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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,410,088 | $789.5M | 0.02% | +11,410,088 | New |
| Vanguard Group Inc | 11,590,784 | $802.0M | 0.01% | −247,319−2.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −819,875−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −254,623−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −120,372−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −36,418−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −27,061−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −20,360−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,064−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,040−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −16,653−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −16,348−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −15,623−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −15,390−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,825−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −11,496−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,431−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −9,485−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,448−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Taylor Hoffman Wealth Management | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |