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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,300 | $90.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,108 | $76.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,040 | $72.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,005 | $69.7K | 0.01% | −20−2.0% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $69.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,000 | $69.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 918 | $64.0K | 0.00% | +2+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 918 | $63.5K | 0.02% | +9+1.0% | Added |
| Twin Tree Management, LP | 916 | $63.5K | 0.01% | +916 | New |
| Bryn Mawr Trust Co | 900 | $62.4K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 888 | $61.5K | 0.05% | +888 | New |
| Ronald Blue Trust, Inc. | 794 | $55.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $50.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| North Star Investment Management Corp. | 714 | $49.5K | 0.00% | +6+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 700 | $48.5K | 0.02% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 473 | $45.6K | 0.00% | +3+0.6% | Added |
| Princeton Global Asset Management LLC | 650 | $45.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $45.1K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 601 | $41.7K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 550 | $38.1K | 0.11% | +550 | New |
| Massmutual Trust Co FSB | 526 | $36.5K | 0.00% | −343−39.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 500 | $34.7K | 0.00% | +500 | New |
| Bruce G. Allen Investments, LLC | 498 | $34.5K | 0.02% | +204+69.4% | Added |
| Coston, McIsaac & Partners | 501 | $34.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $32.5K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 467 | $32.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 466 | $32.0K | 0.00% | +5+1.1% | Added |
| Delta Asset Management LLC | 450 | $31.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 436 | $30.2K | 0.00% | +436 | New |
| Swiss Re Ltd | 410 | $28.3K | 0.17% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 393 | $27.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 390 | $27.0K | 0.01% | +390 | New |
| Southern Michigan Bank & Trust | 340 | $23.6K | 0.01% | +340 | New |
| Groupe la Francaise | 331 | $22.9K | 0.00% | +331 | New |
| True Wealth Design, LLC | 327 | $22.7K | 0.01% | +65+24.8% | Added |
| Crews Bank & Trust | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 289 | $20.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 263 | $18.2K | 0.00% | −30−10.2% | Reduced |
| Rothschild Investment LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 226 | $17.3K | 0.00% | +31+15.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 247 | $17.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 220 | $15.3K | 0.00% | +1+0.5% | Added |
| RMG Wealth Management LLC | 198 | $15.3K | 0.00% | +198 | New |
| SRS Capital Advisors, Inc. | 213 | $14.8K | 0.00% | −772−78.4% | Reduced |
| Highline Wealth Partners LLC | 204 | $14.1K | 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 |
| Coastline Trust Co | 195 | $13.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 190 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $12.3K | 0.00% | −40−18.3% | Reduced |
| SJS Investment Consulting Inc. | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 160 | $11.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 142 | $9.84K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 142 | $9.84K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $8.73K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $8.59K | 0.00% | −59−32.2% | Reduced |
| Entrust Financial LLC | 116 | $8.04K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 97 | $6.76K | 0.00% | +50+106.4% | Added |
| CVA Family Office, LLC | 96 | $6.65K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 95 | $6.58K | 0.00% | +36+61.0% | Added |
| Advocate Investing Services LLC | 75 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 73 | $5.06K | 0.00% | +21+40.4% | Added |
| Penserra Capital Management LLC | 78 | $5.00K | 0.00% | +3+4.0% | Added |
| Ancora Advisors, LLC | 62 | $4.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $4.23K | 0.00% | +49+408.3% | Added |
| JPL Wealth Management, LLC | 56 | $3.88K | 0.00% | +56 | New |
| Trust Co of Toledo NA | 52 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 52 | $3.60K | 0.00% | +52 | New |
| Vermillion Wealth Management, Inc. | 51 | $3.54K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $3.51K | 0.00% | +19+61.3% | Added |
| UMA Financial Services, Inc. | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $3.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39 | $2.70K | 0.00% | +18+85.7% | Added |
| Root Financial Partners, LLC | 38 | $2.63K | 0.00% | +19+100.0% | Added |
| IFP Advisors, Inc | 36 | $2.50K | 0.00% | −12−25.0% | Reduced |
| Kilter Group LLC | 34 | $2.36K | 0.00% | +9+36.0% | Added |
| Bare Financial Services, Inc | 34 | $2.36K | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 25 | $1.73K | 0.00% | +25 | New |
| Central Trust Co | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 24 | $1.66K | 0.00% | +24 | New |
| Zions Bancorporation, National Association | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| 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 |