DaveManuel.com · Institutional Ownership · Who Owns It
SECURITY NATL FINL CORP (SNFCA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
77
Reporting holders
$90.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| M3F, Inc. | $20.4M | 2,108,648 | 4.84% | 31q | -4.1%-$872.1K |
| BlackRock, Inc. | $9.8M | 1,013,364 | 0.00% | 8q | +8.2%+$745.7K |
| DIMENSIONAL FUND ADVISORS LP | $8.2M | 845,357 | 0.00% | 31q | +6.5%+$502.0K |
| AMERIPRISE FINANCIAL INC | $8.0M | 823,770 | 0.00% | 9q | +12.8%+$903.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.2M | 746,134 | 0.00% | 2q | -0.8%-$57.8K |
| LHM, INC. | $5.5M | 601,188 | 1.89% | 11q | -16.2%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 410,426 | 0.00% | 31q | +6.8%+$253.2K |
| Veradace Capital Management LLC | $3.4M | 353,055 | 2.58% | 3q | HELD |
| RBF Capital, LLC | $2.9M | 303,534 | 0.12% | 9q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.7M | 276,371 | 0.05% | 31q | -0.9%-$23.0K |
| STATE STREET CORP | $1.9M | 194,578 | 0.00% | 25q | +12.8%+$214.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.9M | 193,740 | 0.00% | 31q | -4.7%-$92.1K |
| Gem Investment Advisors, LLC | $1.5M | 158,171 | 0.94% | 3q | HELD |
| NORTHERN TRUST CORP | $1.4M | 144,319 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 112,877 | 0.00% | 2q | -9.5%-$114.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0M | 107,056 | 0.00% | 2q | +13.5%+$123.1K |
| Empowered Funds, LLC | $946.6K | 97,684 | 0.00% | 2q | +7.5%+$66.1K |
| GOLDMAN SACHS GROUP INC | $904.7K | 93,367 | 0.00% | 23q | -18.8%-$209.5K |
| EP Wealth Advisors, LLC | $619.1K | 63,892 | 0.00% | 10q | HELD |
| Verdad Advisers, LP | $581.4K | 60,000 | 0.56% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $520.2K | 53,687 | 0.00% | 2q | +143.6%+$306.7K |
| Physician Wealth Advisors, Inc. | $507.5K | 52,376 | 0.06% | 18q | HELD |
| CITADEL ADVISORS LLC | $466.8K | 48,173 | 0.00% | 5q | -4.2%-$20.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $452.7K | 46,717 | 0.00% | 5q | +5.1%+$21.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $380.7K | 39,291 | 0.01% | 5q | HELD |
| BARCLAYS PLC | $377.2K | 38,924 | 0.00% | 25q | -3.5%-$13.8K |
| Bank of New York Mellon Corp | $369.0K | 38,080 | 0.00% | 5q | +2.2%+$8.0K |
| PANAGORA ASSET MANAGEMENT INC | $322.6K | 33,293 | 0.00% | new | NEW |
| MORGAN STANLEY | $310.7K | 32,067 | 0.00% | 25q | +8.0%+$23.0K |
| Nuveen, LLC | $251.0K | 25,901 | 0.00% | 5q | +16.3%+$35.3K |
| MILLENNIUM MANAGEMENT LLC | $202.0K | 20,842 | 0.00% | 11q | +0.5%+$1.0K |
| Lunt Capital Management, Inc. | $192.3K | 19,841 | 0.07% | 9q | +10.4%+$18.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $185.4K | 19,129 | 0.00% | 13q | -25.2%-$62.5K |
| BANK OF AMERICA CORP /DE/ | $160.0K | 16,515 | 0.00% | 25q | -19.4%-$38.5K |
| Squarepoint Ops LLC | $148.5K | 15,330 | 0.00% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $142.4K | 14,699 | 0.00% | 12q | -29.6%-$60.0K |
| Invesco Ltd. | $134.5K | 13,880 | 0.00% | 5q | -19.1%-$31.8K |
| WELLS FARGO & COMPANY/MN | $131.1K | 13,525 | 0.00% | 25q | +116.0%+$70.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $117.0K | 12,016 | 0.00% | 2q | HELD |
| DEUTSCHE BANK AG\ | $116.2K | 11,994 | 0.00% | 4q | -32.4%-$55.8K |
| RHUMBLINE ADVISERS | $106.0K | 10,940 | 0.00% | 13q | -1.6%-$1.7K |
| Russell Investments Group, Ltd. | $101.4K | 10,462 | 0.00% | 8q | +266.6%+$73.7K |
| Callan Family Office, LLC | $97.2K | 10,026 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $82.4K | 8,505 | 0.00% | 5q | HELD |
| CITIGROUP INC | $71.7K | 7,399 | 0.00% | 15q | +878.7%+$64.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71.4K | 7,371 | 0.00% | 5q | -2.7%-$2.0K |
| JPMORGAN CHASE & CO | $66.5K | 6,793 | 0.00% | 19q | HELD |
| UBS Group AG | $66.1K | 6,820 | 0.00% | 13q | -37.1%-$39.1K |
| Farther Finance Advisors, LLC | $62.0K | 6,400 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $60.5K | 6,244 | 0.00% | 2q | HELD |
| FMR LLC | $52.0K | 5,364 | 0.00% | 13q | +26.7%+$10.9K |
| Police & Firemen's Retirement System of New Jersey | $30.5K | 3,147 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $29.2K | 3,015 | 0.00% | 25q | -18.8%-$6.8K |
| Tower Research Capital LLC (TRC) | $24.4K | 2,518 | 0.00% | 4q | -34.0%-$12.6K |
| ROYAL BANK OF CANADA | $23.0K | 2,341 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $15.3K | 1,578 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $13.5K | 1,390 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $7.3K | 757 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $6.9K | 698 | 0.00% | 2q | HELD |
| Sterling Capital Management LLC | $2.9K | 304 | 0.00% | 5q | -43.5%-$2.3K |
| GAMMA Investing LLC | $2.6K | 270 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $2.3K | 240 | 0.00% | 2q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.1K | 220 | 0.00% | 5q | -75.0%-$6.4K |
| IFP Advisors, Inc | $1.7K | 178 | 0.00% | 7q | +23.6% |
| Quarry LP | $1.5K | 150 | 0.00% | new | NEW |
| Allworth Financial LP | $1.1K | 109 | 0.00% | 3q | +186.8% |
| EverSource Wealth Advisors, LLC | $1.0K | 107 | 0.00% | 4q | +23.0% |
| Essential Partners LLC | $795 | 82 | 0.00% | 4q | +17.1% |
| ROTHSCHILD INVESTMENT LLC | $533 | 55 | 0.00% | 4q | +31.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $388 | 40 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $339 | 35 | 0.00% | 2q | +52.2% |
| True Wealth Design, LLC | $175 | 18 | 0.00% | 2q | +260.0% |
| Wealth Enhancement Trust Services, Inc. | $19 | 2 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $10 | 1 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $10 | 1 | 0.00% | 7q | HELD |
| SJS Investment Consulting Inc. | $10 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 49 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $20.1M | 2,315,360 | 2 | 6 | 4 | 0.0% |
| Q2 2026 | 77 | $90.6M | 9,377,441 | 8 | 25 | 21 | 0.0% |
| Q1 2026 | 79 | $89.6M | 9,449,170 | 10 | 26 | 23 | 0.0% |
| Q4 2025 | 72 | $86.7M | 9,617,851 | 9 | 25 | 22 | 0.0% |
| Q3 2025 | 69 | $98.6M | 11,369,626 | 13 | 38 | 17 | 0.0% |
| Q2 2025 | 63 | $106.7M | 10,835,216 | 16 | 21 | 13 | 0.0% |
| Q1 2025 | 61 | $121.8M | 10,067,070 | 6 | 15 | 25 | 0.0% |
| Q4 2024 | 59 | $120.5M | 10,016,543 | 9 | 23 | 15 | 0.0% |
| Q3 2024 | 52 | $91.9M | 9,980,919 | 6 | 32 | 10 | 0.0% |
| Q2 2024 | 55 | $76.5M | 9,579,558 | 14 | 10 | 25 | 0.0% |
| Q1 2024 | 55 | $78.8M | 9,975,242 | 5 | 21 | 17 | 0.0% |
| Q4 2023 | 55 | $86.1M | 9,565,602 | 12 | 20 | 10 | 0.0% |
| Q3 2023 | 43 | $42.4M | 5,412,981 | 7 | 27 | 7 | 0.0% |
| Q2 2023 | 38 | $70.6M | 7,961,874 | 15 | 16 | 4 | 0.0% |
| Q1 2023 | 29 | $44.2M | 7,099,584 | 3 | 6 | 7 | 0.0% |
| Q4 2022 | 28 | $52.3M | 7,161,569 | 2 | 5 | 10 | 0.0% |
| Q3 2022 | 26 | $45.4M | 7,145,379 | 2 | 8 | 9 | 0.0% |
| Q2 2022 | 25 | $59.7M | 7,056,853 | 2 | 14 | 8 | 0.0% |
| Q1 2022 | 24 | $68.3M | 6,831,003 | 2 | 6 | 9 | 0.0% |
| Q4 2021 | 25 | $62.9M | 6,835,990 | 3 | 8 | 8 | 0.0% |
| Q3 2021 | 27 | $56.9M | 6,917,524 | 1 | 17 | 9 | 0.0% |
| Q2 2021 | 34 | $57.0M | 6,509,102 | 7 | 7 | 18 | 0.0% |
| Q1 2021 | 43 | $66.7M | 7,130,010 | 3 | 16 | 13 | 0.0% |
| Q4 2020 | 42 | $55.3M | 6,620,486 | 7 | 20 | 8 | 0.0% |
| Q3 2020 | 38 | $39.9M | 6,235,710 | 5 | 21 | 10 | 0.0% |
| Q2 2020 | 37 | $38.7M | 5,734,472 | 21 | 9 | 1 | 0.0% |
| Q1 2020 | 18 | $20.4M | 4,783,893 | 1 | 14 | 3 | 0.0% |
| Q4 2019 | 20 | $27.0M | 4,610,579 | 1 | 3 | 6 | 0.0% |
| Q3 2019 | 22 | $12.8M | 2,591,582 | 4 | 3 | 6 | 0.0% |
| Q2 2019 | 20 | $12.7M | 2,532,878 | 0 | 6 | 5 | 0.0% |
| Q1 2019 | 22 | $9.9M | 2,096,693 | 2 | 16 | 4 | 0.0% |
| Q4 2018 | 22 | $217.2M | 42,167,299 | 0 | 2 | 0 | 0.0% |