Security National Financial Ownership | Who Owns Security National Financial?
Security National Financial Ownership Summary
Security National Financial is owned by 29.66% institutional investors, 27.01% insiders, and 43.33% retail investors. M3f is the largest institutional shareholder, holding 8.89% of SNFCA shares. Columbia Small Cap Value Discv A is the top mutual fund, with 2.19% of its assets in Security National Financial shares.
SNFCA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Security National Financial | 29.66% | 27.01% | 43.33% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Mortgage Stocks | 41.64% | 15.59% | 42.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| M3f | 2.20M | 8.89% | $20.84M |
| Blackrock funding, inc. /de | 936.41K | 3.79% | $8.88M |
| Vanguard group | 841.84K | 3.41% | $7.58M |
| Dimensional fund advisors lp | 793.55K | 3.21% | $7.52M |
| Ameriprise financial | 730.50K | 2.95% | $6.93M |
| Lhm | 717.51K | 2.90% | $6.80M |
| Geode capital management | 384.30K | 1.55% | $3.65M |
| Veradace capital management | 353.06K | 1.43% | $3.35M |
| Rbf capital | 303.53K | 1.23% | $2.88M |
| Bridgeway capital management | 278.75K | 1.13% | $2.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 2.20M | 5.17% | $20.84M |
| Veradace capital management | 353.06K | 2.98% | $3.35M |
| Lhm | 717.51K | 2.68% | $6.80M |
| Gem investment advisors | 158.17K | 1.47% | $1.50M |
| Verdad advisers, lp | 60.00K | 0.64% | $568.80K |
| Rbf capital | 303.53K | 0.15% | $2.88M |
| Physician wealth advisors | 52.38K | 0.07% | $496.52K |
| Lunt capital management | 17.97K | 0.07% | $170.38K |
| Black maple capital management lp | 11.31K | 0.06% | $107.23K |
| Bridgeway capital management | 278.75K | 0.05% | $2.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 124.69K | 0.00% | 124.69K |
| Ameriprise financial | 730.50K | 0.00% | 84.18K |
| Vanguard group | 841.84K | 0.00% | 29.14K |
| Dimensional fund advisors lp | 793.55K | 0.00% | 25.61K |
| Aqr capital management | 22.04K | 0.00% | 22.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Soltis investment advisors | - | - | -2.61M |
| Janney montgomery scott | - | - | -70.49K |
| Bridgeway capital management | 278.75K | 0.05% | -41.91K |
| Townsquare capital | - | - | -41.29K |
| Goldman sachs group | 114.99K | 0.00% | -37.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 124.69K | 0.00% | 124.69K | $1.18M |
| Aqr capital management | 22.04K | 0.00% | 22.04K | $208.94K |
| Price t rowe associates inc /md/ | 12.02K | - | 12.02K | $114.00K |
| Callan family office | 10.03K | 0.00% | 10.03K | $95.05K |
| Vanguard global advisers | 6.24K | - | 6.24K | $59.19K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -152.00 |
| Srs capital advisors | -183.00 |
| Point72 (difc) | -373.00 |
| Amalgamated bank | -511.00 |
| Covestor | -521.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 48 | -29.41% | 7,328,458 | -35.45% | 29 | 1.41% | 21 | -59.62% | 17 | 13.33% |
| Sep 30, 2025 | 60 | - | 10,923,176 | 2.04% | 44 | 2.13% | 44 | 15.79% | 15 | 25.00% |
| Jun 30, 2025 | 64 | 6.67% | 10,823,173 | 7.51% | 46 | 2.51% | 41 | 86.36% | 13 | -45.83% |
| Mar 31, 2025 | 1 | -98.28% | 59,860 | -99.40% | - | 0.02% | - | -100.00% | 1 | -93.33% |
| Dec 31, 2024 | 58 | 13.73% | 10,016,391 | 0.42% | 41 | 2.46% | 35 | -12.50% | 15 | 66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Columbia Small Cap Value Discv A | 543.31K | 2.19% | - |
| Columbia Small Cap Value Discovery Fund | 543.31K | 2.09% | 79.92K |
| Vanguard Total Stock Mkt Idx Inv | 518.04K | 1.99% | - |
| Vanguard US Total Market Shares ETF | 450.17K | 1.82% | - |
| iShares Russell 2000 ETF | 348.20K | 1.41% | 2.91K |
| Columbia Small Cap Value I A | 345.95K | 1.27% | 9.49K |
| Columbia Small Cap Value I | 320.43K | 1.24% | 1.09K |
| Vanguard Institutional Extnd Mkt Idx Tr | 213.51K | 0.82% | 19.80K |
| DFA US Small Cap Value I | 179.47K | 0.72% | 4.64K |
| Fidelity Small Cap Index | 152.63K | 0.62% | -619.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 07, 2026 | FULLER GILBERT A | - | Sell | $94.50K |
| Jan 02, 2025 | FULLER GILBERT A | - | Sell | $5.62K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
SNFCA Ownership FAQ
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