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, Q4 2024
Institutional positions in Security National Financial Corp as of Dec 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
- 59
- +8 vs. Q3 2024
- Shares held
- 10.0M
- +113.9K (+1.2%) vs. Q3 2024
- Total value
- $120.5M
- +$29.3M (+32.2%) vs. Q3 2024
- New holders
- 10
- 26 more added
- Sold out
- 2
- 15 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,623,831 | $31.6M | 2.92% | −197,117−7.0% | Reduced |
| M3F, Inc. | 2,013,862 | $24.2M | 7.00% | −36,138−1.8% | Reduced |
| LHM, Inc. | 863,659 | $10.4M | 3.31% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 673,379 | $8.10M | 0.00% | +38,522+6.1% | Added |
| Vanguard Group Inc | 634,973 | $7.64M | 0.00% | −72,601−10.3% | Reduced |
| Ameriprise Financial Inc | 447,898 | $5.39M | 0.00% | +500+0.1% | Added |
| Bridgeway Capital Management, LLC | 335,850 | $4.04M | 0.09% | −5,302−1.6% | Reduced |
| RBF Capital, LLC | 294,928 | $3.55M | 0.18% | −1,603−0.5% | Reduced |
| Renaissance Technologies LLC | 285,606 | $3.44M | 0.01% | −35,100−10.9% | Reduced |
| Susquehanna International Group, LLP | 237,691 | $2.86M | 0.00% | +215,315+962.3% | Added |
| BlackRock, Inc. | 176,696 | $2.13M | 0.00% | +16,885+10.6% | Added |
| Geode Capital Management, LLC | 130,361 | $1.57M | 0.00% | −2,053−1.6% | Reduced |
| Millennium Management LLC | 121,907 | $1.47M | 0.00% | +40,138+49.1% | Added |
| O'Shaughnessy Asset Management, LLC | 93,682 | $1.13M | 0.01% | +28,002+42.6% | Added |
| Jane Street Group, LLC | 78,257 | $941.4K | 0.00% | +37,326+91.2% | Added |
| Arrowstreet Capital, Limited Partnership | 74,029 | $890.6K | 0.00% | −11,762−13.7% | Reduced |
| Qube Research & Technologies Ltd | 71,245 | $857.1K | 0.00% | +29,058+68.9% | Added |
| Janney Montgomery Scott LLC | 71,120 | $856.0K | 0.00% | −905−1.3% | Reduced |
| Goldman Sachs Group Inc | 68,776 | $827.4K | 0.00% | +31,418+84.1% | Added |
| EP Wealth Advisors, LLC | 60,825 | $731.7K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 52,402 | $630.4K | 0.01% | +2,441+4.9% | Added |
| State Street Corp | 49,026 | $589.8K | 0.00% | −2,137−4.2% | Reduced |
| Northern Trust Corp | 45,855 | $551.6K | 0.00% | +2,741+6.4% | Added |
| Barclays PLC | 43,881 | $527.9K | 0.00% | +1,395+3.3% | Added |
| TownSquare Capital, LLC | 41,291 | $496.7K | 0.01% | −75,000−64.5% | Reduced |
| Ritholtz Wealth Management | 40,734 | $490.0K | 0.01% | +15,087+58.8% | Added |
| Marshall Wace, LLP | 35,833 | $431.1K | 0.00% | +10,675+42.4% | Added |
| Morgan Stanley | 33,965 | $408.6K | 0.00% | +1,678+5.2% | Added |
| UMA Financial Services, Inc. | 30,753 | $370.0K | 0.06% | −1,543−4.8% | Reduced |
| HSBC Holdings PLC | 30,723 | $369.0K | 0.00% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 29,399 | $353.7K | 0.03% | +29,399 | New |
| Schonfeld Strategic Advisors LLC | 28,453 | $342.3K | 0.00% | +28,453 | New |
| Citigroup Inc | 23,053 | $277.3K | 0.00% | +4,144+21.9% | Added |
| Hillsdale Investment Management Inc. | 19,600 | $235.8K | 0.01% | +19,600 | New |
| Citadel Advisors LLC | 19,104 | $229.8K | 0.00% | −22,054−53.6% | Reduced |
| UBS Group AG | 17,602 | $211.8K | 0.00% | +17,516+20,367.4% | Added |
| Bank of America Corp | 17,226 | $207.2K | 0.00% | +4,161+31.8% | Added |
| Lunt Capital Management, Inc. | 15,862 | $190.8K | 0.07% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 15,213 | $183.0K | 0.05% | +1,000+7.0% | Added |
| Acadian Asset Management LLC | 14,411 | $173.0K | 0.00% | +14,411 | New |
| Jefferies Financial Group Inc. | 13,614 | $163.8K | 0.00% | +1,814+15.4% | Added |
| Royal Bank of Canada | 11,025 | $133.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,217 | $86.8K | 0.00% | +4,842+203.9% | Added |
| Farther Finance Advisors, LLC | 6,078 | $73.1K | 0.00% | +6,078 | New |
| Aster Capital Management (DIFC) Ltd | 5,970 | $71.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,885 | $46.7K | 0.00% | +3,451+795.2% | Added |
| BNP Paribas Arbitrage, SA | 2,077 | $25.0K | 0.00% | −411−16.5% | Reduced |
| Van Hulzen Asset Management, LLC | 1,405 | $16.9K | 0.00% | +1,405 | New |
| Smithfield Trust Co | 637 | $8.00K | 0.00% | +637 | New |
| FMR LLC | 584 | $7.03K | 0.00% | +92+18.7% | Added |
| Comerica Bank | 274 | $3.30K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 219 | $2.63K | 0.00% | +1+0.5% | Added |
| Point72 (DIFC) Ltd | 205 | $2.47K | 0.00% | +130+173.3% | Added |
| Advisor Group Holdings, Inc. | 152 | $1.83K | 0.00% | +152 | New |
| IFP Advisors, Inc | 126 | $1.52K | 0.00% | +126 | New |
| Russell Investments Group, Ltd. | 60 | $722 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 52 | $626 | 0.00% | −6,316−99.2% | Reduced |
| SBI Securities Co., Ltd. | 1 | $12 | 0.00% | +1 | New |
| Rhumbline Advisers | 1 | – | – | +1 | Added |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −23,940−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Verdad Advisers, LP | – | – | – | – | Not filed |