dalton | 125 | $6.00K | 0.00% | −450−78.3% | Reduced |
| Stonebridge Capital Advisors LLC | 129 | $6.46K | 0.00% | +129 | New |
| Newbridge Financial Services Group, Inc. | 138 | $6.91K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 160 | $8.01K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $8.06K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 193 | $9.66K | 0.00% | −6−3.0% | Reduced |
| Motco | 210 | $10.5K | 0.00% | +210 | New |
| Retirement Group, LLC | 211 | $10.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $12.5K | 0.00% | −60−19.4% | Reduced |
| Allworth Financial LP | 284 | $14.2K | 0.00% | +14+5.2% | Added |
| Endurance Wealth Management, Inc. | 292 | $15.0K | 0.00% | −250−46.1% | Reduced |
| Front Row Advisors LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 332 | $16.6K | 0.00% | +64+23.9% | Added |
| Zions Bancorporation, N.A. | 337 | $16.9K | 0.00% | −84−20.0% | Reduced |
| Asset Dedication, LLC | 331 | $17.0K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 355 | $17.8K | 0.01% | +355 | New |
| BerganKDV Wealth Management, LLC | 372 | $18.6K | 0.00% | +6+1.6% | Added |
| EverSource Wealth Advisors, LLC | 390 | $19.5K | 0.00% | +86+28.3% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 396 | $20.0K | 0.00% | +6+1.5% | Added |
| Armstrong Advisory Group, Inc | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 415 | $21.0K | 0.00% | −7−1.7% | Reduced |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 555 | $27.8K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $31.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $31.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $32.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $32.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $35.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $35.0K | 0.00% | +200+40.0% | Added |
| Pinnacle Bancorp, Inc. | 735 | $36.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $37.5K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 840 | $42.0K | 0.04% | +840 | New |
| AdvisorNet Financial, Inc | 844 | $42.2K | 0.00% | −6−0.7% | Reduced |
| Massmutual Trust Co FSB | 850 | $42.5K | 0.00% | −59−6.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 886 | $44.3K | 0.00% | +50+6.0% | Added |
| BDO Wealth Advisors, LLC | 903 | $45.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 931 | $46.6K | 0.01% | +20+2.2% | Added |
| Whittier Trust Co | 1,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $56.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,162 | $58.1K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,197 | $60.0K | 0.00% | +13+1.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,214 | $60.7K | 0.01% | +2+0.2% | Added |
| Global Retirement Partners, LLC | 1,545 | $77.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,672 | $83.7K | 0.04% | −872−34.3% | Reduced |
| Delta Asset Management LLC | 1,715 | $85.8K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 1,721 | $86.0K | 0.00% | −841−32.8% | Reduced |
| Lindbrook Capital, LLC | 1,846 | $92.4K | 0.01% | +656+55.1% | Added |
| Fifth Third Bancorp | 1,854 | $92.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,063 | $103.2K | 0.01% | −38−1.8% | Reduced |
| CWM, LLC | 2,271 | $114.0K | 0.00% | +894+64.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,293 | $114.7K | 0.01% | +12+0.5% | Added |
| International Assets Investment Management, LLC | 51,346 | $116.9K | 0.02% | +51,346 | New |
| Farmers & Merchants Investments Inc | 2,385 | $119.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,444 | $122.3K | 0.03% | +794+48.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,524 | $126.4K | 0.01% | −13,008−83.7% | Reduced |
| Tobam | 2,536 | $127.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,567 | $128.5K | 0.00% | −108−4.0% | Reduced |
| JCIC Asset Management Inc. | 2,570 | $128.6K | 0.06% | 00.0% | Unchanged |
| ING Groep NV | 2,895 | $144.9K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $154.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,245 | $162.0K | 0.04% | −1,310−28.8% | Reduced |
| Parallel Advisors, LLC | 3,288 | $164.5K | 0.01% | +419+14.6% | Added |
| LSV Asset Management | 3,300 | $165.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $175.1K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,511 | $175.7K | 0.02% | +35+1.0% | Added |
| Brown Brothers Harriman & Co | 3,636 | $181.9K | 0.00% | +196+5.7% | Added |
| First Manhattan Co | 4,000 | $200.2K | 0.00% | −204−4.9% | Reduced |
| JJJ Advisors Inc. | 4,075 | $203.9K | 0.06% | −180−4.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,100 | $205.2K | 0.22% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $205.6K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,128 | $206.6K | 0.00% | −50,697−92.5% | Reduced |
| Proequities, Inc. | 4,151 | $207.7K | 0.02% | −616−12.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,280 | $214.2K | 0.02% | +47+1.1% | Added |
| Tompkins Financial Corp | 4,300 | $215.2K | 0.03% | 00.0% | Unchanged |