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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 674 | $49.7K | 0.00% | +674 | New |
| Princeton Global Asset Management LLC | 650 | $47.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $47.9K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 470 | $47.6K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 601 | $44.3K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $36.3K | 0.00% | −3,337−87.1% | Reduced |
| Coston, McIsaac & Partners | 501 | $36.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $34.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 467 | $34.4K | 0.00% | +467 | New |
| Capital Analysts, LLC | 461 | $34.0K | 0.00% | +6+1.3% | Added |
| Delta Asset Management LLC | 450 | $33.2K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 410 | $30.3K | 0.00% | +410 | New |
| Armstrong Advisory Group, Inc | 400 | $29.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 393 | $29.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $27.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 294 | $21.7K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 293 | $21.6K | 0.00% | +293 | New |
| Private Trust Co NA | 289 | $21.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 262 | $19.3K | 0.01% | +12+4.8% | Added |
| Rothschild Investment LLC | 250 | $18.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $18.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 248 | $18.3K | 0.00% | −997−80.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 247 | $18.2K | 0.00% | +247 | New |
| SHP Wealth Management | 219 | $16.1K | 0.00% | +219 | New |
| Bell Investment Advisors, Inc | 218 | $16.1K | 0.00% | +96+78.7% | Added |
| Navalign, LLC | 211 | $15.5K | 0.00% | +211 | New |
| Highline Wealth Partners LLC | 204 | $15.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $14.7K | 0.00% | +200 | New |
| Bayban | 200 | $14.7K | 0.01% | +200 | New |
| Cornerstone Planning Group LLC | 195 | $14.7K | 0.00% | +17+9.6% | Added |
| Coastline Trust Co | 195 | $14.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 183 | $13.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $12.5K | 0.00% | +170 | New |
| NBC Securities, Inc. | 170 | $12.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 160 | $11.8K | 0.01% | +160 | New |
| JFS Wealth Advisors, LLC | 142 | $10.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 142 | $10.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $9.29K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 116 | $8.55K | 0.01% | +116 | New |
| New England Capital Financial Advisors LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $7.37K | 0.00% | +100 | New |
| Ankerstar Wealth, LLC | 100 | $7.37K | 0.01% | +100 | New |
| CVA Family Office, LLC | 96 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 75 | $5.53K | 0.00% | +75 | New |
| Hager Investment Management Services, LLC | 71 | $5.23K | 0.00% | +71 | New |
| Penserra Capital Management LLC | 75 | $5.00K | 0.00% | −3−3.8% | Reduced |
| Ancora Advisors, LLC | 62 | $4.57K | 0.00% | +62 | New |
| Assetmark, Inc | 59 | $4.35K | 0.00% | +40+210.5% | Added |
| Trust Co of Toledo NA | 52 | $3.83K | 0.00% | −23−30.7% | Reduced |
| Cornerstone Financial Management LLC | 52 | $3.83K | 0.00% | +52 | New |
| Vermillion Wealth Management, Inc. | 51 | $3.76K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $3.69K | 0.00% | −50−50.0% | Reduced |
| IFP Advisors, Inc | 48 | $3.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $3.50K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $3.46K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 47 | $3.46K | 0.00% | +47 | New |
| Resources Management Corp | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $2.28K | 0.00% | +11+55.0% | Added |
| CoreCap Advisors, LLC | 30 | $2.21K | 0.00% | +30 | New |
| Godfrey Financial Associates, Inc. | 30 | $2.21K | 0.00% | +30 | New |
| Private Wealth Asset Management, LLC | 28 | $2.06K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $1.99K | 0.00% | +27 | New |
| Kilter Group LLC | 25 | $1.84K | 0.00% | +18+257.1% | Added |
| Central Trust Co | 24 | $1.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $1.70K | 0.00% | +23 | New |
| Stone House Investment Management, LLC | 21 | $1.55K | 0.00% | +8+61.5% | Added |
| TD Private Client Wealth LLC | 21 | $1.55K | 0.00% | +21 | New |
| GWM Advisors LLC | 21 | $1.51K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 19 | $1.40K | 0.00% | +16+533.3% | Added |
| Financial Consulate, Inc | 12 | $885 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $885 | 0.00% | +12 | New |
| Trust Co | 7 | $516 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3 | $221 | 0.00% | −36−92.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $66 | 0.00% | +1 | New |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −2,142,038−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,910,072−100.0% | Sold out |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −409,629−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −368,994−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −282,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −155,109−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −57,974−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,190−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −18,998−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Orca Wealth Management, LLC | 0 | $0 | 0.00% | −16,820−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −11,997−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |