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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 5,112 | $317.0K | 0.01% | +328+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,099 | $316.0K | 0.02% | +5,099 | New |
| Public Sector Pension Investment Board | 5,080 | $315.0K | 0.00% | +5,080 | New |
| L2 Asset Management, LLC | 5,022 | $311.0K | 0.29% | −1,770−26.1% | Reduced |
| DF Dent & Co Inc | 4,953 | $307.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,854 | $301.0K | 0.02% | −403−7.7% | Reduced |
| Advisory Services Network, LLC | 4,695 | $291.0K | 0.01% | −14,348−75.3% | Reduced |
| Great Diamond Partners, LLC | 4,711 | $291.0K | 0.08% | −49−1.0% | Reduced |
| BP PLC | 4,688 | $291.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,650 | $288.0K | 0.12% | +891+23.7% | Added |
| Teza Capital Management LLC | 4,499 | $279.0K | 0.05% | +4,499 | New |
| Citadel Investment Advisory, Inc. | 4,420 | $274.0K | 0.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,409 | $273.0K | 0.00% | +690+18.6% | Added |
| Assenagon Asset Management S.A. | 4,291 | $266.0K | 0.00% | −122,609−96.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,290 | $266.0K | 0.02% | +4,290 | New |
| JustInvest LLC | 4,219 | $261.0K | 0.03% | +4,219 | New |
| Private Advisor Group, LLC | 4,126 | $256.0K | 0.00% | +4,126 | New |
| Pearl River Capital, LLC | 4,134 | $256.0K | 0.07% | +4,134 | New |
| Paces Ferry Wealth Advisors, LLC | 4,075 | $253.0K | 0.19% | −62−1.5% | Reduced |
| Simplex Trading, LLC | 3,968 | $245.0K | 0.01% | +3,621+1,043.5% | Added |
| Sciencast Management LP | 3,983 | $245.0K | 0.05% | +3,983 | New |
| Blueshift Asset Management, LLC | 3,914 | $243.0K | 0.01% | +3,914 | New |
| WBH Advisory Inc | 4,000 | $242.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,890 | $241.0K | 0.00% | +3,890 | New |
| Symmetry Partners, LLC | 3,863 | $239.0K | 0.02% | −452−10.5% | Reduced |
| First Citizens Bank & Trust Co | 3,844 | $238.0K | 0.01% | −501−11.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,814 | $236.0K | 0.02% | +3,814 | New |
| Kore Private Wealth LLC | 3,748 | $232.0K | 0.03% | +3,748 | New |
| Creative Planning | 3,710 | $230.0K | 0.00% | −676−15.4% | Reduced |
| Congress Asset Management Co | 3,581 | $222.0K | 0.00% | −23−0.6% | Reduced |
| Cigna Investments Inc | 3,547 | $221.0K | 0.02% | −712−16.7% | Reduced |
| Ci Investments Inc. | 3,556 | $220.0K | 0.00% | +1,370+62.7% | Added |
| Storebrand Asset Management AS | 3,497 | $216.7K | 0.00% | −4,867−58.2% | Reduced |
| Venturi Wealth Management, LLC | 3,475 | $215.0K | 0.02% | −1,443−29.3% | Reduced |
| Brewin Dolphin Ltd | 3,400 | $210.7K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,354 | $208.0K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $205.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,290 | $204.0K | 0.00% | +3,290 | New |
| FORA Capital, LLC | 3,096 | $192.0K | 0.04% | +3,096 | New |
| Hills Bank & Trust Co | 2,742 | $170.0K | 0.03% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 2,697 | $167.0K | 0.03% | +2,697 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,638 | $163.0K | 0.00% | +2,638 | New |
| Lumature Wealth Partners, LLC | 2,500 | $155.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 2,080 | $129.0K | 0.09% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,063 | $128.0K | 0.03% | +326+18.8% | Added |
| Vestcor Inc | 2,046 | $127.0K | 0.00% | +2,046 | New |
| US Bancorp | 2,030 | $125.0K | 0.00% | −45−2.2% | Reduced |
| Howe & Rusling Inc | 2,000 | $124.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,847 | $114.0K | 0.01% | −2,058−52.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,439 | $89.0K | 0.00% | −235−14.0% | Reduced |
| Toth Financial Advisory Corp | 1,425 | $88.0K | 0.01% | +380+36.4% | Added |
| STRS Ohio | 1,381 | $85.0K | 0.00% | −468,000−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,355 | $84.0K | 0.00% | −215−13.7% | Reduced |
| Swedbank AB | 1,298 | $80.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,254 | $78.0K | 0.01% | +1,254 | New |
| Smithfield Trust Co | 1,195 | $74.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $74.0K | 0.01% | +1,200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $72.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,134 | $70.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,115 | $69.0K | 0.01% | −62−5.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,031 | $64.0K | 0.02% | −74−6.7% | Reduced |
| Valley National Advisers Inc | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 931 | $58.0K | 0.00% | −47−4.8% | Reduced |
| 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 |
| 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 |
| Whittier Trust Co | 893 | $55.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 859 | $53.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 863 | $53.0K | 0.02% | +863 | New |
| Neo Ivy Capital Management | 840 | $52.0K | 0.05% | +840 | New |
| Captrust Financial Advisors | 814 | $50.0K | 0.00% | +312+62.2% | Added |
| Huntington National Bank | 773 | $48.0K | 0.00% | −46−5.6% | Reduced |
| Rockbridge Investment Management, LCC | 663 | $41.0K | 0.01% | 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 |
| HM Payson & Co | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $37.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 542 | $33.6K | 0.00% | +17+3.2% | Added |
| Private Capital Group, LLC | 510 | $32.0K | 0.01% | −148−22.5% | Reduced |
| Signaturefd, LLC | 493 | $31.0K | 0.00% | +190+62.7% | Added |
| Central Trust Co | 481 | $30.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 473 | $29.0K | 0.00% | −20,937−97.8% | Reduced |
| Lazard Asset Management LLC | 453 | $28.0K | 0.00% | −46−9.2% | Reduced |
| First Horizon Advisors, Inc. | 431 | $26.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 415 | $25.0K | 0.00% | +1+0.2% | 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 |
| Quadrant Capital Group LLC | 333 | $21.0K | 0.00% | +36+12.1% | Added |
| Geneos Wealth Management Inc. | 329 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 320 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 313 | $19.0K | 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 |
| Anchor Investment Management, LLC | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 278 | $17.0K | 0.00% | −479−63.3% | Reduced |
| Fieldpoint Private Securities, LLC | 223 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 210 | $13.0K | 0.00% | −240−53.3% | Reduced |