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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 0 | $32 | 0.00% | −591−100.0% | Reduced |
| Russell Investments Group, Ltd. | 60 | $552 | 0.00% | +60 | New |
| Point72 (DIFC) Ltd | 75 | $690 | 0.00% | +75 | New |
| UBS Group AG | 86 | $791 | 0.00% | −1,292−93.8% | Reduced |
| Wells Fargo & Company | 218 | $2.01K | 0.00% | +10+4.8% | Added |
| Comerica Bank | 274 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 434 | $3.99K | 0.00% | −5,330−92.5% | Reduced |
| FMR LLC | 492 | $4.53K | 0.00% | +38+8.4% | Added |
| Federated Hermes, Inc. | 680 | $6.26K | 0.00% | −26−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 2,375 | $21.9K | 0.00% | +1,907+407.5% | Added |
| BNP Paribas Arbitrage, SA | 2,488 | $22.9K | 0.00% | −6,333−71.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,970 | $54.9K | 0.01% | +5,970 | New |
| JPMorgan Chase & Co | 6,368 | $58.6K | 0.00% | +6,009+1,673.8% | Added |
| Royal Bank of Canada | 11,025 | $101.0K | 0.00% | +523+5.0% | Added |
| Jefferies Financial Group Inc. | 11,800 | $108.6K | 0.00% | +11,800 | New |
| Bank of America Corp | 13,065 | $120.2K | 0.00% | +785+6.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,213 | $130.8K | 0.02% | +1,322+10.3% | Added |
| Lunt Capital Management, Inc. | 15,862 | $145.9K | 0.07% | +755+5.0% | Added |
| Citigroup Inc | 18,909 | $174.0K | 0.00% | +10,286+119.3% | Added |
| Susquehanna International Group, LLP | 22,376 | $205.9K | 0.00% | +22,376 | New |
| UniSuper Management Pty Ltd | 23,940 | $220.2K | 0.00% | +23,940 | New |
| Marshall Wace, LLP | 25,158 | $231.5K | 0.00% | +11,847+89.0% | Added |
| Ritholtz Wealth Management | 25,647 | $236.0K | 0.01% | +11,160+77.0% | Added |
| HSBC Holdings PLC | 30,723 | $283.0K | 0.00% | +5,025+19.6% | Added |
| Morgan Stanley | 32,287 | $297.0K | 0.00% | −7,404−18.7% | Reduced |
| UMA Financial Services, Inc. | 32,296 | $309.7K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 37,358 | $343.7K | 0.00% | −2,557−6.4% | Reduced |
| Jane Street Group, LLC | 40,931 | $376.6K | 0.00% | +9,076+28.5% | Added |
| Citadel Advisors LLC | 41,158 | $378.7K | 0.00% | −26,127−38.8% | Reduced |
| Qube Research & Technologies Ltd | 42,187 | $388.1K | 0.00% | +15,335+57.1% | Added |
| Barclays PLC | 42,486 | $390.9K | 0.00% | +9,404+28.4% | Added |
| Northern Trust Corp | 43,114 | $396.6K | 0.00% | −69,532−61.7% | Reduced |
| Empowered Funds, LLC | 49,961 | $459.6K | 0.01% | +4,802+10.6% | Added |
| State Street Corp | 51,163 | $470.7K | 0.00% | +2,434+5.0% | Added |
| EP Wealth Advisors, LLC | 60,825 | $559.6K | 0.00% | +2,896+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 65,680 | $639.7K | 0.01% | +28,117+74.9% | Added |
| Verdad Advisers, LP | 71,941 | $661.9K | 0.88% | +2,445+3.5% | Added |
| Janney Montgomery Scott LLC | 72,025 | $663.0K | 0.00% | +5,073+7.6% | Added |
| Millennium Management LLC | 81,769 | $752.3K | 0.00% | −35,281−30.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 85,791 | $789.3K | 0.00% | +85,791 | New |
| TownSquare Capital, LLC | 116,291 | $1.07M | 0.01% | +5,538+5.0% | Added |
| Geode Capital Management, LLC | 132,414 | $1.22M | 0.00% | +1,080+0.8% | Added |
| BlackRock, Inc. | 159,811 | $1.47M | 0.00% | +159,811 | New |
| RBF Capital, LLC | 296,531 | $2.73M | 0.14% | +16,406+5.9% | Added |
| Renaissance Technologies LLC | 320,706 | $2.95M | 0.00% | +29,153+10.0% | Added |
| Bridgeway Capital Management, LLC | 341,152 | $3.14M | 0.07% | +12,954+3.9% | Added |
| Ameriprise Financial Inc | 447,398 | $4.12M | 0.00% | +35,058+8.5% | Added |
| Dimensional Fund Advisors LP | 634,857 | $5.84M | 0.00% | +84,048+15.3% | Added |
| Vanguard Group Inc | 707,574 | $6.51M | 0.00% | +52,413+8.0% | Added |
| LHM, Inc. | 863,659 | $7.95M | 2.50% | +41,126+5.0% | Added |
| M3F, Inc. | 2,050,000 | $18.9M | 5.81% | +289,032+16.4% | Added |
| Soltis Investment Advisors LLC | 2,820,948 | $26.0M | 2.54% | +29,120+1.0% | Added |
| 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 |