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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 4,119 | $213.3K | 0.11% | +3+0.1% | Added |
| Kavar Capital Partners Group, LLC | 4,075 | $211.0K | 0.04% | −4,375−51.8% | Reduced |
| First Manhattan Co | 4,000 | $207.1K | 0.00% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,977 | $205.9K | 0.07% | +3,977 | New |
| West Family Investments, Inc. | 3,922 | $203.1K | 0.06% | +3,922 | New |
| Checchi Capital Advisers, LLC | 3,912 | $202.6K | 0.02% | +3,912 | New |
| Affinity Capital Advisors, LLC | 3,875 | $200.6K | 0.04% | +3,875 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $195.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,600 | $186.0K | 0.09% | −1,200−25.0% | Reduced |
| Investors Research Corp | 3,500 | $181.2K | 0.04% | +700+25.0% | Added |
| JJJ Advisors Inc. | 3,415 | $176.8K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,310 | $171.4K | 0.02% | +1,565+89.7% | Added |
| LSV Asset Management | 3,300 | $171.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,957 | $153.1K | 0.05% | +9+0.3% | Added |
| Macquarie Group Ltd | 2,873 | $148.7K | 0.00% | +2,873 | New |
| Northwestern Mutual Wealth Management Co | 2,766 | $143.2K | 0.00% | −643−18.9% | Reduced |
| International Assets Investment Management, LLC | 51,646 | $132.8K | 0.01% | +300+0.6% | Added |
| Harbour Investments, Inc. | 2,475 | $128.2K | 0.00% | −100−3.9% | Reduced |
| Quadrant Capital Group LLC | 2,432 | $125.9K | 0.01% | +407+20.1% | Added |
| Jones Financial Companies LLLP | 2,426 | $125.6K | 0.00% | +2,426 | New |
| Proequities, Inc. | 2,406 | $124.6K | 0.01% | −895−27.1% | Reduced |
| CWM, LLC | 2,113 | $109.0K | 0.00% | −1,340−38.8% | Reduced |
| Farmers & Merchants Investments Inc | 2,000 | $103.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,001 | $100.8K | 0.00% | +2,001 | New |
| JCIC Asset Management Inc. | 1,870 | $96.8K | 0.04% | −772−29.2% | Reduced |
| Mondrian Investment Partners LTD | 1,357 | $95.1K | 0.00% | +17+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,624 | $84.1K | 0.00% | +1,575+3,214.3% | Added |
| Galibier Capital Management Ltd. | 1,462 | $75.7K | 0.02% | +1,462 | New |
| EverSource Wealth Advisors, LLC | 1,605 | $73.7K | 0.01% | +811+102.1% | Added |
| Tompkins Financial Corp | 1,300 | $67.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,021 | $52.9K | 0.01% | +1,021 | New |
| Whittier Trust Co | 1,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 959 | $49.7K | 0.00% | +567+144.6% | Added |
| Clearstead Advisors, LLC | 1,000 | $48.1K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 901 | $47.0K | 0.00% | +900+90,000.0% | Added |
| Brown Brothers Harriman & Co | 896 | $46.4K | 0.00% | −2,400−72.8% | Reduced |
| Massmutual Trust Co FSB | 892 | $46.2K | 0.00% | +151+20.4% | Added |
| Fifth Third Bancorp | 858 | $44.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 835 | $43.2K | 0.00% | +149+21.7% | Added |
| Pinnacle Bancorp, Inc. | 735 | $38.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 747 | $37.6K | 0.00% | −201−21.2% | Reduced |
| 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 |
| Princeton Global Asset Management LLC | 650 | $33.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $33.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 623 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 585 | $30.3K | 0.02% | +242+70.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 525 | $27.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $25.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $23.3K | 0.00% | −1,265−73.8% | Reduced |
| Richardson Financial Services Inc. | 442 | $22.9K | 0.02% | +442 | New |
| Capital Analysts, LLC | 416 | $22.0K | 0.00% | +7+1.7% | Added |
| Zions Bancorporation, N.A. | 394 | $20.4K | 0.00% | +24+6.5% | Added |
| Optiver Holding B.V. | 391 | $20.2K | 0.00% | +54+16.0% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $19.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 351 | $18.1K | 0.00% | +6+1.7% | Added |
| Allworth Financial LP | 312 | $16.2K | 0.00% | +205+191.6% | Added |
| Front Row Advisors LLC | 300 | $15.5K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 300 | $15.5K | 0.01% | +300 | New |
| Rothschild Investment LLC | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $12.9K | 0.00% | +250 | New |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $12.3K | 0.00% | −4−1.7% | Reduced |
| Retirement Group, LLC | 211 | $10.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $10.4K | 0.00% | +200 | New |
| Asset Dedication, LLC | 200 | $10.0K | 0.00% | +200 | New |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $7.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $6.99K | 0.00% | −137−50.4% | Reduced |
| Bell Investment Advisors, Inc | 122 | $6.32K | 0.00% | +20+19.6% | Added |
| Lipe & Dalton | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.96K | 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 |
| 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 |
| MeadowBrook Investment Advisors LLC | 90 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 71 | $3.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $3.42K | 0.00% | +7+11.9% | Added |
| Daiwa Securities Group Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 56 | $2.90K | 0.00% | +56 | New |
| Assetmark, Inc | 51 | $2.64K | 0.00% | +51 | New |
| GWM Advisors LLC | 50 | $2.59K | 0.00% | +19+61.3% | Added |
| Continuum Advisory, LLC | 47 | $2.25K | 0.00% | +47 | New |
| ICA Group Wealth Management, LLC | 41 | $2.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $1.92K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 36 | $1.75K | 0.00% | +36 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $932 | 0.00% | −25−58.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 14 | $725 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $420 | 0.00% | 00.0% | Unchanged |
| Murchinson Ltd. | 0 | $0 | 0.00% | −3,101,309−100.0% | Sold out |