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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 6,279 | $339.0K | 0.01% | +10+0.2% | Added |
| CIBC Asset Management Inc | 6,228 | $336.0K | 0.00% | −164−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,160 | $333.0K | 0.04% | +6,160 | New |
| Cetera Investment Advisers | 6,086 | $329.0K | 0.01% | +325+5.6% | Added |
| Oak Thistle LLC | 5,902 | $319.0K | 0.62% | +5,902 | New |
| Lindenwold Advisors | 5,864 | $317.0K | 0.23% | +124+2.2% | Added |
| IFG Advisory, LLC | 5,820 | $314.0K | 0.03% | −30,039−83.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,789 | $313.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,725 | $309.0K | 0.01% | +5,725 | New |
| Captrust Financial Advisors | 5,694 | $308.0K | 0.00% | +230+4.2% | Added |
| Shelton Capital Management | 5,682 | $307.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,622 | $303.0K | 0.00% | −160−2.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,700 | $303.0K | 0.17% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 5,556 | $300.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 5,528 | $299.0K | 0.01% | +370+7.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,422 | $293.0K | 0.02% | −1,714−24.0% | Reduced |
| Investment House LLC | 5,432 | $293.0K | 0.03% | 00.0% | Unchanged |
| Seeyond | 5,374 | $290.0K | 0.03% | −108−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,358 | $289.0K | 0.02% | −82−1.5% | Reduced |
| Boothbay Fund Management, LLC | 5,198 | $281.0K | 0.01% | +5,198 | New |
| Federation des caisses Desjardins du Quebec | 5,170 | $279.3K | 0.00% | +1,648+46.8% | Added |
| Bridgefront Capital, LLC | 5,170 | $279.0K | 0.31% | +5,170 | New |
| Squarepoint Ops LLC | 5,084 | $275.0K | 0.00% | +5,084 | New |
| DGS Capital Management, LLC | 5,005 | $270.0K | 0.22% | +1,269+34.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,900 | $265.0K | 0.00% | −2,613−34.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,907 | $265.0K | 0.00% | +100+2.1% | Added |
| Private Advisor Group, LLC | 4,857 | $262.0K | 0.00% | +46+1.0% | Added |
| Creative Planning | 4,785 | $259.0K | 0.00% | +63+1.3% | Added |
| GW Henssler & Associates Ltd | 4,712 | $255.0K | 0.02% | −1,921−29.0% | Reduced |
| Convergence Investment Partners, LLC | 4,559 | $246.0K | 0.15% | +4,559 | New |
| Kestra Advisory Services, LLC | 4,544 | $245.0K | 0.00% | +1,110+32.3% | Added |
| Cadent Capital Advisors, LLC | 4,491 | $243.0K | 0.14% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,480 | $242.0K | 0.16% | +60+1.4% | Added |
| Great Diamond Partners, LLC | 4,472 | $241.0K | 0.08% | +24+0.5% | Added |
| Wrapmanager Inc | 4,388 | $237.0K | 0.07% | −20−0.5% | Reduced |
| Profund Advisors LLC | 4,370 | $236.0K | 0.01% | −1,267−22.5% | Reduced |
| Dividend Assets Capital, LLC | 4,295 | $232.0K | 0.05% | −1,050−19.6% | Reduced |
| Signaturefd, LLC | 4,234 | $229.0K | 0.01% | +2,101+98.5% | Added |
| Meeder Asset Management Inc | 4,221 | $228.0K | 0.01% | +3,481+470.4% | Added |
| Pitcairn Co | 4,177 | $226.0K | 0.02% | −220−5.0% | Reduced |
| Neuberger Berman Group LLC | 4,096 | $221.0K | 0.00% | −1,871−31.4% | Reduced |
| WBH Advisory Inc | 4,000 | $216.0K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,929 | $212.0K | 0.03% | +3,929 | New |
| Symmetry Partners, LLC | 3,863 | $209.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,874 | $209.0K | 0.02% | +3,874 | New |
| Pacer Advisors, Inc. | 3,866 | $209.0K | 0.00% | +3,866 | New |
| Redpoint Investment Management Pty Ltd | 3,814 | $206.0K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,808 | $206.0K | 0.20% | −13−0.3% | Reduced |
| First Citizens Bank & Trust Co | 3,761 | $203.0K | 0.01% | −232−5.8% | Reduced |
| Qube Research & Technologies Ltd | 3,743 | $202.0K | 0.00% | −4,314−53.5% | Reduced |
| JJJ Advisors Inc. | 3,242 | $179.0K | 0.05% | +414+14.6% | Added |
| Forsta Ap-Fonden | 3,300 | $178.0K | 0.00% | −43,900−93.0% | Reduced |
| Vestcor Inc | 2,739 | $148.0K | 0.01% | +863+46.0% | Added |
| Neo Ivy Capital Management | 2,758 | $148.0K | 0.40% | +2,758 | New |
| US Bancorp | 2,592 | $141.0K | 0.00% | +641+32.9% | Added |
| Lumature Wealth Partners, LLC | 2,500 | $135.0K | 0.06% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,400 | $130.0K | 0.04% | +2,400 | New |
| Hills Bank & Trust Co | 2,328 | $126.0K | 0.02% | −300−11.4% | Reduced |
| Covestor Ltd | 2,284 | $123.0K | 0.10% | +89+4.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,215 | $120.0K | 0.00% | −3,869−63.6% | Reduced |
| Accel Wealth Management | 2,080 | $110.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,880 | $102.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,842 | $100.0K | 0.00% | −940−33.8% | Reduced |
| 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 |
| South State Corp. | 1,654 | $89.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,620 | $88.0K | 0.00% | +1,620 | New |
| Point72 Hong Kong Ltd | 1,595 | $86.0K | 0.01% | −2,370−59.8% | Reduced |
| 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 |
| 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 |
| Fifth Third Bancorp | 1,306 | $71.0K | 0.00% | −139−9.6% | Reduced |
| Swedbank AB | 1,298 | $70.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,292 | $70.0K | 0.02% | +1,292 | New |
| Private Ocean, LLC | 1,200 | $64.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $63.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,154 | $62.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 1,122 | $61.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,045 | $56.0K | 0.02% | +8+0.8% | Added |
| 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 |
| IFP Advisors, Inc | 742 | $52.0K | 0.00% | −56−7.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $49.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 871 | $47.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 859 | $46.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 807 | $44.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 794 | $42.0K | 0.01% | −44−5.3% | Reduced |
| Private Trust Co NA | 722 | $39.0K | 0.01% | +722 | New |
| 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 |
| 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 |
| Central Trust Co | 481 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $25.1K | 0.01% | 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 |