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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,453 | $168.0K | 0.00% | −202−5.5% | Reduced |
| JJJ Advisors Inc. | 3,415 | $166.3K | 0.04% | −412−10.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,409 | $166.0K | 0.00% | +800+30.7% | Added |
| LSV Asset Management | 3,300 | $161.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,301 | $160.7K | 0.01% | −850−20.5% | Reduced |
| Brown Brothers Harriman & Co | 3,296 | $160.5K | 0.00% | −340−9.4% | Reduced |
| SG Americas Securities, LLC | 3,074 | $150.0K | 0.00% | −12,290−80.0% | Reduced |
| Addison Advisors LLC | 2,948 | $143.5K | 0.06% | +1,385+88.6% | Added |
| Investors Research Corp | 2,800 | $136.3K | 0.03% | −700−20.0% | Reduced |
| Tobam | 2,759 | $135.0K | 0.01% | +197+7.7% | Added |
| JCIC Asset Management Inc. | 2,642 | $128.7K | 0.06% | +72+2.8% | Added |
| Harbour Investments, Inc. | 2,575 | $125.4K | 0.01% | +25+1.0% | Added |
| International Assets Investment Management, LLC | 51,346 | $115.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,190 | $106.6K | 0.00% | −621−22.1% | Reduced |
| Quadrant Capital Group LLC | 2,025 | $98.6K | 0.01% | −170−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $97.4K | 0.00% | −385−16.1% | Reduced |
| Mondrian Investment Partners LTD | 1,340 | $86.4K | 0.00% | +18+1.4% | Added |
| Lindbrook Capital, LLC | 1,745 | $85.0K | 0.01% | −829−32.2% | Reduced |
| Delta Asset Management LLC | 1,715 | $83.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $63.3K | 0.01% | −3,000−69.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,130 | $55.3K | 0.00% | −3,217−74.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,094 | $53.3K | 0.00% | −8,655−88.8% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $48.7K | 0.00% | +250+33.3% | Added |
| Whittier Trust Co | 1,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 948 | $46.2K | 0.00% | +361+61.5% | Added |
| Fifth Third Bancorp | 858 | $41.8K | 0.00% | +358+71.6% | Added |
| EverSource Wealth Advisors, LLC | 794 | $38.7K | 0.00% | −125−13.6% | Reduced |
| Massmutual Trust Co FSB | 741 | $36.1K | 0.00% | +11+1.5% | Added |
| Pinnacle Bancorp, Inc. | 735 | $35.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 686 | $33.4K | 0.00% | −200−22.6% | Reduced |
| Princeton Global Asset Management LLC | 650 | $31.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $30.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 605 | $29.5K | 0.00% | −449−42.6% | Reduced |
| Hall Laurie J Trustee | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $24.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $24.0K | 0.01% | 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 |
| Armstrong Advisory Group, Inc | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 392 | $18.2K | 0.00% | −392−50.0% | Reduced |
| Zions Bancorporation, N.A. | 370 | $18.0K | 0.00% | +25+7.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $18.0K | 0.01% | +370 | New |
| BOK Financial Private Wealth, Inc. | 345 | $16.8K | 0.00% | +345 | New |
| Bruce G. Allen Investments, LLC | 343 | $16.7K | 0.02% | +343 | New |
| Optiver Holding B.V. | 337 | $16.4K | 0.00% | +337 | New |
| Front Row Advisors LLC | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 299 | $14.0K | 0.01% | +299 | New |
| Geneos Wealth Management Inc. | 272 | $13.2K | 0.00% | −10,379−97.4% | Reduced |
| Rothschild Investment LLC | 250 | $12.2K | 0.00% | +250 | New |
| JFS Wealth Advisors, LLC | 242 | $11.8K | 0.00% | +29+13.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 211 | $10.3K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $10.0K | 0.00% | +200 | New |
| West Oak Capital, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Bokf, NA | 172 | $8.37K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | −1,318−88.6% | Reduced |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.72K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $6.00K | 0.00% | +125 | New |
| CVA Family Office, LLC | 115 | $5.60K | 0.00% | +115 | New |
| Allworth Financial LP | 107 | $5.21K | 0.00% | −31−22.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $4.97K | 0.00% | +22+27.5% | Added |
| 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 |
| Caldwell Trust Co | 98 | $4.77K | 0.00% | −95−49.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 90 | $4.38K | 0.00% | +90 | New |
| Coppell Advisory Solutions LLC | 89 | $4.33K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 71 | $3.46K | 0.00% | +71 | New |
| Exchange Traded Concepts, LLC | 70 | $3.41K | 0.00% | −86−55.1% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $2.87K | 0.00% | +59 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $2.38K | 0.00% | −2,152−97.8% | Reduced |
| 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 |
| ICA Group Wealth Management, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Archer Investment Corp | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 31 | $1.51K | 0.00% | +31 | New |
| Gradient Investments LLC | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $828 | 0.00% | +17 | New |
| Caldwell Sutter Capital, Inc. | 14 | $682 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $439 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,700,000−100.0% | Sold out |
| Galibier Capital Management Ltd. | 0 | $0 | 0.00% | −507,302−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −384,872−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −121,538−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −82,329−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,752−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −18,846−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,688−100.0% | Sold out |