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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.

Q3 2023 vs. Q2 2023

How the institutions holding SEI Investments Co changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SEIC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders4583462+7
Shares93.2M82.6K93.4M+292.8K (+0.3%)
Value$5.53B$4.92M$5.63B+$106.9M (+1.9%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held SEI Investments Co at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SEIC in Q3 2023
InstitutionSharesValue% of portfolio
Phase 2 Partners, LLC163,528$9.85M4.35%
Arrowstreet Capital, Limited Partnership148,433$8.94M0.01%
Azora Capital LP147,932$8.91M0.98%
Balyasny Asset Management LLC99,274$5.98M0.02%
Pictet Asset Management Holding SA79,804$4.81M0.01%
Two Sigma Investments, LP73,256$4.41M0.01%
Prana Capital Management, LP63,103$3.80M0.25%
Two Sigma Advisers, LP54,900$3.31M0.01%
D. E. Shaw & Co., Inc.45,425$2.74M0.00%
Cipher Capital LP32,004$1.93M1.37%
Capital Fund Management S.A.31,352$1.89M0.03%
Vident Advisory, LLC29,226$1.76M0.05%
Linden Thomas Advisory Services, LLC23,440$1.41M0.31%
Edgestream Partners, L.P.21,469$1.29M0.10%
Wealth Enhancement Advisory Services, LLC16,818$1.01M0.00%
Holocene Advisors, LP16,754$1.01M0.00%
Oak Thistle LLC13,682$824.1K0.24%
Patten & Patten Inc9,500$572.2K0.05%
NBC Securities, Inc.9,255$557.0K0.06%
CI Private Wealth, LLC8,637$520.2K0.00%
Pathstone Family Office, LLC7,450$448.7K0.00%
Kahn Brothers Group Inc6,600$398.0K0.06%
Agf Management Ltd5,248$316.1K0.00%
Worldquant Millennium Advisors LLC5,165$311.1K0.00%
Cape Cod Five Cents Savings Bank5,150$310.2K0.02%
Boothbay Fund Management, LLC4,758$286.6K0.01%
Merit Financial Group, LLC4,738$285.4K0.01%
DGS Capital Management, LLC4,514$271.9K0.13%
Hilltop Holdings Inc.4,358$262.5K0.03%
Royal Capital Wealth Management, LLC4,200$253.0K0.24%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,087$246.2K0.01%
Oversea-Chinese Banking CORP Ltd3,893$234.4K0.01%
Cambridge Investment Research Advisors, Inc.3,620$218.0K0.00%
Campbell & CO Investment Adviser LLC3,599$216.8K0.03%
Portside Wealth Group, LLC3,547$212.0K0.04%
Legacy Financial Advisors, Inc.3,487$210.0K0.04%
CAPROCK Group, Inc.3,333$200.8K0.02%
Impact Partnership Wealth, LLC2,137$128.7K0.04%
Icon Wealth Partners, LLC1,677$101.0K0.01%
DHJJ Financial Advisors, Ltd.445$26.8K0.01%
LGT Financial Advisors LLC245$14.8K0.02%
Clearstead Advisors, LLC108$6.50K0.00%
Steward Financial Group LLC104$6.00K0.00%
Sunbelt Securities, Inc.35$2.11K0.00%
Baker Avenue Asset Management, LP4$2410.00%
Eagle Bay Advisors LLC1$320.00%
Simplex Trading, LLC1$00.00%

Sold out (40)

Institutions that held SEI Investments Co at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (3)

Institutions that held SEI Investments Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SEIC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA79,074$4.71M
Lumature Wealth Partners, LLC2,500$149.1K
Endurance Wealth Management, Inc.1,000$60.0K