SNFCA Institutional Ownership & Shareholders
SECURITY NATL FINL CORP-CL A (SNFCA) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SNFCA tracked by InsiderSet, reporting ownership valued at approximately $9.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.61M, representing an estimated loss of -2.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed SNFCA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in SECURITY NATL FINL CORP-CL A (SNFCA).
This page ranks the largest institutional SNFCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$69.93M
Largest Holder
Blackrock, Inc.
Largest Position
$9.82M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,013,364 | $9,819,495 | $9,606,691 | -$212,804 | -2.17% | |
| Dimensional Fund Advisors Lp | 0.00% | 934,031 | $8,126,257 | $8,854,614 | +$728,357 | +8.96% | |
| Ameriprise Financial Inc | 0.00% | 823,770 | $7,982,331 | $7,809,340 | -$172,991 | -2.17% | |
| Vanguard Capital Management Llc | 0.00% | 746,134 | $7,230,038 | $7,073,350 | -$156,688 | -2.17% | |
| Lhm, Inc. | 1.89% | 601,188 | $5,548,124 | $5,699,262 | +$151,138 | +2.72% | |
| Geode Capital Management, Llc | 0.00% | 420,767 | $3,661,618 | $3,988,871 | +$327,253 | +8.94% | |
| Veradace Capital Management Llc | 2.70% | 353,055 | $3,421,103 | $3,346,961 | -$74,142 | -2.17% | |
| Rbf Capital, Llc | 0.12% | 303,534 | $2,941,244 | $2,877,502 | -$63,742 | -2.17% | |
| Bridgeway Capital Management, Llc | 0.05% | 276,371 | $2,678,035 | $2,619,997 | -$58,038 | -2.17% | |
| State Street Corp | 0.00% | 194,578 | $1,885,461 | $1,844,599 | -$40,862 | -2.17% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 193,740 | $1,877,341 | $1,836,655 | -$40,686 | -2.17% |
| Gem Investment Advisors, Llc | 0.94% | 158,171 | $1,532,677 | $1,499,461 | -$33,216 | -2.17% | |
| Northern Trust Corp | 0.00% | 144,319 | $1,398,451 | $1,368,144 | -$30,307 | -2.17% | |
| Vanguard Fiduciary Trust Co | 0.00% | 112,877 | $1,093,778 | $1,070,074 | -$23,704 | -2.17% | |
| Vanguard Portfolio Management Llc | 0.00% | 107,056 | $1,037,373 | $1,014,891 | -$22,482 | -2.17% | |
| Empowered Funds, Llc | 0.00% | 97,684 | $946,558 | $926,044 | -$20,514 | -2.17% | |
| Goldman Sachs Group Inc | 0.00% | 93,367 | $904,726 | $885,119 | -$19,607 | -2.17% | |
| Ep Wealth Advisors, Llc | 0.00% | 63,892 | $619,113 | $605,696 | -$13,417 | -2.17% | |
| Verdad Advisers, Lp | 0.56% | 60,000 | $581,400 | $568,800 | -$12,600 | -2.17% | |
| Aqr Capital Management Llc | 0.00% | 53,687 | $520,228 | $508,953 | -$11,275 | -2.17% | |
| Physician Wealth Advisors, Inc. | 0.06% | 54,995 | $478,453 | $521,353 | +$42,900 | +8.97% | |
| Citadel Advisors Llc | 0.00% | 48,173 | $466,796 | $456,680 | -$10,116 | -2.17% | |
| Charles Schwab Investment Management Inc | 0.00% | 46,717 | $452,688 | $442,877 | -$9,811 | -2.17% | |
| Barclays Plc | 0.00% | 45,058 | $392,004 | $427,150 | +$35,146 | +8.97% | |
| Bank Of New York Mellon Corp | 0.00% | 41,513 | $361,165 | $393,543 | +$32,378 | +8.96% | |
| Evergreen Capital Management Llc | 0.01% | 41,256 | $358,928 | $391,107 | +$32,179 | +8.97% | |
| Panagora Asset Management Inc | 0.00% | 33,293 | $322,609 | $315,618 | -$6,991 | -2.17% | |
| Morgan Stanley | 0.00% | 32,067 | $310,730 | $303,995 | -$6,735 | -2.17% | |
| Nuveen, Llc | 0.00% | 25,901 | $250,981 | $245,541 | -$5,440 | -2.17% | |
| Ritholtz Wealth Management | 0.00% | 23,519 | $204,612 | $222,960 | +$18,348 | +8.97% | |
| Millennium Management Llc | 0.00% | 20,842 | $201,959 | $197,582 | -$4,377 | -2.17% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 19,129 | $185,360 | $181,343 | -$4,017 | -2.17% | |
| Lunt Capital Management, Inc. | 0.06% | 19,233 | $167,327 | $182,329 | +$15,002 | +8.97% | |
| Bank Of America Corp | 0.00% | 16,515 | $160,030 | $156,562 | -$3,468 | -2.17% | |
| Squarepoint Ops Llc | 0.00% | 15,330 | $148,548 | $145,328 | -$3,220 | -2.17% | |
| Invesco Ltd. | 0.00% | 13,880 | $134,495 | $131,582 | -$2,913 | -2.17% | |
| Wells Fargo & Company/Mn | 0.00% | 13,525 | $131,054 | $128,217 | -$2,837 | -2.16% | |
| Deutsche Bank Ag\ | 0.00% | 14,135 | $122,974 | $134,000 | +$11,026 | +8.97% | |
| Price T Rowe Associates Inc | 0.00% | 12,016 | $117,000 | $113,912 | -$3,088 | -2.64% | |
| Russell Investments Group, Ltd. | 0.00% | 13,101 | $113,979 | $124,197 | +$10,218 | +8.97% | |
| Rhumbline Advisers | 0.00% | 10,940 | $106,046 | $103,711 | -$2,335 | -2.20% | |
| Callan Family Office, Llc | 0.00% | 10,026 | $97,152 | $95,046 | -$2,106 | -2.17% | |
| New York State Common Retirement Fund | 0.00% | 8,505 | $82,413 | $80,627 | -$1,786 | -2.17% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 7,371 | $71,425 | $69,877 | -$1,548 | -2.17% | |
| Jpmorgan Chase & Co | 0.00% | 6,793 | $66,503 | $64,398 | -$2,105 | -3.17% | |
| Ubs Group Ag | 0.00% | 6,820 | $66,086 | $64,654 | -$1,432 | -2.17% | |
| Vanguard Global Advisers, Llc | 0.00% | 6,244 | $60,504 | $59,193 | -$1,311 | -2.17% | |
| Farther Finance Advisors, Llc | 0.00% | 6,708 | $58,360 | $63,592 | +$5,232 | +8.96% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 3,147 | $30,494 | $29,834 | -$660 | -2.17% | |
| Bnp Paribas Financial Markets | 0.00% | 3,015 | $29,215 | $28,582 | -$633 | -2.17% |
Frequently asked questions about SNFCA
Who are the largest institutional holders of SNFCA?
The largest institutional holders of SNFCA reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Ameriprise Financial Inc, Vanguard Capital Management Llc, and Lhm, Inc.. InsiderSet ranks institutional holders by their latest reported SNFCA position.
What is SNFCA institutional ownership?
This page tracks SNFCA positions reported by institutional investment managers through SEC Form 13F. SECURITY NATL FINL CORP-CL A (SNFCA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SNFCA?
InsiderSet currently tracks 80 institutional managers reporting SNFCA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SNFCA shareholders.
How much SNFCA stock do institutions own?
Institutional investment managers disclosed approximately $69.93M in SNFCA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SNFCA institutional ownership last updated?
The latest SNFCA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SNFCA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SNFCA position after the reporting date.
Are institutions buying or selling SNFCA?
Institutional buying and selling can be analyzed by comparing SNFCA positions across consecutive 13F reporting periods. InsiderSet's SNFCA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SNFCA ownership changes.
How has SNFCA institutional ownership changed over time?
InsiderSet tracks SNFCA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.