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