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, 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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,862 | $288.0K | 0.01% | +73+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,799 | $284.0K | 0.02% | +377+7.0% | Added |
| Shelton Capital Management | 5,682 | $279.0K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 5,700 | $279.0K | 0.15% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,648 | $277.0K | 0.00% | +26+0.5% | Added |
| Ethic Inc. | 5,614 | $275.0K | 0.02% | −765−12.0% | Reduced |
| Daiwa Securities Group Inc. | 5,611 | $275.0K | 0.00% | +55+1.0% | Added |
| Investment House LLC | 5,432 | $266.0K | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 5,200 | $255.0K | 0.00% | +1,900+57.6% | Added |
| Engineers Gate Manager LP | 5,162 | $253.0K | 0.02% | −6,470−55.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,152 | $252.7K | 0.00% | −18−0.3% | Reduced |
| Seeyond | 5,098 | $250.0K | 0.03% | −276−5.1% | Reduced |
| Cetera Investment Advisers | 5,084 | $249.0K | 0.00% | −1,002−16.5% | Reduced |
| Baldwin Investment Management, LLC | 4,900 | $240.0K | 0.09% | −2,630−34.9% | Reduced |
| Veritable, L.P. | 4,810 | $236.0K | 0.00% | −718−13.0% | Reduced |
| Pathstone Family Office, LLC | 4,761 | $233.3K | 0.00% | +4,761 | New |
| IFG Advisory, LLC | 4,750 | $232.0K | 0.02% | −1,070−18.4% | Reduced |
| Private Advisor Group, LLC | 4,698 | $230.0K | 0.00% | −159−3.3% | Reduced |
| GW Henssler & Associates Ltd | 4,677 | $229.0K | 0.02% | −35−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 4,586 | $225.0K | 0.00% | −77,308−94.4% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $220.0K | 0.13% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,470 | $219.0K | 0.17% | −10−0.2% | Reduced |
| MQS Management LLC | 4,425 | $217.0K | 0.14% | +4,425 | New |
| Convergence Investment Partners, LLC | 4,403 | $216.0K | 0.14% | −156−3.4% | Reduced |
| Great Diamond Partners, LLC | 4,421 | $216.0K | 0.07% | −51−1.1% | Reduced |
| Ghe, LLC | 16,934 | $213.0K | 0.24% | +10,682+170.9% | Added |
| Dividend Assets Capital, LLC | 4,200 | $206.0K | 0.05% | −95−2.2% | Reduced |
| Wrapmanager Inc | 4,134 | $203.0K | 0.07% | −254−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,128 | $202.0K | 0.00% | −4,460−51.9% | Reduced |
| Meeder Asset Management Inc | 3,479 | $171.0K | 0.01% | −742−17.6% | Reduced |
| JJJ Advisors Inc. | 3,417 | $167.0K | 0.05% | +175+5.4% | Added |
| Signaturefd, LLC | 2,971 | $146.0K | 0.00% | −1,263−29.8% | Reduced |
| Gladius Capital Management LP | 2,816 | $139.0K | 0.02% | +2,816 | New |
| Vestcor Inc | 2,751 | $135.0K | 0.01% | +12+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,659 | $130.0K | 0.00% | +444+20.0% | 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 |
| State of Wyoming | 2,365 | $116.0K | 0.06% | +1,353+133.7% | Added |
| Hills Bank & Trust Co | 2,203 | $108.0K | 0.02% | −125−5.4% | Reduced |
| Covestor Ltd | 2,188 | $107.0K | 0.09% | −96−4.2% | Reduced |
| Accel Wealth Management | 2,080 | $107.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,916 | $94.0K | 0.00% | +121+6.7% | 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 |
| Rockefeller Capital Management L.P. | 1,847 | $90.0K | 0.00% | +43+2.4% | Added |
| Ci Investments Inc. | 1,803 | $88.0K | 0.00% | −39−2.1% | Reduced |
| South State Corp. | 1,654 | $81.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,620 | $79.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,422 | $70.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,416 | $69.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Swedbank AB | 1,298 | $63.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,241 | $61.0K | 0.01% | −51−3.9% | Reduced |
| Smithfield Trust Co | 1,195 | $59.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $58.0K | 0.01% | 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 |
| Seldon Capital LP | 1,122 | $55.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 1,015 | $50.0K | 0.00% | −12,613−92.6% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 871 | $42.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 841 | $41.0K | 0.00% | −31,900−97.4% | Reduced |
| Harbor Investment Advisory, LLC | 807 | $40.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 808 | $40.0K | 0.00% | +808 | New |
| Private Trust Co NA | 722 | $35.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 634 | $31.0K | 0.00% | +18+2.9% | Added |
| 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 |
| HM Payson & Co | 600 | $29.0K | 0.00% | −4−0.7% | Reduced |
| Central Trust Co | 481 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $22.8K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 409 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $19.0K | 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 |
| Creative Financial Designs Inc | 320 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $14.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 283 | $13.0K | 0.00% | −511−64.4% | 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 |
| American Portfolios Advisors | 236 | $11.6K | 0.00% | −14−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 214 | $11.0K | 0.00% | +170+386.4% | Added |
| Crewe Advisors LLC | 208 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 160 | $8.00K | 0.00% | +154+2,566.7% | Added |
| Money Concepts Capital Corp | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $6.43K | 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 |