Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SNFCA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 936K | $8.9M | +1.9% | 4.398% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 794K | $7.5M | +3.3% | 3.727% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 752K | $7.1M | — | 3.533% | 0.00% |
| 4 | AMERIPRISE FINANCIAL INC | 731K | $6.9M | +13.0% | 3.431% | 0.00% |
| 5 | LHM, INC. | 718K | $6.8M | -0.1% | 3.370% | 2.68% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 384K | $3.6M | +2.8% | 1.805% | 0.00% |
| 7 | Veradace Capital Management LLC | 353K | $3.3M | 0.0% | 1.658% | 2.98% |
| 8 | RBF Capital, LLC | 304K | $2.9M | 0.0% | 1.426% | 0.15% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 279K | $2.6M | -13.1% | 1.309% | 0.05% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 203K | $1.9M | -4.0% | 0.955% | 0.00% |
| 11 | STATE STREET CORP | 172K | $1.6M | +10.0% | 0.810% | 0.00% |
| 12 | Gem Investment Advisors, LLC | 158K | $1.5M | — | 0.743% | 0.72% |
| 13 | NORTHERN TRUST CORP | 144K | $1.4M | +4.3% | 0.677% | 0.00% |
| 14 | RAYMOND JAMES FINANCIAL INC | 133K | $1.3M | -17.5% | 0.627% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 125K | $1.2M | — | 0.586% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 115K | $1.1M | -24.8% | 0.540% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 94K | $894K | — | 0.443% | 0.00% |
| 18 | Empowered Funds, LLC | 91K | $861K | +10.2% | 0.427% | 0.01% |
| 19 | EP Wealth Advisors, LLC | 64K | $606K | +0.0% | 0.300% | 0.00% |
| 20 | Verdad Advisers, LP | 60K | $569K | -25.7% | 0.282% | 0.64% |
| 21 | UMA Financial Services, Inc. | 52K | $497K | 0.0% | 0.246% | 0.07% |
| 22 | CITADEL ADVISORS LLC | 50K | $477K | +45.3% | 0.236% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44K | $421K | -4.3% | 0.209% | 0.00% |
| 24 | BARCLAYS PLC | 40K | $383K | -34.9% | 0.190% | 0.00% |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | 39K | $372K | 0.0% | 0.184% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SNFCA — a direct measure of their conviction.
Filings activity in SNFCA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 77 | +8.5% | 33.66% | 8.65 pp | $69M | 20% |
| Q4 2025 | 71 | +6.0% | 42.31% | +3.58 pp | $86M | +9.2% |
| Q3 2025 | 67 | +3.1% | 38.73% | 2.33 pp | $79M | 5.7% |
| Q2 2025 | 65 | +4.8% | 41.06% | 5.45 pp | $84M | 12% |
| Q1 2025 | 62 | +5.1% | 46.51% | +0.06 pp | $95M | +0.1% |
| Q4 2024 | 59 | +11% | 46.45% | +11.19 pp | $95M | +32% |
| Q3 2024 | 53 | 8.6% | 35.26% | +5.04 pp | $72M | +17% |
| Q2 2024 | 58 | — | 30.22% | — | $62M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SNFCA stock.
Based on Q1 2026 13F filings, institutional ownership of Security National Financial Corporation stands at 33.7%, held across 77 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SNFCA, with approximately 936,413 shares worth $0.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SNFCA, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SNFCA is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in SNFCA during Q1 2026, while 10 fully exited. 44 added to existing positions and 15 trimmed.
SNFCA institutional ownership fell by 8.65 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 75.3% of all reported 13F value in SNFCA, and the top 25 account for 94.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Security National Financial Corporation (SNFCA) Institutional Ownership