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, Q4 2023
Institutional positions in Security National Financial Corp as of Dec 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
- 55
- +12 vs. Q3 2023
- Shares held
- 9.50M
- +4.08M (+75.5%) vs. Q3 2023
- Total value
- $85.5M
- +$43.0M (+101.4%) vs. Q3 2023
- New holders
- 14
- 21 more added
- Sold out
- 2
- 12 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,933,195 | $26.4M | 2.98% | +2,933,195 | New |
| M3F, Inc. | 1,800,311 | $16.2M | 5.14% | −2,193−0.1% | Reduced |
| LHM, Inc. | 822,533 | $7.40M | 6.14% | +822,533 | New |
| BlackRock Inc. | 822,443 | $7.40M | 0.00% | +98,958+13.7% | Added |
| Vanguard Group Inc | 602,356 | $5.42M | 0.00% | +4,019+0.7% | Added |
| Dimensional Fund Advisors LP | 480,891 | $4.33M | 0.00% | +30,338+6.7% | Added |
| Bridgeway Capital Management, LLC | 341,708 | $3.08M | 0.07% | +3,456+1.0% | Added |
| Geode Capital Management, LLC | 253,003 | $2.28M | 0.00% | +6,142+2.5% | Added |
| Carlson Capital L P | 211,301 | $1.90M | 0.15% | −51,949−19.7% | Reduced |
| Renaissance Technologies LLC | 205,403 | $1.85M | 0.00% | −3,000−1.4% | Reduced |
| State Street Corp | 144,828 | $1.30M | 0.00% | −313−0.2% | Reduced |
| Northern Trust Corp | 119,061 | $1.07M | 0.00% | +1,099+0.9% | Added |
| Janney Montgomery Scott LLC | 59,306 | $534.0K | 0.00% | +8,992+17.9% | Added |
| EP Wealth Advisors, LLC | 57,929 | $521.4K | 0.01% | +57,929 | New |
| Morgan Stanley | 52,041 | $468.4K | 0.00% | +17,430+50.4% | Added |
| Barclays PLC | 46,131 | $415.2K | 0.00% | +14,947+47.9% | Added |
| Bank of New York Mellon Corp | 40,535 | $364.8K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 38,769 | $348.9K | 0.01% | +3,456+9.8% | Added |
| Invesco Ltd. | 36,005 | $324.0K | 0.00% | +36,005 | New |
| Charles Schwab Investment Management Inc | 35,601 | $320.4K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 31,486 | $283.4K | 0.00% | +79+0.3% | Added |
| Los Angeles Capital Management LLC | 29,240 | $263.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30,758 | $262.4K | 0.06% | −4,022−11.6% | Reduced |
| Goldman Sachs Group Inc | 28,791 | $259.1K | 0.00% | −772−2.6% | Reduced |
| Millennium Management LLC | 28,121 | $253.1K | 0.00% | +28,121 | New |
| Verdad Advisers, LP | 26,865 | $241.8K | 0.49% | +26,865 | New |
| Bank of America Corp | 22,446 | $202.0K | 0.00% | −4,015−15.2% | Reduced |
| Virtu Financial LLC | 16,310 | $147.0K | 0.01% | +16,310 | New |
| JPMorgan Chase & Co | 15,973 | $143.8K | 0.00% | +7,820+95.9% | Added |
| Hillsdale Investment Management Inc. | 15,300 | $137.7K | 0.01% | +15,300 | New |
| Nuveen Asset Management, LLC | 15,036 | $135.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,645 | $131.8K | 0.00% | +14,645 | New |
| Ritholtz Wealth Management | 14,622 | $131.6K | 0.01% | +442+3.1% | Added |
| Royal Bank of Canada | 14,571 | $131.0K | 0.00% | +1,756+13.7% | Added |
| UBS Group AG | 13,955 | $125.6K | 0.00% | +7,029+101.5% | Added |
| Rhumbline Advisers | 13,186 | $118.7K | 0.00% | +113+0.9% | Added |
| Jane Street Group, LLC | 10,461 | $94.1K | 0.00% | +10,461 | New |
| Panagora Asset Management Inc | 10,269 | $92.4K | 0.00% | +10,269 | New |
| Acadian Asset Management LLC | 7,095 | $63.0K | 0.00% | −5,194−42.3% | Reduced |
| American International Group, Inc. | 6,273 | $56.5K | 0.00% | +39+0.6% | Added |
| AJOVista, LLC | 5,564 | $50.1K | 0.06% | +5,564 | New |
| New York State Common Retirement Fund | 4,833 | $43.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,087 | $36.8K | 0.00% | +796+24.2% | Added |
| BNP Paribas Arbitrage, SA | 3,936 | $35.4K | 0.00% | −12,354−75.8% | Reduced |
| California State Teachers Retirement System | 2,077 | $18.7K | 0.00% | −679−24.6% | Reduced |
| Citigroup Inc | 1,816 | $16.3K | 0.00% | +1,806+18,060.0% | Added |
| Federated Hermes, Inc. | 1,337 | $12.0K | 0.00% | +361+37.0% | Added |
| Tower Research Capital LLC (TRC) | 1,160 | $10.4K | 0.00% | −407−26.0% | Reduced |
| Amalgamated Bank | 1,090 | $10.0K | 0.00% | −125−10.3% | Reduced |
| Legal & General Group Plc | 1,095 | $9.86K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,031 | $9.28K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 418 | $3.76K | 0.00% | +378+945.0% | Added |
| Comerica Bank | 274 | $2.47K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 101 | $909 | 0.00% | +101 | New |
| Farther Finance Advisors, LLC | 20 | $180 | 0.00% | +20 | New |
| Bailard, Inc. | 0 | $0 | 0.00% | −12,772−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |