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Security National Financial Corp

SNFCA
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0000318673

No open-market purchases or sales by Security National Financial Corp insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $90.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Security National Financial Corp as of Mar 31, 2021. 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
45
No complete 13F data for Q4 2020
Shares held
7.14M
No complete 13F data for Q4 2020
Total value
$66.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SNFCA 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.

Institutional holdersQ1 2021: 45 institutions
Q1 2021: 45 institutionsQ2 2021: 37 institutionsQ3 2021: 33 institutionsQ4 2021: 28 institutionsQ1 2022: 26 institutionsQ2 2022: 28 institutionsQ3 2022: 28 institutionsQ4 2022: 28 institutionsQ1 2023: 29 institutionsQ2 2023: 38 institutionsQ3 2023: 43 institutionsQ4 2023: 55 institutionsQ1 2024: 55 institutionsQ2 2024: 57 institutionsQ3 2024: 52 institutionsQ4 2024: 59 institutionsQ1 2025: 61 institutionsQ2 2025: 63 institutionsQ3 2025: 69 institutionsQ4 2025: 72 institutionsQ1 2026: 80 institutionsQ2 2026: 77 institutions
Value heldQ1 2021: $66.7M
Q1 2021: $66.7MQ2 2021: $57.0MQ3 2021: $56.9MQ4 2021: $62.6MQ1 2022: $68.3MQ2 2022: $59.7MQ3 2022: $45.4MQ4 2022: $52.3MQ1 2023: $44.2MQ2 2023: $70.6MQ3 2023: $42.4MQ4 2023: $85.5MQ1 2024: $77.6MQ2 2024: $76.5MQ3 2024: $91.8MQ4 2024: $120.5MQ1 2025: $121.8MQ2 2025: $106.6MQ3 2025: $98.4MQ4 2025: $83.7MQ1 2026: $89.6MQ2 2026: $90.6M
Institutions holding SNFCA and their total value by quarter
QuarterHoldersValue
Q2 202677$90.6M
Q1 202680$89.6M
Q4 202572$83.7M
Q3 202569$98.4M
Q2 202563$106.6M
Q1 202561$121.8M
Q4 202459$120.5M
Q3 202452$91.8M
Q2 202457$76.5M
Q1 202455$77.6M
Q4 202355$85.5M
Q3 202343$42.4M
Q2 202338$70.6M
Q1 202329$44.2M
Q4 202228$52.3M
Q3 202228$45.4M
Q2 202228$59.7M
Q1 202226$68.3M
Q4 202128$62.6M
Q3 202133$56.9M
Q2 202137$57.0M
Q1 202145$66.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Security National Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SNFCA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sonora Investment Management, LLC24$00.00%––
Bank of Montreal358$3.00K0.00%––
Legal & General Group Plc655$6.00K0.00%––
Citigroup Inc634$6.00K0.00%––
Ameritas Investment Partners, Inc.841$8.00K0.00%––
Royal Bank of Canada1,004$9.00K0.00%––
Denali Advisors LLC1,020$10.0K0.00%––
Advisor Group Holdings, Inc.1,374$13.0K0.00%––
Tower Research Capital LLC (TRC)1,509$14.0K0.00%––
UBS Group AG3,157$30.0K0.00%––
STRS Ohio3,400$31.0K0.00%––
Wells Fargo & Company4,377$41.0K0.00%––
New York State Common Retirement Fund5,198$49.0K0.00%––
American International Group, Inc.5,555$52.0K0.00%––
BNP Paribas Arbitrage, SA5,766$53.9K0.00%––
Deutsche Bank AG6,201$58.0K0.00%––
Morgan Stanley11,208$105.0K0.00%––
Rhumbline Advisers11,720$110.0K0.00%––
California State Teachers Retirement System14,370$134.0K0.00%––
Nuveen Asset Management, LLC15,696$147.0K0.00%––
California Public Employees Retirement System17,989$168.0K0.00%––
O'Shaughnessy Asset Management, LLC21,783$204.0K0.00%––
Goldman Sachs Group Inc26,383$247.0K0.00%––
Stephens Inc26,639$249.0K0.00%––
Charles Schwab Investment Management Inc26,557$249.0K0.00%––
Zebra Capital Management LLC28,183$264.0K0.29%––
Barclays PLC32,275$301.0K0.00%––
Bank of New York Mellon Corp34,139$319.0K0.00%––
Jacobs Levy Equity Management, Inc34,906$326.0K0.00%––
Bank of America Corp41,949$392.0K0.00%––
JPMorgan Chase & Co52,083$487.0K0.00%––
Russell Investments Group, Ltd.58,630$548.0K0.00%––
Panagora Asset Management Inc60,517$566.0K0.00%––
Synovus Financial Corp95,340$891.0K0.01%––
Northern Trust Corp111,567$1.04M0.00%––
EAM Investors, LLC122,221$1.14M0.17%––
State Street Corp153,021$1.43M0.00%––
Geode Capital Management, LLC162,311$1.52M0.00%––
Renaissance Technologies LLC257,126$2.40M0.00%––
Dimensional Fund Advisors LP269,767$2.52M0.00%––
Bridgeway Capital Management, LLC300,420$2.81M0.05%––
Vanguard Group Inc420,802$3.94M0.00%––
BlackRock Inc.540,236$5.05M0.00%––
M3F, Inc.1,555,000$14.5M5.89%––
Soltis Investment Advisors LLC2,591,892$24.2M4.42%––