Security National Financial (SNFCA) Institutional Ownership

$12.16 -0.46 (-3.61%)

As of 03/28/2025 04:00 PM Eastern

Current Institutional Ownership Percentage: 45.58%
Number of Institutional Buyers (last 12 months): 33
Total Institutional Inflows (last 12 months): $9.02M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $9.72M

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SNFCA Institutional Buying and Selling by Quarter

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Security National Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/27/2025	Jefferies Financial Group Inc.	13,614	$164K	0.0%	+15.4%	0.056%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	15,213	$183K	0.0%	+7.0%	0.063%
2/17/2025	Millennium Management LLC	121,907	$1.47M	0.0%	+49.1%	0.502%
2/17/2025	Jefferies Financial Group Inc.	13,614	$164K	0.0%	+15.4%	0.056%
2/17/2025	Cubist Systematic Strategies LLC	7,217	$87K	0.0%	+203.9%	0.030%
2/17/2025	Bridgeway Capital Management LLC	335,850	$4.04M	0.1%	-1.6%	1.384%
2/17/2025	Bank of America Corp DE	17,226	$207K	0.0%	+31.8%	0.071%
2/17/2025	683 Capital Management LLC	29,399	$354K	0.0%	N/A	0.121%
2/14/2025	Jane Street Group LLC	78,257	$941K	0.0%	+91.2%	0.322%
2/14/2025	Schonfeld Strategic Advisors LLC	28,453	$342K	0.0%	N/A	0.117%
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2/14/2025	Northern Trust Corp	45,855	$552K	0.0%	+6.4%	0.189%
2/14/2025	RBF Capital LLC	294,928	$3.55M	0.2%	-0.5%	1.215%
2/14/2025	Susquehanna International Group LLP	237,691	$2.86M	0.0%	+962.3%	0.979%
2/14/2025	Tower Research Capital LLC TRC	3,885	$47K	0.0%	+795.2%	0.016%
2/14/2025	M3F Inc.	2,013,862	$24.23M	7.0%	-1.8%	8.298%
2/14/2025	Dimensional Fund Advisors LP	673,379	$8.10M	0.0%	+6.1%	2.775%
2/13/2025	Marshall Wace LLP	35,833	$431K	0.0%	+42.4%	0.148%
2/13/2025	Barclays PLC	43,881	$528K	0.0%	+3.3%	0.181%
2/13/2025	Townsquare Capital LLC	41,291	$497K	0.0%	-64.5%	0.170%
2/13/2025	Renaissance Technologies LLC	285,606	$3.44M	0.0%	-10.9%	1.177%
2/12/2025	Geode Capital Management LLC	130,361	$1.57M	0.0%	-1.6%	0.537%
2/12/2025	O Shaughnessy Asset Management LLC	93,682	$1.13M	0.0%	+42.6%	0.386%
2/12/2025	Physician Wealth Advisors Inc.	30,753	$370K	0.1%	-4.8%	0.127%
2/12/2025	Arrowstreet Capital Limited Partnership	74,029	$891K	0.0%	-13.7%	0.305%
2/11/2025	Hillsdale Investment Management Inc.	19,600	$236K	0.0%	N/A	0.081%
2/10/2025	Farther Finance Advisors LLC	6,078	$73K	0.0%	N/A	0.025%
1/29/2025	Soltis Investment Advisors LLC	2,623,831	$31.57M	2.9%	-7.0%	10.811%
1/28/2025	Empowered Funds LLC	52,402	$630K	0.0%	+4.9%	0.216%
1/17/2025	Janney Montgomery Scott LLC	71,120	$856K	0.0%	-1.3%	0.293%
1/15/2025	Ritholtz Wealth Management	40,734	$490K	0.0%	+58.8%	0.168%
12/26/2024	JPMorgan Chase & Co.	6,368	$59K	0.0%	+1,673.8%	0.026%
11/19/2024	Barclays PLC	42,486	$391K	0.0%	+28.4%	0.175%
11/18/2024	Soltis Investment Advisors LLC	2,820,948	$25.95M	2.5%	+1.0%	11.648%
11/16/2024	Geode Capital Management LLC	132,414	$1.22M	0.0%	+0.8%	0.547%
11/15/2024	Barclays PLC	42,486	$391K	0.0%	+28.4%	0.175%
11/15/2024	EP Wealth Advisors LLC	60,825	$560K	0.0%	+5.0%	0.251%
11/15/2024	Jane Street Group LLC	40,931	$377K	0.0%	+28.5%	0.169%
11/15/2024	State Street Corp	51,163	$471K	0.0%	+5.0%	0.211%
11/15/2024	RBF Capital LLC	296,531	$2.73M	0.1%	+5.9%	1.224%
11/15/2024	Point72 Asia Singapore Pte. Ltd.	14,213	$131K	0.0%	+10.3%	0.059%
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11/13/2024	Townsquare Capital LLC	116,291	$1.07M	0.0%	+5.0%	0.480%
11/6/2024	Empowered Funds LLC	49,961	$460K	0.0%	+10.6%	0.206%
10/10/2024	Ritholtz Wealth Management	25,647	$236K	0.0%	+77.0%	0.106%
9/16/2024	Point72 Asia Singapore Pte. Ltd.	12,891	$103K	0.0%	N/A	0.053%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	12,891	$103K	0.0%	N/A	0.053%
8/14/2024	Marshall Wace LLP	13,311	$106K	0.0%	N/A	0.055%
8/12/2024	LHM Inc.	190,910	$1.53M	0.6%	-76.8%	0.790%
8/12/2024	Hsbc Holdings PLC	25,698	$198K	0.0%	N/A	0.106%
8/9/2024	Renaissance Technologies LLC	291,553	$2.33M	0.0%	+43.8%	1.206%
8/9/2024	Dimensional Fund Advisors LP	550,809	$4.40M	0.0%	+10.3%	2.278%
8/6/2024	Los Angeles Capital Management LLC	16,376	$131K	0.0%	-44.0%	0.068%
8/1/2024	Ritholtz Wealth Management	14,487	$116K	0.0%	-14.2%	0.060%
7/17/2024	Physician Wealth Advisors Inc.	32,296	$251K	0.0%	+5.0%	0.134%
5/29/2024	Soltis Investment Advisors LLC	2,917,170	$23.08M	2.6%	-0.5%	12.667%
5/14/2024	Carlson Capital L P	220,048	$1.74M	0.1%	+4.1%	0.956%
5/13/2024	O Shaughnessy Asset Management LLC	49,879	$395K	0.0%	+58.4%	0.217%
5/11/2024	Hillsdale Investment Management Inc.	22,300	$176K	0.0%	+45.8%	0.097%
5/10/2024	Acadian Asset Management LLC	5,417	$42K	0.0%	-23.7%	0.024%
5/10/2024	Vanguard Group Inc.	609,575	$4.82M	0.0%	+1.2%	2.648%
5/7/2024	Empowered Funds LLC	41,919	$332K	0.0%	+8.1%	0.182%
5/1/2024	Janney Montgomery Scott LLC	64,798	$513K	0.0%	+9.3%	0.281%
5/1/2024	BNP Paribas Financial Markets	10,695	$85K	0.0%	+171.7%	0.046%
2/28/2024	EP Wealth Advisors LLC	57,929	$521K	0.0%	N/A	0.252%
2/9/2024	Verdad Advisers LP	26,865	$242K	0.5%	N/A	0.117%
2/9/2024	Hillsdale Investment Management Inc.	15,300	$138K	0.0%	N/A	0.067%
2/8/2024	Panagora Asset Management Inc.	10,269	$92K	0.0%	N/A	0.045%
2/8/2024	Janney Montgomery Scott LLC	59,306	$534K	0.0%	+17.9%	0.258%
2/6/2024	AJOVista LLC	5,564	$50K	0.1%	N/A	0.024%
1/26/2024	Soltis Investment Advisors LLC	2,933,195	$26.40M	3.0%	N/A	12.764%
1/23/2024	Physician Wealth Advisors Inc.	30,758	$262K	0.1%	-11.6%	0.134%
11/14/2023	O Shaughnessy Asset Management LLC	31,407	$246K	0.0%	+102.5%	0.137%
11/13/2023	Acadian Asset Management LLC	12,289	$96K	0.0%	N/A	0.054%
11/8/2023	Janney Montgomery Scott LLC	50,314	$394K	0.0%	N/A	0.220%
11/7/2023	New York State Common Retirement Fund	4,833	$38K	0.0%	-57.6%	0.021%
11/7/2023	Barclays PLC	31,184	$245K	0.0%	+4.6%	0.136%
11/6/2023	Los Angeles Capital Management LLC	29,240	$229K	0.0%	N/A	0.128%
10/27/2023	Allspring Global Investments Holdings LLC	4,368	$34K	0.0%	N/A	0.019%
10/24/2023	Bailard Inc.	12,772	$100K	0.0%	N/A	0.056%
10/24/2023	Bank of New York Mellon Corp	40,535	$318K	0.0%	+6.5%	0.177%
10/13/2023	Ritholtz Wealth Management	14,180	$111K	0.0%	N/A	0.062%
10/10/2023	Physician Wealth Advisors Inc.	34,780	$272K	0.1%	+5.0%	0.152%
8/11/2023	O Shaughnessy Asset Management LLC	15,508	$138K	0.0%	N/A	0.068%
8/10/2023	Carlson Capital L P	270,000	$2.40M	0.2%	-12.9%	1.182%
8/9/2023	Soltis Investment Advisors LLC	3,006,872	$26.67M	3.1%	+2.2%	13.159%
8/4/2023	American International Group Inc.	5,726	$51K	0.0%	N/A	0.025%
7/27/2023	EA Series Trust	30,923	$274K	0.0%	N/A	0.135%
5/12/2023	Verdad Advisers LP	11,678	$73K	0.1%	-85.4%	0.054%
5/3/2023	Soltis Investment Advisors LLC	2,942,468	$18.33M	2.3%	-2.4%	13.562%
5/2/2023	Acuitas Investments LLC	19,400	$121K	0.1%	N/A	0.089%
2/13/2023	Verdad Advisers LP	80,000	$584K	0.6%	-30.7%	0.370%
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2/10/2023	M3F Inc.	1,862,553	$13.60M	4.2%	-0.5%	8.619%
2/9/2023	Soltis Investment Advisors LLC	3,013,634	$22M	2.9%	-1.1%	13.946%
11/15/2022	M3F Inc.	1,870,977	$11.88M	4.2%	+0.4%	8.658%
11/15/2022	Carlson Capital L P	223,319	$1.42M	0.1%	+25.2%	1.033%
11/14/2022	Soltis Investment Advisors LLC	3,046,327	$19.34M	2.9%	+4.7%	14.099%
11/14/2022	Verdad Advisers LP	115,452	$733K	1.1%	-21.5%	0.534%
8/15/2022	M3F Inc.	1,862,889	$15.76M	5.1%	+6.2%	8.626%
8/11/2022	O Shaughnessy Asset Management LLC	12,550	$106K	0.0%	N/A	0.058%
8/11/2022	Soltis Investment Advisors LLC	2,909,130	$24.61M	3.6%	-0.6%	13.468%
8/2/2022	UMA Financial Services Inc.	33,124	$262K	0.1%	+5.0%	0.153%

(Data available from 1/1/2016 forward)

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SNFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SNFCA shares?: During the previous two years, 49 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. ($24.23M), Dimensional Fund Advisors LP ($8.10M), Vanguard Group Inc. ($4.82M), Bridgeway Capital Management LLC ($4.04M), RBF Capital LLC ($3.55M), and Renaissance Technologies LLC ($3.44M).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 44 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 4,203,011 shares in the last 24 months. This purchase volume represents approximately $38.83M in transactions.
Which Security National Financial major shareholders have been selling company stock?: Of the 17 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. ($631.62K), Soltis Investment Advisors LLC ($284.31K), Townsquare Capital LLC ($75K), Verdad Advisers LP ($68.32K), Carlson Capital L P ($40K), M3F Inc. ($36.14K), and Renaissance Technologies LLC ($35.10K).
How much institutional selling is happening at Security National Financial?: Institutional investors have sold a total of 1,221,192 shares in the last 24 months. This volume of shares sold represents approximately $11.03M in transactions.

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This page (NASDAQ:SNFCA) was last updated on 3/30/2025 by MarketBeat.com Staff

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Security National Financial (SNFCA) Institutional Ownership

SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

SNFCA Institutional Ownership - Frequently Asked Questions

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Security National Financial (SNFCA) Institutional Ownership

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

SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

SNFCA Institutional Ownership - Frequently Asked Questions

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