Security National Financial SNFCA Institutional Ownership

NASDAQ SNFCA

$8.70 -0.10 (-1.14%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

78 Institutions

Increased 38 48.7%

Unchanged 18 23.1%

Reduced 22 28.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

37.80%

▼-0.28 pp QoQ

Shares Held by Institutions

9.84Mn

of 26.04Mn outstanding

▲+1.75% QoQ

Shares Outstanding

26.04Mn

16.20Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+169.18K

accumulated since last quarter

Value of Holdings

$86.61Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Security National Financial Corp (NASDAQ:SNFCA) has 78 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 37.8% of outstanding shares in June 2026, down from 38.1% in March 2026.
They increased total shares held in SNFCA by 1.75% quarter over quarter, and investors in Security National Financial increased 25.81% from a year ago.
Activity in SNFCA broke down as 38 buyers, 22 sellers, and 18 unchanged among 78 total holders.
Institutional investors collectively held 9.84Mn shares in Security National Financial as of June 2026, up by 169.18K shares quarter on quarter, and down 1.44Mn shares year over year.
As of June 30, 2026, the biggest holder of Security National Financial is M3F, Inc. at 2.21Mn shares, representing 8.5% of shares outstanding.
Top purchasers of SNFCA stock for the quarter ending June 2026 included Ameriprise Financial Inc (97.93K), BlackRock, Inc. (80.8K), DIMENSIONAL FUND ADVISORS LP (54.39K), Sixth Street Partners Management Company, L.P. (49.05K), PANAGORA ASSET MANAGEMENT INC (34.96K).
Top sellers of SNFCA stock for the quarter ending June 2026 included LHM, INC. (122.14K), M3F, Inc. (94.5K), Goldman Sachs Group Inc (22.71K), VANGUARD FIDUCIARY TRUST CO (12.4K), RENAISSANCE TECHNOLOGIES LLC (9.98K).
Per Business Quant, the top 10 investors in SNFCA for the quarter ending June 2026 include M3F, Inc. (2.21Mn), BlackRock, Inc. (1.06Mn), DIMENSIONAL FUND ADVISORS LP (887.62K), Ameriprise Financial Inc (864.96K), VANGUARD CAPITAL MANAGEMENT LLC (783.44K), LHM, INC. (631.25K), GEODE CAPITAL MANAGEMENT, LLC (430.95K), Veradace Capital Management LLC (370.71K), RBF Capital, LLC (318.71K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (290.19K).

Form 13F Holdings

78 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.84Mn

Of outstanding 37.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	M3F, Inc.	0001511291	2,214,080	8.50%	▼94,500	-4.09%	$20.43K
2	BlackRock, Inc.	0002012383	1,064,032	4.09%	▲80,799	+8.22%	$9.82Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	887,625	3.41%	▲54,394	+6.53%	$8.19Mn
4	Ameriprise Financial Inc	0000820027	864,959	3.32%	▲97,931	+12.77%	$7.98Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	783,441	3.01%	▼6,259	-0.79%	$7.23Mn
6	LHM, INC.	0002009224	631,247	2.42%	▼122,136	-16.21%	$5.55Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	430,947	1.65%	▲27,431	+6.80%	$3.98Mn
8	Veradace Capital Management LLC	0001772351	370,708	1.42%	0	0.00%	$3.42Mn
9	RBF Capital, LLC	0001134621	318,711	1.22%	▼318,711	-50.00%	$2.94Mn
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	290,190	1.11%	▼2,494	-0.85%	$2.68Mn
11	State Street Corp	0000093751	204,307	0.78%	▲23,222	+12.82%	$1.89Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	203,427	0.78%	▼9,975	-4.67%	$1.88Mn
13	Gem Investment Advisors, LLC	0001580018	166,080	0.64%	0	0.00%	$1.53Mn
14	Northern Trust Corp	0000073124	151,535	0.58%	▲186	+0.12%	$1.40Mn
15	VANGUARD FIDUCIARY TRUST CO	0000933478	118,521	0.46%	▼12,402	-9.47%	$1.09Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	112,409	0.43%	▲13,338	+13.46%	$1.04Mn
17	Empowered Funds, LLC	0001592828	102,568	0.39%	▲7,166	+7.51%	$946.56K
18	Goldman Sachs Group Inc	0000886982	98,035	0.38%	▼22,705	-18.80%	$904.73K
19	EP Wealth Advisors, LLC	0001540569	67,087	0.26%	▲16	+0.02%	$619.11K
20	Verdad Advisers, LP	0001812822	63,000	0.24%	0	0.00%	$581.40K

Showing 1 to 20 of 78 holders