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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 6,643 | $396.1K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 6,613 | $394.3K | 0.00% | −80−1.2% | Reduced |
| Verition Fund Management LLC | 6,450 | $384.5K | 0.01% | +6,450 | New |
| Sherbrooke Park Advisers LLC | 6,200 | $369.6K | 0.19% | +6,200 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,077 | $362.3K | 0.01% | −14−0.2% | Reduced |
| Neo Ivy Capital Management | 6,015 | $359.0K | 0.19% | +6,015 | New |
| First Citizens Bank & Trust Co | 5,973 | $356.1K | 0.01% | +5,973 | New |
| Prudential PLC | 5,924 | $353.2K | 0.00% | −23,485−79.9% | Reduced |
| CIBC Asset Management Inc | 5,884 | $350.8K | 0.00% | −42−0.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,700 | $343.7K | 0.14% | +5,700 | New |
| Snowden Capital Advisors LLC | 5,738 | $342.1K | 0.01% | −550−8.7% | Reduced |
| Stifel Financial Corp | 5,653 | $337.0K | 0.00% | −40−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,599 | $333.8K | 0.01% | +3,566+175.4% | Added |
| New York Life Investment Management LLC | 5,503 | $328.1K | 0.00% | +5,503 | New |
| MQS Management LLC | 5,486 | $327.1K | 0.22% | +5,486 | New |
| Mercer Global Advisors Inc | 5,446 | $325.0K | 0.00% | −409−7.0% | Reduced |
| Investment House LLC | 5,432 | $323.9K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,410 | $322.5K | 0.02% | +1,138+26.6% | Added |
| Commonwealth Equity Services, LLC | 5,376 | $321.0K | 0.00% | −33−0.6% | Reduced |
| La Banque Postale Asset Management SA | 5,107 | $304.5K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 5,026 | $299.6K | 0.01% | −246−4.7% | Reduced |
| JJJ Advisors Inc. | 4,926 | $293.7K | 0.08% | +1,182+31.6% | Added |
| Winton Group Ltd | 4,882 | $291.1K | 0.02% | −30,925−86.4% | Reduced |
| Seven Eight Capital, LP | 4,549 | $271.2K | 0.04% | +4,549 | New |
| Bridgefront Capital, LLC | 4,540 | $270.7K | 0.15% | +4,540 | New |
| Great Diamond Partners, LLC | 4,516 | $269.2K | 0.07% | +226+5.3% | Added |
| Veritable, L.P. | 4,499 | $268.2K | 0.00% | +103+2.3% | Added |
| Cadent Capital Advisors, LLC | 4,491 | $267.8K | 0.17% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,375 | $261.0K | 0.17% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,363 | $260.1K | 0.04% | +4,363 | New |
| Quantinno Capital Management LP | 4,205 | $251.0K | 0.01% | +4,205 | New |
| Lindenwold Advisors | 4,205 | $250.7K | 0.15% | −1,242−22.8% | Reduced |
| Wrapmanager Inc | 4,200 | $250.4K | 0.08% | +42+1.0% | Added |
| Public Employees Retirement Association of Colorado | 4,145 | $247.0K | 0.00% | −6,047−59.3% | Reduced |
| Advisor Partners II, LLC | 4,025 | $240.0K | 0.01% | +4,025 | New |
| WBH Advisory Inc | 4,000 | $238.5K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 3,926 | $234.1K | 0.29% | +3,926 | New |
| Ossiam | 3,856 | $229.9K | 0.00% | +1,837+91.0% | Added |
| Capstone Investment Advisors, LLC | 3,835 | $228.6K | 0.01% | +3,835 | New |
| Morningstar Investment Management LLC | 3,785 | $226.0K | 0.03% | +3,785 | New |
| Pitcairn Co | 3,762 | $224.3K | 0.02% | −86−2.2% | Reduced |
| Baldwin Investment Management, LLC | 3,700 | $220.6K | 0.04% | −600−14.0% | Reduced |
| Arnhold LLC | 3,675 | $219.1K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,673 | $219.0K | 0.01% | −50−1.3% | Reduced |
| Petrus Trust Company, LTA | 3,606 | $215.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,410 | $203.3K | 0.01% | +3,410 | New |
| Federation des caisses Desjardins du Quebec | 3,079 | $183.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,908 | $173.4K | 0.05% | −50−1.7% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $149.1K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,312 | $137.8K | 0.00% | −258−10.0% | Reduced |
| Bokf, NA | 2,091 | $124.7K | 0.00% | −652−23.8% | Reduced |
| Covestor Ltd | 2,087 | $124.0K | 0.09% | +238+12.9% | Added |
| Dividend Assets Capital, LLC | 1,950 | $116.0K | 0.02% | −1,850−48.7% | Reduced |
| Hollencrest Capital Management | 1,896 | $113.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,880 | $112.1K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,821 | $108.6K | 0.01% | −282−13.4% | Reduced |
| Ci Investments Inc. | 1,742 | $104.0K | 0.00% | +136+8.5% | Added |
| US Bancorp | 1,726 | $102.9K | 0.00% | −513−22.9% | Reduced |
| Venturi Wealth Management, LLC | 1,583 | $94.4K | 0.01% | −322−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,539 | $91.8K | 0.00% | −348−18.4% | Reduced |
| Kapitalo Investimentos Ltda | 1,516 | $90.4K | 0.02% | +1,516 | New |
| Quadrant Capital Group LLC | 1,470 | $87.6K | 0.01% | +160+12.2% | Added |
| Mendota Financial Group, LLC | 1,468 | $87.5K | 0.10% | +299+25.6% | Added |
| Toth Financial Advisory Corp | 1,391 | $82.9K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $77.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $72.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $71.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,194 | $71.2K | 0.00% | −31−2.5% | Reduced |
| Point72 Asset Management, L.P. | 1,191 | $71.0K | 0.00% | +1,191 | New |
| Endurance Wealth Management, Inc. | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 995 | $59.3K | 0.01% | −401−28.7% | Reduced |
| South State Corp. | 930 | $55.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 915 | $54.6K | 0.00% | +915 | New |
| Ostrum Asset Management | 913 | $54.4K | 0.00% | +1+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $53.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 810 | $48.3K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 800 | $47.7K | 0.00% | +800 | New |
| Vestor Capital, LLC | 747 | $45.0K | 0.00% | +747 | New |
| Private Trust Co NA | 698 | $41.6K | 0.01% | −16−2.2% | Reduced |
| Artemis Wealth Advisors, LLC | 649 | $38.7K | 0.01% | +46+7.6% | Added |
| Whittier Trust Co | 620 | $37.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 619 | $36.9K | 0.02% | −1,118−64.4% | Reduced |
| Farther Finance Advisors, LLC | 609 | $36.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 605 | $36.1K | 0.00% | +243+67.1% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $36.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 600 | $35.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 570 | $34.0K | 0.00% | −64−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 526 | $31.4K | 0.00% | −7−1.3% | Reduced |
| Central Trust Co | 481 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 465 | $27.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 443 | $26.4K | 0.00% | +17+4.0% | Added |
| Leonteq Securities AG | 403 | $24.0K | 0.00% | +81+25.2% | Added |
| First Manhattan Co | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $23.8K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $22.2K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 366 | $21.8K | 0.00% | −4−1.1% | Reduced |
| Geneos Wealth Management Inc. | 326 | $19.4K | 0.00% | +31+10.5% | Added |
| M&R Capital Management Inc | 317 | $19.0K | 0.00% | +2+0.6% | Added |
| VisionPoint Advisory Group, LLC | 307 | $18.3K | 0.01% | +307 | New |