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, Q1 2026
Institutional positions in Security National Financial Corp as of Mar 31, 2026. 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
- 80
- +10 vs. Q4 2025
- Shares held
- 9.45M
- +997.7K (+11.8%) vs. Q4 2025
- Total value
- $89.6M
- +$13.4M (+17.6%) vs. Q4 2025
- New holders
- 15
- 28 more added
- Sold out
- 5
- 22 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M3F, Inc. | 2,198,648 | $20.8M | 5.17% | −35,000−1.6% | Reduced |
| BlackRock, Inc. | 936,413 | $8.88M | 0.00% | +17,158+1.9% | Added |
| Dimensional Fund Advisors LP | 793,553 | $7.52M | 0.00% | +25,607+3.3% | Added |
| Vanguard Capital Management LLC | 752,095 | $7.13M | 0.00% | +752,095 | New |
| Ameriprise Financial Inc | 730,502 | $6.93M | 0.00% | +84,183+13.0% | Added |
| LHM, Inc. | 717,508 | $6.80M | 2.68% | −525−0.1% | Reduced |
| Geode Capital Management, LLC | 384,301 | $3.65M | 0.00% | +10,559+2.8% | Added |
| Veradace Capital Management LLC | 353,055 | $3.35M | 2.98% | 00.0% | Unchanged |
| RBF Capital, LLC | 303,534 | $2.88M | 0.14% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 278,746 | $2.64M | 0.05% | −41,913−13.1% | Reduced |
| Renaissance Technologies LLC | 203,240 | $1.93M | 0.00% | −8,400−4.0% | Reduced |
| State Street Corp | 172,462 | $1.63M | 0.00% | +15,679+10.0% | Added |
| Gem Investment Advisors, LLC | 158,171 | $1.50M | 1.47% | 00.0% | Unchanged |
| Northern Trust Corp | 144,142 | $1.37M | 0.00% | +5,988+4.3% | Added |
| Raymond James Financial Inc | 133,415 | $1.26M | 0.00% | −28,385−17.5% | Reduced |
| Vanguard Fiduciary Trust Co | 124,688 | $1.18M | 0.00% | +124,688 | New |
| Goldman Sachs Group Inc | 114,991 | $1.09M | 0.00% | −37,813−24.7% | Reduced |
| Vanguard Portfolio Management LLC | 94,353 | $894.5K | 0.00% | +94,353 | New |
| Empowered Funds, LLC | 90,859 | $861.3K | 0.01% | +90,859 | New |
| EP Wealth Advisors, LLC | 63,877 | $605.6K | 0.00% | +80.0% | Added |
| Verdad Advisers, LP | 60,000 | $568.8K | 0.64% | −20,800−25.7% | Reduced |
| UMA Financial Services, Inc. | 52,376 | $496.5K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 50,275 | $476.6K | 0.00% | +15,667+45.3% | Added |
| Charles Schwab Investment Management Inc | 44,454 | $421.4K | 0.00% | −1,976−4.3% | Reduced |
| Barclays PLC | 40,353 | $382.5K | 0.00% | −21,594−34.9% | Reduced |
| Evergreen Capital Management LLC | 39,291 | $372.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 37,257 | $353.2K | 0.00% | +1,531+4.3% | Added |
| Morgan Stanley | 29,693 | $281.5K | 0.00% | −9,226−23.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,580 | $242.5K | 0.00% | −8,261−24.4% | Reduced |
| Nuveen, LLC | 22,262 | $211.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,040 | $208.9K | 0.00% | +22,040 | New |
| Ritholtz Wealth Management | 20,889 | $198.0K | 0.00% | −2,286−9.9% | Reduced |
| HSBC Holdings PLC | 20,874 | $197.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 20,736 | $196.6K | 0.00% | −12,468−37.5% | Reduced |
| Bank of America Corp | 20,493 | $194.3K | 0.00% | +2,238+12.3% | Added |
| Lunt Capital Management, Inc. | 17,972 | $170.4K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 17,755 | $168.3K | 0.00% | +4,574+34.7% | Added |
| Invesco Ltd. | 17,163 | $162.7K | 0.00% | +190+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 12,599 | $119.4K | 0.00% | −13,783−52.2% | Reduced |
| Price T Rowe Associates Inc | 12,016 | $114.0K | 0.00% | +12,016 | New |
| Black Maple Capital Management LP | 11,311 | $107.2K | 0.08% | −12,767−53.0% | Reduced |
| Rhumbline Advisers | 11,120 | $105.5K | 0.00% | −150−1.3% | Reduced |
| UBS Group AG | 10,851 | $102.9K | 0.00% | +1,013+10.3% | Added |
| Callan Family Office, LLC | 10,026 | $95.0K | 0.00% | +10,026 | New |
| New York State Common Retirement Fund | 8,505 | $80.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,573 | $71.8K | 0.00% | +170+2.3% | Added |
| JPMorgan Chase & Co | 6,776 | $64.3K | 0.00% | −9,756−59.0% | Reduced |
| Farther Finance Advisors, LLC | 6,385 | $60.4K | 0.00% | +30.0% | Added |
| Wells Fargo & Company | 6,263 | $59.4K | 0.00% | −12,194−66.1% | Reduced |
| Vanguard Global Advisers, LLC | 6,244 | $59.2K | 0.00% | +6,244 | New |
| MetLife Investment Management | 4,541 | $43.0K | 0.00% | −4,871−51.8% | Reduced |
| FMR LLC | 4,235 | $40.1K | 0.00% | +2,408+131.8% | Added |
| Tower Research Capital LLC (TRC) | 3,818 | $36.2K | 0.00% | +2,614+217.1% | Added |
| BNP Paribas Arbitrage, SA | 3,712 | $35.2K | 0.00% | −161−4.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $29.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,854 | $27.1K | 0.00% | +668+30.6% | Added |
| CWM, LLC | 2,013 | $19.1K | 0.00% | +1,591+377.0% | Added |
| Ameritas Investment Partners, Inc. | 1,578 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,390 | $13.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 880 | $8.34K | 0.00% | −120−12.0% | Reduced |
| Citigroup Inc | 756 | $7.17K | 0.00% | +386+104.3% | Added |
| Jones Financial Companies LLLP | 698 | $6.45K | 0.00% | +698 | New |
| Sterling Capital Management LLC | 538 | $5.10K | 0.00% | −399−42.6% | Reduced |
| CoreFirst Bank & Trust | 353 | $3.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 270 | $2.56K | 0.00% | +188+229.3% | Added |
| The PNC Financial Services Group, Inc. | 240 | $2.27K | 0.00% | +240 | New |
| IFP Advisors, Inc | 144 | $1.36K | 0.00% | +5+3.6% | Added |
| EverSource Wealth Advisors, LLC | 87 | $824 | 0.00% | +46+112.2% | Added |
| Essential Partners LLC | 70 | $664 | 0.00% | +66+1,650.0% | Added |
| Rothschild Investment LLC | 42 | $398 | 0.00% | +7+20.0% | Added |
| UBS Asset Management Americas Inc | 40 | $379 | 0.00% | +40 | New |
| Allworth Financial LP | 38 | $361 | 0.00% | +34+850.0% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $218 | 0.00% | +23 | New |
| MAI Capital Management | 5 | $48 | 0.00% | +1+25.0% | Added |
| True Wealth Design, LLC | 5 | $48 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 4 | $38 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 2 | $19 | 0.00% | +1+100.0% | Added |
| Nisa Investment Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 36 | $0 | 0.00% | +36 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |