Security National Financial
Runs connected life insurance, funeral and cemetery, and mortgage businesses from Utah.
$8.80
After-hours close+0.01 (+0.11%)
At close$8.79(+0.57%)
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Breakdown13F · Form 4
Institutions 44.31%9.92M sharesInsiders 3.53%790.7K sharesOther 52.16%11.68M shares
Shares outstanding 22.39M · Float 14.13M · 63.1% free float
Institutions13F, as of Mar 31, 2026
79 holders · 9.92M shares · 13 new positions · 42 increased · 22 reduced · 8 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| M3F, Inc. | 2.31M | 10.31% | −36.8K | Apr 28, 2026 |
| BlackRock, Inc. | 983.2K | 4.39% | +18.0K | May 13, 2026 |
| Dimensional Fund Advisors LP | 833.2K | 3.72% | +26.9K | May 7, 2026 |
| Vanguard Capital Management LLC | 789.7K | 3.53% | +789.7Knew | May 15, 2026 |
| Ameriprise Financial Inc | 767.0K | 3.43% | +88.4K | Jul 17, 2026 |
| LHM, Inc. | 753.4K | 3.36% | −551 | May 14, 2026 |
| Geode Capital Management, LLC | 403.5K | 1.80% | +11.1K | May 15, 2026 |
| Veradace Capital Management LLC | 370.7K | 1.66% | 0 | May 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| S. Andrew Quist | director, 10 percent owner, officer: Vice President/General Counsel | 340.1K | 1.52% | Jan 15, 2026 |
| Jason G. Overbaugh | director, 10 percent owner, officer: VP & Nat Mark Dir of Life Ins | 201.8K | 0.90% | Jun 1, 2026 |
| Robert Gail Hunter | director | 64.7K | 0.29% | Dec 19, 2025 |
| H. Craig Moody | director | 52.6K | 0.23% | Jul 6, 2026 |
| Jeffrey Russell Stephens | officer: Gen. Counsel & Corp. Sec | 39.0K | 0.17% | Jul 2, 2026 |
| Gilbert A. Fuller | director | 33.6K | 0.15% | Jul 2, 2026 |
| John L. Cook | director | 26.4K | 0.12% | Jul 7, 2026 |
| Adam George Quist | director, 10 percent owner, officer: Vice President/General Counsel | 20.9K | 0.09% | Apr 23, 2026 |
| Ludmya B. Love | director | 11.6K | 0.05% | Mar 25, 2025 |
1 ten-percent owner holds 214.2K shares by Form 4, outside the officers-and-directors figure above · 9 people have not refiled in the last 18 months (12.97M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Apr 7, 2026 | Gilbert A. Fullerdirector | Sale | 10,000 | $9.45 | 31,973 |
CongressHouse and Senate disclosures
Not reported.