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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3,350 | $185.2K | 0.00% | −37−1.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,765 | $208.1K | 0.03% | +3,765 | New |
| Triumph Capital Management | 3,850 | $212.8K | 0.06% | +3,850 | New |
| Bridgewater Advisors Inc. | 3,821 | $213.8K | 0.02% | +3,821 | New |
| Alan B. Lancz & Associates, Inc. | 3,900 | $215.6K | 0.22% | +3,900 | New |
| Five Oceans Advisors | 3,938 | $217.7K | 0.09% | +3,938 | New |
| FORA Capital, LLC | 3,944 | $218.0K | 0.02% | −42,152−91.4% | Reduced |
| Manske Wealth Management | 3,945 | $218.0K | 0.07% | +3,945 | New |
| Principal Securities, Inc. | 3,971 | $219.5K | 0.00% | +925+30.4% | Added |
| Enterprise Bank & Trust Co | 3,977 | $219.8K | 0.08% | +3,977 | New |
| Evelyn Partners Investment Management LLP | 3,985 | $220.5K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,002 | $221.2K | 0.00% | −6,290−61.1% | Reduced |
| Kestra Advisory Services, LLC | 4,016 | $222.0K | 0.00% | +682+20.5% | Added |
| Sagespring Wealth Partners, LLC | 4,142 | $229.0K | 0.00% | +4,142 | New |
| Fiduciary Financial Group, LLC | 4,156 | $231.4K | 0.04% | +4,156 | New |
| Mutual Advisors, LLC | 4,158 | $235.4K | 0.01% | +41+1.0% | Added |
| Venture Visionary Partners LLC | 4,326 | $239.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,344 | $241.6K | 0.00% | −10,900−71.5% | Reduced |
| SBI Securities Co., Ltd. | 4,389 | $242.6K | 0.01% | +304+7.4% | Added |
| Zevin Asset Management LLC | 4,390 | $243.0K | 0.03% | +4,390 | New |
| Farther Finance Advisors, LLC | 4,472 | $247.1K | 0.00% | +141+3.3% | Added |
| Merit Financial Group, LLC | 4,488 | $248.0K | 0.00% | +4,488 | New |
| 1620 Investment Advisors, Inc. | 4,557 | $251.9K | 0.18% | −38−0.8% | Reduced |
| Prospera Financial Services Inc | 4,627 | $255.7K | 0.00% | −805−14.8% | Reduced |
| Ascent Group, LLC | 4,729 | $261.4K | 0.01% | −249−5.0% | Reduced |
| Nwam LLC | 4,796 | $266.7K | 0.02% | +6+0.1% | Added |
| Westover Capital Advisors, LLC | 4,850 | $268.1K | 0.05% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,855 | $268.3K | 0.10% | −166−3.3% | Reduced |
| Old North State Trust, LLC | 4,872 | $269.0K | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,889 | $270.2K | 0.00% | +4,889 | New |
| Colony Group, LLC | 4,954 | $273.8K | 0.00% | +176+3.7% | Added |
| Hemenway Trust Co LLC | 4,995 | $276.1K | 0.02% | −145−2.8% | Reduced |
| Corient IA LLC | 5,000 | $276.4K | 0.16% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,086 | $281.1K | 0.02% | +94+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 5,093 | $281.4K | 0.03% | −1,106−17.8% | Reduced |
| Glenmede Investment Management, LP | 5,110 | $282.4K | 0.00% | +5,110 | New |
| HB Wealth Management, LLC | 5,224 | $288.7K | 0.00% | +818+18.6% | Added |
| Gluskin Sheff & Assoc Inc | 5,502 | $304.2K | 0.04% | −4,668−45.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,610 | $309.6K | 0.18% | −1,440−20.4% | Reduced |
| Applied Capital LLC | 5,616 | $310.4K | 0.23% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,744 | $317.5K | 0.02% | +5,744 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 5,842 | $322.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,903 | $325.2K | 0.00% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,890 | $325.5K | 0.03% | +990+20.2% | Added |
| Numerai GP LLC | 5,959 | $329.4K | 0.05% | +5,959 | New |
| Sivia Capital Partners, LLC | 5,964 | $329.6K | 0.11% | +5,964 | New |
| Forbes J M & Co LLP | 6,000 | $331.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,039 | $333.8K | 0.00% | +235+4.0% | Added |
| Private Advisor Group, LLC | 6,051 | $334.4K | 0.00% | +6,051 | New |
| Abel Hall, LLC | 6,100 | $337.1K | 0.16% | +6,100 | New |
| Jain Global LLC | 6,212 | $343.3K | 0.01% | +6,212 | New |
| Magnus Financial Group LLC | 6,405 | $354.0K | 0.03% | +1,303+25.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 5,621 | $361.1K | 0.01% | −651−10.4% | Reduced |
| Syon Capital LLC | 6,770 | $374.2K | 0.02% | +1,987+41.5% | Added |
| Cohen Investment Advisors LLC | 7,018 | $387.9K | 0.20% | −585−7.7% | Reduced |
| Bayforest Capital Ltd | 7,089 | $391.8K | 0.17% | −7,207−50.4% | Reduced |
| Barometer Capital Management Inc. | 5,285 | $392.2K | 0.11% | +80+1.5% | Added |
| PDS Planning, Inc | 7,097 | $392.3K | 0.03% | +200+2.9% | Added |
| Mercer Global Advisors Inc | 7,273 | $402.0K | 0.00% | +34+0.5% | Added |
| Forum Financial Management, LP | 7,282 | $402.5K | 0.01% | −2,353−24.4% | Reduced |
| Savant Capital, LLC | 7,307 | $403.9K | 0.00% | +7,307 | New |
| First Affirmative Financial Network | 7,349 | $406.2K | 0.21% | +554+8.2% | Added |
| BNP Paribas Arbitrage, SA | 7,674 | $424.1K | 0.00% | −65,281−89.5% | Reduced |
| Versant Capital Management, Inc | 7,723 | $426.9K | 0.06% | −69−0.9% | Reduced |
| Oppenheimer & Co Inc | 7,725 | $427.0K | 0.01% | +7,725 | New |
| HighTower Advisors, LLC | 8,065 | $445.8K | 0.00% | −170−2.1% | Reduced |
| Snowden Capital Advisors LLC | 8,197 | $453.1K | 0.01% | −2,591−24.0% | Reduced |
| Silverlake Wealth Management LLC | 8,198 | $453.1K | 0.13% | −312−3.7% | Reduced |
| Texas Yale Capital Corp. | 8,281 | $457.7K | 0.01% | −132−1.6% | Reduced |
| Evergreen Capital Management LLC | 8,286 | $458.0K | 0.01% | −1,586−16.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,369 | $462.6K | 0.00% | +2,908+53.3% | Added |
| Sumitomo Life Insurance Co | 8,434 | $466.1K | 0.03% | −372−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,434 | $466.1K | 0.00% | −372−4.2% | Reduced |
| Ieq Capital, LLC | 8,632 | $477.1K | 0.00% | −5,902−40.6% | Reduced |
| Ruggaard & Associates LLC | 8,781 | $485.3K | 0.20% | −200−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 9,002 | $497.6K | 0.00% | +9,002 | New |
| Monticello Wealth Management, LLC | 9,096 | $502.7K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,209 | $509.0K | 0.00% | −542−5.6% | Reduced |
| Ravenstone Capital Management Inc. | 9,485 | $524.3K | 0.28% | −391−4.0% | Reduced |
| ICONIQ Capital, LLC | 9,953 | $550.1K | 0.01% | +5,619+129.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,381 | $573.8K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,468 | $578.6K | 0.02% | −1,236−10.6% | Reduced |
| Park Circle Co | 10,500 | $580.3K | 0.50% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,694 | $591.0K | 0.01% | −1,330−11.1% | Reduced |
| Janney Montgomery Scott LLC | 10,745 | $594.0K | 0.00% | −56−0.5% | Reduced |
| Graham Capital Management, L.P. | 10,981 | $606.9K | 0.02% | +10,981 | New |
| M&T Bank Corp | 11,212 | $619.7K | 0.00% | −153−1.3% | Reduced |
| Erste Asset Management GmbH | 6,048 | $620.1K | 0.01% | +6,048 | New |
| Truist Financial Corp | 11,480 | $634.5K | 0.00% | −380−3.2% | Reduced |
| Pathstone Holdings, LLC | 11,592 | $640.7K | 0.00% | +1,903+19.6% | Added |
| Toroso Investments, LLC | 11,759 | $649.9K | 0.00% | +11,759 | New |
| Resources Management Corp | 12,110 | $669.0K | 0.09% | −150−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 12,434 | $687.2K | 0.26% | +51+0.4% | Added |
| Retirement Planning Group | 12,460 | $688.7K | 0.03% | −548−4.2% | Reduced |
| Cherokee Insurance Co | 12,760 | $705.2K | 0.31% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13,366 | $738.7K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,788 | $762.0K | 0.00% | −1,150−7.7% | Reduced |
| Farringdon Capital, Ltd. | 14,035 | $775.7K | 0.26% | +14,035 | New |
| Radnor Capital Management, LLC | 14,200 | $785.0K | 0.13% | +500+3.6% | Added |
| Bowen Hanes & Co Inc | 14,267 | $788.5K | 0.02% | 00.0% | Unchanged |