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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, Q2 2024

Institutional positions in SEI Investments Co as of Jun 30, 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
493
+22 vs. Q1 2024
Shares held
93.0M
−926.0K (−1.0%) vs. Q1 2024
Total value
$6.02B
−$732.1M (−10.8%) vs. Q1 2024
New holders
56
179 more added
Sold out
34
167 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 493 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ2 2024: $6.02B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$5.97B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2024.

Institutions holding SEIC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fairman Group, LLC1$550.00%00.0%Unchanged
TFC Financial Management1$650.00%+1New
Parkside Financial Bank & Trust4$2590.00%00.0%Unchanged
C M Bidwell & Associates Ltd6$3880.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$4530.00%+7New
Larson Financial Group LLC10$6710.00%00.0%Unchanged
Massmutual Trust Co FSB12$7760.00%00.0%Unchanged
Financial Management Professionals, Inc.10$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
Raffa Wealth Management, LLC17$1.10K0.00%00.0%Unchanged
AdvisorNet Financial, Inc20$1.29K0.00%+10+100.0%Added
Harbour Investments, Inc.22$1.42K0.00%+22New
DiNuzzo Private Wealth, Inc.27$1.75K0.00%+4+17.4%Added
National Bank of Canada30$1.93K0.00%00.0%Unchanged
Avion Wealth34$2.00K0.00%−13−27.7%Reduced
Cullen/Frost Bankers, Inc.32$2.07K0.00%−88−73.3%Reduced
Red Tortoise LLC33$2.13K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC34$2.20K0.00%−8−19.0%Reduced
Proequities, Inc.34$2.20K0.00%+34New
St Germain D J Co Inc35$2.26K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$2.26K0.00%00.0%Unchanged
Geneos Wealth Management Inc.37$2.39K0.00%00.0%Unchanged
International Assets Investment Management, LLC37$2.39K0.00%+37New
West Paces Advisors Inc.42$2.72K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$2.85K0.00%00.0%Unchanged
Montag A & Associates Inc46$2.98K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt54$3.49K0.00%00.0%Unchanged
Private Wealth Management Group, LLC63$4.08K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC71$4.59K0.00%+71New
Bell Investment Advisors, Inc72$4.66K0.00%−15−17.2%Reduced
Lindbrook Capital, LLC74$4.79K0.00%+31+72.1%Added
Kiely Wealth Advisory Group, Inc.75$4.87K0.00%00.0%Unchanged
Beach Investment Counsel Inc70$5.00K0.00%+70New
Huntington National Bank89$5.76K0.00%−38−29.9%Reduced
Rothschild Investment LLC90$5.82K0.00%+90New
Householder Group Estate & Retirement Specialist, LLC96$6.00K0.00%+96New
JFS Wealth Advisors, LLC94$6.08K0.00%00.0%Unchanged
CVA Family Office, LLC104$6.73K0.00%+104New
Prestige Wealth Management Group LLC105$6.79K0.00%00.0%Unchanged
Creative Financial Designs Inc107$6.92K0.00%+47+78.3%Added
Caitlin John, LLC109$7.04K0.01%+1+0.9%Added
CIBC Private Wealth Group, LLC116$7.54K0.00%−157−57.5%Reduced
Tortoise Investment Management, LLC129$8.35K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc130$8.41K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC131$8.47K0.00%00.0%Unchanged
Concord Wealth Partners133$8.60K0.00%+133New
Versant Capital Management, Inc134$8.67K0.00%+103+332.3%Added
Frazier Financial Advisors, LLC157$10.2K0.01%00.0%Unchanged
Jones Financial Companies LLLP164$10.6K0.00%00.0%Unchanged
North Star Investment Management Corp.173$11.2K0.00%+2+1.2%Added
Smartleaf Asset Management LLC175$11.3K0.00%+3+1.7%Added
Addison Advisors LLC179$11.6K0.00%+179New
Spire Wealth Management188$12.2K0.00%00.0%Unchanged
Zions Bancorporation, N.A.192$12.4K0.00%−85−30.7%Reduced
Global X Japan Co., Ltd.194$12.6K0.00%−25−11.4%Reduced
Stephens Consulting, LLC195$12.6K0.00%+195New
Anchor Investment Management, LLC200$12.9K0.00%00.0%Unchanged
Bessemer Group Inc209$14.0K0.00%−386−64.9%Reduced
Rise Advisors, LLC226$14.6K0.01%+2+0.9%Added
First Horizon Advisors, Inc.229$14.8K0.00%+229New
LGT Financial Advisors LLC245$15.8K0.03%00.0%Unchanged
Arlington Trust Co LLC248$16.0K0.00%00.0%Unchanged
Innealta Capital, LLC255$16.5K0.01%+255New
M&R Capital Management Inc292$18.9K0.00%+2+0.7%Added
HM Payson & Co300$19.4K0.00%00.0%Unchanged
Quent Capital, LLC309$20.0K0.00%+93+43.1%Added
Asset Dedication, LLC320$20.7K0.00%−63−16.4%Reduced
SJS Investment Consulting Inc.329$21.3K0.00%+300+1,034.5%Added
Allworth Financial LP327$21.4K0.00%−2−0.6%Reduced
VisionPoint Advisory Group, LLC342$22.1K0.01%−151−30.6%Reduced
WealthCollab, LLC350$22.6K0.02%−25−6.7%Reduced
Altshuler Shaham Ltd358$23.2K0.00%−49−12.0%Reduced
DHJJ Financial Advisors, Ltd.445$28.8K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD465$30.1K0.01%+465New
Gladius Capital Management LP482$31.2K0.03%−40−7.7%Reduced
Smithfield Trust Co535$34.0K0.00%−660−55.2%Reduced
Washington Trust Advisors, Inc.526$34.0K0.00%00.0%Unchanged
Central Trust Co582$37.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC556$37.7K0.00%−70−11.2%Reduced
Hazlett, Burt & Watson, Inc.600$38.0K0.02%00.0%Unchanged
Whittier Trust Co620$40.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC624$40.3K0.00%+110+21.4%Added
Harbor Investment Advisory, LLC653$42.2K0.00%+3+0.5%Added
Aquatic Capital Management LLC800$51.8K0.00%+800New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main803$51.9K0.00%+803New
Ostrum Asset Management843$54.5K0.00%−67−7.4%Reduced
Mather Group, LLC.776$55.8K0.00%+500+181.2%Added
Fifth Third Bancorp863$55.8K0.00%−1−0.1%Reduced
Evolution Advisers, Inc.873$56.0K0.03%00.0%Unchanged
IFP Advisors, Inc897$58.1K0.00%+682+317.2%Added
South State Corp.930$60.2K0.00%00.0%Unchanged
Toth Financial Advisory Corp966$62.5K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP900$62.8K0.00%00.0%Unchanged
Painted Porch Advisors LLC1,047$67.7K0.04%+1,047New
Principal Securities, Inc.1,073$69.4K0.00%+26+2.5%Added
Private Trust Co NA1,136$73.5K0.01%+156+15.9%Added
PEAK6 Investments LLC1,182$76.5K0.00%+1,182New
iA Global Asset Management Inc.1,192$77.0K0.00%+43+3.7%Added
Northwestern Mutual Wealth Management Co1,197$77.4K0.00%+168+16.3%Added
Private Ocean, LLC1,200$77.6K0.01%00.0%Unchanged