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, 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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 6,592 | $474.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,483 | $466.1K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,317 | $454.2K | 0.01% | −104−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 6,375 | $454.0K | 0.00% | +256+4.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,199 | $446.0K | 0.01% | +2,418+64.0% | Added |
| Centiva Capital, LP | 6,125 | $440.4K | 0.02% | −10,702−63.6% | Reduced |
| Petrus Trust Company, LTA | 6,107 | $439.1K | 0.04% | +2,501+69.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,079 | $437.1K | 0.01% | +13+0.2% | Added |
| Convergence Investment Partners, LLC | 5,669 | $408.0K | 0.16% | +5,669 | New |
| Prelude Capital Management, LLC | 5,669 | $407.6K | 0.03% | +5,669 | New |
| Metis Global Partners, LLC | 5,649 | $406.2K | 0.01% | +65+1.2% | Added |
| Investment House LLC | 5,432 | $390.6K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,154 | $370.6K | 0.03% | +5,154 | New |
| Concurrent Investment Advisors, LLC | 5,079 | $365.1K | 0.01% | +5,079 | New |
| Cetera Investment Advisers | 5,007 | $360.0K | 0.00% | +5,007 | New |
| State of Wyoming | 4,992 | $358.9K | 0.06% | +1,124+29.1% | Added |
| Ossiam | 4,974 | $357.6K | 0.01% | +1,529+44.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,868 | $350.0K | 0.00% | +975+25.0% | Added |
| Keebeck Alpha, LP | 4,833 | $347.5K | 0.23% | +4,833 | New |
| Commonwealth Equity Services, LLC | 4,612 | $332.0K | 0.00% | −158−3.3% | Reduced |
| CIBC World Markets Corp | 4,579 | $329.2K | 0.00% | +4,579 | New |
| Pitcairn Co | 4,566 | $328.3K | 0.02% | −34−0.7% | Reduced |
| Cadent Capital Advisors, LLC | 4,491 | $322.9K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,472 | $321.5K | 0.07% | −48−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 4,450 | $314.0K | 0.05% | −267−5.7% | Reduced |
| Shelton Capital Management | 4,352 | $312.9K | 0.01% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 4,339 | $312.0K | 0.19% | +449+11.5% | Added |
| Royal Capital Wealth Management, LLC | 4,200 | $302.0K | 0.24% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,190 | $301.2K | 0.05% | +312+8.0% | Added |
| Lindenwold Advisors | 4,146 | $298.1K | 0.16% | −40−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,145 | $298.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,118 | $296.1K | 0.01% | +31+0.8% | Added |
| Portside Wealth Group, LLC | 4,078 | $293.2K | 0.05% | +255+6.7% | Added |
| Private Advisor Group, LLC | 4,022 | $289.2K | 0.00% | −101−2.4% | Reduced |
| Verition Fund Management LLC | 4,008 | $288.2K | 0.00% | +4,008 | New |
| Citadel Investment Advisory, Inc. | 4,000 | $288.0K | 0.16% | −300−7.0% | Reduced |
| WBH Advisory Inc | 4,000 | $287.6K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,980 | $286.2K | 0.00% | +596+17.6% | Added |
| Captrust Financial Advisors | 3,952 | $284.1K | 0.00% | −16,678−80.8% | Reduced |
| Wrapmanager Inc | 3,940 | $283.3K | 0.08% | −491−11.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,930 | $282.6K | 0.01% | +3,930 | New |
| Morningstar Investment Management LLC | 3,807 | $274.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,780 | $272.0K | 0.00% | −7−0.2% | Reduced |
| Arnhold LLC | 3,675 | $264.2K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,646 | $262.1K | 0.02% | +3,646 | New |
| Tower Research Capital LLC (TRC) | 3,504 | $251.9K | 0.01% | −8,127−69.9% | Reduced |
| Caxton Associates LP | 3,439 | $247.3K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,413 | $245.4K | 0.01% | +3,413 | New |
| Hilltop Holdings Inc. | 3,372 | $242.4K | 0.03% | −720−17.6% | Reduced |
| CAPROCK Group, Inc. | 3,332 | $239.6K | 0.01% | +23+0.7% | Added |
| Mairs & Power Inc | 3,300 | $237.3K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,225 | $231.9K | 0.00% | −2,078−39.2% | Reduced |
| Kestra Advisory Services, LLC | 3,172 | $228.1K | 0.00% | +15+0.5% | Added |
| Leo Wealth, LLC | 3,160 | $227.2K | 0.02% | +3,160 | New |
| Catalyst Funds Management Pty Ltd | 3,100 | $222.9K | 0.06% | +3,100 | New |
| Savant Capital, LLC | 3,087 | $222.0K | 0.00% | +3,087 | New |
| Intech Investment Management LLC | 3,042 | $218.7K | 0.00% | −15,093−83.2% | Reduced |
| NBT Bank N A | 3,005 | $216.1K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,971 | $213.6K | 0.03% | −331−10.0% | Reduced |
| MML Investors Services, LLC | 2,837 | $204.0K | 0.00% | +2,837 | New |
| Kestra Private Wealth Services, LLC | 2,831 | $203.5K | 0.00% | +2,831 | New |
| B. Metzler seel. Sohn & Co. AG | 2,825 | $203.1K | 0.00% | +2,825 | New |
| Signaturefd, LLC | 2,729 | $196.2K | 0.00% | −73−2.6% | Reduced |
| Ci Investments Inc. | 2,525 | $182.0K | 0.00% | +376+17.5% | Added |
| Degroof Petercam Asset Management | 2,300 | $165.4K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,972 | $141.8K | 0.01% | +295+17.6% | Added |
| Quadrant Capital Group LLC | 1,956 | $140.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,935 | $139.1K | 0.05% | +1,935 | New |
| Lazard Asset Management LLC | 1,918 | $137.0K | 0.00% | −91−4.5% | Reduced |
| Hollencrest Capital Management | 1,896 | $136.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,839 | $130.2K | 0.00% | −100−5.2% | Reduced |
| Hills Bank & Trust Co | 1,807 | $129.9K | 0.01% | −14−0.8% | Reduced |
| nVerses Capital, LLC | 1,700 | $122.2K | 0.29% | +1,700 | New |
| UniSuper Management Pty Ltd | 1,600 | $115.0K | 0.00% | +800+100.0% | Added |
| Venturi Wealth Management, LLC | 1,530 | $110.0K | 0.01% | +91+6.3% | Added |
| GAMMA Investing LLC | 1,496 | $107.6K | 0.02% | +257+20.7% | Added |
| Impact Partnership Wealth, LLC | 1,477 | $106.2K | 0.04% | −43−2.8% | Reduced |
| Mendota Financial Group, LLC | 1,468 | $105.5K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,384 | $99.5K | 0.00% | +369+36.4% | Added |
| Swedbank AB | 1,298 | $93.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,400 | $89.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,200 | $86.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,195 | $86.0K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,149 | $83.0K | 0.00% | −70−5.7% | Reduced |
| Principal Securities, Inc. | 1,047 | $75.3K | 0.00% | +8+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,029 | $74.0K | 0.00% | −210−16.9% | Reduced |
| Private Trust Co NA | 980 | $70.5K | 0.01% | +282+40.4% | Added |
| Toth Financial Advisory Corp | 966 | $69.5K | 0.01% | −225−18.9% | Reduced |
| Global Retirement Partners, LLC | 948 | $68.2K | 0.00% | +233+32.6% | Added |
| South State Corp. | 930 | $66.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 910 | $65.4K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $63.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 864 | $62.1K | 0.00% | −70−7.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $60.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 814 | $58.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $46.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $44.6K | 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 |
| Central Trust Co | 582 | $41.8K | 0.00% | 00.0% | Unchanged |