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 2023
Institutional positions in Security National Financial Corp as of Mar 31, 2023. 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
- 29
- +1 vs. Q4 2022
- Shares held
- 7.10M
- −62.0K (−0.9%) vs. Q4 2022
- Total value
- $44.2M
- −$8.04M (−15.4%) vs. Q4 2022
- New holders
- 3
- 11 more added
- Sold out
- 2
- 9 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,942,468 | $18.3M | 2.33% | −71,166−2.4% | Reduced |
| M3F, Inc. | 1,863,234 | $11.6M | 3.81% | +6810.0% | Added |
| Vanguard Group Inc | 521,927 | $3.25M | 0.00% | +300+0.1% | Added |
| Dimensional Fund Advisors LP | 363,295 | $2.26M | 0.00% | +20,314+5.9% | Added |
| Bridgeway Capital Management, LLC | 318,381 | $1.98M | 0.05% | −1,615−0.5% | Reduced |
| Carlson Capital L P | 310,000 | $1.93M | 0.18% | +32,023+11.5% | Added |
| Renaissance Technologies LLC | 203,699 | $1.27M | 0.00% | +700+0.3% | Added |
| Geode Capital Management, LLC | 122,600 | $761.3K | 0.00% | +10.0% | Added |
| BlackRock Inc. | 114,730 | $714.8K | 0.00% | +2,013+1.8% | Added |
| State Street Corp | 45,300 | $281.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33,124 | $230.9K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 33,352 | $207.1K | 0.00% | +21,856+190.1% | Added |
| Northern Trust Corp | 30,559 | $190.4K | 0.00% | −2,109−6.5% | Reduced |
| Susquehanna International Group, LLP | 30,458 | $189.1K | 0.00% | +4,458+17.1% | Added |
| Barclays PLC | 27,425 | $170.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 26,948 | $167.9K | 0.00% | −110.0% | Reduced |
| Morgan Stanley | 26,124 | $162.8K | 0.00% | −1,087−4.0% | Reduced |
| Farther Finance Advisors, LLC | 20,561 | $127.7K | 0.04% | −27,136−56.9% | Reduced |
| Acuitas Investments, LLC | 19,400 | $120.9K | 0.12% | +19,400 | New |
| Jane Street Group, LLC | 12,274 | $76.5K | 0.00% | +12,274 | New |
| Verdad Advisers, LP | 11,678 | $72.8K | 0.15% | −68,322−85.4% | Reduced |
| Freestone Capital Holdings, LLC | 10,000 | $62.1K | 0.00% | +10,000 | New |
| Bank of America Corp | 6,287 | $39.2K | 0.00% | −12−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,629 | $16.0K | 0.00% | +818+45.2% | Added |
| JPMorgan Chase & Co | 1,839 | $11.0K | 0.00% | −400−17.9% | Reduced |
| Wells Fargo & Company | 1,078 | $6.72K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 145 | $1.00K | 0.00% | +19+15.1% | Added |
| BNP Paribas Arbitrage, SA | 139 | $863 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −13,390−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |