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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $9 | 0.00% | +1 | New |
| Essential Partners LLC | 3 | $26 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 18 | $156 | 0.00% | +18 | New |
| Rothschild Investment LLC | 35 | $303 | 0.00% | +35 | New |
| Comerica Bank | 87 | $754 | 0.00% | −163−65.2% | Reduced |
| Royal Bank of Canada | 166 | $1.00K | 0.00% | −12,029−98.6% | Reduced |
| CWM, LLC | 156 | $1.00K | 0.00% | +156 | New |
| IFP Advisors, Inc | 132 | $1.14K | 0.00% | +6+4.8% | Added |
| SRS Capital Advisors, Inc. | 183 | $1.59K | 0.00% | +183 | New |
| FMR LLC | 352 | $3.05K | 0.00% | +5+1.4% | Added |
| Amalgamated Bank | 528 | $5.00K | 0.00% | +25+5.0% | Added |
| Covestor Ltd | 521 | $5.00K | 0.00% | +521 | New |
| Smithfield Trust Co | 669 | $6.00K | 0.00% | +32+5.0% | Added |
| California State Teachers Retirement System | 965 | $8.37K | 0.00% | +46+5.0% | Added |
| Sterling Capital Management LLC | 1,067 | $9.25K | 0.00% | +669+168.1% | Added |
| Citigroup Inc | 1,229 | $10.7K | 0.00% | −4,718−79.3% | Reduced |
| Legal & General Group Plc | 1,390 | $12.1K | 0.00% | +66+5.0% | Added |
| Tower Research Capital LLC (TRC) | 1,527 | $13.2K | 0.00% | +1,527 | New |
| Ameritas Investment Partners, Inc. | 1,578 | $13.7K | 0.00% | +75+5.0% | Added |
| Russell Investments Group, Ltd. | 1,590 | $13.8K | 0.00% | +1,530+2,550.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $27.3K | 0.00% | +149+5.0% | Added |
| UBS Asset Management Americas Inc | 3,681 | $31.9K | 0.00% | +3,681 | New |
| Farther Finance Advisors, LLC | 6,382 | $55.3K | 0.00% | +304+5.0% | Added |
| BNP Paribas Arbitrage, SA | 6,406 | $55.5K | 0.00% | +3,575+126.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,183 | $62.3K | 0.00% | −866−10.8% | Reduced |
| Acadian Asset Management LLC | 8,513 | $72.0K | 0.00% | −49,568−85.3% | Reduced |
| New York State Common Retirement Fund | 8,505 | $73.7K | 0.00% | −2,095−19.8% | Reduced |
| Panagora Asset Management Inc | 10,706 | $92.8K | 0.00% | −78−0.7% | Reduced |
| Bank of America Corp | 11,801 | $102.3K | 0.00% | +137+1.2% | Added |
| Wells Fargo & Company | 12,083 | $104.8K | 0.00% | +2,415+25.0% | Added |
| UBS Group AG | 12,344 | $107.0K | 0.00% | +6,151+99.3% | Added |
| Black Maple Capital Management LP | 12,837 | $111.3K | 0.08% | +12,837 | New |
| Rhumbline Advisers | 13,771 | $119.4K | 0.00% | −2,422−15.0% | Reduced |
| JPMorgan Chase & Co | 15,661 | $135.8K | 0.00% | +1,680+12.0% | Added |
| Invesco Ltd. | 15,752 | $136.6K | 0.00% | +2,895+22.5% | Added |
| Trexquant Investment LP | 16,351 | $141.8K | 0.00% | +16,351 | New |
| Citadel Advisors LLC | 16,543 | $143.4K | 0.00% | −10,873−39.7% | Reduced |
| Lunt Capital Management, Inc. | 17,972 | $155.8K | 0.06% | +1,483+9.0% | Added |
| Nuveen, LLC | 20,058 | $173.9K | 0.00% | +955+5.0% | Added |
| HSBC Holdings PLC | 20,874 | $179.5K | 0.00% | −2,052−9.0% | Reduced |
| Deutsche Bank AG | 25,521 | $221.3K | 0.00% | +25,521 | New |
| Arrowstreet Capital, Limited Partnership | 27,548 | $238.8K | 0.00% | −30,478−52.5% | Reduced |
| Ritholtz Wealth Management | 31,837 | $276.0K | 0.01% | −11,690−26.9% | Reduced |
| Morgan Stanley | 32,397 | $280.9K | 0.00% | −15,167−31.9% | Reduced |
| Bank of New York Mellon Corp | 36,001 | $312.1K | 0.00% | +2,687+8.1% | Added |
| Evergreen Capital Management LLC | 39,291 | $340.7K | 0.01% | +1,871+5.0% | Added |
| Charles Schwab Investment Management Inc | 46,415 | $402.4K | 0.00% | +2,210+5.0% | Added |
| Squarepoint Ops LLC | 46,990 | $407.4K | 0.00% | +46,990 | New |
| UMA Financial Services, Inc. | 56,157 | $486.9K | 0.07% | +2,674+5.0% | Added |
| Barclays PLC | 58,280 | $505.3K | 0.00% | −3,032−4.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 60,112 | $521.2K | 0.00% | −22,056−26.8% | Reduced |
| Millennium Management LLC | 60,310 | $522.9K | 0.00% | +16,834+38.7% | Added |
| Empowered Funds, LLC | 73,819 | $640.0K | 0.01% | +11,963+19.3% | Added |
| Northern Trust Corp | 142,011 | $1.23M | 0.00% | +18,029+14.5% | Added |
| State Street Corp | 157,555 | $1.37M | 0.00% | +15,359+10.8% | Added |
| Raymond James Financial Inc | 166,513 | $1.44M | 0.00% | +14,825+9.8% | Added |
| Goldman Sachs Group Inc | 173,344 | $1.50M | 0.00% | +131,108+310.4% | Added |
| Renaissance Technologies LLC | 253,287 | $2.20M | 0.00% | −4,573−1.8% | Reduced |
| RBF Capital, LLC | 309,674 | $2.68M | 0.12% | +14,746+5.0% | Added |
| Geode Capital Management, LLC | 358,952 | $3.11M | 0.00% | +50,287+16.3% | Added |
| Bridgeway Capital Management, LLC | 362,408 | $3.14M | 0.07% | +25,704+7.6% | Added |
| Ameriprise Financial Inc | 569,295 | $4.94M | 0.00% | +101,477+21.7% | Added |
| LHM, Inc. | 729,750 | $6.33M | 2.09% | −8,367−1.1% | Reduced |
| Dimensional Fund Advisors LP | 765,829 | $6.64M | 0.00% | +34,000+4.6% | Added |
| Vanguard Group Inc | 812,691 | $7.05M | 0.00% | +65,706+8.8% | Added |
| BlackRock, Inc. | 833,808 | $7.23M | 0.00% | +128,882+18.3% | Added |
| M3F, Inc. | 2,233,648 | $19.4M | 5.49% | +111,223+5.2% | Added |
| Soltis Investment Advisors LLC | 2,637,795 | $22.9M | 1.58% | +86,699+3.4% | Added |
| 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 |