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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 626 | $41.3K | 0.00% | +275+78.3% | Added |
| Washington Trust Advisors, Inc. | 526 | $37.8K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 522 | $37.5K | 0.04% | −118−18.4% | Reduced |
| Farther Finance Advisors, LLC | 514 | $36.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 493 | $35.4K | 0.01% | −21−4.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 445 | $32.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 407 | $29.3K | 0.00% | +407 | New |
| First Manhattan Co | 400 | $28.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $28.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 375 | $27.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $26.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 329 | $23.7K | 0.00% | +215+188.6% | Added |
| HM Payson & Co | 300 | $21.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 290 | $20.9K | 0.01% | −28−8.8% | Reduced |
| Zions Bancorporation, N.A. | 277 | $19.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 273 | $19.4K | 0.00% | +273 | New |
| Sandy Spring Bank | 256 | $18.4K | 0.00% | +256 | New |
| Arlington Trust Co LLC | 248 | $17.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $17.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 276 | $17.5K | 0.00% | +276 | New |
| Ronald Blue Trust, Inc. | 227 | $16.3K | 0.00% | −167−42.4% | Reduced |
| Rise Advisors, LLC | 224 | $16.1K | 0.01% | +224 | New |
| Global X Japan Co., Ltd. | 219 | $15.7K | 0.00% | −329−60.0% | Reduced |
| Quent Capital, LLC | 216 | $15.6K | 0.00% | +8+3.8% | Added |
| IFP Advisors, Inc | 215 | $15.5K | 0.00% | +18+9.1% | Added |
| Anchor Investment Management, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 199 | $14.0K | 0.01% | −1,888−90.5% | Reduced |
| Redmont Wealth Advisors LLC | 192 | $13.8K | 0.02% | +192 | New |
| Spire Wealth Management | 188 | $13.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 172 | $12.4K | 0.00% | +154+855.6% | Added |
| North Star Investment Management Corp. | 171 | $12.3K | 0.00% | +1+0.6% | Added |
| Jones Financial Companies LLLP | 164 | $11.8K | 0.00% | +164 | New |
| GWM Advisors LLC | 162 | $11.6K | 0.00% | −75−31.6% | Reduced |
| Frazier Financial Advisors, LLC | 157 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $9.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $9.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 129 | $9.28K | 0.00% | +29+29.0% | Added |
| Huntington National Bank | 127 | $9.13K | 0.00% | −35−21.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 120 | $8.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 108 | $7.78K | 0.01% | −45−29.4% | Reduced |
| Prestige Wealth Management Group LLC | 105 | $7.55K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $7.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $6.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $6.26K | 0.00% | +15+20.8% | Added |
| Webster Bank, N. A. | 73 | $5.25K | 0.00% | +73 | New |
| Kiely Wealth Advisory Group, Inc. | 75 | $5.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $4.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $4.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $4.00K | 0.00% | +20+74.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54 | $3.88K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $3.31K | 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 |
| Lindbrook Capital, LLC | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 40 | $2.88K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 37 | $2.66K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $2.52K | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 35 | $2.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $2.09K | 0.00% | +3+11.5% | Added |
| National Bank of Canada | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 21 | $1.41K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $863 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $741 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $719 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $431 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 5 | $360 | 0.00% | −4−44.4% | Reduced |
| Parkside Financial Bank & Trust | 4 | $288 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −94,797−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −94,524−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −88,883−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −42,200−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −41,315−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,503−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −23,283−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,759−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −21,111−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −17,775−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,601−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,071−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −13,574−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,291−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,023−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,499−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |