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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 833 | $50.0K | 0.01% | −100−10.7% | Reduced |
| Harbor Investment Advisory, LLC | 807 | $49.0K | 0.01% | +807 | New |
| Canada Pension Plan Investment Board | 752 | $45.0K | 0.00% | −28,852−97.5% | Reduced |
| Rockbridge Investment Management, LCC | 663 | $40.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 656 | $40.0K | 0.00% | +656 | New |
| Fortitude Advisory Group L.L.C. | 647 | $39.0K | 0.02% | +647 | New |
| 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 |
| First Horizon Advisors, Inc. | 608 | $36.0K | 0.00% | −46−7.0% | Reduced |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 438 | $27.0K | 0.00% | +38+9.5% | Added |
| Quadrant Capital Group LLC | 412 | $25.0K | 0.00% | −11−2.6% | Reduced |
| Sandy Spring Bank | 410 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 386 | $24.0K | 0.00% | +386 | New |
| CoreFirst Bank & Trust | 373 | $23.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 378 | $23.0K | 0.00% | +378 | New |
| Huntington National Bank | 326 | $20.0K | 0.00% | −9−2.7% | Reduced |
| Allworth Financial LP | 325 | $20.0K | 0.00% | +133+69.3% | Added |
| Private Capital Group, LLC | 311 | $19.0K | 0.00% | −173−35.7% | Reduced |
| Bessemer Group Inc | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 305 | $18.6K | 0.00% | −409−57.3% | Reduced |
| Zions Bancorporation, N.A. | 290 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | −34−10.3% | Reduced |
| Delos Wealth Advisors, LLC | 248 | $15.0K | 0.01% | +248 | New |
| Fieldpoint Private Securities, LLC | 235 | $14.0K | 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 |
| Anchor Investment Management, LLC | 200 | $12.2K | 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 |
| Koshinski Asset Management, Inc. | 189 | $11.5K | 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 |
| Whittier Trust Co of Nevada Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 33 | $2.01K | 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 |
| Raffa Wealth Management, LLC | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 12 | $731 | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Sunriver Management LLC | 0 | $0 | 0.00% | −265,162−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −157,717−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −154,537−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −115,651−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −88,500−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −67,571−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −61,135−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −54,859−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −53,566−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −15,404−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,259−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −9,887−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −5,560−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −433−100.0% | Sold out |