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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 16,985 | $925.5K | 0.01% | −1,054−5.8% | Reduced |
| Sienna Gestion | 16,954 | $922.5K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,691 | $909.5K | 0.12% | +1,037+6.6% | Added |
| Cerity Partners LLC | 16,595 | $904.3K | 0.00% | −35,129−67.9% | Reduced |
| Resources Management Corp | 16,375 | $892.0K | 0.12% | −84−0.5% | Reduced |
| Millennium Management LLC | 16,342 | $890.5K | 0.00% | +16,342 | New |
| Gluskin Sheff & Assoc Inc | 16,060 | $875.0K | 0.10% | −67,712−80.8% | Reduced |
| Motco | 15,025 | $818.7K | 0.08% | −210−1.4% | Reduced |
| Radnor Capital Management, LLC | 14,790 | $806.0K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,780 | $805.0K | 0.00% | +271+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,611 | $796.1K | 0.00% | −460−3.1% | Reduced |
| Bailard, Inc. | 14,517 | $791.0K | 0.02% | +4,097+39.3% | Added |
| Bowen Hanes & Co Inc | 14,267 | $777.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,200 | $773.8K | 0.01% | +14,200 | New |
| Texas Yale Capital Corp. | 14,057 | $766.0K | 0.03% | −1,060−7.0% | Reduced |
| Bogart Wealth, LLC | 13,366 | $728.3K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Group | 13,037 | $710.4K | 0.04% | −170−1.3% | Reduced |
| M&T Bank Corp | 12,891 | $702.4K | 0.00% | −1,849−12.5% | Reduced |
| Truist Financial Corp | 12,780 | $696.4K | 0.00% | −135−1.0% | Reduced |
| Ballentine Partners, LLC | 12,308 | $670.7K | 0.01% | −1,462−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,196 | $665.1K | 0.00% | +1,260+11.5% | Added |
| Executive Wealth Management, LLC | 11,352 | $618.6K | 0.05% | +11,352 | New |
| Sigma Planning Corp | 11,089 | $604.3K | 0.02% | +210+1.9% | Added |
| Cresset Asset Management, LLC | 10,417 | $567.6K | 0.00% | +1,331+14.6% | Added |
| Pacer Advisors, Inc. | 10,409 | $567.2K | 0.00% | −325−3.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $565.7K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,303 | $561.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,270 | $560.0K | 0.00% | −833−7.5% | Reduced |
| Rhumbline Advisers | 10,197 | $555.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,231 | $554.0K | 0.00% | −1,392−12.0% | Reduced |
| Evergreen Capital Management LLC | 9,796 | $533.8K | 0.02% | +2,719+38.4% | Added |
| Pathstone Holdings, LLC | 9,733 | $530.3K | 0.00% | −461−4.5% | Reduced |
| First National Trust Co | 9,318 | $507.7K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 9,149 | $498.5K | 0.01% | −48−0.5% | Reduced |
| Monticello Wealth Management, LLC | 9,096 | $495.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 9,041 | $492.6K | 0.00% | −204−2.2% | Reduced |
| Ruggaard & Associates LLC | 8,980 | $489.3K | 0.21% | +400+4.7% | Added |
| First Affirmative Financial Network | 8,873 | $483.5K | 0.26% | −1,833−17.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,851 | $482.3K | 0.06% | −5,333−37.6% | Reduced |
| Barometer Capital Management Inc. | 6,515 | $473.2K | 0.14% | −11,619−64.1% | Reduced |
| Atomi Financial Group, Inc. | 8,626 | $470.0K | 0.03% | +2,533+41.6% | Added |
| Ravenstone Capital Management Inc. | 8,153 | $444.8K | 0.27% | +35+0.4% | Added |
| Silverlake Wealth Management LLC | 7,976 | $434.6K | 0.17% | −1,570−16.4% | Reduced |
| Veriti Management LLC | 7,890 | $429.9K | 0.02% | +878+12.5% | Added |
| Cohen Investment Advisors LLC | 7,493 | $408.3K | 0.25% | +12+0.2% | Added |
| Equitable Holdings, Inc. | 7,475 | $407.3K | 0.00% | −689−8.4% | Reduced |
| Ridgewood Investments LLC | 6,760 | $368.4K | 0.18% | −650−8.8% | Reduced |
| Tudor Investment Corp Et Al | 6,667 | $363.3K | 0.00% | +6,667 | New |
| Advisors Asset Management, Inc. | 6,550 | $356.9K | 0.01% | −2,594−28.4% | Reduced |
| Guggenheim Capital LLC | 6,382 | $347.8K | 0.00% | −6,471−50.3% | Reduced |
| Envestnet Asset Management Inc | 6,208 | $338.3K | 0.00% | −557−8.2% | Reduced |
| Squarepoint Ops LLC | 6,181 | $336.8K | 0.00% | −9,205−59.8% | Reduced |
| Ritholtz Wealth Management | 6,091 | $331.9K | 0.01% | −5,093−45.5% | Reduced |
| Private Advisor Group, LLC | 6,037 | $329.0K | 0.00% | −74−1.2% | Reduced |
| Forbes J M & Co LLP | 6,000 | $326.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| PDS Planning, Inc | 5,776 | $314.7K | 0.03% | −21−0.4% | Reduced |
| AQR Capital Management LLC | 5,750 | $313.3K | 0.00% | +709+14.1% | Added |
| Applied Capital LLC | 5,616 | $306.0K | 0.24% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,530 | $301.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,506 | $300.0K | 0.03% | +5,506 | New |
| Integrated Wealth Concepts LLC | 5,428 | $295.8K | 0.00% | −119−2.1% | Reduced |
| Numerai GP LLC | 5,403 | $294.4K | 0.08% | +5,403 | New |
| Raymond James Financial Services Advisors, Inc. | 5,231 | $285.0K | 0.00% | −26−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,151 | $280.7K | 0.01% | −18,274−78.0% | Reduced |
| TownSquare Capital, LLC | 5,110 | $278.5K | 0.00% | −219−4.1% | Reduced |
| GWM Advisors LLC | 5,050 | $275.2K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,916 | $267.9K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,900 | $267.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,866 | $265.1K | 0.19% | +4,596+1,702.2% | Added |
| Old North State Trust, LLC | 4,872 | $265.0K | 0.22% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,850 | $264.3K | 0.05% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,835 | $263.5K | 0.11% | −924−16.0% | Reduced |
| Baskin Financial Services Inc. | 4,823 | $263.0K | 0.02% | +4,823 | New |
| Two Sigma Securities, LLC | 4,791 | $261.1K | 0.02% | −5,945−55.4% | Reduced |
| Nwam LLC | 4,785 | $260.7K | 0.02% | +4,785 | New |
| Verition Fund Management LLC | 4,742 | $258.4K | 0.00% | +4,742 | New |
| West Family Investments, Inc. | 4,702 | $256.2K | 0.09% | −461−8.9% | Reduced |
| Callahan Advisors, LLC | 4,700 | $256.1K | 0.02% | +4,700 | New |
| Fiduciary Financial Group, LLC | 4,872 | $255.1K | 0.06% | +343+7.6% | Added |
| Merit Financial Group, LLC | 4,634 | $252.5K | 0.01% | −1,931−29.4% | Reduced |
| Callan Capital, LLC | 4,575 | $249.3K | 0.02% | +4,575 | New |
| Murchinson Ltd. | 4,564 | $248.7K | 0.10% | +4,564 | New |
| AE Wealth Management LLC | 4,532 | $246.9K | 0.00% | −38−0.8% | Reduced |
| Prospera Financial Services Inc | 4,402 | $239.9K | 0.01% | −1,068−19.5% | Reduced |
| Vident Advisory, LLC | 4,290 | $233.8K | 0.01% | +4,290 | New |
| Alera Investment Advisors, LLC | 4,261 | $232.2K | 0.03% | −584−12.1% | Reduced |
| Hexagon Capital Partners LLC | 4,173 | $227.4K | 0.04% | −66−1.6% | Reduced |
| HB Wealth Management, LLC | 4,079 | $222.3K | 0.00% | +4,079 | New |
| Sequoia Financial Advisors, LLC | 4,054 | $220.9K | 0.00% | +4,054 | New |
| Mutual Advisors, LLC | 4,205 | $220.5K | 0.01% | +4,205 | New |
| Abel Hall, LLC | 4,000 | $218.0K | 0.14% | +4,000 | New |
| Enterprise Bank & Trust Co | 3,977 | $216.7K | 0.07% | +3,977 | New |
| Alan B. Lancz & Associates, Inc. | 3,900 | $212.5K | 0.19% | +3,900 | New |
| Blair William & Co | 3,893 | $212.2K | 0.00% | +3,893 | New |
| Five Oceans Advisors | 3,805 | $207.3K | 0.10% | −1,044−21.5% | Reduced |
| Kavar Capital Partners Group, LLC | 3,800 | $207.1K | 0.03% | +3,800 | New |