SNFCA
Security National Financial Corp
$9.72
-0.07 (-0.72%)
At close · Jul 2
Market Cap
$294.42M
Shares
26,037,886
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 79
Total Value: $88,683,949
Total Shares: 9,354,853
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 79 13F filers · Δ vs Dec 31, 2025Top Holder
23.5%
−0.5 pts
Top 5
57.8%
−1.1 pts
Top 10
79.6%
−0.8 pts
HHI
982
Broadly held−28
Quarterly Activity
vs Dec 31, 2025
New
14
Increased
28
Decreased
22
Sold Out
7
Unchanged
15
Holder count:
+7
Institutional value:
+5.9%
Shares held:
+0.7%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | +84,183 | 730,502 | |
| Mega DIMENSIONAL FUND ADVISORS LP | +25,607 | 793,553 | |
| Mega BlackRock, Inc. | +17,158 | 936,413 | |
| Mega STATE STREET CORP | +15,679 | 172,462 | |
| Mega CITADEL ADVISORS LLC | +15,667 | 50,275 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | −41,913 | 278,746 | |
| Mega GOLDMAN SACHS GROUP INC | −37,813 | 114,991 | |
| Small M3F, Inc. | −35,000 | 2,198,648 | |
| Mega RAYMOND JAMES FINANCIAL INC | −28,385 | 133,415 | |
| Mega BARCLAYS PLC | −21,594 | 40,353 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 752,095 | $7,129,860 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 124,688 | $1,182,042 | |
| Large Empowered Funds, LLC | 90,859 | $861,343 | |
| Mega AQR CAPITAL MANAGEMENT LLC | 22,040 | $208,936 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | 12,016 | $113,911 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 841,836 | $7,584,941 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,764 | $105,993 | |
| Large Squarepoint Ops LLC | 11,233 | $101,209 | |
| Small TUCKER ASSET MANAGEMENT LLC | 1,246 | $11,226 | |
| Mega ROYAL BANK OF CANADA | 662 | $5,963 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small M3F, Inc. | $20,843,183 | 23.50% | 2,198,648 | Shares | Sole | 2026-04-28 | ||||
| Mega BlackRock, Inc. | $8,877,192 | 10.01% | 936,413 | Shares | Sole | 2026-05-13 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $7,522,881 | 8.48% | 793,553 | Shares | Sole | 2026-05-07 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $7,129,860 | 8.04% | 752,095 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $6,925,158 | 7.81% | 730,502 | Shares | Defined | 2026-05-15 | ||||
| Small LHM, INC. | $6,801,975 | 7.67% | 717,508 | Shares | Sole | 2026-05-14 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $3,643,172 | 4.11% | 384,301 | Shares | Defined | 2026-05-15 | ||||
| Small Veradace Capital Management LLC | $3,346,961 | 3.77% | 353,055 | Shares | Sole | 2026-05-14 | ||||
| Mid RBF Capital, LLC | $2,877,502 | 3.24% | 303,534 | Shares | Sole | 2026-05-18 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2,642,512 | 2.98% | 278,746 | Shares | Sole | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $1,926,715 | 2.17% | 203,240 | Shares | Sole | 2026-05-14 | ||||
| Mega STATE STREET CORP | $1,634,939 | 1.84% | 172,462 | Shares | Defined | 2026-05-15 | ||||
| Small Gem Investment Advisors, LLC | $1,499,461 | 1.69% | 158,171 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $1,366,464 | 1.54% | 144,142 | Shares | Defined | 2026-05-14 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,264,773 | 1.43% | 133,415 | Shares | Defined | 2026-05-14 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $1,182,042 | 1.33% | 124,688 | Shares | Defined | 2026-05-08 | ||||
| Mega GOLDMAN SACHS GROUP INC | $1,090,114 | 1.23% | 114,991 | Shares | Defined | 2026-05-15 | ||||
| Large Empowered Funds, LLC | $861,343 | 0.97% | 90,859 | Shares | Other | 2026-05-15 | ||||
| Mid EP Wealth Advisors, LLC | $605,553 | 0.68% | 63,877 | Shares | Sole | 2026-05-14 | ||||
| Micro Verdad Advisers, LP | $568,800 | 0.64% | 60,000 | Shares | Sole | 2026-05-15 | ||||
| Small Physician Wealth Advisors, Inc. | $496,524 | 0.56% | 52,376 | Shares | Sole | 2026-04-24 | ||||
| Mega CITADEL ADVISORS LLC | $476,607 | 0.54% | 50,275 | Shares | Defined | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $421,423 | 0.48% | 44,454 | Shares | Sole | 2026-05-15 | ||||
| Mega BARCLAYS PLC | $382,545 | 0.43% | 40,353 | Shares | Defined | 2026-05-15 | ||||
| Mid EVERGREEN CAPITAL MANAGEMENT LLC | $372,478 | 0.42% | 39,291 | Shares | Sole | 2026-05-14 | ||||
| Mega Bank of New York Mellon Corp Bank | $353,195 | 0.40% | 37,257 | Shares | Defined | 2026-05-05 | ||||
| Mega MORGAN STANLEY | $281,486 | 0.32% | 29,693 | Shares | Defined | 2026-05-15 | ||||
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $242,498 | 0.27% | 25,580 | Shares | Sole | 2026-05-13 | ||||
| Mega Nuveen, LLC | $211,043 | 0.24% | 22,262 | Shares | Defined | 2026-04-30 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $208,936 | 0.24% | 22,040 | Shares | Other | 2026-05-15 | ||||
| Mid RITHOLTZ WEALTH MANAGEMENT | $198,027 | 0.22% | 20,889 | Shares | Sole | 2026-04-20 | ||||
| Mega HSBC HOLDINGS PLC | $197,885 | 0.22% | 20,874 | Shares | Defined | 2026-04-30 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $196,577 | 0.22% | 20,736 | Shares | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $194,273 | 0.22% | 20,493 | Shares | Defined | 2026-05-18 | ||||
| Micro Lunt Capital Management, Inc. | $170,374 | 0.19% | 17,972 | Shares | Sole | 2026-05-13 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $168,317 | 0.19% | 17,755 | Shares | Defined | 2026-05-06 | ||||
| Mega Invesco Ltd. | $162,703 | 0.18% | 17,163 | Shares | Defined | 2026-05-12 | ||||
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $119,438 | 0.13% | 12,599 | Shares | Defined | 2026-05-14 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $113,911 | 0.13% | 12,016 | Shares | Defined | 2026-05-15 | ||||
| Small Black Maple Capital Management LP | $107,228 | 0.12% | 11,311 | Shares | Sole | 2026-05-15 | ||||
| Mega RHUMBLINE ADVISERS | $105,417 | 0.12% | 11,120 | Shares | Sole | 2026-05-12 | ||||
| Mega UBS Group AG | $102,866 | 0.12% | 10,851 | Shares | Defined | 2026-05-05 | ||||
| Mid Callan Family Office, LLC Family Office | $95,046 | 0.11% | 10,026 | Shares | Sole | 2026-05-13 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $80,627 | 0.09% | 8,505 | Shares | Sole | 2026-05-06 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $71,792 | 0.08% | 7,573 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $64,235 | 0.07% | 6,776 | Shares | Defined | 2026-05-13 | ||||
| Mid Farther Finance Advisors, LLC | $60,529 | 0.07% | 6,385 | Shares | Sole | 2026-04-07 | ||||
| Mega WELLS FARGO & COMPANY/MN | $59,372 | 0.07% | 6,263 | Shares | Defined | 2026-05-11 | ||||
| Mega Vanguard Global Advisers, LLC | $59,193 | 0.07% | 6,244 | Shares | Defined | 2026-05-08 | ||||
| Large MetLife Investment Management, LLC | $43,048 | 0.05% | 4,541 | Shares | Defined | 2026-05-14 | ||||
| Mega FMR LLC | $40,147 | 0.05% | 4,235 | Shares | Defined | 2026-05-15 | ||||
| Mid Tower Research Capital LLC (TRC) | $36,194 | 0.04% | 3,818 | Shares | Defined | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $35,189 | 0.04% | 3,712 | Shares | Defined | 2026-05-12 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $29,833 | 0.03% | 3,147 | Shares | Defined | 2026-04-29 | ||||
| Large Russell Investments Group, Ltd. | $27,055 | 0.03% | 2,854 | Shares | Defined | 2026-05-08 | ||||
| Large CWM, LLC | $19,083 | 0.02% | 2,013 | Shares | Sole | 2026-05-14 | ||||
| Mid Ameritas Investment Partners, Inc. | $14,959 | 0.02% | 1,578 | Shares | Other | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $13,177 | 0.01% | 1,390 | Shares | Defined | 2026-05-08 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $8,342 | 0.01% | 880 | Shares | Sole | 2026-05-18 | ||||
| Mega CITIGROUP INC | $7,165 | 0.01% | 756 | Shares | Defined | 2026-05-11 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $6,617 | 0.01% | 698 | Shares | Sole | 2026-05-15 | ||||
| Mid Sterling Capital Management LLC | $5,100 | 0.01% | 538 | Shares | Sole | 2026-04-22 | ||||
| Micro CoreFirst Bank & Trust Bank | $3,346 | 0.00% | 353 | Shares | Sole | 2026-06-03 | ||||
| Mid GAMMA Investing LLC | $2,559 | 0.00% | 270 | Shares | Defined | 2026-04-06 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $2,275 | 0.00% | 240 | Shares | Defined | 2026-05-08 | ||||
| Mid IFP Advisors, Inc | $1,365 | 0.00% | 144 | Shares | Sole | 2026-04-13 | ||||
| Mid EverSource Wealth Advisors, LLC | $824 | 0.00% | 87 | Shares | Sole | 2026-05-18 | ||||
| Small Essential Partners LLC | $663 | 0.00% | 70 | Shares | Sole | 2026-05-21 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $398 | 0.00% | 42 | Shares | Sole | 2026-05-07 | ||||
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $379 | 0.00% | 40 | Shares | Defined | 2026-05-13 | ||||
| Mid Allworth Financial LP | $360 | 0.00% | 38 | Shares | Sole | 2026-05-15 | ||||
| Small Covestor Ltd | $341 | 0.00% | 36 | Shares | Sole | 2026-05-05 | ||||
| Small Transamerica Financial Advisors, LLC | $218 | 0.00% | 23 | Shares | Sole | 2026-05-15 | ||||
| Mid MAI Capital Management | $47 | 0.00% | 5 | Shares | Sole | 2026-05-15 | ||||
| Micro True Wealth Design, LLC | $47 | 0.00% | 5 | Shares | Sole | 2026-04-13 | ||||
| Small Root Financial Partners, LLC | $37 | 0.00% | 4 | Shares | Sole | 2026-04-24 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $18 | 0.00% | 2 | Shares | Sole | 2026-05-18 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $9 | 0.00% | 1 | Shares | Defined | 2026-04-28 | ||||
| Large NISA INVESTMENT ADVISORS, LLC | $9 | 0.00% | 1 | Shares | Sole | 2026-04-30 | ||||
| No holders match your search. | ||||||||||