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, Q4 2024
Institutional positions in Bank of Nova Scotia as of Dec 31, 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
- 442
- +36 vs. Q3 2024
- Shares held
- 543.9M
- −34.2M (−5.9%) vs. Q3 2024
- Total value
- $29.3B
- −$2.08B (−6.6%) vs. Q3 2024
- New holders
- 69
- 153 more added
- Sold out
- 33
- 138 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 4 | $215 | 0.00% | +4 | New |
| NewSquare Capital LLC | 7 | $376 | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 13 | $698 | 0.00% | −1,565−99.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 14 | $752 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 17 | $913 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 22 | $1.18K | 0.00% | +22 | New |
| Mather Group, LLC. | 36 | $1.93K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 45 | $2.42K | 0.00% | +45 | New |
| Zions Bancorporation, N.A. | 49 | $2.63K | 0.00% | −5−9.3% | Reduced |
| GWM Advisors LLC | 51 | $2.72K | 0.00% | −4,999−99.0% | Reduced |
| Creekmur Asset Management LLC | 66 | $3.55K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 74 | $3.98K | 0.01% | +74 | New |
| Highline Wealth Partners LLC | 77 | $4.14K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Coppell Advisory Solutions LLC | 89 | $4.80K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $4.83K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 92 | $4.94K | 0.00% | +38+70.4% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 95 | $5.10K | 0.00% | +95 | New |
| New England Capital Financial Advisors LLC | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $5.37K | 0.00% | +100 | New |
| Transce3nd, LLC | 100 | $5.37K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 112 | $5.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $6.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $6.55K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $7.36K | 0.00% | +137 | New |
| GAMMA Investing LLC | 190 | $10.2K | 0.00% | +190 | New |
| Financial Management Professionals, Inc. | 194 | $10.4K | 0.00% | +71+57.7% | Added |
| Coastline Trust Co | 195 | $10.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 215 | $11.6K | 0.00% | +215 | New |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 258 | $13.9K | 0.00% | +20+8.4% | Added |
| Consultiva Wealth Management, Corp. | 270 | $14.5K | 0.07% | +270 | New |
| Larson Financial Group LLC | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $16.1K | 0.00% | +300 | New |
| IFP Advisors, Inc | 315 | $16.9K | 0.00% | +193+158.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 319 | $17.1K | 0.00% | +107+50.5% | Added |
| Clean Yield Group | 363 | $19.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $19.7K | 0.00% | +6+1.7% | Added |
| Eastern Bank | 393 | $21.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 398 | $21.4K | 0.00% | −24−5.7% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 402 | $21.7K | 0.00% | −61−13.2% | Reduced |
| GeoWealth Management, LLC | 428 | $23.0K | 0.00% | +363+558.5% | Added |
| Capital Analysts, LLC | 436 | $23.0K | 0.00% | +6+1.4% | Added |
| Delta Asset Management LLC | 450 | $24.2K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $25.2K | 0.02% | +469 | New |
| Coston, McIsaac & Partners | 501 | $26.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 494 | $26.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 600 | $32.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 639 | $32.9K | 0.00% | +350+121.1% | Added |
| Bruce G. Allen Investments, LLC | 624 | $33.5K | 0.03% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 457 | $34.0K | 0.00% | −733−61.6% | Reduced |
| Princeton Global Asset Management LLC | 650 | $34.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $34.9K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 679 | $36.5K | 0.05% | +679 | New |
| North Star Investment Management Corp. | 700 | $37.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $37.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $39.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 797 | $42.8K | 0.00% | −64−7.4% | Reduced |
| Geneos Wealth Management Inc. | 819 | $44.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 849 | $45.6K | 0.01% | −545−39.1% | Reduced |
| MAI Capital Management | 861 | $46.3K | 0.00% | +861 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 862 | $46.3K | 0.02% | +12+1.4% | Added |
| Live Oak Investment Partners | – | $47.2K | 0.04% | – | – |
| Bollard Group LLC | 908 | $49.0K | 0.00% | +2+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 584 | $49.7K | 0.00% | +584 | New |
| NBT Bank N A | 1,000 | $53.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $53.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,055 | $56.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,141 | $61.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,176 | $63.2K | 0.00% | +172+17.1% | Added |
| Tompkins Financial Corp | 1,300 | $69.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $72.5K | 0.03% | +1,350 | New |
| Harbour Investments, Inc. | 1,430 | $76.8K | 0.00% | −1,348−48.5% | Reduced |
| Quadrant Capital Group LLC | 1,475 | $79.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,522 | $81.8K | 0.00% | −151−9.0% | Reduced |
| Atlas Capital Advisors LLC | 1,548 | $83.2K | 0.01% | +1,548 | New |
| Steward Partners Investment Advisory, LLC | 1,597 | $85.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,687 | $90.6K | 0.00% | +8+0.5% | Added |
| Dunhill Financial, LLC | 1,771 | $95.2K | 0.04% | +1,771 | New |
| Bryn Mawr Trust Co | 2,039 | $109.5K | 0.00% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $111.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,368 | $122.4K | 0.00% | +367+18.3% | Added |
| CWM, LLC | 2,306 | $124.0K | 0.00% | +56+2.5% | Added |
| Proequities, Inc. | 2,406 | $125.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,439 | $131.0K | 0.01% | −31,699−92.9% | Reduced |
| Gulf International Bank (UK) Ltd | 2,575 | $138.0K | 0.00% | −1,015−28.3% | Reduced |
| Ridgewood Investments LLC | 2,570 | $138.1K | 0.07% | −4,190−62.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,573 | $138.2K | 0.00% | −915−26.2% | Reduced |