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, Q3 2024
Institutional positions in SEI Investments Co as of Sep 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
- 502
- +15 vs. Q2 2024
- Shares held
- 91.7M
- +10.4M (+12.7%) vs. Q2 2024
- Total value
- $6.35B
- +$1.08B (+20.6%) vs. Q2 2024
- New holders
- 50
- 172 more added
- Sold out
- 35
- 184 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 0 | $18 | 0.00% | 0 | New |
| Fairman Group, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $277 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $415 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $554 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 10 | $692 | 0.00% | −10−50.0% | Reduced |
| Avion Wealth | 27 | $1.00K | 0.00% | −7−20.6% | Reduced |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.38K | 0.00% | −70−77.8% | Reduced |
| Lindbrook Capital, LLC | 20 | $1.38K | 0.00% | −54−73.0% | Reduced |
| Granite FO LLC | 21 | $1.45K | 0.00% | +21 | New |
| Harbour Investments, Inc. | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.28K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 43 | $2.98K | 0.00% | +43 | New |
| Simplex Trading, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 44 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $3.04K | 0.00% | +44 | New |
| Montag A & Associates Inc | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 47 | $3.25K | 0.00% | +47 | New |
| Ossiam | 48 | $3.32K | 0.00% | −5,056−99.1% | Reduced |
| True Wealth Design, LLC | 55 | $3.81K | 0.00% | −12,534−99.6% | Reduced |
| Bell Investment Advisors, Inc | 63 | $4.36K | 0.00% | −9−12.5% | Reduced |
| Private Wealth Management Group, LLC | 63 | $4.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 63 | $4.36K | 0.00% | +63 | New |
| Larson Financial Group LLC | 66 | $4.59K | 0.00% | +56+560.0% | Added |
| M&R Capital Management Inc | 67 | $4.64K | 0.00% | −225−77.1% | Reduced |
| Beach Investment Counsel Inc | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $5.00K | 0.00% | +79 | New |
| Capital Performance Advisors LLP | 80 | $5.54K | 0.00% | +80 | New |
| Cullen/Frost Bankers, Inc. | 82 | $5.67K | 0.00% | +50+156.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 87 | $6.02K | 0.00% | −17−16.3% | Reduced |
| CoreCap Advisors, LLC | 87 | $6.02K | 0.00% | +87 | New |
| Kiely Wealth Advisory Group, Inc. | 75 | $6.06K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 90 | $6.23K | 0.01% | +19+26.8% | Added |
| Skopos Labs, Inc. | 90 | $6.23K | 0.00% | +90 | New |
| Zions Bancorporation, N.A. | 96 | $6.64K | 0.00% | −96−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 97 | $6.71K | 0.00% | +3+3.2% | Added |
| Prestige Wealth Management Group LLC | 105 | $7.26K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 117 | $8.10K | 0.00% | +117 | New |
| Caitlin John, LLC | 109 | $8.78K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $8.79K | 0.00% | +20+18.7% | Added |
| Whittier Trust Co of Nevada Inc | 130 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $9.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $9.48K | 0.00% | +3+2.2% | Added |
| Frazier Financial Advisors, LLC | 157 | $10.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 161 | $11.1K | 0.00% | −34−17.4% | Reduced |
| North Star Investment Management Corp. | 173 | $11.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $12.1K | 0.00% | +11+6.7% | Added |
| Spire Wealth Management | 188 | $13.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 226 | $15.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 235 | $16.3K | 0.00% | +56+31.3% | Added |
| LGT Financial Advisors LLC | 245 | $17.0K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 248 | $17.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 294 | $20.3K | 0.00% | −33−10.1% | Reduced |
| HM Payson & Co | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 300 | $20.8K | 0.00% | +106+54.6% | Added |
| Quent Capital, LLC | 309 | $21.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 313 | $21.7K | 0.00% | −463−59.7% | Reduced |
| Asset Dedication, LLC | 320 | $22.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 329 | $22.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 332 | $23.0K | 0.00% | +295+797.3% | Added |
| Huntington National Bank | 337 | $23.3K | 0.00% | +248+278.7% | Added |
| CoreFirst Bank & Trust | 373 | $25.8K | 0.01% | +373 | New |
| Altshuler Shaham Ltd | 376 | $26.0K | 0.00% | +18+5.0% | Added |
| Smartleaf Asset Management LLC | 378 | $26.2K | 0.00% | +203+116.0% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $30.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 461 | $31.9K | 0.00% | +232+101.3% | Added |
| Fairfield Financial Advisors, LTD | 465 | $32.2K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 474 | $32.8K | 0.02% | −8−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 526 | $36.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 527 | $36.5K | 0.02% | +177+50.6% | Added |
| International Assets Investment Management, LLC | 2,560 | $37.0K | 0.00% | +2,523+6,818.9% | Added |
| Smithfield Trust Co | 535 | $38.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $38.3K | 0.00% | +500+925.9% | Added |
| Central Trust Co | 593 | $41.0K | 0.00% | +11+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $42.0K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 615 | $42.6K | 0.01% | +615 | New |
| Whittier Trust Co | 620 | $42.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 643 | $44.5K | 0.00% | +19+3.0% | Added |
| Point72 (DIFC) Ltd | 648 | $44.8K | 0.00% | +648 | New |
| Harbor Investment Advisory, LLC | 650 | $45.0K | 0.00% | −3−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 688 | $47.6K | 0.00% | +132+23.7% | Added |
| IFP Advisors, Inc | 703 | $48.7K | 0.00% | −194−21.6% | Reduced |
| CIBC Private Wealth Group, LLC | 705 | $48.8K | 0.00% | +589+507.8% | Added |
| Aster Capital Management (DIFC) Ltd | 747 | $51.7K | 0.01% | +747 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 803 | $55.6K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 854 | $59.1K | 0.00% | +11+1.3% | Added |
| Evolution Advisers, Inc. | 873 | $60.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 902 | $62.4K | 0.01% | −234−20.6% | Reduced |
| South State Corp. | 930 | $64.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 966 | $66.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $67.0K | 0.00% | 00.0% | Unchanged |