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, Q2 2024
Institutional positions in Bank of Nova Scotia as of Jun 30, 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
- 393
- 0 vs. Q1 2024
- Shares held
- 563.5M
- +5.69M (+1.0%) vs. Q1 2024
- Total value
- $26.0B
- −$3.01B (−10.4%) vs. Q1 2024
- New holders
- 48
- 132 more added
- Sold out
- 48
- 145 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 14 | $640 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $914 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $914 | 0.00% | +20 | New |
| Assetmark, Inc | 21 | $960 | 0.00% | −30−58.8% | Reduced |
| Cape Investment Advisory, Inc. | 25 | $1.14K | 0.00% | −46−64.8% | Reduced |
| IFP Advisors, Inc | 36 | $1.65K | 0.00% | +36 | New |
| ICA Group Wealth Management, LLC | 41 | $1.88K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 47 | $2.15K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 51 | $2.33K | 0.00% | −13,694−99.6% | Reduced |
| Financial Management Professionals, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| Creekmur Asset Management LLC | 66 | $3.02K | 0.00% | +66 | New |
| Cornerstone Planning Group LLC | 68 | $3.04K | 0.00% | +68 | New |
| Frazier Financial Advisors, LLC | 72 | $3.29K | 0.00% | +6+9.1% | Added |
| Coppell Advisory Solutions LLC | 89 | $4.07K | 0.00% | +89 | New |
| MeadowBrook Investment Advisors LLC | 90 | $4.12K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $5.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $6.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.31K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 270 | $7.26K | 0.01% | +270 | New |
| Opal Wealth Advisors, LLC | 168 | $7.68K | 0.00% | +168 | New |
| GoalVest Advisory LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 203 | $9.28K | 0.00% | −191−48.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 235 | $10.7K | 0.00% | −1,389−85.5% | Reduced |
| JFS Wealth Advisors, LLC | 238 | $10.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $13.7K | 0.00% | +300 | New |
| Allworth Financial LP | 312 | $14.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 356 | $16.3K | 0.00% | +5+1.4% | Added |
| Fifth Third Bancorp | 358 | $16.4K | 0.00% | −500−58.3% | Reduced |
| Principal Securities, Inc. | 400 | $18.3K | 0.00% | −8,009−95.2% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $18.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 423 | $19.0K | 0.00% | +7+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 446 | $20.4K | 0.00% | −450−50.2% | Reduced |
| Delta Asset Management LLC | 450 | $20.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $22.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $22.6K | 0.00% | −466−48.6% | Reduced |
| Central Trust Co | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 525 | $24.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 570 | $26.1K | 0.01% | −1,300−69.5% | Reduced |
| Hall Laurie J Trustee | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 600 | $27.4K | 0.00% | −100−14.3% | Reduced |
| Mather Group, LLC. | 536 | $27.8K | 0.00% | +500+1,388.9% | Added |
| Bruce G. Allen Investments, LLC | 628 | $28.7K | 0.02% | +43+7.4% | Added |
| Princeton Global Asset Management LLC | 650 | $29.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 581 | $30.1K | 0.00% | +563+3,127.8% | Added |
| North Star Investment Management Corp. | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $32.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $33.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 850 | $38.8K | 0.01% | +480+129.7% | Added |
| Bollard Group LLC | 903 | $41.0K | 0.00% | +2+0.2% | Added |
| Massmutual Trust Co FSB | 934 | $42.7K | 0.00% | +42+4.7% | Added |
| Whittier Trust Co | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,141 | $52.2K | 0.00% | −859−43.0% | Reduced |
| Tompkins Financial Corp | 1,300 | $59.4K | 0.01% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 1,462 | $66.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,496 | $68.4K | 0.00% | +661+79.2% | Added |
| Clear Street Markets LLC | 1,500 | $69.0K | 0.03% | −2,100−58.3% | Reduced |
| Quadrant Capital Group LLC | 1,585 | $72.5K | 0.01% | −847−34.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,588 | $74.1K | 0.00% | −17−1.1% | Reduced |
| Clearstead Advisors, LLC | 1,671 | $76.4K | 0.00% | +671+67.1% | Added |
| Mondrian Investment Partners LTD | 1,391 | $89.7K | 0.00% | +34+2.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $94.4K | 0.00% | −40,714−95.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,119 | $95.8K | 0.00% | +118+5.9% | Added |
| Live Oak Investment Partners | – | $96.2K | 0.08% | – | New |
| CWM, LLC | 2,145 | $98.0K | 0.00% | +32+1.5% | Added |
| Harbour Investments, Inc. | 2,250 | $102.9K | 0.00% | −225−9.1% | Reduced |
| Parallel Advisors, LLC | 2,257 | $103.2K | 0.00% | −1,922−46.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,276 | $104.1K | 0.01% | +2,276 | New |
| Proequities, Inc. | 2,406 | $110.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,425 | $110.2K | 0.01% | +1,678+224.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,606 | $119.1K | 0.00% | +2,606 | New |
| Northwestern Mutual Wealth Management Co | 2,710 | $123.9K | 0.00% | −56−2.0% | Reduced |
| International Assets Investment Management, LLC | 51,646 | $125.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,767 | $126.5K | 0.01% | −543−16.4% | Reduced |
| JJJ Advisors Inc. | 2,773 | $126.8K | 0.03% | −642−18.8% | Reduced |
| Walleye Capital LLC | 2,845 | $130.1K | 0.00% | +2,845 | New |
| Macquarie Group Ltd | 2,873 | $131.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,974 | $136.0K | 0.08% | +2,974 | New |
| Addison Advisors LLC | 3,130 | $143.1K | 0.05% | +173+5.9% | Added |
| LSV Asset Management | 3,300 | $151.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,323 | $151.9K | 0.00% | +897+37.0% | Added |
| Investors Research Corp | 3,500 | $160.0K | 0.04% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 2,580 | $161.5K | 0.45% | +2,580 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $172.1K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,239 | $193.8K | 0.04% | −573−11.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,102 | $194.1K | 0.88% | −502−13.9% | Reduced |