Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
8.62M
-
Shares change
-
+3.26M
-
Total reported value, excl. options
-
$77.6M
-
Value change
-
+$29.4M
-
Number of buys
-
32
-
Number of sells
-
-13
-
Price
-
$9.00
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q4 2023
57 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q4 2023.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.62M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.93M shares), M3F, Inc. (1.8M shares), LHM, INC. (823K shares), BlackRock Inc. (822K shares), VANGUARD GROUP INC (602K shares), DIMENSIONAL FUND ADVISORS LP (481K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (342K shares), GEODE CAPITAL MANAGEMENT, LLC (253K shares), CARLSON CAPITAL L P (211K shares), and RENAISSANCE TECHNOLOGIES LLC (205K shares).
This table shows the top 53 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.