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