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, Q2 2023
Institutional positions in Security National Financial Corp as of Jun 30, 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
- 38
- +9 vs. Q1 2023
- Shares held
- 7.96M
- +862.2K (+12.1%) vs. Q1 2023
- Total value
- $70.6M
- +$26.4M (+59.6%) vs. Q1 2023
- New holders
- 16
- 17 more added
- Sold out
- 7
- 4 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 3,006,872 | $26.7M | 3.10% | +64,404+2.2% | Added |
| M3F, Inc. | 1,705,894 | $15.1M | 4.76% | −157,340−8.4% | Reduced |
| BlackRock Inc. | 617,984 | $5.48M | 0.00% | +503,254+438.6% | Added |
| Vanguard Group Inc | 568,592 | $5.04M | 0.00% | +46,665+8.9% | Added |
| Dimensional Fund Advisors LP | 387,810 | $3.44M | 0.00% | +24,515+6.7% | Added |
| Bridgeway Capital Management, LLC | 319,435 | $2.83M | 0.07% | +1,054+0.3% | Added |
| Carlson Capital L P | 270,000 | $2.39M | 0.21% | −40,000−12.9% | Reduced |
| Geode Capital Management, LLC | 235,105 | $2.09M | 0.00% | +112,505+91.8% | Added |
| Renaissance Technologies LLC | 196,659 | $1.74M | 0.00% | −7,040−3.5% | Reduced |
| State Street Corp | 140,136 | $1.24M | 0.00% | +94,836+209.4% | Added |
| Northern Trust Corp | 111,586 | $989.8K | 0.00% | +81,027+265.1% | Added |
| Bank of New York Mellon Corp | 38,066 | $337.6K | 0.00% | +38,066 | New |
| Goldman Sachs Group Inc | 36,647 | $325.1K | 0.00% | +9,699+36.0% | Added |
| Charles Schwab Investment Management Inc | 33,905 | $300.7K | 0.00% | +33,905 | New |
| Morgan Stanley | 33,873 | $300.5K | 0.00% | +7,749+29.7% | Added |
| UMA Financial Services, Inc. | 33,124 | $295.8K | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 30,923 | $274.3K | 0.01% | +30,923 | New |
| EA Series Trust | 30,923 | $274.3K | 0.01% | +30,923 | New |
| Barclays PLC | 29,818 | $264.5K | 0.00% | +2,393+8.7% | Added |
| Bank of America Corp | 26,420 | $234.3K | 0.00% | +20,133+320.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,508 | $137.6K | 0.00% | +15,508 | New |
| Nuveen Asset Management, LLC | 14,320 | $121.0K | 0.00% | +14,320 | New |
| Rhumbline Advisers | 11,975 | $106.2K | 0.00% | +11,975 | New |
| Royal Bank of Canada | 11,958 | $106.0K | 0.00% | +11,813+8,146.9% | Added |
| New York State Common Retirement Fund | 11,400 | $101.1K | 0.00% | +11,400 | New |
| JPMorgan Chase & Co | 10,130 | $89.9K | 0.00% | +8,291+450.8% | Added |
| UBS Group AG | 6,944 | $61.6K | 0.00% | +6,944 | New |
| American International Group, Inc. | 5,726 | $50.8K | 0.00% | +5,726 | New |
| Wells Fargo & Company | 4,727 | $41.9K | 0.00% | +3,649+338.5% | Added |
| BNP Paribas Arbitrage, SA | 4,255 | $37.7K | 0.00% | +4,116+2,961.2% | Added |
| California State Teachers Retirement System | 3,957 | $35.1K | 0.00% | +3,957 | New |
| Citigroup Inc | 3,544 | $31.4K | 0.00% | +3,542+177,100.0% | Added |
| Amalgamated Bank | 1,157 | $10.0K | 0.00% | +1,157 | New |
| Legal & General Group Plc | 1,043 | $9.25K | 0.00% | +1,043 | New |
| Ameritas Investment Partners, Inc. | 982 | $8.71K | 0.00% | +982 | New |
| Tower Research Capital LLC (TRC) | 311 | $2.76K | 0.00% | −2,318−88.2% | Reduced |
| Federated Hermes, Inc. | 160 | $1.42K | 0.00% | +160 | New |
| FMR LLC | 5 | $44 | 0.00% | +5 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −33,352−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,458−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −20,561−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,274−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |