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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 4,158 | $215.1K | 0.01% | −5,752−58.0% | Reduced |
| Blair William & Co | 4,166 | $215.7K | 0.00% | −4,620−52.6% | Reduced |
| Parallel Advisors, LLC | 4,179 | $216.4K | 0.01% | +1,989+90.8% | Added |
| HB Wealth Management, LLC | 4,184 | $216.6K | 0.00% | +4,184 | New |
| Nwam LLC | 4,682 | $220.6K | 0.02% | +4,682 | New |
| Baskin Financial Services Inc. | 4,422 | $229.0K | 0.02% | +282+6.8% | Added |
| Two Sigma Securities, LLC | 4,528 | $234.5K | 0.01% | −2,493−35.5% | Reduced |
| Callahan Advisors, LLC | 4,625 | $239.5K | 0.03% | +395+9.3% | Added |
| Emfo, LLC | 4,700 | $243.4K | 0.22% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,733 | $245.1K | 0.02% | +4,733 | New |
| Verition Fund Management LLC | 4,797 | $248.4K | 0.00% | −48−1.0% | Reduced |
| Hexagon Capital Partners LLC | 4,812 | $249.2K | 0.06% | +826+20.7% | Added |
| Sara-Bay Financial | 4,950 | $249.3K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,829 | $250.0K | 0.00% | −4,462−48.0% | Reduced |
| Old North State Trust, LLC | 4,872 | $252.0K | 0.21% | +4,872 | New |
| Grayhawk Investment Strategies Inc. | 3,604 | $252.5K | 0.22% | +502+16.2% | Added |
| Magnus Financial Group LLC | 4,916 | $254.6K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,916 | $254.6K | 0.01% | +50+1.0% | Added |
| Freestone Capital Holdings, LLC | 5,106 | $264.4K | 0.01% | +5,106 | New |
| Credit Agricole S A | 5,786 | $269.5K | 0.00% | +2,250+63.6% | Added |
| Prospera Financial Services Inc | 5,210 | $269.9K | 0.01% | +393+8.2% | Added |
| World Equity Group, Inc. | 5,246 | $271.6K | 0.06% | +598+12.9% | Added |
| Syon Capital LLC | 5,453 | $282.4K | 0.03% | +5,453 | New |
| Tower Research Capital LLC (TRC) | 5,474 | $283.4K | 0.01% | +4,380+400.4% | Added |
| Applied Capital LLC | 5,505 | $285.0K | 0.23% | +920+20.1% | Added |
| Transamerica Financial Advisors, Inc. | 5,608 | $291.0K | 0.03% | +5,608 | New |
| Brinker Capital Investments, LLC | 5,689 | $294.6K | 0.00% | +752+15.2% | Added |
| Orion Portfolio Solutions, LLC | 5,689 | $294.6K | 0.00% | +752+15.2% | Added |
| Pinebridge Investments, L.P. | 4,259 | $298.4K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,858 | $303.3K | 0.03% | +639+12.2% | Added |
| Private Advisor Group, LLC | 5,914 | $306.3K | 0.00% | +157+2.7% | Added |
| Forbes J M & Co LLP | 6,000 | $310.7K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,032 | $312.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,045 | $313.0K | 0.00% | −484−7.4% | Reduced |
| Capital World Investors | 6,099 | $315.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,110 | $316.4K | 0.00% | +1,137+22.9% | Added |
| Hemenway Trust Co LLC | 6,115 | $316.6K | 0.03% | −60−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,687 | $346.2K | 0.01% | +6,687 | New |
| Veriti Management LLC | 6,700 | $346.9K | 0.03% | +415+6.6% | Added |
| Cohen Investment Advisors LLC | 6,749 | $349.5K | 0.23% | −242−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,057 | $365.4K | 0.01% | +687+10.8% | Added |
| Man Group plc | 7,096 | $367.4K | 0.00% | +7,096 | New |
| Cresset Asset Management, LLC | 7,323 | $379.2K | 0.00% | +2,640+56.4% | Added |
| Merit Financial Group, LLC | 8,122 | $380.5K | 0.01% | −2,925−26.5% | Reduced |
| Ridgewood Investments LLC | 7,410 | $383.7K | 0.20% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 7,810 | $393.3K | 0.12% | +7,810 | New |
| Barometer Capital Management Inc. | 6,300 | $398.4K | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 7,953 | $411.0K | 0.01% | +634+8.7% | Added |
| Principal Securities, Inc. | 8,409 | $435.4K | 0.01% | +8,392+49,364.7% | Added |
| Silverlake Wealth Management LLC | 8,435 | $436.8K | 0.22% | +6+0.1% | Added |
| Allianz SE | 6,290 | $440.7K | 0.01% | +6,290 | New |
| Ruggaard & Associates LLC | 8,580 | $444.3K | 0.21% | −400−4.5% | Reduced |
| Sigma Planning Corp | 9,061 | $469.2K | 0.01% | +9,061 | New |
| Monticello Wealth Management, LLC | 9,096 | $471.0K | 0.04% | +9,096 | New |
| First National Trust Co | 9,318 | $482.5K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,387 | $486.1K | 0.02% | +2,719+40.8% | Added |
| Forum Financial Management, LP | 10,303 | $533.5K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $537.5K | 0.13% | +1,581+18.0% | Added |
| The PNC Financial Services Group, Inc. | 10,618 | $549.8K | 0.00% | −880−7.7% | Reduced |
| Nebula Research & Development LLC | 10,681 | $553.1K | 0.12% | +367+3.6% | Added |
| Rhumbline Advisers | 10,731 | $555.6K | 0.00% | −279−2.5% | Reduced |
| Equitable Holdings, Inc. | 10,899 | $564.4K | 0.01% | −3,048−21.9% | Reduced |
| Pacer Advisors, Inc. | 10,924 | $565.6K | 0.00% | −106−1.0% | Reduced |
| Ritholtz Wealth Management | 11,020 | $570.6K | 0.02% | +6,259+131.5% | Added |
| First Affirmative Financial Network | 11,402 | $590.4K | 0.44% | +664+6.2% | Added |
| Janney Montgomery Scott LLC | 11,563 | $599.0K | 0.00% | +3,884+50.6% | Added |
| Virtu Financial LLC | 11,815 | $612.0K | 0.05% | −153−1.3% | Reduced |
| Davis-Rea Ltd. | 11,885 | $615.3K | 0.28% | −5,850−33.0% | Reduced |
| Advisors Asset Management, Inc. | 11,957 | $619.1K | 0.01% | −495−4.0% | Reduced |
| Pathstone Holdings, LLC | 12,154 | $629.3K | 0.00% | −884−6.8% | Reduced |
| Sienna Gestion | 12,247 | $633.7K | 0.06% | +12,247 | New |
| Engineers Gate Manager LP | 12,336 | $638.4K | 0.02% | −1,482−10.7% | Reduced |
| Ravenstone Capital Management Inc. | 12,374 | $640.6K | 0.43% | −2,192−15.0% | Reduced |
| Lee Financial Group Hawaii, Inc. | 12,595 | $652.2K | 0.51% | +825+7.0% | Added |
| Ballentine Partners, LLC | 12,868 | $666.3K | 0.01% | +3,996+45.0% | Added |
| Park Avenue Securities LLC | 12,954 | $671.0K | 0.01% | +12,954 | New |
| Truist Financial Corp | 13,051 | $675.8K | 0.00% | +1,509+13.1% | Added |
| BNP Paribas Arbitrage, SA | 13,745 | $711.7K | 0.00% | −60,404−81.5% | Reduced |
| Prudential Financial Inc | 14,152 | $732.8K | 0.00% | +14,152 | New |
| Motco | 14,437 | $747.5K | 0.04% | +6,338+78.3% | Added |
| Captrust Financial Advisors | 14,560 | $753.9K | 0.00% | +5,747+65.2% | Added |
| Bowen Hanes & Co Inc | 14,567 | $754.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 14,645 | $758.3K | 0.00% | −4,717−24.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,661 | $759.0K | 0.00% | −1,074−6.8% | Reduced |
| Bogart Wealth, LLC | 14,992 | $776.3K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 15,034 | $778.4K | 0.15% | +2,023+15.5% | Added |
| Radnor Capital Management, LLC | 15,090 | $781.0K | 0.13% | −1,213−7.4% | Reduced |
| Texas Yale Capital Corp. | 15,117 | $782.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15,155 | $784.7K | 0.13% | +38+0.3% | Added |
| Guggenheim Capital LLC | 15,177 | $785.9K | 0.01% | +5,003+49.2% | Added |
| Susquehanna International Group, LLP | 15,303 | $792.4K | 0.00% | +15,303 | New |
| Wealth Enhancement Advisory Services, LLC | 15,432 | $799.0K | 0.00% | +219+1.4% | Added |
| HighTower Advisors, LLC | 16,637 | $858.0K | 0.00% | −2,446−12.8% | Reduced |
| True Wealth Design, LLC | 16,894 | $874.8K | 0.22% | −11−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,301 | $895.3K | 0.00% | +10.0% | Added |
| Signal Advisors Wealth, LLC | 17,485 | $905.4K | 0.22% | −1,117−6.0% | Reduced |
| Foguth Wealth Management, LLC. | 17,485 | $905.4K | 0.49% | +17,485 | New |
| Pacifica Partners Inc. | 19,205 | $966.5K | 0.43% | +20+0.1% | Added |
| State of Wyoming | 18,700 | $968.3K | 0.16% | +18,700 | New |
| Todd Asset Management LLC | 18,707 | $968.6K | 0.02% | +13,103+233.8% | Added |