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, Q1 2025
Institutional positions in Bank of Nova Scotia as of Mar 31, 2025. 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
- 419
- −14 vs. Q4 2024
- Shares held
- 573.2M
- +31.0M (+5.7%) vs. Q4 2024
- Total value
- $27.3B
- −$1.95B (−6.7%) vs. Q4 2024
- New holders
- 49
- 152 more added
- Sold out
- 63
- 142 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 4 | $190 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6 | $285 | 0.00% | −89−93.7% | Reduced |
| NewSquare Capital LLC | 10 | $474 | 0.00% | +3+42.9% | Added |
| Sierra Ocean, LLC | 17 | $806 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $949 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $976 | 0.00% | +20 | New |
| Mather Group, LLC. | 36 | $1.71K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 49 | $2.32K | 0.00% | +49 | New |
| GWM Advisors LLC | 51 | $2.41K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 68 | $3.23K | 0.00% | +55+423.1% | Added |
| Capital A Wealth Management, LLC | 74 | $3.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 77 | $3.65K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $5.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 116 | $5.50K | 0.00% | −78−40.2% | Reduced |
| Private Wealth Asset Management, LLC | 128 | $6.07K | 0.00% | +128 | New |
| Garde Capital, Inc. | 142 | $6.74K | 0.00% | +142 | New |
| Bell Investment Advisors, Inc | 163 | $7.73K | 0.00% | +41+33.6% | Added |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | +170 | New |
| GAMMA Investing LLC | 190 | $9.01K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 195 | $9.25K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $9.49K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $9.49K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 200 | $9.49K | 0.00% | +200 | New |
| Coldstream Capital Management Inc | 208 | $9.87K | 0.00% | +208 | New |
| Wayfinding Financial, LLC | 226 | $10.0K | 0.00% | +226 | New |
| Stonebridge Financial Group, LLC | 215 | $10.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 224 | $10.6K | 0.00% | +224 | New |
| JFS Wealth Advisors, LLC | 238 | $11.3K | 0.00% | −20−7.8% | Reduced |
| Rothschild Investment LLC | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 270 | $12.8K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 274 | $13.3K | 0.00% | −365−57.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 288 | $13.7K | 0.00% | +288 | New |
| Larson Financial Group LLC | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $14.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 369 | $17.5K | 0.00% | −29−7.3% | Reduced |
| Eastern Bank | 393 | $18.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 402 | $19.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 442 | $21.0K | 0.00% | +6+1.4% | Added |
| Delta Asset Management LLC | 450 | $21.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $22.2K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 549 | $26.0K | 0.02% | −75−12.0% | Reduced |
| Leonteq Securities AG | 563 | $26.7K | 0.00% | +563 | New |
| Princeton Global Asset Management LLC | 650 | $30.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $30.8K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 461 | $31.5K | 0.00% | +4+0.9% | Added |
| Geneos Wealth Management Inc. | 684 | $32.4K | 0.00% | −135−16.5% | Reduced |
| North Star Investment Management Corp. | 700 | $33.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $33.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $34.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 874 | $41.6K | 0.01% | +12+1.4% | Added |
| Bollard Group LLC | 909 | $43.0K | 0.00% | +1+0.1% | Added |
| NBT Bank N A | 1,000 | $47.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $47.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,003 | $47.6K | 0.00% | −173−14.7% | Reduced |
| Harbour Investments, Inc. | 1,033 | $49.0K | 0.00% | −397−27.8% | Reduced |
| City State Bank | 1,055 | $50.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,105 | $52.4K | 0.00% | +1,105 | New |
| Farmers & Merchants Investments Inc | 1,141 | $54.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,175 | $55.7K | 0.01% | +326+38.4% | Added |
| MAI Capital Management | 1,211 | $57.4K | 0.00% | +350+40.7% | Added |
| Tompkins Financial Corp | 1,300 | $61.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $64.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,371 | $65.0K | 0.03% | −400−22.6% | Reduced |
| Boston Private Wealth LLC | 1,449 | $68.7K | 0.00% | +1,449 | New |
| EverSource Wealth Advisors, LLC | 1,516 | $71.9K | 0.00% | −6−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,608 | $76.3K | 0.00% | +11+0.7% | Added |
| Clearstead Advisors, LLC | 1,694 | $80.3K | 0.00% | +7+0.4% | Added |
| North Capital, Inc. | 1,707 | $81.0K | 0.08% | +1,707 | New |
| CIBC Private Wealth Group, LLC | 1,867 | $83.3K | 0.00% | −501−21.2% | Reduced |
| CWM, LLC | 1,799 | $85.0K | 0.00% | −507−22.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,805 | $85.6K | 0.00% | +1,805 | New |
| Advisors Asset Management, Inc. | 1,933 | $91.7K | 0.00% | −1,000−34.1% | Reduced |
| Parallel Advisors, LLC | 1,943 | $92.2K | 0.00% | −1,150−37.2% | Reduced |
| Bryn Mawr Trust Co | 2,039 | $96.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,218 | $105.2K | 0.01% | −1,762−44.3% | Reduced |
| Ridgewood Investments LLC | 2,495 | $118.3K | 0.06% | −75−2.9% | Reduced |
| Lindbrook Capital, LLC | 2,685 | $127.3K | 0.01% | −175−6.1% | Reduced |
| LSV Asset Management | 2,700 | $128.0K | 0.00% | −1,000−27.0% | Reduced |
| Cromwell Holdings LLC | 2,742 | $130.1K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,046 | $144.0K | 0.00% | +3,046 | New |
| Addison Advisors LLC | 3,076 | $145.9K | 0.04% | −609−16.5% | Reduced |
| Investors Research Corp | 3,200 | $151.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,334 | $158.1K | 0.00% | −862−20.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,343 | $158.6K | 0.00% | +336+11.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,387 | $160.7K | 0.00% | +814+31.6% | Added |
| Principal Securities, Inc. | 3,046 | $163.6K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3,675 | $174.3K | 0.07% | +3,675 | New |