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, 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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 6,225 | $379.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,200 | $378.0K | 0.01% | +6,200 | New |
| Procyon Private Wealth Partners, LLC | 6,161 | $375.0K | 0.08% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,346 | $372.0K | 0.00% | +6,346 | New |
| Cetera Investment Advisers | 6,092 | $371.0K | 0.01% | +1,918+46.0% | Added |
| Dividend Assets Capital, LLC | 6,045 | $368.0K | 0.07% | −1,046−14.8% | Reduced |
| Diversified Trust Co | 6,002 | $366.0K | 0.01% | +1,336+28.6% | Added |
| Boothbay Fund Management, LLC | 5,992 | $365.0K | 0.01% | +5,992 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,884 | $358.0K | 0.01% | −45−0.8% | Reduced |
| Old Mission Capital LLC | 5,862 | $357.0K | 0.02% | +5,862 | New |
| TownSquare Capital, LLC | 5,795 | $353.0K | 0.01% | +5,795 | New |
| 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 |
| Shelton Capital Management | 5,682 | $346.0K | 0.01% | −922−14.0% | Reduced |
| Seeyond | 5,646 | $344.0K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,581 | $340.0K | 0.08% | +600+12.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,441 | $332.0K | 0.02% | −71−1.3% | Reduced |
| 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 |
| Lindenwold Advisors | 5,353 | $326.0K | 0.19% | +5,353 | New |
| Advisory Services Network, LLC | 5,172 | $316.0K | 0.01% | +50+1.0% | Added |
| 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 |
| Cetera Advisor Networks LLC | 4,906 | $299.0K | 0.00% | −152−3.0% | Reduced |
| Duality Advisers, LP | 4,837 | $295.0K | 0.03% | +4,837 | New |
| Veritable, L.P. | 4,830 | $294.0K | 0.00% | +20+0.4% | Added |
| Allianz Asset Management GmbH | 4,797 | $292.0K | 0.00% | +1,074+28.8% | Added |
| Great Diamond Partners, LLC | 4,673 | $284.0K | 0.07% | −8−0.2% | Reduced |
| Pitcairn Co | 4,541 | $277.0K | 0.02% | −119−2.6% | Reduced |
| Leavell Investment Management, Inc. | 4,500 | $276.0K | 0.02% | −1,000−18.2% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $274.0K | 0.12% | −159−3.4% | Reduced |
| Citadel Investment Advisory, Inc. | 4,420 | $269.0K | 0.16% | 00.0% | Unchanged |
| Congress Asset Management Co | 4,249 | $259.0K | 0.00% | +825+24.1% | Added |
| 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 |
| 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 |
| CWM Advisors, LLC | 4,047 | $247.0K | 0.03% | +162+4.2% | Added |
| WBH Advisory Inc | 4,000 | $244.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Federation des caisses Desjardins du Quebec | 3,911 | $238.2K | 0.00% | −1,478−27.4% | Reduced |
| Storebrand Asset Management AS | 3,908 | $238.2K | 0.00% | −575−12.8% | Reduced |
| Symmetry Partners, LLC | 3,863 | $235.0K | 0.01% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,818 | $233.0K | 0.17% | −209−5.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,814 | $232.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Bokf, NA | 3,572 | $218.0K | 0.00% | −191−5.1% | Reduced |
| Neo Ivy Capital Management | 3,566 | $217.0K | 0.31% | −2,047−36.5% | Reduced |
| Kestra Advisory Services, LLC | 3,445 | $210.0K | 0.00% | +52+1.5% | Added |
| Pearl River Capital, LLC | 3,426 | $209.0K | 0.06% | +3,426 | New |
| JustInvest LLC | 3,412 | $208.0K | 0.01% | +3,412 | New |
| Guggenheim Capital LLC | 3,395 | $207.0K | 0.00% | −10,460−75.5% | Reduced |
| Valley National Advisers Inc | 3,359 | $205.0K | 0.04% | +2,359+235.9% | Added |
| 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 |
| Mairs & Power Inc | 3,300 | $201.0K | 0.00% | +3,300 | New |
| Ci Investments Inc. | 3,285 | $200.0K | 0.00% | −310−8.6% | Reduced |
| Hills Bank & Trust Co | 2,703 | $165.0K | 0.02% | −12−0.4% | Reduced |
| Venturi Wealth Management, LLC | 2,600 | $158.0K | 0.01% | +2,600 | New |
| Lumature Wealth Partners, LLC | 2,500 | $152.0K | 0.06% | 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 |
| Howe & Rusling Inc | 2,000 | $122.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,900 | $116.0K | 0.00% | +1,364+254.5% | Added |
| Column Capital Advisors, LLC | 1,880 | $115.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,701 | $104.0K | 0.00% | −95−5.3% | Reduced |
| South State Corp. | 1,654 | $101.0K | 0.01% | −485−22.7% | Reduced |
| 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 |
| JJJ Advisors Inc. | 1,593 | $97.0K | 0.03% | +284+21.7% | Added |
| 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 |
| Washington Trust Advisors, Inc. | 1,433 | $87.0K | 0.01% | +1,433 | New |
| Toth Financial Advisory Corp | 1,410 | $86.0K | 0.01% | −25−1.7% | Reduced |
| STRS Ohio | 1,381 | $84.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,372 | $84.0K | 0.00% | +535+63.9% | Added |
| Swedbank AB | 1,298 | $79.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,301 | $79.0K | 0.01% | +34+2.7% | Added |
| Rockefeller Capital Management L.P. | 1,274 | $77.0K | 0.00% | −300−19.1% | Reduced |
| Smithfield Trust Co | 1,195 | $73.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $73.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,169 | $71.0K | 0.00% | +82+7.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $70.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 1,122 | $68.0K | 0.04% | +1,122 | New |
| Sterling Investment Advisors, Ltd. | 1,031 | $63.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,024 | $62.0K | 0.00% | +131+14.7% | Added |
| Endurance Wealth Management, Inc. | 1,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 992 | $60.0K | 0.08% | +992 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $55.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |