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, 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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 5,417 | $315.8K | 0.21% | −456−7.8% | Reduced |
| Desjardins Global Asset Management Inc. | 5,297 | $309.0K | 0.05% | +5,297 | New |
| Shelton Capital Management | 5,272 | $307.4K | 0.03% | −410−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,186 | $302.3K | 0.00% | −1,135−18.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,152 | $300.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,900 | $285.7K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,856 | $283.1K | 0.00% | +4,856 | New |
| Centiva Capital, LP | 4,760 | $277.5K | 0.02% | +4,760 | New |
| GW Henssler & Associates Ltd | 4,677 | $272.7K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,491 | $261.8K | 0.16% | 00.0% | Unchanged |
| Veritable, L.P. | 4,460 | $260.0K | 0.00% | −350−7.3% | Reduced |
| Great Diamond Partners, LLC | 4,395 | $256.2K | 0.08% | −26−0.6% | Reduced |
| Citadel Investment Advisory, Inc. | 4,395 | $256.0K | 0.18% | −75−1.7% | Reduced |
| Twin Tree Management, LP | 4,193 | $244.5K | 0.01% | +2,324+124.3% | Added |
| Wrapmanager Inc | 4,142 | $241.0K | 0.08% | +8+0.2% | Added |
| Pathstone Family Office, LLC | 5,208 | $228.3K | 0.00% | +447+9.4% | Added |
| Profund Advisors LLC | 3,895 | $227.1K | 0.01% | +3,895 | New |
| Pitcairn Co | 3,866 | $225.4K | 0.02% | +3,866 | New |
| Dividend Assets Capital, LLC | 3,800 | $222.0K | 0.05% | −400−9.5% | Reduced |
| Acrisure Capital Management, LLC | 3,689 | $215.1K | 0.24% | +3,689 | New |
| Paces Ferry Wealth Advisors, LLC | 3,686 | $214.9K | 0.21% | +3,686 | New |
| Arnhold LLC | 3,675 | $214.3K | 0.03% | +3,675 | New |
| JJJ Advisors Inc. | 3,475 | $213.9K | 0.06% | +58+1.7% | Added |
| IFG Advisory, LLC | 3,651 | $212.0K | 0.02% | −1,099−23.1% | Reduced |
| Caxton Associates LP | 3,505 | $204.3K | 0.01% | −6,503−65.0% | Reduced |
| Bank of Nova Scotia | 3,483 | $203.1K | 0.00% | +3,483 | New |
| Covestor Ltd | 2,979 | $174.0K | 0.14% | +791+36.2% | Added |
| Paradigm Asset Management Co LLC | 2,800 | $163.2K | 0.05% | +2,800 | New |
| Vestcor Inc | 2,734 | $159.0K | 0.01% | −17−0.6% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $145.8K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,404 | $139.0K | 0.00% | +557+30.2% | Added |
| State of Wyoming | 2,322 | $135.4K | 0.05% | −43−1.8% | Reduced |
| Hills Bank & Trust Co | 2,203 | $128.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 2,080 | $121.3K | 0.06% | 00.0% | Unchanged |
| AM Squared Ltd | 2,000 | $116.6K | 0.08% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 1,926 | $112.3K | 0.00% | +10+0.5% | Added |
| Point72 Middle East FZE | 1,906 | $111.1K | 0.01% | +1,906 | New |
| US Bancorp | 1,903 | $110.9K | 0.00% | −606−24.2% | Reduced |
| Hollencrest Capital Management | 1,896 | $110.5K | 0.01% | +1,896 | New |
| Column Capital Advisors, LLC | 1,880 | $109.6K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,879 | $109.5K | 0.03% | −937−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,797 | $105.0K | 0.00% | −2,331−56.5% | Reduced |
| Seeyond | 1,799 | $104.9K | 0.01% | −3,299−64.7% | Reduced |
| Signaturefd, LLC | 1,647 | $96.0K | 0.00% | −1,324−44.6% | Reduced |
| Ci Investments Inc. | 1,594 | $93.0K | 0.00% | −209−11.6% | Reduced |
| Mendota Financial Group, LLC | 1,468 | $85.6K | 0.11% | +1,468 | New |
| One Wealth Advisors, LLC | 1,447 | $84.4K | 0.02% | +1,447 | New |
| Banque Cantonale Vaudoise | 1,416 | $82.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,395 | $81.3K | 0.01% | +13+0.9% | Added |
| Toth Financial Advisory Corp | 1,366 | $79.6K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $75.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,248 | $72.8K | 0.00% | −116−8.5% | Reduced |
| Smithfield Trust Co | 1,195 | $70.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,180 | $68.8K | 0.01% | +576+95.4% | Added |
| South State Corp. | 1,167 | $68.0K | 0.01% | −487−29.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,145 | $66.8K | 0.00% | −1,514−56.9% | Reduced |
| Seldon Capital LP | 1,122 | $65.4K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,041 | $60.7K | 0.00% | +1,041 | New |
| Ossiam | 1,015 | $59.2K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $52.5K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 843 | $49.1K | 0.02% | +800+1,860.5% | Added |
| PEAK6 Investments LLC | 821 | $47.9K | 0.00% | +821 | New |
| Harbor Investment Advisory, LLC | 807 | $47.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| First Manhattan Co | 700 | $40.8K | 0.00% | −171−19.6% | Reduced |
| 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 |
| HM Payson & Co | 645 | $37.6K | 0.00% | +45+7.5% | Added |
| Spire Wealth Management | 634 | $37.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $36.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 619 | $36.1K | 0.01% | +619 | New |
| Artemis Wealth Advisors, LLC | 611 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $35.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 592 | $34.5K | 0.01% | −649−52.3% | Reduced |
| Washington Trust Advisors, Inc. | 491 | $28.6K | 0.00% | −931−65.5% | Reduced |
| Central Trust Co | 481 | $28.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 471 | $27.5K | 0.00% | +62+15.2% | Added |
| Fairfield Financial Advisors, LTD | 465 | $27.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 453 | $26.4K | 0.00% | +453 | New |
| Cresset Asset Management, LLC | 17,278 | $24.4K | 0.00% | −407−2.3% | Reduced |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | +320+507.9% | Added |
| Comerica Securities,inc. | 372 | $21.9K | 0.00% | +372 | New |
| CoreFirst Bank & Trust | 373 | $21.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $20.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 320 | $18.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 313 | $18.3K | 0.01% | +30+10.6% | Added |
| New Hampshire Trust | 300 | $17.5K | 0.00% | +300 | New |
| Geneos Wealth Management Inc. | 295 | $17.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 289 | $16.8K | 0.00% | +289 | New |
| Zions Bancorporation, N.A. | 277 | $16.1K | 0.00% | −13−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 247 | $14.4K | 0.00% | +3+1.2% | Added |
| Ronald Blue Trust, Inc. | 273 | $13.0K | 0.00% | +59+27.6% | Added |
| Anchor Investment Management, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 197 | $11.5K | 0.00% | +8+4.2% | Added |
| Belpointe Asset Management LLC | 195 | $11.4K | 0.00% | +195 | New |
| Crewe Advisors LLC | 190 | $11.1K | 0.00% | −18−8.7% | Reduced |
| Ellevest, Inc. | 170 | $9.91K | 0.00% | +10+6.3% | Added |