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, Q4 2025
Institutional positions in Security National Financial Corp as of Dec 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
- 72
- +3 vs. Q3 2025
- Shares held
- 9.29M
- −2.06M (−18.1%) vs. Q3 2025
- Total value
- $83.7M
- −$14.7M (−14.9%) vs. Q3 2025
- New holders
- 13
- 24 more added
- Sold out
- 10
- 23 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M3F, Inc. | 2,233,648 | $20.1M | 5.53% | 00.0% | Unchanged |
| BlackRock, Inc. | 919,255 | $8.28M | 0.00% | +85,447+10.2% | Added |
| Vanguard Group Inc | 841,836 | $7.58M | 0.00% | +29,145+3.6% | Added |
| Dimensional Fund Advisors LP | 767,946 | $6.92M | 0.00% | +2,117+0.3% | Added |
| LHM, Inc. | 718,033 | $6.47M | 2.41% | −11,717−1.6% | Reduced |
| Ameriprise Financial Inc | 646,319 | $5.82M | 0.00% | +77,024+13.5% | Added |
| Geode Capital Management, LLC | 373,742 | $3.37M | 0.00% | +14,790+4.1% | Added |
| Veradace Capital Management LLC | 353,055 | $3.18M | 2.19% | +353,055 | New |
| Bridgeway Capital Management, LLC | 320,659 | $2.89M | 0.06% | −41,749−11.5% | Reduced |
| RBF Capital, LLC | 303,534 | $2.73M | 0.12% | −6,140−2.0% | Reduced |
| Renaissance Technologies LLC | 211,640 | $1.91M | 0.00% | −41,647−16.4% | Reduced |
| Raymond James Financial Inc | 161,800 | $1.46M | 0.00% | −4,713−2.8% | Reduced |
| Gem Investment Advisors, LLC | 158,171 | $1.43M | 1.35% | +158,171 | New |
| State Street Corp | 156,783 | $1.41M | 0.00% | −772−0.5% | Reduced |
| Goldman Sachs Group Inc | 152,804 | $1.38M | 0.00% | −20,540−11.8% | Reduced |
| Northern Trust Corp | 138,154 | $1.24M | 0.00% | −3,857−2.7% | Reduced |
| Verdad Advisers, LP | 80,800 | $728.0K | 0.83% | +80,800 | New |
| EP Wealth Advisors, LLC | 63,869 | $575.5K | 0.00% | +63,869 | New |
| Barclays PLC | 61,947 | $558.1K | 0.00% | +3,667+6.3% | Added |
| UMA Financial Services, Inc. | 52,376 | $471.9K | 0.07% | −3,781−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 46,430 | $418.3K | 0.00% | +150.0% | Added |
| Evergreen Capital Management LLC | 39,291 | $354.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 38,919 | $350.7K | 0.00% | +6,522+20.1% | Added |
| Bank of New York Mellon Corp | 35,726 | $321.9K | 0.00% | −275−0.8% | Reduced |
| Citadel Advisors LLC | 34,608 | $311.8K | 0.00% | +18,065+109.2% | Added |
| O'Shaughnessy Asset Management, LLC | 33,841 | $304.9K | 0.00% | −26,271−43.7% | Reduced |
| Millennium Management LLC | 33,204 | $299.2K | 0.00% | −27,106−44.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,382 | $237.7K | 0.00% | −1,166−4.2% | Reduced |
| Black Maple Capital Management LP | 24,078 | $216.9K | 0.16% | +11,241+87.6% | Added |
| Ritholtz Wealth Management | 23,175 | $208.8K | 0.00% | −8,662−27.2% | Reduced |
| Nuveen, LLC | 22,262 | $200.6K | 0.00% | +2,204+11.0% | Added |
| HSBC Holdings PLC | 20,874 | $188.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,457 | $166.3K | 0.00% | +6,374+52.8% | Added |
| Bank of America Corp | 18,255 | $164.5K | 0.00% | +6,454+54.7% | Added |
| Lunt Capital Management, Inc. | 17,972 | $161.9K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 16,973 | $152.9K | 0.00% | +1,221+7.8% | Added |
| JPMorgan Chase & Co | 16,532 | $149.0K | 0.00% | +871+5.6% | Added |
| Deutsche Bank AG | 13,181 | $118.8K | 0.00% | −12,340−48.4% | Reduced |
| Susquehanna International Group, LLP | 11,764 | $106.0K | 0.00% | +11,764 | New |
| Rhumbline Advisers | 11,270 | $101.6K | 0.00% | −2,501−18.2% | Reduced |
| Squarepoint Ops LLC | 11,233 | $101.2K | 0.00% | −35,757−76.1% | Reduced |
| UBS Group AG | 9,838 | $88.6K | 0.00% | −2,506−20.3% | Reduced |
| MetLife Investment Management | 9,412 | $84.8K | 0.00% | +9,412 | New |
| New York State Common Retirement Fund | 8,505 | $76.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,403 | $66.7K | 0.00% | +220+3.1% | Added |
| Farther Finance Advisors, LLC | 6,382 | $57.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,873 | $34.9K | 0.00% | −2,533−39.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $28.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,186 | $19.7K | 0.00% | +596+37.5% | Added |
| FMR LLC | 1,827 | $16.5K | 0.00% | +1,475+419.0% | Added |
| Ameritas Investment Partners, Inc. | 1,578 | $14.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,390 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,246 | $11.2K | 0.00% | +1,246 | New |
| Tower Research Capital LLC (TRC) | 1,204 | $10.8K | 0.00% | −323−21.2% | Reduced |
| California State Teachers Retirement System | 1,000 | $9.01K | 0.00% | +35+3.6% | Added |
| Sterling Capital Management LLC | 937 | $8.44K | 0.00% | −130−12.2% | Reduced |
| Royal Bank of Canada | 662 | $6.00K | 0.00% | +496+298.8% | Added |
| Amalgamated Bank | 511 | $5.00K | 0.00% | −17−3.2% | Reduced |
| CWM, LLC | 422 | $4.00K | 0.00% | +266+170.5% | Added |
| Citigroup Inc | 370 | $3.33K | 0.00% | −859−69.9% | Reduced |
| CoreFirst Bank & Trust | 353 | $3.18K | 0.00% | +353 | New |
| IFP Advisors, Inc | 139 | $1.25K | 0.00% | +7+5.3% | Added |
| Comerica Bank | 87 | $784 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 82 | $739 | 0.00% | +82 | New |
| EverSource Wealth Advisors, LLC | 41 | $369 | 0.00% | +23+127.8% | Added |
| Rothschild Investment LLC | 35 | $315 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $37 | 0.00% | +4 | New |
| Allworth Financial LP | 4 | $37 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $36 | 0.00% | +1+33.3% | Added |
| SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $9 | 0.00% | +1 | New |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −2,637,795−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −73,819−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,351−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,706−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |