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Security National Financial (SNFCA) Institutional Ownership

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$10.02 +0.10 (+1.01%)
As of 03:52 PM Eastern
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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)
33
Total
Institutional Inflows
(last 12 months)
$9.98M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.90M
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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
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%
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%
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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%
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%
2/6/2024AJOVista LLC5,564$50K0.1%N/A0.024%
1/26/2024 Soltis Investment Advisors LLC2,933,195$26.40M3.0%N/A12.764%
1/23/2024 Physician Wealth Advisors Inc.30,758$262K0.1%-11.6%0.134%
11/14/2023 O Shaughnessy Asset Management LLC31,407$246K0.0%+102.5%0.137%
11/13/2023 Acadian Asset Management LLC12,289$96K0.0%N/A0.054%
11/8/2023 Janney Montgomery Scott LLC50,314$394K0.0%N/A0.220%
11/7/2023 New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%
11/7/2023 Barclays PLC31,184$245K0.0%+4.6%0.136%
11/6/2023 Los Angeles Capital Management LLC29,240$229K0.0%N/A0.128%
10/27/2023 Allspring Global Investments Holdings LLC4,368$34K0.0%N/A0.019%
10/24/2023 Bailard Inc.12,772$100K0.0%N/A0.056%
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10/24/2023 Bank of New York Mellon Corp40,535$318K0.0%+6.5%0.177%
10/13/2023 Ritholtz Wealth Management14,180$111K0.0%N/A0.062%
10/10/2023 Physician Wealth Advisors Inc.34,780$272K0.1%+5.0%0.152%
8/11/2023 O Shaughnessy Asset Management LLC15,508$138K0.0%N/A0.068%
8/10/2023 Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%
8/9/2023 Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%
8/4/2023 American International Group Inc.5,726$51K0.0%N/A0.025%
7/27/2023EA Series Trust30,923$274K0.0%N/A0.135%
5/12/2023Verdad Advisers LP11,678$73K0.1%-85.4%0.054%
5/3/2023 Soltis Investment Advisors LLC2,942,468$18.33M2.3%-2.4%13.562%
(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, 50 institutional investors and hedge funds held shares of Security National Financial. The most heavily invested institutionals were Soltis Investment Advisors LLC ($31.57M), M3F Inc. ($24.40M), LHM Inc. ($9.45M), Dimensional Fund Advisors LP ($8.10M), Vanguard Group Inc. ($4.82M), Bridgeway Capital Management LLC ($4.01M), and RBF Capital LLC ($3.55M).Learn more on SNFCA's institutional investors.

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

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

Which institutional investors have been buying Security National Financial stock?

Of the 46 institutional investors that purchased Security National Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($3.03M), Susquehanna International Group LLP ($215.32K), Dimensional Fund Advisors LP ($90.06K), Renaissance Technologies LLC ($88.85K), O Shaughnessy Asset Management LLC ($77.80K), Janney Montgomery Scott LLC ($64.80K), and EP Wealth Advisors LLC ($60.83K).

How much institutional buying is happening at Security National Financial?

Institutional investors have bought a total of 4,300,000 shares in the last 24 months. This purchase volume represents approximately $40.12M in transactions.

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

Of the 18 institutional investors that sold Security National Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LHM Inc. ($714.11K), Soltis Investment Advisors LLC ($213.14K), Townsquare Capital LLC ($75K), Carlson Capital L P ($40K), M3F Inc. ($36.14K), Renaissance Technologies LLC ($35.10K), and Jane Street Group LLC ($18.40K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 1,190,706 shares in the last 24 months. This volume of shares sold represents approximately $11.48M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 6/10/2025 by MarketBeat.com Staff
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