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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 438 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 410 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 410 | $24.0K | 0.00% | −469−53.4% | Reduced |
| CoreFirst Bank & Trust | 373 | $22.0K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 357 | $22.0K | 0.01% | +357 | 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 |
| 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 |
| Zions Bancorporation, N.A. | 290 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 234 | $14.1K | 0.00% | −71−23.3% | Reduced |
| Anchor Investment Management, LLC | 200 | $12.0K | 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 |
| Koshinski Asset Management, Inc. | 189 | $11.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 142 | $9.00K | 0.00% | +142 | 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 |
| Bartlett & Co. Wealth Management LLC | 131 | $7.89K | 0.00% | +131 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Storebrand Asset Management AS | 41 | $2.47K | 0.00% | −3,867−99.0% | Reduced |
| 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 |
| TD Private Client Wealth LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $1.14K | 0.00% | +7+58.3% | Added |
| Raffa Wealth Management, LLC | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −60,572−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −58,564−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,239−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −18,979−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,770−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −14,608−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −10,730−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,911−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,157−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,242−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,992−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,581−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,797−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |