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 |
|---|---|---|---|---|---|
| Corient IA LLC | 5,000 | $237.2K | 0.17% | +5,000 | New |
| Checchi Capital Advisers, LLC | 4,992 | $236.8K | 0.02% | +709+16.6% | Added |
| Ascent Group, LLC | 4,978 | $236.1K | 0.01% | +4,978 | New |
| Callahan Advisors, LLC | 4,900 | $232.4K | 0.02% | −1,520−23.7% | Reduced |
| Westover Capital Advisors, LLC | 4,850 | $230.0K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 4,790 | $227.2K | 0.02% | +20.0% | Added |
| Syon Capital LLC | 4,783 | $226.9K | 0.02% | −59−1.2% | Reduced |
| TownSquare Capital, LLC | 4,781 | $226.8K | 0.00% | −979−17.0% | Reduced |
| Colony Group, LLC | 4,778 | $226.6K | 0.00% | −1,704−26.3% | Reduced |
| Dynamic Advisor Solutions LLC | 4,634 | $219.8K | 0.01% | +596+14.8% | Added |
| 1620 Investment Advisors, Inc. | 4,595 | $217.9K | 0.17% | −195−4.1% | Reduced |
| Hexagon Capital Partners LLC | 4,432 | $210.2K | 0.04% | +183+4.3% | Added |
| HB Wealth Management, LLC | 4,406 | $209.0K | 0.00% | +327+8.0% | Added |
| Ritholtz Wealth Management | 4,369 | $207.2K | 0.01% | −5,082−53.8% | Reduced |
| ICONIQ Capital, LLC | 4,334 | $205.6K | 0.00% | −1,321−23.4% | Reduced |
| Venture Visionary Partners LLC | 4,326 | $205.2K | 0.01% | −590−12.0% | Reduced |
| Farther Finance Advisors, LLC | 4,331 | $203.0K | 0.01% | +1,518+54.0% | Added |
| Mutual Advisors, LLC | 4,117 | $200.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,085 | $193.8K | 0.01% | +48+1.2% | Added |
| JCIC Asset Management Inc. | 3,675 | $174.3K | 0.07% | +3,675 | New |
| Principal Securities, Inc. | 3,046 | $163.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,387 | $160.7K | 0.00% | +814+31.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,343 | $158.6K | 0.00% | +336+11.2% | Added |
| Kestra Advisory Services, LLC | 3,334 | $158.1K | 0.00% | −862−20.5% | Reduced |
| Investors Research Corp | 3,200 | $151.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,076 | $145.9K | 0.04% | −609−16.5% | Reduced |
| SG Americas Securities, LLC | 3,046 | $144.0K | 0.00% | +3,046 | New |
| Cromwell Holdings LLC | 2,742 | $130.1K | 0.08% | 00.0% | Unchanged |
| LSV Asset Management | 2,700 | $128.0K | 0.00% | −1,000−27.0% | Reduced |
| Lindbrook Capital, LLC | 2,685 | $127.3K | 0.01% | −175−6.1% | Reduced |
| Ridgewood Investments LLC | 2,495 | $118.3K | 0.06% | −75−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,218 | $105.2K | 0.01% | −1,762−44.3% | Reduced |
| Bryn Mawr Trust Co | 2,039 | $96.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,943 | $92.2K | 0.00% | −1,150−37.2% | Reduced |
| Advisors Asset Management, Inc. | 1,933 | $91.7K | 0.00% | −1,000−34.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,805 | $85.6K | 0.00% | +1,805 | New |
| CWM, LLC | 1,799 | $85.0K | 0.00% | −507−22.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,867 | $83.3K | 0.00% | −501−21.2% | Reduced |
| North Capital, Inc. | 1,707 | $81.0K | 0.08% | +1,707 | New |
| Clearstead Advisors, LLC | 1,694 | $80.3K | 0.00% | +7+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,608 | $76.3K | 0.00% | +11+0.7% | Added |
| EverSource Wealth Advisors, LLC | 1,516 | $71.9K | 0.00% | −6−0.4% | Reduced |
| Boston Private Wealth LLC | 1,449 | $68.7K | 0.00% | +1,449 | New |
| Dunhill Financial, LLC | 1,371 | $65.0K | 0.03% | −400−22.6% | Reduced |
| Fortitude Family Office, LLC | 1,350 | $64.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $61.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,211 | $57.4K | 0.00% | +350+40.7% | Added |
| Independence Bank of Kentucky | 1,175 | $55.7K | 0.01% | +326+38.4% | Added |
| Farmers & Merchants Investments Inc | 1,141 | $54.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,105 | $52.4K | 0.00% | +1,105 | New |
| City State Bank | 1,055 | $50.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,033 | $49.0K | 0.00% | −397−27.8% | Reduced |
| Massmutual Trust Co FSB | 1,003 | $47.6K | 0.00% | −173−14.7% | Reduced |
| 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 |
| Bollard Group LLC | 909 | $43.0K | 0.00% | +1+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 874 | $41.6K | 0.01% | +12+1.4% | Added |
| Pinnacle Bancorp, Inc. | 735 | $34.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 684 | $32.4K | 0.00% | −135−16.5% | Reduced |
| Mondrian Investment Partners LTD | 461 | $31.5K | 0.00% | +4+0.9% | Added |
| Princeton Global Asset Management LLC | 650 | $30.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $30.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 563 | $26.7K | 0.00% | +563 | New |
| Bruce G. Allen Investments, LLC | 549 | $26.0K | 0.02% | −75−12.0% | Reduced |
| Coston, McIsaac & Partners | 501 | $23.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $22.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $21.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 442 | $21.0K | 0.00% | +6+1.4% | Added |
| Smartleaf Asset Management LLC | 402 | $19.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 393 | $18.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 369 | $17.5K | 0.00% | −29−7.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 368 | $17.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $14.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 288 | $13.7K | 0.00% | +288 | New |
| Allworth Financial LP | 274 | $13.3K | 0.00% | −365−57.1% | Reduced |
| Consultiva Wealth Management, Corp. | 270 | $12.8K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $11.3K | 0.00% | −20−7.8% | Reduced |
| Optiver Holding B.V. | 224 | $10.6K | 0.00% | +224 | New |
| Stonebridge Financial Group, LLC | 215 | $10.2K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 226 | $10.0K | 0.00% | +226 | New |
| Coldstream Capital Management Inc | 208 | $9.87K | 0.00% | +208 | New |
| 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 |
| Coastline Trust Co | 195 | $9.25K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 190 | $9.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $8.00K | 0.00% | +170 | New |
| Bell Investment Advisors, Inc | 163 | $7.73K | 0.00% | +41+33.6% | Added |
| Garde Capital, Inc. | 142 | $6.74K | 0.00% | +142 | New |
| Private Wealth Asset Management, LLC | 128 | $6.07K | 0.00% | +128 | New |
| Financial Management Professionals, Inc. | 116 | $5.50K | 0.00% | −78−40.2% | Reduced |
| CVA Family Office, LLC | 115 | $5.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $5.43K | 0.00% | 00.0% | Unchanged |