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, Q3 2024
Institutional positions in Bank of Nova Scotia as of Sep 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
- 412
- +24 vs. Q2 2024
- Shares held
- 578.9M
- +16.3M (+2.9%) vs. Q2 2024
- Total value
- $31.4B
- +$5.49B (+21.2%) vs. Q2 2024
- New holders
- 57
- 142 more added
- Sold out
- 33
- 140 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 14 | $763 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 36 | $1.96K | 0.00% | −500−93.3% | Reduced |
| Continuum Advisory, LLC | 47 | $2.53K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 47 | $2.56K | 0.00% | +47 | New |
| Claris Advisors, LLC | 47 | $2.56K | 0.00% | +47 | New |
| Zions Bancorporation, N.A. | 54 | $2.94K | 0.00% | −149−73.4% | Reduced |
| Venturi Wealth Management, LLC | 54 | $2.94K | 0.00% | +54 | New |
| Daiwa Securities Group Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 65 | $3.54K | 0.00% | +65 | New |
| Creekmur Asset Management LLC | 66 | $3.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 77 | $4.20K | 0.00% | +57+285.0% | Added |
| True Wealth Design, LLC | 79 | $4.30K | 0.00% | −17,020−99.5% | Reduced |
| Coppell Advisory Solutions LLC | 89 | $4.84K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $4.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | −300−75.0% | Reduced |
| Penserra Capital Management LLC | 105 | $5.00K | 0.00% | +6+6.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $5.85K | 0.00% | +44+64.7% | Added |
| CVA Family Office, LLC | 115 | $6.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $6.65K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 122 | $6.65K | 0.00% | +86+238.9% | Added |
| Financial Management Professionals, Inc. | 123 | $7.00K | 0.00% | +57+86.4% | Added |
| Lipe & Dalton | 125 | $7.00K | 0.00% | +125 | New |
| Grove Bank & Trust | 140 | $7.63K | 0.00% | +140 | New |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 195 | $10.6K | 0.00% | +195 | New |
| Asset Dedication, LLC | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $10.9K | 0.00% | +200 | New |
| Alpine Bank Wealth Management | 200 | $10.9K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $11.6K | 0.00% | −23−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 238 | $13.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 289 | $15.7K | 0.00% | −23−7.4% | Reduced |
| Larson Financial Group LLC | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 362 | $19.7K | 0.00% | +6+1.7% | Added |
| Clean Yield Group | 363 | $19.8K | 0.01% | +363 | New |
| Eastern Bank | 393 | $21.4K | 0.00% | +393 | New |
| Armstrong Advisory Group, Inc | 400 | $21.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 422 | $23.0K | 0.00% | +64+17.9% | Added |
| Capital Analysts, LLC | 430 | $23.0K | 0.00% | +7+1.7% | Added |
| Delta Asset Management LLC | 450 | $24.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 463 | $25.2K | 0.00% | +463 | New |
| Global Retirement Partners, LLC | 494 | $26.9K | 0.00% | +1+0.2% | Added |
| Coston, McIsaac & Partners | 501 | $27.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 624 | $34.0K | 0.03% | −4−0.6% | Reduced |
| Princeton Global Asset Management LLC | 650 | $35.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $35.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 700 | $38.0K | 0.02% | −800−53.3% | Reduced |
| North Star Investment Management Corp. | 700 | $38.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $38.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $40.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 819 | $44.6K | 0.00% | +684+506.7% | Added |
| Principal Securities, Inc. | 847 | $46.2K | 0.00% | +447+111.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 850 | $46.3K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 861 | $46.9K | 0.00% | +810+1,588.2% | Added |
| Bollard Group LLC | 906 | $49.0K | 0.00% | +3+0.3% | Added |
| Whittier Trust Co | 1,000 | $54.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,000 | $54.5K | 0.00% | +1,000 | New |
| Massmutual Trust Co FSB | 1,004 | $54.7K | 0.00% | +70+7.5% | Added |
| City State Bank | 1,055 | $57.5K | 0.02% | +1,055 | New |
| Walleye Capital LLC | 1,071 | $58.4K | 0.00% | −1,774−62.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,141 | $62.2K | 0.00% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 1,242 | $67.7K | 0.02% | −220−15.0% | Reduced |
| Tompkins Financial Corp | 1,300 | $70.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,578 | $72.1K | 0.00% | +997+171.6% | Added |
| Pathway Financial Advisers, LLC | 3,972,234 | $72.9K | 0.03% | +3,899,760+5,380.9% | Added |
| Independence Bank of Kentucky | 1,394 | $76.0K | 0.02% | +1,394 | New |
| Quadrant Capital Group LLC | 1,475 | $80.4K | 0.01% | −110−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,597 | $87.0K | 0.00% | +101+6.8% | Added |
| Mondrian Investment Partners LTD | 1,190 | $87.7K | 0.00% | −201−14.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,673 | $91.2K | 0.01% | +85+5.4% | Added |
| Clearstead Advisors, LLC | 1,679 | $91.5K | 0.00% | +8+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,805 | $98.5K | 0.00% | +1,805 | New |
| CIBC Private Wealth Group, LLC | 2,001 | $109.0K | 0.00% | −118−5.6% | Reduced |
| Bryn Mawr Trust Co | 2,039 | $111.1K | 0.00% | +2,039 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $112.6K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $122.1K | 0.09% | – | – |
| CWM, LLC | 2,250 | $123.0K | 0.00% | +105+4.9% | Added |
| Tobam | 1,749 | $129.0K | 0.02% | −2,130−54.9% | Reduced |
| Proequities, Inc. | 2,406 | $131.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,543 | $138.6K | 0.00% | −63−2.4% | Reduced |
| Spartan Fund Management Inc. | 2,580 | $140.6K | 0.42% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,596 | $141.5K | 0.01% | −171−6.2% | Reduced |
| Parallel Advisors, LLC | 2,688 | $146.5K | 0.00% | +431+19.1% | Added |
| Farther Finance Advisors, LLC | 2,713 | $147.8K | 0.01% | +288+11.9% | Added |
| Cromwell Holdings LLC | 2,742 | $149.4K | 0.10% | −232−7.8% | Reduced |
| Harbour Investments, Inc. | 2,778 | $151.4K | 0.00% | +528+23.5% | Added |
| Macquarie Group Ltd | 2,873 | $156.5K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,053 | $166.5K | 0.08% | +3,053 | New |
| Plato Investment Management Ltd | 3,288 | $179.2K | 0.01% | +3,288 | New |
| LSV Asset Management | 3,300 | $180.0K | 0.00% | 00.0% | Unchanged |