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, Q1 2022
Institutional positions in SEI Investments Co as of Mar 31, 2022. 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
- 465
- −3 vs. Q4 2021
- Shares held
- 96.4M
- −910.9K (−0.9%) vs. Q4 2021
- Total value
- $5.81B
- −$126.9M (−2.1%) vs. Q4 2021
- New holders
- 42
- 164 more added
- Sold out
- 45
- 159 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| TCWP LLC | 3 | $0 | 0.00% | +3 | New |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −742−98.7% | Reduced |
| Allworth Financial LP | 9 | $1.00K | 0.00% | −316−97.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| Parkside Financial Bank & Trust | 21 | $1.00K | 0.00% | +7+50.0% | Added |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| CFS Investment Advisory Services, LLC | 82,488 | $1.00K | 0.00% | +82,488 | New |
| Raffa Wealth Management, LLC | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $1.14K | 0.00% | +7+58.3% | Added |
| TD Private Client Wealth LLC | 33 | $1.99K | 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 |
| Schubert & Co | 29 | $2.00K | 0.00% | +6+26.1% | Added |
| Prospera Financial Services Inc | 40 | $2.00K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Storebrand Asset Management AS | 41 | $2.47K | 0.00% | −3,867−99.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46 | $3.00K | 0.00% | −110−70.5% | Reduced |
| Earnest Partners LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 51 | $3.00K | 0.00% | +51 | New |
| Glassman Wealth Services | 64 | $4.00K | 0.00% | −19−22.9% | Reduced |
| Asset Dedication, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $4.00K | 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 |
| JFS Wealth Advisors, LLC | 90 | $5.00K | 0.00% | +54+150.0% | Added |
| CVA Family Office, LLC | 75 | $5.00K | 0.00% | +45+150.0% | Added |
| Vigilant Capital Management, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 122 | $7.00K | 0.00% | −486−79.9% | Reduced |
| Concord Wealth Partners | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 111 | $7.00K | 0.00% | +10+9.9% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $7.89K | 0.00% | +131 | New |
| Bessemer Group Inc | 130 | $8.00K | 0.00% | −183−58.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | +131 | New |
| Money Concepts Capital Corp | 142 | $9.00K | 0.00% | +142 | New |
| Crewe Advisors LLC | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 189 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 207 | $12.0K | 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 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 234 | $14.1K | 0.00% | −71−23.3% | Reduced |
| Delos Wealth Advisors, LLC | 248 | $15.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 260 | $15.0K | 0.00% | +190+271.4% | Added |
| Zions Bancorporation, N.A. | 290 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 315 | $19.0K | 0.00% | +80+34.0% | Added |
| Creative Financial Designs Inc | 320 | $19.0K | 0.00% | +260+433.3% | Added |
| Global Retirement Partners, LLC | 338 | $19.0K | 0.00% | +338 | New |
| National Bank of Canada | 340 | $20.0K | 0.00% | −38−10.1% | Reduced |
| Huntington National Bank | 331 | $20.0K | 0.00% | +5+1.5% | Added |
| CoreFirst Bank & Trust | 373 | $22.0K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 357 | $22.0K | 0.01% | +357 | New |
| Lazard Asset Management LLC | 410 | $24.0K | 0.00% | −469−53.4% | Reduced |
| Sandy Spring Bank | 410 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 438 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $28.0K | 0.01% | +465 | New |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $36.0K | 0.03% | +600 | New |
| Whittier Trust Co | 620 | $37.0K | 0.00% | −404−39.5% | Reduced |
| Umb Bank N A | 621 | $37.0K | 0.00% | −223−26.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 647 | $39.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 670 | $40.0K | 0.01% | +58+9.5% | Added |
| Rockbridge Investment Management, LCC | 663 | $40.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 740 | $45.0K | 0.00% | −137−15.6% | Reduced |
| Harbor Investment Advisory, LLC | 807 | $49.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 838 | $50.0K | 0.01% | +5+0.6% | Added |
| Quadrant Capital Group LLC | 843 | $51.0K | 0.01% | +431+104.6% | Added |
| First Manhattan Co | 871 | $52.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 859 | $52.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $54.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 798 | $56.0K | 0.00% | +732+1,109.1% | Added |
| Endurance Wealth Management, Inc. | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,001 | $60.0K | 0.02% | +1,001 | New |
| Sterling Investment Advisors, Ltd. | 1,037 | $62.0K | 0.02% | +6+0.6% | Added |
| Seldon Capital LP | 1,122 | $68.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $69.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $72.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $72.0K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $78.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,327 | $80.0K | 0.01% | +26+2.0% | Added |
| State of Wyoming | 1,352 | $81.0K | 0.04% | −255−15.9% | Reduced |
| STRS Ohio | 1,381 | $83.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,392 | $83.0K | 0.00% | +118+9.3% | Added |
| Banque Cantonale Vaudoise | 1,416 | $85.0K | 0.00% | −16,100−91.9% | Reduced |
| Toth Financial Advisory Corp | 1,410 | $85.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,433 | $86.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,445 | $87.0K | 0.00% | +276+23.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,606 | $97.0K | 0.00% | −95−5.6% | Reduced |
| South State Corp. | 1,654 | $100.0K | 0.01% | 00.0% | Unchanged |