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Security National Financial (SNFCA) Institutional Ownership

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$8.41 -0.07 (-0.83%)
Closing price 08/1/2025 04:00 PM Eastern
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$8.41 0.00 (0.00%)
As of 08/1/2025 04:10 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)
33
Total
Institutional Inflows
(last 12 months)
$10.32M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.88M
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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
7/28/2025 Ritholtz 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%
4/28/2025 Physician Wealth Advisors Inc.53,483$647K0.1%+73.9%0.217%
4/17/2025 Ritholtz 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%
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%
2/14/2025Dimensional Fund Advisors LP673,379$8.10M0.0%+6.1%2.775%
2/13/2025Marshall Wace LLP35,833$431K0.0%+42.4%0.148%
2/13/2025Barclays PLC43,881$528K0.0%+3.3%0.181%
2/13/2025Townsquare Capital LLC41,291$497K0.0%-64.5%0.170%
2/13/2025Renaissance Technologies LLC285,606$3.44M0.0%-10.9%1.177%
2/12/2025Geode Capital Management LLC130,361$1.57M0.0%-1.6%0.537%
2/12/2025O Shaughnessy Asset Management LLC93,682$1.13M0.0%+42.6%0.386%
2/12/2025 Physician Wealth Advisors Inc.30,753$370K0.1%-4.8%0.127%
2/12/2025Arrowstreet Capital Limited Partnership74,029$891K0.0%-13.7%0.305%
2/11/2025Hillsdale Investment Management Inc.19,600$236K0.0%N/A0.081%
2/10/2025 Farther Finance Advisors LLC6,078$73K0.0%N/A0.025%
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1/29/2025Soltis Investment Advisors LLC2,623,831$31.57M2.9%-7.0%10.811%
1/28/2025Empowered Funds LLC52,402$630K0.0%+4.9%0.216%
1/17/2025 Janney Montgomery Scott LLC71,120$856K0.0%-1.3%0.293%
1/15/2025 Ritholtz Wealth Management40,734$490K0.0%+58.8%0.168%
12/26/2024JPMorgan Chase & Co.6,368$59K0.0%+1,673.8%0.026%
11/19/2024Barclays PLC42,486$391K0.0%+28.4%0.175%
11/18/2024Soltis Investment Advisors LLC2,820,948$25.95M2.5%+1.0%11.648%
11/16/2024Geode Capital Management LLC132,414$1.22M0.0%+0.8%0.547%
11/15/2024Barclays PLC42,486$391K0.0%+28.4%0.175%
11/15/2024EP Wealth Advisors LLC60,825$560K0.0%+5.0%0.251%
11/15/2024Jane Street Group LLC40,931$377K0.0%+28.5%0.169%
11/15/2024State Street Corp51,163$471K0.0%+5.0%0.211%
11/15/2024RBF Capital LLC296,531$2.73M0.1%+5.9%1.224%
11/15/2024Point72 Asia Singapore Pte. Ltd.14,213$131K0.0%+10.3%0.059%
11/13/2024Townsquare Capital LLC116,291$1.07M0.0%+5.0%0.480%
11/6/2024Empowered Funds LLC49,961$460K0.0%+10.6%0.206%
10/10/2024 Ritholtz Wealth Management25,647$236K0.0%+77.0%0.106%
9/16/2024Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/15/2024Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/14/2024Marshall Wace LLP13,311$106K0.0%N/A0.055%
8/12/2024LHM Inc.190,910$1.53M0.6%-76.8%0.790%
8/12/2024Hsbc Holdings PLC25,698$198K0.0%N/A0.106%
8/9/2024Renaissance Technologies LLC291,553$2.33M0.0%+43.8%1.206%
8/9/2024Dimensional Fund Advisors LP550,809$4.40M0.0%+10.3%2.278%
8/6/2024Los Angeles Capital Management LLC16,376$131K0.0%-44.0%0.068%
8/1/2024 Ritholtz Wealth Management14,487$116K0.0%-14.2%0.060%
7/17/2024 Physician Wealth Advisors Inc.32,296$251K0.0%+5.0%0.134%
5/29/2024Soltis Investment Advisors LLC2,917,170$23.08M2.6%-0.5%12.667%
5/14/2024Carlson Capital L P220,048$1.74M0.1%+4.1%0.956%
5/13/2024O Shaughnessy Asset Management LLC49,879$395K0.0%+58.4%0.217%
5/11/2024Hillsdale Investment Management Inc.22,300$176K0.0%+45.8%0.097%
5/10/2024Acadian Asset Management LLC5,417$42K0.0%-23.7%0.024%
5/10/2024Vanguard Group Inc.609,575$4.82M0.0%+1.2%2.648%
5/7/2024Empowered Funds LLC41,919$332K0.0%+8.1%0.182%
5/1/2024 Janney Montgomery Scott LLC64,798$513K0.0%+9.3%0.281%
5/1/2024BNP Paribas Financial Markets10,695$85K0.0%+171.7%0.046%
2/28/2024EP Wealth Advisors LLC57,929$521K0.0%N/A0.252%
2/9/2024Verdad Advisers LP26,865$242K0.5%N/A0.117%
2/9/2024Hillsdale Investment Management Inc.15,300$138K0.0%N/A0.067%
2/8/2024Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%
2/8/2024 Janney Montgomery Scott LLC59,306$534K0.0%+17.9%0.258%
2/6/2024AJOVista LLC5,564$50K0.1%N/A0.024%
1/26/2024Soltis Investment Advisors LLC2,933,195$26.40M3.0%N/A12.764%
1/23/2024 Physician Wealth Advisors Inc.30,758$262K0.1%-11.6%0.134%
11/14/2023O Shaughnessy Asset Management LLC31,407$246K0.0%+102.5%0.137%
11/13/2023Acadian Asset Management LLC12,289$96K0.0%N/A0.054%
11/8/2023 Janney Montgomery Scott LLC50,314$394K0.0%N/A0.220%
11/7/2023New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%
11/7/2023Barclays PLC31,184$245K0.0%+4.6%0.136%
11/6/2023Los Angeles Capital Management LLC29,240$229K0.0%N/A0.128%
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10/27/2023 Allspring Global Investments Holdings LLC4,368$34K0.0%N/A0.019%
10/24/2023Bailard Inc.12,772$100K0.0%N/A0.056%
10/24/2023Bank of New York Mellon Corp40,535$318K0.0%+6.5%0.177%
10/13/2023 Ritholtz Wealth Management14,180$111K0.0%N/A0.062%
10/10/2023 Physician Wealth Advisors Inc.34,780$272K0.1%+5.0%0.152%
8/11/2023O Shaughnessy Asset Management LLC15,508$138K0.0%N/A0.068%
8/10/2023Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%
8/9/2023Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%
8/4/2023American International Group Inc.5,726$51K0.0%N/A0.025%
7/27/2023EA Series Trust30,923$274K0.0%N/A0.135%
(Data available from 1/1/2016 forward)

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. ($24.40M), LHM Inc. ($9.45M), Dimensional Fund Advisors LP ($8.10M), Vanguard Group Inc. ($4.82M), Bridgeway Capital Management LLC ($4.01M), and RBF Capital LLC ($3.55M).Learn more on Security National Financial's institutional investors.

What percentage of Security National Financial's stock is owned by institutional investors?

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

Which institutional investors have been buying Security National Financial's stock?

Of the 45 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: 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 952,046 shares in the last 24 months. This purchase volume represents approximately $10.32M in transactions.

Which of Security National Financial's major shareholders have been selling company stock?

Of the 15 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: LHM Inc. ($714.11K), Soltis Investment Advisors LLC ($197.12K), Townsquare Capital LLC ($75K), M3F Inc. ($36.14K), Renaissance Technologies LLC ($35.10K), Jane Street Group LLC ($18.40K), and Los Angeles Capital Management LLC ($12.86K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 1,120,012 shares in the last 24 months. This volume of shares sold represents approximately $10.88M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 8/2/2025 by MarketBeat.com Staff
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