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, Q2 2022
Institutional positions in SEI Investments Co as of Jun 30, 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
- 456
- +1 vs. Q1 2022
- Shares held
- 95.6M
- +152.3K (+0.2%) vs. Q1 2022
- Total value
- $5.18B
- −$565.4M (−9.8%) vs. Q1 2022
- New holders
- 46
- 150 more added
- Sold out
- 45
- 163 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | −17−81.0% | Reduced |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Ellevest, Inc. | 6 | $0 | 0.00% | +6 | New |
| Eagle Bay Advisors LLC | 0 | $14 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 17 | $918 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $1.00K | 0.00% | −190−91.8% | Reduced |
| Glassman Wealth Services | 21 | $1.00K | 0.00% | −43−67.2% | Reduced |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| Steward Financial Group LLC | 27 | $1.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $2.00K | 0.00% | −79−69.3% | Reduced |
| Earnest Partners LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $2.00K | 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 |
| Disciplined Investments, LLC | 30 | $2.00K | 0.00% | +5+20.0% | Added |
| CoreCap Advisors, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Fieldpoint Private Securities, LLC | 53 | $3.00K | 0.00% | −262−83.2% | Reduced |
| Lindbrook Capital, LLC | 62 | $3.00K | 0.00% | −49−44.1% | Reduced |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $3.00K | 0.00% | +30+103.4% | Added |
| Investors Research Corp | 62 | $3.00K | 0.00% | +62 | New |
| Ronald Blue Trust, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 48 | $3.00K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 68 | $4.00K | 0.00% | −22−24.4% | Reduced |
| Tradition Wealth Management, LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 85 | $5.00K | 0.00% | −8−8.6% | Reduced |
| McIlrath & Eck, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 117 | $6.00K | 0.00% | +117 | New |
| Bessemer Group Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.08K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 150 | $8.00K | 0.00% | −9,000−98.4% | Reduced |
| Money Concepts Capital Corp | 142 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 162 | $9.00K | 0.00% | +40+32.8% | Added |
| Huntington National Bank | 189 | $10.0K | 0.00% | −142−42.9% | Reduced |
| Anchor Investment Management, LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 208 | $11.0K | 0.00% | +42+25.3% | Added |
| Delos Wealth Advisors, LLC | 248 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 249 | $13.0K | 0.01% | +249 | New |
| American Portfolios Advisors | 250 | $13.5K | 0.00% | +16+6.8% | Added |
| Allworth Financial LP | 255 | $14.0K | 0.00% | +246+2,733.3% | Added |
| Northwestern Mutual Wealth Management Co | 289 | $15.0K | 0.00% | +29+11.2% | Added |
| Zions Bancorporation, N.A. | 290 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $19.0K | 0.00% | +6+1.8% | Added |
| CoreFirst Bank & Trust | 373 | $20.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 409 | $22.0K | 0.00% | −29−6.6% | Reduced |
| Lazard Asset Management LLC | 410 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $25.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 481 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 584 | $32.0K | 0.00% | −259−30.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $32.0K | 0.03% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 611 | $33.0K | 0.01% | −59−8.8% | Reduced |
| Whittier Trust Co | 620 | $33.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 604 | $33.0K | 0.00% | +4+0.7% | Added |
| Spire Wealth Management | 616 | $33.0K | 0.00% | +12+2.0% | Added |
| Private Trust Co NA | 722 | $39.0K | 0.01% | +722 | New |
| M&R Capital Management Inc | 794 | $42.0K | 0.01% | −44−5.3% | Reduced |
| Harbor Investment Advisory, LLC | 807 | $44.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 859 | $46.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 871 | $47.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $49.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 742 | $52.0K | 0.00% | −56−7.0% | Reduced |
| State of Wyoming | 1,012 | $54.0K | 0.03% | −340−25.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,045 | $56.0K | 0.02% | +8+0.8% | Added |
| Seldon Capital LP | 1,122 | $61.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $62.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $63.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $64.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,292 | $70.0K | 0.02% | +1,292 | New |
| Swedbank AB | 1,298 | $70.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,306 | $71.0K | 0.00% | −139−9.6% | Reduced |
| Toth Financial Advisory Corp | 1,366 | $74.0K | 0.01% | −44−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,363 | $74.0K | 0.01% | +36+2.7% | Added |
| Washington Trust Advisors, Inc. | 1,422 | $77.0K | 0.01% | −11−0.8% | Reduced |
| Banque Cantonale Vaudoise | 1,416 | $77.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,595 | $86.0K | 0.01% | −2,370−59.8% | Reduced |
| Group One Trading, L.P. | 1,620 | $88.0K | 0.00% | +1,620 | New |
| South State Corp. | 1,654 | $89.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,795 | $97.0K | 0.00% | +189+11.8% | Added |
| Rockefeller Capital Management L.P. | 1,804 | $97.0K | 0.00% | +412+29.6% | Added |
| Ci Investments Inc. | 1,842 | $100.0K | 0.00% | −940−33.8% | Reduced |
| Column Capital Advisors, LLC | 1,880 | $102.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,080 | $110.0K | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,215 | $120.0K | 0.00% | −3,869−63.6% | Reduced |
| Covestor Ltd | 2,284 | $123.0K | 0.10% | +89+4.1% | Added |
| Hills Bank & Trust Co | 2,328 | $126.0K | 0.02% | −300−11.4% | Reduced |
| Aquatic Capital Management LLC | 2,400 | $130.0K | 0.04% | +2,400 | New |
| Lumature Wealth Partners, LLC | 2,500 | $135.0K | 0.06% | 00.0% | Unchanged |