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, Q4 2021
Institutional positions in SEI Investments Co as of Dec 31, 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
- 472
- +30 vs. Q3 2021
- Shares held
- 97.5M
- +862.3K (+0.9%) vs. Q3 2021
- Total value
- $5.94B
- +$212.5M (+3.7%) vs. Q3 2021
- New holders
- 68
- 142 more added
- Sold out
- 38
- 160 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 12 | $731 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $1.00K | 0.00% | −1−4.3% | Reduced |
| Parkside Financial Bank & Trust | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Blue Bell Private Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 23 | $1.00K | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 17 | $1.04K | 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 |
| JFS Wealth Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Confluence Wealth Services, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 33 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $3.00K | 0.00% | −1,121−95.6% | Reduced |
| Denali Advisors LLC | 43 | $3.00K | 0.00% | −30−41.1% | Reduced |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 66 | $4.00K | 0.00% | −61−48.0% | Reduced |
| Creative Financial Designs Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 70 | $4.00K | 0.00% | +27+62.8% | Added |
| Evoke Wealth, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 90 | $5.00K | 0.00% | −58−39.2% | Reduced |
| NEXT Financial Group, Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 83 | $5.00K | 0.00% | +34+69.4% | Added |
| Lindbrook Capital, LLC | 101 | $6.00K | 0.00% | −32−24.1% | Reduced |
| Prestige Wealth Management Group LLC | 105 | $6.00K | 0.00% | −6−5.4% | Reduced |
| Vigilant Capital Management, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 156 | $10.0K | 0.00% | +110+239.1% | Added |
| Koshinski Asset Management, Inc. | 189 | $11.5K | 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 |
| Anchor Investment Management, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 207 | $13.0K | 0.00% | +207 | New |
| Fieldpoint Private Securities, LLC | 235 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 248 | $15.0K | 0.01% | +248 | New |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | −34−10.3% | Reduced |
| Zions Bancorporation, N.A. | 290 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 305 | $18.6K | 0.00% | −409−57.3% | Reduced |
| Private Capital Group, LLC | 311 | $19.0K | 0.00% | −173−35.7% | Reduced |
| Bessemer Group Inc | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 326 | $20.0K | 0.00% | −9−2.7% | Reduced |
| Allworth Financial LP | 325 | $20.0K | 0.00% | +133+69.3% | Added |
| CoreFirst Bank & Trust | 373 | $23.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 378 | $23.0K | 0.00% | +378 | New |
| CWM, LLC | 386 | $24.0K | 0.00% | +386 | New |
| Quadrant Capital Group LLC | 412 | $25.0K | 0.00% | −11−2.6% | Reduced |
| Sandy Spring Bank | 410 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 438 | $27.0K | 0.00% | +38+9.5% | Added |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 608 | $36.0K | 0.00% | −46−7.0% | Reduced |
| HM Payson & Co | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 612 | $37.0K | 0.00% | +11+1.8% | Added |
| Spire Wealth Management | 604 | $37.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 600 | $37.0K | 0.00% | +100+20.0% | Added |
| Fortitude Advisory Group L.L.C. | 647 | $39.0K | 0.02% | +647 | New |
| Rockbridge Investment Management, LCC | 663 | $40.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 656 | $40.0K | 0.00% | +656 | New |
| Canada Pension Plan Investment Board | 752 | $45.0K | 0.00% | −28,852−97.5% | Reduced |
| Harbor Investment Advisory, LLC | 807 | $49.0K | 0.01% | +807 | New |
| M&R Capital Management Inc | 833 | $50.0K | 0.01% | −100−10.7% | Reduced |
| Brown Brothers Harriman & Co | 859 | $52.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 851 | $52.0K | 0.00% | +218+34.4% | Added |
| Umb Bank N A | 844 | $52.0K | 0.00% | +844 | New |
| Twin Tree Management, LP | 872 | $53.0K | 0.00% | −19−2.1% | Reduced |
| First Manhattan Co | 871 | $53.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 877 | $53.0K | 0.01% | +424+93.6% | Added |
| Lazard Asset Management LLC | 879 | $53.0K | 0.00% | +469+114.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $55.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 992 | $60.0K | 0.08% | +992 | New |
| Endurance Wealth Management, Inc. | 1,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,024 | $62.0K | 0.00% | +131+14.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,031 | $63.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 1,122 | $68.0K | 0.04% | +1,122 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,169 | $71.0K | 0.00% | +82+7.5% | Added |
| Smithfield Trust Co | 1,195 | $73.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $73.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,274 | $77.0K | 0.00% | −300−19.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,301 | $79.0K | 0.01% | +34+2.7% | Added |
| Swedbank AB | 1,298 | $79.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,381 | $84.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,372 | $84.0K | 0.00% | +535+63.9% | Added |
| Toth Financial Advisory Corp | 1,410 | $86.0K | 0.01% | −25−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,433 | $87.0K | 0.01% | +1,433 | New |
| Vestcor Inc | 1,480 | $90.0K | 0.00% | −315−17.5% | Reduced |
| PFG Private Wealth Management, LLC | 1,480 | $90.0K | 0.05% | +226+18.0% | Added |
| JJJ Advisors Inc. | 1,593 | $97.0K | 0.03% | +284+21.7% | Added |
| Johnson Financial Group, Inc. | 1,614 | $98.0K | 0.01% | −233−12.6% | Reduced |
| State of Wyoming | 1,607 | $98.0K | 0.05% | +1,607 | New |