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 |
|---|---|---|---|---|---|
| Corient IA LLC | 5,000 | $276.4K | 0.16% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,995 | $276.1K | 0.02% | −145−2.8% | Reduced |
| Colony Group, LLC | 4,954 | $273.8K | 0.00% | +176+3.7% | Added |
| Buckingham Strategic Partners | 4,889 | $270.2K | 0.00% | +4,889 | New |
| Old North State Trust, LLC | 4,872 | $269.0K | 0.18% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,855 | $268.3K | 0.10% | −166−3.3% | Reduced |
| Westover Capital Advisors, LLC | 4,850 | $268.1K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 4,796 | $266.7K | 0.02% | +6+0.1% | Added |
| Ascent Group, LLC | 4,729 | $261.4K | 0.01% | −249−5.0% | Reduced |
| Prospera Financial Services Inc | 4,627 | $255.7K | 0.00% | −805−14.8% | Reduced |
| 1620 Investment Advisors, Inc. | 4,557 | $251.9K | 0.18% | −38−0.8% | Reduced |
| Merit Financial Group, LLC | 4,488 | $248.0K | 0.00% | +4,488 | New |
| Farther Finance Advisors, LLC | 4,472 | $247.1K | 0.00% | +141+3.3% | Added |
| Zevin Asset Management LLC | 4,390 | $243.0K | 0.03% | +4,390 | New |
| SBI Securities Co., Ltd. | 4,389 | $242.6K | 0.01% | +304+7.4% | Added |
| Advisory Services Network, LLC | 4,344 | $241.6K | 0.00% | −10,900−71.5% | Reduced |
| Venture Visionary Partners LLC | 4,326 | $239.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,158 | $235.4K | 0.01% | +41+1.0% | Added |
| Fiduciary Financial Group, LLC | 4,156 | $231.4K | 0.04% | +4,156 | New |
| Sagespring Wealth Partners, LLC | 4,142 | $229.0K | 0.00% | +4,142 | New |
| Kestra Advisory Services, LLC | 4,016 | $222.0K | 0.00% | +682+20.5% | Added |
| Walleye Capital LLC | 4,002 | $221.2K | 0.00% | −6,290−61.1% | Reduced |
| Evelyn Partners Investment Management LLP | 3,985 | $220.5K | 0.01% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,977 | $219.8K | 0.08% | +3,977 | New |
| Principal Securities, Inc. | 3,971 | $219.5K | 0.00% | +925+30.4% | Added |
| Manske Wealth Management | 3,945 | $218.0K | 0.07% | +3,945 | New |
| FORA Capital, LLC | 3,944 | $218.0K | 0.02% | −42,152−91.4% | Reduced |
| Five Oceans Advisors | 3,938 | $217.7K | 0.09% | +3,938 | New |
| Alan B. Lancz & Associates, Inc. | 3,900 | $215.6K | 0.22% | +3,900 | New |
| Bridgewater Advisors Inc. | 3,821 | $213.8K | 0.02% | +3,821 | New |
| Triumph Capital Management | 3,850 | $212.8K | 0.06% | +3,850 | New |
| Jamison Private Wealth Management, Inc. | 3,765 | $208.1K | 0.03% | +3,765 | New |
| Northwestern Mutual Wealth Management Co | 3,350 | $185.2K | 0.00% | −37−1.1% | Reduced |
| Addison Advisors LLC | 3,275 | $181.0K | 0.05% | +199+6.5% | Added |
| Investors Research Corp | 3,200 | $176.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,065 | $169.4K | 0.00% | +1,122+57.7% | Added |
| Cromwell Holdings LLC | 2,955 | $163.3K | 0.10% | +213+7.8% | Added |
| LSV Asset Management | 2,700 | $149.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,383 | $131.7K | 0.00% | −44,794−94.9% | Reduced |
| Advisors Asset Management, Inc. | 2,319 | $128.2K | 0.00% | +386+20.0% | Added |
| EverSource Wealth Advisors, LLC | 2,165 | $119.7K | 0.01% | +649+42.8% | Added |
| CWM, LLC | 2,084 | $115.0K | 0.00% | +285+15.8% | Added |
| Bryn Mawr Trust Co | 2,039 | $112.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,940 | $107.2K | 0.01% | −278−12.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,878 | $103.8K | 0.00% | +11+0.6% | Added |
| North Capital, Inc. | 1,707 | $94.3K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,609 | $88.9K | 0.00% | +1+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,597 | $88.3K | 0.06% | −5,939−78.8% | Reduced |
| MAI Capital Management | 1,543 | $85.3K | 0.00% | +332+27.4% | Added |
| Dunhill Financial, LLC | 1,371 | $75.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $74.6K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $71.9K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,075 | $59.4K | 0.01% | −100−8.5% | Reduced |
| City State Bank | 1,055 | $58.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,033 | $57.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,009 | $55.8K | 0.00% | −685−40.4% | Reduced |
| 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 |
| VSM Wealth Advisory, LLC | 996 | $55.0K | 0.02% | +996 | New |
| Bollard Group LLC | 912 | $50.0K | 0.00% | +3+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 887 | $48.8K | 0.01% | +13+1.5% | Added |
| Massmutual Trust Co FSB | 863 | $47.7K | 0.00% | −140−14.0% | Reduced |
| Ridgewood Investments LLC | 750 | $41.5K | 0.02% | −1,745−69.9% | Reduced |
| Pinnacle Bancorp, Inc. | 735 | $40.6K | 0.01% | 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 |
| Geneos Wealth Management Inc. | 684 | $37.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 652 | $36.0K | 0.00% | +352+117.3% | Added |
| Princeton Global Asset Management LLC | 650 | $35.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $35.9K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 601 | $33.2K | 0.04% | +601 | New |
| Coston, McIsaac & Partners | 501 | $27.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $26.1K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 449 | $25.0K | 0.00% | +7+1.6% | Added |
| Delta Asset Management LLC | 450 | $24.9K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 436 | $24.1K | 0.00% | +436 | New |
| Bruce G. Allen Investments, LLC | 402 | $22.2K | 0.02% | −147−26.8% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $22.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 395 | $21.8K | 0.00% | +26+7.0% | Added |
| Eastern Bank | 393 | $21.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $20.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 350 | $19.3K | 0.00% | +350 | New |
| Allworth Financial LP | 322 | $17.8K | 0.00% | +48+17.5% | Added |
| Crews Bank & Trust | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 270 | $14.9K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 245 | $13.5K | 0.00% | +245 | New |
| Twin Peaks Wealth Advisors, LLC | 199 | $11.2K | 0.00% | +199 | New |
| 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 |
| IFP Advisors, Inc | 198 | $10.9K | 0.00% | −117−37.1% | Reduced |
| Coastline Trust Co | 195 | $10.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 190 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 180 | $9.95K | 0.00% | +64+55.2% | Added |
| Cornerstone Planning Group LLC | 178 | $9.90K | 0.00% | +66+58.9% | Added |
| NBC Securities, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 145 | $8.01K | 0.00% | +145 | New |
| JFS Wealth Advisors, LLC | 142 | $7.85K | 0.00% | −96−40.3% | Reduced |