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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 7,765 | $537.3K | 0.06% | +7,765 | New |
| Point72 Asset Management, L.P. | 7,800 | $539.7K | 0.00% | +7,800 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,852 | $543.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,972 | $551.6K | 0.02% | −560−6.6% | Reduced |
| Mariner, LLC | 7,985 | $552.5K | 0.00% | +658+9.0% | Added |
| Creative Planning | 8,086 | $559.5K | 0.00% | +182+2.3% | Added |
| Nordea Investment Management AB | 8,258 | $571.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,399 | $581.0K | 0.01% | −11−0.1% | Reduced |
| Daiwa Securities Group Inc. | 8,400 | $581.0K | 0.00% | +600+7.7% | Added |
| Ghe, LLC | 8,943 | $583.0K | 0.22% | +510+6.0% | Added |
| Valley National Advisers Inc | 8,458 | $585.0K | 0.11% | −4,450−34.5% | Reduced |
| Glenmede Trust Co NA | 8,471 | $586.1K | 0.00% | −40.0% | Reduced |
| Nilsine Partners, LLC | 8,501 | $588.2K | 0.08% | −504−5.6% | Reduced |
| South Dakota Investment Council | 8,528 | $590.0K | 0.01% | −5,500−39.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,577 | $593.4K | 0.00% | +1,028+13.6% | Added |
| MQS Management LLC | 8,740 | $604.7K | 0.34% | −2,911−25.0% | Reduced |
| First Citizens Bank & Trust Co | 8,808 | $609.4K | 0.01% | +55+0.6% | Added |
| Swiss Life Asset Management Ltd | 8,908 | $615.7K | 0.01% | +8,908 | New |
| NBC Securities, Inc. | 8,919 | $617.0K | 0.05% | −193−2.1% | Reduced |
| Tandem Investment Advisors, Inc. | 8,987 | $622.0K | 0.02% | −424,091−97.9% | Reduced |
| Wellington Shields & Co., LLC | 9,000 | $622.7K | 0.19% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 9,075 | $627.0K | 0.02% | −234−2.5% | Reduced |
| Mercer Global Advisors Inc | 9,125 | $636.5K | 0.00% | +799+9.6% | Added |
| Raymond James Trust N.A. | 9,282 | $642.2K | 0.01% | +343+3.8% | Added |
| Patten & Patten Inc | 9,500 | $657.3K | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 9,563 | $661.7K | 0.00% | −3,707−27.9% | Reduced |
| Federated Hermes, Inc. | 9,650 | $667.7K | 0.00% | −436−4.3% | Reduced |
| Patton Albertson Miller Group, LLC | 9,650 | $667.7K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,689 | $670.4K | 0.05% | +4,604+90.5% | Added |
| Logan Capital Management Inc | 9,700 | $671.1K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 9,739 | $675.3K | 0.01% | −2,344−19.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,761 | $675.4K | 0.03% | −3,368−25.7% | Reduced |
| RBF Capital, LLC | 10,000 | $691.9K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 10,020 | $693.3K | 0.17% | +10,020 | New |
| First Hawaiian Bank | 10,136 | $701.3K | 0.02% | +10,136 | New |
| Commerce Bank | 10,189 | $705.0K | 0.00% | 00.0% | Unchanged |
| Portman Square Capital LLP | 10,268 | $710.4K | 0.24% | −9,979−49.3% | Reduced |
| Ethic Inc. | 10,003 | $719.2K | 0.02% | +587+6.2% | Added |
| Hillsdale Investment Management Inc. | 10,400 | $719.6K | 0.06% | +1,500+16.9% | Added |
| BancorpSouth Bank | 10,507 | $727.0K | 0.05% | −185−1.7% | Reduced |
| Lazard Asset Management LLC | 10,786 | $745.0K | 0.00% | +5,990+124.9% | Added |
| HighTower Advisors, LLC | 10,939 | $761.0K | 0.00% | +425+4.0% | Added |
| Mackenzie Financial Corp | 11,092 | $767.5K | 0.00% | −756−6.4% | Reduced |
| Petrus Trust Company, LTA | 11,105 | $768.4K | 0.07% | +4,998+81.8% | Added |
| Panagora Asset Management Inc | 11,137 | $770.6K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 11,518 | $796.9K | 0.22% | +1,448+14.4% | Added |
| Ontario Teachers Pension Plan Board | 11,561 | $799.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 11,820 | $817.8K | 0.15% | +11,820 | New |
| Capital Fund Management S.A. | 12,600 | $871.8K | 0.01% | −20,277−61.7% | Reduced |
| SG Americas Securities, LLC | 13,060 | $904.0K | 0.00% | −9,101−41.1% | Reduced |
| Railway Pension Investments Ltd | 13,200 | $913.3K | 0.01% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 14,000 | $968.7K | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,106 | $976.0K | 0.01% | +366+2.7% | Added |
| Cerity Partners LLC | 14,356 | $993.3K | 0.00% | −67−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,411 | $997.1K | 0.05% | −861−5.6% | Reduced |
| Gotham Asset Management, LLC | 14,555 | $1.01M | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 14,574 | $1.01M | 0.12% | +6,955+91.3% | Added |
| Public Sector Pension Investment Board | 14,662 | $1.01M | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 14,667 | $1.01M | 0.00% | −584−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,730 | $1.02M | 0.00% | −366−2.4% | Reduced |
| XTX Topco Ltd | 15,203 | $1.05M | 0.08% | −468−3.0% | Reduced |
| Donald L. Hagan, LLC | 15,340 | $1.06M | 0.54% | −31−0.2% | Reduced |
| Centiva Capital, LP | 15,479 | $1.07M | 0.05% | −13,439−46.5% | Reduced |
| Brandes Investment Partners, LP | 15,838 | $1.10M | 0.01% | +2,028+14.7% | Added |
| Pensionfund Sabic | 16,000 | $1.11M | 0.35% | −2,500−13.5% | Reduced |
| Baird Financial Group, Inc. | 16,073 | $1.11M | 0.00% | −683−4.1% | Reduced |
| Voya Investment Management LLC | 16,275 | $1.13M | 0.00% | −2,516−13.4% | Reduced |
| Xponance, Inc. | 16,426 | $1.14M | 0.01% | +23+0.1% | Added |
| Brevan Howard Capital Management LP | 16,548 | $1.14M | 0.06% | +13,321+412.8% | Added |
| Utah Retirement Systems | 16,774 | $1.16M | 0.01% | 00.0% | Unchanged |
| Tredje AP-fonden | 16,853 | $1.17M | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 16,974 | $1.17M | 0.25% | −16−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 16,982 | $1.18M | 0.01% | +1,411+9.1% | Added |
| CI Private Wealth, LLC | 17,049 | $1.18M | 0.00% | +5,149+43.3% | Added |
| Parallel Advisors, LLC | 17,103 | $1.18M | 0.03% | −1,930−10.1% | Reduced |
| Stifel Financial Corp | 17,324 | $1.20M | 0.00% | −676−3.8% | Reduced |
| IFM Investors Pty Ltd | 17,512 | $1.21M | 0.01% | −977−5.3% | Reduced |
| Quantinno Capital Management LP | 17,591 | $1.22M | 0.02% | +6,364+56.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,932 | $1.24M | 0.02% | +17,932 | New |
| Oppenheimer Asset Management Inc. | 17,982 | $1.24M | 0.01% | +768+4.5% | Added |
| British Columbia Investment Management Corp | 18,642 | $1.29M | 0.01% | −2,777−13.0% | Reduced |
| Convergence Investment Partners, LLC | 18,730 | $1.30M | 0.35% | +459+2.5% | Added |
| AlTi Global, Inc. | 19,001 | $1.31M | 0.03% | +480+2.6% | Added |
| Natixis | 19,289 | $1.33M | 0.01% | −26,911−58.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,619 | $1.36M | 0.01% | −16,136−45.1% | Reduced |
| Moors & Cabot, Inc. | 19,651 | $1.36M | 0.07% | 00.0% | Unchanged |
| Ascent Group, LLC | 20,014 | $1.38M | 0.10% | +20,014 | New |
| Oregon Public Employees Retirement Fund | 20,136 | $1.39M | 0.03% | −580−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 20,253 | $1.40M | 0.05% | −986−4.6% | Reduced |
| Mediolanum International Funds Ltd | 20,659 | $1.43M | 0.02% | +625+3.1% | Added |
| Davenport & Co LLC | 20,762 | $1.44M | 0.01% | −274−1.3% | Reduced |
| New Mexico Educational Retirement Board | 20,800 | $1.44M | 0.05% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 20,827 | $1.44M | 0.33% | −5,970−22.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,231 | $1.47M | 0.11% | −32,382−60.4% | Reduced |
| DnB Asset Management AS | 21,475 | $1.49M | 0.01% | +3,876+22.0% | Added |
| Crestline Management, LP | 21,505 | $1.49M | 0.08% | +21,505 | New |
| Pacer Advisors, Inc. | 21,565 | $1.49M | 0.00% | +24+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,761 | $1.51M | 0.01% | −371−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,901 | $1.52M | 0.04% | −386−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 22,087 | $1.53M | 0.11% | −504−2.2% | Reduced |