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