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 |
|---|---|---|---|---|---|
| State of Wyoming | 18,700 | $968.3K | 0.16% | +18,700 | New |
| Pacifica Partners Inc. | 19,205 | $966.5K | 0.43% | +20+0.1% | 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,301 | $895.3K | 0.00% | +10.0% | Added |
| True Wealth Design, LLC | 16,894 | $874.8K | 0.22% | −11−0.1% | Reduced |
| HighTower Advisors, LLC | 16,637 | $858.0K | 0.00% | −2,446−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,432 | $799.0K | 0.00% | +219+1.4% | Added |
| Susquehanna International Group, LLP | 15,303 | $792.4K | 0.00% | +15,303 | New |
| Guggenheim Capital LLC | 15,177 | $785.9K | 0.01% | +5,003+49.2% | Added |
| GPS Wealth Strategies Group, LLC | 15,155 | $784.7K | 0.13% | +38+0.3% | Added |
| Texas Yale Capital Corp. | 15,117 | $782.8K | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 15,090 | $781.0K | 0.13% | −1,213−7.4% | Reduced |
| Vise Technologies, Inc. | 15,034 | $778.4K | 0.15% | +2,023+15.5% | Added |
| Bogart Wealth, LLC | 14,992 | $776.3K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,661 | $759.0K | 0.00% | −1,074−6.8% | Reduced |
| M&T Bank Corp | 14,645 | $758.3K | 0.00% | −4,717−24.4% | Reduced |
| Bowen Hanes & Co Inc | 14,567 | $754.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,560 | $753.9K | 0.00% | +5,747+65.2% | Added |
| Motco | 14,437 | $747.5K | 0.04% | +6,338+78.3% | Added |
| Prudential Financial Inc | 14,152 | $732.8K | 0.00% | +14,152 | New |
| BNP Paribas Arbitrage, SA | 13,745 | $711.7K | 0.00% | −60,404−81.5% | Reduced |
| Truist Financial Corp | 13,051 | $675.8K | 0.00% | +1,509+13.1% | Added |
| Park Avenue Securities LLC | 12,954 | $671.0K | 0.01% | +12,954 | New |
| Ballentine Partners, LLC | 12,868 | $666.3K | 0.01% | +3,996+45.0% | Added |
| Lee Financial Group Hawaii, Inc. | 12,595 | $652.2K | 0.51% | +825+7.0% | Added |
| Ravenstone Capital Management Inc. | 12,374 | $640.6K | 0.43% | −2,192−15.0% | Reduced |
| Engineers Gate Manager LP | 12,336 | $638.4K | 0.02% | −1,482−10.7% | Reduced |
| Sienna Gestion | 12,247 | $633.7K | 0.06% | +12,247 | New |
| Pathstone Holdings, LLC | 12,154 | $629.3K | 0.00% | −884−6.8% | Reduced |
| Advisors Asset Management, Inc. | 11,957 | $619.1K | 0.01% | −495−4.0% | Reduced |
| Davis-Rea Ltd. | 11,885 | $615.3K | 0.28% | −5,850−33.0% | Reduced |
| Virtu Financial LLC | 11,815 | $612.0K | 0.05% | −153−1.3% | Reduced |
| Janney Montgomery Scott LLC | 11,563 | $599.0K | 0.00% | +3,884+50.6% | Added |
| First Affirmative Financial Network | 11,402 | $590.4K | 0.44% | +664+6.2% | Added |
| Ritholtz Wealth Management | 11,020 | $570.6K | 0.02% | +6,259+131.5% | Added |
| Pacer Advisors, Inc. | 10,924 | $565.6K | 0.00% | −106−1.0% | Reduced |
| Equitable Holdings, Inc. | 10,899 | $564.4K | 0.01% | −3,048−21.9% | Reduced |
| Rhumbline Advisers | 10,731 | $555.6K | 0.00% | −279−2.5% | Reduced |
| Nebula Research & Development LLC | 10,681 | $553.1K | 0.12% | +367+3.6% | Added |
| The PNC Financial Services Group, Inc. | 10,618 | $549.8K | 0.00% | −880−7.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $537.5K | 0.13% | +1,581+18.0% | Added |
| Forum Financial Management, LP | 10,303 | $533.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,387 | $486.1K | 0.02% | +2,719+40.8% | Added |
| First National Trust Co | 9,318 | $482.5K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 9,096 | $471.0K | 0.04% | +9,096 | New |
| Sigma Planning Corp | 9,061 | $469.2K | 0.01% | +9,061 | New |
| Ruggaard & Associates LLC | 8,580 | $444.3K | 0.21% | −400−4.5% | Reduced |
| Allianz SE | 6,290 | $440.7K | 0.01% | +6,290 | New |
| Silverlake Wealth Management LLC | 8,435 | $436.8K | 0.22% | +6+0.1% | Added |
| Principal Securities, Inc. | 8,409 | $435.4K | 0.01% | +8,392+49,364.7% | Added |
| Gulf International Bank (UK) Ltd | 7,953 | $411.0K | 0.01% | +634+8.7% | Added |
| Barometer Capital Management Inc. | 6,300 | $398.4K | 0.10% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 7,810 | $393.3K | 0.12% | +7,810 | New |
| Ridgewood Investments LLC | 7,410 | $383.7K | 0.20% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,122 | $380.5K | 0.01% | −2,925−26.5% | Reduced |
| Cresset Asset Management, LLC | 7,323 | $379.2K | 0.00% | +2,640+56.4% | Added |
| Man Group plc | 7,096 | $367.4K | 0.00% | +7,096 | New |
| Dynamic Advisor Solutions LLC | 7,057 | $365.4K | 0.01% | +687+10.8% | Added |
| Cohen Investment Advisors LLC | 6,749 | $349.5K | 0.23% | −242−3.5% | Reduced |
| Veriti Management LLC | 6,700 | $346.9K | 0.03% | +415+6.6% | Added |
| Kestra Private Wealth Services, LLC | 6,687 | $346.2K | 0.01% | +6,687 | New |
| Hemenway Trust Co LLC | 6,115 | $316.6K | 0.03% | −60−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 6,110 | $316.4K | 0.00% | +1,137+22.9% | Added |
| Capital World Investors | 6,099 | $315.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,045 | $313.0K | 0.00% | −484−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,032 | $312.3K | 0.00% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,000 | $310.7K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,914 | $306.3K | 0.00% | +157+2.7% | Added |
| PDS Planning, Inc | 5,858 | $303.3K | 0.03% | +639+12.2% | Added |
| Pinebridge Investments, L.P. | 4,259 | $298.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Transamerica Financial Advisors, Inc. | 5,608 | $291.0K | 0.03% | +5,608 | New |
| Applied Capital LLC | 5,505 | $285.0K | 0.23% | +920+20.1% | Added |
| Tower Research Capital LLC (TRC) | 5,474 | $283.4K | 0.01% | +4,380+400.4% | Added |
| Syon Capital LLC | 5,453 | $282.4K | 0.03% | +5,453 | New |
| World Equity Group, Inc. | 5,246 | $271.6K | 0.06% | +598+12.9% | Added |
| Prospera Financial Services Inc | 5,210 | $269.9K | 0.01% | +393+8.2% | Added |
| Credit Agricole S A | 5,786 | $269.5K | 0.00% | +2,250+63.6% | Added |
| Freestone Capital Holdings, LLC | 5,106 | $264.4K | 0.01% | +5,106 | New |
| 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 |
| Grayhawk Investment Strategies Inc. | 3,604 | $252.5K | 0.22% | +502+16.2% | Added |
| Old North State Trust, LLC | 4,872 | $252.0K | 0.21% | +4,872 | New |
| AE Wealth Management LLC | 4,829 | $250.0K | 0.00% | −4,462−48.0% | Reduced |
| Sara-Bay Financial | 4,950 | $249.3K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,812 | $249.2K | 0.06% | +826+20.7% | Added |
| Verition Fund Management LLC | 4,797 | $248.4K | 0.00% | −48−1.0% | Reduced |
| Atomi Financial Group, Inc. | 4,733 | $245.1K | 0.02% | +4,733 | New |
| Emfo, LLC | 4,700 | $243.4K | 0.22% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4,625 | $239.5K | 0.03% | +395+9.3% | Added |
| Two Sigma Securities, LLC | 4,528 | $234.5K | 0.01% | −2,493−35.5% | Reduced |
| Baskin Financial Services Inc. | 4,422 | $229.0K | 0.02% | +282+6.8% | Added |
| Nwam LLC | 4,682 | $220.6K | 0.02% | +4,682 | New |
| HB Wealth Management, LLC | 4,184 | $216.6K | 0.00% | +4,184 | New |
| Parallel Advisors, LLC | 4,179 | $216.4K | 0.01% | +1,989+90.8% | Added |
| Blair William & Co | 4,166 | $215.7K | 0.00% | −4,620−52.6% | Reduced |
| Lighthouse Investment Partners, LLC | 4,158 | $215.1K | 0.01% | −5,752−58.0% | Reduced |
| Tobam | 4,130 | $214.0K | 0.02% | +1,371+49.7% | Added |