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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 373 | $20.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $19.0K | 0.00% | +6+1.8% | Added |
| Creative Financial Designs Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 290 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 289 | $15.0K | 0.00% | +29+11.2% | Added |
| Allworth Financial LP | 255 | $14.0K | 0.00% | +246+2,733.3% | Added |
| American Portfolios Advisors | 250 | $13.5K | 0.00% | +16+6.8% | Added |
| Delos Wealth Advisors, LLC | 248 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 249 | $13.0K | 0.01% | +249 | New |
| Farmers & Merchants Investments Inc | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 208 | $11.0K | 0.00% | +42+25.3% | Added |
| Anchor Investment Management, LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 189 | $10.0K | 0.00% | −142−42.9% | Reduced |
| First Horizon Advisors, Inc. | 162 | $9.00K | 0.00% | +40+32.8% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 131 | $7.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| Prestige Wealth Management Group LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 117 | $6.00K | 0.00% | +117 | New |
| Vigilant Capital Management, LLC | 85 | $5.00K | 0.00% | −8−8.6% | Reduced |
| McIlrath & Eck, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $1.03K | 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 |
| Raffa Wealth Management, LLC | 17 | $918 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 0 | $14 | 0.00% | 0 | New |
| 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 |
| Longfellow Investment Management Co LLC | 5 | – | – | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −278,230−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −117,082−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −65,881−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −55,659−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −47,034−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −42,661−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,911−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −21,045−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −19,551−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −16,518−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,337−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,505−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,088−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −7,326−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,246−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −7,226−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,958−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −5,406−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,948−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,921−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −82,488−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |