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, Q1 2024
Institutional positions in Security National Financial Corp as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 9.82M
- +318.7K (+3.4%) vs. Q4 2023
- Total value
- $77.6M
- −$7.91M (−9.3%) vs. Q4 2023
- New holders
- 5
- 21 more added
- Sold out
- 5
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,917,170 | $23.1M | 2.58% | −16,025−0.5% | Reduced |
| M3F, Inc. | 1,853,804 | $14.7M | 5.19% | +53,493+3.0% | Added |
| LHM, Inc. | 822,533 | $6.51M | 4.60% | 00.0% | Unchanged |
| BlackRock Inc. | 794,437 | $6.28M | 0.00% | −28,006−3.4% | Reduced |
| Vanguard Group Inc | 609,575 | $4.82M | 0.00% | +7,219+1.2% | Added |
| Dimensional Fund Advisors LP | 499,270 | $3.95M | 0.00% | +18,379+3.8% | Added |
| Bridgeway Capital Management, LLC | 344,858 | $2.73M | 0.06% | +3,150+0.9% | Added |
| Geode Capital Management, LLC | 276,903 | $2.19M | 0.00% | +23,900+9.4% | Added |
| Carlson Capital L P | 220,048 | $1.74M | 0.14% | +8,747+4.1% | Added |
| Renaissance Technologies LLC | 202,703 | $1.60M | 0.00% | −2,700−1.3% | Reduced |
| State Street Corp | 138,228 | $1.09M | 0.00% | −6,600−4.6% | Reduced |
| Northern Trust Corp | 119,274 | $943.5K | 0.00% | +213+0.2% | Added |
| TownSquare Capital, LLC | 110,753 | $876.1K | 0.01% | +110,753 | New |
| Verdad Advisers, LP | 84,400 | $667.6K | 0.73% | +57,535+214.2% | Added |
| Janney Montgomery Scott LLC | 64,798 | $513.0K | 0.00% | +5,492+9.3% | Added |
| EP Wealth Advisors, LLC | 57,929 | $458.2K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 49,879 | $394.5K | 0.00% | +18,393+58.4% | Added |
| FirstPurpose Wealth LLC | 55,000 | $384.4K | 0.14% | +55,000 | New |
| Morgan Stanley | 45,103 | $356.8K | 0.00% | −6,938−13.3% | Reduced |
| Invesco Ltd. | 44,016 | $348.2K | 0.00% | +8,011+22.2% | Added |
| Empowered Funds, LLC | 41,919 | $331.6K | 0.01% | +3,150+8.1% | Added |
| Barclays PLC | 37,658 | $297.9K | 0.00% | −8,473−18.4% | Reduced |
| Bank of New York Mellon Corp | 35,841 | $283.5K | 0.00% | −4,694−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 35,601 | $281.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,547 | $233.7K | 0.00% | +14,902+101.8% | Added |
| Los Angeles Capital Management LLC | 29,240 | $231.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 26,817 | $212.1K | 0.00% | +10,844+67.9% | Added |
| Goldman Sachs Group Inc | 26,757 | $211.6K | 0.00% | −2,034−7.1% | Reduced |
| UMA Financial Services, Inc. | 30,758 | $203.6K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 22,412 | $177.3K | 0.00% | +12,143+118.2% | Added |
| Hillsdale Investment Management Inc. | 22,300 | $176.4K | 0.01% | +7,000+45.8% | Added |
| Acuitas Investments, LLC | 20,370 | $161.1K | 0.08% | +20,370 | New |
| Ritholtz Wealth Management | 16,889 | $133.6K | 0.00% | +2,267+15.5% | Added |
| Millennium Management LLC | 16,852 | $133.3K | 0.00% | −11,269−40.1% | Reduced |
| Bank of America Corp | 16,444 | $130.1K | 0.00% | −6,002−26.7% | Reduced |
| Nuveen Asset Management, LLC | 15,036 | $118.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,090 | $103.6K | 0.00% | −96−0.7% | Reduced |
| UBS Group AG | 12,658 | $100.1K | 0.00% | −1,297−9.3% | Reduced |
| Royal Bank of Canada | 10,782 | $85.0K | 0.00% | −3,789−26.0% | Reduced |
| BNP Paribas Arbitrage, SA | 10,695 | $84.6K | 0.00% | +6,759+171.7% | Added |
| American International Group, Inc. | 6,218 | $49.2K | 0.00% | −55−0.9% | Reduced |
| Acadian Asset Management LLC | 5,417 | $42.0K | 0.00% | −1,678−23.7% | Reduced |
| New York State Common Retirement Fund | 4,833 | $38.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,665 | $36.9K | 0.00% | +578+14.1% | Added |
| Advisor Group Holdings, Inc. | 3,065 | $24.2K | 0.00% | +3,065 | New |
| Citigroup Inc | 2,751 | $21.8K | 0.00% | +935+51.5% | Added |
| Federated Hermes, Inc. | 1,337 | $10.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,269 | $10.0K | 0.00% | −808−38.9% | Reduced |
| Legal & General Group Plc | 1,095 | $8.66K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,081 | $8.55K | 0.00% | −79−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,031 | $8.15K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 495 | $3.92K | 0.00% | +77+18.4% | Added |
| Amalgamated Bank | 421 | $3.00K | 0.00% | −669−61.4% | Reduced |
| Comerica Bank | 274 | $2.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $7 | 0.00% | +1 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,310−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |