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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 4,715 | $215.0K | 0.21% | −60−1.3% | Reduced |
| Nwam LLC | 4,830 | $220.2K | 0.02% | −702−12.7% | Reduced |
| Cetera Advisor Networks LLC | 4,839 | $220.6K | 0.00% | +67+1.4% | Added |
| Kestra Private Wealth Services, LLC | 4,852 | $221.2K | 0.01% | −47−1.0% | Reduced |
| Venture Visionary Partners LLC | 4,866 | $221.8K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,872 | $222.0K | 0.17% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,889 | $222.9K | 0.01% | −2,327−32.2% | Reduced |
| Magnus Financial Group LLC | 4,916 | $224.1K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 4,925 | $225.0K | 0.01% | +4,925 | New |
| Cerity Partners LLC | 4,962 | $226.2K | 0.00% | −2,171−30.4% | Reduced |
| Baskin Financial Services Inc. | 5,073 | $227.0K | 0.02% | +600+13.4% | Added |
| Sara-Bay Financial | 4,982 | $227.1K | 0.12% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 5,050 | $230.2K | 0.05% | −400−7.3% | Reduced |
| Ballentine Partners, LLC | 5,074 | $231.3K | 0.01% | −102−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,108 | $232.9K | 0.00% | +200+4.1% | Added |
| Mercer Global Advisors Inc | 5,375 | $245.0K | 0.00% | +5,375 | New |
| Mirabella Financial Services LLP | 5,564 | $249.5K | 0.04% | +5,564 | New |
| Prospera Financial Services Inc | 5,652 | $257.8K | 0.01% | −987−14.9% | Reduced |
| Brinker Capital Investments, LLC | 5,731 | $261.3K | 0.00% | −1,460−20.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,731 | $261.3K | 0.00% | −1,460−20.3% | Reduced |
| Moors & Cabot, Inc. | 5,760 | $262.6K | 0.02% | −250−4.2% | Reduced |
| Mission Wealth Management, LP | 5,800 | $264.4K | 0.01% | +5,800 | New |
| PDS Planning, Inc | 5,891 | $268.6K | 0.03% | −532−8.3% | Reduced |
| Capital World Investors | 6,022 | $269.9K | 0.00% | +6,022 | New |
| Forbes J M & Co LLP | 6,000 | $273.5K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,016 | $274.3K | 0.03% | +645+12.0% | Added |
| Hemenway Trust Co LLC | 6,175 | $281.5K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 7,017 | $283.4K | 0.03% | +7,017 | New |
| Dynamic Advisor Solutions LLC | 6,376 | $290.7K | 0.01% | +6,376 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,384 | $291.0K | 0.05% | −114−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,440 | $293.6K | 0.00% | −270−4.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,488 | $295.8K | 0.01% | −1,669−20.5% | Reduced |
| Veriti Management LLC | 6,619 | $301.8K | 0.03% | +32+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 6,832 | $311.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,241 | $319.1K | 0.00% | −238−4.3% | Reduced |
| Envestnet Asset Management Inc | 7,370 | $336.0K | 0.00% | −4,190−36.2% | Reduced |
| Two Sigma Securities, LLC | 7,400 | $337.4K | 0.02% | +7,400 | New |
| 1620 Investment Advisors, Inc. | 7,432 | $338.8K | 0.39% | +7,432 | New |
| Cohen Investment Advisors LLC | 7,481 | $341.1K | 0.27% | −188−2.5% | Reduced |
| Ridgewood Investments LLC | 7,492 | $341.6K | 0.22% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $348.8K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,787 | $355.0K | 0.00% | −2,245−22.4% | Reduced |
| John G Ullman & Associates Inc | 7,900 | $360.2K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,338 | $380.1K | 0.00% | −9,107−52.2% | Reduced |
| Silverlake Wealth Management LLC | 8,421 | $383.9K | 0.22% | +6+0.1% | Added |
| Guggenheim Capital LLC | 8,549 | $389.7K | 0.00% | −4,783−35.9% | Reduced |
| Sigma Planning Corp | 8,584 | $391.4K | 0.01% | +8,584 | New |
| Gulf International Bank (UK) Ltd | 8,919 | $399.0K | 0.01% | −1,800−16.8% | Reduced |
| Syon Capital LLC | 8,916 | $406.5K | 0.05% | +8,916 | New |
| First National Trust Co | 9,318 | $424.8K | 0.02% | −33−0.4% | Reduced |
| Captrust Financial Advisors | 9,494 | $432.8K | 0.00% | +9,494 | New |
| Ruggaard & Associates LLC | 9,580 | $436.8K | 0.26% | −700−6.8% | Reduced |
| Ieq Capital, LLC | 9,663 | $440.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,749 | $444.5K | 0.01% | +4,252+77.4% | Added |
| Bayesian Capital Management, LP | 9,800 | $446.8K | 0.05% | +9,800 | New |
| First Affirmative Financial Network | 10,004 | $456.1K | 0.45% | +2,091+26.4% | Added |
| Callahan Advisors, LLC | 10,050 | $458.2K | 0.06% | −2,220−18.1% | Reduced |
| Blair William & Co | 10,288 | $469.0K | 0.00% | +1,397+15.7% | Added |
| Lee Financial Group Hawaii, Inc. | 10,574 | $482.1K | 0.44% | +10+0.1% | Added |
| Merit Financial Group, LLC | 10,613 | $483.8K | 0.02% | +171+1.6% | Added |
| Geneos Wealth Management Inc. | 10,651 | $485.6K | 0.03% | −587−5.2% | Reduced |
| First Republic Investment Management, Inc. | 10,725 | $489.0K | 0.00% | +10,725 | New |
| Cubist Systematic Strategies, LLC | 10,814 | $493.0K | 0.01% | +1,258+13.2% | Added |
| Pacer Advisors, Inc. | 10,990 | $501.0K | 0.00% | +974+9.7% | Added |
| Rhumbline Advisers | 11,010 | $501.9K | 0.00% | +364+3.4% | Added |
| Horizon Investments, LLC | 11,367 | $509.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,533 | $526.0K | 0.00% | −2,848−19.8% | Reduced |
| Equitable Holdings, Inc. | 11,643 | $530.8K | 0.01% | −1,797−13.4% | Reduced |
| Power Corp of Canada | 11,811 | $533.0K | 0.03% | +188+1.6% | Added |
| Truist Financial Corp | 11,738 | $535.1K | 0.00% | −385−3.2% | Reduced |
| Wolverine Trading, LLC | 11,809 | $538.4K | 0.01% | −1,631−12.1% | Reduced |
| Verition Fund Management LLC | 12,283 | $560.0K | 0.01% | +12,283 | New |
| MQS Management LLC | 12,290 | $560.3K | 0.34% | +12,290 | New |
| Forum Financial Management, LP | 12,516 | $570.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 12,619 | $575.3K | 0.01% | +12,619 | New |
| Rockefeller Capital Management L.P. | 12,688 | $578.5K | 0.00% | −405−3.1% | Reduced |
| Evergreen Capital Management LLC | 12,929 | $589.4K | 0.03% | +3,497+37.1% | Added |
| Vise Technologies, Inc. | 13,713 | $625.2K | 0.15% | −798−5.5% | Reduced |
| Cutler Group LP | 13,808 | $629.0K | 0.10% | +10,563+325.5% | Added |
| Ravenstone Capital Management Inc. | 14,566 | $654.9K | 0.54% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,563 | $663.9K | 0.00% | −396−2.6% | Reduced |
| Bowen Hanes & Co Inc | 14,567 | $664.1K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 14,853 | $677.1K | 0.02% | +2,278+18.1% | Added |
| Bogart Wealth, LLC | 14,992 | $683.5K | 0.04% | −14−0.1% | Reduced |
| Bessemer Group Inc | 15,203 | $684.0K | 0.00% | +514+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,127 | $689.6K | 0.00% | +15,127 | New |
| Pinnacle Associates Ltd | 15,300 | $697.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15,417 | $702.9K | 0.14% | +756+5.2% | Added |
| Cornerstone Wealth Management, LLC | 15,438 | $703.8K | 0.07% | +227+1.5% | Added |
| Advisor Partners II, LLC | 15,609 | $711.6K | 0.03% | −2,122−12.0% | Reduced |
| Prudential PLC | 15,921 | $713.6K | 0.01% | +15,921 | New |
| Texas Yale Capital Corp. | 15,917 | $725.7K | 0.03% | +1,204+8.2% | Added |
| Signaturefd, LLC | 15,955 | $727.4K | 0.02% | +2,798+21.3% | Added |
| Victory Capital Management Inc | 16,292 | $742.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 16,641 | $745.9K | 0.14% | +16,641 | New |
| Swiss Life Asset Management Ltd | 16,686 | $751.1K | 0.01% | −376−2.2% | Reduced |
| Advisors Asset Management, Inc. | 16,852 | $768.3K | 0.02% | −437−2.5% | Reduced |
| True Wealth Design, LLC | 17,006 | $775.3K | 0.26% | +17,006 | New |
| Truadvice, LLC | 18,171 | $776.8K | 0.30% | +1,998+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,582 | $802.0K | 0.00% | −117−0.7% | Reduced |