Security National Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 11/12/2025 | 2.64 M | $22.87 M | 3.40% | 10.65% |
| M3F, INC. | 11/12/2025 | 2.23 M | $19.37 M | 5.24% | 9.02% |
| BLACKROCK, INC. | 11/12/2025 | 833.81 K | $7.23 M | 18.28% | 3.37% |
| VANGUARD GROUP INC | 11/07/2025 | 812.69 K | $7.05 M | 8.80% | 3.28% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 765.83 K | $6.64 M | 4.65% | 3.09% |
| LHM, INC. | 11/13/2025 | 729.75 K | $6.33 M | -1.13% | 2.95% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 569.30 K | $4.94 M | 21.69% | 2.30% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 362.41 K | $3.14 M | 7.63% | 1.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 358.95 K | $3.11 M | 16.29% | 1.45% |
| RBF CAPITAL, LLC | 11/14/2025 | 309.67 K | $2.68 M | 5.00% | 1.25% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 253.29 K | $2.20 M | -1.77% | 1.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 173.34 K | $1.50 M | 310.42% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 166.51 K | $1.44 M | 9.77% | 0.67% |
| STATE STREET CORP | 11/14/2025 | 157.56 K | $1.37 M | 10.80% | 0.64% |
| NORTHERN TRUST CORP | 11/14/2025 | 142.01 K | $1.23 M | 14.54% | 0.57% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 73.82 K | $640.01 K | 19.34% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 60.31 K | $522.89 K | 38.72% | 0.24% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 60.11 K | $521.17 K | -26.84% | 0.24% |
| BARCLAYS PLC | 11/12/2025 | 58.28 K | $505.29 K | -4.95% | 0.24% |
| PHYSICIAN WEALTH ADVISORS, INC. | 11/04/2025 | 56.16 K | $486.88 K | 5.00% | 0.23% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 46.99 K | $407.40 K | 100.00% | 0.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 46.42 K | $402.42 K | 5.00% | 0.19% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10/28/2025 | 39.29 K | $340.65 K | 5.00% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 36.00 K | $312.13 K | 8.07% | 0.15% |
| MORGAN STANLEY | 11/14/2025 | 32.40 K | $280.88 K | -31.89% | 0.13% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 31.84 K | $276.02 K | -26.86% | 0.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 27.55 K | $238.84 K | -52.52% | 0.11% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 25.52 K | $221.27 K | 100.00% | 0.10% |
| HSBC HOLDINGS PLC | 11/13/2025 | 20.87 K | $179.52 K | -8.95% | 0.08% |
| NUVEEN, LLC | 11/12/2025 | 20.06 K | $173.90 K | 5.00% | 0.08% |
| LUNT CAPITAL MANAGEMENT, INC. | 11/12/2025 | 17.97 K | $155.82 K | 8.99% | 0.07% |
| CITADEL ADVISORS LLC | 11/14/2025 | 16.54 K | $143.43 K | -39.66% | 0.07% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 16.35 K | $141.76 K | 100.00% | 0.07% |
| INVESCO LTD. | 11/13/2025 | 15.75 K | $136.57 K | 22.52% | 0.06% |
| JPMORGAN CHASE & CO | 11/26/2025 | 15.66 K | $135.78 K | 12.02% | 0.06% |
| RHUMBLINE ADVISERS | 11/06/2025 | 13.77 K | $119.43 K | -14.96% | 0.06% |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 11/14/2025 | 12.84 K | $111.30 K | 100.00% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 12.34 K | $107.02 K | 99.32% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 12.08 K | $104.76 K | 24.98% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 11.80 K | $102.32 K | 1.17% | 0.05% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 10.71 K | $92.82 K | -0.72% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 8.51 K | $72.00 K | -85.34% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 8.51 K | $73.74 K | -19.76% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 7.18 K | $62.28 K | -10.76% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 6.41 K | $55.54 K | 126.28% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 6.38 K | $55.33 K | 5.00% | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 3.68 K | $31.91 K | 100.00% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 3.15 K | $27.28 K | 4.97% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.59 K | $13.79 K | 2,550.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 1.58 K | $13.68 K | 4.99% | 0.01% |
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Security National Financial Corporation institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of Security National Financial Corporation. The most heavily invested institutionals were:
Soltis Investment Advisors LLC: 2.64 M
M3F, Inc.: 2.23 M
BlackRock, Inc.: 833,808
VANGUARD GROUP INC: 812,691
DIMENSIONAL FUND ADVISORS LP: 765,829
LHM, INC.: 729,750
45.84% of Security National Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 11.90 M shares in the last 24 months. This purchase volume represents approximately $102.11 M in transactions.