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, Q3 2025
Institutional positions in Bank of Nova Scotia as of Sep 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
- 460
- +31 vs. Q2 2025
- Shares held
- 552.8M
- −36.9M (−6.2%) vs. Q2 2025
- Total value
- $35.8B
- +$3.15B (+9.7%) vs. Q2 2025
- New holders
- 68
- 158 more added
- Sold out
- 37
- 153 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 3 | $194 | 0.00% | +3 | New |
| High Note Wealth, LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $259 | 0.00% | +4 | New |
| Guerra Advisors Inc | 4 | $259 | 0.00% | +4 | New |
| Kilter Group LLC | 7 | $453 | 0.00% | +3+75.0% | Added |
| Bear Mountain Capital, Inc. | 8 | $515 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 13 | $840 | 0.00% | +13 | New |
| Catherine Avery Investment Management LLC | 15 | $970 | 0.00% | +15 | New |
| Assetmark, Inc | 19 | $1.23K | 0.00% | +11+137.5% | Added |
| Rossby Financial, LCC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $1.31K | 0.00% | −31−60.8% | Reduced |
| Central Trust Co | 24 | $1.55K | 0.00% | +24 | New |
| Core Alternative Capital | 25 | $1.62K | 0.00% | +25 | New |
| Private Wealth Asset Management, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 35 | $2.00K | 0.00% | −12,075−99.7% | Reduced |
| Leonteq Securities AG | 39 | $2.52K | 0.00% | −81−67.5% | Reduced |
| JPL Wealth Management, LLC | 43 | $2.78K | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $3.04K | 0.00% | +47 | New |
| IFP Advisors, Inc | 48 | $3.10K | 0.00% | −150−75.8% | Reduced |
| Vermillion Wealth Management, Inc. | 51 | $3.30K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 75 | $4.85K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 78 | $5.00K | 0.00% | −27−25.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $6.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.89K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $8.15K | 0.00% | +126 | New |
| Essential Partners LLC | 142 | $9.18K | 0.00% | +142 | New |
| JFS Wealth Advisors, LLC | 142 | $9.18K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 272 | $10.8K | 0.00% | +272 | New |
| NBC Securities, Inc. | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 178 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 183 | $11.8K | 0.00% | +3+1.7% | Added |
| GAMMA Investing LLC | 190 | $12.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 192 | $12.4K | 0.00% | −3,810−95.2% | Reduced |
| Coastline Trust Co | 195 | $12.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $13.2K | 0.00% | +127+164.9% | Added |
| Rothschild Investment LLC | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 250 | $16.2K | 0.00% | +250 | New |
| Consultiva Wealth Management, Corp. | 270 | $17.5K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 289 | $18.7K | 0.00% | +289 | New |
| Bruce G. Allen Investments, LLC | 294 | $19.0K | 0.01% | −108−26.9% | Reduced |
| Crews Bank & Trust | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 350 | $22.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $23.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 384 | $24.8K | 0.00% | −11−2.8% | Reduced |
| Eastern Bank | 393 | $25.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $25.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 455 | $29.0K | 0.00% | +6+1.3% | Added |
| Delta Asset Management LLC | 450 | $29.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $30.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $32.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 540 | $34.9K | 0.01% | +540 | New |
| Cypress Capital Management LLC (WY) | 601 | $38.9K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $42.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $42.0K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 470 | $42.3K | 0.00% | +470 | New |
| North Star Investment Management Corp. | 700 | $45.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $45.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $45.3K | 0.01% | +700 | New |
| Allworth Financial LP | 715 | $46.2K | 0.00% | +393+122.0% | Added |
| Pinnacle Bancorp, Inc. | 735 | $47.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 783 | $50.7K | 0.00% | +760+3,304.3% | Added |
| Massmutual Trust Co FSB | 891 | $57.6K | 0.00% | +28+3.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 899 | $58.2K | 0.01% | +12+1.4% | Added |
| Bollard Group LLC | 914 | $59.0K | 0.00% | +2+0.2% | Added |
| Manchester Capital Management LLC | 915 | $59.2K | 0.01% | +915 | New |
| Harbour Investments, Inc. | 933 | $60.3K | 0.00% | −100−9.7% | Reduced |
| NBT Bank N A | 1,000 | $64.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,009 | $65.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,025 | $66.3K | 0.01% | −50−4.7% | Reduced |
| Toth Financial Advisory Corp | 1,040 | $67.2K | 0.01% | +1,040 | New |
| Larson Financial Group LLC | 1,047 | $67.7K | 0.00% | +395+60.6% | Added |
| Rockefeller Capital Management L.P. | 1,068 | $69.1K | 0.00% | +1,068 | New |
| Steward Partners Investment Advisory, LLC | 1,108 | $71.6K | 0.00% | −501−31.1% | Reduced |
| Wealthspire Advisors, LLC | 1,177 | $76.1K | 0.00% | +1,177 | New |
| Caitong International Asset Management Co., Ltd | 1,245 | $80.5K | 0.06% | −352−22.0% | Reduced |
| MAI Capital Management | 1,261 | $81.5K | 0.00% | −282−18.3% | Reduced |
| Tompkins Financial Corp | 1,300 | $84.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $87.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,371 | $88.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,485 | $96.0K | 0.01% | −455−23.5% | Reduced |
| City State Bank | 1,655 | $107.0K | 0.03% | +600+56.9% | Added |
| North Capital, Inc. | 1,708 | $110.4K | 0.09% | +1+0.1% | Added |
| Advisors Asset Management, Inc. | 1,866 | $120.6K | 0.00% | −453−19.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,878 | $121.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,000 | $129.3K | 0.00% | −39−1.9% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 2,104 | $136.1K | 0.00% | +2,104 | New |
| CWM, LLC | 2,196 | $142.0K | 0.00% | +112+5.4% | Added |
| EverSource Wealth Advisors, LLC | 2,373 | $153.4K | 0.01% | +208+9.6% | Added |