Free Trial
→ Quick favor to ask you (From Profits Run) (Ad)tc pixel Free SNFCA Stock Alerts

Security National Financial (SNFCA) Institutional Ownership

Security National Financial logo
$9.51 -0.07 (-0.73%)
Closing price 06/15/2026 04:00 PM Eastern
Extended Trading
$9.52 +0.01 (+0.05%)
As of 04:03 AM 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Security National Financial (NASDAQ:SNFCA)

Current
Institutional Ownership
Percentage
45.58%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$15.21M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.01M
Get SNFCA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Security National Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE20,493$194K0.0%+12.3%0.079%
5/18/2026 Empowered Funds LLC90,859$861K0.0%+10.2%0.349%
5/14/2026 Renaissance Technologies LLC203,240$1.93M0.0%-4.0%0.781%
5/14/2026 Arrowstreet Capital Limited Partnership12,599$119K0.0%-52.2%0.048%
5/7/2026 Dimensional Fund Advisors LP793,553$7.52M0.0%+3.3%3.050%
5/5/2026 Bank of New York Mellon Corp37,257$353K0.0%+4.3%0.143%
4/28/2026 M3F Inc.2,198,648$20.84M5.2%-1.6%8.450%
4/20/2026 Ritholtz Wealth Management20,889$198K0.0%-9.9%0.080%
2/19/2026 Invesco Ltd.16,973$153K0.0%+7.8%0.065%
2/18/2026 Veradace Capital Management LLC353,055$3.18M1.9%N/A1.359%
2/18/2026 EP Wealth Advisors LLC63,869$575K0.0%N/A0.246%
2/18/2026 Empowered Funds LLC82,470$743K0.0%+11.7%0.317%
2/18/2026 Verdad Advisers LP80,800$728K0.3%N/A0.311%
2/18/2026 Millennium Management LLC33,204$299K0.0%-44.9%0.128%
2/18/2026 Bridgeway Capital Management LLC320,659$2.89M0.1%-11.5%1.234%
2/17/2026 RBF Capital LLC303,534$2.74M0.1%-2.0%1.168%
2/16/2026 Squarepoint Ops LLC11,233$101K0.0%-76.1%0.043%
2/16/2026 Barclays PLC61,947$558K0.0%+6.3%0.238%
2/13/2026 Wells Fargo & Company MN18,457$166K0.0%+52.8%0.071%
2/12/2026 MetLife Investment Management LLC9,412$85K0.0%N/A0.036%
2/12/2026 Renaissance Technologies LLC211,640$1.91M0.0%-16.4%0.814%
2/12/2026 Dimensional Fund Advisors LP767,946$6.92M0.0%+0.3%2.955%
2/12/2026 Nuveen LLC22,262$201K0.0%+11.0%0.086%
2/11/2026 Empowered Funds LLC82,470$743K0.0%+11.7%0.317%
2/11/2026 Deutsche Bank AG13,181$119K0.0%-48.4%0.051%
2/11/2026 O Shaughnessy Asset Management LLC33,841$305K0.0%-43.7%0.130%
2/10/2026 Goldman Sachs Group Inc.152,804$1.38M0.0%-11.8%0.588%
2/10/2026 LHM Inc.718,033$6.47M2.4%-1.6%2.763%
2/9/2026 Geode Capital Management LLC373,742$3.37M0.0%+4.1%1.438%
2/5/2026 Soltis Investment Advisors LLC2,612,979$23.54M1.5%-0.9%10.055%
1/29/2026 Physician Wealth Advisors Inc.52,376$472K0.1%-6.7%0.202%
1/23/2026 Ritholtz Wealth Management23,175$209K0.0%-27.2%0.089%
1/1/2026 JPMorgan Chase & Co.15,661$136K0.0%+12.0%0.060%
11/17/2025 Millennium Management LLC60,310$523K0.0%+38.7%0.232%
11/17/2025 Citadel Advisors LLC16,543$143K0.0%-39.7%0.064%
11/17/2025 Ameriprise Financial Inc.569,295$4.94M0.0%+21.7%2.191%
11/14/2025 Raymond James Financial Inc.166,513$1.44M0.0%+9.8%0.641%
11/14/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,681$32K0.0%N/A0.014%
11/14/2025 Bridgeway Capital Management LLC362,408$3.14M0.1%+7.6%1.395%
11/14/2025 Squarepoint Ops LLC46,990$407K0.0%N/A0.181%
BlackRock CEO’s Crazy Prediction (Ad)

BlackRock CEO Larry Fink oversees $13 trillion and believes a new technology could be 100 times bigger than Bitcoin - yet still as early as the internet was in 1996. Jeff Brown, who flagged Bitcoin at $240 before it delivered gains as high as 52,000%, says this could be the most significant investing opportunity of the century. You can potentially get started for as little as $2.tc pixel

See Jeff Brown's full breakdown and claim your stake today
11/13/2025 Arrowstreet Capital Limited Partnership27,548$239K0.0%-52.5%0.106%
11/13/2025 BNP Paribas Financial Markets6,406$56K0.0%+126.3%0.025%
11/12/2025 Lunt Capital Management Inc.17,972$156K0.1%+9.0%0.069%
11/12/2025 Dimensional Fund Advisors LP765,829$6.64M0.0%+4.6%2.948%
11/12/2025 M3F Inc.2,233,648$19.37M5.5%+5.2%8.597%
11/7/2025Vanguard Group Inc.812,691$7.05M0.0%+8.8%3.128%
11/7/2025 JPMorgan Chase & Co.15,661$136K0.0%+12.0%0.060%
11/6/2025 Rhumbline Advisers13,771$119K0.0%-15.0%0.053%
11/4/2025 Physician Wealth Advisors Inc.56,157$487K0.1%+5.0%0.216%
11/3/2025 New York State Common Retirement Fund8,505$74K0.0%-19.8%0.033%
10/28/2025 Evergreen Capital Management LLC39,291$341K0.0%+5.0%0.151%
10/28/2025 Ritholtz Wealth Management31,837$276K0.0%-26.9%0.123%
8/16/2025 Evergreen Capital Management LLC37,420$369K0.0%N/A0.144%
8/15/2025Scott 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%
5/21/2025Acadian Asset Management LLC58,081$701K0.0%+303.0%0.235%
5/19/2025Jane Street Group LLC59,860$724K0.0%-23.5%0.242%
5/16/2025Empowered Funds LLC56,652$685K0.0%+8.1%0.229%
5/16/2025Goldman Sachs Group Inc.93,796$1.14M0.0%+36.4%0.380%
5/16/2025Bridgeway Capital Management LLC331,500$4.01M0.1%-1.3%1.343%
5/15/2025Cubist Systematic Strategies LLC10,679$129K0.0%+48.0%0.043%
5/15/2025Trexquant Investment LP14,354$174K0.0%N/A0.058%
5/15/2025M3F Inc.2,016,765$24.40M6.7%+0.1%8.169%
5/14/2025Hsbc Holdings PLC28,717$349K0.0%-6.5%0.116%
5/13/2025LHM Inc.781,169$9.45M3.1%-9.6%3.164%
4/28/2025Physician Wealth Advisors Inc.53,483$647K0.1%+73.9%0.217%
4/17/2025Ritholtz Wealth Management38,975$472K0.0%-4.3%0.158%
2/27/2025Jefferies Financial Group Inc.13,614$164K0.0%+15.4%0.056%
2/17/2025Point72 Asia Singapore Pte. Ltd.15,213$183K0.0%+7.0%0.063%
2/17/2025Millennium Management LLC121,907$1.47M0.0%+49.1%0.502%
2/17/2025Jefferies Financial Group Inc.13,614$164K0.0%+15.4%0.056%
2/17/2025Cubist Systematic Strategies LLC7,217$87K0.0%+203.9%0.030%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/17/2025Bridgeway Capital Management LLC335,850$4.04M0.1%-1.6%1.384%
2/17/2025Bank of America Corp DE17,226$207K0.0%+31.8%0.071%
2/17/2025683 Capital Management LLC29,399$354K0.0%N/A0.121%
2/14/2025Jane Street Group LLC78,257$941K0.0%+91.2%0.322%
2/14/2025Schonfeld Strategic Advisors LLC28,453$342K0.0%N/A0.117%
2/14/2025Northern Trust Corp45,855$552K0.0%+6.4%0.189%
2/14/2025RBF Capital LLC294,928$3.55M0.2%-0.5%1.215%
2/14/2025Susquehanna International Group LLP237,691$2.86M0.0%+962.3%0.979%
2/14/2025Tower Research Capital LLC TRC3,885$47K0.0%+795.2%0.016%
2/14/2025M3F Inc.2,013,862$24.23M7.0%-1.8%8.298%


SNFCA Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of Security National Financial. The most heavily invested institutionals were Soltis Investment Advisors LLC ($23.54M), M3F Inc. ($20.84M), Dimensional Fund Advisors LP ($7.52M), Vanguard Group Inc. ($7.05M), LHM Inc. ($6.47M), Ameriprise Financial Inc. ($4.94M), and Geode Capital Management LLC ($3.37M).Learn more on Security National Financial's institutional investors.

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

Of the 54 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: Veradace Capital Management LLC ($353.06K), M3F Inc. ($219.79K), Susquehanna International Group LLP ($215.32K), Geode Capital Management LLC ($192.87K), Raymond James Financial Inc. ($156.43K), Dimensional Fund Advisors LP ($151.79K), and Ameriprise Financial Inc. ($103.22K).

Institutional investors have bought a total of 1,639,434 shares in the last 24 months. This purchase volume represents approximately $15.21M in transactions.

Of the 18 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: Arrowstreet Capital Limited Partnership ($52.43K), Renaissance Technologies LLC ($50.05K), Bridgeway Capital Management LLC ($41.75K), Soltis Investment Advisors LLC ($39.22K), Jane Street Group LLC ($38.53K), Squarepoint Ops LLC ($35.76K), and M3F Inc. ($35K).

Institutional investors have sold a total of 438,654 shares in the last 24 months. This volume of shares sold represents approximately $4.01M in transactions.


Related Companies

This page (NASDAQ:SNFCA) was last updated on 6/16/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
How to play the Biggest IPO in stock market history!
SpaceX is eyeing a near-$2 trillion IPO valuation, and retail investors are already lining up - but early insi...
InvestPub | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
The Next Qualcomm
Porter Stansberry recommended Qualcomm in 1999 at $4 a share - it climbed more than 5,000%. He found the same ...
Porter & Company | Sponsoredtc pixel
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - no...
Behind the Markets | Sponsoredtc pixel
Elon Is Quietly Doubling Down on This Bizarre Asset
Yahoo Finance reports this technology 'May Unlock $400 Trillion' - and Bloomberg calls it 'unavoidable.' Elon ...
Brownstone Research | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel