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, 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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 22,150 | $1.41M | 0.00% | +961+4.5% | Added |
| Ameritas Investment Partners, Inc. | 22,081 | $1.40M | 0.05% | −479−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,067 | $1.40M | 0.01% | +1,697+8.3% | Added |
| Schechter Investment Advisors, LLC | 22,023 | $1.40M | 0.12% | −738−3.2% | Reduced |
| Aurora Investment Counsel | 24,028 | $1.39M | 0.90% | +897+3.9% | Added |
| AIA Group Ltd | 21,111 | $1.34M | 0.06% | +6,536+44.8% | Added |
| Davenport & Co LLC | 21,040 | $1.34M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 20,800 | $1.32M | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,630 | $1.31M | 0.00% | +290+1.4% | Added |
| Pensionfund Sabic | 20,500 | $1.30M | 0.41% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 20,362 | $1.29M | 0.02% | −1,991−8.9% | Reduced |
| Moors & Cabot, Inc. | 19,871 | $1.26M | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 19,864 | $1.26M | 0.00% | +7,866+65.6% | Added |
| Duality Advisers, LP | 19,530 | $1.24M | 0.13% | +19,530 | New |
| Panagora Asset Management Inc | 18,748 | $1.19M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,719 | $1.19M | 0.01% | +18,719 | New |
| AlTi Global, Inc. | 18,521 | $1.19M | 0.04% | +18,521 | New |
| Intech Investment Management LLC | 18,135 | $1.15M | 0.02% | +5,826+47.3% | Added |
| Stifel Financial Corp | 17,984 | $1.14M | 0.00% | +10,660+145.5% | Added |
| Lido Advisors, LLC | 17,775 | $1.14M | 0.01% | −17,846−50.1% | Reduced |
| Lafayette Investments, Inc. | 17,887 | $1.14M | 0.28% | −560−3.0% | Reduced |
| Donald L. Hagan, LLC | 17,794 | $1.13M | 0.63% | −384−2.1% | Reduced |
| DnB Asset Management AS | 17,676 | $1.12M | 0.01% | −2,230−11.2% | Reduced |
| Utah Retirement Systems | 17,574 | $1.12M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,523 | $1.11M | 0.00% | −87,984−83.4% | Reduced |
| Baird Financial Group, Inc. | 17,482 | $1.11M | 0.00% | −1,467−7.7% | Reduced |
| Cresset Asset Management, LLC | 17,368 | $1.11M | 0.01% | −1,231−6.6% | Reduced |
| Tredje AP-fonden | 17,128 | $1.09M | 0.01% | −1,579−8.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,921 | $1.08M | 0.07% | −960−5.4% | Reduced |
| Centiva Capital, LP | 16,827 | $1.07M | 0.07% | +16,827 | New |
| Jump Financial, LLC | 16,601 | $1.05M | 0.03% | +16,601 | New |
| Wealth Enhancement Advisory Services, LLC | 16,463 | $1.05M | 0.00% | −355−2.1% | Reduced |
| Oppenheimer Asset Management Inc. | 16,200 | $1.03M | 0.01% | −569−3.4% | Reduced |
| JustInvest LLC | 16,150 | $1.03M | 0.03% | +532+3.4% | Added |
| Federation des caisses Desjardins du Quebec | 16,123 | $1.02M | 0.01% | +14,153+718.4% | Added |
| 1832 Asset Management L.P. | 16,059 | $1.02M | 0.00% | −697−4.2% | Reduced |
| Boston Financial Mangement LLC | 15,900 | $1.01M | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,638 | $993.8K | 0.02% | −19,114−55.0% | Reduced |
| Worldquant Millennium Advisors LLC | 15,430 | $980.6K | 0.01% | +10,265+198.7% | Added |
| Public Sector Pension Investment Board | 15,022 | $954.6K | 0.01% | +918+6.5% | Added |
| Susquehanna International Group, LLP | 14,755 | $937.7K | 0.00% | +9,319+171.4% | Added |
| Gould Capital, LLC | 14,668 | $932.2K | 0.68% | −76−0.5% | Reduced |
| Gotham Asset Management, LLC | 14,577 | $926.4K | 0.02% | −3,032−17.2% | Reduced |
| Valley National Advisers Inc | 14,512 | $922.0K | 0.15% | −742−4.9% | Reduced |
| Inceptionr LLC | 14,071 | $894.2K | 0.64% | +14,071 | New |
| Aviva PLC | 14,063 | $893.7K | 0.00% | +377+2.8% | Added |
| Point72 Europe (London) LLP | 13,574 | $862.6K | 0.11% | +13,574 | New |
| Quantbot Technologies LP | 13,558 | $861.6K | 0.05% | +13,558 | New |
| Nissay Asset Management Corp | 13,250 | $842.0K | 0.01% | +373+2.9% | Added |
| British Columbia Investment Management Corp | 12,950 | $823.0K | 0.01% | +2,680+26.1% | Added |
| TD Waterhouse Canada Inc. | 12,313 | $821.4K | 0.01% | +861+7.5% | Added |
| AE Wealth Management LLC | 12,789 | $817.2K | 0.00% | −4,598−26.4% | Reduced |
| CI Private Wealth, LLC | 12,768 | $811.4K | 0.00% | +4,131+47.8% | Added |
| True Wealth Design, LLC | 12,626 | $802.4K | 0.23% | −12−0.1% | Reduced |
| Xponance, Inc. | 12,499 | $794.3K | 0.01% | −98−0.8% | Reduced |
| Brevan Howard Capital Management LP | 12,295 | $781.3K | 0.08% | +12,295 | New |
| Nilsine Partners, LLC | 11,753 | $746.9K | 0.11% | −6,011−33.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,720 | $744.8K | 0.04% | −146−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,631 | $739.1K | 0.01% | +7,487+180.7% | Added |
| Natixis | 11,592 | $736.7K | 0.01% | −6,823−37.1% | Reduced |
| SG Americas Securities, LLC | 11,291 | $718.0K | 0.01% | +306+2.8% | Added |
| Federated Hermes, Inc. | 11,262 | $715.7K | 0.00% | −1,448−11.4% | Reduced |
| Parallel Advisors, LLC | 11,116 | $706.4K | 0.02% | +93+0.8% | Added |
| M&T Bank Corp | 11,054 | $702.7K | 0.00% | −1,865−14.4% | Reduced |
| Twinbeech Capital LP | 11,023 | $700.5K | 0.01% | +11,023 | New |
| Cerity Partners LLC | 10,739 | $682.5K | 0.00% | +420+4.1% | Added |
| BancorpSouth Bank | 10,623 | $675.1K | 0.05% | 00.0% | Unchanged |
| Weiss Asset Management LP | 10,607 | $674.1K | 0.05% | +10,607 | New |
| Commerce Bank | 10,598 | $673.5K | 0.00% | −83−0.8% | Reduced |
| HighTower Advisors, LLC | 10,217 | $643.0K | 0.00% | +915+9.8% | Added |
| RBF Capital, LLC | 10,000 | $635.5K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,950 | $632.3K | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,927 | $630.9K | 0.00% | −48,072−82.9% | Reduced |
| Mackenzie Financial Corp | 9,722 | $617.8K | 0.00% | −833−7.9% | Reduced |
| Logan Capital Management Inc | 9,700 | $616.4K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,500 | $603.7K | 0.05% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,445 | $601.2K | 0.00% | +841+9.8% | Added |
| Northwest Investment Counselors, LLC | 9,416 | $598.4K | 0.16% | −1,210−11.4% | Reduced |
| Lecap Asset Management Ltd | 9,398 | $597.2K | 0.22% | +9,398 | New |
| Gulf International Bank (UK) Ltd | 9,309 | $591.0K | 0.02% | −1,512−14.0% | Reduced |
| Versor Investments LP | 9,282 | $589.9K | 0.12% | +1,500+19.3% | Added |
| NBC Securities, Inc. | 9,249 | $587.0K | 0.06% | −6−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,011 | $572.0K | 0.01% | −714−7.3% | Reduced |
| Hillsdale Investment Management Inc. | 9,000 | $572.0K | 0.05% | −500−5.3% | Reduced |
| Wellington Shields & Co., LLC | 9,000 | $572.0K | 0.21% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,923 | $567.1K | 0.02% | +97+1.1% | Added |
| Fisher Asset Management, LLC | 8,648 | $549.6K | 0.00% | +500+6.1% | Added |
| Merit Financial Group, LLC | 8,615 | $547.5K | 0.02% | +3,877+81.8% | Added |
| Janus Henderson Group PLC | 8,607 | $547.1K | 0.00% | −87−1.0% | Reduced |
| Securian Asset Management, Inc | 8,420 | $535.1K | 0.02% | −100−1.2% | Reduced |
| Maryland State Retirement & Pension System | 8,132 | $516.8K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,000 | $508.4K | 0.00% | −12,000−60.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,903 | $502.2K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 7,889 | $501.3K | 0.32% | +7,889 | New |
| Fayez Sarofim & Co | 7,300 | $486.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,625 | $484.6K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,422 | $472.0K | 0.00% | +250+3.5% | Added |
| Front Street Capital Management, Inc. | 7,328 | $466.0K | 0.09% | +223+3.1% | Added |
| Daiwa Securities Group Inc. | 7,300 | $464.0K | 0.00% | +400+5.8% | Added |
| Creative Planning | 7,160 | $455.0K | 0.00% | −2,008−21.9% | Reduced |