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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 4,294 | $201.3K | 0.00% | −94−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,410 | $201.1K | 0.01% | −6,891−61.0% | Reduced |
| Prudential Financial Inc | 4,464 | $201.0K | 0.00% | −1,052−19.1% | Reduced |
| Tompkins Financial Corp | 4,300 | $196.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,347 | $195.7K | 0.00% | +4,347 | New |
| Proequities, Inc. | 4,151 | $189.2K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $188.8K | 0.13% | 00.0% | Unchanged |
| First Manhattan Co | 4,000 | $182.4K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,915 | $178.5K | 0.04% | +3,915 | New |
| JJJ Advisors Inc. | 3,827 | $174.5K | 0.05% | −248−6.1% | Reduced |
| CWM, LLC | 3,655 | $167.0K | 0.00% | +1,384+60.9% | Added |
| Brown Brothers Harriman & Co | 3,636 | $165.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $159.6K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 3,300 | $150.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,091 | $140.9K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 2,895 | $132.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,811 | $128.2K | 0.00% | −477−14.5% | Reduced |
| Hexagon Capital Partners LLC | 2,770 | $126.3K | 0.03% | +326+13.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,609 | $119.0K | 0.00% | +42+1.6% | Added |
| Lindbrook Capital, LLC | 2,574 | $117.3K | 0.01% | +728+39.4% | Added |
| Harbour Investments, Inc. | 2,550 | $116.3K | 0.01% | +487+23.6% | Added |
| JCIC Asset Management Inc. | 2,570 | $115.2K | 0.06% | 00.0% | Unchanged |
| Tobam | 2,562 | $115.0K | 0.01% | +26+1.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,524 | $113.7K | 0.00% | 00.0% | Unchanged |
| Motco | 2,491 | $113.6K | 0.01% | +2,281+1,086.2% | Added |
| International Assets Investment Management, LLC | 51,346 | $110.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,385 | $108.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,201 | $100.3K | 0.01% | −92−4.0% | Reduced |
| Quadrant Capital Group LLC | 2,195 | $100.1K | 0.01% | −1,316−37.5% | Reduced |
| Mondrian Investment Partners LTD | 1,322 | $80.5K | 0.00% | +125+10.4% | Added |
| Delta Asset Management LLC | 1,715 | $78.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,563 | $71.3K | 0.03% | −109−6.5% | Reduced |
| NBC Securities, Inc. | 1,488 | $67.0K | 0.01% | +1,488 | New |
| Umb Bank N A | 1,162 | $53.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,137 | $51.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,054 | $48.1K | 0.01% | +123+13.2% | Added |
| Whittier Trust Co | 1,000 | $45.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 927 | $42.3K | 0.00% | +927 | New |
| EverSource Wealth Advisors, LLC | 919 | $41.9K | 0.00% | +529+135.6% | Added |
| Steward Partners Investment Advisory, LLC | 886 | $40.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $34.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 784 | $33.7K | 0.00% | −761−49.3% | Reduced |
| Pinnacle Bancorp, Inc. | 735 | $33.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 730 | $33.3K | 0.00% | −120−14.1% | Reduced |
| 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 |
| Princeton Global Asset Management LLC | 650 | $29.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $29.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $28.4K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 587 | $26.8K | 0.00% | +32+5.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 525 | $24.0K | 0.00% | 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 |
| Coston, McIsaac & Partners | 501 | $22.0K | 0.01% | 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 |
| Armstrong Advisory Group, Inc | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 402 | $18.0K | 0.00% | +6+1.5% | Added |
| Zions Bancorporation, N.A. | 345 | $15.7K | 0.00% | +8+2.4% | Added |
| Asset Dedication, LLC | 331 | $15.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.2K | 0.00% | +245 | New |
| Earnest Partners LLC | 161 | $9.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $9.71K | 0.00% | −119−35.8% | Reduced |
| Retirement Group, LLC | 211 | $9.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 193 | $8.80K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 156 | $7.11K | 0.00% | −4−2.5% | Reduced |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 172 | $6.96K | 0.00% | +172 | New |
| Assetmark, Inc | 150 | $6.84K | 0.00% | +150 | New |
| Allworth Financial LP | 138 | $6.29K | 0.00% | −146−51.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 138 | $6.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 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 |
| Coppell Advisory Solutions LLC | 89 | $4.36K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 80 | $3.65K | 0.00% | +32+66.7% | Added |
| 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 |
| Archer Investment Corp | 37 | $1.69K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $912 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $866 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $638 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $411 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 4,000 | – | – | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −2,500,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −353,898−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −261,629−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −100,198−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,368−100.0% | Sold out |