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Security National Financial (SNFCA) Institutional Ownership

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$8.40 -0.39 (-4.44%)
Closing price 09/3/2025 04:00 PM Eastern
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$8.40 0.00 (0.00%)
As of 09/3/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Security National Financial (NASDAQ:SNFCA)

Current
Institutional Ownership
Percentage
45.58%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$14.53M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.33M
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Skip Chart & View Institutional Buying and Selling Data

SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Evergreen Capital Management LLC37,420$369K0.0%N/A0.144%
8/15/2025 Scott Marsh Financial LLC41,291$407K0.2%N/A0.159%
8/15/2025 BNP Paribas Financial Markets2,831$28K0.0%+306.8%0.011%
8/15/2025 Bridgeway Capital Management LLC336,704$3.32M0.1%+1.6%1.299%
8/15/2025 Bank of America Corp DE11,664$115K0.0%+86.1%0.045%
8/15/2025 Ameriprise Financial Inc.467,818$4.61M0.0%+0.4%1.805%
8/14/2025 Jane Street Group LLC21,331$210K0.0%-64.4%0.082%
8/14/2025 Raymond James Financial Inc.151,688$1.49M0.0%+1,404.7%0.585%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,049$79K0.0%N/A0.031%
8/13/2025 Marshall Wace LLP28,735$283K0.0%+33.7%0.111%
8/13/2025 Invesco Ltd.12,857$127K0.0%N/A0.050%
8/13/2025 M3F Inc.2,122,425$20.91M5.9%+5.2%8.187%
8/13/2025 Arrowstreet Capital Limited Partnership58,026$572K0.0%-12.3%0.224%
8/13/2025 Panagora Asset Management Inc.10,784$106K0.0%N/A0.042%
8/13/2025 New York State Common Retirement Fund10,600$104K0.0%N/A0.041%
8/12/2025 JPMorgan Chase & Co.13,981$138K0.0%+16,157.0%0.054%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,998$30K0.0%N/A0.012%
8/8/2025 Geode Capital Management LLC308,665$3.04M0.0%+134.4%1.191%
8/6/2025 Soltis Investment Advisors LLC2,551,096$25.13M2.0%-0.6%9.842%
7/28/2025 Ritholtz Wealth Management43,527$429K0.0%+11.7%0.168%
6/27/2025 Goldman Sachs Group Inc.93,796$1.14M0.0%+36.4%0.380%
5/21/2025 Acadian Asset Management LLC58,081$701K0.0%+303.0%0.235%
5/19/2025 Jane Street Group LLC59,860$724K0.0%-23.5%0.242%
5/16/2025 Empowered Funds LLC56,652$685K0.0%+8.1%0.229%
5/16/2025 Goldman Sachs Group Inc.93,796$1.14M0.0%+36.4%0.380%
5/16/2025 Bridgeway Capital Management LLC331,500$4.01M0.1%-1.3%1.343%
5/15/2025 Cubist Systematic Strategies LLC10,679$129K0.0%+48.0%0.043%
5/15/2025 Trexquant Investment LP14,354$174K0.0%N/A0.058%
5/15/2025 M3F Inc.2,016,765$24.40M6.7%+0.1%8.169%
5/14/2025 Hsbc Holdings PLC28,717$349K0.0%-6.5%0.116%
5/13/2025 LHM Inc.781,169$9.45M3.1%-9.6%3.164%
4/28/2025 Physician Wealth Advisors Inc.53,483$647K0.1%+73.9%0.217%
4/17/2025 Ritholtz Wealth Management38,975$472K0.0%-4.3%0.158%
2/27/2025Jefferies Financial Group Inc.13,614$164K0.0%+15.4%0.056%
2/17/2025 Point72 Asia Singapore Pte. Ltd.15,213$183K0.0%+7.0%0.063%
2/17/2025 Millennium Management LLC121,907$1.47M0.0%+49.1%0.502%
2/17/2025Jefferies Financial Group Inc.13,614$164K0.0%+15.4%0.056%
2/17/2025 Cubist Systematic Strategies LLC7,217$87K0.0%+203.9%0.030%
2/17/2025 Bridgeway Capital Management LLC335,850$4.04M0.1%-1.6%1.384%
2/17/2025 Bank of America Corp DE17,226$207K0.0%+31.8%0.071%
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2/17/2025 683 Capital Management LLC29,399$354K0.0%N/A0.121%
2/14/2025 Jane Street Group LLC78,257$941K0.0%+91.2%0.322%
2/14/2025 Schonfeld Strategic Advisors LLC28,453$342K0.0%N/A0.117%
2/14/2025 Northern Trust Corp45,855$552K0.0%+6.4%0.189%
2/14/2025 RBF Capital LLC294,928$3.55M0.2%-0.5%1.215%
2/14/2025 Susquehanna International Group LLP237,691$2.86M0.0%+962.3%0.979%
2/14/2025 Tower Research Capital LLC TRC3,885$47K0.0%+795.2%0.016%
2/14/2025 M3F Inc.2,013,862$24.23M7.0%-1.8%8.298%
2/14/2025 Dimensional Fund Advisors LP673,379$8.10M0.0%+6.1%2.775%
2/13/2025 Marshall Wace LLP35,833$431K0.0%+42.4%0.148%
2/13/2025 Barclays PLC43,881$528K0.0%+3.3%0.181%
2/13/2025 Townsquare Capital LLC41,291$497K0.0%-64.5%0.170%
2/13/2025 Renaissance Technologies LLC285,606$3.44M0.0%-10.9%1.177%
2/12/2025 Geode Capital Management LLC130,361$1.57M0.0%-1.6%0.537%
2/12/2025 O Shaughnessy Asset Management LLC93,682$1.13M0.0%+42.6%0.386%
2/12/2025 Physician Wealth Advisors Inc.30,753$370K0.1%-4.8%0.127%
2/12/2025 Arrowstreet Capital Limited Partnership74,029$891K0.0%-13.7%0.305%
2/11/2025 Hillsdale Investment Management Inc.19,600$236K0.0%N/A0.081%
2/10/2025 Farther Finance Advisors LLC6,078$73K0.0%N/A0.025%
1/29/2025 Soltis Investment Advisors LLC2,623,831$31.57M2.9%-7.0%10.811%
1/28/2025 Empowered Funds LLC52,402$630K0.0%+4.9%0.216%
1/17/2025 Janney Montgomery Scott LLC71,120$856K0.0%-1.3%0.293%
1/15/2025 Ritholtz Wealth Management40,734$490K0.0%+58.8%0.168%
12/26/2024 JPMorgan Chase & Co.6,368$59K0.0%+1,673.8%0.026%
11/19/2024 Barclays PLC42,486$391K0.0%+28.4%0.175%
11/18/2024 Soltis Investment Advisors LLC2,820,948$25.95M2.5%+1.0%11.648%
11/16/2024 Geode Capital Management LLC132,414$1.22M0.0%+0.8%0.547%
11/15/2024 Barclays PLC42,486$391K0.0%+28.4%0.175%
11/15/2024 EP Wealth Advisors LLC60,825$560K0.0%+5.0%0.251%
11/15/2024 Jane Street Group LLC40,931$377K0.0%+28.5%0.169%
11/15/2024 State Street Corp51,163$471K0.0%+5.0%0.211%
11/15/2024 RBF Capital LLC296,531$2.73M0.1%+5.9%1.224%
11/15/2024 Point72 Asia Singapore Pte. Ltd.14,213$131K0.0%+10.3%0.059%
11/13/2024 Townsquare Capital LLC116,291$1.07M0.0%+5.0%0.480%
11/6/2024 Empowered Funds LLC49,961$460K0.0%+10.6%0.206%
10/10/2024 Ritholtz Wealth Management25,647$236K0.0%+77.0%0.106%
9/16/2024 Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/15/2024 Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/14/2024 Marshall Wace LLP13,311$106K0.0%N/A0.055%
8/12/2024 LHM Inc.190,910$1.53M0.6%-76.8%0.790%
8/12/2024 Hsbc Holdings PLC25,698$198K0.0%N/A0.106%
8/9/2024 Renaissance Technologies LLC291,553$2.33M0.0%+43.8%1.206%
8/9/2024 Dimensional Fund Advisors LP550,809$4.40M0.0%+10.3%2.278%
8/6/2024 Los Angeles Capital Management LLC16,376$131K0.0%-44.0%0.068%
8/1/2024 Ritholtz Wealth Management14,487$116K0.0%-14.2%0.060%
7/17/2024 Physician Wealth Advisors Inc.32,296$251K0.0%+5.0%0.134%
5/29/2024 Soltis Investment Advisors LLC2,917,170$23.08M2.6%-0.5%12.667%
5/14/2024 Carlson Capital L P220,048$1.74M0.1%+4.1%0.956%
5/13/2024 O Shaughnessy Asset Management LLC49,879$395K0.0%+58.4%0.217%
5/11/2024 Hillsdale Investment Management Inc.22,300$176K0.0%+45.8%0.097%
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5/10/2024 Acadian Asset Management LLC5,417$42K0.0%-23.7%0.024%
5/10/2024 Vanguard Group Inc.609,575$4.82M0.0%+1.2%2.648%
5/7/2024 Empowered Funds LLC41,919$332K0.0%+8.1%0.182%
5/1/2024 Janney Montgomery Scott LLC64,798$513K0.0%+9.3%0.281%
5/1/2024 BNP Paribas Financial Markets10,695$85K0.0%+171.7%0.046%
2/28/2024 EP Wealth Advisors LLC57,929$521K0.0%N/A0.252%
2/9/2024Verdad Advisers LP26,865$242K0.5%N/A0.117%
2/9/2024 Hillsdale Investment Management Inc.15,300$138K0.0%N/A0.067%
2/8/2024 Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%
2/8/2024 Janney Montgomery Scott LLC59,306$534K0.0%+17.9%0.258%
(Data available from 1/1/2016 forward)

SNFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SNFCA shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Security National Financial. The most heavily invested institutionals were Soltis Investment Advisors LLC ($25.13M), M3F Inc. ($20.91M), LHM Inc. ($9.45M), Dimensional Fund Advisors LP ($8.10M), Vanguard Group Inc. ($4.82M), Ameriprise Financial Inc. ($4.61M), and RBF Capital LLC ($3.55M).Learn more on Security National Financial's institutional investors.

What percentage of Security National Financial's stock is owned by institutional investors?

45.58% of Security National Financial's stock is owned by institutional investors. Learn more on SNFCA's institutional investor holdings.

Which institutional investors have been buying Security National Financial's stock?

Of the 53 institutional investors that purchased Security National Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($2.96M), Susquehanna International Group LLP ($215.32K), Geode Capital Management LLC ($178.08K), Raymond James Financial Inc. ($141.61K), M3F Inc. ($108.56K), Dimensional Fund Advisors LP ($90.06K), and Renaissance Technologies LLC ($88.85K).

How much institutional buying is happening at Security National Financial?

Institutional investors have bought a total of 1,343,640 shares in the last 24 months. This purchase volume represents approximately $14.53M in transactions.

Which of Security National Financial's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Security National Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soltis Investment Advisors LLC ($211.53K), LHM Inc. ($82.49K), Townsquare Capital LLC ($75K), Jane Street Group LLC ($56.93K), M3F Inc. ($36.14K), Renaissance Technologies LLC ($35.10K), and Arrowstreet Capital Limited Partnership ($19.93K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 536,626 shares in the last 24 months. This volume of shares sold represents approximately $6.33M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 9/4/2025 by MarketBeat.com Staff
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