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 |
|---|---|---|---|---|---|
| Spartan Fund Management Inc. | 2,580 | $138.6K | 0.46% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,742 | $147.3K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,813 | $151.1K | 0.01% | +100+3.7% | Added |
| Lindbrook Capital, LLC | 2,860 | $153.6K | 0.01% | +264+10.2% | Added |
| Macquarie Group Ltd | 2,873 | $154.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,933 | $157.6K | 0.00% | −3,617−55.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,007 | $160.5K | 0.00% | +464+18.2% | Added |
| Principal Securities, Inc. | 3,046 | $163.6K | 0.00% | +2,199+259.6% | Added |
| Parallel Advisors, LLC | 3,093 | $166.2K | 0.00% | +405+15.1% | Added |
| Investors Research Corp | 3,200 | $171.9K | 0.04% | −300−8.6% | Reduced |
| Addison Advisors LLC | 3,685 | $198.0K | 0.06% | +328+9.8% | Added |
| LSV Asset Management | 3,700 | $199.0K | 0.00% | +400+12.1% | Added |
| Almanack Investment Partners, LLC. | 3,758 | $201.9K | 0.03% | +3,758 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $202.3K | 0.03% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,800 | $204.1K | 0.03% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 3,824 | $205.0K | 0.02% | −999−20.7% | Reduced |
| Glenmede Trust Co NA | 3,825 | $205.5K | 0.00% | +3,825 | New |
| Alan B. Lancz & Associates, Inc. | 3,900 | $209.5K | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 3,903 | $209.7K | 0.00% | +10+0.3% | Added |
| Moran Wealth Management, LLC | 3,925 | $210.9K | 0.01% | +240+6.5% | Added |
| Mutual Advisors, LLC | 4,117 | $212.8K | 0.01% | −88−2.1% | Reduced |
| Enterprise Bank & Trust Co | 3,977 | $213.6K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,980 | $213.8K | 0.03% | −4,871−55.0% | Reduced |
| Evelyn Partners Investment Management LLP | 3,985 | $213.8K | 0.01% | +3,985 | New |
| Manske Wealth Management | 3,995 | $214.6K | 0.09% | +3,995 | New |
| Abel Hall, LLC | 4,000 | $214.9K | 0.14% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,037 | $216.9K | 0.01% | +4,037 | New |
| Dynamic Advisor Solutions LLC | 4,038 | $216.9K | 0.01% | −5,111−55.9% | Reduced |
| Callan Capital, LLC | 4,058 | $218.0K | 0.02% | −517−11.3% | Reduced |
| HB Wealth Management, LLC | 4,079 | $219.1K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,081 | $219.2K | 0.00% | +4,081 | New |
| Vista Wealth Management Group, LLC | 4,096 | $220.0K | 0.01% | +337+9.0% | Added |
| Kestra Advisory Services, LLC | 4,196 | $225.4K | 0.00% | +4,196 | New |
| Squarepoint Ops LLC | 4,244 | $228.0K | 0.00% | −1,937−31.3% | Reduced |
| Hexagon Capital Partners LLC | 4,249 | $228.3K | 0.04% | +76+1.8% | Added |
| Checchi Capital Advisers, LLC | 4,283 | $230.1K | 0.02% | +574+15.5% | Added |
| Five Oceans Advisors | 4,330 | $232.6K | 0.11% | +525+13.8% | Added |
| AE Wealth Management LLC | 4,376 | $235.1K | 0.00% | −156−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,416 | $237.2K | 0.00% | +362+8.9% | Added |
| Fiduciary Financial Group, LLC | 4,802 | $246.4K | 0.05% | −70−1.4% | Reduced |
| Vident Advisory, LLC | 4,648 | $249.7K | 0.00% | +358+8.3% | Added |
| West Family Investments, Inc. | 4,702 | $252.6K | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,737 | $254.5K | 0.01% | +4,737 | New |
| Sara-Bay Financial | 4,727 | $254.8K | 0.09% | −108−2.2% | Reduced |
| Nwam LLC | 4,788 | $257.2K | 0.02% | +3+0.1% | Added |
| 1620 Investment Advisors, Inc. | 4,790 | $257.3K | 0.20% | −76−1.6% | Reduced |
| Syon Capital LLC | 4,842 | $260.1K | 0.02% | +4,842 | New |
| Westover Capital Advisors, LLC | 4,850 | $260.5K | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,872 | $262.0K | 0.17% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,896 | $263.0K | 0.05% | +4,896 | New |
| Merit Financial Group, LLC | 4,905 | $263.5K | 0.00% | +271+5.8% | Added |
| Venture Visionary Partners LLC | 4,916 | $264.1K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,932 | $264.9K | 0.01% | +530+12.0% | Added |
| Transamerica Financial Advisors, Inc. | 5,034 | $271.0K | 0.03% | −472−8.6% | Reduced |
| Magnus Financial Group LLC | 5,100 | $274.0K | 0.03% | +200+4.1% | Added |
| Hemenway Trust Co LLC | 5,140 | $276.1K | 0.02% | −390−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,399 | $290.0K | 0.01% | +248+4.8% | Added |
| Mediolanum International Funds Ltd | 5,445 | $292.3K | 0.00% | +5,445 | New |
| Integrated Wealth Concepts LLC | 5,515 | $296.3K | 0.00% | +87+1.6% | Added |
| Applied Capital LLC | 5,616 | $301.7K | 0.24% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,655 | $303.8K | 0.00% | +5,655 | New |
| TownSquare Capital, LLC | 5,760 | $309.4K | 0.00% | +650+12.7% | Added |
| PDS Planning, Inc | 5,776 | $310.3K | 0.03% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,940 | $319.1K | 0.19% | +5,940 | New |
| Mercer Global Advisors Inc | 5,942 | $319.2K | 0.00% | +5,942 | New |
| Forbes J M & Co LLP | 6,000 | $322.3K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,248 | $335.7K | 0.00% | +211+3.5% | Added |
| Callahan Advisors, LLC | 6,420 | $344.9K | 0.03% | +1,720+36.6% | Added |
| Susquehanna International Group, LLP | 6,445 | $346.2K | 0.00% | +6,445 | New |
| Colony Group, LLC | 6,482 | $348.2K | 0.00% | +6,482 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 6,495 | $348.6K | 0.00% | +6,495 | New |
| May Hill Capital, LLC | 6,645 | $357.0K | 0.14% | +6,645 | New |
| Equitable Holdings, Inc. | 6,656 | $357.6K | 0.00% | −819−11.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,950 | $373.0K | 0.23% | +6,950 | New |
| Virtu Financial LLC | 7,385 | $397.0K | 0.02% | +7,385 | New |
| First Affirmative Financial Network | 7,513 | $403.6K | 0.23% | −1,360−15.3% | Reduced |
| Cohen Investment Advisors LLC | 7,610 | $408.8K | 0.25% | +117+1.6% | Added |
| Danske Bank A/S | 7,621 | $408.9K | 0.00% | +7,621 | New |
| Envestnet Asset Management Inc | 7,621 | $409.4K | 0.00% | +1,413+22.8% | Added |
| AlphaCore Capital LLC | 7,687 | $412.9K | 0.09% | +7,687 | New |
| Silverlake Wealth Management LLC | 8,504 | $456.8K | 0.18% | +528+6.6% | Added |
| Guggenheim Capital LLC | 8,608 | $462.4K | 0.00% | +2,226+34.9% | Added |
| Sumitomo Life Insurance Co | 8,898 | $478.0K | 0.01% | −184−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,898 | $478.0K | 0.00% | −184−2.0% | Reduced |
| Ruggaard & Associates LLC | 8,981 | $482.5K | 0.21% | +10.0% | Added |
| AQR Capital Management LLC | 9,040 | $485.6K | 0.00% | +3,290+57.2% | Added |
| Monticello Wealth Management, LLC | 9,096 | $488.6K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,451 | $507.7K | 0.01% | +3,360+55.2% | Added |
| Pathstone Holdings, LLC | 9,704 | $519.0K | 0.00% | −29−0.3% | Reduced |
| Twinbeech Capital LP | 9,673 | $519.6K | 0.01% | +9,673 | New |
| Sigma Planning Corp | 10,267 | $551.6K | 0.02% | −822−7.4% | Reduced |
| SIG North Trading, ULC | 10,298 | $553.2K | 0.13% | −478,885−97.9% | Reduced |
| Janney Montgomery Scott LLC | 10,359 | $557.0K | 0.00% | +89+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $557.7K | 0.12% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,589 | $568.8K | 0.00% | +392+3.8% | Added |
| Pacer Advisors, Inc. | 10,698 | $574.7K | 0.00% | +289+2.8% | Added |
| Samalin Investment Counsel, LLC | 10,740 | $577.0K | 0.25% | +10,740 | New |
| Evergreen Capital Management LLC | 10,850 | $582.9K | 0.02% | +1,054+10.8% | Added |
| Atomi Financial Group, Inc. | 11,065 | $594.4K | 0.03% | +2,439+28.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,184 | $600.8K | 0.04% | −13,101−53.9% | Reduced |