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 |
|---|---|---|---|---|---|
| South State Corp. | 1,654 | $101.0K | 0.01% | −485−22.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,701 | $104.0K | 0.00% | −95−5.3% | Reduced |
| Column Capital Advisors, LLC | 1,880 | $115.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,900 | $116.0K | 0.00% | +1,364+254.5% | Added |
| Howe & Rusling Inc | 2,000 | $122.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,080 | $127.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 2,084 | $127.0K | 0.00% | +24+1.2% | Added |
| Lumature Wealth Partners, LLC | 2,500 | $152.0K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,600 | $158.0K | 0.01% | +2,600 | New |
| Hills Bank & Trust Co | 2,703 | $165.0K | 0.02% | −12−0.4% | Reduced |
| Ci Investments Inc. | 3,285 | $200.0K | 0.00% | −310−8.6% | Reduced |
| Mairs & Power Inc | 3,300 | $201.0K | 0.00% | +3,300 | New |
| Balyasny Asset Management LLC | 3,321 | $202.0K | 0.00% | +3,321 | New |
| Modera Wealth Management, LLC | 3,307 | $202.0K | 0.01% | +3,307 | New |
| Valley National Advisers Inc | 3,359 | $205.0K | 0.04% | +2,359+235.9% | Added |
| Guggenheim Capital LLC | 3,395 | $207.0K | 0.00% | −10,460−75.5% | Reduced |
| JustInvest LLC | 3,412 | $208.0K | 0.01% | +3,412 | New |
| Pearl River Capital, LLC | 3,426 | $209.0K | 0.06% | +3,426 | New |
| Kestra Advisory Services, LLC | 3,445 | $210.0K | 0.00% | +52+1.5% | Added |
| Neo Ivy Capital Management | 3,566 | $217.0K | 0.31% | −2,047−36.5% | Reduced |
| Bokf, NA | 3,572 | $218.0K | 0.00% | −191−5.1% | Reduced |
| Pluribus Labs, LLC | 3,797 | $231.0K | 0.24% | +3,797 | New |
| Congress Wealth Management LLC | 3,795 | $231.0K | 0.00% | +3,795 | New |
| Redpoint Investment Management Pty Ltd | 3,814 | $232.0K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,818 | $233.0K | 0.17% | −209−5.2% | Reduced |
| Symmetry Partners, LLC | 3,863 | $235.0K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,908 | $238.2K | 0.00% | −575−12.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,911 | $238.2K | 0.00% | −1,478−27.4% | Reduced |
| First Citizens Bank & Trust Co | 3,918 | $239.0K | 0.01% | +126+3.3% | Added |
| Alphasimplex Group, LLC | 3,921 | $239.0K | 0.41% | +3,921 | New |
| Teza Capital Management LLC | 3,921 | $239.0K | 0.06% | +3,921 | New |
| PEAK6 Investments LLC | 3,930 | $239.0K | 0.01% | +3,930 | New |
| WBH Advisory Inc | 4,000 | $244.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,047 | $247.0K | 0.03% | +162+4.2% | Added |
| Private Advisor Group, LLC | 4,172 | $254.0K | 0.00% | +46+1.1% | Added |
| Keebeck Alpha, LP | 4,161 | $254.0K | 0.09% | +4,161 | New |
| Petrus Trust Company, LTA | 4,186 | $255.0K | 0.03% | −248−5.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,189 | $255.0K | 0.00% | −201−4.6% | Reduced |
| Congress Asset Management Co | 4,249 | $259.0K | 0.00% | +825+24.1% | Added |
| Citadel Investment Advisory, Inc. | 4,420 | $269.0K | 0.16% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,491 | $274.0K | 0.12% | −159−3.4% | Reduced |
| Leavell Investment Management, Inc. | 4,500 | $276.0K | 0.02% | −1,000−18.2% | Reduced |
| Pitcairn Co | 4,541 | $277.0K | 0.02% | −119−2.6% | Reduced |
| Great Diamond Partners, LLC | 4,673 | $284.0K | 0.07% | −8−0.2% | Reduced |
| Allianz Asset Management GmbH | 4,797 | $292.0K | 0.00% | +1,074+28.8% | Added |
| Veritable, L.P. | 4,830 | $294.0K | 0.00% | +20+0.4% | Added |
| Duality Advisers, LP | 4,837 | $295.0K | 0.03% | +4,837 | New |
| Cetera Advisor Networks LLC | 4,906 | $299.0K | 0.00% | −152−3.0% | Reduced |
| Snowden Capital Advisors LLC | 4,964 | $302.0K | 0.02% | −4,018−44.7% | Reduced |
| DF Dent & Co Inc | 4,953 | $302.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,172 | $316.0K | 0.01% | +50+1.0% | Added |
| Lindenwold Advisors | 5,353 | $326.0K | 0.19% | +5,353 | New |
| Profund Advisors LLC | 5,430 | $331.0K | 0.01% | −314−5.5% | Reduced |
| Investment House LLC | 5,432 | $331.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,441 | $332.0K | 0.02% | −71−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,581 | $340.0K | 0.08% | +600+12.0% | Added |
| Seeyond | 5,646 | $344.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 5,682 | $346.0K | 0.01% | −922−14.0% | Reduced |
| Commonwealth Equity Services, LLC | 5,727 | $349.0K | 0.00% | +774+15.6% | Added |
| Fox Run Management, L.L.C. | 5,731 | $349.0K | 0.21% | +5,731 | New |
| TownSquare Capital, LLC | 5,795 | $353.0K | 0.01% | +5,795 | New |
| Old Mission Capital LLC | 5,862 | $357.0K | 0.02% | +5,862 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,884 | $358.0K | 0.01% | −45−0.8% | Reduced |
| Boothbay Fund Management, LLC | 5,992 | $365.0K | 0.01% | +5,992 | New |
| Diversified Trust Co | 6,002 | $366.0K | 0.01% | +1,336+28.6% | Added |
| Dividend Assets Capital, LLC | 6,045 | $368.0K | 0.07% | −1,046−14.8% | Reduced |
| Cetera Investment Advisers | 6,092 | $371.0K | 0.01% | +1,918+46.0% | Added |
| Neuberger Berman Group LLC | 6,346 | $372.0K | 0.00% | +6,346 | New |
| Procyon Private Wealth Partners, LLC | 6,161 | $375.0K | 0.08% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,200 | $378.0K | 0.01% | +6,200 | New |
| Daiwa Securities Group Inc. | 6,225 | $379.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,280 | $383.0K | 0.00% | −12,877−67.2% | Reduced |
| CIBC Asset Management Inc | 6,364 | $388.0K | 0.00% | +627+10.9% | Added |
| GW Henssler & Associates Ltd | 6,495 | $396.0K | 0.03% | +6,495 | New |
| Segall Bryant & Hamill, LLC | 6,732 | $410.0K | 0.00% | −24−0.4% | Reduced |
| AXA S.A. | 6,850 | $417.0K | 0.00% | +6,850 | New |
| Bailey Value Limited Partnership | 7,000 | $426.0K | 0.48% | +7,000 | New |
| Vestmark Advisory Solutions, Inc. | 7,009 | $427.0K | 0.02% | +1,061+17.8% | Added |
| Mercer Global Advisors Inc | 7,046 | $429.0K | 0.00% | +1,330+23.3% | Added |
| Front Street Capital Management, Inc. | 7,105 | $433.0K | 0.08% | −106−1.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,207 | $439.0K | 0.15% | +106+1.5% | Added |
| Prelude Capital Management, LLC | 7,242 | $441.0K | 0.02% | +7,242 | New |
| Fayez Sarofim & Co | 7,300 | $445.0K | 0.00% | −600−7.6% | Reduced |
| Ghe, LLC | 7,360 | $449.0K | 0.34% | +7,360 | New |
| Maryland State Retirement & Pension System | 7,488 | $456.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,512 | $458.0K | 0.01% | −198−2.6% | Reduced |
| Beaumont Financial Partners, LLC | 7,590 | $463.0K | 0.03% | −700−8.4% | Reduced |
| Haverford Trust Co | 7,870 | $480.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,013 | $488.0K | 0.00% | −11,561−59.1% | Reduced |
| Point72 Hong Kong Ltd | 8,766 | $534.0K | 0.04% | +8,766 | New |
| DekaBank Deutsche Girozentrale | 8,687 | $537.0K | 0.00% | −2,351−21.3% | Reduced |
| Abbot Financial Management, Inc. | 8,900 | $542.0K | 0.24% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 9,150 | $558.0K | 0.04% | −500−5.2% | Reduced |
| Quadrature Capital Ltd | 9,157 | $558.0K | 0.03% | +4,871+113.6% | Added |
| Gotham Asset Management, LLC | 9,173 | $559.0K | 0.02% | +9,173 | New |
| Nordea Investment Management AB | 9,138 | $560.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,392 | $572.0K | 0.00% | −641−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,424 | $573.0K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 9,467 | $576.9K | 0.01% | +452+5.0% | Added |
| Securian Asset Management, Inc | 9,492 | $578.0K | 0.01% | −123−1.3% | Reduced |