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Security National Financial (SNFCA) Institutional Ownership

Security National Financial logo
$9.37 +0.02 (+0.21%)
As of 05/26/2026 04:00 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)
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
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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
5/19/2026 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%
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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%
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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.


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This page (NASDAQ:SNFCA) was last updated on 5/27/2026 by MarketBeat.com Staff.
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