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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 1,880 | $113.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,876 | $113.0K | 0.00% | +396+26.8% | Added |
| US Bancorp | 1,951 | $117.0K | 0.00% | −133−6.4% | Reduced |
| Howe & Rusling Inc | 2,000 | $120.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,080 | $127.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,133 | $128.0K | 0.00% | +1,282+150.6% | Added |
| Covestor Ltd | 2,195 | $132.0K | 0.09% | +1,203+121.3% | Added |
| Lumature Wealth Partners, LLC | 2,500 | $151.0K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,628 | $158.0K | 0.02% | −75−2.8% | Reduced |
| Ci Investments Inc. | 2,782 | $168.0K | 0.00% | −503−15.3% | Reduced |
| JJJ Advisors Inc. | 2,828 | $170.0K | 0.05% | +1,235+77.5% | Added |
| Kestra Advisory Services, LLC | 3,434 | $207.0K | 0.00% | −11−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,522 | $212.1K | 0.00% | −389−9.9% | Reduced |
| Bokf, NA | 3,560 | $214.0K | 0.00% | −12−0.3% | Reduced |
| DGS Capital Management, LLC | 3,736 | $225.0K | 0.14% | +3,736 | New |
| Paces Ferry Wealth Advisors, LLC | 3,821 | $230.0K | 0.18% | +3+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 3,814 | $230.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,000 | $231.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,863 | $233.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,890 | $234.0K | 0.03% | −157−3.9% | Reduced |
| Congress Wealth Management LLC | 3,943 | $237.0K | 0.01% | +148+3.9% | Added |
| Point72 Hong Kong Ltd | 3,965 | $239.0K | 0.02% | −4,801−54.8% | Reduced |
| First Citizens Bank & Trust Co | 3,993 | $240.0K | 0.01% | +75+1.9% | Added |
| Balentine LLC | 4,132 | $249.0K | 0.01% | +4,132 | New |
| Pitcairn Co | 4,397 | $265.0K | 0.02% | −144−3.2% | Reduced |
| Wrapmanager Inc | 4,408 | $265.0K | 0.07% | +4,408 | New |
| Citadel Investment Advisory, Inc. | 4,420 | $266.0K | 0.15% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,448 | $267.0K | 0.07% | −225−4.8% | Reduced |
| XTX Topco Ltd | 4,428 | $267.0K | 0.12% | +4,428 | New |
| Congress Asset Management Co | 4,443 | $268.0K | 0.00% | +194+4.6% | Added |
| Cadent Capital Advisors, LLC | 4,491 | $270.0K | 0.12% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 4,621 | $278.0K | 0.75% | +4,621 | New |
| Twin Tree Management, LP | 4,643 | $280.0K | 0.01% | +3,771+432.5% | Added |
| Creative Planning | 4,722 | $284.0K | 0.00% | −11,651−71.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,807 | $289.0K | 0.00% | +618+14.8% | Added |
| Private Advisor Group, LLC | 4,811 | $290.0K | 0.00% | +639+15.3% | Added |
| Pearl River Capital, LLC | 4,902 | $295.0K | 0.08% | +1,476+43.1% | Added |
| Lido Advisors, LLC | 4,921 | $296.0K | 0.01% | +4,921 | New |
| DF Dent & Co Inc | 4,953 | $298.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,948 | $298.0K | 0.00% | +42+0.9% | Added |
| Veritable, L.P. | 5,158 | $311.0K | 0.00% | +328+6.8% | Added |
| Dividend Assets Capital, LLC | 5,345 | $322.0K | 0.06% | −700−11.6% | Reduced |
| Pendal Group Limited | 5,406 | $325.0K | 0.00% | +5,406 | New |
| Investment House LLC | 5,432 | $327.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,440 | $328.0K | 0.00% | −1,606−22.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,440 | $328.0K | 0.02% | −10.0% | Reduced |
| Captrust Financial Advisors | 5,464 | $329.0K | 0.00% | +4,092+298.3% | Added |
| Seeyond | 5,482 | $330.0K | 0.03% | −164−2.9% | Reduced |
| Daiwa Securities Group Inc. | 5,556 | $335.0K | 0.00% | −669−10.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,700 | $336.0K | 0.17% | +5,700 | New |
| Profund Advisors LLC | 5,637 | $339.0K | 0.01% | +207+3.8% | Added |
| Shelton Capital Management | 5,682 | $342.0K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,740 | $346.0K | 0.21% | +387+7.2% | Added |
| Cetera Investment Advisers | 5,761 | $347.0K | 0.00% | −331−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,782 | $348.0K | 0.00% | +55+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,789 | $349.0K | 0.01% | −95−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,269 | $356.0K | 0.01% | +6,269 | New |
| Neuberger Berman Group LLC | 5,967 | $359.0K | 0.00% | −379−6.0% | Reduced |
| Alps Advisors Inc | 6,070 | $365.0K | 0.00% | +6,070 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,084 | $366.0K | 0.00% | −25,047−80.5% | Reduced |
| CIBC Asset Management Inc | 6,392 | $385.0K | 0.00% | +28+0.4% | Added |
| JustInvest LLC | 6,407 | $386.0K | 0.02% | +2,995+87.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,486 | $391.0K | 0.08% | +325+5.3% | Added |
| GW Henssler & Associates Ltd | 6,633 | $399.0K | 0.02% | +138+2.1% | Added |
| Haverford Trust Co | 6,670 | $402.0K | 0.00% | −1,200−15.2% | Reduced |
| Segall Bryant & Hamill, LLC | 6,732 | $405.0K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 6,815 | $410.0K | 0.03% | −775−10.2% | Reduced |
| Seven Eight Capital, LP | 6,958 | $419.0K | 0.06% | +6,958 | New |
| Bailey Value Limited Partnership | 7,000 | $421.0K | 0.54% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,066 | $425.0K | 0.01% | +1,271+21.9% | Added |
| Front Street Capital Management, Inc. | 7,105 | $428.0K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,136 | $430.0K | 0.02% | +127+1.8% | Added |
| Legacy Wealth Asset Management, LLC | 7,226 | $435.0K | 0.15% | +19+0.3% | Added |
| PEAK6 Investments LLC | 7,246 | $436.0K | 0.01% | +3,316+84.4% | Added |
| Fayez Sarofim & Co | 7,300 | $440.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,326 | $441.1K | 0.04% | +7,326 | New |
| Maryland State Retirement & Pension System | 7,488 | $451.0K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,513 | $452.0K | 0.00% | −23,379−75.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,570 | $456.0K | 0.01% | +1,370+22.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,625 | $458.0K | 0.04% | −1,799−19.1% | Reduced |
| Ghe, LLC | 7,771 | $468.0K | 0.39% | +411+5.6% | Added |
| Glenmede Trust Co NA | 8,017 | $482.0K | 0.00% | −31,012−79.5% | Reduced |
| Qube Research & Technologies Ltd | 8,057 | $485.0K | 0.00% | −178,544−95.7% | Reduced |
| Ergoteles LLC | 8,088 | $487.0K | 0.02% | +8,088 | New |
| D. E. Shaw & Co., Inc. | 8,505 | $512.0K | 0.00% | −70,634−89.3% | Reduced |
| Baldwin Investment Management, LLC | 8,530 | $514.0K | 0.14% | −1,816−17.6% | Reduced |
| Abbot Financial Management, Inc. | 8,900 | $536.0K | 0.26% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,048 | $544.0K | 0.02% | +1,536+20.4% | Added |
| King Luther Capital Management Corp | 9,140 | $550.0K | 0.00% | −3,378−27.0% | Reduced |
| Hillsdale Investment Management Inc. | 9,150 | $550.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,154 | $551.0K | 0.00% | −22,914−71.5% | Reduced |
| Natixis | 9,197 | $554.0K | 0.00% | −23,985−72.3% | Reduced |
| Nordea Investment Management AB | 9,138 | $562.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 9,392 | $565.0K | 0.01% | −100−1.1% | Reduced |
| Standard Life Aberdeen plc | 9,249 | $566.0K | 0.00% | −459−4.7% | Reduced |
| Westpac Banking Corp | 9,467 | $570.0K | 0.01% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 9,600 | $578.0K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,633 | $580.0K | 0.00% | +241+2.6% | Added |
| Logan Capital Management Inc | 9,700 | $584.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,597 | $588.0K | 0.02% | +7,697+405.1% | Added |