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, Q3 2025
Institutional positions in Security National Financial Corp as of Sep 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
- 69
- +8 vs. Q2 2025
- Shares held
- 11.4M
- +633.1K (+5.9%) vs. Q2 2025
- Total value
- $98.4M
- −$7.16M (−6.8%) vs. Q2 2025
- New holders
- 13
- 38 more added
- Sold out
- 5
- 17 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,637,795 | $22.9M | 1.58% | +86,699+3.4% | Added |
| M3F, Inc. | 2,233,648 | $19.4M | 5.49% | +111,223+5.2% | Added |
| BlackRock, Inc. | 833,808 | $7.23M | 0.00% | +128,882+18.3% | Added |
| Vanguard Group Inc | 812,691 | $7.05M | 0.00% | +65,706+8.8% | Added |
| Dimensional Fund Advisors LP | 765,829 | $6.64M | 0.00% | +34,000+4.6% | Added |
| LHM, Inc. | 729,750 | $6.33M | 2.09% | −8,367−1.1% | Reduced |
| Ameriprise Financial Inc | 569,295 | $4.94M | 0.00% | +101,477+21.7% | Added |
| Bridgeway Capital Management, LLC | 362,408 | $3.14M | 0.07% | +25,704+7.6% | Added |
| Geode Capital Management, LLC | 358,952 | $3.11M | 0.00% | +50,287+16.3% | Added |
| RBF Capital, LLC | 309,674 | $2.68M | 0.12% | +14,746+5.0% | Added |
| Renaissance Technologies LLC | 253,287 | $2.20M | 0.00% | −4,573−1.8% | Reduced |
| Goldman Sachs Group Inc | 173,344 | $1.50M | 0.00% | +131,108+310.4% | Added |
| Raymond James Financial Inc | 166,513 | $1.44M | 0.00% | +14,825+9.8% | Added |
| State Street Corp | 157,555 | $1.37M | 0.00% | +15,359+10.8% | Added |
| Northern Trust Corp | 142,011 | $1.23M | 0.00% | +18,029+14.5% | Added |
| Empowered Funds, LLC | 73,819 | $640.0K | 0.01% | +11,963+19.3% | Added |
| Millennium Management LLC | 60,310 | $522.9K | 0.00% | +16,834+38.7% | Added |
| O'Shaughnessy Asset Management, LLC | 60,112 | $521.2K | 0.00% | −22,056−26.8% | Reduced |
| Barclays PLC | 58,280 | $505.3K | 0.00% | −3,032−4.9% | Reduced |
| UMA Financial Services, Inc. | 56,157 | $486.9K | 0.07% | +2,674+5.0% | Added |
| Squarepoint Ops LLC | 46,990 | $407.4K | 0.00% | +46,990 | New |
| Charles Schwab Investment Management Inc | 46,415 | $402.4K | 0.00% | +2,210+5.0% | Added |
| Evergreen Capital Management LLC | 39,291 | $340.7K | 0.01% | +1,871+5.0% | Added |
| Bank of New York Mellon Corp | 36,001 | $312.1K | 0.00% | +2,687+8.1% | Added |
| Morgan Stanley | 32,397 | $280.9K | 0.00% | −15,167−31.9% | Reduced |
| Ritholtz Wealth Management | 31,837 | $276.0K | 0.01% | −11,690−26.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,548 | $238.8K | 0.00% | −30,478−52.5% | Reduced |
| Deutsche Bank AG | 25,521 | $221.3K | 0.00% | +25,521 | New |
| HSBC Holdings PLC | 20,874 | $179.5K | 0.00% | −2,052−9.0% | Reduced |
| Nuveen, LLC | 20,058 | $173.9K | 0.00% | +955+5.0% | Added |
| Lunt Capital Management, Inc. | 17,972 | $155.8K | 0.06% | +1,483+9.0% | Added |
| Citadel Advisors LLC | 16,543 | $143.4K | 0.00% | −10,873−39.7% | Reduced |
| Trexquant Investment LP | 16,351 | $141.8K | 0.00% | +16,351 | New |
| Invesco Ltd. | 15,752 | $136.6K | 0.00% | +2,895+22.5% | Added |
| JPMorgan Chase & Co | 15,661 | $135.8K | 0.00% | +1,680+12.0% | Added |
| Rhumbline Advisers | 13,771 | $119.4K | 0.00% | −2,422−15.0% | Reduced |
| Black Maple Capital Management LP | 12,837 | $111.3K | 0.08% | +12,837 | New |
| UBS Group AG | 12,344 | $107.0K | 0.00% | +6,151+99.3% | Added |
| Wells Fargo & Company | 12,083 | $104.8K | 0.00% | +2,415+25.0% | Added |
| Bank of America Corp | 11,801 | $102.3K | 0.00% | +137+1.2% | Added |
| Panagora Asset Management Inc | 10,706 | $92.8K | 0.00% | −78−0.7% | Reduced |
| New York State Common Retirement Fund | 8,505 | $73.7K | 0.00% | −2,095−19.8% | Reduced |
| Acadian Asset Management LLC | 8,513 | $72.0K | 0.00% | −49,568−85.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,183 | $62.3K | 0.00% | −866−10.8% | Reduced |
| BNP Paribas Arbitrage, SA | 6,406 | $55.5K | 0.00% | +3,575+126.3% | Added |
| Farther Finance Advisors, LLC | 6,382 | $55.3K | 0.00% | +304+5.0% | Added |
| UBS Asset Management Americas Inc | 3,681 | $31.9K | 0.00% | +3,681 | New |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $27.3K | 0.00% | +149+5.0% | Added |
| Russell Investments Group, Ltd. | 1,590 | $13.8K | 0.00% | +1,530+2,550.0% | Added |
| Ameritas Investment Partners, Inc. | 1,578 | $13.7K | 0.00% | +75+5.0% | Added |
| Tower Research Capital LLC (TRC) | 1,527 | $13.2K | 0.00% | +1,527 | New |
| Legal & General Group Plc | 1,390 | $12.1K | 0.00% | +66+5.0% | Added |
| Citigroup Inc | 1,229 | $10.7K | 0.00% | −4,718−79.3% | Reduced |
| Sterling Capital Management LLC | 1,067 | $9.25K | 0.00% | +669+168.1% | Added |
| California State Teachers Retirement System | 965 | $8.37K | 0.00% | +46+5.0% | Added |
| Smithfield Trust Co | 669 | $6.00K | 0.00% | +32+5.0% | Added |
| Amalgamated Bank | 528 | $5.00K | 0.00% | +25+5.0% | Added |
| Covestor Ltd | 521 | $5.00K | 0.00% | +521 | New |
| FMR LLC | 352 | $3.05K | 0.00% | +5+1.4% | Added |
| SRS Capital Advisors, Inc. | 183 | $1.59K | 0.00% | +183 | New |
| IFP Advisors, Inc | 132 | $1.14K | 0.00% | +6+4.8% | Added |
| Royal Bank of Canada | 166 | $1.00K | 0.00% | −12,029−98.6% | Reduced |
| CWM, LLC | 156 | $1.00K | 0.00% | +156 | New |
| Comerica Bank | 87 | $754 | 0.00% | −163−65.2% | Reduced |
| Rothschild Investment LLC | 35 | $303 | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 18 | $156 | 0.00% | +18 | New |
| Essential Partners LLC | 3 | $26 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $9 | 0.00% | +1 | New |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −70,492−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,735−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,194−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,331−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −9,226−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Scott Marsh Financial, LLC | – | – | – | – | Not filed |