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