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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 5,987 | $387.1K | 0.11% | +23+0.4% | Added |
| Virtus ETF Advisers LLC | 4,260 | $383.4K | 0.21% | +4,260 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 5,842 | $377.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,903 | $377.2K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,822 | $363.7K | 0.01% | +5,822 | New |
| Applied Capital LLC | 5,616 | $363.1K | 0.26% | 00.0% | Unchanged |
| Ethic Inc. | 5,375 | $347.5K | 0.01% | +5,375 | New |
| HB Wealth Management, LLC | 5,323 | $344.1K | 0.00% | +99+1.9% | Added |
| Checchi Capital Advisers, LLC | 5,187 | $335.3K | 0.02% | +101+2.0% | Added |
| Corient IA LLC | 5,000 | $323.3K | 0.24% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,925 | $318.4K | 0.02% | −70−1.4% | Reduced |
| Fiduciary Financial Group, LLC | 4,917 | $317.9K | 0.05% | +761+18.3% | Added |
| Old North State Trust, LLC | 4,872 | $315.0K | 0.19% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,855 | $313.9K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,650 | $300.6K | 0.20% | +93+2.0% | Added |
| Merit Financial Group, LLC | 4,602 | $297.5K | 0.00% | +114+2.5% | Added |
| Envestnet Asset Management Inc | 4,495 | $290.6K | 0.00% | −1,544−25.6% | Reduced |
| Farther Finance Advisors, LLC | 4,490 | $290.3K | 0.00% | +18+0.4% | Added |
| AlphaCore Capital LLC | 4,489 | $290.2K | 0.01% | +4,344+2,995.9% | Added |
| Prospera Financial Services Inc | 4,452 | $287.8K | 0.00% | −175−3.8% | Reduced |
| Zevin Asset Management LLC | 4,390 | $284.0K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 4,431 | $283.9K | 0.02% | −365−7.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,242 | $274.2K | 0.02% | −851−16.7% | Reduced |
| Sagespring Wealth Partners, LLC | 4,158 | $268.8K | 0.01% | +16+0.4% | Added |
| Benjamin Edwards Inc | 4,049 | $261.8K | 0.00% | +4,049 | New |
| Venture Visionary Partners LLC | 4,026 | $260.3K | 0.01% | −300−6.9% | Reduced |
| Advisory Services Network, LLC | 3,987 | $257.8K | 0.00% | −357−8.2% | Reduced |
| Rockland Trust Co | 3,977 | $257.1K | 0.01% | +3,977 | New |
| Bridgewater Advisors Inc. | 3,888 | $256.1K | 0.02% | +67+1.8% | Added |
| JCIC Asset Management Inc. | 3,952 | $255.5K | 0.08% | +3,952 | New |
| Five Oceans Advisors | 3,938 | $254.6K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,848 | $252.8K | 0.00% | −1,041−21.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,900 | $252.1K | 0.23% | 00.0% | Unchanged |
| Manske Wealth Management | 3,870 | $250.2K | 0.08% | −75−1.9% | Reduced |
| Global Retirement Partners, LLC | 3,830 | $247.6K | 0.01% | +3,585+1,463.3% | Added |
| Triumph Capital Management | 3,810 | $246.3K | 0.07% | −40−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,765 | $243.4K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 3,685 | $238.2K | 0.01% | −300−7.5% | Reduced |
| Clarkston Capital Partners, LLC | 3,476 | $224.7K | 0.00% | +3,476 | New |
| Mutual Advisors, LLC | 3,478 | $224.2K | 0.00% | −680−16.4% | Reduced |
| Legacy Financial Advisors, Inc. | 3,468 | $224.2K | 0.03% | +3,468 | New |
| Koshinski Asset Management, Inc. | 3,458 | $223.6K | 0.02% | +3,458 | New |
| Ascent Group, LLC | 3,438 | $222.3K | 0.01% | −1,291−27.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,420 | $221.1K | 0.04% | +3,420 | New |
| Kavar Capital Partners Group, LLC | 3,400 | $219.8K | 0.03% | +3,400 | New |
| Leuthold Group, LLC | 3,394 | $219.4K | 0.02% | +3,394 | New |
| Peregrine Asset Advisers, Inc. | 3,350 | $216.6K | 0.06% | +3,350 | New |
| Parallel Advisors, LLC | 3,326 | $215.0K | 0.00% | +261+8.5% | Added |
| Kathmere Capital Management, LLC | 3,318 | $214.5K | 0.02% | +3,318 | New |
| PharVision Advisers, LLC | 3,241 | $209.5K | 0.12% | +3,241 | New |
| Atria Investments LLC | 3,155 | $204.0K | 0.00% | +3,155 | New |
| Addison Advisors LLC | 3,123 | $201.9K | 0.05% | −152−4.6% | Reduced |
| Pensionmark Financial Group, LLC | 3,116 | $201.4K | 0.00% | +3,116 | New |
| SBI Securities Co., Ltd. | 3,094 | $200.0K | 0.01% | −1,295−29.5% | Reduced |
| Wealthstream Advisors, Inc. | 3,094 | $200.0K | 0.03% | +3,094 | New |
| Cromwell Holdings LLC | 2,955 | $191.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,954 | $191.0K | 0.00% | −396−11.8% | Reduced |
| Bayforest Capital Ltd | 2,887 | $186.6K | 0.09% | −4,202−59.3% | Reduced |
| Macquarie Group Ltd | 2,873 | $185.7K | 0.00% | −112,500−97.5% | Reduced |
| LSV Asset Management | 2,700 | $175.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,373 | $153.4K | 0.01% | +208+9.6% | Added |
| CWM, LLC | 2,196 | $142.0K | 0.00% | +112+5.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 2,104 | $136.1K | 0.00% | +2,104 | New |
| Bryn Mawr Trust Co | 2,000 | $129.3K | 0.00% | −39−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,878 | $121.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,866 | $120.6K | 0.00% | −453−19.5% | Reduced |
| North Capital, Inc. | 1,708 | $110.4K | 0.09% | +1+0.1% | Added |
| City State Bank | 1,655 | $107.0K | 0.03% | +600+56.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,485 | $96.0K | 0.01% | −455−23.5% | Reduced |
| Dunhill Financial, LLC | 1,371 | $88.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $87.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $84.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,261 | $81.5K | 0.00% | −282−18.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,245 | $80.5K | 0.06% | −352−22.0% | Reduced |
| Wealthspire Advisors, LLC | 1,177 | $76.1K | 0.00% | +1,177 | New |
| Steward Partners Investment Advisory, LLC | 1,108 | $71.6K | 0.00% | −501−31.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,068 | $69.1K | 0.00% | +1,068 | New |
| Larson Financial Group LLC | 1,047 | $67.7K | 0.00% | +395+60.6% | Added |
| Toth Financial Advisory Corp | 1,040 | $67.2K | 0.01% | +1,040 | New |
| Independence Bank of Kentucky | 1,025 | $66.3K | 0.01% | −50−4.7% | Reduced |
| Clearstead Advisors, LLC | 1,009 | $65.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,000 | $64.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 933 | $60.3K | 0.00% | −100−9.7% | Reduced |
| Manchester Capital Management LLC | 915 | $59.2K | 0.01% | +915 | New |
| Bollard Group LLC | 914 | $59.0K | 0.00% | +2+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 899 | $58.2K | 0.01% | +12+1.4% | Added |
| Massmutual Trust Co FSB | 891 | $57.6K | 0.00% | +28+3.2% | Added |
| Smartleaf Asset Management LLC | 783 | $50.7K | 0.00% | +760+3,304.3% | Added |
| Pinnacle Bancorp, Inc. | 735 | $47.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 715 | $46.2K | 0.00% | +393+122.0% | Added |
| 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 |
| Mondrian Investment Partners LTD | 470 | $42.3K | 0.00% | +470 | New |
| Princeton Global Asset Management LLC | 650 | $42.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 601 | $38.9K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 540 | $34.9K | 0.01% | +540 | New |
| Coston, McIsaac & Partners | 501 | $32.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $30.3K | 0.02% | 00.0% | Unchanged |