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, 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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 5,693 | $327.6K | 0.00% | −20,175−78.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,725 | $323.0K | 0.00% | −9,284−61.9% | Reduced |
| Lindenwold Advisors | 5,447 | $313.5K | 0.19% | +30+0.6% | Added |
| Investment House LLC | 5,432 | $312.6K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,409 | $311.0K | 0.00% | −133−2.4% | Reduced |
| Shelton Capital Management | 5,272 | $303.4K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 5,107 | $293.9K | 0.01% | −771−13.1% | Reduced |
| Bank of Nova Scotia | 5,051 | $290.7K | 0.00% | +1,568+45.0% | Added |
| Capula Management Ltd | 4,520 | $260.1K | 0.02% | +4,520 | New |
| Cadent Capital Advisors, LLC | 4,491 | $258.5K | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 4,396 | $253.0K | 0.00% | −64−1.4% | Reduced |
| Citadel Investment Advisory, Inc. | 4,375 | $252.0K | 0.17% | −20−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 4,303 | $248.0K | 0.00% | +4,303 | New |
| Baldwin Investment Management, LLC | 4,300 | $247.5K | 0.04% | −600−12.2% | Reduced |
| Boothbay Fund Management, LLC | 4,296 | $247.2K | 0.01% | −5,450−55.9% | Reduced |
| Great Diamond Partners, LLC | 4,290 | $246.9K | 0.07% | −105−2.4% | Reduced |
| Metis Global Partners, LLC | 4,272 | $245.9K | 0.02% | +4,272 | New |
| Wrapmanager Inc | 4,158 | $239.3K | 0.07% | +16+0.4% | Added |
| Caxton Associates LP | 4,104 | $236.2K | 0.04% | +599+17.1% | Added |
| WBH Advisory Inc | 4,000 | $230.2K | 0.03% | +4,000 | New |
| Dividend Assets Capital, LLC | 3,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 3,848 | $221.5K | 0.02% | −18−0.5% | Reduced |
| JJJ Advisors Inc. | 3,744 | $217.5K | 0.06% | +269+7.7% | Added |
| GW Henssler & Associates Ltd | 3,723 | $214.3K | 0.01% | −954−20.4% | Reduced |
| Arnhold LLC | 3,675 | $211.5K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,629 | $208.8K | 0.17% | −57−1.5% | Reduced |
| Petrus Trust Company, LTA | 3,606 | $207.5K | 0.03% | +3,606 | New |
| Profund Advisors LLC | 3,499 | $201.4K | 0.01% | −396−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,079 | $177.2K | 0.00% | −2,073−40.2% | Reduced |
| State of Wyoming | 2,958 | $170.2K | 0.05% | +636+27.4% | Added |
| Paradigm Asset Management Co LLC | 2,800 | $161.1K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 2,743 | $157.9K | 0.00% | +2,743 | New |
| Signaturefd, LLC | 2,570 | $147.9K | 0.00% | +923+56.0% | Added |
| Lumature Wealth Partners, LLC | 2,500 | $143.9K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 2,239 | $128.9K | 0.00% | +336+17.7% | Added |
| Hills Bank & Trust Co | 2,103 | $121.0K | 0.02% | −100−4.5% | Reduced |
| Accel Wealth Management | 2,080 | $119.7K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,033 | $117.0K | 0.00% | +236+13.1% | Added |
| Ossiam | 2,019 | $116.2K | 0.00% | +1,004+98.9% | Added |
| Venturi Wealth Management, LLC | 1,905 | $109.6K | 0.01% | +1,905 | New |
| Hollencrest Capital Management | 1,896 | $109.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,887 | $108.6K | 0.00% | −39−2.0% | Reduced |
| Column Capital Advisors, LLC | 1,880 | $108.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,849 | $106.0K | 0.09% | −1,130−37.9% | Reduced |
| Gladius Capital Management LP | 1,737 | $100.0K | 0.03% | −142−7.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,600 | $93.7K | 0.00% | +1,600 | New |
| Ci Investments Inc. | 1,606 | $92.0K | 0.00% | +12+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,396 | $80.3K | 0.01% | +1+0.1% | Added |
| Toth Financial Advisory Corp | 1,391 | $80.1K | 0.01% | +25+1.8% | Added |
| Industrial Alliance Investment Management Inc. | 1,342 | $77.0K | 0.00% | +1,342 | New |
| Quadrant Capital Group LLC | 1,310 | $75.4K | 0.01% | +130+11.0% | Added |
| Swedbank AB | 1,298 | $74.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,225 | $70.5K | 0.00% | −23−1.8% | Reduced |
| Mendota Financial Group, LLC | 1,169 | $70.4K | 0.07% | −299−20.4% | Reduced |
| Smithfield Trust Co | 1,195 | $70.0K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,210 | $69.6K | 0.06% | +1,210 | New |
| Private Ocean, LLC | 1,200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,036 | $59.6K | 0.00% | −5−0.5% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 930 | $53.5K | 0.00% | −237−20.3% | Reduced |
| Ostrum Asset Management | 912 | $52.5K | 0.00% | +912 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $51.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 810 | $46.6K | 0.01% | +3+0.4% | Added |
| International Assets Investment Management, LLC | 778 | $44.8K | 0.01% | +778 | New |
| Private Trust Co NA | 714 | $41.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 711 | $40.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 634 | $36.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $35.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 609 | $35.0K | 0.01% | −10−1.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $35.0K | 0.03% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 603 | $34.7K | 0.01% | −8−1.3% | Reduced |
| Umb Bank N A | 600 | $34.5K | 0.00% | −71−10.6% | Reduced |
| EverSource Wealth Advisors, LLC | 592 | $34.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 533 | $30.7K | 0.00% | +42+8.6% | Added |
| Baillie Gifford & Co | 508 | $29.2K | 0.00% | +37+7.9% | Added |
| Central Trust Co | 481 | $27.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $26.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 426 | $24.9K | 0.00% | +82+23.8% | Added |
| 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 |
| Asset Dedication, LLC | 383 | $22.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $21.5K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 370 | $21.3K | 0.00% | −59,536−99.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 362 | $20.8K | 0.00% | +115+46.6% | Added |
| Leonteq Securities AG | 322 | $18.5K | 0.00% | +322 | New |
| Creative Financial Designs Inc | 320 | $18.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 315 | $18.2K | 0.01% | +2+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 321 | $18.0K | 0.00% | −12,649−97.5% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 277 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 238 | $13.0K | 0.00% | −35−12.8% | Reduced |
| Anchor Investment Management, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 195 | $11.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 188 | $10.8K | 0.00% | −9−4.6% | Reduced |
| North Star Investment Management Corp. | 169 | $9.73K | 0.00% | +169 | New |
| Crewe Advisors LLC | 166 | $9.55K | 0.00% | −24−12.6% | Reduced |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |