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, 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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 6,633 | $399.0K | 0.02% | +138+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,486 | $391.0K | 0.08% | +325+5.3% | Added |
| JustInvest LLC | 6,407 | $386.0K | 0.02% | +2,995+87.8% | Added |
| CIBC Asset Management Inc | 6,392 | $385.0K | 0.00% | +28+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,084 | $366.0K | 0.00% | −25,047−80.5% | Reduced |
| Alps Advisors Inc | 6,070 | $365.0K | 0.00% | +6,070 | New |
| Neuberger Berman Group LLC | 5,967 | $359.0K | 0.00% | −379−6.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,269 | $356.0K | 0.01% | +6,269 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,789 | $349.0K | 0.01% | −95−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 5,782 | $348.0K | 0.00% | +55+1.0% | Added |
| Cetera Investment Advisers | 5,761 | $347.0K | 0.00% | −331−5.4% | Reduced |
| Lindenwold Advisors | 5,740 | $346.0K | 0.21% | +387+7.2% | Added |
| Shelton Capital Management | 5,682 | $342.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,637 | $339.0K | 0.01% | +207+3.8% | Added |
| Grant/GrossMendelsohn, LLC | 5,700 | $336.0K | 0.17% | +5,700 | New |
| Daiwa Securities Group Inc. | 5,556 | $335.0K | 0.00% | −669−10.7% | Reduced |
| Seeyond | 5,482 | $330.0K | 0.03% | −164−2.9% | Reduced |
| Captrust Financial Advisors | 5,464 | $329.0K | 0.00% | +4,092+298.3% | Added |
| 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 |
| Investment House LLC | 5,432 | $327.0K | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 5,406 | $325.0K | 0.00% | +5,406 | New |
| Dividend Assets Capital, LLC | 5,345 | $322.0K | 0.06% | −700−11.6% | Reduced |
| Veritable, L.P. | 5,158 | $311.0K | 0.00% | +328+6.8% | Added |
| 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 |
| Lido Advisors, LLC | 4,921 | $296.0K | 0.01% | +4,921 | New |
| Pearl River Capital, LLC | 4,902 | $295.0K | 0.08% | +1,476+43.1% | Added |
| Private Advisor Group, LLC | 4,811 | $290.0K | 0.00% | +639+15.3% | Added |
| Meiji Yasuda Life Insurance Co | 4,807 | $289.0K | 0.00% | +618+14.8% | Added |
| Creative Planning | 4,722 | $284.0K | 0.00% | −11,651−71.2% | Reduced |
| Twin Tree Management, LP | 4,643 | $280.0K | 0.01% | +3,771+432.5% | Added |
| CTC Capital Management, LLC | 4,621 | $278.0K | 0.75% | +4,621 | New |
| Cadent Capital Advisors, LLC | 4,491 | $270.0K | 0.12% | 00.0% | Unchanged |
| Congress Asset Management Co | 4,443 | $268.0K | 0.00% | +194+4.6% | Added |
| 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 |
| Citadel Investment Advisory, Inc. | 4,420 | $266.0K | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 4,397 | $265.0K | 0.02% | −144−3.2% | Reduced |
| Wrapmanager Inc | 4,408 | $265.0K | 0.07% | +4,408 | New |
| Balentine LLC | 4,132 | $249.0K | 0.01% | +4,132 | New |
| First Citizens Bank & Trust Co | 3,993 | $240.0K | 0.01% | +75+1.9% | Added |
| Point72 Hong Kong Ltd | 3,965 | $239.0K | 0.02% | −4,801−54.8% | Reduced |
| Congress Wealth Management LLC | 3,943 | $237.0K | 0.01% | +148+3.9% | Added |
| CWM Advisors, LLC | 3,890 | $234.0K | 0.03% | −157−3.9% | Reduced |
| Symmetry Partners, LLC | 3,863 | $233.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,000 | $231.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| DGS Capital Management, LLC | 3,736 | $225.0K | 0.14% | +3,736 | New |
| Bokf, NA | 3,560 | $214.0K | 0.00% | −12−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,522 | $212.1K | 0.00% | −389−9.9% | Reduced |
| Kestra Advisory Services, LLC | 3,434 | $207.0K | 0.00% | −11−0.3% | Reduced |
| JJJ Advisors Inc. | 2,828 | $170.0K | 0.05% | +1,235+77.5% | Added |
| Ci Investments Inc. | 2,782 | $168.0K | 0.00% | −503−15.3% | Reduced |
| Hills Bank & Trust Co | 2,628 | $158.0K | 0.02% | −75−2.8% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $151.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 2,195 | $132.0K | 0.09% | +1,203+121.3% | Added |
| Signaturefd, LLC | 2,133 | $128.0K | 0.00% | +1,282+150.6% | Added |
| Accel Wealth Management | 2,080 | $127.0K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,000 | $120.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,951 | $117.0K | 0.00% | −133−6.4% | Reduced |
| 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 |
| South State Corp. | 1,654 | $100.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,606 | $97.0K | 0.00% | −95−5.6% | Reduced |
| Fifth Third Bancorp | 1,445 | $87.0K | 0.00% | +276+23.6% | Added |
| Washington Trust Advisors, Inc. | 1,433 | $86.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| State of Wyoming | 1,352 | $81.0K | 0.04% | −255−15.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,327 | $80.0K | 0.01% | +26+2.0% | Added |
| Swedbank AB | 1,298 | $78.2K | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $69.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 1,122 | $68.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,037 | $62.0K | 0.02% | +6+0.6% | 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 |
| IFP Advisors, Inc | 798 | $56.0K | 0.00% | +732+1,109.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 871 | $52.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 859 | $52.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 843 | $51.0K | 0.01% | +431+104.6% | Added |
| M&R Capital Management Inc | 838 | $50.0K | 0.01% | +5+0.6% | Added |
| Harbor Investment Advisory, LLC | 807 | $49.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 740 | $45.0K | 0.00% | −137−15.6% | Reduced |
| Rockbridge Investment Management, LCC | 663 | $40.6K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 670 | $40.0K | 0.01% | +58+9.5% | Added |
| Fortitude Advisory Group L.L.C. | 647 | $39.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $28.0K | 0.01% | +465 | New |