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, Q1 2024
Institutional positions in SEI Investments Co as of Mar 31, 2024. 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
- 475
- −10 vs. Q4 2023
- Shares held
- 94.2M
- +1.49M (+1.6%) vs. Q4 2023
- Total value
- $6.77B
- +$876.6M (+14.9%) vs. Q4 2023
- New holders
- 47
- 141 more added
- Sold out
- 57
- 185 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairman Group, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $288 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $360 | 0.00% | −4−44.4% | Reduced |
| C M Bidwell & Associates Ltd | 6 | $431 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 10 | $719 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $863 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 21 | $1.41K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $2.09K | 0.00% | +3+11.5% | Added |
| Versant Capital Management, Inc | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.52K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $2.52K | 0.00% | +35 | New |
| Geneos Wealth Management Inc. | 37 | $2.66K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $2.88K | 0.00% | +40 | New |
| Abich Financial Wealth Management LLC | 42 | $3.02K | 0.00% | +8+23.5% | Added |
| West Paces Advisors Inc. | 42 | $3.02K | 0.00% | +42 | New |
| Lindbrook Capital, LLC | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $3.16K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 44 | $3.16K | 0.00% | +44 | New |
| Montag A & Associates Inc | 46 | $3.31K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $4.00K | 0.00% | +20+74.1% | Added |
| Creative Financial Designs Inc | 60 | $4.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $4.53K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 75 | $5.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 73 | $5.25K | 0.00% | +73 | New |
| Bell Investment Advisors, Inc | 87 | $6.26K | 0.00% | +15+20.8% | Added |
| JFS Wealth Advisors, LLC | 94 | $6.76K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $7.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $7.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 108 | $7.78K | 0.01% | −45−29.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 120 | $8.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 127 | $9.13K | 0.00% | −35−21.6% | Reduced |
| Tortoise Investment Management, LLC | 129 | $9.28K | 0.00% | +29+29.0% | Added |
| Whittier Trust Co of Nevada Inc | 130 | $9.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $9.42K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 157 | $11.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 162 | $11.6K | 0.00% | −75−31.6% | Reduced |
| Jones Financial Companies LLLP | 164 | $11.8K | 0.00% | +164 | New |
| North Star Investment Management Corp. | 171 | $12.3K | 0.00% | +1+0.6% | Added |
| Smartleaf Asset Management LLC | 172 | $12.4K | 0.00% | +154+855.6% | Added |
| Spire Wealth Management | 188 | $13.5K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 192 | $13.8K | 0.02% | +192 | New |
| Covestor Ltd | 199 | $14.0K | 0.01% | −1,888−90.5% | Reduced |
| Anchor Investment Management, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 215 | $15.5K | 0.00% | +18+9.1% | Added |
| Quent Capital, LLC | 216 | $15.6K | 0.00% | +8+3.8% | Added |
| Global X Japan Co., Ltd. | 219 | $15.7K | 0.00% | −329−60.0% | Reduced |
| Rise Advisors, LLC | 224 | $16.1K | 0.01% | +224 | New |
| Ronald Blue Trust, Inc. | 227 | $16.3K | 0.00% | −167−42.4% | Reduced |
| Mather Group, LLC. | 276 | $17.5K | 0.00% | +276 | New |
| LGT Financial Advisors LLC | 245 | $17.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 248 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 256 | $18.4K | 0.00% | +256 | New |
| CIBC Private Wealth Group, LLC | 273 | $19.4K | 0.00% | +273 | New |
| Zions Bancorporation, N.A. | 277 | $19.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 290 | $20.9K | 0.01% | −28−8.8% | Reduced |
| HM Payson & Co | 300 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 329 | $23.7K | 0.00% | +215+188.6% | Added |
| CoreFirst Bank & Trust | 373 | $26.8K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 375 | $27.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $28.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 407 | $29.3K | 0.00% | +407 | New |
| DHJJ Financial Advisors, Ltd. | 445 | $32.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 493 | $35.4K | 0.01% | −21−4.1% | Reduced |
| Farther Finance Advisors, LLC | 514 | $36.4K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 522 | $37.5K | 0.04% | −118−18.4% | Reduced |
| Washington Trust Advisors, Inc. | 526 | $37.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 626 | $41.3K | 0.00% | +275+78.3% | Added |
| Central Trust Co | 582 | $41.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $43.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 595 | $43.0K | 0.00% | +386+184.7% | Added |
| Whittier Trust Co | 620 | $44.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $46.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 814 | $58.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $60.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 864 | $62.1K | 0.00% | −70−7.5% | Reduced |
| Evolution Advisers, Inc. | 873 | $63.0K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 910 | $65.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 930 | $66.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 948 | $68.2K | 0.00% | +233+32.6% | Added |
| Toth Financial Advisory Corp | 966 | $69.5K | 0.01% | −225−18.9% | Reduced |
| Private Trust Co NA | 980 | $70.5K | 0.01% | +282+40.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,029 | $74.0K | 0.00% | −210−16.9% | Reduced |
| Principal Securities, Inc. | 1,047 | $75.3K | 0.00% | +8+0.8% | Added |
| iA Global Asset Management Inc. | 1,149 | $83.0K | 0.00% | −70−5.7% | Reduced |
| Smithfield Trust Co | 1,195 | $86.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $86.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 1,400 | $89.0K | 0.04% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $93.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,384 | $99.5K | 0.00% | +369+36.4% | Added |
| Mendota Financial Group, LLC | 1,468 | $105.5K | 0.06% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,477 | $106.2K | 0.04% | −43−2.8% | Reduced |
| GAMMA Investing LLC | 1,496 | $107.6K | 0.02% | +257+20.7% | Added |