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, Q2 2026
Institutional positions in Bank of Nova Scotia as of Jun 30, 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
- 535
- +32 vs. Q1 2026
- Shares held
- 543.8M
- +6.33M (+1.2%) vs. Q1 2026
- Total value
- $47.7B
- +$10.3B (+27.7%) vs. Q1 2026
- New holders
- 75
- 195 more added
- Sold out
- 43
- 155 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $347 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $347 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $348 | 0.00% | +4 | New |
| Trust Co | 7 | $608 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 13 | $1.13K | 0.00% | +13 | New |
| McGuire Capital Advisors Inc | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $1.39K | 0.00% | +5+45.5% | Added |
| Noble Wealth Management PBC | 16 | $1.39K | 0.00% | +16 | New |
| GWM Advisors LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 24 | $2.08K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $2.52K | 0.00% | +29 | New |
| Godfrey Financial Associates, Inc. | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $2.61K | 0.00% | −31−50.8% | Reduced |
| Financial Consulate, Inc | 30 | $2.61K | 0.00% | +18+150.0% | Added |
| Stone House Investment Management, LLC | 31 | $2.69K | 0.00% | +10+47.6% | Added |
| IFP Advisors, Inc | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $3.39K | 0.00% | +19+95.0% | Added |
| Huntington National Bank | 41 | $3.56K | 0.00% | +41 | New |
| Parkside Financial Bank & Trust | 47 | $4.08K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 51 | $4.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 52 | $4.52K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 53 | $4.60K | 0.00% | +3+6.0% | Added |
| JPL Wealth Management, LLC | 56 | $4.86K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 57 | $4.95K | 0.00% | +7+14.0% | Added |
| Action Point Financial Planning, LLC | 63 | $5.47K | 0.00% | +63 | New |
| JNBA Financial Advisors | 69 | $5.99K | 0.00% | +69 | New |
| Penserra Capital Management LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 75 | $6.51K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 84 | $7.29K | 0.00% | +50+147.1% | Added |
| VSM Wealth Advisory, LLC | 85 | $7.38K | 0.00% | +85 | New |
| Assetmark, Inc | 94 | $8.16K | 0.00% | −1−1.1% | Reduced |
| CVA Family Office, LLC | 96 | $8.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $8.51K | 0.00% | +1+1.0% | Added |
| New England Capital Financial Advisors LLC | 100 | $8.68K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $8.68K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 100 | $8.68K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 102 | $8.86K | 0.00% | −1,168−92.0% | Reduced |
| Bayforest Capital Ltd | 103 | $8.95K | 0.01% | +103 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 114 | $9.90K | 0.00% | −10−8.1% | Reduced |
| Entrust Financial LLC | 116 | $10.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 133 | $11.6K | 0.00% | +133 | New |
| ZRC Wealth Management, LLC | 136 | $11.8K | 0.00% | +136 | New |
| Essential Partners LLC | 142 | $12.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $14.0K | 0.00% | +19+13.4% | Added |
| NBC Securities, Inc. | 170 | $14.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 178 | $15.5K | 0.01% | +105+143.8% | Added |
| Transamerica Financial Advisors, Inc. | 184 | $16.0K | 0.00% | −3,937−95.5% | Reduced |
| GAMMA Investing LLC | 190 | $16.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 195 | $16.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bayban | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $17.7K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 198 | $17.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 222 | $19.3K | 0.00% | +2+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 247 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $21.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $21.7K | 0.00% | +250 | New |
| Cornerstone Planning Group LLC | 250 | $21.9K | 0.00% | +24+10.6% | Added |
| Indiana Trust & Investment Management CO | 255 | $22.1K | 0.01% | +255 | New |
| Basecamp Wealth Advisors LLC | 263 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 275 | $23.9K | 0.01% | +241+708.8% | Added |
| Private Trust Co NA | 289 | $25.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 291 | $25.3K | 0.01% | −36−11.0% | Reduced |
| Crews Bank & Trust | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 300 | $26.1K | 0.01% | +300 | New |
| Newbridge Financial Services Group, Inc. | 320 | $27.8K | 0.00% | +120+60.0% | Added |
| Southern Michigan Bank & Trust | 340 | $29.5K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 368 | $32.0K | 0.00% | +37+11.2% | Added |
| Armstrong Advisory Group, Inc | 400 | $34.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 440 | $38.2K | 0.00% | +410+1,366.7% | Added |
| Addison Advisors LLC | 445 | $38.6K | 0.02% | −2,675−85.7% | Reduced |
| Delta Asset Management LLC | 450 | $39.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 467 | $40.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 469 | $40.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 471 | $41.0K | 0.00% | +5+1.1% | Added |
| Massmutual Trust Co FSB | 478 | $41.5K | 0.00% | −48−9.1% | Reduced |
| Coston, McIsaac & Partners | 501 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 498 | $43.2K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 500 | $43.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 533 | $46.3K | 0.00% | +533 | New |
| Silver Grove Financial Group, Inc. | 559 | $48.5K | 0.03% | +559 | New |
| Cypress Capital Management LLC (WY) | 601 | $52.2K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $56.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 655 | $56.9K | 0.00% | +5+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 700 | $60.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 714 | $62.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 735 | $63.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 770 | $66.9K | 0.00% | −24−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 801 | $69.6K | 0.00% | +73+10.0% | Added |
| IFG Advisory, LLC | 817 | $70.9K | 0.00% | +267+48.5% | Added |
| PlanVest Financial, Inc | 888 | $77.1K | 0.05% | 00.0% | Unchanged |