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, 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 |
|---|---|---|---|---|---|
| Natixis | 303 | $18.1K | 0.00% | −59,197−99.5% | Reduced |
| HM Payson & Co | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 277 | $16.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 248 | $14.8K | 0.00% | +248 | New |
| Cary Street Partner Investment Advisory LLC | 240 | $14.3K | 0.00% | +196+445.5% | Added |
| Bessemer Group Inc | 209 | $12.0K | 0.00% | +79+60.8% | Added |
| Anchor Investment Management, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 181 | $10.8K | 0.00% | +99+120.7% | Added |
| North Star Investment Management Corp. | 170 | $10.1K | 0.00% | +1+0.6% | Added |
| Crewe Advisors LLC | 166 | $9.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 163 | $9.72K | 0.00% | −25−13.3% | Reduced |
| Quent Capital, LLC | 144 | $8.61K | 0.00% | +35+32.1% | Added |
| IFP Advisors, Inc | 131 | $8.57K | 0.00% | +131 | New |
| EverSource Wealth Advisors, LLC | 137 | $8.17K | 0.00% | −455−76.9% | Reduced |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.75K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 121 | $7.21K | 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 |
| 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 |
| Ronald Blue Trust, Inc. | 118 | $6.00K | 0.00% | −120−50.4% | Reduced |
| West Tower Group, LLC | 97 | $5.78K | 0.00% | +97 | New |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $3.58K | 0.00% | −260−81.3% | Reduced |
| First Horizon Advisors, Inc. | 58 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.46K | 0.00% | +4+7.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.22K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $2.74K | 0.00% | −3−6.1% | Reduced |
| Allworth Financial LP | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $2.03K | 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 |
| Versant Capital Management, Inc | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.73K | 0.00% | +29 | New |
| Disciplined Investments, LLC | 28 | $1.67K | 0.00% | +1+3.7% | Added |
| SJS Investment Consulting Inc. | 26 | $1.55K | 0.00% | +1+4.0% | Added |
| Glassman Wealth Services | 18 | $1.07K | 0.00% | −4−18.2% | Reduced |
| Raffa Wealth Management, LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | +19+237.5% | Added |
| Proequities, Inc. | 15 | $894 | 0.00% | +15 | New |
| Gradient Investments LLC | 13 | $775 | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $715 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $610 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $559 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $239 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $119 | 0.00% | +2 | New |
| Comerica Bank | 337,156 | $4 | 0.00% | +337,156 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −313,948−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −286,129−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −239,200−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −115,853−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −101,577−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −89,541−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −39,929−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −34,167−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −27,370−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −16,512−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −15,030−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,765−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,789−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,015−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −8,909−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −10,935−100.0% | Sold out |