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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 4,570 | $208.9K | 0.00% | −259−5.4% | Reduced |
| Emfo, LLC | 4,700 | $214.9K | 0.19% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 4,529 | $217.3K | 0.05% | +4,529 | New |
| Walleye Trading LLC | 4,835 | $221.1K | 0.00% | +4,835 | New |
| Brinker Capital Investments, LLC | 4,842 | $221.4K | 0.00% | −847−14.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,842 | $221.4K | 0.00% | −847−14.9% | Reduced |
| Alera Investment Advisors, LLC | 4,845 | $221.5K | 0.03% | +4,845 | New |
| Five Oceans Advisors | 4,849 | $221.7K | 0.12% | +730+17.7% | Added |
| Westover Capital Advisors, LLC | 4,850 | $221.7K | 0.06% | +4,850 | New |
| Old North State Trust, LLC | 4,872 | $223.0K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,900 | $224.0K | 0.03% | −16−0.3% | Reduced |
| Venture Visionary Partners LLC | 4,916 | $224.8K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,041 | $230.5K | 0.00% | +5,041 | New |
| GWM Advisors LLC | 5,050 | $230.9K | 0.00% | +5,000+10,000.0% | Added |
| Freestone Capital Holdings, LLC | 5,106 | $233.4K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,163 | $236.1K | 0.07% | +1,241+31.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,257 | $240.4K | 0.00% | −788−13.0% | Reduced |
| Tobam | 3,879 | $243.0K | 0.04% | −251−6.1% | Reduced |
| TownSquare Capital, LLC | 5,329 | $243.6K | 0.00% | +5,329 | New |
| Prospera Financial Services Inc | 5,470 | $250.2K | 0.01% | +260+5.0% | Added |
| Hemenway Trust Co LLC | 5,530 | $252.8K | 0.02% | −585−9.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,547 | $253.6K | 0.00% | −563−9.2% | Reduced |
| Applied Capital LLC | 5,616 | $256.8K | 0.22% | +111+2.0% | Added |
| Kestra Private Wealth Services, LLC | 5,630 | $257.4K | 0.01% | −1,057−15.8% | Reduced |
| Sara-Bay Financial | 5,759 | $263.3K | 0.11% | +809+16.3% | Added |
| PDS Planning, Inc | 5,797 | $265.0K | 0.03% | −61−1.0% | Reduced |
| Forbes J M & Co LLP | 6,000 | $274.3K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,093 | $278.6K | 0.02% | +1,360+28.7% | Added |
| Capital World Investors | 6,099 | $279.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,111 | $279.4K | 0.00% | +197+3.3% | Added |
| Syon Capital LLC | 6,125 | $280.0K | 0.03% | +672+12.3% | Added |
| FORA Capital, LLC | 6,268 | $286.6K | 0.03% | +6,268 | New |
| SG Americas Securities, LLC | 4,628 | $290.0K | 0.00% | +4,628 | New |
| Merit Financial Group, LLC | 6,565 | $300.2K | 0.01% | −1,557−19.2% | Reduced |
| Envestnet Asset Management Inc | 6,765 | $309.3K | 0.00% | −108,586−94.1% | Reduced |
| Greenleaf Trust | 6,941 | $317.3K | 0.00% | +6,941 | New |
| Veriti Management LLC | 7,012 | $320.6K | 0.02% | +312+4.7% | Added |
| Evergreen Capital Management LLC | 7,077 | $323.6K | 0.01% | −2,310−24.6% | Reduced |
| Scientech Research LLC | 7,321 | $334.7K | 0.07% | +7,321 | New |
| Ridgewood Investments LLC | 7,410 | $338.8K | 0.17% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,481 | $341.1K | 0.27% | +732+10.8% | Added |
| Gulf International Bank (UK) Ltd | 7,603 | $347.0K | 0.01% | −350−4.4% | Reduced |
| M Holdings Securities, Inc. | 7,598 | $347.0K | 0.04% | +7,598 | New |
| Ravenstone Capital Management Inc. | 8,118 | $371.1K | 0.25% | −4,256−34.4% | Reduced |
| PEAK6 Investments LLC | 8,141 | $372.2K | 0.02% | +8,141 | New |
| Equitable Holdings, Inc. | 8,164 | $373.3K | 0.00% | −2,735−25.1% | Reduced |
| Ruggaard & Associates LLC | 8,580 | $392.3K | 0.18% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,086 | $415.4K | 0.00% | +1,763+24.1% | Added |
| Monticello Wealth Management, LLC | 9,096 | $415.9K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,144 | $418.1K | 0.01% | −2,813−23.5% | Reduced |
| Dynamic Advisor Solutions LLC | 9,197 | $420.5K | 0.01% | +2,140+30.3% | Added |
| The PNC Financial Services Group, Inc. | 9,245 | $422.7K | 0.00% | −1,373−12.9% | Reduced |
| First National Trust Co | 9,318 | $426.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 9,332 | $426.7K | 0.01% | +9,332 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,332 | $426.7K | 0.01% | +9,332 | New |
| Silverlake Wealth Management LLC | 9,546 | $436.4K | 0.18% | +1,111+13.2% | Added |
| Pathstone Holdings, LLC | 10,194 | $466.1K | 0.00% | −1,960−16.1% | Reduced |
| Rhumbline Advisers | 10,197 | $466.2K | 0.00% | −534−5.0% | Reduced |
| Forum Financial Management, LP | 10,303 | $471.1K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $474.6K | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 10,420 | $476.4K | 0.01% | +10,420 | New |
| First Affirmative Financial Network | 10,706 | $489.5K | 0.34% | −696−6.1% | Reduced |
| Pacer Advisors, Inc. | 10,734 | $490.8K | 0.00% | −190−1.7% | Reduced |
| Two Sigma Securities, LLC | 10,736 | $490.9K | 0.02% | +6,208+137.1% | Added |
| Sigma Planning Corp | 10,879 | $497.4K | 0.02% | +1,818+20.1% | Added |
| HRT Financial LP | 10,940 | $500.0K | 0.00% | +10,940 | New |
| Advisor Group Holdings, Inc. | 10,936 | $500.3K | 0.00% | −31,994−74.5% | Reduced |
| Janney Montgomery Scott LLC | 11,103 | $508.0K | 0.00% | −460−4.0% | Reduced |
| Ritholtz Wealth Management | 11,184 | $511.3K | 0.02% | +164+1.5% | Added |
| Virtu Financial LLC | 11,334 | $518.0K | 0.04% | −481−4.1% | Reduced |
| HighTower Advisors, LLC | 11,623 | $532.0K | 0.00% | −5,014−30.1% | Reduced |
| Guggenheim Capital LLC | 12,853 | $587.6K | 0.00% | −2,324−15.3% | Reduced |
| Truist Financial Corp | 12,915 | $590.5K | 0.00% | −136−1.0% | Reduced |
| Lighthouse Investment Partners, LLC | 13,003 | $594.5K | 0.03% | +8,845+212.7% | Added |
| Retirement Planning Group | 13,207 | $603.8K | 0.04% | +13,207 | New |
| Bogart Wealth, LLC | 13,366 | $611.1K | 0.03% | −1,626−10.8% | Reduced |
| Wolverine Trading, LLC | 13,435 | $614.2K | 0.01% | +13,435 | New |
| Ballentine Partners, LLC | 13,770 | $629.6K | 0.01% | +902+7.0% | Added |
| SEI Investments Co | 14,176 | $648.1K | 0.00% | +14,176 | New |
| GPS Wealth Strategies Group, LLC | 14,184 | $648.5K | 0.10% | −971−6.4% | Reduced |
| Bowen Hanes & Co Inc | 14,267 | $652.3K | 0.02% | −300−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,509 | $663.0K | 0.00% | −152−1.0% | Reduced |
| M&T Bank Corp | 14,740 | $673.9K | 0.00% | +95+0.6% | Added |
| Radnor Capital Management, LLC | 14,790 | $676.0K | 0.21% | −300−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,071 | $689.0K | 0.00% | −361−2.3% | Reduced |
| Texas Yale Capital Corp. | 15,117 | $691.1K | 0.03% | 00.0% | Unchanged |
| Motco | 15,235 | $696.5K | 0.04% | +798+5.5% | Added |
| Squarepoint Ops LLC | 15,386 | $703.4K | 0.00% | +15,386 | New |
| Vise Technologies, Inc. | 15,654 | $715.7K | 0.13% | +620+4.1% | Added |
| XTX Topco Ltd | 16,053 | $733.9K | 0.06% | +16,053 | New |
| Resources Management Corp | 16,459 | $753.0K | 0.11% | −2,440−12.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,628 | $760.2K | 0.04% | −36,379−68.6% | Reduced |
| Sienna Gestion | 16,954 | $774.9K | 0.07% | +4,707+38.4% | Added |
| True Wealth Design, LLC | 17,099 | $781.8K | 0.19% | +205+1.2% | Added |
| Man Group plc | 17,460 | $798.4K | 0.00% | +10,364+146.1% | Added |
| Quantinno Capital Management LP | 18,039 | $824.7K | 0.01% | −8,851−32.9% | Reduced |
| Signaturefd, LLC | 18,254 | $834.6K | 0.02% | −1,141−5.9% | Reduced |
| Todd Asset Management LLC | 18,775 | $858.4K | 0.02% | +68+0.4% | Added |
| Fiera Capital Corp | 18,974 | $868.3K | 0.00% | −11,394−37.5% | Reduced |
| Headlands Technologies LLC | 19,069 | $871.8K | 0.09% | +18,048+1,767.7% | Added |