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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4,085 | $193.8K | 0.01% | +48+1.2% | Added |
| Mutual Advisors, LLC | 4,117 | $200.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,331 | $203.0K | 0.01% | +1,518+54.0% | Added |
| Venture Visionary Partners LLC | 4,326 | $205.2K | 0.01% | −590−12.0% | Reduced |
| ICONIQ Capital, LLC | 4,334 | $205.6K | 0.00% | −1,321−23.4% | Reduced |
| Ritholtz Wealth Management | 4,369 | $207.2K | 0.01% | −5,082−53.8% | Reduced |
| HB Wealth Management, LLC | 4,406 | $209.0K | 0.00% | +327+8.0% | Added |
| Hexagon Capital Partners LLC | 4,432 | $210.2K | 0.04% | +183+4.3% | Added |
| 1620 Investment Advisors, Inc. | 4,595 | $217.9K | 0.17% | −195−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,634 | $219.8K | 0.01% | +596+14.8% | Added |
| Colony Group, LLC | 4,778 | $226.6K | 0.00% | −1,704−26.3% | Reduced |
| TownSquare Capital, LLC | 4,781 | $226.8K | 0.00% | −979−17.0% | Reduced |
| Syon Capital LLC | 4,783 | $226.9K | 0.02% | −59−1.2% | Reduced |
| Nwam LLC | 4,790 | $227.2K | 0.02% | +20.0% | Added |
| Westover Capital Advisors, LLC | 4,850 | $230.0K | 0.05% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4,900 | $232.4K | 0.02% | −1,520−23.7% | Reduced |
| Ascent Group, LLC | 4,978 | $236.1K | 0.01% | +4,978 | New |
| Checchi Capital Advisers, LLC | 4,992 | $236.8K | 0.02% | +709+16.6% | Added |
| Corient IA LLC | 5,000 | $237.2K | 0.17% | +5,000 | New |
| Sara-Bay Financial | 5,021 | $239.7K | 0.11% | +294+6.2% | Added |
| Glenmede Trust Co NA | 5,067 | $240.3K | 0.00% | +1,242+32.5% | Added |
| Magnus Financial Group LLC | 5,102 | $242.0K | 0.02% | +20.0% | Added |
| Hemenway Trust Co LLC | 5,140 | $243.8K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,432 | $257.6K | 0.01% | +500+10.1% | Added |
| XTX Topco Ltd | 5,458 | $258.9K | 0.01% | +5,458 | New |
| Integrated Wealth Concepts LLC | 5,461 | $259.0K | 0.00% | −54−1.0% | Reduced |
| Old North State Trust, LLC | 4,872 | $262.0K | 0.17% | 00.0% | Unchanged |
| Applied Capital LLC | 5,616 | $266.4K | 0.21% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,804 | $275.3K | 0.00% | −1,817−23.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 5,842 | $276.9K | 0.00% | −653−10.1% | Reduced |
| Danske Bank A/S | 5,903 | $280.6K | 0.00% | −1,718−22.5% | Reduced |
| Forbes J M & Co LLP | 6,000 | $284.6K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,199 | $294.0K | 0.03% | +1,165+23.1% | Added |
| Brinker Capital Investments, LLC | 6,280 | $297.8K | 0.00% | −5,366−46.1% | Reduced |
| Orion Portfolio Solutions, LLC | 6,280 | $297.8K | 0.00% | −5,366−46.1% | Reduced |
| Evelyn Partners Investment Management LLP | 3,985 | $307.6K | 0.01% | 00.0% | Unchanged |
| SIH Partners, LLLP | 6,569 | $311.6K | 0.03% | +6,569 | New |
| First Affirmative Financial Network | 6,795 | $322.3K | 0.20% | −718−9.6% | Reduced |
| PDS Planning, Inc | 6,897 | $327.1K | 0.03% | +1,121+19.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,050 | $334.2K | 0.22% | +100+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,063 | $335.0K | 0.02% | −4,121−36.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 6,272 | $341.1K | 0.02% | −734,703−99.2% | Reduced |
| Mercer Global Advisors Inc | 7,239 | $343.3K | 0.00% | +1,297+21.8% | Added |
| Barometer Capital Management Inc. | 5,205 | $349.6K | 0.13% | +5,205 | New |
| Caitong International Asset Management Co., Ltd | 7,536 | $357.4K | 0.27% | +7,536 | New |
| Cohen Investment Advisors LLC | 7,603 | $360.6K | 0.21% | −7−0.1% | Reduced |
| Versant Capital Management, Inc | 7,792 | $369.6K | 0.06% | +7,655+5,587.6% | Added |
| HighTower Advisors, LLC | 8,235 | $390.6K | 0.00% | −3,203−28.0% | Reduced |
| Texas Yale Capital Corp. | 8,413 | $399.0K | 0.02% | −6,144−42.2% | Reduced |
| Silverlake Wealth Management LLC | 8,510 | $403.6K | 0.15% | +6+0.1% | Added |
| Sumitomo Life Insurance Co | 8,806 | $417.7K | 0.01% | −92−1.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,806 | $417.7K | 0.00% | −92−1.0% | Reduced |
| Ruggaard & Associates LLC | 8,981 | $426.0K | 0.19% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 9,096 | $431.4K | 0.04% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 9,398 | $445.5K | 0.01% | +9,398 | New |
| Forum Financial Management, LP | 9,635 | $457.0K | 0.01% | +9,635 | New |
| Pathstone Holdings, LLC | 9,689 | $458.3K | 0.00% | −15−0.2% | Reduced |
| Rhumbline Advisers | 9,751 | $462.5K | 0.00% | −838−7.9% | Reduced |
| Evergreen Capital Management LLC | 9,872 | $468.2K | 0.02% | −978−9.0% | Reduced |
| Ravenstone Capital Management Inc. | 9,876 | $468.5K | 0.27% | −2,572−20.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 10,170 | $482.1K | 0.06% | −3,532−25.8% | Reduced |
| Walleye Capital LLC | 10,292 | $488.1K | 0.01% | −21,750−67.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $492.4K | 0.10% | 00.0% | Unchanged |
| PEAK6 LLC | 10,383 | $492.5K | 0.02% | +10,383 | New |
| Park Circle Co | 10,500 | $498.0K | 0.44% | +10,500 | New |
| Snowden Capital Advisors LLC | 10,788 | $511.7K | 0.02% | −469−4.2% | Reduced |
| Janney Montgomery Scott LLC | 10,801 | $512.0K | 0.00% | +442+4.3% | Added |
| The PNC Financial Services Group, Inc. | 10,930 | $518.4K | 0.00% | −2,895−20.9% | Reduced |
| Pacer Advisors, Inc. | 11,013 | $522.3K | 0.00% | +315+2.9% | Added |
| M&T Bank Corp | 11,365 | $539.0K | 0.00% | −522−4.4% | Reduced |
| Two Sigma Securities, LLC | 11,469 | $544.0K | 0.08% | +11,469 | New |
| Ballentine Partners, LLC | 11,576 | $549.0K | 0.01% | −909−7.3% | Reduced |
| Atomi Financial Group, Inc. | 11,704 | $555.1K | 0.03% | +639+5.8% | Added |
| Truist Financial Corp | 11,860 | $562.5K | 0.00% | −900−7.1% | Reduced |
| Vident Advisory, LLC | 12,024 | $570.4K | 0.01% | +7,376+158.7% | Added |
| Fox Run Management, L.L.C. | 12,042 | $571.2K | 0.09% | +7,146+146.0% | Added |
| Resources Management Corp | 12,260 | $581.0K | 0.08% | −330−2.6% | Reduced |
| Samalin Investment Counsel, LLC | 12,383 | $587.4K | 0.24% | +1,643+15.3% | Added |
| Cherokee Insurance Co | 12,760 | $605.2K | 0.27% | 00.0% | Unchanged |
| Retirement Planning Group | 13,008 | $617.0K | 0.03% | −910−6.5% | Reduced |
| Bogart Wealth, LLC | 13,366 | $633.9K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,448 | $637.8K | 0.00% | −388,800−96.7% | Reduced |
| Radnor Capital Management, LLC | 13,700 | $650.0K | 0.11% | −90−0.7% | Reduced |
| Bowen Hanes & Co Inc | 14,267 | $676.7K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 14,296 | $678.1K | 0.30% | +13,617+2,005.4% | Added |
| Ieq Capital, LLC | 14,534 | $689.4K | 0.01% | +165+1.1% | Added |
| Bailard, Inc. | 14,714 | $697.9K | 0.02% | −321−2.1% | Reduced |
| Motco | 14,794 | $701.7K | 0.07% | −78−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,938 | $709.0K | 0.00% | +466+3.2% | Added |
| Advisory Services Network, LLC | 15,244 | $723.0K | 0.01% | −378−2.4% | Reduced |
| Guggenheim Capital LLC | 15,307 | $726.0K | 0.01% | +6,699+77.8% | Added |
| Centiva Capital, LP | 15,679 | $743.7K | 0.04% | +15,679 | New |
| Yousif Capital Management, LLC | 15,896 | $753.9K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,037 | $760.6K | 0.00% | −91,535−85.1% | Reduced |
| Verition Fund Management LLC | 16,393 | $777.5K | 0.00% | +16,393 | New |
| Orca Wealth Management, LLC | 16,839 | $798.7K | 0.71% | +307+1.9% | Added |
| Plato Investment Management Ltd | 16,667 | $798.8K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 18,055 | $856.3K | 0.49% | +18,055 | New |
| Commonwealth Equity Services, LLC | 18,088 | $858.0K | 0.00% | −1,190−6.2% | Reduced |
| Mediolanum International Funds Ltd | 18,268 | $874.3K | 0.01% | +12,823+235.5% | Added |