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 |
|---|---|---|---|---|---|
| Burkett Asset Management Ltd | 4,365 | $378.7K | 0.35% | −138−3.1% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 4,373 | $379.8K | 0.20% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 4,390 | $381.2K | 0.05% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,410 | $383.0K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,410 | $383.0K | 0.00% | +585+15.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,528 | $393.2K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,536 | $393.9K | 0.02% | +957+26.7% | Added |
| Simplex Trading, LLC | 4,568 | $396.7K | 0.01% | +4,568 | New |
| Virtus ETF Advisers LLC | 3,279 | $404.2K | 0.16% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 4,681 | $406.0K | 0.03% | +4,681 | New |
| 1620 Investment Advisors, Inc. | 4,692 | $407.5K | 0.25% | +18+0.4% | Added |
| Oslo Pensjonsforsikring AS | 4,700 | $408.4K | 0.05% | −1,400−23.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,955 | $415.3K | 0.03% | +49+1.0% | Added |
| SG Americas Securities, LLC | 4,852 | $421.0K | 0.00% | −11,916−71.1% | Reduced |
| Fiduciary Financial Group, LLC | 4,863 | $422.3K | 0.05% | +56+1.2% | Added |
| Old North State Trust, LLC | 4,872 | $423.0K | 0.22% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,891 | $424.7K | 0.01% | +197+4.2% | Added |
| Hexagon Capital Partners LLC | 4,977 | $432.2K | 0.06% | −37−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 5,185 | $450.3K | 0.00% | +5,185 | New |
| SRS Capital Advisors, Inc. | 5,208 | $452.3K | 0.00% | +4,995+2,345.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,325 | $462.7K | 0.26% | −633−10.6% | Reduced |
| Applied Capital LLC | 5,396 | $468.6K | 0.31% | −100−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,701 | $495.0K | 0.11% | +2,752+93.3% | Added |
| Fulcrum Asset Management LLP | 5,715 | $495.4K | 0.05% | +5,715 | New |
| Merit Financial Group, LLC | 5,770 | $501.1K | 0.00% | +327+6.0% | Added |
| Tower Research Capital LLC (TRC) | 5,857 | $508.6K | 0.01% | +5,857 | New |
| Legacy Financial Advisors, Inc. | 5,932 | $515.1K | 0.06% | +441+8.0% | Added |
| Arkadios Wealth Advisors | 5,957 | $517.3K | 0.01% | +5,957 | New |
| Forbes J M & Co LLP | 6,000 | $521.0K | 0.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,111 | $530.7K | 0.24% | −773−11.2% | Reduced |
| HB Wealth Management, LLC | 6,146 | $533.7K | 0.00% | +305+5.2% | Added |
| Glenmede Trust Co NA | 6,296 | $546.7K | 0.00% | +576+10.1% | Added |
| Ossiam | 6,326 | $549.6K | 0.01% | −8,990−58.7% | Reduced |
| Westover Capital Advisors, LLC | 6,400 | $555.8K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 6,413 | $556.9K | 0.04% | +10.0% | Added |
| PDS Planning, Inc | 6,414 | $557.0K | 0.03% | +6+0.1% | Added |
| Snowden Capital Advisors LLC | 6,470 | $561.8K | 0.01% | −413−6.0% | Reduced |
| Wellington-Altus USA Inc. | 8,372 | $587.1K | 0.42% | +3,831+84.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,773 | $588.2K | 0.21% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 7,126 | $618.8K | 0.12% | −725−9.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,220 | $627.6K | 0.02% | −488−6.3% | Reduced |
| Rhumbline Advisers | 7,410 | $643.5K | 0.00% | +609+9.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 7,004 | $653.4K | 0.02% | −1,670−19.3% | Reduced |
| Abacus Wealth Partners, LLC | 7,816 | $678.7K | 0.07% | −13,502−63.3% | Reduced |
| Frank, Rimerman Advisors LLC | 7,857 | $682.3K | 0.04% | +294+3.9% | Added |
| Evergreen Capital Management LLC | 7,865 | $683.0K | 0.01% | +287+3.8% | Added |
| Syon Capital LLC | 8,177 | $710.1K | 0.03% | +510+6.7% | Added |
| Qtron Investments LLC | 8,254 | $717.2K | 0.10% | +8,254 | New |
| Exit Wealth Advisors, LLC. | 8,259 | $717.2K | 0.33% | +8,259 | New |
| Sumitomo Life Insurance Co | 8,400 | $729.5K | 0.01% | −184−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,400 | $729.5K | 0.01% | −184−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 8,487 | $737.0K | 0.00% | +646+8.2% | Added |
| Ruggaard & Associates LLC | 8,530 | $740.7K | 0.27% | −150−1.7% | Reduced |
| Vontobel Holding Ltd. | 8,601 | $746.8K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 8,700 | $755.5K | 0.02% | +8,700 | New |
| Savant Capital, LLC | 8,732 | $758.3K | 0.00% | −654−7.0% | Reduced |
| HighTower Advisors, LLC | 8,746 | $759.5K | 0.00% | +664+8.2% | Added |
| Monticello Wealth Management, LLC | 8,903 | $773.1K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 8,975 | $779.4K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,066 | $787.3K | 0.02% | +3,738+70.2% | Added |
| Engineers Gate Manager LP | 9,468 | $822.2K | 0.01% | +9,468 | New |
| HSBC Holdings PLC | 9,500 | $824.0K | 0.00% | +2,077+28.0% | Added |
| Westwood Holdings Group Inc. | 9,551 | $829.9K | 0.01% | +824+9.4% | Added |
| Envestnet Asset Management Inc | 9,764 | $847.9K | 0.00% | +5,134+110.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,027 | $878.3K | 0.00% | −14,768−59.6% | Reduced |
| WCG Wealth Advisors LLC | 10,250 | $890.1K | 0.02% | −1,008−9.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,300 | $894.5K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10,341 | $898.0K | 0.08% | −109−1.0% | Reduced |
| Park Circle Co | 10,500 | $911.8K | 0.80% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 10,705 | $928.6K | 0.38% | 00.0% | Unchanged |
| Retirement Planning Group | 11,050 | $959.6K | 0.02% | +57+0.5% | Added |
| Guggenheim Capital LLC | 11,341 | $984.9K | 0.01% | +2,345+26.1% | Added |
| Bowen Hanes & Co Inc | 14,267 | $988.8K | 0.02% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 11,395 | $989.5K | 0.07% | +1,750+18.1% | Added |
| Principal Securities, Inc. | 11,576 | $1.01M | 0.01% | +1,189+11.4% | Added |
| Truist Financial Corp | 11,718 | $1.02M | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,103 | $1.05M | 0.01% | −1,027−7.8% | Reduced |
| Two Sigma Securities, LLC | 12,201 | $1.06M | 0.09% | +12,201 | New |
| Centiva Capital, LP | 12,371 | $1.07M | 0.04% | +12,371 | New |
| Savvy Advisors, Inc. | 12,379 | $1.07M | 0.02% | +3,416+38.1% | Added |
| Cherokee Insurance Co | 12,760 | $1.11M | 0.43% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,131 | $1.14M | 0.00% | +357+2.8% | Added |
| EP Wealth Advisors, LLC | 13,197 | $1.15M | 0.00% | +13,197 | New |
| Radnor Capital Management, LLC | 13,275 | $1.15M | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 13,640 | $1.19M | 0.12% | +10,460+328.9% | Added |
| Bogart Wealth, LLC | 13,743 | $1.19M | 0.04% | +49+0.4% | Added |
| Sequoia Financial Advisors, LLC | 13,932 | $1.21M | 0.01% | −64−0.5% | Reduced |
| Mercer Global Advisors Inc | 14,348 | $1.25M | 0.00% | +2,915+25.5% | Added |
| Motco | 14,390 | $1.25M | 0.11% | +142+1.0% | Added |
| Integrated Wealth Concepts LLC | 14,651 | $1.27M | 0.01% | +3,685+33.6% | Added |
| Ballentine Partners, LLC | 15,454 | $1.34M | 0.02% | −70−0.5% | Reduced |
| Pathstone Holdings, LLC | 15,770 | $1.37M | 0.00% | +1,906+13.7% | Added |
| Dynamic Advisor Solutions LLC | 15,784 | $1.37M | 0.04% | +466+3.0% | Added |
| ExodusPoint Capital Management, LP | 15,801 | $1.37M | 0.01% | +15,801 | New |
| Commonwealth Equity Services, LLC | 15,940 | $1.38M | 0.00% | −232−1.4% | Reduced |
| XTX Topco Ltd | 15,997 | $1.39M | 0.02% | +15,997 | New |
| J. Safra Sarasin Holding AG | 19,363 | $1.43M | 0.02% | +4,962+34.5% | Added |
| Bailard, Inc. | 16,673 | $1.45M | 0.03% | +52+0.3% | Added |
| Vident Advisory, LLC | 16,854 | $1.46M | 0.01% | −44−0.3% | Reduced |
| Colony Group, LLC | 17,279 | $1.50M | 0.00% | −152−0.9% | Reduced |