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, Q2 2023
Institutional positions in SEI Investments Co as of Jun 30, 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
- 458
- +15 vs. Q1 2023
- Shares held
- 93.2M
- +388.7K (+0.4%) vs. Q1 2023
- Total value
- $5.53B
- +$182.4M (+3.4%) vs. Q1 2023
- New holders
- 57
- 141 more added
- Sold out
- 42
- 162 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 337,156 | $4 | 0.00% | +337,156 | New |
| Motco | 2 | $119 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 4 | $239 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $559 | 0.00% | +9 | New |
| Larson Financial Group LLC | 10 | $610 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $715 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $775 | 0.00% | +13 | New |
| Proequities, Inc. | 15 | $894 | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | +19+237.5% | Added |
| Raffa Wealth Management, LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $1.07K | 0.00% | −4−18.2% | Reduced |
| SJS Investment Consulting Inc. | 26 | $1.55K | 0.00% | +1+4.0% | Added |
| Disciplined Investments, LLC | 28 | $1.67K | 0.00% | +1+3.7% | Added |
| Hexagon Capital Partners LLC | 29 | $1.73K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $2.74K | 0.00% | −3−6.1% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.20K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.46K | 0.00% | +4+7.4% | Added |
| First Horizon Advisors, Inc. | 58 | $3.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $3.58K | 0.00% | −260−81.3% | Reduced |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 97 | $5.78K | 0.00% | +97 | New |
| Ronald Blue Trust, Inc. | 118 | $6.00K | 0.00% | −120−50.4% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $6.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $7.15K | 0.00% | +120 | New |
| Quarry LP | 120 | $7.15K | 0.00% | +120 | New |
| Investors Research Corp | 121 | $7.21K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 137 | $8.17K | 0.00% | −455−76.9% | Reduced |
| IFP Advisors, Inc | 131 | $8.57K | 0.00% | +131 | New |
| Quent Capital, LLC | 144 | $8.61K | 0.00% | +35+32.1% | Added |
| Huntington National Bank | 163 | $9.72K | 0.00% | −25−13.3% | Reduced |
| Crewe Advisors LLC | 166 | $9.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 170 | $10.1K | 0.00% | +1+0.6% | Added |
| GWM Advisors LLC | 181 | $10.8K | 0.00% | +99+120.7% | Added |
| Anchor Investment Management, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 209 | $12.0K | 0.00% | +79+60.8% | Added |
| Cary Street Partner Investment Advisory LLC | 240 | $14.3K | 0.00% | +196+445.5% | Added |
| Arlington Partners LLC | 248 | $14.8K | 0.00% | +248 | New |
| Zions Bancorporation, N.A. | 277 | $16.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 303 | $18.1K | 0.00% | −59,197−99.5% | Reduced |
| VisionPoint Advisory Group, LLC | 307 | $18.3K | 0.01% | +307 | New |
| M&R Capital Management Inc | 317 | $19.0K | 0.00% | +2+0.6% | Added |
| Geneos Wealth Management Inc. | 326 | $19.4K | 0.00% | +31+10.5% | Added |
| National Bank of Canada | 366 | $21.8K | 0.00% | −4−1.1% | Reduced |
| CoreFirst Bank & Trust | 373 | $22.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $23.8K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 403 | $24.0K | 0.00% | +81+25.2% | Added |
| Global Retirement Partners, LLC | 443 | $26.4K | 0.00% | +17+4.0% | Added |
| Fairfield Financial Advisors, LTD | 465 | $27.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 481 | $28.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 526 | $31.4K | 0.00% | −7−1.3% | Reduced |
| Spire Wealth Management | 570 | $34.0K | 0.00% | −64−10.1% | Reduced |
| Umb Bank N A | 600 | $35.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $36.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 605 | $36.1K | 0.00% | +243+67.1% | Added |
| Farther Finance Advisors, LLC | 609 | $36.3K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 619 | $36.9K | 0.02% | −1,118−64.4% | Reduced |
| Whittier Trust Co | 620 | $37.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 649 | $38.7K | 0.01% | +46+7.6% | Added |
| Private Trust Co NA | 698 | $41.6K | 0.01% | −16−2.2% | Reduced |
| Vestor Capital, LLC | 747 | $45.0K | 0.00% | +747 | New |
| UniSuper Management Pty Ltd | 800 | $47.7K | 0.00% | +800 | New |
| Harbor Investment Advisory, LLC | 810 | $48.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $53.7K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 913 | $54.4K | 0.00% | +1+0.1% | Added |
| Exchange Traded Concepts, LLC | 915 | $54.6K | 0.00% | +915 | New |
| South State Corp. | 930 | $55.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 995 | $59.3K | 0.01% | −401−28.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,191 | $71.0K | 0.00% | +1,191 | New |
| Fifth Third Bancorp | 1,194 | $71.2K | 0.00% | −31−2.5% | Reduced |
| Private Ocean, LLC | 1,200 | $71.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $72.0K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $77.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,391 | $82.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,468 | $87.5K | 0.10% | +299+25.6% | Added |
| Quadrant Capital Group LLC | 1,470 | $87.6K | 0.01% | +160+12.2% | Added |
| Kapitalo Investimentos Ltda | 1,516 | $90.4K | 0.02% | +1,516 | New |
| Steward Partners Investment Advisory, LLC | 1,539 | $91.8K | 0.00% | −348−18.4% | Reduced |
| Venturi Wealth Management, LLC | 1,583 | $94.4K | 0.01% | −322−16.9% | Reduced |