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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $12 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 52 | $626 | 0.00% | −6,316−99.2% | Reduced |
| Russell Investments Group, Ltd. | 60 | $722 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 126 | $1.52K | 0.00% | +126 | New |
| Advisor Group Holdings, Inc. | 152 | $1.83K | 0.00% | +152 | New |
| Point72 (DIFC) Ltd | 205 | $2.47K | 0.00% | +130+173.3% | Added |
| Wells Fargo & Company | 219 | $2.63K | 0.00% | +1+0.5% | Added |
| Comerica Bank | 274 | $3.30K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 584 | $7.03K | 0.00% | +92+18.7% | Added |
| Smithfield Trust Co | 637 | $8.00K | 0.00% | +637 | New |
| Van Hulzen Asset Management, LLC | 1,405 | $16.9K | 0.00% | +1,405 | New |
| BNP Paribas Arbitrage, SA | 2,077 | $25.0K | 0.00% | −411−16.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,885 | $46.7K | 0.00% | +3,451+795.2% | Added |
| Aster Capital Management (DIFC) Ltd | 5,970 | $71.8K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,078 | $73.1K | 0.00% | +6,078 | New |
| Cubist Systematic Strategies, LLC | 7,217 | $86.8K | 0.00% | +4,842+203.9% | Added |
| Royal Bank of Canada | 11,025 | $133.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,614 | $163.8K | 0.00% | +1,814+15.4% | Added |
| Acadian Asset Management LLC | 14,411 | $173.0K | 0.00% | +14,411 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 15,213 | $183.0K | 0.05% | +1,000+7.0% | Added |
| Lunt Capital Management, Inc. | 15,862 | $190.8K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 17,226 | $207.2K | 0.00% | +4,161+31.8% | Added |
| UBS Group AG | 17,602 | $211.8K | 0.00% | +17,516+20,367.4% | Added |
| Citadel Advisors LLC | 19,104 | $229.8K | 0.00% | −22,054−53.6% | Reduced |
| Hillsdale Investment Management Inc. | 19,600 | $235.8K | 0.01% | +19,600 | New |
| Citigroup Inc | 23,053 | $277.3K | 0.00% | +4,144+21.9% | Added |
| Schonfeld Strategic Advisors LLC | 28,453 | $342.3K | 0.00% | +28,453 | New |
| 683 Capital Management, LLC | 29,399 | $353.7K | 0.03% | +29,399 | New |
| HSBC Holdings PLC | 30,723 | $369.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30,753 | $370.0K | 0.06% | −1,543−4.8% | Reduced |
| Morgan Stanley | 33,965 | $408.6K | 0.00% | +1,678+5.2% | Added |
| Marshall Wace, LLP | 35,833 | $431.1K | 0.00% | +10,675+42.4% | Added |
| Ritholtz Wealth Management | 40,734 | $490.0K | 0.01% | +15,087+58.8% | Added |
| TownSquare Capital, LLC | 41,291 | $496.7K | 0.01% | −75,000−64.5% | Reduced |
| Barclays PLC | 43,881 | $527.9K | 0.00% | +1,395+3.3% | Added |
| Northern Trust Corp | 45,855 | $551.6K | 0.00% | +2,741+6.4% | Added |
| State Street Corp | 49,026 | $589.8K | 0.00% | −2,137−4.2% | Reduced |
| Empowered Funds, LLC | 52,402 | $630.4K | 0.01% | +2,441+4.9% | Added |
| EP Wealth Advisors, LLC | 60,825 | $731.7K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 68,776 | $827.4K | 0.00% | +31,418+84.1% | Added |
| Janney Montgomery Scott LLC | 71,120 | $856.0K | 0.00% | −905−1.3% | Reduced |
| Qube Research & Technologies Ltd | 71,245 | $857.1K | 0.00% | +29,058+68.9% | Added |
| Arrowstreet Capital, Limited Partnership | 74,029 | $890.6K | 0.00% | −11,762−13.7% | Reduced |
| Jane Street Group, LLC | 78,257 | $941.4K | 0.00% | +37,326+91.2% | Added |
| O'Shaughnessy Asset Management, LLC | 93,682 | $1.13M | 0.01% | +28,002+42.6% | Added |
| Millennium Management LLC | 121,907 | $1.47M | 0.00% | +40,138+49.1% | Added |
| Geode Capital Management, LLC | 130,361 | $1.57M | 0.00% | −2,053−1.6% | Reduced |
| BlackRock, Inc. | 176,696 | $2.13M | 0.00% | +16,885+10.6% | Added |
| Susquehanna International Group, LLP | 237,691 | $2.86M | 0.00% | +215,315+962.3% | Added |
| Renaissance Technologies LLC | 285,606 | $3.44M | 0.01% | −35,100−10.9% | Reduced |
| RBF Capital, LLC | 294,928 | $3.55M | 0.18% | −1,603−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 335,850 | $4.04M | 0.09% | −5,302−1.6% | Reduced |
| Ameriprise Financial Inc | 447,898 | $5.39M | 0.00% | +500+0.1% | Added |
| Vanguard Group Inc | 634,973 | $7.64M | 0.00% | −72,601−10.3% | Reduced |
| Dimensional Fund Advisors LP | 673,379 | $8.10M | 0.00% | +38,522+6.1% | Added |
| LHM, Inc. | 863,659 | $10.4M | 3.31% | 00.0% | Unchanged |
| M3F, Inc. | 2,013,862 | $24.2M | 7.00% | −36,138−1.8% | Reduced |
| Soltis Investment Advisors LLC | 2,623,831 | $31.6M | 2.92% | −197,117−7.0% | Reduced |
| 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 |