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, Q4 2025
Institutional positions in Bank of Nova Scotia as of Dec 31, 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
- 484
- +36 vs. Q3 2025
- Shares held
- 569.9M
- +20.3M (+3.7%) vs. Q3 2025
- Total value
- $42.2B
- +$6.61B (+18.6%) vs. Q3 2025
- New holders
- 69
- 160 more added
- Sold out
- 33
- 157 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,844 | $356.9K | 0.00% | +354+7.9% | Added |
| Envestnet Asset Management Inc | 4,808 | $354.3K | 0.00% | +313+7.0% | Added |
| Checchi Capital Advisers, LLC | 4,801 | $353.8K | 0.02% | −386−7.4% | Reduced |
| Hemenway Trust Co LLC | 4,690 | $345.6K | 0.03% | −235−4.8% | Reduced |
| 1620 Investment Advisors, Inc. | 4,657 | $343.2K | 0.23% | +7+0.2% | Added |
| Prospera Financial Services Inc | 4,625 | $340.8K | 0.01% | +173+3.9% | Added |
| Nwam LLC | 4,384 | $329.2K | 0.02% | −47−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 4,428 | $326.3K | 0.05% | +960+27.7% | Added |
| Zevin Asset Management LLC | 4,390 | $323.5K | 0.04% | 00.0% | Unchanged |
| Burkett Asset Management Ltd | 4,365 | $322.4K | 0.33% | +4,365 | New |
| JCIC Asset Management Inc. | 4,317 | $318.4K | 0.10% | +365+9.2% | Added |
| Sagespring Wealth Partners, LLC | 4,269 | $314.6K | 0.01% | +111+2.7% | Added |
| Aigen Investment Management, LP | 4,110 | $308.4K | 0.07% | +4,110 | New |
| Transamerica Financial Advisors, Inc. | 4,173 | $307.5K | 0.03% | −69−1.6% | Reduced |
| Kestra Advisory Services, LLC | 4,136 | $304.8K | 0.00% | +4,136 | New |
| AlphaCore Capital LLC | 4,109 | $302.8K | 0.01% | −380−8.5% | Reduced |
| Venture Visionary Partners LLC | 4,026 | $296.7K | 0.01% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 4,000 | $294.8K | 0.03% | +4,000 | New |
| 111 Capital | 3,994 | $294.6K | 0.06% | −22,122−84.7% | Reduced |
| Rockland Trust Co | 3,977 | $293.1K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,938 | $290.2K | 0.10% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,905 | $288.2K | 0.02% | +17+0.4% | Added |
| Triumph Capital Management | 3,902 | $287.5K | 0.06% | +92+2.4% | Added |
| Alan B. Lancz & Associates, Inc. | 3,900 | $287.4K | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,847 | $283.5K | 0.00% | −140−3.5% | Reduced |
| Manske Wealth Management | 3,710 | $273.4K | 0.08% | −160−4.1% | Reduced |
| Income Insurance Ltd | 3,689 | $272.4K | 0.18% | +3,689 | New |
| Evelyn Partners Investment Management LLP | 3,610 | $266.3K | 0.01% | −75−2.0% | Reduced |
| Greenspring Advisors, LLC | 3,551 | $261.7K | 0.02% | +3,551 | New |
| Westerkirk Capital Inc. | 3,536 | $260.9K | 0.03% | −48,800−93.2% | Reduced |
| Ascent Group, LLC | 3,523 | $259.6K | 0.01% | +85+2.5% | Added |
| Mutual Advisors, LLC | 3,478 | $256.3K | 0.01% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 3,476 | $256.1K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,467 | $255.5K | 0.02% | +9+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,420 | $252.0K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,414 | $251.6K | 0.03% | +14+0.4% | Added |
| Leuthold Group, LLC | 3,399 | $250.5K | 0.03% | +5+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 3,352 | $247.0K | 0.03% | −413−11.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,340 | $246.1K | 0.07% | −10−0.3% | Reduced |
| Benjamin Edwards Inc | 3,325 | $245.0K | 0.00% | −724−17.9% | Reduced |
| Kathmere Capital Management, LLC | 3,298 | $243.0K | 0.02% | −20−0.6% | Reduced |
| Atria Investments LLC | 3,294 | $242.7K | 0.00% | +139+4.4% | Added |
| Aprio Wealth Management, LLC | 3,233 | $238.2K | 0.01% | +3,233 | New |
| Natural Investments, LLC | 3,230 | $238.0K | 0.06% | +3,230 | New |
| Parallel Advisors, LLC | 3,222 | $237.4K | 0.00% | −104−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,193 | $235.3K | 0.00% | +239+8.1% | Added |
| Park Avenue Securities LLC | 3,091 | $228.0K | 0.00% | +3,091 | New |
| Addison Advisors LLC | 3,040 | $224.0K | 0.05% | −83−2.7% | Reduced |
| D.A. Davidson & Co. | 3,013 | $222.1K | 0.00% | +3,013 | New |
| Corient IA LLC | 2,980 | $219.6K | 0.21% | −2,020−40.4% | Reduced |
| Cromwell Holdings LLC | 2,955 | $217.8K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,931 | $216.0K | 0.01% | +2,931 | New |
| United Capital Financial Advisers, LLC | 2,928 | $215.8K | 0.00% | +2,928 | New |
| Westbourne Investments, Inc. | 2,900 | $213.7K | 0.10% | +2,900 | New |
| Crescent Grove Advisors, LLC | 2,900 | $213.7K | 0.02% | +2,900 | New |
| Fiduciary Group LLC | 2,847 | $209.8K | 0.02% | +2,847 | New |
| SBI Securities Co., Ltd. | 2,802 | $206.5K | 0.01% | −292−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,748 | $202.5K | 0.01% | +375+15.8% | Added |
| Intrua Financial, LLC | 2,744 | $202.2K | 0.02% | −15,267−84.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,720 | $200.4K | 0.00% | +2,720 | New |
| Baskin Financial Services Inc. | 2,717 | $200.0K | 0.02% | +2,717 | New |
| LSV Asset Management | 2,700 | $199.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,528 | $186.3K | 0.03% | +1,613+176.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,405 | $177.2K | 0.00% | +2,405 | New |
| Munich Reinsurance Co Stock Corp in Munich | 2,104 | $155.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,000 | $147.4K | 0.02% | +2,000 | New |
| CWM, LLC | 1,980 | $146.0K | 0.00% | −216−9.8% | Reduced |
| Smartleaf Asset Management LLC | 1,832 | $135.5K | 0.01% | +1,049+134.0% | Added |
| Advisors Asset Management, Inc. | 1,804 | $132.9K | 0.00% | −62−3.3% | Reduced |
| LOM Asset Management Ltd | 1,270 | $128.6K | 0.04% | +1,270 | New |
| City State Bank | 1,655 | $122.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,578 | $116.3K | 0.00% | −300−16.0% | Reduced |
| Simplex Trading, LLC | 1,439 | $106.0K | 0.00% | −32,485−95.8% | Reduced |
| Dunhill Financial, LLC | 1,371 | $101.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,350 | $99.5K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $95.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,280 | $94.3K | 0.00% | +233+22.3% | Added |
| MAI Capital Management | 1,268 | $93.4K | 0.00% | +7+0.6% | Added |
| Allworth Financial LP | 1,220 | $89.9K | 0.00% | +505+70.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,108 | $81.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,040 | $76.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,025 | $75.5K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,015 | $74.8K | 0.00% | −6,450−86.4% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $73.7K | 0.00% | −9−0.9% | Reduced |
| NBT Bank N A | 1,000 | $73.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 985 | $72.6K | 0.00% | −6,552−86.9% | Reduced |
| Harbour Investments, Inc. | 933 | $68.8K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 916 | $68.0K | 0.00% | +2+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $67.2K | 0.02% | +10+1.1% | Added |
| Bryn Mawr Trust Co | 900 | $66.3K | 0.00% | −1,100−55.0% | Reduced |
| Massmutual Trust Co FSB | 869 | $64.0K | 0.00% | −22−2.5% | Reduced |
| EFG International AG | 865 | $64.0K | 0.00% | +865 | New |
| Ronald Blue Trust, Inc. | 794 | $58.5K | 0.00% | +764+2,546.7% | Added |
| Pinnacle Bancorp, Inc. | 735 | $54.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 708 | $52.2K | 0.00% | +8+1.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 700 | $51.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $51.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 688 | $50.7K | 0.00% | +304+79.2% | Added |
| UBS Asset Management Americas Inc | 679 | $50.0K | 0.00% | −27,771−97.6% | Reduced |
| Rockefeller Capital Management L.P. | 674 | $49.7K | 0.00% | −394−36.9% | Reduced |