Bank of Nova Scotia (BNS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
9 concentrated managers hold it (+2 vs last quarter) with a median weight of 0.9%.
Who owns Bank of Nova Scotia?
As of Jun 30, 2026, the largest holders reported on Form 13F were Royal Bank of Canada (65.8 million shares), Bank of Montreal (51.9 million shares) and Vanguard Capital Management (35.7 million shares).
Which institutions hold the most Bank of Nova Scotia shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Royal Bank of Canada: 65.8 million shares
- 2. Bank of Montreal: 51.9 million shares
- 3. Vanguard Capital Management: 35.7 million shares
- 4. Cibc World Market: 25.2 million shares
- 5. Norges Bank: 18.4 million shares
- 6. Acadian Asset Management: 18.4 million shares
- 7. 1832 Asset Management: 16.3 million shares
- 8. National Bank of Canada: 15.7 million shares
- 9. Geode Capital Management: 14.3 million shares
- 10. TD Asset Management: 14.1 million shares
Sources:All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Change in managers (7 → 9): 3 opened · 1 exited = +2
Net flow in the quarter: +$13.6M (+157 K shares) · bought $30.6M and sold $17.0MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 6 held it last quarter (the chart point); with today's set, 7 (the base for the change).
Concentrated managers holding it
- Morguard Lincluden Global InvestmentsReduced$56.6M5.6%−1.4 pp
- Fairfax Financial Holdings$31.2M1.2%
- Montrusco Bolton InvestmentsNew$26.6M0.4%+0.4 pp
- Eldred Rock Partners$17.8M3.8%
- Euro Pacific Asset ManagementReduced$13.9M1.6%−0.0 pp
- Tweedy, BrowneNew$3.7M0.3%+0.3 pp
- Portland Investment Counsel$3.3M0.9%
- Baskin Financial ServicesNew$406K0.0%+0.0 pp
- Sara-Bay Financial$383K0.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Norges BankPension or sovereign fund$1.6 bn0.2%
- Canada Pension Plan Investment BoardPension or sovereign fund$1.0 bn0.6%
- Healthcare of Ontario Pension Plan Trust FundPension or sovereign fund$575M0.8%
- Public Sector Pension Investment BoardPension or sovereign fund$145M0.4%
Largest holders of BNS (all 13F filers)
- Royal Bank of Canada65.8 MBank or trading desk−6.0 M
- Bank of Montreal51.9 MBank or trading desk−4.1 M
- Vanguard Capital Management35.7 MIndex manager+23 K
- Cibc World Market25.2 MBank or trading desk−764 K
- Norges Bank18.4 MPension or sovereign fundno data
- Acadian Asset Management18.4 MQuant or multi-manager+3.4 M
- 1832 Asset Management16.3 MInvestment firm−2.0 M
- National Bank of Canada15.7 MBank or trading desk−723 K
- Geode Capital Management14.3 MIndex manager+1.5 M
- TD Asset Management14.1 MInvestment firm−5.1 M
- Shares
- 65.8 M
- Change
- −6.0 M
See more
- Type
- Bank or trading desk
- Value
- $5.7 bn
- Shares
- 51.9 M
- Change
- −4.1 M
See more
- Type
- Bank or trading desk
- Value
- $4.5 bn
- Shares
- 35.7 M
- Change
- +23 K
See more
- Type
- Index manager
- Value
- $3.1 bn
- Shares
- 25.2 M
- Change
- −764 K
See more
- Type
- Bank or trading desk
- Value
- $2.2 bn
- Shares
- 18.4 M
- Change
- no data
See more
- Type
- Pension or sovereign fund
- Value
- $1.6 bn
- Shares
- 18.4 M
- Change
- +3.4 M
See more
- Type
- Quant or multi-manager
- Value
- $1.6 bn
- Shares
- 16.3 M
- Change
- −2.0 M
See more
- Type
- Investment firm
- Value
- $1.4 bn
- Shares
- 15.7 M
- Change
- −723 K
See more
- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 14.3 M
- Change
- +1.5 M
See more
- Type
- Index manager
- Value
- $1.3 bn
- Shares
- 14.1 M
- Change
- −5.1 M
See more
- Type
- Investment firm
- Value
- $1.2 bn
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Bank of Montreal4.63%(fell below 5%)13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 13, 2026
- Bank of Montreal5.18%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Feb 12, 2026
- Bank of Montreal3.27%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Nov 13, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
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