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, 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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 7,172 | $432.0K | 0.00% | +1,726+31.7% | Added |
| Advisor Partners II, LLC | 7,168 | $431.7K | 0.02% | +3,143+78.1% | Added |
| Front Street Capital Management, Inc. | 7,105 | $428.0K | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 6,900 | $416.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,669 | $401.7K | 0.11% | −154−2.3% | Reduced |
| Beaumont Financial Advisors, LLC | 6,643 | $400.1K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 6,613 | $398.3K | 0.00% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 6,600 | $398.0K | 0.06% | +6,600 | New |
| JJJ Advisors Inc. | 6,386 | $384.6K | 0.10% | +1,460+29.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,066 | $365.4K | 0.01% | −11−0.2% | Reduced |
| First Citizens Bank & Trust Co | 5,996 | $361.1K | 0.01% | +23+0.4% | Added |
| CIBC Asset Management Inc | 5,928 | $357.0K | 0.00% | +44+0.7% | Added |
| Prudential PLC | 5,924 | $356.8K | 0.00% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 5,700 | $343.3K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,634 | $339.3K | 0.01% | −104−1.8% | Reduced |
| Janney Montgomery Scott LLC | 5,461 | $329.0K | 0.00% | −4,090−42.8% | Reduced |
| Susquehanna International Group, LLP | 5,436 | $327.4K | 0.00% | −31,975−85.5% | Reduced |
| Investment House LLC | 5,432 | $327.2K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,353 | $322.4K | 0.02% | −57−1.1% | Reduced |
| Ethic Inc. | 5,296 | $319.0K | 0.01% | −1,460−21.6% | Reduced |
| Agf Management Ltd | 5,248 | $316.1K | 0.00% | +5,248 | New |
| Worldquant Millennium Advisors LLC | 5,165 | $311.1K | 0.00% | +5,165 | New |
| Cape Cod Five Cents Savings Bank | 5,150 | $310.2K | 0.02% | +5,150 | New |
| La Banque Postale Asset Management SA | 5,107 | $307.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,921 | $296.0K | 0.00% | −455−8.5% | Reduced |
| Point72 Asset Management, L.P. | 4,800 | $289.1K | 0.00% | +3,609+303.0% | Added |
| Boothbay Fund Management, LLC | 4,758 | $286.6K | 0.01% | +4,758 | New |
| Merit Financial Group, LLC | 4,738 | $285.4K | 0.01% | +4,738 | New |
| Shelton Capital Management | 4,709 | $283.6K | 0.01% | −317−6.3% | Reduced |
| Pitcairn Co | 4,603 | $277.2K | 0.02% | +841+22.4% | Added |
| Wrapmanager Inc | 4,578 | $275.7K | 0.09% | +378+9.0% | Added |
| Bridgefront Capital, LLC | 4,561 | $274.7K | 0.19% | +21+0.5% | Added |
| Great Diamond Partners, LLC | 4,516 | $272.0K | 0.07% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,514 | $271.9K | 0.13% | +4,514 | New |
| Cadent Capital Advisors, LLC | 4,491 | $270.5K | 0.13% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,437 | $267.0K | 0.02% | −12,169−73.3% | Reduced |
| Citadel Investment Advisory, Inc. | 4,375 | $264.0K | 0.17% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,358 | $262.5K | 0.03% | +4,358 | New |
| Lindenwold Advisors | 4,231 | $254.8K | 0.16% | +26+0.6% | Added |
| Royal Capital Wealth Management, LLC | 4,200 | $253.0K | 0.24% | +4,200 | New |
| Public Employees Retirement Association of Colorado | 4,145 | $250.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,144 | $249.6K | 0.01% | −1,455−26.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,087 | $246.2K | 0.01% | +4,087 | New |
| WBH Advisory Inc | 4,000 | $240.9K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,893 | $234.4K | 0.01% | +3,893 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,880 | $234.0K | 0.01% | −10,945−73.8% | Reduced |
| Morningstar Investment Management LLC | 3,785 | $228.0K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,749 | $225.8K | 0.03% | +2,233+147.3% | Added |
| Arnhold LLC | 3,675 | $221.3K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,620 | $218.0K | 0.00% | +3,620 | New |
| Petrus Trust Company, LTA | 3,606 | $217.2K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,599 | $216.8K | 0.03% | +3,599 | New |
| Portside Wealth Group, LLC | 3,547 | $212.0K | 0.04% | +3,547 | New |
| Baldwin Investment Management, LLC | 3,500 | $210.8K | 0.04% | −200−5.4% | Reduced |
| Ossiam | 3,490 | $210.2K | 0.00% | −366−9.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,487 | $210.0K | 0.04% | +3,487 | New |
| Signaturefd, LLC | 3,341 | $201.2K | 0.01% | +1,029+44.5% | Added |
| CAPROCK Group, Inc. | 3,333 | $200.8K | 0.02% | +3,333 | New |
| State of Wyoming | 2,922 | $176.0K | 0.04% | +14+0.5% | Added |
| C M Bidwell & Associates Ltd | 2,161 | $130.2K | 0.10% | +2,121+5,302.5% | Added |
| Impact Partnership Wealth, LLC | 2,137 | $128.7K | 0.04% | +2,137 | New |
| Covestor Ltd | 2,091 | $126.0K | 0.10% | +4+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,970 | $118.7K | 0.00% | −1,109−36.0% | Reduced |
| Hollencrest Capital Management | 1,896 | $114.2K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,821 | $109.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,811 | $109.1K | 0.02% | −69−3.7% | Reduced |
| Ci Investments Inc. | 1,776 | $107.0K | 0.00% | +34+2.0% | Added |
| Bokf, NA | 1,939 | $104.0K | 0.00% | −152−7.3% | Reduced |
| Icon Wealth Partners, LLC | 1,677 | $101.0K | 0.01% | +1,677 | New |
| Quadrant Capital Group LLC | 1,640 | $98.8K | 0.01% | +170+11.6% | Added |
| Venturi Wealth Management, LLC | 1,516 | $91.3K | 0.01% | −67−4.2% | Reduced |
| Mendota Financial Group, LLC | 1,468 | $88.4K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,450 | $87.0K | 0.02% | −500−25.6% | Reduced |
| Toth Financial Advisory Corp | 1,391 | $83.8K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $78.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $72.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $72.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,067 | $64.3K | 0.00% | +462+76.4% | Added |
| Bessemer Group Inc | 1,062 | $64.0K | 0.00% | +853+408.1% | Added |
| Fifth Third Bancorp | 1,039 | $62.6K | 0.00% | −155−13.0% | Reduced |
| Banque Cantonale Vaudoise | 1,017 | $61.0K | 0.00% | −6,399−86.3% | Reduced |
| South State Corp. | 930 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 906 | $54.6K | 0.01% | −7−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 865 | $52.1K | 0.00% | −674−43.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $49.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 813 | $49.0K | 0.01% | −182−18.3% | Reduced |
| 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 |
| Private Trust Co NA | 698 | $42.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 660 | $39.8K | 0.01% | +11+1.7% | Added |
| Whittier Trust Co | 620 | $37.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 615 | $37.0K | 0.01% | +6+1.0% | Added |
| Umb Bank N A | 600 | $36.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $36.0K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 570 | $34.3K | 0.01% | −49−7.9% | Reduced |
| Global Retirement Partners, LLC | 571 | $33.0K | 0.00% | +128+28.9% | Added |
| Washington Trust Advisors, Inc. | 526 | $31.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 513 | $30.9K | 0.01% | +206+67.1% | Added |
| GWM Advisors LLC | 488 | $29.4K | 0.00% | +307+169.6% | Added |
| Central Trust Co | 481 | $29.0K | 0.00% | 00.0% | Unchanged |