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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 6,400 | $443.6K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,177 | $428.0K | 0.02% | +6,177 | New |
| Pensionmark Financial Group, LLC | 6,089 | $422.0K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 6,100 | $421.7K | 0.07% | +6,100 | New |
| Forbes J M & Co LLP | 6,000 | $415.9K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,958 | $411.9K | 0.27% | +1,105+22.8% | Added |
| Buckingham Strategic Partners | 5,923 | $410.5K | 0.00% | +262+4.6% | Added |
| HB Wealth Management, LLC | 5,841 | $404.8K | 0.00% | −120−2.0% | Reduced |
| Wellington-Altus USA Inc. | 4,541 | $403.5K | 0.24% | −3,831−45.8% | Reduced |
| Glenmede Trust Co NA | 5,720 | $396.5K | 0.00% | +5,720 | New |
| Walleye Capital LLC | 5,568 | $385.9K | 0.00% | +5,568 | New |
| Applied Capital LLC | 5,496 | $380.9K | 0.28% | −120−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,491 | $380.6K | 0.05% | +1,063+24.0% | Added |
| Merit Financial Group, LLC | 5,443 | $377.3K | 0.00% | +333+6.5% | Added |
| CAPROCK Group, Inc. | 5,328 | $369.3K | 0.01% | −3,064−36.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 5,197 | $359.3K | 0.00% | −645−11.0% | Reduced |
| Hexagon Capital Partners LLC | 5,014 | $347.5K | 0.05% | +5,014 | New |
| Blair William & Co | 4,921 | $341.1K | 0.00% | +4,921 | New |
| Checchi Capital Advisers, LLC | 4,906 | $340.0K | 0.02% | +105+2.2% | Added |
| Old North State Trust, LLC | 4,872 | $338.0K | 0.20% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 4,807 | $333.2K | 0.04% | −192−3.8% | Reduced |
| Brown Advisory Inc | 4,742 | $328.7K | 0.00% | +4,742 | New |
| Sagespring Wealth Partners, LLC | 4,694 | $325.3K | 0.01% | +425+10.0% | Added |
| 1620 Investment Advisors, Inc. | 4,674 | $324.0K | 0.22% | +17+0.4% | Added |
| Envestnet Asset Management Inc | 4,630 | $320.9K | 0.00% | −178−3.7% | Reduced |
| Prospera Financial Services Inc | 4,626 | $320.7K | 0.01% | +10.0% | Added |
| Virtus ETF Advisers LLC | 3,279 | $316.3K | 0.15% | −1,053−24.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,538 | $314.6K | 0.01% | +1,790+65.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,528 | $313.8K | 0.02% | +4,528 | New |
| Private Advisor Group, LLC | 4,497 | $311.7K | 0.00% | −1,139−20.2% | Reduced |
| Burkett Asset Management Ltd | 4,503 | $311.6K | 0.31% | +138+3.2% | Added |
| Sara-Bay Financial | 4,410 | $305.7K | 0.09% | −445−9.2% | Reduced |
| JCIC Asset Management Inc. | 4,412 | $305.3K | 0.09% | +95+2.2% | Added |
| Aigen Investment Management, LP | 3,162 | $305.0K | 0.08% | −948−23.1% | Reduced |
| Zevin Asset Management LLC | 4,390 | $304.3K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 4,386 | $304.0K | 0.02% | +20.0% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 4,373 | $303.1K | 0.18% | +4,373 | New |
| Atria Investments LLC | 4,308 | $298.6K | 0.00% | +1,014+30.8% | Added |
| Hemenway Trust Co LLC | 4,280 | $296.6K | 0.02% | −410−8.7% | Reduced |
| Kestra Advisory Services, LLC | 4,153 | $287.8K | 0.00% | +17+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 4,121 | $285.7K | 0.02% | −52−1.2% | Reduced |
| GAM Holding AG | 4,100 | $283.5K | 0.02% | +4,100 | New |
| Venture Visionary Partners LLC | 4,026 | $279.0K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 3,977 | $275.6K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,595 | $274.9K | 0.02% | −310−7.9% | Reduced |
| Five Oceans Advisors | 3,938 | $272.9K | 0.10% | 00.0% | Unchanged |
| Triumph Capital Management | 3,935 | $272.7K | 0.06% | +33+0.8% | Added |
| Pure Financial Advisors, Inc. | 3,825 | $265.1K | 0.00% | +1,105+40.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,790 | $262.0K | 0.00% | +3,789+378,900.0% | Added |
| Ascent Group, LLC | 3,732 | $258.7K | 0.01% | +209+5.9% | Added |
| Alan B. Lancz & Associates, Inc. | 3,700 | $256.4K | 0.25% | −200−5.1% | Reduced |
| Income Insurance Ltd | 3,689 | $255.0K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,625 | $251.3K | 0.00% | +403+12.5% | Added |
| Evelyn Partners Investment Management LLP | 3,610 | $250.2K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,579 | $248.1K | 0.02% | +281+8.5% | Added |
| Manske Wealth Management | 3,560 | $246.7K | 0.07% | −150−4.0% | Reduced |
| Greenspring Advisors, LLC | 3,503 | $242.8K | 0.01% | −48−1.4% | Reduced |
| Advisory Services Network, LLC | 3,487 | $241.7K | 0.00% | −360−9.4% | Reduced |
| Mutual Advisors, LLC | 3,478 | $241.1K | 0.01% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 3,476 | $240.9K | 0.04% | +3,476 | New |
| Venturi Wealth Management, LLC | 3,468 | $240.4K | 0.01% | +537+18.3% | Added |
| Koshinski Asset Management, Inc. | 3,467 | $240.3K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,441 | $238.5K | 0.01% | +208+6.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,420 | $237.0K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,414 | $236.6K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,352 | $232.3K | 0.03% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,340 | $231.5K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,325 | $230.5K | 0.00% | 00.0% | Unchanged |
| Leuthold Group, LLC | 3,300 | $228.7K | 0.02% | −99−2.9% | Reduced |
| Natural Investments, LLC | 3,229 | $223.0K | 0.06% | −10.0% | Reduced |
| State of Wyoming | 3,180 | $219.8K | 0.03% | −13,080−80.4% | Reduced |
| Park Avenue Securities LLC | 3,155 | $219.0K | 0.00% | +64+2.1% | Added |
| Addison Advisors LLC | 3,120 | $216.2K | 0.05% | +80+2.6% | Added |
| PCM Encore, LLC | 2,983 | $206.8K | 0.04% | +2,983 | New |
| Corient IA LLC | 2,980 | $206.5K | 0.19% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,955 | $204.8K | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,949 | $204.4K | 0.03% | +2,949 | New |
| Skopos Labs, Inc. | 2,946 | $204.2K | 0.01% | +2,946 | New |
| D.A. Davidson & Co. | 2,921 | $202.5K | 0.00% | −92−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,917 | $202.2K | 0.00% | −11−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 2,900 | $201.0K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 2,700 | $187.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,692 | $186.6K | 0.01% | −110−3.9% | Reduced |
| Manchester Capital Management LLC | 2,556 | $177.2K | 0.03% | +28+1.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,394 | $165.9K | 0.00% | −11−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,139 | $148.3K | 0.00% | −1,054−33.0% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 2,104 | $145.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,018 | $139.9K | 0.00% | +38+1.9% | Added |
| UBS Asset Management Americas Inc | 1,949 | $135.1K | 0.00% | +1,270+187.0% | Added |
| Advisors Asset Management, Inc. | 1,784 | $123.6K | 0.00% | −20−1.1% | Reduced |
| LOM Asset Management Ltd | 1,270 | $122.5K | 0.04% | 00.0% | Unchanged |
| City State Bank | 1,655 | $114.7K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 1,618 | $112.0K | 0.00% | −3,731−69.8% | Reduced |
| Smartleaf Asset Management LLC | 1,579 | $106.4K | 0.00% | −253−13.8% | Reduced |
| Colonial Trust Co | 1,500 | $104.0K | 0.01% | −500−25.0% | Reduced |
| Allworth Financial LP | 1,454 | $100.8K | 0.00% | +234+19.2% | Added |
| Dunhill Financial, LLC | 1,371 | $95.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,342 | $93.0K | 0.00% | +74+5.8% | Added |
| Harbour Investments, Inc. | 1,315 | $91.1K | 0.00% | +382+40.9% | Added |
| Larson Financial Group LLC | 1,312 | $90.9K | 0.00% | +32+2.5% | Added |