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