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 |
|---|---|---|---|---|---|
| South State Corp. | 953 | $78.6K | 0.01% | +23+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 959 | $79.1K | 0.00% | −647−40.3% | Reduced |
| Innovative Advisory Group, LLC | 1,000 | $82.5K | 0.07% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,064 | $87.8K | 0.00% | −67−5.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,153 | $95.1K | 0.00% | −2,024−63.7% | Reduced |
| Fifth Third Bancorp | 1,206 | $99.5K | 0.00% | −56−4.4% | Reduced |
| Swedbank AB | 1,298 | $107.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,324 | $109.2K | 0.00% | +155+13.3% | Added |
| Sachetta, LLC | 1,414 | $116.6K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,450 | $119.6K | 0.00% | +169+13.2% | Added |
| Quadrant Capital Group LLC | 1,466 | $120.9K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,554 | $128.2K | 0.06% | +507+48.4% | Added |
| SRS Capital Advisors, Inc. | 1,620 | $133.6K | 0.01% | +8+0.5% | Added |
| iA Global Asset Management Inc. | 1,633 | $135.0K | 0.00% | −60−3.5% | Reduced |
| Hills Bank & Trust Co | 1,713 | $141.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,775 | $146.4K | 0.00% | −3,635−67.2% | Reduced |
| Globeflex Capital L P | 1,800 | $148.5K | 0.01% | +1,800 | New |
| Hollencrest Capital Management | 1,896 | $156.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,921 | $158.0K | 0.00% | +101+5.5% | Added |
| Kapitalo Investimentos Ltda | 1,983 | $163.6K | 0.11% | +1,983 | New |
| Venturi Wealth Management, LLC | 2,105 | $173.6K | 0.01% | +144+7.3% | Added |
| Covestor Ltd | 2,133 | $176.0K | 0.11% | +7+0.3% | Added |
| Icon Wealth Advisors, LLC | 2,222 | $183.3K | 0.02% | +11+0.5% | Added |
| Prudential PLC | 2,429 | $200.3K | 0.00% | +2,429 | New |
| Great Diamond Partners, LLC | 2,463 | $203.1K | 0.05% | +2,463 | New |
| Tokio Marine Asset Management Co Ltd | 2,485 | $205.0K | 0.01% | +2,485 | New |
| Entropy Technologies, LP | 2,501 | $206.3K | 0.02% | +2,501 | New |
| Paces Ferry Wealth Advisors, LLC | 2,504 | $206.5K | 0.10% | +2,504 | New |
| Lakeview Capital Partners, LLC | 2,511 | $207.1K | 0.05% | +2,511 | New |
| International Assets Investment Management, LLC | 2,556 | $209.4K | 0.02% | −4−0.2% | Reduced |
| HTLF Bank | 2,600 | $214.4K | 0.02% | +2,600 | New |
| Allstate Corp | 2,614 | $215.6K | 0.01% | +2,614 | New |
| Grant/GrossMendelsohn, LLC | 2,600 | $215.7K | 0.11% | +2,600 | New |
| Alliance Wealth Advisors, LLC | 2,618 | $215.9K | 0.06% | +2,618 | New |
| TrueWealth Advisors, LLC | 2,640 | $217.7K | 0.07% | +2,640 | New |
| GWM Advisors LLC | 2,693 | $222.1K | 0.00% | −366−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,720 | $224.3K | 0.01% | +2,720 | New |
| Kestra Private Wealth Services, LLC | 2,730 | $225.2K | 0.00% | +2,730 | New |
| Leo Wealth, LLC | 2,772 | $228.6K | 0.02% | +2,772 | New |
| Hilltop Holdings Inc. | 2,787 | $229.9K | 0.01% | +2,787 | New |
| Signaturefd, LLC | 2,818 | $232.4K | 0.00% | −21−0.7% | Reduced |
| Avantra Family Wealth, Inc. | 2,850 | $235.1K | 0.22% | +2,850 | New |
| B. Metzler seel. Sohn & Co. AG | 2,882 | $237.7K | 0.00% | +2,882 | New |
| Change Path, LLC | 2,928 | $241.5K | 0.01% | +2,928 | New |
| Captrust Financial Advisors | 2,946 | $243.0K | 0.00% | −319−9.8% | Reduced |
| Headlands Technologies LLC | 2,988 | $246.4K | 0.02% | −11,586−79.5% | Reduced |
| Icapital Wealth LLC | 3,008 | $248.1K | 0.14% | +3,008 | New |
| NBT Bank N A | 3,026 | $249.6K | 0.02% | 00.0% | Unchanged |
| BTS Asset Management, Inc. | 3,073 | $253.5K | 0.25% | +3,073 | New |
| Applied Finance Capital Management, LLC | 3,110 | $256.5K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 3,119 | $257.3K | 0.12% | +3,119 | New |
| Meeder Advisory Services, Inc. | 3,122 | $257.5K | 0.02% | +3,122 | New |
| Huntington National Bank | 3,152 | $260.0K | 0.00% | +2,815+835.3% | Added |
| Royal Capital Wealth Management, LLC | 3,200 | $263.9K | 0.19% | −800−20.0% | Reduced |
| Longboard Asset Management, LP | 3,235 | $266.8K | 0.71% | +3,235 | New |
| Hardy Reed LLC | 3,288 | $271.2K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $272.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,322 | $274.0K | 0.00% | +10.0% | Added |
| Standard Life Aberdeen plc | 3,382 | $278.9K | 0.00% | +359+11.9% | Added |
| Colony Group, LLC | 3,406 | $280.9K | 0.00% | +3,406 | New |
| Stonegate Investment Group, LLC | 3,420 | $282.1K | 0.01% | −269−7.3% | Reduced |
| State of Wyoming | 3,527 | $290.9K | 0.04% | −1,186−25.2% | Reduced |
| Pitcairn Co | 3,552 | $293.0K | 0.02% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 3,641 | $300.3K | 0.28% | +3,641 | New |
| Fifth Third Wealth Advisors LLC | 3,656 | $301.5K | 0.02% | +57+1.6% | Added |
| Shelton Capital Management | 3,731 | $307.7K | 0.01% | −199−5.1% | Reduced |
| Bayforest Capital Ltd | 3,756 | $309.8K | 0.39% | +3,756 | New |
| Cullen Investment Group, Ltd. | 3,841 | $316.8K | 0.05% | −640−14.3% | Reduced |
| Morningstar Investment Management LLC | 3,880 | $320.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 3,885 | $320.4K | 0.04% | +3,885 | New |
| Citadel Investment Advisory, Inc. | 3,940 | $325.0K | 0.17% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,947 | $325.7K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,971 | $327.5K | 0.17% | −150−3.6% | Reduced |
| WBH Advisory Inc | 4,000 | $329.9K | 0.03% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $329.9K | 0.30% | +4,000 | New |
| Public Employees Retirement Association of Colorado | 4,145 | $342.0K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,157 | $342.9K | 0.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,180 | $345.0K | 0.00% | +1,331+46.7% | Added |
| Bridgefront Capital, LLC | 4,185 | $345.2K | 0.12% | +4,185 | New |
| Florida Financial Advisors, LLC | 4,249 | $350.4K | 0.16% | +4,249 | New |
| Kestra Investment Management, LLC | 4,360 | $359.6K | 0.01% | +4,360 | New |
| MJP Associates Inc | 4,366 | $360.1K | 0.06% | +4,366 | New |
| Commonwealth Equity Services, LLC | 4,450 | $367.0K | 0.00% | −38−0.8% | Reduced |
| AXA S.A. | 4,455 | $367.4K | 0.00% | +4,455 | New |
| Ethic Inc. | 4,472 | $368.8K | 0.01% | −5,531−55.3% | Reduced |
| CAPROCK Group, Inc. | 4,488 | $372.4K | 0.01% | +113+2.6% | Added |
| Valley National Advisers Inc | 4,539 | $374.0K | 0.07% | −3,919−46.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,591 | $378.7K | 0.01% | +160+3.6% | Added |
| Legacy Financial Advisors, Inc. | 4,652 | $383.7K | 0.06% | +93+2.0% | Added |
| Taika Capital, LP | 4,700 | $387.7K | 0.30% | +4,700 | New |
| Versor Investments LP | 4,729 | $390.0K | 0.07% | −30,656−86.6% | Reduced |
| M&T Bank Corp | 4,736 | $390.6K | 0.00% | −245−4.9% | Reduced |
| MML Investors Services, LLC | 4,813 | $397.0K | 0.00% | +1,341+38.6% | Added |
| Legacy Advisors, LLC | 4,793 | $397.7K | 0.04% | +4,793 | New |
| GAMMA Investing LLC | 4,869 | $401.6K | 0.03% | +1,509+44.9% | Added |
| Snowden Capital Advisors LLC | 4,885 | $405.3K | 0.01% | +29+0.6% | Added |
| CIBC World Markets Corp | 4,996 | $412.1K | 0.00% | −1,512−23.2% | Reduced |
| Machina Capital S.A.S. | 5,003 | $412.6K | 0.17% | +5,003 | New |
| Virtus Investment Advisers, Inc. | 5,100 | $420.6K | 0.33% | +5,100 | New |
| Advisor OS, LLC | 5,103 | $420.9K | 0.05% | +5,103 | New |