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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,849 | $106.0K | 0.09% | −1,130−37.9% | Reduced |
| Column Capital Advisors, LLC | 1,880 | $108.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,887 | $108.6K | 0.00% | −39−2.0% | Reduced |
| Hollencrest Capital Management | 1,896 | $109.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,905 | $109.6K | 0.01% | +1,905 | New |
| Ossiam | 2,019 | $116.2K | 0.00% | +1,004+98.9% | Added |
| Tower Research Capital LLC (TRC) | 2,033 | $117.0K | 0.00% | +236+13.1% | Added |
| Accel Wealth Management | 2,080 | $119.7K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,103 | $121.0K | 0.02% | −100−4.5% | Reduced |
| US Bancorp | 2,239 | $128.9K | 0.00% | +336+17.7% | Added |
| Lumature Wealth Partners, LLC | 2,500 | $143.9K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,570 | $147.9K | 0.00% | +923+56.0% | Added |
| Bokf, NA | 2,743 | $157.9K | 0.00% | +2,743 | New |
| Paradigm Asset Management Co LLC | 2,800 | $161.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,958 | $170.2K | 0.05% | +636+27.4% | Added |
| Federation des caisses Desjardins du Quebec | 3,079 | $177.2K | 0.00% | −2,073−40.2% | Reduced |
| Profund Advisors LLC | 3,499 | $201.4K | 0.01% | −396−10.2% | Reduced |
| Petrus Trust Company, LTA | 3,606 | $207.5K | 0.03% | +3,606 | New |
| Paces Ferry Wealth Advisors, LLC | 3,629 | $208.8K | 0.17% | −57−1.5% | Reduced |
| Arnhold LLC | 3,675 | $211.5K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,723 | $214.3K | 0.01% | −954−20.4% | Reduced |
| JJJ Advisors Inc. | 3,744 | $217.5K | 0.06% | +269+7.7% | Added |
| Pitcairn Co | 3,848 | $221.5K | 0.02% | −18−0.5% | Reduced |
| Dividend Assets Capital, LLC | 3,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,000 | $230.2K | 0.03% | +4,000 | New |
| Caxton Associates LP | 4,104 | $236.2K | 0.04% | +599+17.1% | Added |
| Wrapmanager Inc | 4,158 | $239.3K | 0.07% | +16+0.4% | Added |
| Metis Global Partners, LLC | 4,272 | $245.9K | 0.02% | +4,272 | New |
| Great Diamond Partners, LLC | 4,290 | $246.9K | 0.07% | −105−2.4% | Reduced |
| Boothbay Fund Management, LLC | 4,296 | $247.2K | 0.01% | −5,450−55.9% | Reduced |
| Baldwin Investment Management, LLC | 4,300 | $247.5K | 0.04% | −600−12.2% | Reduced |
| ExodusPoint Capital Management, LP | 4,303 | $248.0K | 0.00% | +4,303 | New |
| Citadel Investment Advisory, Inc. | 4,375 | $252.0K | 0.17% | −20−0.5% | Reduced |
| Veritable, L.P. | 4,396 | $253.0K | 0.00% | −64−1.4% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $258.5K | 0.15% | 00.0% | Unchanged |
| Capula Management Ltd | 4,520 | $260.1K | 0.02% | +4,520 | New |
| Bank of Nova Scotia | 5,051 | $290.7K | 0.00% | +1,568+45.0% | Added |
| La Banque Postale Asset Management SA | 5,107 | $293.9K | 0.01% | −771−13.1% | Reduced |
| Shelton Capital Management | 5,272 | $303.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,409 | $311.0K | 0.00% | −133−2.4% | Reduced |
| Investment House LLC | 5,432 | $312.6K | 0.03% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,447 | $313.5K | 0.19% | +30+0.6% | Added |
| DekaBank Deutsche Girozentrale | 5,725 | $323.0K | 0.00% | −9,284−61.9% | Reduced |
| Stifel Financial Corp | 5,693 | $327.6K | 0.00% | −20,175−78.0% | Reduced |
| Creative Planning | 5,764 | $331.7K | 0.00% | +154+2.7% | Added |
| Mercer Global Advisors Inc | 5,855 | $337.0K | 0.00% | −193−3.2% | Reduced |
| CIBC Asset Management Inc | 5,926 | $341.0K | 0.00% | −672−10.2% | Reduced |
| Candriam Luxembourg S.C.A. | 6,495 | $344.1K | 0.00% | +6,495 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,091 | $350.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,288 | $361.9K | 0.01% | −103−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,390 | $367.7K | 0.01% | +1,204+23.2% | Added |
| Susquehanna International Group, LLP | 6,474 | $372.6K | 0.00% | −3,526−35.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,639 | $382.1K | 0.06% | −11−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 6,643 | $382.3K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 6,693 | $385.2K | 0.00% | +23+0.3% | Added |
| Segall Bryant & Hamill, LLC | 6,732 | $387.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 6,836 | $393.4K | 0.02% | −211−3.0% | Reduced |
| Mariner, LLC | 6,960 | $401.0K | 0.00% | +250+3.7% | Added |
| Forsta Ap-Fonden | 7,000 | $402.9K | 0.00% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 7,105 | $409.0K | 0.09% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 7,300 | $420.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,416 | $427.0K | 0.02% | +6,000+423.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,694 | $442.8K | 0.03% | +69+0.9% | Added |
| Daiwa Securities Group Inc. | 7,764 | $447.0K | 0.00% | +1,753+29.2% | Added |
| Diversified Trust Co | 7,894 | $454.3K | 0.02% | +7,894 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,931 | $456.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,007 | $462.0K | 0.00% | −202−2.5% | Reduced |
| Ghe, LLC | 8,039 | $462.6K | 0.36% | +329+4.3% | Added |
| Maryland State Retirement & Pension System | 8,132 | $468.0K | 0.01% | +644+8.6% | Added |
| Guggenheim Capital LLC | 8,147 | $468.9K | 0.00% | +1,342+19.7% | Added |
| Fisher Asset Management, LLC | 8,148 | $468.9K | 0.00% | −1,214−13.0% | Reduced |
| XTX Topco Ltd | 8,295 | $477.4K | 0.10% | +8,295 | New |
| Hennion & Walsh Asset Management, Inc. | 8,625 | $496.0K | 0.03% | −753−8.0% | Reduced |
| Raymond James Trust N.A. | 8,683 | $500.0K | 0.02% | +308+3.7% | Added |
| Algert Global LLC | 8,840 | $508.7K | 0.02% | +8,840 | New |
| ISAM Funds (UK) Ltd | 8,909 | $512.7K | 0.65% | +8,909 | New |
| Wellington Shields & Co., LLC | 9,000 | $518.0K | 0.12% | −1,000−10.0% | Reduced |
| Westpac Banking Corp | 9,015 | $518.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,033 | $519.8K | 0.02% | +405+4.7% | Added |
| Nordea Investment Management AB | 9,384 | $532.6K | 0.00% | −1,235−11.6% | Reduced |
| Securian Asset Management, Inc | 9,286 | $534.4K | 0.01% | −116−1.2% | Reduced |
| Janney Montgomery Scott LLC | 9,321 | $536.0K | 0.00% | −462−4.7% | Reduced |
| Logan Capital Management Inc | 9,700 | $558.2K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $575.5K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,192 | $587.0K | 0.00% | −731−6.7% | Reduced |
| British Columbia Investment Management Corp | 10,270 | $591.0K | 0.01% | −28−0.3% | Reduced |
| Prudential Financial Inc | 10,350 | $595.6K | 0.00% | +1,528+17.3% | Added |
| Cerity Partners LLC | 10,682 | $614.7K | 0.00% | +95+0.9% | Added |
| FDx Advisors, Inc. | 10,614 | $619.0K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,769 | $619.8K | 0.06% | −157−1.4% | Reduced |
| Inceptionr LLC | 10,789 | $620.9K | 0.20% | +10,789 | New |
| Commerce Bank | 10,848 | $624.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 10,928 | $628.9K | 0.18% | −299−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 11,088 | $639.0K | 0.02% | −476−4.1% | Reduced |
| Intech Investment Management LLC | 11,241 | $646.9K | 0.01% | −374−3.2% | Reduced |
| TD Waterhouse Canada Inc. | 10,968 | $663.0K | 0.01% | +213+2.0% | Added |
| JustInvest LLC | 11,691 | $672.8K | 0.02% | +1,468+14.4% | Added |
| Patton Albertson Miller Group, LLC | 11,800 | $679.1K | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 12,750 | $733.8K | 0.43% | +702+5.8% | Added |
| Nissay Asset Management Corp | 12,909 | $742.9K | 0.01% | −331−2.5% | Reduced |