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 |
|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 465 | $28.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 445 | $26.8K | 0.01% | +445 | New |
| Leonteq Securities AG | 403 | $24.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $24.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $23.2K | 0.01% | +265+220.8% | Added |
| Asset Dedication, LLC | 383 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $22.5K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 318 | $19.1K | 0.01% | +1+0.3% | Added |
| HM Payson & Co | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 277 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 256 | $16.0K | 0.00% | +138+116.9% | Added |
| LGT Financial Advisors LLC | 245 | $14.8K | 0.02% | +245 | New |
| Huntington National Bank | 217 | $13.1K | 0.00% | +54+33.1% | Added |
| EverSource Wealth Advisors, LLC | 205 | $12.3K | 0.00% | +68+49.6% | Added |
| Anchor Investment Management, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 196 | $11.8K | 0.00% | −44−18.3% | Reduced |
| West Tower Group, LLC | 189 | $11.4K | 0.01% | +92+94.8% | Added |
| Spire Wealth Management | 188 | $11.3K | 0.00% | −382−67.0% | Reduced |
| North Star Investment Management Corp. | 170 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 144 | $8.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $8.19K | 0.00% | +5+3.8% | Added |
| Bartlett & Co. LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $7.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $7.83K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 121 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $7.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 112 | $6.75K | 0.00% | +67+148.9% | Added |
| JFS Wealth Advisors, LLC | 110 | $6.63K | 0.00% | +5+4.8% | Added |
| Clearstead Advisors, LLC | 108 | $6.50K | 0.00% | +108 | New |
| Prestige Wealth Management Group LLC | 105 | $6.33K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 104 | $6.00K | 0.00% | +104 | New |
| Tradition Wealth Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $4.58K | 0.00% | +18+31.0% | Added |
| Creative Financial Designs Inc | 60 | $3.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $3.61K | 0.00% | +26+76.5% | Added |
| First Horizon Advisors, Inc. | 58 | $3.53K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.25K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $3.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $2.65K | 0.00% | −4−8.3% | Reduced |
| Concord Wealth Partners | 35 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.11K | 0.00% | +35 | New |
| Avion Wealth | 44 | $2.00K | 0.00% | +17+63.0% | Added |
| Red Tortoise LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.93K | 0.00% | +6+23.1% | Added |
| 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 |
| Hexagon Capital Partners LLC | 26 | $1.57K | 0.00% | −3−10.3% | Reduced |
| 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 |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $783 | 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 |
| Larson Financial Group LLC | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $537 | 0.00% | +4+80.0% | Added |
| Glassman Wealth Services | 8 | $482 | 0.00% | −10−55.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4 | $241 | 0.00% | −45,465−100.0% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $241 | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 1 | $32 | 0.00% | +1 | New |
| Simplex Trading, LLC | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −114,100−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −79,692−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −58,411−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −49,131−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −47,891−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −45,424−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −43,885−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,830−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −24,050−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −21,319−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,681−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,730−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,069−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −6,732−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,015−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |