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, Q3 2021
Institutional positions in SEI Investments Co as of Sep 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
- 446
- +12 vs. Q2 2021
- Shares held
- 96.7M
- −835.6K (−0.9%) vs. Q2 2021
- Total value
- $5.73B
- −$308.3M (−5.1%) vs. Q2 2021
- New holders
- 42
- 138 more added
- Sold out
- 30
- 160 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Consolidated Planning Corp | 2 | $0 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.00K | 0.00% | +4+40.0% | Added |
| 1832 Asset Management L.P. | 20 | $1.00K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 23 | $1.00K | 0.00% | +23 | New |
| Meridian Wealth Partners, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.96K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.00K | 0.00% | +33 | New |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $3.00K | 0.00% | +9+26.5% | Added |
| Glassman Wealth Services | 49 | $3.00K | 0.00% | +37+308.3% | Added |
| Denali Advisors LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 63 | $4.00K | 0.00% | +63 | New |
| McIlrath & Eck, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| Vigilant Capital Management, LLC | 93 | $6.00K | 0.00% | +93 | New |
| Prestige Wealth Management Group LLC | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.77K | 0.00% | −13−9.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 131 | $8.00K | 0.00% | −36,496−99.6% | Reduced |
| Carroll Financial Associates, Inc. | 148 | $8.00K | 0.00% | −764−83.8% | Reduced |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | −13−9.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $8.00K | 0.00% | +7+5.8% | Added |
| Lindbrook Capital, LLC | 133 | $8.00K | 0.00% | +32+31.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $10.0K | 0.00% | +166 | New |
| Allworth Financial LP | 192 | $11.0K | 0.00% | +192 | New |
| Koshinski Asset Management, Inc. | 189 | $11.2K | 0.00% | +189 | New |
| Anchor Investment Management, LLC | 200 | $11.9K | 0.00% | −75−27.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 203 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 204 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 228 | $14.0K | 0.00% | −635−73.6% | Reduced |
| Fieldpoint Private Securities, LLC | 235 | $14.0K | 0.00% | +12+5.4% | Added |
| Zions Bancorporation, N.A. | 290 | $17.0K | 0.00% | −4−1.4% | Reduced |
| Geneos Wealth Management Inc. | 329 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 335 | $20.0K | 0.00% | −438−56.7% | Reduced |
| CoreFirst Bank & Trust | 373 | $22.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 410 | $24.0K | 0.00% | −43−9.5% | Reduced |
| Sandy Spring Bank | 410 | $24.0K | 0.00% | +90+28.1% | Added |
| Baillie Gifford & Co | 400 | $24.0K | 0.00% | +400 | New |
| Quadrant Capital Group LLC | 423 | $25.0K | 0.00% | +90+27.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 433 | $25.0K | 0.00% | +433 | New |
| Meeder Asset Management Inc | 453 | $27.0K | 0.00% | −196−30.2% | Reduced |
| Private Capital Group, LLC | 484 | $29.0K | 0.01% | −26−5.1% | Reduced |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 509 | $30.0K | 0.00% | +94+22.7% | Added |
| Group One Trading, L.P. | 500 | $30.0K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 536 | $32.0K | 0.00% | +245+84.2% | Added |
| HM Payson & Co | 600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $36.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 601 | $36.0K | 0.01% | +237+65.1% | Added |
| O'Shaughnessy Asset Management, LLC | 604 | $36.0K | 0.00% | +455+305.4% | Added |
| First Horizon Advisors, Inc. | 654 | $37.0K | 0.00% | +223+51.7% | Added |
| Signaturefd, LLC | 633 | $38.0K | 0.00% | +140+28.4% | Added |
| Rockbridge Investment Management, LCC | 663 | $39.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 714 | $42.3K | 0.00% | +172+31.7% | Added |
| Captrust Financial Advisors | 837 | $50.0K | 0.00% | +23+2.8% | Added |
| First Manhattan Co | 871 | $51.0K | 0.00% | −61−6.5% | Reduced |
| Brown Brothers Harriman & Co | 859 | $51.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $53.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 893 | $53.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 891 | $53.0K | 0.00% | +891 | New |
| M&R Capital Management Inc | 933 | $55.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,031 | $61.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,087 | $64.0K | 0.00% | +156+16.8% | Added |
| Global Retirement Partners, LLC | 1,095 | $65.0K | 0.01% | −20−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,134 | $67.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,161 | $68.0K | 0.00% | +511+78.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,173 | $70.0K | 0.00% | −182−13.4% | Reduced |
| Smithfield Trust Co | 1,195 | $71.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $71.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,254 | $74.0K | 0.04% | +1,254 | New |
| SRS Capital Advisors, Inc. | 1,267 | $75.0K | 0.01% | +13+1.0% | Added |
| Swedbank AB | 1,298 | $77.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,309 | $78.0K | 0.03% | +322+32.6% | Added |
| STRS Ohio | 1,381 | $81.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,435 | $85.0K | 0.01% | +10+0.7% | Added |
| Rockefeller Capital Management L.P. | 1,574 | $93.0K | 0.00% | +135+9.4% | Added |
| Vestcor Inc | 1,795 | $106.0K | 0.00% | −251−12.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,796 | $107.0K | 0.00% | +1,672+1,348.4% | Added |
| Johnson Financial Group, Inc. | 1,847 | $110.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,880 | $111.0K | 0.02% | −183−8.9% | Reduced |