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, Q3 2023
Institutional positions in Bank of Nova Scotia as of Sep 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
- 395
- +15 vs. Q2 2023
- Shares held
- 535.5M
- −6.62M (−1.2%) vs. Q2 2023
- Total value
- $24.5B
- −$2.74B (−10.0%) vs. Q2 2023
- New holders
- 48
- 119 more added
- Sold out
- 33
- 141 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $45 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $411 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $638 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $866 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $912 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $1.69K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $3.65K | 0.00% | +32+66.7% | Added |
| Ronald Blue Trust, Inc. | 72 | $4.00K | 0.00% | −343−82.7% | Reduced |
| Penserra Capital Management LLC | 99 | $4.00K | 0.00% | +33+50.0% | Added |
| Coppell Advisory Solutions LLC | 89 | $4.36K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $4.56K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.56K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $4.56K | 0.00% | +100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 138 | $6.29K | 0.00% | −146−51.4% | Reduced |
| Assetmark, Inc | 150 | $6.84K | 0.00% | +150 | New |
| Bokf, NA | 172 | $6.96K | 0.00% | +172 | New |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 156 | $7.11K | 0.00% | −4−2.5% | Reduced |
| Caldwell Trust Co | 193 | $8.80K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 211 | $9.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $9.71K | 0.00% | −119−35.8% | Reduced |
| Earnest Partners LLC | 161 | $9.80K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.2K | 0.00% | +245 | New |
| Trust Co of Vermont | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 331 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 345 | $15.7K | 0.00% | +8+2.4% | Added |
| Capital Analysts, LLC | 402 | $18.0K | 0.00% | +6+1.5% | Added |
| Armstrong Advisory Group, Inc | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $22.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 500 | $22.8K | 0.00% | −1,354−73.0% | Reduced |
| Central Trust Co | 500 | $22.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 587 | $26.8K | 0.00% | +32+5.8% | Added |
| Hall Laurie J Trustee | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $28.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $29.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $29.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $31.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $31.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 730 | $33.3K | 0.00% | −120−14.1% | Reduced |
| Pinnacle Bancorp, Inc. | 735 | $33.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 784 | $33.7K | 0.00% | −761−49.3% | Reduced |
| Clearstead Advisors, LLC | 750 | $34.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 886 | $40.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 919 | $41.9K | 0.00% | +529+135.6% | Added |
| Quantbot Technologies LP | 927 | $42.3K | 0.00% | +927 | New |
| Whittier Trust Co | 1,000 | $45.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,054 | $48.1K | 0.01% | +123+13.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,137 | $51.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,162 | $53.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,488 | $67.0K | 0.01% | +1,488 | New |
| Addison Advisors LLC | 1,563 | $71.3K | 0.03% | −109−6.5% | Reduced |
| Delta Asset Management LLC | 1,715 | $78.2K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,322 | $80.5K | 0.00% | +125+10.4% | Added |
| Quadrant Capital Group LLC | 2,195 | $100.1K | 0.01% | −1,316−37.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,201 | $100.3K | 0.01% | −92−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 2,385 | $108.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 51,346 | $110.8K | 0.02% | 00.0% | Unchanged |
| Motco | 2,491 | $113.6K | 0.01% | +2,281+1,086.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,524 | $113.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,562 | $115.0K | 0.01% | +26+1.0% | Added |
| JCIC Asset Management Inc. | 2,570 | $115.2K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,550 | $116.3K | 0.01% | +487+23.6% | Added |
| Lindbrook Capital, LLC | 2,574 | $117.3K | 0.01% | +728+39.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,609 | $119.0K | 0.00% | +42+1.6% | Added |
| Hexagon Capital Partners LLC | 2,770 | $126.3K | 0.03% | +326+13.3% | Added |
| Parallel Advisors, LLC | 2,811 | $128.2K | 0.00% | −477−14.5% | Reduced |
| ING Groep NV | 2,895 | $132.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $140.9K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 3,300 | $150.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $159.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,636 | $165.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,655 | $167.0K | 0.00% | +1,384+60.9% | Added |
| JJJ Advisors Inc. | 3,827 | $174.5K | 0.05% | −248−6.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,915 | $178.5K | 0.04% | +3,915 | New |
| First Manhattan Co | 4,000 | $182.4K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $188.8K | 0.13% | 00.0% | Unchanged |
| Proequities, Inc. | 4,151 | $189.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,347 | $195.7K | 0.00% | +4,347 | New |
| Tompkins Financial Corp | 4,300 | $196.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,464 | $201.0K | 0.00% | −1,052−19.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,410 | $201.1K | 0.01% | −6,891−61.0% | Reduced |
| Pathstone Family Office, LLC | 4,294 | $201.3K | 0.00% | −94−2.1% | Reduced |
| Cetera Investment Advisers | 4,433 | $202.1K | 0.00% | −5−0.1% | Reduced |
| State of Wyoming | 4,600 | $207.1K | 0.04% | +4,600 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,628 | $207.3K | 0.00% | +500+12.1% | Added |
| World Equity Group, Inc. | 4,572 | $208.4K | 0.04% | +4,572 | New |
| HB Wealth Management, LLC | 4,677 | $213.2K | 0.00% | −645−12.1% | Reduced |
| Emfo, LLC | 4,700 | $214.3K | 0.20% | 00.0% | Unchanged |