Security National Financial Ownership | Who Owns Security National Financial?

Security National Financial Ownership Summary

Security National Financial is owned by 42.92% institutional investors, 30.01% insiders, and 27.08% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 12.56% of SNFCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.86% of its assets in Security National Financial shares.

SNFCA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Security National Financial	42.92%	30.01%	27.08%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Mortgage Stocks	59.82%	17.02%	23.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Soltis investment advisors	2.79M	12.56%	$22.31M
M3f	1.76M	7.93%	$14.07M
Lhm	822.53K	3.70%	$6.57M
Vanguard group	655.16K	2.95%	$5.23M
Dimensional fund advisors lp	550.81K	2.48%	$4.40M
Ameriprise financial	412.34K	1.86%	$3.29M
Bridgeway capital management	328.20K	1.48%	$2.62M
Renaissance	291.55K	1.31%	$2.33M
Rbf capital	280.13K	1.26%	$2.24M
Blackrock	168.79K	0.76%	$1.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	1.76M	5.21%	$14.07M
Lhm	822.53K	2.77%	$6.57M
Soltis investment advisors	2.79M	2.36%	$22.31M
Verdad advisers, lp	69.50K	0.64%	$555.27K
Rbf capital	280.13K	0.13%	$2.24M
Bridgeway capital management	328.20K	0.06%	$2.62M
Lunt capital management	15.11K	0.06%	$120.70K
Physician wealth advisors	32.30K	0.05%	$250.62K
Point72 asia (singapore) pte.	12.89K	0.02%	$103.00K
Townsquare capital	110.75K	0.01%	$884.92K

Top Buyers

Holder	Shares	% Assets	Change
Ameriprise financial	412.34K	0.00%	412.34K
Rbf capital	280.13K	0.13%	280.13K
Millennium management	117.05K	0.00%	100.20K
Renaissance	291.55K	0.00%	88.85K
Dimensional fund advisors lp	550.81K	0.00%	51.54K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	168.79K	-	-625.64K
Carlson capital l p	-	-	-213.00K
Geode capital management	131.33K	0.00%	-145.57K
Soltis investment advisors	2.79M	2.36%	-125.34K
M3f	1.76M	5.21%	-92.84K

New Positions

Holder	Shares	% Assets	Change	Value
Ameriprise financial	412.34K	0.00%	412.34K	$3.29M
Rbf capital	280.13K	0.13%	280.13K	$2.24M
Qube research	26.85K	0.00%	26.85K	$214.55K
Hsbc	25.70K	0.00%	25.70K	$198.39K
Lunt capital management	15.11K	0.06%	15.11K	$120.70K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Cwm	-96.00
New york state common retirement fund	-106.00
Amalgamated bank	-421.00
Ameritas investment partners	-1.03K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	51	-7.27%	9,974,551	4.13%	42	2.31%	40	48.15%	9	-62.50%
Jun 30, 2024	55	-	9,579,201	-2.42%	43	2.21%	27	3.85%	24	33.33%
Mar 31, 2024	55	-	9,816,300	3.36%	44	2.39%	26	-25.71%	18	50.00%
Dec 31, 2023	55	27.91%	9,497,592	75.46%	43	7.15%	35	-	12	50.00%
Sep 30, 2023	43	13.16%	5,412,981	-32.01%	24	1.87%	35	6.06%	8	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	450.17K	1.86%	-
Columbia Small Cap Value I A	295.94K	1.22%	-
Columbia Small Cap Value I	295.94K	1.22%	295.94K
Vanguard Institutional Extnd Mkt Idx Tr	228.66K	0.94%	-403.00
Bridgeway Ultra-Small Company	150.18K	0.62%	-27.90K
DFA US Small Cap Value I	139.82K	0.58%	11.62K
Columbia VP Small Cap Value 1	94.38K	0.39%	-900.00
DFA US Micro Cap I	76.85K	0.32%	-
Bridgeway Ultra-Small Company Market	76.50K	0.32%	-
Fidelity Extended Market Index	69.68K	0.29%	-4.49K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 31, 2024	Overbaugh Jason G.	VP & Nat Mark Dir of Life Ins	Sell	$24.45K
Oct 02, 2024	FULLER GILBERT A	-	Sell	$4.22K
Jul 02, 2024	FULLER GILBERT A	-	Sell	$3.66K
Apr 02, 2024	FULLER GILBERT A	-	Sell	$3.39K
Jan 02, 2024	FULLER GILBERT A	-	Sell	$3.66K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	1
2024 Q2	-	1
2024 Q1	-	2
2023 Q4	-	3

SNFCA Ownership FAQ

Who Owns Security National Financial?

Security National Financial shareholders are primarily institutional investors at 42.92%, followed by 30.01% insiders and 27.07% retail investors. The average institutional ownership in Security National Financial's industry, Mortgage Stocks, is 59.82%, which Security National Financial falls below.

Who owns the most shares of Security National Financial?

Security National Financial’s largest shareholders are Soltis investment advisors (2.79M shares, 12.56%), M3f (1.76M shares, 7.93%), and Lhm (822.53K shares, 3.70%). Together, they hold 24.19% of Security National Financial’s total shares outstanding.

Does Blackrock own Security National Financial?

Yes, BlackRock owns 0.76% of Security National Financial, totaling 168.79K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.35M$. In the last quarter, BlackRock decreased its holdings by -626K shares, a -78.75% change.

Who is Security National Financial’s biggest shareholder by percentage of total assets invested?

M3f is Security National Financial’s biggest shareholder by percentage of total assets invested, with 5.21% of its assets in 1.76M Security National Financial shares, valued at 14.07M$.

Who is the top mutual fund holder of Security National Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Security National Financial shares, with 1.86% of its total shares outstanding invested in 450.17K Security National Financial shares.

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