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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.

Institutional holdersQ4 2024: 442 institutions
Q1 2021: 385 institutionsQ2 2021: 394 institutionsQ3 2021: 419 institutionsQ4 2021: 438 institutionsQ1 2022: 440 institutionsQ2 2022: 434 institutionsQ3 2022: 416 institutionsQ4 2022: 418 institutionsQ1 2023: 405 institutionsQ2 2023: 386 institutionsQ3 2023: 395 institutionsQ4 2023: 390 institutionsQ1 2024: 399 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 442 institutionsQ1 2025: 419 institutionsQ2 2025: 433 institutionsQ3 2025: 460 institutionsQ4 2025: 484 institutionsQ1 2026: 508 institutionsQ2 2026: 535 institutions
Value heldQ4 2024: $29.3B
Q1 2021: $36.4BQ2 2021: $37.1BQ3 2021: $36.0BQ4 2021: $39.4BQ1 2022: $38.8BQ2 2022: $33.2BQ3 2022: $26.9BQ4 2022: $26.8BQ1 2023: $28.3BQ2 2023: $27.3BQ3 2023: $24.5BQ4 2023: $26.4BQ1 2024: $29.1BQ2 2024: $26.0BQ3 2024: $31.4BQ4 2024: $29.3BQ1 2025: $27.3BQ2 2025: $33.5BQ3 2025: $35.8BQ4 2025: $42.2BQ1 2026: $37.3BQ2 2026: $47.7B
Institutions holding BNS and their total value by quarter
QuarterHoldersValue
Q2 2026535$47.7B
Q1 2026508$37.3B
Q4 2025484$42.2B
Q3 2025460$35.8B
Q2 2025433$33.5B
Q1 2025419$27.3B
Q4 2024442$29.3B
Q3 2024412$31.4B
Q2 2024393$26.0B
Q1 2024399$29.1B
Q4 2023390$26.4B
Q3 2023395$24.5B
Q2 2023386$27.3B
Q1 2023405$28.3B
Q4 2022418$26.8B
Q3 2022416$26.9B
Q2 2022434$33.2B
Q1 2022440$38.8B
Q4 2021438$39.4B
Q3 2021419$36.0B
Q2 2021394$37.1B
Q1 2021385$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.

Institutions holding BNS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Consultiva Wealth Management, Corp.270$14.5K0.07%+270New
JFS Wealth Advisors, LLC258$13.9K0.00%+20+8.4%Added
Rothschild Investment LLC250$13.4K0.00%00.0%Unchanged
Trust Co of Vermont250$13.4K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC245$13.0K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC215$11.6K0.00%+215New
Asset Dedication, LLC200$10.7K0.00%00.0%Unchanged
FSA Wealth Management LLC200$10.7K0.00%00.0%Unchanged
Coastline Trust Co195$10.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.194$10.4K0.00%+71+57.7%Added
GAMMA Investing LLC190$10.2K0.00%+190New
Versant Capital Management, Inc137$7.36K0.00%+137New
Lipe & Dalton125$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc122$6.55K0.00%00.0%Unchanged
CVA Family Office, LLC115$6.18K0.00%00.0%Unchanged
Cornerstone Planning Group LLC112$5.84K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$5.37K0.00%00.0%Unchanged
Financial Perspectives, Inc100$5.37K0.00%00.0%Unchanged
UMA Financial Services, Inc.100$5.37K0.00%+100New
Transce3nd, LLC100$5.37K0.00%+100New
Skopos Labs, Inc.95$5.10K0.00%+95New
Hazlett, Burt & Watson, Inc.100$5.00K0.00%00.0%Unchanged
Penserra Capital Management LLC105$5.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA100$5.00K0.00%00.0%Unchanged
Venturi Wealth Management, LLC92$4.94K0.00%+38+70.4%Added
MeadowBrook Investment Advisors LLC90$4.83K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC89$4.80K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC100$4.74K0.00%+100New
Highline Wealth Partners LLC77$4.14K0.00%00.0%Unchanged
Capital A Wealth Management, LLC74$3.98K0.01%+74New
Creekmur Asset Management LLC66$3.55K0.00%00.0%Unchanged
GWM Advisors LLC51$2.72K0.00%−4,999−99.0%Reduced
Zions Bancorporation, N.A.49$2.63K0.00%−5−9.3%Reduced
Kestra Investment Management, LLC45$2.42K0.00%+45New
Mather Group, LLC.36$1.93K0.00%00.0%Unchanged
Van Hulzen Asset Management, LLC22$1.18K0.00%+22New
Raffa Wealth Management, LLC20$1.07K0.00%00.0%Unchanged
Sierra Ocean, LLC17$9130.00%+17New
Caldwell Sutter Capital, Inc.14$7520.00%00.0%Unchanged
Ronald Blue Trust, Inc.13$6980.00%−1,565−99.2%Reduced
NewSquare Capital LLC7$3760.00%+7New
High Note Wealth, LLC4$2150.00%+4New
Nicola Wealth Management Ltd.0$00.00%−2,000,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−557,506−100.0%Sold out
Quadrature Capital Ltd0$00.00%−486,900−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−348,909−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−90,786−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−60,409−100.0%Sold out
CenterBook Partners LP0$00.00%−35,460−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−10,417−100.0%Sold out
Forum Financial Management, LP0$00.00%−10,303−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−6,515−100.0%Sold out
Veriti Management LLC0$00.00%−7,890−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−6,667−100.0%Sold out
Numerai GP LLC0$00.00%−5,403−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,791−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,742−100.0%Sold out
Murchinson Ltd.0$00.00%−4,564−100.0%Sold out
HRT Financial LP0$00.00%−3,783−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,773−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−3,568−100.0%Sold out
Alta Advisers Ltd0$00.00%−3,053−100.0%Sold out
Tobam0$00.00%−1,749−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−1,805−100.0%Sold out
Clear Street Markets LLC0$00.00%−700−100.0%Sold out
NBC Securities, Inc.0$00.00%−170−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−150−100.0%Sold out
Grove Bank & Trust0$00.00%−140−100.0%Sold out
True Wealth Design, LLC0$00.00%−79−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−50−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−47−100.0%Sold out
Claris Advisors, LLC0$00.00%−47−100.0%Sold out
Continuum Advisory, LLC0$00.00%−47−100.0%Sold out
Assetmark, Inc0$00.00%−21−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−123,358−100.0%Sold out
Guardian Capital Advisors LP––––Not filed
Insight Folios Inc––––Not filed
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Alera Investment Advisors, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed