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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.

Institutional holdersQ1 2023: 444 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ1 2023: $5.36B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$5.97B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2022.

Institutions holding SEIC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. Wealth Management LLC131$7.54K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc130$7.48K0.00%00.0%Unchanged
Bessemer Group Inc130$7.00K0.00%00.0%Unchanged
Investors Research Corp121$6.96K0.00%00.0%Unchanged
Quent Capital, LLC109$6.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC105$6.04K0.00%−19−15.3%Reduced
Prestige Wealth Management Group LLC105$6.04K0.00%00.0%Unchanged
Tradition Wealth Management, LLC82$5.00K0.00%00.0%Unchanged
GWM Advisors LLC82$4.72K0.00%−1−1.2%Reduced
Schubert & Co63$3.63K0.00%−9−12.5%Reduced
First Horizon Advisors, Inc.58$3.35K0.00%+1+1.8%Added
Bell Investment Advisors, Inc54$3.11K0.00%+14+35.0%Added
Livforsakringsbolaget Skandia, Omsesidigt54$3.11K0.00%00.0%Unchanged
Baystate Wealth Management LLC53$3.06K0.00%+1+1.9%Added
TCI Wealth Advisors, Inc.50$2.88K0.00%00.0%Unchanged
Montag A & Associates Inc49$2.82K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc48$2.76K0.00%00.0%Unchanged
Allworth Financial LP45$2.59K0.00%−12−21.1%Reduced
AdvisorNet Financial, Inc45$2.59K0.00%+9+25.0%Added
Cary Street Partner Investment Advisory LLC44$2.53K0.00%00.0%Unchanged
Earnest Partners LLC42$2.42K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd40$2.30K0.00%+5+14.3%Added
Concord Wealth Partners35$2.01K0.00%00.0%Unchanged
Lindbrook Capital, LLC34$1.96K0.00%+7+25.9%Added
TD Private Client Wealth LLC33$1.90K0.00%00.0%Unchanged
Red Tortoise LLC33$1.90K0.00%00.0%Unchanged
Versant Capital Management, Inc31$1.78K0.00%00.0%Unchanged
Disciplined Investments, LLC27$1.55K0.00%+2+8.0%Added
SJS Investment Consulting Inc.25$1.44K0.00%−10−28.6%Reduced
Glassman Wealth Services22$1.27K0.00%+11+100.0%Added
Morton Brown Family Wealth, LLC20$1.15K0.00%+20New
Financial Management Professionals, Inc.10$1.00K0.00%+10New
Raffa Wealth Management, LLC17$9780.00%00.0%Unchanged
Massmutual Trust Co FSB12$6910.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC12$6910.00%00.0%Unchanged
Larson Financial Group LLC10$5840.00%00.0%Unchanged
Tfo-TDC, LLC5$2880.00%−266−98.2%Reduced
Kayne Anderson Rudnick Investment Management LLC5$2880.00%+5New
Parkside Financial Bank & Trust4$2310.00%00.0%Unchanged
TFC Financial Management4$2310.00%+4New
Eagle Bay Advisors LLC0$150.00%0Unchanged
Clear Street Markets LLC1$00.00%+1New
Avion Wealth8$00.00%+8New
Summit Wealth Group, LLC10,935$00.00%+10,935New
River Road Asset Management, LLC0$00.00%−125,393−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−61,267−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−50,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−37,849−100.0%Sold out
Lido Advisors, LLC0$00.00%−24,499−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−24,051−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−23,668−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−16,890−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−13,282−100.0%Sold out
Walleye Capital LLC0$00.00%−11,848−100.0%Sold out
United Services Automobile Association0$00.00%−11,256−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,700−100.0%Sold out
Telos Capital Management, Inc.0$00.00%−9,600−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,216−100.0%Sold out
King Luther Capital Management Corp0$00.00%−8,140−100.0%Sold out
Grant/GrossMendelsohn, LLC0$00.00%−5,700−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−5,435−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−4,856−100.0%Sold out
Centiva Capital, LP0$00.00%−4,760−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−5,208−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,651−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−2,404−100.0%Sold out
Point72 Middle East FZE0$00.00%−1,906−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−1,447−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,145−100.0%Sold out
Seldon Capital LP0$00.00%−1,122−100.0%Sold out
PEAK6 Investments LLC0$00.00%−821−100.0%Sold out
IFP Advisors, Inc0$00.00%−539−100.0%Sold out
Comerica Securities,inc.0$00.00%−372−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−289−100.0%Sold out
Ellevest, Inc.0$00.00%−170−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−91−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−89−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−67−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−46−100.0%Sold out
Arlington Partners LLC0$00.00%−24−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−8−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−1−100.0%Sold out
Comerica Bank––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Seeyond––––Not filed
CoreCap Advisors, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed