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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 3,357 | $182.9K | 0.05% | +227+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,488 | $190.1K | 0.00% | +778+28.7% | Added |
| Investors Research Corp | 3,500 | $190.7K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,568 | $194.4K | 0.00% | +3,122+700.0% | Added |
| Gulf International Bank (UK) Ltd | 3,590 | $195.0K | 0.01% | −4,013−52.8% | Reduced |
| Moran Wealth Management, LLC | 3,685 | $200.8K | 0.01% | +3,685 | New |
| Checchi Capital Advisers, LLC | 3,709 | $202.1K | 0.02% | +3,709 | New |
| Vista Wealth Management Group, LLC | 3,759 | $204.8K | 0.01% | +3,759 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $205.2K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,773 | $205.6K | 0.02% | +3,773 | New |
| HRT Financial LP | 3,783 | $206.0K | 0.00% | −7,157−65.4% | Reduced |
| Kavar Capital Partners Group, LLC | 3,800 | $207.1K | 0.03% | +3,800 | New |
| Five Oceans Advisors | 3,805 | $207.3K | 0.10% | −1,044−21.5% | Reduced |
| Blair William & Co | 3,893 | $212.2K | 0.00% | +3,893 | New |
| Alan B. Lancz & Associates, Inc. | 3,900 | $212.5K | 0.19% | +3,900 | New |
| Enterprise Bank & Trust Co | 3,977 | $216.7K | 0.07% | +3,977 | New |
| Abel Hall, LLC | 4,000 | $218.0K | 0.14% | +4,000 | New |
| Mutual Advisors, LLC | 4,205 | $220.5K | 0.01% | +4,205 | New |
| Sequoia Financial Advisors, LLC | 4,054 | $220.9K | 0.00% | +4,054 | New |
| HB Wealth Management, LLC | 4,079 | $222.3K | 0.00% | +4,079 | New |
| Hexagon Capital Partners LLC | 4,173 | $227.4K | 0.04% | −66−1.6% | Reduced |
| Alera Investment Advisors, LLC | 4,261 | $232.2K | 0.03% | −584−12.1% | Reduced |
| Vident Advisory, LLC | 4,290 | $233.8K | 0.01% | +4,290 | New |
| Prospera Financial Services Inc | 4,402 | $239.9K | 0.01% | −1,068−19.5% | Reduced |
| AE Wealth Management LLC | 4,532 | $246.9K | 0.00% | −38−0.8% | Reduced |
| Murchinson Ltd. | 4,564 | $248.7K | 0.10% | +4,564 | New |
| Callan Capital, LLC | 4,575 | $249.3K | 0.02% | +4,575 | New |
| Merit Financial Group, LLC | 4,634 | $252.5K | 0.01% | −1,931−29.4% | Reduced |
| Fiduciary Financial Group, LLC | 4,872 | $255.1K | 0.06% | +343+7.6% | Added |
| Callahan Advisors, LLC | 4,700 | $256.1K | 0.02% | +4,700 | New |
| West Family Investments, Inc. | 4,702 | $256.2K | 0.09% | −461−8.9% | Reduced |
| Verition Fund Management LLC | 4,742 | $258.4K | 0.00% | +4,742 | New |
| Nwam LLC | 4,785 | $260.7K | 0.02% | +4,785 | New |
| Two Sigma Securities, LLC | 4,791 | $261.1K | 0.02% | −5,945−55.4% | Reduced |
| Baskin Financial Services Inc. | 4,823 | $263.0K | 0.02% | +4,823 | New |
| Sara-Bay Financial | 4,835 | $263.5K | 0.11% | −924−16.0% | Reduced |
| Westover Capital Advisors, LLC | 4,850 | $264.3K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,872 | $265.0K | 0.22% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,866 | $265.1K | 0.19% | +4,596+1,702.2% | Added |
| Magnus Financial Group LLC | 4,900 | $267.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,916 | $267.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,050 | $275.2K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,110 | $278.5K | 0.00% | −219−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,151 | $280.7K | 0.01% | −18,274−78.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,231 | $285.0K | 0.00% | −26−0.5% | Reduced |
| Numerai GP LLC | 5,403 | $294.4K | 0.08% | +5,403 | New |
| Integrated Wealth Concepts LLC | 5,428 | $295.8K | 0.00% | −119−2.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,506 | $300.0K | 0.03% | +5,506 | New |
| Hemenway Trust Co LLC | 5,530 | $301.3K | 0.02% | 00.0% | Unchanged |
| Applied Capital LLC | 5,616 | $306.0K | 0.24% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,750 | $313.3K | 0.00% | +709+14.1% | Added |
| PDS Planning, Inc | 5,776 | $314.7K | 0.03% | −21−0.4% | Reduced |
| Brinker Capital Investments, LLC | 5,821 | $317.2K | 0.00% | +979+20.2% | Added |
| Orion Portfolio Solutions, LLC | 5,821 | $317.2K | 0.00% | +979+20.2% | Added |
| Forbes J M & Co LLP | 6,000 | $326.9K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,037 | $329.0K | 0.00% | −74−1.2% | Reduced |
| Ritholtz Wealth Management | 6,091 | $331.9K | 0.01% | −5,093−45.5% | Reduced |
| Squarepoint Ops LLC | 6,181 | $336.8K | 0.00% | −9,205−59.8% | Reduced |
| Envestnet Asset Management Inc | 6,208 | $338.3K | 0.00% | −557−8.2% | Reduced |
| Guggenheim Capital LLC | 6,382 | $347.8K | 0.00% | −6,471−50.3% | Reduced |
| Advisors Asset Management, Inc. | 6,550 | $356.9K | 0.01% | −2,594−28.4% | Reduced |
| Tudor Investment Corp Et Al | 6,667 | $363.3K | 0.00% | +6,667 | New |
| Ridgewood Investments LLC | 6,760 | $368.4K | 0.18% | −650−8.8% | Reduced |
| Equitable Holdings, Inc. | 7,475 | $407.3K | 0.00% | −689−8.4% | Reduced |
| Cohen Investment Advisors LLC | 7,493 | $408.3K | 0.25% | +12+0.2% | Added |
| Veriti Management LLC | 7,890 | $429.9K | 0.02% | +878+12.5% | Added |
| Silverlake Wealth Management LLC | 7,976 | $434.6K | 0.17% | −1,570−16.4% | Reduced |
| Ravenstone Capital Management Inc. | 8,153 | $444.8K | 0.27% | +35+0.4% | Added |
| Atomi Financial Group, Inc. | 8,626 | $470.0K | 0.03% | +2,533+41.6% | Added |
| Barometer Capital Management Inc. | 6,515 | $473.2K | 0.14% | −11,619−64.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,851 | $482.3K | 0.06% | −5,333−37.6% | Reduced |
| First Affirmative Financial Network | 8,873 | $483.5K | 0.26% | −1,833−17.1% | Reduced |
| Ruggaard & Associates LLC | 8,980 | $489.3K | 0.21% | +400+4.7% | Added |
| The PNC Financial Services Group, Inc. | 9,041 | $492.6K | 0.00% | −204−2.2% | Reduced |
| Sumitomo Life Insurance Co | 9,082 | $494.9K | 0.01% | −250−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,082 | $494.9K | 0.01% | −250−2.7% | Reduced |
| Monticello Wealth Management, LLC | 9,096 | $495.6K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 9,149 | $498.5K | 0.01% | −48−0.5% | Reduced |
| First National Trust Co | 9,318 | $507.7K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,733 | $530.3K | 0.00% | −461−4.5% | Reduced |
| Evergreen Capital Management LLC | 9,796 | $533.8K | 0.02% | +2,719+38.4% | Added |
| HighTower Advisors, LLC | 10,231 | $554.0K | 0.00% | −1,392−12.0% | Reduced |
| Rhumbline Advisers | 10,197 | $555.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,270 | $560.0K | 0.00% | −833−7.5% | Reduced |
| Forum Financial Management, LP | 10,303 | $561.4K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $565.7K | 0.12% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,409 | $567.2K | 0.00% | −325−3.0% | Reduced |
| Cresset Asset Management, LLC | 10,417 | $567.6K | 0.00% | +1,331+14.6% | Added |
| Sigma Planning Corp | 11,089 | $604.3K | 0.02% | +210+1.9% | Added |
| Executive Wealth Management, LLC | 11,352 | $618.6K | 0.05% | +11,352 | New |
| Advisor Group Holdings, Inc. | 12,196 | $665.1K | 0.00% | +1,260+11.5% | Added |
| Ballentine Partners, LLC | 12,308 | $670.7K | 0.01% | −1,462−10.6% | Reduced |
| Truist Financial Corp | 12,780 | $696.4K | 0.00% | −135−1.0% | Reduced |
| M&T Bank Corp | 12,891 | $702.4K | 0.00% | −1,849−12.5% | Reduced |
| Retirement Planning Group | 13,037 | $710.4K | 0.04% | −170−1.3% | Reduced |
| Bogart Wealth, LLC | 13,366 | $728.3K | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,057 | $766.0K | 0.03% | −1,060−7.0% | Reduced |
| Ieq Capital, LLC | 14,200 | $773.8K | 0.01% | +14,200 | New |
| Bowen Hanes & Co Inc | 14,267 | $777.4K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 14,517 | $791.0K | 0.02% | +4,097+39.3% | Added |