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 |
|---|---|---|---|---|---|
| HRT Financial LP | 3,783 | $206.0K | 0.00% | −7,157−65.4% | Reduced |
| Bayesian Capital Management, LP | 3,773 | $205.6K | 0.02% | +3,773 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $205.2K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,759 | $204.8K | 0.01% | +3,759 | New |
| Checchi Capital Advisers, LLC | 3,709 | $202.1K | 0.02% | +3,709 | New |
| Moran Wealth Management, LLC | 3,685 | $200.8K | 0.01% | +3,685 | New |
| Gulf International Bank (UK) Ltd | 3,590 | $195.0K | 0.01% | −4,013−52.8% | Reduced |
| Brown Brothers Harriman & Co | 3,568 | $194.4K | 0.00% | +3,122+700.0% | Added |
| Investors Research Corp | 3,500 | $190.7K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,488 | $190.1K | 0.00% | +778+28.7% | Added |
| Addison Advisors LLC | 3,357 | $182.9K | 0.05% | +227+7.3% | Added |
| LSV Asset Management | 3,300 | $180.0K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,288 | $179.2K | 0.01% | +3,288 | New |
| Alta Advisers Ltd | 3,053 | $166.5K | 0.08% | +3,053 | New |
| Macquarie Group Ltd | 2,873 | $156.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,778 | $151.4K | 0.00% | +528+23.5% | Added |
| Cromwell Holdings LLC | 2,742 | $149.4K | 0.10% | −232−7.8% | Reduced |
| Farther Finance Advisors, LLC | 2,713 | $147.8K | 0.01% | +288+11.9% | Added |
| Parallel Advisors, LLC | 2,688 | $146.5K | 0.00% | +431+19.1% | Added |
| Lindbrook Capital, LLC | 2,596 | $141.5K | 0.01% | −171−6.2% | Reduced |
| Spartan Fund Management Inc. | 2,580 | $140.6K | 0.42% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,543 | $138.6K | 0.00% | −63−2.4% | Reduced |
| Proequities, Inc. | 2,406 | $131.1K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,749 | $129.0K | 0.02% | −2,130−54.9% | Reduced |
| CWM, LLC | 2,250 | $123.0K | 0.00% | +105+4.9% | Added |
| Live Oak Investment Partners | – | $122.1K | 0.09% | – | – |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $112.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,039 | $111.1K | 0.00% | +2,039 | New |
| CIBC Private Wealth Group, LLC | 2,001 | $109.0K | 0.00% | −118−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,805 | $98.5K | 0.00% | +1,805 | New |
| Clearstead Advisors, LLC | 1,679 | $91.5K | 0.00% | +8+0.5% | Added |
| EverSource Wealth Advisors, LLC | 1,673 | $91.2K | 0.01% | +85+5.4% | Added |
| Mondrian Investment Partners LTD | 1,190 | $87.7K | 0.00% | −201−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,597 | $87.0K | 0.00% | +101+6.8% | Added |
| Quadrant Capital Group LLC | 1,475 | $80.4K | 0.01% | −110−6.9% | Reduced |
| Independence Bank of Kentucky | 1,394 | $76.0K | 0.02% | +1,394 | New |
| Pathway Financial Advisers, LLC | 3,972,234 | $72.9K | 0.03% | +3,899,760+5,380.9% | Added |
| Ronald Blue Trust, Inc. | 1,578 | $72.1K | 0.00% | +997+171.6% | Added |
| Tompkins Financial Corp | 1,300 | $70.8K | 0.01% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 1,242 | $67.7K | 0.02% | −220−15.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,141 | $62.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,071 | $58.4K | 0.00% | −1,774−62.4% | Reduced |
| City State Bank | 1,055 | $57.5K | 0.02% | +1,055 | New |
| Massmutual Trust Co FSB | 1,004 | $54.7K | 0.00% | +70+7.5% | 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 |
| Bollard Group LLC | 906 | $49.0K | 0.00% | +3+0.3% | Added |
| BNP Paribas Arbitrage, SA | 861 | $46.9K | 0.00% | +810+1,588.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 850 | $46.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 847 | $46.2K | 0.00% | +447+111.8% | Added |
| Geneos Wealth Management Inc. | 819 | $44.6K | 0.00% | +684+506.7% | Added |
| Pinnacle Bancorp, Inc. | 735 | $40.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Clear Street Markets LLC | 700 | $38.0K | 0.02% | −800−53.3% | 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 |
| Bruce G. Allen Investments, LLC | 624 | $34.0K | 0.03% | −4−0.6% | Reduced |
| Hall Laurie J Trustee | 600 | $33.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 494 | $26.9K | 0.00% | +1+0.2% | Added |
| Smartleaf Asset Management LLC | 463 | $25.2K | 0.00% | +463 | New |
| Delta Asset Management LLC | 450 | $24.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 430 | $23.0K | 0.00% | +7+1.7% | Added |
| Fifth Third Bancorp | 422 | $23.0K | 0.00% | +64+17.9% | Added |
| Armstrong Advisory Group, Inc | 400 | $21.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 393 | $21.4K | 0.00% | +393 | New |
| Clean Yield Group | 363 | $19.8K | 0.01% | +363 | New |
| BOK Financial Private Wealth, Inc. | 362 | $19.7K | 0.00% | +6+1.7% | Added |
| Larson Financial Group LLC | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 289 | $15.7K | 0.00% | −23−7.4% | Reduced |
| Rothschild Investment LLC | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $11.6K | 0.00% | −23−9.8% | Reduced |
| 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 |
| Coastline Trust Co | 195 | $10.6K | 0.00% | +195 | New |
| NBC Securities, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 140 | $7.63K | 0.00% | +140 | New |
| Financial Management Professionals, Inc. | 123 | $7.00K | 0.00% | +57+86.4% | Added |
| Lipe & Dalton | 125 | $7.00K | 0.00% | +125 | New |
| IFP Advisors, Inc | 122 | $6.65K | 0.00% | +86+238.9% | Added |
| Bell Investment Advisors, Inc | 122 | $6.65K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $5.85K | 0.00% | +44+64.7% | Added |
| 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 |
| 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 |
| MeadowBrook Investment Advisors LLC | 90 | $4.90K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $4.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $4.30K | 0.00% | −17,020−99.5% | Reduced |
| Highline Wealth Partners LLC | 77 | $4.20K | 0.00% | +57+285.0% | Added |
| Creekmur Asset Management LLC | 66 | $3.60K | 0.00% | 00.0% | Unchanged |