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 2023
Institutional positions in Security National Financial Corp as of Sep 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
- 43
- +6 vs. Q2 2023
- Shares held
- 5.41M
- −2.52M (−31.7%) vs. Q2 2023
- Total value
- $42.4M
- −$27.9M (−39.7%) vs. Q2 2023
- New holders
- 7
- 28 more added
- Sold out
- 1
- 8 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M3F, Inc. | 1,802,504 | $14.1M | 4.72% | +96,610+5.7% | Added |
| BlackRock Inc. | 723,485 | $5.67M | 0.00% | +105,501+17.1% | Added |
| Vanguard Group Inc | 598,337 | $4.69M | 0.00% | +29,745+5.2% | Added |
| Dimensional Fund Advisors LP | 450,553 | $3.53M | 0.00% | +62,743+16.2% | Added |
| Bridgeway Capital Management, LLC | 338,252 | $2.65M | 0.06% | +18,817+5.9% | Added |
| Carlson Capital L P | 263,250 | $2.06M | 0.16% | −6,750−2.5% | Reduced |
| Geode Capital Management, LLC | 246,861 | $1.94M | 0.00% | +11,756+5.0% | Added |
| Renaissance Technologies LLC | 208,403 | $1.63M | 0.00% | +11,744+6.0% | Added |
| State Street Corp | 145,141 | $1.14M | 0.00% | +5,005+3.6% | Added |
| Northern Trust Corp | 117,962 | $924.8K | 0.00% | +6,376+5.7% | Added |
| Janney Montgomery Scott LLC | 50,314 | $394.0K | 0.00% | +50,314 | New |
| Bank of New York Mellon Corp | 40,535 | $317.8K | 0.00% | +2,469+6.5% | Added |
| Charles Schwab Investment Management Inc | 35,601 | $279.1K | 0.00% | +1,696+5.0% | Added |
| Empowered Funds, LLC | 35,313 | $276.9K | 0.01% | +4,390+14.2% | Added |
| UMA Financial Services, Inc. | 34,780 | $272.3K | 0.07% | +1,656+5.0% | Added |
| Morgan Stanley | 34,611 | $271.4K | 0.00% | +738+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 31,407 | $246.2K | 0.00% | +15,899+102.5% | Added |
| Barclays PLC | 31,184 | $244.5K | 0.00% | +1,366+4.6% | Added |
| Goldman Sachs Group Inc | 29,563 | $231.8K | 0.00% | −7,084−19.3% | Reduced |
| Los Angeles Capital Management LLC | 29,240 | $229.2K | 0.00% | +29,240 | New |
| Bank of America Corp | 26,461 | $207.5K | 0.00% | +41+0.2% | Added |
| BNP Paribas Arbitrage, SA | 16,290 | $127.7K | 0.00% | +12,035+282.8% | Added |
| Nuveen Asset Management, LLC | 15,036 | $117.9K | 0.00% | +716+5.0% | Added |
| Ritholtz Wealth Management | 14,180 | $111.2K | 0.00% | +14,180 | New |
| Rhumbline Advisers | 13,073 | $102.5K | 0.00% | +1,098+9.2% | Added |
| Bailard, Inc. | 12,772 | $100.1K | 0.00% | +12,772 | New |
| Royal Bank of Canada | 12,815 | $100.0K | 0.00% | +857+7.2% | Added |
| Acadian Asset Management LLC | 12,289 | $96.0K | 0.00% | +12,289 | New |
| JPMorgan Chase & Co | 8,153 | $63.9K | 0.00% | −1,977−19.5% | Reduced |
| UBS Group AG | 6,926 | $54.3K | 0.00% | −18−0.3% | Reduced |
| American International Group, Inc. | 6,234 | $48.9K | 0.00% | +508+8.9% | Added |
| New York State Common Retirement Fund | 4,833 | $37.9K | 0.00% | −6,567−57.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,368 | $34.2K | 0.00% | +4,368 | New |
| Wells Fargo & Company | 3,291 | $25.8K | 0.00% | −1,436−30.4% | Reduced |
| California State Teachers Retirement System | 2,756 | $21.6K | 0.00% | −1,201−30.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,567 | $12.3K | 0.00% | +1,256+403.9% | Added |
| Amalgamated Bank | 1,215 | $10.0K | 0.00% | +58+5.0% | Added |
| Legal & General Group Plc | 1,095 | $8.59K | 0.00% | +52+5.0% | Added |
| Ameritas Investment Partners, Inc. | 1,031 | $8.08K | 0.00% | +49+5.0% | Added |
| Federated Hermes, Inc. | 976 | $7.65K | 0.00% | +816+510.0% | Added |
| Comerica Bank | 274 | $2.15K | 0.00% | +274 | New |
| FMR LLC | 40 | $314 | 0.00% | +35+700.0% | Added |
| Citigroup Inc | 10 | $79 | 0.00% | −3,534−99.7% | Reduced |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −3,006,872−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |