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, Q4 2022
Institutional positions in SEI Investments Co as of Dec 31, 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
- 446
- +22 vs. Q3 2022
- Shares held
- 93.4M
- +5.41M (+6.1%) vs. Q3 2022
- Total value
- $5.45B
- +$1.13B (+26.2%) vs. Q3 2022
- New holders
- 59
- 135 more added
- Sold out
- 37
- 162 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 0 | $15 | 0.00% | 0 | New |
| Sutton Wealth Advisors Inc. | 1 | $58 | 0.00% | −1−50.0% | Reduced |
| GWM Advisors LLC | 83 | $63 | 0.00% | +83 | New |
| Parkside Financial Bank & Trust | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $466 | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $641 | 0.00% | −12−52.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12 | $700 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 17 | $991 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 24 | $1.40K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 25 | $1.46K | 0.00% | −1−3.8% | Reduced |
| Lindbrook Capital, LLC | 27 | $1.57K | 0.00% | −37−57.8% | Reduced |
| Versant Capital Management, Inc | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $1.92K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 35 | $2.04K | 0.00% | +19+118.8% | Added |
| C M Bidwell & Associates Ltd | 35 | $2.04K | 0.00% | +35 | New |
| Concord Wealth Partners | 35 | $2.04K | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 36 | $2.10K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 40 | $2.33K | 0.00% | −19−32.2% | Reduced |
| Earnest Partners LLC | 42 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 44 | $2.56K | 0.00% | +44 | New |
| Trustcore Financial Services, LLC | 46 | $2.68K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 48 | $2.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $2.88K | 0.00% | +49 | New |
| TCI Wealth Advisors, Inc. | 50 | $2.92K | 0.00% | +1+2.0% | Added |
| Baystate Wealth Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $3.32K | 0.00% | +44+338.5% | Added |
| First Horizon Advisors, Inc. | 57 | $3.37K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 72 | $4.20K | 0.00% | +12+20.0% | Added |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 89 | $5.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $5.30K | 0.00% | +91 | New |
| Prestige Wealth Management Group LLC | 105 | $6.17K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 109 | $6.36K | 0.00% | +92+541.2% | Added |
| Investors Research Corp | 121 | $7.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 124 | $7.23K | 0.00% | +8+6.9% | Added |
| Whittier Trust Co of Nevada Inc | 130 | $7.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $8.00K | 0.00% | −1,028−88.8% | Reduced |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 271 | $9.26K | 0.00% | +271 | New |
| Ellevest, Inc. | 170 | $9.91K | 0.00% | +10+6.3% | Added |
| Crewe Advisors LLC | 190 | $11.1K | 0.00% | −18−8.7% | Reduced |
| Belpointe Asset Management LLC | 195 | $11.4K | 0.00% | +195 | New |
| Huntington National Bank | 197 | $11.5K | 0.00% | +8+4.2% | Added |
| Anchor Investment Management, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 273 | $13.0K | 0.00% | +59+27.6% | Added |
| Northwestern Mutual Wealth Management Co | 247 | $14.4K | 0.00% | +3+1.2% | Added |
| Zions Bancorporation, N.A. | 277 | $16.1K | 0.00% | −13−4.5% | Reduced |
| Dark Forest Capital Management LP | 289 | $16.8K | 0.00% | +289 | New |
| Geneos Wealth Management Inc. | 295 | $17.2K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 300 | $17.5K | 0.00% | +300 | New |
| M&R Capital Management Inc | 313 | $18.3K | 0.01% | +30+10.6% | Added |
| Creative Financial Designs Inc | 320 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $20.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $21.7K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 372 | $21.9K | 0.00% | +372 | New |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | +320+507.9% | Added |
| Cresset Asset Management, LLC | 17,278 | $24.4K | 0.00% | −407−2.3% | Reduced |
| CoreCap Advisors, LLC | 453 | $26.4K | 0.00% | +453 | New |
| Fairfield Financial Advisors, LTD | 465 | $27.1K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 471 | $27.5K | 0.00% | +62+15.2% | Added |
| Central Trust Co | 481 | $28.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 491 | $28.6K | 0.00% | −931−65.5% | Reduced |
| EverSource Wealth Advisors, LLC | 592 | $34.5K | 0.01% | −649−52.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $35.0K | 0.03% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 611 | $36.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 619 | $36.1K | 0.01% | +619 | New |
| Whittier Trust Co | 620 | $36.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 634 | $37.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 645 | $37.6K | 0.00% | +45+7.5% | Added |
| Umb Bank N A | 671 | $39.0K | 0.00% | −5,333−88.8% | Reduced |
| IFP Advisors, Inc | 539 | $39.0K | 0.00% | −283−34.4% | Reduced |
| First Manhattan Co | 700 | $40.8K | 0.00% | −171−19.6% | Reduced |
| Private Trust Co NA | 714 | $42.0K | 0.01% | −8−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 711 | $42.0K | 0.00% | +711 | New |
| Harbor Investment Advisory, LLC | 807 | $47.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 821 | $47.9K | 0.00% | +821 | New |
| Denali Advisors LLC | 843 | $49.1K | 0.02% | +800+1,860.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $52.5K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,015 | $59.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,041 | $60.7K | 0.00% | +1,041 | New |
| Seldon Capital LP | 1,122 | $65.4K | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,145 | $66.8K | 0.00% | −1,514−56.9% | Reduced |
| South State Corp. | 1,167 | $68.0K | 0.01% | −487−29.4% | Reduced |
| Quadrant Capital Group LLC | 1,180 | $68.8K | 0.01% | +576+95.4% | Added |
| Private Ocean, LLC | 1,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,248 | $72.8K | 0.00% | −116−8.5% | Reduced |
| Swedbank AB | 1,298 | $75.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,366 | $79.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,395 | $81.3K | 0.01% | +13+0.9% | Added |
| Banque Cantonale Vaudoise | 1,416 | $82.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,447 | $84.4K | 0.02% | +1,447 | New |