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, Q1 2024
Institutional positions in Bank of Nova Scotia as of Mar 31, 2024. 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
- 399
- +11 vs. Q4 2023
- Shares held
- 560.3M
- +19.5M (+3.6%) vs. Q4 2023
- Total value
- $29.1B
- +$2.72B (+10.3%) vs. Q4 2023
- New holders
- 53
- 170 more added
- Sold out
- 42
- 104 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 9 | $420 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $725 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $932 | 0.00% | −25−58.1% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 36 | $1.75K | 0.00% | +36 | New |
| Archer Investment Corp | 37 | $1.92K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 41 | $2.12K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 47 | $2.25K | 0.00% | +47 | New |
| GWM Advisors LLC | 50 | $2.59K | 0.00% | +19+61.3% | Added |
| Assetmark, Inc | 51 | $2.64K | 0.00% | +51 | New |
| Oliver Lagore Vanvalin Investment Group | 56 | $2.90K | 0.00% | +56 | New |
| Daiwa Securities Group Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $3.42K | 0.00% | +7+11.9% | Added |
| Cape Investment Advisory, Inc. | 71 | $3.68K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $4.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.96K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $6.32K | 0.00% | +20+19.6% | Added |
| Geneos Wealth Management Inc. | 135 | $6.99K | 0.00% | −137−50.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 138 | $7.15K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $10.0K | 0.00% | +200 | New |
| FSA Wealth Management LLC | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $10.4K | 0.00% | +200 | New |
| Retirement Group, LLC | 211 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $12.3K | 0.00% | −4−1.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $12.9K | 0.00% | +250 | New |
| Front Row Advisors LLC | 300 | $15.5K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 300 | $15.5K | 0.01% | +300 | New |
| Allworth Financial LP | 312 | $16.2K | 0.00% | +205+191.6% | Added |
| BOK Financial Private Wealth, Inc. | 351 | $18.1K | 0.00% | +6+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $19.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 391 | $20.2K | 0.00% | +54+16.0% | Added |
| Zions Bancorporation, N.A. | 394 | $20.4K | 0.00% | +24+6.5% | Added |
| Capital Analysts, LLC | 416 | $22.0K | 0.00% | +7+1.7% | Added |
| Richardson Financial Services Inc. | 442 | $22.9K | 0.02% | +442 | New |
| Delta Asset Management LLC | 450 | $23.3K | 0.00% | −1,265−73.8% | Reduced |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 585 | $30.3K | 0.02% | +242+70.6% | Added |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $32.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $33.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $33.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 700 | $36.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $36.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $36.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 747 | $37.6K | 0.00% | −201−21.2% | Reduced |
| Pinnacle Bancorp, Inc. | 735 | $38.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 835 | $43.2K | 0.00% | +149+21.7% | Added |
| Fifth Third Bancorp | 858 | $44.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 892 | $46.2K | 0.00% | +151+20.4% | Added |
| Brown Brothers Harriman & Co | 896 | $46.4K | 0.00% | −2,400−72.8% | Reduced |
| Bollard Group LLC | 901 | $47.0K | 0.00% | +900+90,000.0% | Added |
| Clearstead Advisors, LLC | 1,000 | $48.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 959 | $49.7K | 0.00% | +567+144.6% | Added |
| Whittier Trust Co | 1,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,021 | $52.9K | 0.01% | +1,021 | New |
| Tompkins Financial Corp | 1,300 | $67.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,605 | $73.7K | 0.01% | +811+102.1% | Added |
| Galibier Capital Management Ltd. | 1,462 | $75.7K | 0.02% | +1,462 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,624 | $84.1K | 0.00% | +1,575+3,214.3% | Added |
| Mondrian Investment Partners LTD | 1,357 | $95.1K | 0.00% | +17+1.3% | Added |
| JCIC Asset Management Inc. | 1,870 | $96.8K | 0.04% | −772−29.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,001 | $100.8K | 0.00% | +2,001 | New |
| Farmers & Merchants Investments Inc | 2,000 | $103.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,113 | $109.0K | 0.00% | −1,340−38.8% | Reduced |
| Proequities, Inc. | 2,406 | $124.6K | 0.01% | −895−27.1% | Reduced |
| Jones Financial Companies LLLP | 2,426 | $125.6K | 0.00% | +2,426 | New |
| Quadrant Capital Group LLC | 2,432 | $125.9K | 0.01% | +407+20.1% | Added |
| Harbour Investments, Inc. | 2,475 | $128.2K | 0.00% | −100−3.9% | Reduced |
| International Assets Investment Management, LLC | 51,646 | $132.8K | 0.01% | +300+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,766 | $143.2K | 0.00% | −643−18.9% | Reduced |
| Macquarie Group Ltd | 2,873 | $148.7K | 0.00% | +2,873 | New |
| Addison Advisors LLC | 2,957 | $153.1K | 0.05% | +9+0.3% | Added |
| LSV Asset Management | 3,300 | $171.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,310 | $171.4K | 0.02% | +1,565+89.7% | Added |
| JJJ Advisors Inc. | 3,415 | $176.8K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 3,500 | $181.2K | 0.04% | +700+25.0% | Added |
| Clear Street Markets LLC | 3,600 | $186.0K | 0.09% | −1,200−25.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,765 | $195.0K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,875 | $200.6K | 0.04% | +3,875 | New |
| Checchi Capital Advisers, LLC | 3,912 | $202.6K | 0.02% | +3,912 | New |
| West Family Investments, Inc. | 3,922 | $203.1K | 0.06% | +3,922 | New |
| Enterprise Bank & Trust Co | 3,977 | $205.9K | 0.07% | +3,977 | New |
| First Manhattan Co | 4,000 | $207.1K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,075 | $211.0K | 0.04% | −4,375−51.8% | Reduced |
| Five Oceans Advisors | 4,119 | $213.3K | 0.11% | +3+0.1% | Added |
| Tobam | 4,130 | $214.0K | 0.02% | +1,371+49.7% | Added |