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, Q1 2025
Institutional positions in Security National Financial Corp as of Mar 31, 2025. 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
- 61
- +2 vs. Q4 2024
- Shares held
- 10.1M
- +50.5K (+0.5%) vs. Q4 2024
- Total value
- $121.8M
- +$1.31M (+1.1%) vs. Q4 2024
- New holders
- 6
- 16 more added
- Sold out
- 4
- 25 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,565,504 | $31.0M | 2.77% | −58,327−2.2% | Reduced |
| M3F, Inc. | 2,016,765 | $24.4M | 6.71% | +2,903+0.1% | Added |
| LHM, Inc. | 781,169 | $9.45M | 3.13% | −82,490−9.6% | Reduced |
| Dimensional Fund Advisors LP | 691,414 | $8.37M | 0.00% | +18,035+2.7% | Added |
| Vanguard Group Inc | 651,073 | $7.88M | 0.00% | +16,100+2.5% | Added |
| Ameriprise Financial Inc | 466,072 | $5.64M | 0.00% | +18,174+4.1% | Added |
| Bridgeway Capital Management, LLC | 331,500 | $4.01M | 0.10% | −4,350−1.3% | Reduced |
| RBF Capital, LLC | 294,928 | $3.57M | 0.23% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 282,906 | $3.42M | 0.01% | +45,215+19.0% | Added |
| Millennium Management LLC | 265,488 | $3.21M | 0.00% | +143,581+117.8% | Added |
| Renaissance Technologies LLC | 245,706 | $2.97M | 0.00% | −39,900−14.0% | Reduced |
| BlackRock, Inc. | 179,205 | $2.17M | 0.00% | +2,509+1.4% | Added |
| Geode Capital Management, LLC | 131,669 | $1.59M | 0.00% | +1,308+1.0% | Added |
| Goldman Sachs Group Inc | 93,796 | $1.13M | 0.00% | +25,020+36.4% | Added |
| O'Shaughnessy Asset Management, LLC | 86,604 | $1.05M | 0.01% | −7,078−7.6% | Reduced |
| Janney Montgomery Scott LLC | 70,376 | $852.0K | 0.00% | −744−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 66,190 | $800.9K | 0.00% | −7,839−10.6% | Reduced |
| EP Wealth Advisors, LLC | 60,825 | $736.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 59,860 | $724.3K | 0.00% | −18,397−23.5% | Reduced |
| Acadian Asset Management LLC | 58,081 | $701.0K | 0.00% | +43,670+303.0% | Added |
| Empowered Funds, LLC | 56,652 | $685.5K | 0.01% | +4,250+8.1% | Added |
| UMA Financial Services, Inc. | 53,483 | $647.1K | 0.11% | +22,730+73.9% | Added |
| State Street Corp | 49,026 | $593.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 45,277 | $547.9K | 0.00% | −578−1.3% | Reduced |
| TownSquare Capital, LLC | 41,291 | $499.6K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 38,975 | $471.6K | 0.01% | −1,759−4.3% | Reduced |
| Barclays PLC | 38,278 | $463.2K | 0.00% | −5,603−12.8% | Reduced |
| Morgan Stanley | 32,087 | $388.3K | 0.00% | −1,878−5.5% | Reduced |
| HSBC Holdings PLC | 28,717 | $348.6K | 0.00% | −2,006−6.5% | Reduced |
| HRT Financial LP | 28,783 | $348.0K | 0.00% | +28,783 | New |
| Qube Research & Technologies Ltd | 27,845 | $336.9K | 0.00% | −43,400−60.9% | Reduced |
| Hillsdale Investment Management Inc. | 21,600 | $261.4K | 0.01% | +2,000+10.2% | Added |
| Marshall Wace, LLP | 21,492 | $260.1K | 0.00% | −14,341−40.0% | Reduced |
| ExodusPoint Capital Management, LP | 16,456 | $199.0K | 0.00% | +16,456 | New |
| Lunt Capital Management, Inc. | 15,862 | $191.9K | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,698 | $189.9K | 0.00% | −12,755−44.8% | Reduced |
| Jain Global LLC | 15,114 | $182.9K | 0.00% | +15,114 | New |
| Balyasny Asset Management LLC | 14,383 | $174.0K | 0.00% | +14,383 | New |
| Trexquant Investment LP | 14,354 | $173.7K | 0.00% | +14,354 | New |
| Jefferies Financial Group Inc. | 12,882 | $155.9K | 0.00% | −732−5.4% | Reduced |
| UBS Group AG | 12,338 | $149.3K | 0.00% | −5,264−29.9% | Reduced |
| Royal Bank of Canada | 11,025 | $133.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,679 | $129.2K | 0.00% | +3,462+48.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 10,359 | $125.3K | 0.03% | −4,854−31.9% | Reduced |
| Raymond James Financial Inc | 10,081 | $122.0K | 0.00% | +10,081 | New |
| Citigroup Inc | 9,594 | $116.1K | 0.00% | −13,459−58.4% | Reduced |
| Bank of America Corp | 6,266 | $75.8K | 0.00% | −10,960−63.6% | Reduced |
| Farther Finance Advisors, LLC | 6,078 | $68.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 696 | $8.42K | 0.00% | −1,381−66.5% | Reduced |
| Smithfield Trust Co | 637 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 444 | $5.37K | 0.00% | −140−24.0% | Reduced |
| Point72 (DIFC) Ltd | 373 | $4.51K | 0.00% | +168+82.0% | Added |
| Comerica Bank | 274 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 219 | $2.65K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 196 | $2.37K | 0.00% | −3,689−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 152 | $1.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 126 | $1.52K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 86 | $1.04K | 0.00% | +34+65.4% | Added |
| Russell Investments Group, Ltd. | 60 | $726 | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 0 | $29 | 0.00% | −1−100.0% | Reduced |
| SBI Securities Co., Ltd. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −29,399−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,104−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |