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, Q2 2025
Institutional positions in Bank of Nova Scotia as of Jun 30, 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
- 433
- +21 vs. Q1 2025
- Shares held
- 605.0M
- +32.0M (+5.6%) vs. Q1 2025
- Total value
- $33.5B
- +$6.25B (+22.9%) vs. Q1 2025
- New holders
- 53
- 152 more added
- Sold out
- 32
- 150 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $27 | 0.00% | −1,804−99.9% | Reduced |
| High Note Wealth, LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $222 | 0.00% | +4 | New |
| Assetmark, Inc | 8 | $442 | 0.00% | +8 | New |
| Zions Bancorporation, National Association | 9 | $497 | 0.00% | −40−81.6% | Reduced |
| Sierra Ocean, LLC | 17 | $940 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 22 | $1.22K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 23 | $1.26K | 0.00% | −379−94.3% | Reduced |
| Private Wealth Asset Management, LLC | 28 | $1.55K | 0.00% | −100−78.1% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $1.66K | 0.00% | −38−55.9% | Reduced |
| Parkside Financial Bank & Trust | 47 | $2.60K | 0.00% | +47 | New |
| NewSquare Capital LLC | 48 | $2.65K | 0.00% | +38+380.0% | Added |
| Vermillion Wealth Management, Inc. | 51 | $2.82K | 0.00% | +51 | New |
| GWM Advisors LLC | 51 | $2.83K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $3.32K | 0.00% | −164−73.2% | Reduced |
| SRS Capital Advisors, Inc. | 61 | $3.37K | 0.00% | +61 | New |
| Trust Co of Toledo NA | 75 | $4.14K | 0.00% | +75 | New |
| Highline Wealth Partners LLC | 77 | $4.26K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 87 | $4.77K | 0.00% | +81+1,350.0% | Added |
| Penserra Capital Management LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $5.31K | 0.00% | −19−16.5% | Reduced |
| UMA Financial Services, Inc. | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 120 | $6.63K | 0.00% | −443−78.7% | Reduced |
| Bell Investment Advisors, Inc | 122 | $6.74K | 0.00% | −41−25.2% | Reduced |
| Lipe & Dalton | 125 | $7.00K | 0.00% | +125 | New |
| JFS Wealth Advisors, LLC | 142 | $7.85K | 0.00% | −96−40.3% | Reduced |
| Garde Capital, Inc. | 142 | $7.85K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 145 | $8.01K | 0.00% | +145 | New |
| NBC Securities, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 178 | $9.90K | 0.00% | +66+58.9% | Added |
| Financial Management Professionals, Inc. | 180 | $9.95K | 0.00% | +64+55.2% | Added |
| GAMMA Investing LLC | 190 | $10.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 195 | $10.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 198 | $10.9K | 0.00% | −117−37.1% | Reduced |
| Asset Dedication, LLC | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 199 | $11.2K | 0.00% | +199 | New |
| Global Retirement Partners, LLC | 245 | $13.5K | 0.00% | +245 | New |
| Rothschild Investment LLC | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 270 | $14.9K | 0.05% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 322 | $17.8K | 0.00% | +48+17.5% | Added |
| GHP Investment Advisors, Inc. | 350 | $19.3K | 0.00% | +350 | New |
| BOK Financial Private Wealth, Inc. | 368 | $20.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 393 | $21.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 395 | $21.8K | 0.00% | +26+7.0% | Added |
| Armstrong Advisory Group, Inc | 400 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 402 | $22.2K | 0.02% | −147−26.8% | Reduced |
| Maseco LLP | 436 | $24.1K | 0.00% | +436 | New |
| Delta Asset Management LLC | 450 | $24.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 449 | $25.0K | 0.00% | +7+1.6% | Added |
| Murphy & Mullick Capital Management Corp | 469 | $26.1K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 601 | $33.2K | 0.04% | +601 | New |
| Princeton Global Asset Management LLC | 650 | $35.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $35.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 652 | $36.0K | 0.00% | +352+117.3% | Added |
| Geneos Wealth Management Inc. | 684 | $37.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $38.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $38.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $40.6K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 750 | $41.5K | 0.02% | −1,745−69.9% | Reduced |
| Massmutual Trust Co FSB | 863 | $47.7K | 0.00% | −140−14.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 887 | $48.8K | 0.01% | +13+1.5% | Added |
| Bollard Group LLC | 912 | $50.0K | 0.00% | +3+0.3% | Added |
| VSM Wealth Advisory, LLC | 996 | $55.0K | 0.02% | +996 | New |
| NBT Bank N A | 1,000 | $55.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $55.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,009 | $55.8K | 0.00% | −685−40.4% | Reduced |
| Harbour Investments, Inc. | 1,033 | $57.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,055 | $58.3K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,075 | $59.4K | 0.01% | −100−8.5% | Reduced |
| Tompkins Financial Corp | 1,300 | $71.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $74.6K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,371 | $75.8K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,543 | $85.3K | 0.00% | +332+27.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,597 | $88.3K | 0.06% | −5,939−78.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,609 | $88.9K | 0.00% | +1+0.1% | Added |
| North Capital, Inc. | 1,707 | $94.3K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,878 | $103.8K | 0.00% | +11+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,940 | $107.2K | 0.01% | −278−12.5% | Reduced |
| Bryn Mawr Trust Co | 2,039 | $112.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,084 | $115.0K | 0.00% | +285+15.8% | Added |
| EverSource Wealth Advisors, LLC | 2,165 | $119.7K | 0.01% | +649+42.8% | Added |
| Advisors Asset Management, Inc. | 2,319 | $128.2K | 0.00% | +386+20.0% | Added |
| Tower Research Capital LLC (TRC) | 2,383 | $131.7K | 0.00% | −44,794−94.9% | Reduced |
| LSV Asset Management | 2,700 | $149.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,955 | $163.3K | 0.10% | +213+7.8% | Added |
| Parallel Advisors, LLC | 3,065 | $169.4K | 0.00% | +1,122+57.7% | Added |
| Investors Research Corp | 3,200 | $176.9K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,275 | $181.0K | 0.05% | +199+6.5% | Added |