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, Q2 2025
Institutional positions in Security National Financial Corp as of Jun 30, 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
- 63
- +2 vs. Q1 2025
- Shares held
- 10.8M
- +756.0K (+7.5%) vs. Q1 2025
- Total value
- $106.6M
- −$15.2M (−12.5%) vs. Q1 2025
- New holders
- 17
- 24 more added
- Sold out
- 15
- 13 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,551,096 | $25.1M | 1.97% | −14,408−0.6% | Reduced |
| M3F, Inc. | 2,122,425 | $20.9M | 5.90% | +105,660+5.2% | Added |
| Vanguard Group Inc | 746,985 | $7.36M | 0.00% | +95,912+14.7% | Added |
| LHM, Inc. | 738,117 | $7.27M | 2.41% | −43,052−5.5% | Reduced |
| Dimensional Fund Advisors LP | 731,829 | $7.21M | 0.00% | +40,415+5.8% | Added |
| BlackRock, Inc. | 704,926 | $6.94M | 0.00% | +525,721+293.4% | Added |
| Ameriprise Financial Inc | 467,818 | $4.61M | 0.00% | +1,746+0.4% | Added |
| Bridgeway Capital Management, LLC | 336,704 | $3.32M | 0.08% | +5,204+1.6% | Added |
| Geode Capital Management, LLC | 308,665 | $3.04M | 0.00% | +176,996+134.4% | Added |
| RBF Capital, LLC | 294,928 | $2.91M | 0.14% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 257,860 | $2.54M | 0.00% | +12,154+4.9% | Added |
| Raymond James Financial Inc | 151,688 | $1.49M | 0.00% | +141,607+1,404.7% | Added |
| State Street Corp | 142,196 | $1.40M | 0.00% | +93,170+190.0% | Added |
| Northern Trust Corp | 123,982 | $1.22M | 0.00% | +78,705+173.8% | Added |
| O'Shaughnessy Asset Management, LLC | 82,168 | $809.4K | 0.01% | −4,436−5.1% | Reduced |
| Janney Montgomery Scott LLC | 70,492 | $694.0K | 0.00% | +116+0.2% | Added |
| Empowered Funds, LLC | 61,856 | $609.3K | 0.01% | +5,204+9.2% | Added |
| Barclays PLC | 61,312 | $603.9K | 0.00% | +23,034+60.2% | Added |
| EP Wealth Advisors, LLC | 60,825 | $599.1K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 58,026 | $571.6K | 0.00% | −8,164−12.3% | Reduced |
| Acadian Asset Management LLC | 58,081 | $570.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 53,483 | $526.8K | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 47,564 | $468.5K | 0.00% | +15,477+48.2% | Added |
| Charles Schwab Investment Management Inc | 44,205 | $435.4K | 0.00% | +44,205 | New |
| Ritholtz Wealth Management | 43,527 | $428.7K | 0.01% | +4,552+11.7% | Added |
| Millennium Management LLC | 43,476 | $428.2K | 0.00% | −222,012−83.6% | Reduced |
| Goldman Sachs Group Inc | 42,236 | $416.0K | 0.00% | −51,560−55.0% | Reduced |
| Scott Marsh Financial, LLC | 41,291 | $406.7K | 0.15% | +41,291 | New |
| Evergreen Capital Management LLC | 37,420 | $368.6K | 0.01% | +37,420 | New |
| Bank of New York Mellon Corp | 33,314 | $328.1K | 0.00% | +33,314 | New |
| Marshall Wace, LLP | 28,735 | $283.0K | 0.00% | +7,243+33.7% | Added |
| Citadel Advisors LLC | 27,416 | $270.0K | 0.00% | +27,416 | New |
| Susquehanna International Group, LLP | 23,194 | $228.5K | 0.00% | −259,712−91.8% | Reduced |
| HSBC Holdings PLC | 22,926 | $223.3K | 0.00% | −5,791−20.2% | Reduced |
| Jane Street Group, LLC | 21,331 | $210.1K | 0.00% | −38,529−64.4% | Reduced |
| Nuveen, LLC | 19,103 | $188.2K | 0.00% | +19,103 | New |
| Lunt Capital Management, Inc. | 16,489 | $162.4K | 0.06% | +627+4.0% | Added |
| Rhumbline Advisers | 16,193 | $159.5K | 0.00% | +16,193 | Added |
| JPMorgan Chase & Co | 13,981 | $137.7K | 0.00% | +13,895+16,157.0% | Added |
| Invesco Ltd. | 12,857 | $126.6K | 0.00% | +12,857 | New |
| Royal Bank of Canada | 12,195 | $121.0K | 0.00% | +1,170+10.6% | Added |
| Bank of America Corp | 11,664 | $114.9K | 0.00% | +5,398+86.1% | Added |
| Panagora Asset Management Inc | 10,784 | $106.2K | 0.00% | +10,784 | New |
| New York State Common Retirement Fund | 10,600 | $104.4K | 0.00% | +10,600 | New |
| Wells Fargo & Company | 9,668 | $95.2K | 0.00% | +9,449+4,314.6% | Added |
| MetLife Investment Management | 9,226 | $90.9K | 0.00% | +9,226 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,049 | $79.3K | 0.00% | +8,049 | New |
| UBS Group AG | 6,193 | $61.0K | 0.00% | −6,145−49.8% | Reduced |
| Farther Finance Advisors, LLC | 6,078 | $59.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,947 | $58.6K | 0.00% | −3,647−38.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,998 | $29.5K | 0.00% | +2,998 | New |
| BNP Paribas Arbitrage, SA | 2,831 | $27.9K | 0.00% | +2,135+306.8% | Added |
| Ameritas Investment Partners, Inc. | 1,503 | $14.8K | 0.00% | +1,503 | New |
| Legal & General Group Plc | 1,324 | $13.0K | 0.00% | +1,324 | New |
| California State Teachers Retirement System | 919 | $9.05K | 0.00% | +919 | New |
| Smithfield Trust Co | 637 | $6.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 503 | $5.00K | 0.00% | +503 | New |
| Sterling Capital Management LLC | 398 | $3.92K | 0.00% | +398 | New |
| FMR LLC | 347 | $3.42K | 0.00% | −97−21.8% | Reduced |
| Comerica Bank | 250 | $2.46K | 0.00% | −24−8.8% | Reduced |
| IFP Advisors, Inc | 126 | $1.24K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 60 | $591 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −41,291−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,783−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,845−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,456−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,698−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,114−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,354−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,882−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |