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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 14,381 | $720.0K | 0.00% | +14,381 | New |
| Capital Fund Management S.A. | 14,095 | $705.3K | 0.01% | +592+4.4% | Added |
| Equitable Holdings, Inc. | 13,440 | $672.5K | 0.01% | −385−2.8% | Reduced |
| Guggenheim Capital LLC | 13,332 | $667.1K | 0.01% | +1,476+12.4% | Added |
| Wolverine Trading, LLC | 13,440 | $664.9K | 0.01% | +13,440 | New |
| Signaturefd, LLC | 13,157 | $658.4K | 0.02% | −559−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 13,093 | $655.2K | 0.00% | −211−1.6% | Reduced |
| Bridgefront Capital, LLC | 13,085 | $654.8K | 0.35% | +13,085 | New |
| JustInvest LLC | 12,575 | $629.2K | 0.02% | +2,766+28.2% | Added |
| Forum Financial Management, LP | 12,516 | $626.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,450 | $623.0K | 0.04% | −3,366−21.3% | Reduced |
| Callahan Advisors, LLC | 12,270 | $614.0K | 0.07% | −15,025−55.0% | Reduced |
| Quantinno Capital Management LP | 12,126 | $607.0K | 0.03% | −1,154−8.7% | Reduced |
| Truist Financial Corp | 12,123 | $606.6K | 0.00% | +741+6.5% | Added |
| Walleye Capital LLC | 12,046 | $602.8K | 0.01% | +12,046 | New |
| Y-Intercept (Hong Kong) Ltd | 12,044 | $602.7K | 0.06% | +6,396+113.2% | Added |
| Power Corp of Canada | 11,623 | $581.4K | 0.06% | +600+5.4% | Added |
| Envestnet Asset Management Inc | 11,560 | $578.5K | 0.00% | +1,835+18.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,301 | $566.0K | 0.03% | −768−6.4% | Reduced |
| Perpetual Ltd | 11,293 | $564.9K | 0.00% | −10,626−48.5% | Reduced |
| Geneos Wealth Management Inc. | 11,238 | $562.3K | 0.03% | +8,995+401.0% | Added |
| Horizon Investments, LLC | 11,367 | $559.7K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,719 | $536.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,646 | $532.7K | 0.00% | +10,646 | New |
| Lee Financial Group Hawaii, Inc. | 10,564 | $528.6K | 0.48% | +6,229+143.7% | Added |
| BNP Paribas Arbitrage, SA | 10,556 | $528.2K | 0.00% | +3,530+50.2% | Added |
| Merit Financial Group, LLC | 10,442 | $522.5K | 0.02% | −97−0.9% | Reduced |
| Ruggaard & Associates LLC | 10,280 | $514.4K | 0.30% | +300+3.0% | Added |
| Cresset Asset Management, LLC | 10,032 | $502.0K | 0.00% | +10,032 | New |
| Pacer Advisors, Inc. | 10,016 | $501.2K | 0.00% | +806+8.8% | Added |
| Vontobel Holding Ltd. | 9,839 | $492.2K | 0.00% | −38−0.4% | Reduced |
| Ieq Capital, LLC | 9,663 | $483.5K | 0.01% | −2,891−23.0% | Reduced |
| Cubist Systematic Strategies, LLC | 9,556 | $478.4K | 0.01% | +9,556 | New |
| Evergreen Capital Management LLC | 9,432 | $472.0K | 0.02% | +1,734+22.5% | Added |
| First National Trust Co | 9,351 | $467.9K | 0.02% | −200−2.1% | Reduced |
| Blair William & Co | 8,891 | $444.9K | 0.00% | −105−1.2% | Reduced |
| Silverlake Wealth Management LLC | 8,415 | $421.1K | 0.23% | +6+0.1% | Added |
| Sequoia Financial Advisors, LLC | 8,157 | $408.2K | 0.01% | −721−8.1% | Reduced |
| First Affirmative Financial Network | 7,913 | $396.0K | 0.40% | +2,879+57.2% | Added |
| John G Ullman & Associates Inc | 7,900 | $395.3K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,720 | $386.3K | 0.01% | +7,720 | New |
| Cohen Investment Advisors LLC | 7,669 | $383.8K | 0.31% | +195+2.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $382.8K | 0.11% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 7,635 | $382.4K | 0.16% | +7,635 | New |
| Ridgewood Investments LLC | 7,492 | $374.9K | 0.21% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,479 | $363.1K | 0.00% | +5,479 | New |
| Ritholtz Wealth Management | 7,216 | $361.1K | 0.02% | −65−0.9% | Reduced |
| 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 |
| Cerity Partners LLC | 7,133 | $356.9K | 0.00% | +1,519+27.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,832 | $341.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,800 | $340.3K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,710 | $335.8K | 0.00% | −703−9.5% | Reduced |
| Prospera Financial Services Inc | 6,639 | $332.3K | 0.01% | −386−5.5% | Reduced |
| Veriti Management LLC | 6,587 | $329.6K | 0.04% | −2,572−28.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,498 | $325.2K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,423 | $321.4K | 0.04% | +856+15.4% | Added |
| Hemenway Trust Co LLC | 6,175 | $309.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,010 | $300.7K | 0.02% | −225−3.6% | Reduced |
| Forbes J M & Co LLP | 6,000 | $300.0K | 0.04% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,983 | $299.4K | 0.00% | +136+2.3% | Added |
| West Family Investments, Inc. | 5,964 | $298.4K | 0.12% | +5,964 | New |
| Nwam LLC | 5,532 | $276.8K | 0.02% | +104+1.9% | Added |
| Prudential Financial Inc | 5,516 | $276.0K | 0.00% | +5,516 | New |
| Tower Research Capital LLC (TRC) | 5,497 | $275.1K | 0.01% | +4,904+827.0% | Added |
| Kavar Capital Partners Group, LLC | 5,450 | $272.7K | 0.06% | −50−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 5,371 | $268.8K | 0.02% | +694+14.8% | Added |
| HB Wealth Management, LLC | 5,322 | $266.3K | 0.00% | −16−0.3% | Reduced |
| Ballentine Partners, LLC | 5,176 | $259.0K | 0.01% | +580+12.6% | Added |
| Clarius Group, LLC | 5,160 | $258.2K | 0.02% | +610+13.4% | Added |
| Naples Global Advisors, LLC | 5,045 | $252.5K | 0.03% | −1,550−23.5% | Reduced |
| Sara-Bay Financial | 4,982 | $249.3K | 0.12% | +4,982 | New |
| Magnus Financial Group LLC | 4,916 | $246.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,908 | $245.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,899 | $245.1K | 0.01% | −5,681−53.7% | Reduced |
| Old North State Trust, LLC | 4,872 | $244.0K | 0.18% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,845 | $244.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,866 | $243.5K | 0.01% | +4,866 | New |
| Applied Capital LLC | 4,775 | $238.9K | 0.23% | −100−2.1% | Reduced |
| Cetera Advisor Networks LLC | 4,772 | $238.8K | 0.00% | +214+4.7% | Added |
| Emfo, LLC | 4,700 | $235.2K | 0.21% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,388 | $234.7K | 0.00% | −119−2.6% | Reduced |
| Americana Partners, LLC | 4,623 | $231.3K | 0.03% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 4,473 | $224.0K | 0.02% | +500+12.6% | Added |
| Cetera Investment Advisers | 4,438 | $222.1K | 0.00% | −286−6.1% | Reduced |
| Tompkins Financial Corp | 4,300 | $215.2K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,280 | $214.2K | 0.02% | +47+1.1% | Added |
| Proequities, Inc. | 4,151 | $207.7K | 0.02% | −616−12.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,128 | $206.6K | 0.00% | −50,697−92.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,102 | $205.6K | 0.13% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,100 | $205.2K | 0.22% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,075 | $203.9K | 0.06% | −180−4.2% | Reduced |
| First Manhattan Co | 4,000 | $200.2K | 0.00% | −204−4.9% | Reduced |
| Brown Brothers Harriman & Co | 3,636 | $181.9K | 0.00% | +196+5.7% | Added |
| Quadrant Capital Group LLC | 3,511 | $175.7K | 0.02% | +35+1.0% | Added |
| Investors Research Corp | 3,500 | $175.1K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 3,300 | $165.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,288 | $164.5K | 0.01% | +419+14.6% | Added |
| Cutler Group LP | 3,245 | $162.0K | 0.04% | −1,310−28.8% | Reduced |
| Credit Agricole S A | 3,091 | $154.7K | 0.01% | 00.0% | Unchanged |