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, Q1 2026
Institutional positions in Bank of Nova Scotia as of Mar 31, 2026. 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
- 508
- +30 vs. Q4 2025
- Shares held
- 537.6M
- +43.8M (+8.9%) vs. Q4 2025
- Total value
- $37.3B
- +$723.9M (+2.0%) vs. Q4 2025
- New holders
- 67
- 183 more added
- Sold out
- 37
- 141 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $277 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $416 | 0.00% | +6 | New |
| Trust Co | 7 | $485 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $762 | 0.00% | +11 | New |
| Financial Consulate, Inc | 12 | $832 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 16 | $1.11K | 0.00% | +16 | New |
| Caitong International Asset Management Co., Ltd | 20 | $1.39K | 0.00% | −228−91.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 24 | $1.66K | 0.00% | +24 | New |
| Central Trust Co | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 25 | $1.73K | 0.00% | +25 | New |
| Private Wealth Asset Management, LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $2.36K | 0.00% | +9+36.0% | Added |
| Bare Financial Services, Inc | 34 | $2.36K | 0.00% | +34 | New |
| IFP Advisors, Inc | 36 | $2.50K | 0.00% | −12−25.0% | Reduced |
| Root Financial Partners, LLC | 38 | $2.63K | 0.00% | +19+100.0% | Added |
| TD Private Client Wealth LLC | 39 | $2.70K | 0.00% | +18+85.7% | Added |
| Parkside Financial Bank & Trust | 47 | $3.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $3.51K | 0.00% | +19+61.3% | Added |
| Vermillion Wealth Management, Inc. | 51 | $3.54K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 52 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 52 | $3.60K | 0.00% | +52 | New |
| JPL Wealth Management, LLC | 56 | $3.88K | 0.00% | +56 | New |
| MV Capital Management, Inc. | 61 | $4.23K | 0.00% | +49+408.3% | Added |
| Ancora Advisors, LLC | 62 | $4.30K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 78 | $5.00K | 0.00% | +3+4.0% | Added |
| Cornerstone Financial Management LLC | 73 | $5.06K | 0.00% | +21+40.4% | Added |
| Advocate Investing Services LLC | 75 | $5.20K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 95 | $6.58K | 0.00% | +36+61.0% | Added |
| CVA Family Office, LLC | 96 | $6.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 97 | $6.76K | 0.00% | +50+106.4% | Added |
| New England Capital Financial Advisors LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 100 | $6.93K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 116 | $8.04K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $8.59K | 0.00% | −59−32.2% | Reduced |
| Crewe Advisors LLC | 126 | $8.73K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 142 | $9.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 142 | $9.84K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 160 | $11.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $12.3K | 0.00% | −40−18.3% | Reduced |
| GAMMA Investing LLC | 190 | $13.2K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 195 | $13.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $13.9K | 0.00% | −500−71.4% | Reduced |
| Umb Bank N A | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bayban | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 213 | $14.8K | 0.00% | −772−78.4% | Reduced |
| RMG Wealth Management LLC | 198 | $15.3K | 0.00% | +198 | New |
| SHP Wealth Management | 220 | $15.3K | 0.00% | +1+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 247 | $17.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 226 | $17.3K | 0.00% | +31+15.9% | Added |
| Basecamp Wealth Advisors LLC | 263 | $18.2K | 0.00% | −30−10.2% | Reduced |
| Private Trust Co NA | 289 | $20.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 327 | $22.7K | 0.01% | +65+24.8% | Added |
| Groupe la Francaise | 331 | $22.9K | 0.00% | +331 | New |
| Southern Michigan Bank & Trust | 340 | $23.6K | 0.01% | +340 | New |
| Twin Peaks Wealth Advisors, LLC | 390 | $27.0K | 0.01% | +390 | New |
| Eastern Bank | 393 | $27.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 410 | $28.3K | 0.17% | 00.0% | Unchanged |
| Maseco LLP | 436 | $30.2K | 0.00% | +436 | New |
| Delta Asset Management LLC | 450 | $31.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 466 | $32.0K | 0.00% | +5+1.1% | Added |
| Brown Brothers Harriman & Co | 467 | $32.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $32.5K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 501 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 498 | $34.5K | 0.02% | +204+69.4% | Added |
| Beacon Investment Advisory Services, Inc. | 500 | $34.7K | 0.00% | +500 | New |
| Massmutual Trust Co FSB | 526 | $36.5K | 0.00% | −343−39.5% | Reduced |
| IFG Advisory, LLC | 550 | $38.1K | 0.11% | +550 | New |
| Cypress Capital Management LLC (WY) | 601 | $41.7K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $45.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $45.1K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 473 | $45.6K | 0.00% | +3+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 700 | $48.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 714 | $49.5K | 0.00% | +6+0.8% | Added |
| Fifth Third Bancorp | 728 | $50.5K | 0.00% | +40+5.8% | Added |
| Nisa Investment Advisors, LLC | 728 | $50.5K | 0.00% | +54+8.0% | Added |
| Pinnacle Bancorp, Inc. | 735 | $50.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 794 | $55.0K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 888 | $61.5K | 0.05% | +888 | New |
| Bryn Mawr Trust Co | 900 | $62.4K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 916 | $63.5K | 0.01% | +916 | New |