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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1,131 | $78.3K | 0.00% | −66−5.5% | Reduced |
| Painted Porch Advisors LLC | 1,047 | $72.4K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $67.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 966 | $66.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 930 | $64.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 902 | $62.4K | 0.01% | −234−20.6% | Reduced |
| Evolution Advisers, Inc. | 873 | $60.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 854 | $59.1K | 0.00% | +11+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 803 | $55.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 747 | $51.7K | 0.01% | +747 | New |
| CIBC Private Wealth Group, LLC | 705 | $48.8K | 0.00% | +589+507.8% | Added |
| IFP Advisors, Inc | 703 | $48.7K | 0.00% | −194−21.6% | Reduced |
| EverSource Wealth Advisors, LLC | 688 | $47.6K | 0.00% | +132+23.7% | Added |
| Harbor Investment Advisory, LLC | 650 | $45.0K | 0.00% | −3−0.5% | Reduced |
| Point72 (DIFC) Ltd | 648 | $44.8K | 0.00% | +648 | New |
| Farther Finance Advisors, LLC | 643 | $44.5K | 0.00% | +19+3.0% | Added |
| Whittier Trust Co | 620 | $42.9K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 615 | $42.6K | 0.01% | +615 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $42.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 593 | $41.0K | 0.00% | +11+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $38.3K | 0.00% | +500+925.9% | Added |
| Smithfield Trust Co | 535 | $38.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,560 | $37.0K | 0.00% | +2,523+6,818.9% | Added |
| WealthCollab, LLC | 527 | $36.5K | 0.02% | +177+50.6% | Added |
| Washington Trust Advisors, Inc. | 526 | $36.4K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 474 | $32.8K | 0.02% | −8−1.7% | Reduced |
| Fairfield Financial Advisors, LTD | 465 | $32.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 461 | $31.9K | 0.00% | +232+101.3% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $30.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 378 | $26.2K | 0.00% | +203+116.0% | Added |
| Altshuler Shaham Ltd | 376 | $26.0K | 0.00% | +18+5.0% | Added |
| CoreFirst Bank & Trust | 373 | $25.8K | 0.01% | +373 | New |
| Huntington National Bank | 337 | $23.3K | 0.00% | +248+278.7% | Added |
| Geneos Wealth Management Inc. | 332 | $23.0K | 0.00% | +295+797.3% | Added |
| SJS Investment Consulting Inc. | 329 | $22.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 320 | $22.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 313 | $21.7K | 0.00% | −463−59.7% | Reduced |
| Quent Capital, LLC | 309 | $21.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 294 | $20.3K | 0.00% | −33−10.1% | Reduced |
| Arlington Trust Co LLC | 248 | $17.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $17.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 235 | $16.3K | 0.00% | +56+31.3% | Added |
| Rise Advisors, LLC | 226 | $15.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 188 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $12.1K | 0.00% | +11+6.7% | Added |
| North Star Investment Management Corp. | 173 | $11.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 161 | $11.1K | 0.00% | −34−17.4% | Reduced |
| Frazier Financial Advisors, LLC | 157 | $10.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $9.48K | 0.00% | +3+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $9.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $8.99K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $8.79K | 0.00% | +20+18.7% | Added |
| Caitlin John, LLC | 109 | $8.78K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 117 | $8.10K | 0.00% | +117 | New |
| Prestige Wealth Management Group LLC | 105 | $7.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $6.71K | 0.00% | +3+3.2% | Added |
| Zions Bancorporation, N.A. | 96 | $6.64K | 0.00% | −96−50.0% | Reduced |
| Skopos Labs, Inc. | 90 | $6.23K | 0.00% | +90 | New |
| Financial Network Wealth Advisors LLC | 90 | $6.23K | 0.01% | +19+26.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 75 | $6.06K | 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 |
| Householder Group Estate & Retirement Specialist, LLC | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 82 | $5.67K | 0.00% | +50+156.3% | Added |
| Capital Performance Advisors LLP | 80 | $5.54K | 0.00% | +80 | New |
| Beach Investment Counsel Inc | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $5.00K | 0.00% | +79 | New |
| M&R Capital Management Inc | 67 | $4.64K | 0.00% | −225−77.1% | Reduced |
| Larson Financial Group LLC | 66 | $4.59K | 0.00% | +56+560.0% | Added |
| 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 |
| True Wealth Design, LLC | 55 | $3.81K | 0.00% | −12,534−99.6% | Reduced |
| Ossiam | 48 | $3.32K | 0.00% | −5,056−99.1% | Reduced |
| Brown Brothers Harriman & Co | 47 | $3.25K | 0.00% | +47 | New |
| Montag A & Associates Inc | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $3.04K | 0.00% | +44 | New |
| Simplex Trading, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Carolina Wealth Advisors, LLC | 43 | $2.98K | 0.00% | +43 | New |
| West Paces Advisors Inc. | 42 | $2.91K | 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 |
| Red Tortoise LLC | 33 | $2.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 21 | $1.45K | 0.00% | +21 | New |
| Rothschild Investment LLC | 20 | $1.38K | 0.00% | −70−77.8% | Reduced |
| Lindbrook Capital, LLC | 20 | $1.38K | 0.00% | −54−73.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | −7−20.6% | Reduced |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $692 | 0.00% | −10−50.0% | Reduced |
| Claris Advisors, LLC | 8 | $554 | 0.00% | +8 | New |
| C M Bidwell & Associates Ltd | 6 | $415 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $277 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |