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 |
|---|---|---|---|---|---|
| ING Groep NV | 2,895 | $144.9K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2,570 | $128.6K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,567 | $128.5K | 0.00% | −108−4.0% | Reduced |
| Tobam | 2,536 | $127.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,524 | $126.4K | 0.01% | −13,008−83.7% | Reduced |
| Hexagon Capital Partners LLC | 2,444 | $122.3K | 0.03% | +794+48.1% | Added |
| Farmers & Merchants Investments Inc | 2,385 | $119.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 51,346 | $116.9K | 0.02% | +51,346 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,293 | $114.7K | 0.01% | +12+0.5% | Added |
| CWM, LLC | 2,271 | $114.0K | 0.00% | +894+64.9% | Added |
| Harbour Investments, Inc. | 2,063 | $103.2K | 0.01% | −38−1.8% | Reduced |
| Fifth Third Bancorp | 1,854 | $92.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,846 | $92.4K | 0.01% | +656+55.1% | Added |
| Achmea Investment Management B.V. | 1,721 | $86.0K | 0.00% | −841−32.8% | Reduced |
| Delta Asset Management LLC | 1,715 | $85.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,672 | $83.7K | 0.04% | −872−34.3% | Reduced |
| Global Retirement Partners, LLC | 1,545 | $77.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,214 | $60.7K | 0.01% | +2+0.2% | Added |
| Mondrian Investment Partners LTD | 1,197 | $60.0K | 0.00% | +13+1.1% | Added |
| Umb Bank N A | 1,162 | $58.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $56.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 931 | $46.6K | 0.01% | +20+2.2% | Added |
| BDO Wealth Advisors, LLC | 903 | $45.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 886 | $44.3K | 0.00% | +50+6.0% | Added |
| Massmutual Trust Co FSB | 850 | $42.5K | 0.00% | −59−6.5% | Reduced |
| AdvisorNet Financial, Inc | 844 | $42.2K | 0.00% | −6−0.7% | Reduced |
| McMillion Capital Management Inc | 840 | $42.0K | 0.04% | +840 | New |
| Clearstead Advisors, LLC | 750 | $37.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $36.8K | 0.01% | 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 |
| Princeton Global Asset Management LLC | 650 | $32.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $32.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $31.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $31.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 555 | $27.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | 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 |
| Armstrong Advisory Group, Inc | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 396 | $20.0K | 0.00% | +6+1.5% | Added |
| EverSource Wealth Advisors, LLC | 390 | $19.5K | 0.00% | +86+28.3% | Added |
| BerganKDV Wealth Management, LLC | 372 | $18.6K | 0.00% | +6+1.6% | Added |
| WealthPlan Investment Management, LLC | 355 | $17.8K | 0.01% | +355 | New |
| Asset Dedication, LLC | 331 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 337 | $16.9K | 0.00% | −84−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 332 | $16.6K | 0.00% | +64+23.9% | 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 |
| Allworth Financial LP | 284 | $14.2K | 0.00% | +14+5.2% | Added |
| Trust Co of Vermont | 250 | $12.5K | 0.00% | −60−19.4% | Reduced |
| Retirement Group, LLC | 211 | $10.6K | 0.00% | 00.0% | Unchanged |
| Motco | 210 | $10.5K | 0.00% | +210 | New |
| Caldwell Trust Co | 193 | $9.66K | 0.00% | −6−3.0% | Reduced |
| Earnest Partners LLC | 161 | $8.06K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 160 | $8.01K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.91K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 129 | $6.46K | 0.00% | +129 | New |
| Lipe & Dalton | 125 | $6.00K | 0.00% | −450−78.3% | Reduced |
| Allianz Asset Management GmbH | 108,168 | $5.42K | 0.00% | −91−0.1% | Reduced |
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $4.40K | 0.00% | +89 | New |
| 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 |
| Bell Investment Advisors, Inc | 48 | $2.40K | 0.00% | −80−62.5% | Reduced |
| Archer Investment Corp | 37 | $1.85K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $1.50K | 0.00% | +30 | New |
| CVA Family Office, LLC | 28 | $1.40K | 0.00% | +28 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $701 | 0.00% | +14 | New |
| DecisionPoint Financial, LLC | 9 | $451 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 4,000 | – | – | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −218,170−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −283,019−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −140,939−100.0% | Sold out |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −170,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −108,346−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −83,610−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −51,671−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −28,215−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −25,716−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,840−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −19,916−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,371−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −11,153−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −10,295−100.0% | Sold out |