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