BANK OF NOVA SCOTIA
SEC Form 13F institutional filer · CIK 0000009631
13F-HR · 498 reported holdings · 2026-03-31
Canadian multinational banking and financial services company.
Reported long-US-equity value
$39.73B
Top-10 concentration
49.5%
BANK OF NOVA SCOTIA — $39.7B AUM allocation strategy
BANK OF NOVA SCOTIA files SEC Form 13F and reports $39.7B of long US equity value across 498 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.9%, followed by Financials 11.5% and Communication Services 8.0%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BANK OF NOVA SCOTIA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$39.7B
total across 498 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WDC +29.6M sh · +$121M+$WMT +3.37M sh · +$430M+$AMZN +2.68M sh · +$432M
Biggest trims (shares)
−$HBAN −3.46M sh · −$60.6M−$INTC −2.8M sh · −$81.2M−$GOOG −2.67M sh · −$953M
Exited to nil (held last quarter, gone now)
$QQQM ($127M last qtr)$AMCR ($26M last qtr)$ARE ($754K last qtr)$ACN ($449K last qtr)$XLC ($368K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.7%—
- Regional Banks8.3%—
- Interactive Media & Services8.0%—
- Technology Hardware, Storage & Peripherals7.9%—
- Systems Software4.4%—
- Broadline Retail4.3%—
- Diversified Banks2.1%—
- Automobile Manufacturers1.6%—
- Other holdings48.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 23.3M | $4.06B | -444K | 10.2% |
| $KEY | KeyCorp | 163M | $3.27B | +901K | 8.2% |
| $AAPL | Apple Inc | 11.1M | $2.82B | +2.1M | 7.1% |
| $MSFT | Microsoft Corporation | 4.77M | $1.77B | -1.15M | 4.4% |
| $AMZN | Amazon.com Inc | 8.25M | $1.72B | +2.68M | 4.3% |
| $AVGO | Broadcom Inc | 4.46M | $1.38B | -1.53M | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 4.56M | $1.31B | -2.67M | 3.3% |
| $GOOGL | Alphabet Inc | 4.15M | $1.19B | -280K | 3.0% |
| $JPM | JP Morgan Chase & Co | 2.87M | $844M | +897K | 2.1% |
…and 489 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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