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, Q3 2023
Institutional positions in SEI Investments Co as of Sep 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
- 462
- +7 vs. Q2 2023
- Shares held
- 93.4M
- +292.8K (+0.3%) vs. Q2 2023
- Total value
- $5.63B
- +$106.9M (+1.9%) vs. Q2 2023
- New holders
- 47
- 152 more added
- Sold out
- 40
- 165 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1 | $0 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 1 | $32 | 0.00% | +1 | New |
| Cubist Systematic Strategies, LLC | 4 | $241 | 0.00% | −45,465−100.0% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $241 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $482 | 0.00% | −10−55.6% | Reduced |
| Tfo-TDC, LLC | 9 | $537 | 0.00% | +4+80.0% | Added |
| Larson Financial Group LLC | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $723 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $723 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $783 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $1.02K | 0.00% | +13+325.0% | Added |
| Hexagon Capital Partners LLC | 26 | $1.57K | 0.00% | −3−10.3% | Reduced |
| Geneos Wealth Management Inc. | 31 | $1.87K | 0.00% | −295−90.5% | Reduced |
| Versant Capital Management, Inc | 31 | $1.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.93K | 0.00% | +6+23.1% | Added |
| Red Tortoise LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $2.00K | 0.00% | +17+63.0% | Added |
| Concord Wealth Partners | 35 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.11K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 44 | $2.65K | 0.00% | −4−8.3% | Reduced |
| Montag A & Associates Inc | 46 | $2.77K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.23K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.25K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 58 | $3.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $3.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $3.61K | 0.00% | +26+76.5% | Added |
| Bell Investment Advisors, Inc | 76 | $4.58K | 0.00% | +18+31.0% | Added |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 104 | $6.00K | 0.00% | +104 | New |
| Prestige Wealth Management Group LLC | 105 | $6.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $6.50K | 0.00% | +108 | New |
| JFS Wealth Advisors, LLC | 110 | $6.63K | 0.00% | +5+4.8% | Added |
| Allworth Financial LP | 112 | $6.75K | 0.00% | +67+148.9% | Added |
| Cullen/Frost Bankers, Inc. | 120 | $7.23K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 121 | $7.29K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $8.19K | 0.00% | +5+3.8% | Added |
| Quent Capital, LLC | 144 | $8.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 170 | $10.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 188 | $11.3K | 0.00% | −382−67.0% | Reduced |
| West Tower Group, LLC | 189 | $11.4K | 0.01% | +92+94.8% | Added |
| Cary Street Partner Investment Advisory LLC | 196 | $11.8K | 0.00% | −44−18.3% | Reduced |
| Anchor Investment Management, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 205 | $12.3K | 0.00% | +68+49.6% | Added |
| Huntington National Bank | 217 | $13.1K | 0.00% | +54+33.1% | Added |
| LGT Financial Advisors LLC | 245 | $14.8K | 0.02% | +245 | New |
| Ronald Blue Trust, Inc. | 256 | $16.0K | 0.00% | +138+116.9% | Added |
| Zions Bancorporation, N.A. | 277 | $16.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 318 | $19.1K | 0.01% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 373 | $22.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $23.2K | 0.01% | +265+220.8% | Added |
| First Manhattan Co | 400 | $24.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 403 | $24.3K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 445 | $26.8K | 0.01% | +445 | New |
| Fairfield Financial Advisors, LTD | 465 | $28.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 488 | $29.4K | 0.00% | +307+169.6% | Added |
| VisionPoint Advisory Group, LLC | 513 | $30.9K | 0.01% | +206+67.1% | Added |
| Washington Trust Advisors, Inc. | 526 | $31.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 571 | $33.0K | 0.00% | +128+28.9% | Added |
| Gladius Capital Management LP | 570 | $34.3K | 0.01% | −49−7.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $36.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 600 | $36.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 615 | $37.0K | 0.01% | +6+1.0% | Added |
| Whittier Trust Co | 620 | $37.3K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 660 | $39.8K | 0.01% | +11+1.7% | Added |
| Private Trust Co NA | 698 | $42.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 800 | $48.2K | 0.01% | −10−1.2% | Reduced |
| UniSuper Management Pty Ltd | 800 | $48.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 813 | $49.0K | 0.01% | −182−18.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $49.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 865 | $52.1K | 0.00% | −674−43.8% | Reduced |
| Ostrum Asset Management | 906 | $54.6K | 0.01% | −7−0.8% | Reduced |
| South State Corp. | 930 | $56.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,017 | $61.0K | 0.00% | −6,399−86.3% | Reduced |
| Fifth Third Bancorp | 1,039 | $62.6K | 0.00% | −155−13.0% | Reduced |
| Bessemer Group Inc | 1,062 | $64.0K | 0.00% | +853+408.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,067 | $64.3K | 0.00% | +462+76.4% | Added |
| Smithfield Trust Co | 1,195 | $72.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $72.3K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $78.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,391 | $83.8K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,450 | $87.0K | 0.02% | −500−25.6% | Reduced |
| Mendota Financial Group, LLC | 1,468 | $88.4K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,516 | $91.3K | 0.01% | −67−4.2% | Reduced |
| Quadrant Capital Group LLC | 1,640 | $98.8K | 0.01% | +170+11.6% | Added |
| Icon Wealth Partners, LLC | 1,677 | $101.0K | 0.01% | +1,677 | New |
| Bokf, NA | 1,939 | $104.0K | 0.00% | −152−7.3% | Reduced |
| Ci Investments Inc. | 1,776 | $107.0K | 0.00% | +34+2.0% | Added |
| Column Capital Advisors, LLC | 1,811 | $109.1K | 0.02% | −69−3.7% | Reduced |
| Hills Bank & Trust Co | 1,821 | $109.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,896 | $114.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,970 | $118.7K | 0.00% | −1,109−36.0% | Reduced |