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, Q3 2024
Institutional positions in Security National Financial Corp as of Sep 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
- 52
- −4 vs. Q2 2024
- Shares held
- 9.97M
- +564.0K (+6.0%) vs. Q2 2024
- Total value
- $91.8M
- +$16.7M (+22.2%) vs. Q2 2024
- New holders
- 8
- 32 more added
- Sold out
- 12
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,820,948 | $26.0M | 2.54% | +29,120+1.0% | Added |
| M3F, Inc. | 2,050,000 | $18.9M | 5.81% | +289,032+16.4% | Added |
| LHM, Inc. | 863,659 | $7.95M | 2.50% | +41,126+5.0% | Added |
| Vanguard Group Inc | 707,574 | $6.51M | 0.00% | +52,413+8.0% | Added |
| Dimensional Fund Advisors LP | 634,857 | $5.84M | 0.00% | +84,048+15.3% | Added |
| Ameriprise Financial Inc | 447,398 | $4.12M | 0.00% | +35,058+8.5% | Added |
| Bridgeway Capital Management, LLC | 341,152 | $3.14M | 0.07% | +12,954+3.9% | Added |
| Renaissance Technologies LLC | 320,706 | $2.95M | 0.00% | +29,153+10.0% | Added |
| RBF Capital, LLC | 296,531 | $2.73M | 0.14% | +16,406+5.9% | Added |
| BlackRock, Inc. | 159,811 | $1.47M | 0.00% | +159,811 | New |
| Geode Capital Management, LLC | 132,414 | $1.22M | 0.00% | +1,080+0.8% | Added |
| TownSquare Capital, LLC | 116,291 | $1.07M | 0.01% | +5,538+5.0% | Added |
| Arrowstreet Capital, Limited Partnership | 85,791 | $789.3K | 0.00% | +85,791 | New |
| Millennium Management LLC | 81,769 | $752.3K | 0.00% | −35,281−30.1% | Reduced |
| Janney Montgomery Scott LLC | 72,025 | $663.0K | 0.00% | +5,073+7.6% | Added |
| Verdad Advisers, LP | 71,941 | $661.9K | 0.88% | +2,445+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 65,680 | $639.7K | 0.01% | +28,117+74.9% | Added |
| EP Wealth Advisors, LLC | 60,825 | $559.6K | 0.00% | +2,896+5.0% | Added |
| State Street Corp | 51,163 | $470.7K | 0.00% | +2,434+5.0% | Added |
| Empowered Funds, LLC | 49,961 | $459.6K | 0.01% | +4,802+10.6% | Added |
| Northern Trust Corp | 43,114 | $396.6K | 0.00% | −69,532−61.7% | Reduced |
| Barclays PLC | 42,486 | $390.9K | 0.00% | +9,404+28.4% | Added |
| Qube Research & Technologies Ltd | 42,187 | $388.1K | 0.00% | +15,335+57.1% | Added |
| Citadel Advisors LLC | 41,158 | $378.7K | 0.00% | −26,127−38.8% | Reduced |
| Jane Street Group, LLC | 40,931 | $376.6K | 0.00% | +9,076+28.5% | Added |
| Goldman Sachs Group Inc | 37,358 | $343.7K | 0.00% | −2,557−6.4% | Reduced |
| UMA Financial Services, Inc. | 32,296 | $309.7K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 32,287 | $297.0K | 0.00% | −7,404−18.7% | Reduced |
| HSBC Holdings PLC | 30,723 | $283.0K | 0.00% | +5,025+19.6% | Added |
| Ritholtz Wealth Management | 25,647 | $236.0K | 0.01% | +11,160+77.0% | Added |
| Marshall Wace, LLP | 25,158 | $231.5K | 0.00% | +11,847+89.0% | Added |
| UniSuper Management Pty Ltd | 23,940 | $220.2K | 0.00% | +23,940 | New |
| Susquehanna International Group, LLP | 22,376 | $205.9K | 0.00% | +22,376 | New |
| Citigroup Inc | 18,909 | $174.0K | 0.00% | +10,286+119.3% | Added |
| Lunt Capital Management, Inc. | 15,862 | $145.9K | 0.07% | +755+5.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,213 | $130.8K | 0.02% | +1,322+10.3% | Added |
| Bank of America Corp | 13,065 | $120.2K | 0.00% | +785+6.4% | Added |
| Jefferies Financial Group Inc. | 11,800 | $108.6K | 0.00% | +11,800 | New |
| Royal Bank of Canada | 11,025 | $101.0K | 0.00% | +523+5.0% | Added |
| JPMorgan Chase & Co | 6,368 | $58.6K | 0.00% | +6,009+1,673.8% | Added |
| Aster Capital Management (DIFC) Ltd | 5,970 | $54.9K | 0.01% | +5,970 | New |
| BNP Paribas Arbitrage, SA | 2,488 | $22.9K | 0.00% | −6,333−71.8% | Reduced |
| Cubist Systematic Strategies, LLC | 2,375 | $21.9K | 0.00% | +1,907+407.5% | Added |
| Federated Hermes, Inc. | 680 | $6.26K | 0.00% | −26−3.7% | Reduced |
| FMR LLC | 492 | $4.53K | 0.00% | +38+8.4% | Added |
| Tower Research Capital LLC (TRC) | 434 | $3.99K | 0.00% | −5,330−92.5% | Reduced |
| Comerica Bank | 274 | $2.52K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 218 | $2.01K | 0.00% | +10+4.8% | Added |
| UBS Group AG | 86 | $791 | 0.00% | −1,292−93.8% | Reduced |
| Point72 (DIFC) Ltd | 75 | $690 | 0.00% | +75 | New |
| Russell Investments Group, Ltd. | 60 | $552 | 0.00% | +60 | New |
| Rhumbline Advisers | 0 | $32 | 0.00% | −591−100.0% | Reduced |
| Carlson Capital L P | 0 | $0 | 0.00% | −213,000−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −63,645−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |