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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,530 | $110.0K | 0.01% | +91+6.3% | Added |
| UniSuper Management Pty Ltd | 1,600 | $115.0K | 0.00% | +800+100.0% | Added |
| nVerses Capital, LLC | 1,700 | $122.2K | 0.29% | +1,700 | New |
| Hills Bank & Trust Co | 1,807 | $129.9K | 0.01% | −14−0.8% | Reduced |
| Bokf, NA | 1,839 | $130.2K | 0.00% | −100−5.2% | Reduced |
| Hollencrest Capital Management | 1,896 | $136.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,918 | $137.0K | 0.00% | −91−4.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,935 | $139.1K | 0.05% | +1,935 | New |
| Quadrant Capital Group LLC | 1,956 | $140.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,972 | $141.8K | 0.01% | +295+17.6% | Added |
| Degroof Petercam Asset Management | 2,300 | $165.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,525 | $182.0K | 0.00% | +376+17.5% | Added |
| Signaturefd, LLC | 2,729 | $196.2K | 0.00% | −73−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,825 | $203.1K | 0.00% | +2,825 | New |
| Kestra Private Wealth Services, LLC | 2,831 | $203.5K | 0.00% | +2,831 | New |
| MML Investors Services, LLC | 2,837 | $204.0K | 0.00% | +2,837 | New |
| Lakeview Capital Partners, LLC | 2,971 | $213.6K | 0.03% | −331−10.0% | Reduced |
| NBT Bank N A | 3,005 | $216.1K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,042 | $218.7K | 0.00% | −15,093−83.2% | Reduced |
| Savant Capital, LLC | 3,087 | $222.0K | 0.00% | +3,087 | New |
| Catalyst Funds Management Pty Ltd | 3,100 | $222.9K | 0.06% | +3,100 | New |
| Leo Wealth, LLC | 3,160 | $227.2K | 0.02% | +3,160 | New |
| Kestra Advisory Services, LLC | 3,172 | $228.1K | 0.00% | +15+0.5% | Added |
| CIBC Asset Management Inc | 3,225 | $231.9K | 0.00% | −2,078−39.2% | Reduced |
| Mairs & Power Inc | 3,300 | $237.3K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,332 | $239.6K | 0.01% | +23+0.7% | Added |
| Hilltop Holdings Inc. | 3,372 | $242.4K | 0.03% | −720−17.6% | Reduced |
| Profund Advisors LLC | 3,413 | $245.4K | 0.01% | +3,413 | New |
| Caxton Associates LP | 3,439 | $247.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,504 | $251.9K | 0.01% | −8,127−69.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,646 | $262.1K | 0.02% | +3,646 | New |
| Arnhold LLC | 3,675 | $264.2K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,780 | $272.0K | 0.00% | −7−0.2% | Reduced |
| Morningstar Investment Management LLC | 3,807 | $274.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 3,930 | $282.6K | 0.01% | +3,930 | New |
| Wrapmanager Inc | 3,940 | $283.3K | 0.08% | −491−11.1% | Reduced |
| Captrust Financial Advisors | 3,952 | $284.1K | 0.00% | −16,678−80.8% | Reduced |
| Ieq Capital, LLC | 3,980 | $286.2K | 0.00% | +596+17.6% | Added |
| WBH Advisory Inc | 4,000 | $287.6K | 0.03% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,000 | $288.0K | 0.16% | −300−7.0% | Reduced |
| Verition Fund Management LLC | 4,008 | $288.2K | 0.00% | +4,008 | New |
| Private Advisor Group, LLC | 4,022 | $289.2K | 0.00% | −101−2.4% | Reduced |
| Portside Wealth Group, LLC | 4,078 | $293.2K | 0.05% | +255+6.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,118 | $296.1K | 0.01% | +31+0.8% | Added |
| Public Employees Retirement Association of Colorado | 4,145 | $298.0K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 4,146 | $298.1K | 0.16% | −40−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 4,190 | $301.2K | 0.05% | +312+8.0% | Added |
| Royal Capital Wealth Management, LLC | 4,200 | $302.0K | 0.24% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 4,339 | $312.0K | 0.19% | +449+11.5% | Added |
| Shelton Capital Management | 4,352 | $312.9K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 4,450 | $314.0K | 0.05% | −267−5.7% | Reduced |
| Great Diamond Partners, LLC | 4,472 | $321.5K | 0.07% | −48−1.1% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $322.9K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 4,566 | $328.3K | 0.02% | −34−0.7% | Reduced |
| CIBC World Markets Corp | 4,579 | $329.2K | 0.00% | +4,579 | New |
| Commonwealth Equity Services, LLC | 4,612 | $332.0K | 0.00% | −158−3.3% | Reduced |
| Keebeck Alpha, LP | 4,833 | $347.5K | 0.23% | +4,833 | New |
| Envestnet Portfolio Solutions, Inc. | 4,868 | $350.0K | 0.00% | +975+25.0% | Added |
| Ossiam | 4,974 | $357.6K | 0.01% | +1,529+44.4% | Added |
| State of Wyoming | 4,992 | $358.9K | 0.06% | +1,124+29.1% | Added |
| Cetera Investment Advisers | 5,007 | $360.0K | 0.00% | +5,007 | New |
| Concurrent Investment Advisors, LLC | 5,079 | $365.1K | 0.01% | +5,079 | New |
| Camden Capital, LLC | 5,154 | $370.6K | 0.03% | +5,154 | New |
| Investment House LLC | 5,432 | $390.6K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,649 | $406.2K | 0.01% | +65+1.2% | Added |
| Prelude Capital Management, LLC | 5,669 | $407.6K | 0.03% | +5,669 | New |
| Convergence Investment Partners, LLC | 5,669 | $408.0K | 0.16% | +5,669 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,079 | $437.1K | 0.01% | +13+0.2% | Added |
| Petrus Trust Company, LTA | 6,107 | $439.1K | 0.04% | +2,501+69.4% | Added |
| Centiva Capital, LP | 6,125 | $440.4K | 0.02% | −10,702−63.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,199 | $446.0K | 0.01% | +2,418+64.0% | Added |
| DekaBank Deutsche Girozentrale | 6,375 | $454.0K | 0.00% | +256+4.2% | Added |
| Snowden Capital Advisors LLC | 6,317 | $454.2K | 0.01% | −104−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 6,483 | $466.1K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,592 | $474.0K | 0.08% | 00.0% | Unchanged |
| Haverford Trust Co | 6,613 | $475.5K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,696 | $481.5K | 0.09% | +72+1.1% | Added |
| Versor Investments LP | 6,782 | $487.6K | 0.10% | −2,500−26.9% | Reduced |
| Mariner, LLC | 6,869 | $493.9K | 0.00% | +327+5.0% | Added |
| Edgestream Partners, L.P. | 6,873 | $494.2K | 0.02% | −41,326−85.7% | Reduced |
| Engineers Gate Manager LP | 7,002 | $503.4K | 0.01% | −33,113−82.5% | Reduced |
| JJJ Advisors Inc. | 7,015 | $504.4K | 0.11% | +1,022+17.1% | Added |
| First Citizens Bank & Trust Co | 7,042 | $506.3K | 0.01% | +230+3.4% | Added |
| Fayez Sarofim & Co | 7,300 | $524.9K | 0.00% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 7,329 | $527.0K | 0.10% | +10.0% | Added |
| Daiwa Securities Group Inc. | 7,400 | $532.0K | 0.00% | +100+1.4% | Added |
| Maryland State Retirement & Pension System | 8,132 | $537.4K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,767 | $558.4K | 0.00% | −881−10.2% | Reduced |
| Lecap Asset Management Ltd | 7,775 | $559.0K | 0.12% | −1,623−17.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,832 | $563.1K | 0.01% | −71−0.9% | Reduced |
| Janus Henderson Group PLC | 7,864 | $565.2K | 0.00% | −743−8.6% | Reduced |
| Creative Planning | 7,931 | $570.3K | 0.00% | +771+10.8% | Added |
| Securian Asset Management, Inc | 8,194 | $589.1K | 0.02% | −226−2.7% | Reduced |
| Nordea Investment Management AB | 8,258 | $597.6K | 0.00% | −1,187−12.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,353 | $600.6K | 0.05% | −18,231−68.6% | Reduced |
| Ghe, LLC | 8,482 | $610.0K | 0.28% | −7,602−47.3% | Reduced |
| Crossmark Global Holdings, Inc. | 8,595 | $618.0K | 0.01% | −416−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 8,800 | $632.7K | 0.05% | −200−2.2% | Reduced |
| DGS Capital Management, LLC | 8,839 | $635.5K | 0.18% | +4,607+108.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,851 | $636.4K | 0.03% | +1,226+16.1% | Added |