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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 4,702 | $252.6K | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,648 | $249.7K | 0.00% | +358+8.3% | Added |
| Fiduciary Financial Group, LLC | 4,802 | $246.4K | 0.05% | −70−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,416 | $237.2K | 0.00% | +362+8.9% | Added |
| AE Wealth Management LLC | 4,376 | $235.1K | 0.00% | −156−3.4% | Reduced |
| Five Oceans Advisors | 4,330 | $232.6K | 0.11% | +525+13.8% | Added |
| Checchi Capital Advisers, LLC | 4,283 | $230.1K | 0.02% | +574+15.5% | Added |
| Hexagon Capital Partners LLC | 4,249 | $228.3K | 0.04% | +76+1.8% | Added |
| Squarepoint Ops LLC | 4,244 | $228.0K | 0.00% | −1,937−31.3% | Reduced |
| Kestra Advisory Services, LLC | 4,196 | $225.4K | 0.00% | +4,196 | New |
| Vista Wealth Management Group, LLC | 4,096 | $220.0K | 0.01% | +337+9.0% | Added |
| Savant Capital, LLC | 4,081 | $219.2K | 0.00% | +4,081 | New |
| HB Wealth Management, LLC | 4,079 | $219.1K | 0.00% | 00.0% | Unchanged |
| Callan Capital, LLC | 4,058 | $218.0K | 0.02% | −517−11.3% | Reduced |
| Dynamic Advisor Solutions LLC | 4,038 | $216.9K | 0.01% | −5,111−55.9% | Reduced |
| SBI Securities Co., Ltd. | 4,037 | $216.9K | 0.01% | +4,037 | New |
| Abel Hall, LLC | 4,000 | $214.9K | 0.14% | 00.0% | Unchanged |
| Manske Wealth Management | 3,995 | $214.6K | 0.09% | +3,995 | New |
| Evelyn Partners Investment Management LLP | 3,985 | $213.8K | 0.01% | +3,985 | New |
| GPS Wealth Strategies Group, LLC | 3,980 | $213.8K | 0.03% | −4,871−55.0% | Reduced |
| Enterprise Bank & Trust Co | 3,977 | $213.6K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,117 | $212.8K | 0.01% | −88−2.1% | Reduced |
| Moran Wealth Management, LLC | 3,925 | $210.9K | 0.01% | +240+6.5% | Added |
| Blair William & Co | 3,903 | $209.7K | 0.00% | +10+0.3% | Added |
| Alan B. Lancz & Associates, Inc. | 3,900 | $209.5K | 0.21% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,825 | $205.5K | 0.00% | +3,825 | New |
| Baskin Financial Services Inc. | 3,824 | $205.0K | 0.02% | −999−20.7% | Reduced |
| Kavar Capital Partners Group, LLC | 3,800 | $204.1K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,765 | $202.3K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,758 | $201.9K | 0.03% | +3,758 | New |
| LSV Asset Management | 3,700 | $199.0K | 0.00% | +400+12.1% | Added |
| Addison Advisors LLC | 3,685 | $198.0K | 0.06% | +328+9.8% | Added |
| Investors Research Corp | 3,200 | $171.9K | 0.04% | −300−8.6% | Reduced |
| Parallel Advisors, LLC | 3,093 | $166.2K | 0.00% | +405+15.1% | Added |
| Principal Securities, Inc. | 3,046 | $163.6K | 0.00% | +2,199+259.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,007 | $160.5K | 0.00% | +464+18.2% | Added |
| Advisors Asset Management, Inc. | 2,933 | $157.6K | 0.00% | −3,617−55.2% | Reduced |
| Macquarie Group Ltd | 2,873 | $154.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,860 | $153.6K | 0.01% | +264+10.2% | Added |
| Farther Finance Advisors, LLC | 2,813 | $151.1K | 0.01% | +100+3.7% | Added |
| Cromwell Holdings LLC | 2,742 | $147.3K | 0.08% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 2,580 | $138.6K | 0.46% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,573 | $138.2K | 0.00% | −915−26.2% | Reduced |
| Ridgewood Investments LLC | 2,570 | $138.1K | 0.07% | −4,190−62.0% | Reduced |
| Gulf International Bank (UK) Ltd | 2,575 | $138.0K | 0.00% | −1,015−28.3% | Reduced |
| Headlands Technologies LLC | 2,439 | $131.0K | 0.01% | −31,699−92.9% | Reduced |
| Proequities, Inc. | 2,406 | $125.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,306 | $124.0K | 0.00% | +56+2.5% | Added |
| CIBC Private Wealth Group, LLC | 2,368 | $122.4K | 0.00% | +367+18.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $111.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,039 | $109.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,771 | $95.2K | 0.04% | +1,771 | New |
| Clearstead Advisors, LLC | 1,687 | $90.6K | 0.00% | +8+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,597 | $85.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,548 | $83.2K | 0.01% | +1,548 | New |
| EverSource Wealth Advisors, LLC | 1,522 | $81.8K | 0.00% | −151−9.0% | Reduced |
| Quadrant Capital Group LLC | 1,475 | $79.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,430 | $76.8K | 0.00% | −1,348−48.5% | Reduced |
| Fortitude Family Office, LLC | 1,350 | $72.5K | 0.03% | +1,350 | New |
| Tompkins Financial Corp | 1,300 | $69.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,176 | $63.2K | 0.00% | +172+17.1% | Added |
| Farmers & Merchants Investments Inc | 1,141 | $61.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,055 | $56.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 584 | $49.7K | 0.00% | +584 | New |
| Bollard Group LLC | 908 | $49.0K | 0.00% | +2+0.2% | Added |
| Live Oak Investment Partners | – | $47.2K | 0.04% | – | – |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 862 | $46.3K | 0.02% | +12+1.4% | Added |
| MAI Capital Management | 861 | $46.3K | 0.00% | +861 | New |
| Independence Bank of Kentucky | 849 | $45.6K | 0.01% | −545−39.1% | Reduced |
| Geneos Wealth Management Inc. | 819 | $44.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 797 | $42.8K | 0.00% | −64−7.4% | Reduced |
| Pinnacle Bancorp, Inc. | 735 | $39.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bayforest Capital Ltd | 679 | $36.5K | 0.05% | +679 | New |
| Princeton Global Asset Management LLC | 650 | $34.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $34.9K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 457 | $34.0K | 0.00% | −733−61.6% | Reduced |
| Bruce G. Allen Investments, LLC | 624 | $33.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 639 | $32.9K | 0.00% | +350+121.1% | Added |
| Hall Laurie J Trustee | 600 | $32.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 494 | $26.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $26.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $25.2K | 0.02% | +469 | New |
| Delta Asset Management LLC | 450 | $24.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 436 | $23.0K | 0.00% | +6+1.4% | Added |
| GeoWealth Management, LLC | 428 | $23.0K | 0.00% | +363+558.5% | Added |
| Smartleaf Asset Management LLC | 402 | $21.7K | 0.00% | −61−13.2% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 398 | $21.4K | 0.00% | −24−5.7% | Reduced |
| Eastern Bank | 393 | $21.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $19.7K | 0.00% | +6+1.7% | Added |
| Clean Yield Group | 363 | $19.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 319 | $17.1K | 0.00% | +107+50.5% | Added |
| IFP Advisors, Inc | 315 | $16.9K | 0.00% | +193+158.2% | Added |
| Larson Financial Group LLC | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $16.1K | 0.00% | +300 | New |