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 |
|---|---|---|---|---|---|
| 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 |
| Wells Fargo & Company | 71 | $1.00K | 0.00% | −19−21.1% | Reduced |
| Royal Bank of Canada | 219 | $2.00K | 0.00% | −379−63.4% | Reduced |
| BNP Paribas Arbitrage, SA | 438 | $3.60K | 0.00% | −1,839−80.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,443 | $12.0K | 0.00% | +69+5.0% | Added |
| UBS Group AG | 2,063 | $17.0K | 0.00% | +252+13.9% | Added |
| Optiver Holding B.V. | 2,936 | $24.0K | 0.00% | +139+5.0% | Added |
| Russell Investments Group, Ltd. | 12,753 | $104.0K | 0.00% | −4,593−26.5% | Reduced |
| HRT Financial LP | 13,475 | $110.0K | 0.00% | −7,754−36.5% | Reduced |
| Bank of America Corp | 18,211 | $150.0K | 0.00% | −206−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,542 | $161.0K | 0.00% | −4,843−19.9% | Reduced |
| Goldman Sachs Group Inc | 26,645 | $219.0K | 0.00% | +1,227+4.8% | Added |
| Barclays PLC | 28,957 | $239.0K | 0.00% | +1,530+5.6% | Added |
| Northern Trust Corp | 30,589 | $252.0K | 0.00% | −3,350−9.9% | Reduced |
| Morgan Stanley | 34,552 | $284.0K | 0.00% | +19,553+130.4% | Added |
| Jacobs Levy Equity Management, Inc | 36,651 | $302.0K | 0.00% | +1,745+5.0% | Added |
| State Street Corp | 38,851 | $320.0K | 0.00% | +11,943+44.4% | Added |
| Ergoteles LLC | 44,520 | $366.0K | 0.01% | +3,220+7.8% | Added |
| Synovus Financial Corp | 47,607 | $392.0K | 0.00% | +2,267+5.0% | Added |
| BlackRock Inc. | 112,207 | $923.0K | 0.00% | +18,975+20.4% | Added |
| Verdad Advisers, LP | 124,889 | $1.03M | 0.74% | +124,889 | New |
| Geode Capital Management, LLC | 139,488 | $1.15M | 0.00% | +30,724+28.2% | Added |
| Carlson Capital L P | 220,000 | $1.81M | 0.10% | −5,000−2.2% | Reduced |
| Dimensional Fund Advisors LP | 309,594 | $2.55M | 0.00% | +17,921+6.1% | Added |
| Renaissance Technologies LLC | 318,020 | $2.62M | 0.00% | −9,390−2.9% | Reduced |
| Bridgeway Capital Management, LLC | 324,758 | $2.67M | 0.05% | +39,338+13.8% | Added |
| Vanguard Group Inc | 429,076 | $3.53M | 0.00% | +39,258+10.1% | Added |
| M3F, Inc. | 1,740,527 | $14.3M | 4.69% | +82,882+5.0% | Added |
| Soltis Investment Advisors LLC | 2,839,926 | $23.4M | 3.62% | +201,830+7.7% | Added |
| 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 |