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, Q4 2023
Institutional positions in SEI Investments Co as of Dec 31, 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
- 491
- +37 vs. Q3 2023
- Shares held
- 92.8M
- −426.6K (−0.5%) vs. Q3 2023
- Total value
- $5.90B
- +$270.9M (+4.8%) vs. Q3 2023
- New holders
- 69
- 142 more added
- Sold out
- 32
- 182 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1,239 | $78.7K | 0.00% | +172+16.1% | Added |
| Swedbank AB | 1,298 | $82.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,400 | $89.0K | 0.04% | +1,400 | New |
| Venturi Wealth Management, LLC | 1,439 | $91.4K | 0.01% | −77−5.1% | Reduced |
| Dividend Assets Capital, LLC | 1,450 | $92.0K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,468 | $93.3K | 0.07% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,520 | $96.6K | 0.04% | −617−28.9% | Reduced |
| Icon Wealth Advisors, LLC | 1,677 | $106.6K | 0.01% | +1,677 | New |
| Hills Bank & Trust Co | 1,821 | $115.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,896 | $120.5K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,939 | $123.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,956 | $124.3K | 0.01% | +316+19.3% | Added |
| Lazard Asset Management LLC | 2,009 | $127.0K | 0.00% | +2,009 | New |
| Covestor Ltd | 2,087 | $133.0K | 0.09% | −4−0.2% | Reduced |
| Ci Investments Inc. | 2,149 | $137.0K | 0.00% | +373+21.0% | Added |
| Degroof Petercam Asset Management | 2,300 | $146.2K | 0.00% | +2,300 | New |
| Signaturefd, LLC | 2,802 | $178.1K | 0.00% | −539−16.1% | Reduced |
| NBT Bank N A | 3,005 | $191.0K | 0.01% | +3,005 | New |
| Desjardins Global Asset Management Inc. | 3,050 | $193.8K | 0.02% | −24,196−88.8% | Reduced |
| Kestra Advisory Services, LLC | 3,157 | $200.6K | 0.00% | +3,157 | New |
| Systematic Portfolios LLC | 3,198 | $203.2K | 0.62% | +3,198 | New |
| Kapitalo Investimentos Ltda | 3,265 | $207.5K | 0.04% | −484−12.9% | Reduced |
| Fox Run Management, L.L.C. | 3,273 | $208.0K | 0.05% | +3,273 | New |
| Mairs & Power Inc | 3,300 | $209.7K | 0.00% | +3,300 | New |
| Lakeview Capital Partners, LLC | 3,302 | $209.9K | 0.04% | +3,302 | New |
| CAPROCK Group, Inc. | 3,309 | $211.8K | 0.01% | −24−0.7% | Reduced |
| Ghe, LLC | 16,084 | $214.0K | 0.13% | +7,739+92.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,368 | $214.0K | 0.02% | −16,426−83.0% | Reduced |
| Ieq Capital, LLC | 3,384 | $215.1K | 0.00% | +3,384 | New |
| Caxton Associates LP | 3,439 | $218.5K | 0.01% | −5,496−61.5% | Reduced |
| Ossiam | 3,445 | $218.9K | 0.00% | −45−1.3% | Reduced |
| Petrus Trust Company, LTA | 3,606 | $229.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,607 | $229.2K | 0.00% | +3,607 | New |
| Arnhold LLC | 3,675 | $233.5K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,781 | $240.0K | 0.01% | −99−2.6% | Reduced |
| Janney Montgomery Scott LLC | 3,787 | $241.0K | 0.00% | −1,674−30.7% | Reduced |
| Morningstar Investment Management LLC | 3,807 | $242.0K | 0.03% | +22+0.6% | Added |
| Portside Wealth Group, LLC | 3,823 | $243.0K | 0.05% | +276+7.8% | Added |
| State of Wyoming | 3,868 | $245.8K | 0.05% | +946+32.4% | Added |
| Legacy Financial Advisors, Inc. | 3,878 | $246.5K | 0.05% | +391+11.2% | Added |
| AlphaQ Advisors LLC | 3,890 | $247.2K | 0.17% | +3,890 | New |
| Envestnet Portfolio Solutions, Inc. | 3,893 | $247.4K | 0.00% | +3,893 | New |
| Two Sigma Securities, LLC | 3,910 | $248.5K | 0.01% | +3,910 | New |
| Oxford Asset Management LLP | 3,955 | $251.3K | 0.38% | +3,955 | New |
| WBH Advisory Inc | 4,000 | $254.2K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,087 | $259.8K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,092 | $260.0K | 0.03% | −266−6.1% | Reduced |
| Private Advisor Group, LLC | 4,123 | $262.0K | 0.00% | +4,123 | New |
| Public Employees Retirement Association of Colorado | 4,145 | $263.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,174 | $265.3K | 0.12% | +4,174 | New |
| Lindenwold Advisors | 4,186 | $266.0K | 0.15% | −45−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 4,200 | $266.9K | 0.23% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,232 | $268.9K | 0.10% | −282−6.2% | Reduced |
| Citadel Investment Advisory, Inc. | 4,300 | $273.0K | 0.17% | −75−1.7% | Reduced |
| Shelton Capital Management | 4,352 | $276.6K | 0.01% | −357−7.6% | Reduced |
| Ethic Inc. | 4,396 | $279.4K | 0.01% | −900−17.0% | Reduced |
| Wrapmanager Inc | 4,431 | $281.6K | 0.08% | −147−3.2% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $285.4K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,520 | $287.2K | 0.07% | +4+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,577 | $290.9K | 0.00% | −9,295−67.0% | Reduced |
| Pitcairn Co | 4,600 | $292.3K | 0.02% | −3−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 4,717 | $299.8K | 0.05% | +4,717 | New |
| Commonwealth Equity Services, LLC | 4,770 | $303.0K | 0.00% | −151−3.1% | Reduced |
| Point72 Hong Kong Ltd | 5,034 | $319.9K | 0.02% | +5,034 | New |
| CIBC Asset Management Inc | 5,303 | $337.0K | 0.00% | −625−10.5% | Reduced |
| Point72 Middle East FZE | 5,329 | $338.7K | 0.02% | +5,329 | New |
| Investment House LLC | 5,432 | $345.2K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,584 | $354.9K | 0.01% | +231+4.3% | Added |
| Machina Capital S.A.S. | 5,669 | $360.3K | 0.23% | +5,669 | New |
| Grant/GrossMendelsohn, LLC | 5,700 | $364.2K | 0.15% | 00.0% | Unchanged |
| Prudential PLC | 5,924 | $376.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 5,943 | $377.0K | 0.00% | −21,131−78.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,963 | $378.9K | 0.01% | +5,963 | New |
| JJJ Advisors Inc. | 5,993 | $381.3K | 0.09% | −393−6.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,066 | $385.5K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 6,066 | $385.5K | 0.27% | +6,066 | New |
| Brandes Investment Partners, LP | 6,069 | $385.7K | 0.01% | +6,069 | New |
| DekaBank Deutsche Girozentrale | 6,119 | $389.0K | 0.00% | −2,306−27.4% | Reduced |
| Truepoint, Inc. | 6,155 | $391.1K | 0.01% | +6,155 | New |
| Los Angeles Capital Management LLC | 6,361 | $404.2K | 0.00% | +6,361 | New |
| Quantinno Capital Management LP | 6,383 | $406.0K | 0.01% | −14,590−69.6% | Reduced |
| Snowden Capital Advisors LLC | 6,421 | $408.1K | 0.02% | +787+14.0% | Added |
| Beaumont Financial Advisors, LLC | 6,483 | $412.0K | 0.04% | −160−2.4% | Reduced |
| FDx Advisors, Inc. | 6,499 | $413.0K | 0.03% | +2,062+46.5% | Added |
| Mariner, LLC | 6,542 | $415.7K | 0.00% | −1,286−16.4% | Reduced |
| AdvisorShares Investments LLC | 6,592 | $418.9K | 0.10% | −77−1.2% | Reduced |
| Haverford Trust Co | 6,613 | $420.3K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,624 | $421.0K | 0.07% | −1,887−22.2% | Reduced |
| Marshall Wace, LLP | 6,800 | $432.1K | 0.00% | +6,800 | New |
| First Citizens Bank & Trust Co | 6,812 | $432.9K | 0.01% | +816+13.6% | Added |
| Davis R M Inc | 6,864 | $436.2K | 0.01% | −11,622−62.9% | Reduced |
| Creative Planning | 7,160 | $455.0K | 0.00% | −2,008−21.9% | Reduced |
| Daiwa Securities Group Inc. | 7,300 | $464.0K | 0.00% | +400+5.8% | Added |
| Front Street Capital Management, Inc. | 7,328 | $466.0K | 0.09% | +223+3.1% | Added |
| Mercer Global Advisors Inc | 7,422 | $472.0K | 0.00% | +250+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,625 | $484.6K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 7,300 | $486.5K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 7,889 | $501.3K | 0.32% | +7,889 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,903 | $502.2K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,000 | $508.4K | 0.00% | −12,000−60.0% | Reduced |