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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 8,258 | $537.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,132 | $526.1K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,964 | $515.2K | 0.02% | −230−2.8% | Reduced |
| Creative Planning | 7,904 | $511.3K | 0.00% | −27−0.3% | Reduced |
| Fisher Asset Management, LLC | 7,861 | $508.5K | 0.00% | +94+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,852 | $507.9K | 0.01% | +20+0.3% | Added |
| Daiwa Securities Group Inc. | 7,800 | $505.0K | 0.00% | +400+5.4% | Added |
| Headlands Technologies LLC | 7,619 | $492.9K | 0.05% | +7,619 | New |
| Envestnet Portfolio Solutions, Inc. | 7,549 | $488.4K | 0.00% | +2,681+55.1% | Added |
| Northwest Investment Counselors, LLC | 7,516 | $486.2K | 0.12% | −1,610−17.6% | Reduced |
| JJJ Advisors Inc. | 7,361 | $476.2K | 0.10% | +346+4.9% | Added |
| Janus Henderson Group PLC | 7,347 | $475.4K | 0.00% | −517−6.6% | Reduced |
| Front Street Capital Management, Inc. | 7,331 | $474.0K | 0.09% | +20.0% | Added |
| Mariner, LLC | 7,327 | $474.0K | 0.00% | +458+6.7% | Added |
| Keebeck Alpha, LP | 7,008 | $453.3K | 0.33% | +2,175+45.0% | Added |
| Prelude Capital Management, LLC | 6,913 | $447.2K | 0.04% | +1,244+21.9% | Added |
| Twinbeech Capital LP | 6,881 | $445.1K | 0.01% | +6,881 | New |
| DekaBank Deutsche Girozentrale | 6,900 | $444.0K | 0.00% | +525+8.2% | Added |
| Versor Investments LP | 6,782 | $438.7K | 0.08% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,675 | $431.8K | 0.00% | −625−8.6% | Reduced |
| Sienna Gestion | 6,658 | $430.5K | 0.04% | −107,390−94.2% | Reduced |
| Haverford Trust Co | 6,613 | $427.8K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,407 | $414.5K | 0.03% | −76−1.2% | Reduced |
| Clearstead Advisors, LLC | 6,184 | $400.0K | 0.01% | +6,076+5,625.9% | Added |
| Snowden Capital Advisors LLC | 6,162 | $398.6K | 0.01% | −155−2.5% | Reduced |
| Petrus Trust Company, LTA | 6,107 | $395.1K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,028 | $390.0K | 0.00% | +1,449+31.6% | Added |
| Meiji Yasuda Life Insurance Co | 5,980 | $386.8K | 0.01% | +2,050+52.2% | Added |
| Metis Global Partners, LLC | 5,955 | $385.2K | 0.01% | +306+5.4% | Added |
| Concurrent Investment Advisors, LLC | 5,843 | $378.0K | 0.01% | +764+15.0% | Added |
| Camden Capital, LLC | 5,764 | $372.9K | 0.03% | +610+11.8% | Added |
| Veriti Management LLC | 5,474 | $354.1K | 0.02% | +5,474 | New |
| Investment House LLC | 5,432 | $351.4K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 5,356 | $344.5K | 0.08% | +5,356 | New |
| Ossiam | 5,104 | $330.2K | 0.01% | +130+2.6% | Added |
| Two Sigma Securities, LLC | 5,085 | $328.9K | 0.02% | +5,085 | New |
| Lazard Asset Management LLC | 4,796 | $310.0K | 0.00% | +2,878+150.1% | Added |
| Ronald Blue Trust, Inc. | 4,204 | $302.3K | 0.00% | +3,977+1,752.0% | Added |
| Pitcairn Co | 4,566 | $295.4K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,542 | $293.8K | 0.05% | +352+8.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,521 | $292.4K | 0.12% | −2,175−32.5% | Reduced |
| Cetera Investment Advisers | 4,512 | $292.0K | 0.00% | −495−9.9% | Reduced |
| GWM Advisors LLC | 4,506 | $291.5K | 0.00% | +4,344+2,681.5% | Added |
| Cadent Capital Advisors, LLC | 4,491 | $290.5K | 0.12% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,485 | $290.2K | 0.01% | +4,485 | New |
| Commonwealth Equity Services, LLC | 4,484 | $290.0K | 0.00% | −128−2.8% | Reduced |
| Cullen Investment Group, Ltd. | 4,481 | $289.9K | 0.05% | +31+0.7% | Added |
| Great Diamond Partners, LLC | 4,421 | $286.0K | 0.07% | −51−1.1% | Reduced |
| Portside Wealth Group, LLC | 4,294 | $277.8K | 0.05% | +216+5.3% | Added |
| State of Wyoming | 4,289 | $277.5K | 0.05% | −703−14.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,160 | $269.1K | 0.01% | +42+1.0% | Added |
| Public Employees Retirement Association of Colorado | 4,145 | $268.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,073 | $263.5K | 0.01% | −279−6.4% | Reduced |
| Lindenwold Advisors | 4,037 | $261.2K | 0.14% | −109−2.6% | Reduced |
| Citadel Investment Advisory, Inc. | 4,000 | $259.0K | 0.15% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 4,000 | $258.8K | 0.19% | −200−4.8% | Reduced |
| WBH Advisory Inc | 4,000 | $258.8K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,960 | $256.2K | 0.00% | −20−0.5% | Reduced |
| Verition Fund Management LLC | 3,876 | $250.7K | 0.00% | −132−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,855 | $249.4K | 0.00% | −8,945−69.9% | Reduced |
| Morningstar Investment Management LLC | 3,807 | $246.0K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,689 | $238.6K | 0.01% | +3,689 | New |
| Janney Montgomery Scott LLC | 3,607 | $233.0K | 0.00% | −173−4.6% | Reduced |
| CAPROCK Group, Inc. | 3,596 | $232.6K | 0.01% | +264+7.9% | Added |
| Wrapmanager Inc | 3,506 | $226.8K | 0.06% | −434−11.0% | Reduced |
| Captrust Financial Advisors | 3,304 | $213.7K | 0.00% | −648−16.4% | Reduced |
| Lakeview Capital Partners, LLC | 2,971 | $213.6K | 0.03% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $213.5K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,288 | $212.7K | 0.02% | +3,288 | New |
| Private Advisor Group, LLC | 3,244 | $209.8K | 0.00% | −778−19.3% | Reduced |
| Brevan Howard Capital Management LP | 3,227 | $208.8K | 0.01% | −10,273−76.1% | Reduced |
| Kestra Advisory Services, LLC | 3,186 | $206.1K | 0.00% | +14+0.4% | Added |
| MML Investors Services, LLC | 3,095 | $200.0K | 0.00% | +258+9.1% | Added |
| NBT Bank N A | 3,026 | $195.8K | 0.01% | +21+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 2,991 | $193.5K | 0.01% | +2,991 | New |
| Signaturefd, LLC | 2,942 | $190.3K | 0.00% | +213+7.8% | Added |
| Ci Investments Inc. | 2,557 | $165.0K | 0.00% | +32+1.3% | Added |
| Icon Wealth Advisors, LLC | 2,196 | $149.0K | 0.01% | +224+11.4% | Added |
| Credit Agricole S A | 2,300 | $148.8K | 0.00% | +2,300 | New |
| GAMMA Investing LLC | 2,120 | $137.1K | 0.02% | +624+41.7% | Added |
| Quarry LP | 2,105 | $136.2K | 0.06% | +2,105 | New |
| Covestor Ltd | 2,089 | $135.0K | 0.09% | +1,890+949.7% | Added |
| Venturi Wealth Management, LLC | 1,989 | $128.7K | 0.01% | +459+30.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,935 | $125.2K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,896 | $122.7K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,713 | $110.8K | 0.01% | −94−5.2% | Reduced |
| Quadrant Capital Group LLC | 1,698 | $109.8K | 0.01% | −258−13.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,516 | $98.1K | 0.00% | +132+9.5% | Added |
| Sachetta, LLC | 1,414 | $95.7K | 0.04% | +14+1.0% | Added |
| Mendota Financial Group, LLC | 1,468 | $95.0K | 0.05% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $84.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,244 | $80.5K | 0.01% | +430+52.8% | Added |
| Global Retirement Partners, LLC | 1,241 | $80.3K | 0.00% | +293+30.9% | Added |
| Private Ocean, LLC | 1,200 | $77.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,197 | $77.4K | 0.00% | +168+16.3% | Added |
| iA Global Asset Management Inc. | 1,192 | $77.0K | 0.00% | +43+3.7% | Added |
| PEAK6 Investments LLC | 1,182 | $76.5K | 0.00% | +1,182 | New |
| Private Trust Co NA | 1,136 | $73.5K | 0.01% | +156+15.9% | Added |
| Principal Securities, Inc. | 1,073 | $69.4K | 0.00% | +26+2.5% | Added |
| Painted Porch Advisors LLC | 1,047 | $67.7K | 0.04% | +1,047 | New |