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 11 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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 5,500 | $326.0K | 0.02% | 00.0% | Unchanged |
| Investment House LLC | 5,432 | $322.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,389 | $319.4K | 0.00% | +980+22.2% | Added |
| Neo Ivy Capital Management | 5,613 | $309.0K | 0.35% | +4,773+568.2% | Added |
| Advisory Services Network, LLC | 5,122 | $304.0K | 0.01% | +427+9.1% | Added |
| Pendal Group Limited | 5,124 | $304.0K | 0.00% | +5,124 | New |
| Cetera Advisor Networks LLC | 5,058 | $300.0K | 0.00% | −537−9.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,981 | $295.0K | 0.05% | −567−10.2% | Reduced |
| DF Dent & Co Inc | 4,953 | $294.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,953 | $293.0K | 0.00% | −1,714−25.7% | Reduced |
| World Asset Management Inc | 4,855 | $288.0K | 0.03% | −335−6.5% | Reduced |
| Veritable, L.P. | 4,810 | $285.0K | 0.00% | −302−5.9% | Reduced |
| Diversified Trust Co | 4,666 | $277.0K | 0.01% | −825−15.0% | Reduced |
| Great Diamond Partners, LLC | 4,681 | $277.0K | 0.08% | −30−0.6% | Reduced |
| Pitcairn Co | 4,660 | $276.0K | 0.02% | −194−4.0% | Reduced |
| Cadent Capital Advisors, LLC | 4,650 | $276.0K | 0.12% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,483 | $265.8K | 0.00% | +986+28.2% | Added |
| Petrus Trust Company, LTA | 4,434 | $263.0K | 0.03% | +4,434 | New |
| Citadel Investment Advisory, Inc. | 4,420 | $262.0K | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,390 | $260.0K | 0.00% | −1,400−24.2% | Reduced |
| Quadrature Capital Ltd | 4,286 | $254.0K | 0.01% | +4,286 | New |
| Simplex Trading, LLC | 3,968 | $247.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,174 | $247.0K | 0.00% | +284+7.3% | Added |
| Private Advisor Group, LLC | 4,126 | $245.0K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,027 | $239.0K | 0.19% | −48−1.2% | Reduced |
| WBH Advisory Inc | 4,000 | $237.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,863 | $233.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,885 | $230.0K | 0.03% | +3,885 | New |
| Redpoint Investment Management Pty Ltd | 3,814 | $226.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,792 | $225.0K | 0.01% | −52−1.4% | Reduced |
| Bokf, NA | 3,763 | $223.0K | 0.00% | +3,763 | New |
| Allianz Asset Management GmbH | 3,723 | $221.0K | 0.00% | −2,799−42.9% | Reduced |
| Kore Private Wealth LLC | 3,661 | $217.0K | 0.02% | −87−2.3% | Reduced |
| Ci Investments Inc. | 3,595 | $213.0K | 0.00% | +39+1.1% | Added |
| Congress Asset Management Co | 3,424 | $203.0K | 0.00% | −157−4.4% | Reduced |
| Brewin Dolphin Ltd | 3,400 | $201.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,397 | $201.0K | 0.01% | −24,548−87.8% | Reduced |
| Kestra Advisory Services, LLC | 3,393 | $201.0K | 0.00% | +103+3.1% | Added |
| Pinz Capital Management, LP | 3,000 | $178.0K | 0.08% | +3,000 | New |
| Hills Bank & Trust Co | 2,715 | $161.0K | 0.02% | −27−1.0% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $148.0K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 2,139 | $127.0K | 0.01% | +2,139 | New |
| Accel Wealth Management | 2,080 | $123.0K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 2,060 | $122.0K | 0.00% | +30+1.5% | Added |
| Howe & Rusling Inc | 2,000 | $119.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,880 | $111.0K | 0.02% | −183−8.9% | Reduced |
| Johnson Financial Group, Inc. | 1,847 | $110.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,796 | $107.0K | 0.00% | +1,672+1,348.4% | Added |
| Vestcor Inc | 1,795 | $106.0K | 0.00% | −251−12.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,574 | $93.0K | 0.00% | +135+9.4% | Added |
| Toth Financial Advisory Corp | 1,435 | $85.0K | 0.01% | +10+0.7% | Added |
| STRS Ohio | 1,381 | $81.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,309 | $78.0K | 0.03% | +322+32.6% | Added |
| Swedbank AB | 1,298 | $77.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,267 | $75.0K | 0.01% | +13+1.0% | Added |
| PFG Private Wealth Management, LLC | 1,254 | $74.0K | 0.04% | +1,254 | New |
| Smithfield Trust Co | 1,195 | $71.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $71.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,173 | $70.0K | 0.00% | −182−13.4% | Reduced |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,134 | $67.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,095 | $65.0K | 0.01% | −20−1.8% | Reduced |
| Fifth Third Bancorp | 1,087 | $64.0K | 0.00% | +156+16.8% | Added |
| Sterling Investment Advisors, Ltd. | 1,031 | $61.0K | 0.02% | 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 |
| M&R Capital Management Inc | 933 | $55.0K | 0.01% | 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 |
| First Manhattan Co | 871 | $51.0K | 0.00% | −61−6.5% | Reduced |
| Brown Brothers Harriman & Co | 859 | $51.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 837 | $50.0K | 0.00% | +23+2.8% | Added |
| American Portfolios Advisors | 714 | $42.3K | 0.00% | +172+31.7% | Added |
| Rockbridge Investment Management, LCC | 663 | $39.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 633 | $38.0K | 0.00% | +140+28.4% | Added |
| First Horizon Advisors, Inc. | 654 | $37.0K | 0.00% | +223+51.7% | 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 |
| Parallel Advisors, LLC | 536 | $32.0K | 0.00% | +245+84.2% | Added |
| 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 |
| Private Capital Group, LLC | 484 | $29.0K | 0.01% | −26−5.1% | Reduced |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 453 | $27.0K | 0.00% | −196−30.2% | Reduced |
| 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 |
| 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 |
| CoreFirst Bank & Trust | 373 | $22.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 335 | $20.0K | 0.00% | −438−56.7% | Reduced |
| Geneos Wealth Management Inc. | 329 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 290 | $17.0K | 0.00% | −4−1.4% | Reduced |
| 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 |