Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / CL A NEW
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Number of holders
-
68
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Total 13F shares, excl. options
-
11.4M
-
Shares change
-
+629K
-
Total reported value, excl. options
-
$98.4M
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Value change
-
+$5.3M
-
Number of buys
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49
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Number of sells
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-22
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Price
-
$8.67
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q3 2025
73 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q3 2025.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.4M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.64M shares), M3F, Inc. (2.23M shares), BlackRock, Inc. (834K shares), VANGUARD GROUP INC (813K shares), DIMENSIONAL FUND ADVISORS LP (766K shares), LHM, INC. (730K shares), AMERIPRISE FINANCIAL INC (569K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (362K shares), GEODE CAPITAL MANAGEMENT, LLC (359K shares), and RBF Capital, LLC (310K shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.