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Security National Financial (SNFCA) Institutional Ownership

Security National Financial logo
$9.20 +0.13 (+1.43%)
Closing price 04:00 PM Eastern
Extended Trading
$9.07 -0.13 (-1.46%)
As of 07:30 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 Massive. 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)
26
Total
Institutional Inflows
(last 12 months)
$8.91M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.25M
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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
9/9/2026Lunt Capital Management Inc.19,841$192K0.1%+10.4%0.072%
9/9/2026Squarepoint Ops LLC15,330$149K0.0%N/A0.056%
6/16/2026Empowered Funds LLC90,859$861K0.0%+10.2%0.349%
5/19/2026Bank of America Corp DE20,493$194K0.0%+12.3%0.079%
5/18/2026Empowered Funds LLC90,859$861K0.0%+10.2%0.349%
5/14/2026Renaissance Technologies LLC203,240$1.93M0.0%-4.0%0.781%
5/14/2026Arrowstreet Capital Limited Partnership12,599$119K0.0%-52.2%0.048%
5/7/2026Dimensional Fund Advisors LP793,553$7.52M0.0%+3.3%3.050%
5/5/2026Bank of New York Mellon Corp37,257$353K0.0%+4.3%0.143%
4/28/2026M3F Inc.2,198,648$20.84M5.2%-1.6%8.450%
4/20/2026Ritholtz Wealth Management20,889$198K0.0%-9.9%0.080%
2/19/2026Invesco Ltd.16,973$153K0.0%+7.8%0.065%
2/18/2026Veradace Capital Management LLC353,055$3.18M1.9%N/A1.359%
2/18/2026EP Wealth Advisors LLC63,869$575K0.0%N/A0.246%
2/18/2026Empowered Funds LLC82,470$743K0.0%+11.7%0.317%
2/18/2026Verdad Advisers LP80,800$728K0.3%N/A0.311%
2/18/2026Millennium Management LLC33,204$299K0.0%-44.9%0.128%
2/18/2026Bridgeway Capital Management LLC320,659$2.89M0.1%-11.5%1.234%
2/17/2026RBF Capital LLC303,534$2.74M0.1%-2.0%1.168%
2/16/2026Squarepoint Ops LLC11,233$101K0.0%-76.1%0.043%
2/16/2026Barclays PLC61,947$558K0.0%+6.3%0.238%
2/13/2026Wells Fargo & Company MN18,457$166K0.0%+52.8%0.071%
2/12/2026MetLife Investment Management LLC9,412$85K0.0%N/A0.036%
2/12/2026Renaissance Technologies LLC211,640$1.91M0.0%-16.4%0.814%
2/12/2026Dimensional Fund Advisors LP767,946$6.92M0.0%+0.3%2.955%
2/12/2026Nuveen LLC22,262$201K0.0%+11.0%0.086%
2/11/2026Empowered Funds LLC82,470$743K0.0%+11.7%0.317%
2/11/2026Deutsche Bank AG13,181$119K0.0%-48.4%0.051%
2/11/2026O Shaughnessy Asset Management LLC33,841$305K0.0%-43.7%0.130%
2/10/2026Goldman Sachs Group Inc.152,804$1.38M0.0%-11.8%0.588%
2/10/2026LHM Inc.718,033$6.47M2.4%-1.6%2.763%
2/9/2026Geode Capital Management LLC373,742$3.37M0.0%+4.1%1.438%
2/5/2026Soltis Investment Advisors LLC2,612,979$23.54M1.5%-0.9%10.055%
1/29/2026Physician Wealth Advisors Inc.52,376$472K0.1%-6.7%0.202%
1/23/2026Ritholtz Wealth Management23,175$209K0.0%-27.2%0.089%
1/1/2026JPMorgan Chase & Co.15,661$136K0.0%+12.0%0.060%
11/17/2025Millennium Management LLC60,310$523K0.0%+38.7%0.232%
11/17/2025Citadel Advisors LLC16,543$143K0.0%-39.7%0.064%
11/17/2025Ameriprise Financial Inc.569,295$4.94M0.0%+21.7%2.191%
11/14/2025Raymond James Financial Inc.166,513$1.44M0.0%+9.8%0.641%
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11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,681$32K0.0%N/A0.014%
11/14/2025Bridgeway Capital Management LLC362,408$3.14M0.1%+7.6%1.395%
11/14/2025Squarepoint Ops LLC46,990$407K0.0%N/A0.181%
11/13/2025Arrowstreet Capital Limited Partnership27,548$239K0.0%-52.5%0.106%
11/13/2025BNP Paribas Financial Markets6,406$56K0.0%+126.3%0.025%
11/12/2025Lunt Capital Management Inc.17,972$156K0.1%+9.0%0.069%
11/12/2025Dimensional Fund Advisors LP765,829$6.64M0.0%+4.6%2.948%
11/12/2025M3F 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%
11/7/2025JPMorgan Chase & Co.15,661$136K0.0%+12.0%0.060%
11/6/2025Rhumbline Advisers13,771$119K0.0%-15.0%0.053%
11/4/2025Physician Wealth Advisors Inc.56,157$487K0.1%+5.0%0.216%
11/3/2025New York State Common Retirement Fund8,505$74K0.0%-19.8%0.033%
10/28/2025Evergreen Capital Management LLC39,291$341K0.0%+5.0%0.151%
10/28/2025Ritholtz Wealth Management31,837$276K0.0%-26.9%0.123%
8/16/2025Evergreen Capital Management LLC37,420$369K0.0%N/A0.144%
8/15/2025Scott Marsh Financial LLC41,291$407K0.2%N/A0.159%
8/15/2025BNP Paribas Financial Markets2,831$28K0.0%+306.8%0.011%
8/15/2025Bridgeway Capital Management LLC336,704$3.32M0.1%+1.6%1.299%
8/15/2025Bank of America Corp DE11,664$115K0.0%+86.1%0.045%
8/15/2025Ameriprise Financial Inc.467,818$4.61M0.0%+0.4%1.805%
8/14/2025Jane Street Group LLC21,331$210K0.0%-64.4%0.082%
8/14/2025Raymond James Financial Inc.151,688$1.49M0.0%+1,404.7%0.585%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,049$79K0.0%N/A0.031%
8/13/2025Marshall Wace LLP28,735$283K0.0%+33.7%0.111%
8/13/2025Invesco Ltd.12,857$127K0.0%N/A0.050%
8/13/2025M3F Inc.2,122,425$20.91M5.9%+5.2%8.187%
8/13/2025Arrowstreet Capital Limited Partnership58,026$572K0.0%-12.3%0.224%
8/13/2025Panagora Asset Management Inc.10,784$106K0.0%N/A0.042%
8/13/2025New York State Common Retirement Fund10,600$104K0.0%N/A0.041%
8/12/2025JPMorgan Chase & Co.13,981$138K0.0%+16,157.0%0.054%
8/8/2025Police & Firemen s Retirement System of New Jersey2,998$30K0.0%N/A0.012%
8/8/2025Geode Capital Management LLC308,665$3.04M0.0%+134.4%1.191%
8/6/2025Soltis Investment Advisors LLC2,551,096$25.13M2.0%-0.6%9.842%
7/28/2025Ritholtz Wealth Management43,527$429K0.0%+11.7%0.168%
6/27/2025Goldman 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%
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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%
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%


SNFCA Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 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 52 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), Ameriprise Financial Inc. ($103.22K), and Dimensional Fund Advisors LP ($100.25K).

Institutional investors have bought a total of 1,051,567 shares in the last 24 months. This purchase volume represents approximately $8.91M in transactions.

Of the 17 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: Renaissance Technologies LLC ($50.05K), Arrowstreet Capital Limited Partnership ($44.26K), Bridgeway Capital Management LLC ($41.75K), Squarepoint Ops LLC ($35.76K), M3F Inc. ($35K), Millennium Management LLC ($27.11K), and O Shaughnessy Asset Management LLC ($26.27K).

Institutional investors have sold a total of 377,553 shares in the last 24 months. This volume of shares sold represents approximately $3.25M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SNFCA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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