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, Q1 2023
Institutional positions in SEI Investments Co as of Mar 31, 2023. 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
- 444
- +3 vs. Q4 2022
- Shares held
- 92.9M
- −484.0K (−0.5%) vs. Q4 2022
- Total value
- $5.36B
- −$88.6M (−1.6%) vs. Q4 2022
- New holders
- 41
- 140 more added
- Sold out
- 38
- 176 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Summit Wealth Group, LLC | 10,935 | $0 | 0.00% | +10,935 | New |
| Eagle Bay Advisors LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Parkside Financial Bank & Trust | 4 | $231 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $231 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $288 | 0.00% | −266−98.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $288 | 0.00% | +5 | New |
| Larson Financial Group LLC | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $691 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $978 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 20 | $1.15K | 0.00% | +20 | New |
| Glassman Wealth Services | 22 | $1.27K | 0.00% | +11+100.0% | Added |
| SJS Investment Consulting Inc. | 25 | $1.44K | 0.00% | −10−28.6% | Reduced |
| Disciplined Investments, LLC | 27 | $1.55K | 0.00% | +2+8.0% | Added |
| Versant Capital Management, Inc | 31 | $1.78K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $1.96K | 0.00% | +7+25.9% | Added |
| Concord Wealth Partners | 35 | $2.01K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $2.30K | 0.00% | +5+14.3% | Added |
| Earnest Partners LLC | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 44 | $2.53K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $2.59K | 0.00% | −12−21.1% | Reduced |
| AdvisorNet Financial, Inc | 45 | $2.59K | 0.00% | +9+25.0% | Added |
| Farmers & Merchants Investments Inc | 48 | $2.76K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.06K | 0.00% | +1+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.11K | 0.00% | +14+35.0% | Added |
| First Horizon Advisors, Inc. | 58 | $3.35K | 0.00% | +1+1.8% | Added |
| Schubert & Co | 63 | $3.63K | 0.00% | −9−12.5% | Reduced |
| GWM Advisors LLC | 82 | $4.72K | 0.00% | −1−1.2% | Reduced |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $6.04K | 0.00% | −19−15.3% | Reduced |
| Prestige Wealth Management Group LLC | 105 | $6.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 109 | $6.29K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 121 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $9.55K | 0.00% | −24−12.6% | Reduced |
| North Star Investment Management Corp. | 169 | $9.73K | 0.00% | +169 | New |
| Huntington National Bank | 188 | $10.8K | 0.00% | −9−4.6% | Reduced |
| Belpointe Asset Management LLC | 195 | $11.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 238 | $13.0K | 0.00% | −35−12.8% | Reduced |
| Zions Bancorporation, N.A. | 277 | $15.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $17.3K | 0.01% | −543−64.4% | Reduced |
| HM Payson & Co | 300 | $17.3K | 0.00% | −345−53.5% | Reduced |
| New Hampshire Trust | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 321 | $18.0K | 0.00% | −12,649−97.5% | Reduced |
| M&R Capital Management Inc | 315 | $18.2K | 0.01% | +2+0.6% | Added |
| Creative Financial Designs Inc | 320 | $18.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 322 | $18.5K | 0.00% | +322 | New |
| Northwestern Mutual Wealth Management Co | 362 | $20.8K | 0.00% | +115+46.6% | Added |
| National Bank of Canada | 370 | $21.3K | 0.00% | −59,536−99.4% | Reduced |
| CoreFirst Bank & Trust | 373 | $21.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $22.0K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $23.0K | 0.02% | −1,600−80.0% | Reduced |
| First Manhattan Co | 400 | $23.0K | 0.00% | −300−42.9% | Reduced |
| Global Retirement Partners, LLC | 426 | $24.9K | 0.00% | +82+23.8% | Added |
| Fairfield Financial Advisors, LTD | 465 | $26.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 481 | $27.7K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 508 | $29.2K | 0.00% | +37+7.9% | Added |
| Washington Trust Advisors, Inc. | 533 | $30.7K | 0.00% | +42+8.6% | Added |
| EverSource Wealth Advisors, LLC | 592 | $34.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 600 | $34.5K | 0.00% | −71−10.6% | Reduced |
| Artemis Wealth Advisors, LLC | 603 | $34.7K | 0.01% | −8−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $35.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 609 | $35.0K | 0.01% | −10−1.6% | Reduced |
| Whittier Trust Co | 620 | $35.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 634 | $36.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 711 | $40.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 714 | $41.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 778 | $44.8K | 0.01% | +778 | New |
| Harbor Investment Advisory, LLC | 810 | $46.6K | 0.01% | +3+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $51.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 912 | $52.5K | 0.00% | +912 | New |
| South State Corp. | 930 | $53.5K | 0.00% | −237−20.3% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,036 | $59.6K | 0.00% | −5−0.5% | Reduced |
| Private Ocean, LLC | 1,200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,210 | $69.6K | 0.06% | +1,210 | New |
| Smithfield Trust Co | 1,195 | $70.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,169 | $70.4K | 0.07% | −299−20.4% | Reduced |
| Fifth Third Bancorp | 1,225 | $70.5K | 0.00% | −23−1.8% | Reduced |
| Swedbank AB | 1,298 | $74.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,310 | $75.4K | 0.01% | +130+11.0% | Added |
| Industrial Alliance Investment Management Inc. | 1,342 | $77.0K | 0.00% | +1,342 | New |
| Toth Financial Advisory Corp | 1,391 | $80.1K | 0.01% | +25+1.8% | Added |
| SRS Capital Advisors, Inc. | 1,396 | $80.3K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,606 | $92.0K | 0.00% | +12+0.8% | Added |
| Ameritas Advisory Services, LLC | 1,600 | $93.7K | 0.00% | +1,600 | New |
| Gladius Capital Management LP | 1,737 | $100.0K | 0.03% | −142−7.6% | Reduced |