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, Q3 2022
Institutional positions in SEI Investments Co as of Sep 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
- 433
- −22 vs. Q2 2022
- Shares held
- 94.3M
- −1.22M (−1.3%) vs. Q2 2022
- Total value
- $4.63B
- −$551.2M (−10.6%) vs. Q2 2022
- New holders
- 28
- 132 more added
- Sold out
- 50
- 169 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 2 | $98 | 0.00% | −17−89.5% | Reduced |
| Raffa Wealth Management, LLC | 17 | $834 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $1.00K | 0.00% | −242−94.9% | Reduced |
| Disciplined Investments, LLC | 26 | $1.00K | 0.00% | −4−13.3% | Reduced |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 23 | $1.00K | 0.00% | +2+9.5% | Added |
| Quent Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 16 | $1.00K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $2.00K | 0.00% | −155−76.4% | Reduced |
| First Horizon Advisors, Inc. | 57 | $2.00K | 0.00% | −105−64.8% | 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. | 49 | $2.00K | 0.00% | +8+19.5% | Added |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.00K | 0.00% | −1,100−95.3% | Reduced |
| Vigilant Capital Management, LLC | 67 | $3.00K | 0.00% | −18−21.2% | Reduced |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $3.00K | 0.00% | +2+3.2% | Added |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.00K | 0.00% | +11+22.9% | Added |
| Schubert & Co | 60 | $3.00K | 0.00% | +1+1.7% | Added |
| Capital Advisors, Ltd. LLC | 60 | $3.00K | 0.00% | +49+445.5% | Added |
| Asset Dedication, LLC | 63 | $3.00K | 0.00% | +63 | New |
| Credential Qtrade Securities Inc. | 74 | $3.63K | 0.00% | +74 | New |
| McIlrath & Eck, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $6.00K | 0.00% | +48+70.6% | Added |
| Investors Research Corp | 121 | $6.00K | 0.00% | +59+95.2% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $6.43K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 160 | $8.00K | 0.00% | +154+2,566.7% | Added |
| Huntington National Bank | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 208 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 214 | $11.0K | 0.00% | +170+386.4% | Added |
| American Portfolios Advisors | 236 | $11.6K | 0.00% | −14−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 244 | $12.0K | 0.00% | −45−15.6% | Reduced |
| Riverview Trust Co | 249 | $12.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 283 | $13.0K | 0.00% | −511−64.4% | Reduced |
| Zions Bancorporation, N.A. | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 320 | $16.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 368 | $18.0K | 0.00% | −64,826−99.4% | Reduced |
| CoreFirst Bank & Trust | 373 | $18.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 409 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $22.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 481 | $24.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $29.0K | 0.00% | −4−0.7% | Reduced |
| Whittier Trust Co | 620 | $30.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 611 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $30.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 604 | $30.0K | 0.00% | +20+3.4% | Added |
| Spire Wealth Management | 634 | $31.0K | 0.00% | +18+2.9% | Added |
| Private Trust Co NA | 722 | $35.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 807 | $40.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 808 | $40.0K | 0.00% | +808 | New |
| Canada Pension Plan Investment Board | 841 | $41.0K | 0.00% | −31,900−97.4% | Reduced |
| First Manhattan Co | 871 | $42.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,015 | $50.0K | 0.00% | −12,613−92.6% | Reduced |
| Seldon Capital LP | 1,122 | $55.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 822 | $57.0K | 0.00% | +80+10.8% | Added |
| Bessemer Group Inc | 1,158 | $57.0K | 0.00% | +1,028+790.8% | Added |
| Private Ocean, LLC | 1,200 | $58.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $59.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,241 | $61.0K | 0.01% | −51−3.9% | Reduced |
| Swedbank AB | 1,298 | $63.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,366 | $67.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,364 | $67.0K | 0.00% | +58+4.4% | Added |
| SRS Capital Advisors, Inc. | 1,382 | $68.0K | 0.01% | +19+1.4% | Added |
| Simplex Trading, LLC | 1,391 | $68.0K | 0.00% | +1,391 | New |
| Banque Cantonale Vaudoise | 1,416 | $69.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,422 | $70.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,620 | $79.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,654 | $81.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,803 | $88.0K | 0.00% | −39−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,847 | $90.0K | 0.00% | +43+2.4% | Added |
| Twin Tree Management, LP | 1,869 | $92.0K | 0.00% | −14,724−88.7% | Reduced |
| Column Capital Advisors, LLC | 1,880 | $92.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,916 | $94.0K | 0.00% | +121+6.7% | Added |
| Howe & Rusling Inc | 2,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,188 | $107.0K | 0.09% | −96−4.2% | Reduced |
| Accel Wealth Management | 2,080 | $107.0K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,203 | $108.0K | 0.02% | −125−5.4% | Reduced |
| State of Wyoming | 2,365 | $116.0K | 0.06% | +1,353+133.7% | Added |
| US Bancorp | 2,509 | $123.0K | 0.00% | −83−3.2% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $123.0K | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,659 | $130.0K | 0.00% | +444+20.0% | Added |
| Vestcor Inc | 2,751 | $135.0K | 0.01% | +12+0.4% | Added |