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, Q4 2023
Institutional positions in Bank of Nova Scotia as of Dec 31, 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
- 390
- +1 vs. Q3 2023
- Shares held
- 541.0M
- +5.63M (+1.1%) vs. Q3 2023
- Total value
- $26.4B
- +$1.87B (+7.6%) vs. Q3 2023
- New holders
- 46
- 132 more added
- Sold out
- 45
- 153 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $439 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $682 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $828 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 20 | $974 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 31 | $1.51K | 0.00% | +31 | New |
| Archer Investment Corp | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Ronald Blue Trust, Inc. | 43 | $2.00K | 0.00% | −29−40.3% | Reduced |
| Daiwa Securities Group Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $2.38K | 0.00% | −2,152−97.8% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $2.87K | 0.00% | +59 | New |
| Exchange Traded Concepts, LLC | 70 | $3.41K | 0.00% | −86−55.1% | Reduced |
| Cape Investment Advisory, Inc. | 71 | $3.46K | 0.00% | +71 | New |
| Penserra Capital Management LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $4.33K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $4.38K | 0.00% | +90 | New |
| Caldwell Trust Co | 98 | $4.77K | 0.00% | −95−49.2% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $4.97K | 0.00% | +22+27.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $5.21K | 0.00% | −31−22.5% | Reduced |
| CVA Family Office, LLC | 115 | $5.60K | 0.00% | +115 | New |
| Lipe & Dalton | 125 | $6.00K | 0.00% | +125 | New |
| Newbridge Financial Services Group, Inc. | 138 | $6.72K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | −1,318−88.6% | Reduced |
| Bokf, NA | 172 | $8.37K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $9.00K | 0.00% | +200 | New |
| FSA Wealth Management LLC | 200 | $10.0K | 0.00% | +200 | New |
| Retirement Group, LLC | 211 | $10.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 242 | $11.8K | 0.00% | +29+13.6% | Added |
| Rothschild Investment LLC | 250 | $12.2K | 0.00% | +250 | New |
| Geneos Wealth Management Inc. | 272 | $13.2K | 0.00% | −10,379−97.4% | Reduced |
| EdgeRock Capital LLC | 299 | $14.0K | 0.01% | +299 | New |
| Front Row Advisors LLC | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 337 | $16.4K | 0.00% | +337 | New |
| Bruce G. Allen Investments, LLC | 343 | $16.7K | 0.02% | +343 | New |
| BOK Financial Private Wealth, Inc. | 345 | $16.8K | 0.00% | +345 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $18.0K | 0.01% | +370 | New |
| Zions Bancorporation, N.A. | 370 | $18.0K | 0.00% | +25+7.2% | Added |
| Global Retirement Partners, LLC | 392 | $18.2K | 0.00% | −392−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 409 | $20.0K | 0.00% | +7+1.7% | Added |
| Coston, McIsaac & Partners | 501 | $24.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $24.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 605 | $29.5K | 0.00% | −449−42.6% | Reduced |
| Spire Wealth Management | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $30.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $31.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 686 | $33.4K | 0.00% | −200−22.6% | Reduced |
| Umb Bank N A | 700 | $34.1K | 0.00% | −462−39.8% | Reduced |
| North Star Investment Management Corp. | 700 | $34.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $34.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $35.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 741 | $36.1K | 0.00% | +11+1.5% | Added |
| EverSource Wealth Advisors, LLC | 794 | $38.7K | 0.00% | −125−13.6% | Reduced |
| Fifth Third Bancorp | 858 | $41.8K | 0.00% | +358+71.6% | Added |
| Farther Finance Advisors, LLC | 948 | $46.2K | 0.00% | +361+61.5% | Added |
| Whittier Trust Co | 1,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $48.7K | 0.00% | +250+33.3% | Added |
| Tower Research Capital LLC (TRC) | 1,094 | $53.3K | 0.00% | −8,655−88.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,130 | $55.3K | 0.00% | −3,217−74.0% | Reduced |
| Tompkins Financial Corp | 1,300 | $63.3K | 0.01% | −3,000−69.8% | Reduced |
| Delta Asset Management LLC | 1,715 | $83.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,745 | $85.0K | 0.01% | −829−32.2% | Reduced |
| Mondrian Investment Partners LTD | 1,340 | $86.4K | 0.00% | +18+1.4% | Added |
| Farmers & Merchants Investments Inc | 2,000 | $97.4K | 0.00% | −385−16.1% | Reduced |
| Quadrant Capital Group LLC | 2,025 | $98.6K | 0.01% | −170−7.7% | Reduced |
| Parallel Advisors, LLC | 2,190 | $106.6K | 0.00% | −621−22.1% | Reduced |
| International Assets Investment Management, LLC | 51,346 | $115.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,575 | $125.4K | 0.01% | +25+1.0% | Added |
| JCIC Asset Management Inc. | 2,642 | $128.7K | 0.06% | +72+2.8% | Added |
| Tobam | 2,759 | $135.0K | 0.01% | +197+7.7% | Added |
| Investors Research Corp | 2,800 | $136.3K | 0.03% | −700−20.0% | Reduced |
| Addison Advisors LLC | 2,948 | $143.5K | 0.06% | +1,385+88.6% | Added |
| SG Americas Securities, LLC | 3,074 | $150.0K | 0.00% | −12,290−80.0% | Reduced |
| Brown Brothers Harriman & Co | 3,296 | $160.5K | 0.00% | −340−9.4% | Reduced |
| Proequities, Inc. | 3,301 | $160.7K | 0.01% | −850−20.5% | Reduced |
| LSV Asset Management | 3,300 | $161.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,409 | $166.0K | 0.00% | +800+30.7% | Added |
| JJJ Advisors Inc. | 3,415 | $166.3K | 0.04% | −412−10.8% | Reduced |
| CWM, LLC | 3,453 | $168.0K | 0.00% | −202−5.5% | Reduced |
| Credit Agricole S A | 3,536 | $172.2K | 0.00% | +445+14.4% | Added |
| Jamison Private Wealth Management, Inc. | 3,765 | $183.3K | 0.03% | −150−3.8% | Reduced |
| Hexagon Capital Partners LLC | 3,986 | $194.1K | 0.05% | +1,216+43.9% | Added |
| First Manhattan Co | 4,000 | $194.8K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,102 | $200.1K | 0.10% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,116 | $200.4K | 0.11% | +4,116 | New |
| Baskin Financial Services Inc. | 4,140 | $201.0K | 0.02% | −933−18.4% | Reduced |
| Callahan Advisors, LLC | 4,230 | $206.0K | 0.02% | −5,820−57.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,356 | $212.1K | 0.01% | −54−1.2% | Reduced |
| Massachusetts Financial Services Co | 4,573 | $222.7K | 0.00% | +4,573 | New |