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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 4,438 | $222.1K | 0.00% | −286−6.1% | Reduced |
| Baskin Financial Services Inc. | 4,473 | $224.0K | 0.02% | +500+12.6% | Added |
| Americana Partners, LLC | 4,623 | $231.3K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,388 | $234.7K | 0.00% | −119−2.6% | Reduced |
| Emfo, LLC | 4,700 | $235.2K | 0.21% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,772 | $238.8K | 0.00% | +214+4.7% | Added |
| Applied Capital LLC | 4,775 | $238.9K | 0.23% | −100−2.1% | Reduced |
| Venture Visionary Partners LLC | 4,866 | $243.5K | 0.01% | +4,866 | New |
| Glenmede Trust Co NA | 4,845 | $244.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,872 | $244.0K | 0.18% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,899 | $245.1K | 0.01% | −5,681−53.7% | Reduced |
| Integrated Wealth Concepts LLC | 4,908 | $245.6K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,916 | $246.0K | 0.04% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,982 | $249.3K | 0.12% | +4,982 | New |
| Naples Global Advisors, LLC | 5,045 | $252.5K | 0.03% | −1,550−23.5% | Reduced |
| Clarius Group, LLC | 5,160 | $258.2K | 0.02% | +610+13.4% | Added |
| Ballentine Partners, LLC | 5,176 | $259.0K | 0.01% | +580+12.6% | Added |
| HB Wealth Management, LLC | 5,322 | $266.3K | 0.00% | −16−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 5,371 | $268.8K | 0.02% | +694+14.8% | Added |
| Kavar Capital Partners Group, LLC | 5,450 | $272.7K | 0.06% | −50−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,497 | $275.1K | 0.01% | +4,904+827.0% | Added |
| Prudential Financial Inc | 5,516 | $276.0K | 0.00% | +5,516 | New |
| Nwam LLC | 5,532 | $276.8K | 0.02% | +104+1.9% | Added |
| West Family Investments, Inc. | 5,964 | $298.4K | 0.12% | +5,964 | New |
| Cetera Advisors LLC | 5,983 | $299.4K | 0.00% | +136+2.3% | Added |
| Forbes J M & Co LLP | 6,000 | $300.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,010 | $300.7K | 0.02% | −225−3.6% | Reduced |
| Hemenway Trust Co LLC | 6,175 | $309.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,423 | $321.4K | 0.04% | +856+15.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,498 | $325.2K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 6,587 | $329.6K | 0.04% | −2,572−28.1% | Reduced |
| Prospera Financial Services Inc | 6,639 | $332.3K | 0.01% | −386−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,710 | $335.8K | 0.00% | −703−9.5% | Reduced |
| Baldwin Brothers Inc | 6,800 | $340.3K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,832 | $341.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,133 | $356.9K | 0.00% | +1,519+27.1% | Added |
| Brinker Capital Investments, LLC | 7,191 | $359.8K | 0.00% | +309+4.5% | Added |
| Orion Portfolio Solutions, LLC | 7,191 | $359.8K | 0.00% | +309+4.5% | Added |
| Ritholtz Wealth Management | 7,216 | $361.1K | 0.02% | −65−0.9% | Reduced |
| Pinebridge Investments, L.P. | 5,479 | $363.1K | 0.00% | +5,479 | New |
| Ridgewood Investments LLC | 7,492 | $374.9K | 0.21% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 7,635 | $382.4K | 0.16% | +7,635 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $382.8K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,669 | $383.8K | 0.31% | +195+2.6% | Added |
| National Asset Management, Inc. | 7,720 | $386.3K | 0.01% | +7,720 | New |
| John G Ullman & Associates Inc | 7,900 | $395.3K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,913 | $396.0K | 0.40% | +2,879+57.2% | Added |
| Sequoia Financial Advisors, LLC | 8,157 | $408.2K | 0.01% | −721−8.1% | Reduced |
| Silverlake Wealth Management LLC | 8,415 | $421.1K | 0.23% | +6+0.1% | Added |
| Blair William & Co | 8,891 | $444.9K | 0.00% | −105−1.2% | Reduced |
| First National Trust Co | 9,351 | $467.9K | 0.02% | −200−2.1% | Reduced |
| Evergreen Capital Management LLC | 9,432 | $472.0K | 0.02% | +1,734+22.5% | Added |
| Cubist Systematic Strategies, LLC | 9,556 | $478.4K | 0.01% | +9,556 | New |
| Ieq Capital, LLC | 9,663 | $483.5K | 0.01% | −2,891−23.0% | Reduced |
| Vontobel Holding Ltd. | 9,839 | $492.2K | 0.00% | −38−0.4% | Reduced |
| Pacer Advisors, Inc. | 10,016 | $501.2K | 0.00% | +806+8.8% | Added |
| Cresset Asset Management, LLC | 10,032 | $502.0K | 0.00% | +10,032 | New |
| Ruggaard & Associates LLC | 10,280 | $514.4K | 0.30% | +300+3.0% | Added |
| Merit Financial Group, LLC | 10,442 | $522.5K | 0.02% | −97−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 10,556 | $528.2K | 0.00% | +3,530+50.2% | Added |
| Lee Financial Group Hawaii, Inc. | 10,564 | $528.6K | 0.48% | +6,229+143.7% | Added |
| Rhumbline Advisers | 10,646 | $532.7K | 0.00% | +10,646 | New |
| Gulf International Bank (UK) Ltd | 10,719 | $536.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,367 | $559.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,238 | $562.3K | 0.03% | +8,995+401.0% | Added |
| Perpetual Ltd | 11,293 | $564.9K | 0.00% | −10,626−48.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,301 | $566.0K | 0.03% | −768−6.4% | Reduced |
| Envestnet Asset Management Inc | 11,560 | $578.5K | 0.00% | +1,835+18.9% | Added |
| Power Corp of Canada | 11,623 | $581.4K | 0.06% | +600+5.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,044 | $602.7K | 0.06% | +6,396+113.2% | Added |
| Walleye Capital LLC | 12,046 | $602.8K | 0.01% | +12,046 | New |
| Truist Financial Corp | 12,123 | $606.6K | 0.00% | +741+6.5% | Added |
| Quantinno Capital Management LP | 12,126 | $607.0K | 0.03% | −1,154−8.7% | Reduced |
| Callahan Advisors, LLC | 12,270 | $614.0K | 0.07% | −15,025−55.0% | Reduced |
| Independent Financial Group, LLC | 12,450 | $623.0K | 0.04% | −3,366−21.3% | Reduced |
| Forum Financial Management, LP | 12,516 | $626.3K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,575 | $629.2K | 0.02% | +2,766+28.2% | Added |
| Bridgefront Capital, LLC | 13,085 | $654.8K | 0.35% | +13,085 | New |
| Rockefeller Capital Management L.P. | 13,093 | $655.2K | 0.00% | −211−1.6% | Reduced |
| Signaturefd, LLC | 13,157 | $658.4K | 0.02% | −559−4.1% | Reduced |
| Wolverine Trading, LLC | 13,440 | $664.9K | 0.01% | +13,440 | New |
| Guggenheim Capital LLC | 13,332 | $667.1K | 0.01% | +1,476+12.4% | Added |
| Equitable Holdings, Inc. | 13,440 | $672.5K | 0.01% | −385−2.8% | Reduced |
| Capital Fund Management S.A. | 14,095 | $705.3K | 0.01% | +592+4.4% | Added |
| Janney Montgomery Scott LLC | 14,381 | $720.0K | 0.00% | +14,381 | New |
| Vise Technologies, Inc. | 14,511 | $726.1K | 0.18% | +3,033+26.4% | Added |
| Bowen Hanes & Co Inc | 14,567 | $728.9K | 0.02% | −4,314−22.8% | Reduced |
| Ravenstone Capital Management Inc. | 14,566 | $729.3K | 0.57% | −940−6.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,661 | $733.7K | 0.14% | +881+6.4% | Added |
| Bessemer Group Inc | 14,689 | $735.0K | 0.00% | +170+1.2% | Added |
| Texas Yale Capital Corp. | 14,713 | $736.2K | 0.03% | +892+6.5% | Added |
| The PNC Financial Services Group, Inc. | 14,959 | $748.5K | 0.00% | +1,180+8.6% | Added |
| Bogart Wealth, LLC | 15,006 | $750.9K | 0.05% | −114−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 15,211 | $761.2K | 0.07% | −49−0.3% | Reduced |
| Pinnacle Associates Ltd | 15,300 | $765.6K | 0.01% | −200−1.3% | Reduced |
| Truadvice, LLC | 16,173 | $772.3K | 0.28% | +7,543+87.4% | Added |
| Elequin Capital LP | 15,692 | $785.2K | 0.40% | +15,692 | New |
| Pacifica Partners Inc. | 16,130 | $787.3K | 0.45% | −210−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 16,042 | $802.5K | 0.00% | −5,234−24.6% | Reduced |
| Victory Capital Management Inc | 16,292 | $815.3K | 0.00% | −3,491−17.6% | Reduced |