SEI Investments Co
SEIC- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000350894
In the last 90 days, SEI Investments Co insiders filed 0 open-market purchases and 10 sales; 575 institutions reported holding it in 13F filings for Q2 2026, worth $7.94B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in SEI Investments Co as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 440
- +1 vs. Q1 2021
- Shares held
- 97.6M
- −282.9K (−0.3%) vs. Q1 2021
- Total value
- $6.04B
- +$84.4M (+1.4%) vs. Q1 2021
- New holders
- 46
- 148 more added
- Sold out
- 45
- 150 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SEIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $7.94B |
| Q1 2026 | 569 | $7.06B |
| Q4 2025 | 562 | $7.31B |
| Q3 2025 | 550 | $7.51B |
| Q2 2025 | 564 | $8.09B |
| Q1 2025 | 546 | $7.27B |
| Q4 2024 | 540 | $7.52B |
| Q3 2024 | 502 | $6.35B |
| Q2 2024 | 493 | $6.02B |
| Q1 2024 | 475 | $6.77B |
| Q4 2023 | 491 | $5.90B |
| Q3 2023 | 462 | $5.63B |
| Q2 2023 | 458 | $5.53B |
| Q1 2023 | 444 | $5.36B |
| Q4 2022 | 446 | $5.45B |
| Q3 2022 | 433 | $4.63B |
| Q2 2022 | 456 | $5.18B |
| Q1 2022 | 465 | $5.81B |
| Q4 2021 | 472 | $5.94B |
| Q3 2021 | 446 | $5.73B |
| Q2 2021 | 440 | $6.04B |
| Q1 2021 | 443 | $5.97B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $3.00K | 0.00% | −400−89.7% | Reduced |
| Earnest Partners LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | +1+2.0% | Added |
| TCI Wealth Advisors, Inc. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $4.00K | 0.00% | −59−48.4% | Reduced |
| Creative Financial Designs Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 74 | $4.00K | 0.00% | +74 | New |
| Denali Advisors LLC | 73 | $5.00K | 0.00% | −8−9.9% | Reduced |
| NEXT Financial Group, Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 81 | $5.00K | 0.00% | +81 | New |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | +82 | New |
| First Horizon Corp | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 120 | $7.00K | 0.00% | +15+14.3% | Added |
| Whittier Trust Co of Nevada Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 124 | $8.00K | 0.00% | +80+181.8% | Added |
| Bartlett & Co. Wealth Management LLC | 144 | $8.92K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 150 | $9.00K | 0.00% | −6,800−97.8% | Reduced |
| Bartlett & Co. LLC | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 151 | $9.00K | 0.00% | +1+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 149 | $9.00K | 0.00% | +131+727.8% | Added |
| Parisi Gray Wealth Management | 162 | $10.0K | 0.00% | +162 | New |
| CWM, LLC | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 191 | $12.0K | 0.01% | +191 | New |
| Fuller & Thaler Asset Management, Inc. | 210 | $13.0K | 0.00% | −240−53.3% | Reduced |
| Farmers & Merchants Investments Inc | 203 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 204 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 223 | $14.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 278 | $17.0K | 0.00% | −479−63.3% | Reduced |
| Anchor Investment Management, LLC | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 294 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 291 | $18.0K | 0.00% | +33+12.8% | Added |
| Bessemer Group Inc | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 329 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 320 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 333 | $21.0K | 0.00% | +36+12.1% | Added |
| Artemis Wealth Advisors, LLC | 364 | $23.0K | 0.00% | −9−2.4% | Reduced |
| CoreFirst Bank & Trust | 373 | $23.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 415 | $25.0K | 0.00% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 431 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 453 | $28.0K | 0.00% | −46−9.2% | Reduced |
| Canada Pension Plan Investment Board | 473 | $29.0K | 0.00% | −20,937−97.8% | Reduced |
| Central Trust Co | 481 | $30.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 493 | $31.0K | 0.00% | +190+62.7% | Added |
| Private Capital Group, LLC | 510 | $32.0K | 0.01% | −148−22.5% | Reduced |
| American Portfolios Advisors | 542 | $33.6K | 0.00% | +17+3.2% | Added |
| HM Payson & Co | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 650 | $40.0K | 0.00% | −2,429−78.9% | Reduced |
| Meeder Asset Management Inc | 649 | $40.0K | 0.00% | +325+100.3% | Added |
| Rockbridge Investment Management, LCC | 663 | $41.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 773 | $48.0K | 0.00% | −46−5.6% | Reduced |
| Captrust Financial Advisors | 814 | $50.0K | 0.00% | +312+62.2% | Added |
| Neo Ivy Capital Management | 840 | $52.0K | 0.05% | +840 | New |
| Brown Brothers Harriman & Co | 859 | $53.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 863 | $53.0K | 0.02% | +863 | New |
| Whittier Trust Co | 893 | $55.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 912 | $56.0K | 0.00% | +822+913.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $56.0K | 0.00% | +900 | New |
| M&R Capital Management Inc | 933 | $57.0K | 0.01% | +5+0.5% | Added |
| First Manhattan Co | 932 | $57.0K | 0.00% | +61+7.0% | Added |
| Fifth Third Bancorp | 931 | $58.0K | 0.00% | −47−4.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 987 | $61.0K | 0.02% | +379+62.3% | Added |
| Valley National Advisers Inc | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,031 | $64.0K | 0.02% | −74−6.7% | Reduced |
| Global Retirement Partners, LLC | 1,115 | $69.0K | 0.01% | −62−5.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,134 | $70.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $72.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $74.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $74.0K | 0.01% | +1,200 | New |
| SRS Capital Advisors, Inc. | 1,254 | $78.0K | 0.01% | +1,254 | New |
| Swedbank AB | 1,298 | $80.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,355 | $84.0K | 0.00% | −215−13.7% | Reduced |
| STRS Ohio | 1,381 | $85.0K | 0.00% | −468,000−99.7% | Reduced |
| Toth Financial Advisory Corp | 1,425 | $88.0K | 0.01% | +380+36.4% | Added |
| Rockefeller Capital Management L.P. | 1,439 | $89.0K | 0.00% | −235−14.0% | Reduced |
| Johnson Financial Group, Inc. | 1,847 | $114.0K | 0.01% | −2,058−52.7% | Reduced |
| Howe & Rusling Inc | 2,000 | $124.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,030 | $125.0K | 0.00% | −45−2.2% | Reduced |
| Vestcor Inc | 2,046 | $127.0K | 0.00% | +2,046 | New |
| Column Capital Advisors, LLC | 2,063 | $128.0K | 0.03% | +326+18.8% | Added |
| Accel Wealth Management | 2,080 | $129.0K | 0.09% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,500 | $155.0K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,638 | $163.0K | 0.00% | +2,638 | New |
| PNC Managed Account Solutions, Inc. | 2,697 | $167.0K | 0.03% | +2,697 | New |
| Hills Bank & Trust Co | 2,742 | $170.0K | 0.03% | 00.0% | Unchanged |