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, Q4 2024
Institutional positions in SEI Investments Co as of Dec 31, 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
- 540
- +45 vs. Q3 2024
- Shares held
- 91.2M
- +90.1K (+0.1%) vs. Q3 2024
- Total value
- $7.52B
- +$1.22B (+19.3%) vs. Q3 2024
- New holders
- 95
- 160 more added
- Sold out
- 50
- 186 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairman Group, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $82 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $82 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $165 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $330 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $413 | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $577 | 0.00% | +7 | New |
| NBC Securities, Inc. | 8 | $734 | 0.07% | −8,911−99.9% | Reduced |
| Financial Management Professionals, Inc. | 10 | $825 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $990 | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $1.07K | 0.00% | +13 | New |
| Rothschild Investment LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $1.81K | 0.00% | +2+10.0% | Added |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.23K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 28 | $2.31K | 0.00% | +28 | New |
| Red Tortoise LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $3.05K | 0.00% | +33+825.0% | Added |
| Synergy Investment Management, LLC | 39 | $3.18K | 0.00% | +39 | New |
| Crowley Wealth Management, Inc. | 40 | $3.30K | 0.00% | +40 | New |
| Larson Financial Group LLC | 41 | $3.41K | 0.00% | −25−37.9% | Reduced |
| West Paces Advisors Inc. | 42 | $3.46K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 43 | $3.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $3.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $3.82K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 50 | $4.12K | 0.00% | −326−86.7% | Reduced |
| Harbour Investments, Inc. | 56 | $4.62K | 0.00% | +34+154.5% | Added |
| Financial Network Wealth Advisors LLC | 59 | $4.87K | 0.01% | −31−34.4% | Reduced |
| Hexagon Capital Partners LLC | 59 | $4.87K | 0.00% | +15+34.1% | Added |
| Private Wealth Management Group, LLC | 60 | $4.95K | 0.00% | −3−4.8% | Reduced |
| Trust Co of Vermont | 63 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $5.20K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 66 | $5.44K | 0.00% | +66 | New |
| Quarry LP | 73 | $6.02K | 0.00% | +73 | New |
| Kiely Wealth Advisory Group, Inc. | 75 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 82 | $6.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 87 | $7.18K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 90 | $7.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 96 | $7.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $8.41K | 0.00% | +5+5.2% | Added |
| Prestige Wealth Management Group LLC | 105 | $8.71K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 109 | $8.98K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 114 | $9.00K | 0.00% | +35+44.3% | Added |
| Clearstead Advisors, LLC | 117 | $9.65K | 0.00% | −6,059−98.1% | Reduced |
| Creative Financial Designs Inc | 127 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $10.9K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 135 | $11.1K | 0.00% | +135 | New |
| Wingate Wealth Advisors, Inc. | 152 | $12.5K | 0.01% | +152 | New |
| Frazier Financial Advisors, LLC | 157 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 161 | $13.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 173 | $14.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 188 | $15.5K | 0.00% | +13+7.4% | Added |
| Global X Japan Co., Ltd. | 189 | $15.6K | 0.00% | −111−37.0% | Reduced |
| Spire Wealth Management | 189 | $15.6K | 0.00% | +1+0.5% | Added |
| Anchor Investment Management, LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 212 | $17.5K | 0.00% | +75+54.7% | Added |
| Rise Advisors, LLC | 226 | $18.6K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $20.2K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 248 | $20.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 251 | $20.7K | 0.01% | +16+6.8% | Added |
| HM Payson & Co | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 309 | $25.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 313 | $25.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 320 | $26.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 326 | $26.9K | 0.00% | −3−0.9% | Reduced |
| Geneos Wealth Management Inc. | 332 | $27.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $30.8K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $33.0K | 0.02% | +400 | New |
| Smartleaf Asset Management LLC | 439 | $36.3K | 0.00% | +61+16.1% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $36.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 452 | $38.1K | 0.00% | +158+53.7% | Added |
| Fairfield Financial Advisors, LTD | 465 | $38.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 503 | $41.5K | 0.00% | +503 | New |
| Washington Trust Advisors, Inc. | 519 | $42.8K | 0.00% | −7−1.3% | Reduced |
| WealthCollab, LLC | 527 | $43.5K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 535 | $44.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $45.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 578 | $47.7K | 0.00% | +117+25.4% | Added |
| Central Trust Co | 582 | $48.0K | 0.00% | −11−1.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $49.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 602 | $50.7K | 0.00% | +602 | New |
| Whittier Trust Co | 620 | $51.1K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 632 | $52.1K | 0.03% | −836−56.9% | Reduced |
| IFP Advisors, Inc | 542 | $52.7K | 0.00% | −161−22.9% | Reduced |
| Harbor Investment Advisory, LLC | 650 | $53.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 653 | $53.9K | 0.00% | +10+1.6% | Added |
| Rialto Wealth Management, LLC | 663 | $54.7K | 0.02% | +663 | New |
| Toth Financial Advisory Corp | 666 | $54.9K | 0.01% | −300−31.1% | Reduced |
| Ostrum Asset Management | 819 | $67.6K | 0.01% | −35−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 860 | $70.9K | 0.00% | +172+25.0% | Added |
| Evolution Advisers, Inc. | 873 | $72.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 896 | $73.9K | 0.01% | −6−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $75.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 943 | $76.9K | 0.00% | +238+33.8% | Added |