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, Q3 2021
Institutional positions in Security National Financial Corp as of Sep 30, 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
- 33
- −4 vs. Q2 2021
- Shares held
- 6.92M
- +406.7K (+6.2%) vs. Q2 2021
- Total value
- $56.9M
- −$36.3K (−0.1%) vs. Q2 2021
- New holders
- 2
- 18 more added
- Sold out
- 6
- 12 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $90.6M |
| Q1 2026 | 80 | $89.6M |
| Q4 2025 | 72 | $83.7M |
| Q3 2025 | 69 | $98.4M |
| Q2 2025 | 63 | $106.6M |
| Q1 2025 | 61 | $121.8M |
| Q4 2024 | 59 | $120.5M |
| Q3 2024 | 52 | $91.8M |
| Q2 2024 | 57 | $76.5M |
| Q1 2024 | 55 | $77.6M |
| Q4 2023 | 55 | $85.5M |
| Q3 2023 | 43 | $42.4M |
| Q2 2023 | 38 | $70.6M |
| Q1 2023 | 29 | $44.2M |
| Q4 2022 | 28 | $52.3M |
| Q3 2022 | 28 | $45.4M |
| Q2 2022 | 28 | $59.7M |
| Q1 2022 | 26 | $68.3M |
| Q4 2021 | 28 | $62.6M |
| Q3 2021 | 33 | $56.9M |
| Q2 2021 | 37 | $57.0M |
| Q1 2021 | 45 | $66.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,839,926 | $23.4M | 3.62% | +201,830+7.7% | Added |
| M3F, Inc. | 1,740,527 | $14.3M | 4.69% | +82,882+5.0% | Added |
| Vanguard Group Inc | 429,076 | $3.53M | 0.00% | +39,258+10.1% | Added |
| Bridgeway Capital Management, LLC | 324,758 | $2.67M | 0.05% | +39,338+13.8% | Added |
| Renaissance Technologies LLC | 318,020 | $2.62M | 0.00% | −9,390−2.9% | Reduced |
| Dimensional Fund Advisors LP | 309,594 | $2.55M | 0.00% | +17,921+6.1% | Added |
| Carlson Capital L P | 220,000 | $1.81M | 0.10% | −5,000−2.2% | Reduced |
| Geode Capital Management, LLC | 139,488 | $1.15M | 0.00% | +30,724+28.2% | Added |
| Verdad Advisers, LP | 124,889 | $1.03M | 0.74% | +124,889 | New |
| BlackRock Inc. | 112,207 | $923.0K | 0.00% | +18,975+20.4% | Added |
| Synovus Financial Corp | 47,607 | $392.0K | 0.00% | +2,267+5.0% | Added |
| Ergoteles LLC | 44,520 | $366.0K | 0.01% | +3,220+7.8% | Added |
| State Street Corp | 38,851 | $320.0K | 0.00% | +11,943+44.4% | Added |
| Jacobs Levy Equity Management, Inc | 36,651 | $302.0K | 0.00% | +1,745+5.0% | Added |
| Morgan Stanley | 34,552 | $284.0K | 0.00% | +19,553+130.4% | Added |
| Northern Trust Corp | 30,589 | $252.0K | 0.00% | −3,350−9.9% | Reduced |
| Barclays PLC | 28,957 | $239.0K | 0.00% | +1,530+5.6% | Added |
| Goldman Sachs Group Inc | 26,645 | $219.0K | 0.00% | +1,227+4.8% | Added |
| O'Shaughnessy Asset Management, LLC | 19,542 | $161.0K | 0.00% | −4,843−19.9% | Reduced |
| Bank of America Corp | 18,211 | $150.0K | 0.00% | −206−1.1% | Reduced |
| HRT Financial LP | 13,475 | $110.0K | 0.00% | −7,754−36.5% | Reduced |
| Russell Investments Group, Ltd. | 12,753 | $104.0K | 0.00% | −4,593−26.5% | Reduced |
| Optiver Holding B.V. | 2,936 | $24.0K | 0.00% | +139+5.0% | Added |
| UBS Group AG | 2,063 | $17.0K | 0.00% | +252+13.9% | Added |
| Advisor Group Holdings, Inc. | 1,443 | $12.0K | 0.00% | +69+5.0% | Added |
| BNP Paribas Arbitrage, SA | 438 | $3.60K | 0.00% | −1,839−80.8% | Reduced |
| Royal Bank of Canada | 219 | $2.00K | 0.00% | −379−63.4% | Reduced |
| Wells Fargo & Company | 71 | $1.00K | 0.00% | −19−21.1% | Reduced |
| JPMorgan Chase & Co | 111 | $0 | 0.00% | −1,755−94.1% | Reduced |
| New York State Common Retirement Fund | 1 | $0 | 0.00% | −77−98.7% | Reduced |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 25 | $0 | 0.00% | +1+4.2% | Added |
| Deutsche Bank AG | 16 | $0 | 0.00% | +16 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −89,299−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −25,436−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −20,974−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,316−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |