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, Q2 2024
Institutional positions in Security National Financial Corp as of Jun 30, 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
- 57
- +3 vs. Q1 2024
- Shares held
- 9.58M
- −182.0K (−1.9%) vs. Q1 2024
- Total value
- $76.5M
- −$669.2K (−0.9%) vs. Q1 2024
- New holders
- 18
- 11 more added
- Sold out
- 15
- 24 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,791,828 | $22.3M | 2.36% | −125,342−4.3% | Reduced |
| M3F, Inc. | 1,760,968 | $14.1M | 5.21% | −92,836−5.0% | Reduced |
| LHM, Inc. | 822,533 | $6.57M | 2.77% | 00.0% | Unchanged |
| Vanguard Group Inc | 655,161 | $5.23M | 0.00% | +45,586+7.5% | Added |
| Dimensional Fund Advisors LP | 550,809 | $4.40M | 0.00% | +51,539+10.3% | Added |
| Ameriprise Financial Inc | 412,340 | $3.29M | 0.00% | +412,340 | New |
| Bridgeway Capital Management, LLC | 328,198 | $2.62M | 0.06% | −16,660−4.8% | Reduced |
| Renaissance Technologies LLC | 291,553 | $2.33M | 0.00% | +88,850+43.8% | Added |
| RBF Capital, LLC | 280,125 | $2.24M | 0.13% | +280,125 | New |
| Carlson Capital L P | 213,000 | $1.70M | 0.27% | −7,048−3.2% | Reduced |
| BlackRock Inc. | 168,793 | $1.35M | 0.00% | −625,644−78.8% | Reduced |
| Geode Capital Management, LLC | 131,334 | $1.05M | 0.00% | −145,569−52.6% | Reduced |
| Millennium Management LLC | 117,050 | $935.2K | 0.00% | +100,198+594.6% | Added |
| Northern Trust Corp | 112,646 | $900.0K | 0.00% | −6,628−5.6% | Reduced |
| TownSquare Capital, LLC | 110,753 | $884.9K | 0.01% | 00.0% | Unchanged |
| Verdad Advisers, LP | 69,496 | $555.3K | 0.64% | −14,904−17.7% | Reduced |
| Citadel Advisors LLC | 67,285 | $537.6K | 0.00% | +37,738+127.7% | Added |
| Janney Montgomery Scott LLC | 66,952 | $535.0K | 0.00% | +2,154+3.3% | Added |
| Diversify Wealth Management, LLC | 63,645 | $487.5K | 0.06% | +63,645 | New |
| EP Wealth Advisors, LLC | 57,929 | $462.9K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 48,729 | $389.3K | 0.00% | −89,499−64.7% | Reduced |
| Empowered Funds, LLC | 45,159 | $360.8K | 0.01% | +3,240+7.7% | Added |
| Goldman Sachs Group Inc | 39,915 | $318.9K | 0.00% | +13,158+49.2% | Added |
| Morgan Stanley | 39,691 | $317.1K | 0.00% | −5,412−12.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,563 | $300.1K | 0.00% | −12,316−24.7% | Reduced |
| Barclays PLC | 33,082 | $264.3K | 0.00% | −4,576−12.2% | Reduced |
| Jane Street Group, LLC | 31,855 | $254.5K | 0.00% | +31,855 | New |
| UMA Financial Services, Inc. | 32,296 | $250.6K | 0.05% | +1,538+5.0% | Added |
| Qube Research & Technologies Ltd | 26,852 | $214.5K | 0.00% | +26,852 | New |
| HSBC Holdings PLC | 25,698 | $198.4K | 0.00% | +25,698 | New |
| Los Angeles Capital Management LLC | 16,376 | $130.8K | 0.00% | −12,864−44.0% | Reduced |
| Lunt Capital Management, Inc. | 15,107 | $120.7K | 0.06% | +15,107 | New |
| Ritholtz Wealth Management | 14,487 | $115.8K | 0.00% | −2,402−14.2% | Reduced |
| Marshall Wace, LLP | 13,311 | $106.4K | 0.00% | +13,311 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,891 | $103.0K | 0.02% | +12,891 | New |
| Bank of America Corp | 12,280 | $98.1K | 0.00% | −4,164−25.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,477 | $91.7K | 0.01% | +11,477 | New |
| Royal Bank of Canada | 10,502 | $84.0K | 0.00% | −280−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,821 | $70.5K | 0.00% | −1,874−17.5% | Reduced |
| Citigroup Inc | 8,623 | $68.9K | 0.00% | +5,872+213.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $52.0K | 0.00% | +6,508 | New |
| Tower Research Capital LLC (TRC) | 5,764 | $46.1K | 0.00% | +4,683+433.2% | Added |
| Innealta Capital, LLC | 2,722 | $21.7K | 0.01% | +2,722 | New |
| Allspring Global Investments Holdings, LLC | 1,818 | $14.5K | 0.00% | +1,818 | New |
| UBS Group AG | 1,378 | $11.0K | 0.00% | −11,280−89.1% | Reduced |
| Federated Hermes, Inc. | 706 | $5.64K | 0.00% | −631−47.2% | Reduced |
| Macquarie Group Ltd | 636 | $4.84K | 0.00% | +636 | New |
| Rhumbline Advisers | 591 | $4.75K | 0.00% | −12,499−95.5% | Reduced |
| Cubist Systematic Strategies, LLC | 468 | $3.74K | 0.00% | +468 | New |
| FMR LLC | 454 | $3.63K | 0.00% | −41−8.3% | Reduced |
| JPMorgan Chase & Co | 359 | $2.87K | 0.00% | −26,458−98.7% | Reduced |
| Comerica Bank | 274 | $2.19K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 208 | $1.66K | 0.00% | −4,457−95.5% | Reduced |
| CWM, LLC | 96 | $1.00K | 0.00% | +96 | New |
| New York State Common Retirement Fund | 106 | $847 | 0.00% | −4,727−97.8% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | +43 | New |
| Covestor Ltd | 61 | $0 | 0.00% | +61 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −44,016−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −35,841−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −35,601−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −22,412−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −20,370−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −15,036−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,218−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| FirstPurpose Wealth LLC | – | – | – | – | Not filed |