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 |
|---|---|---|---|---|---|
| Kahn Brothers Group Inc | 5,147 | $425.0K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,189 | $428.0K | 0.01% | +1,029+24.7% | Added |
| Cetera Investment Advisers | 5,218 | $430.4K | 0.00% | +285+5.8% | Added |
| ISAM Funds (UK) Ltd | 5,416 | $446.7K | 0.33% | +1,357+33.4% | Added |
| Portside Wealth Group, LLC | 5,426 | $447.5K | 0.07% | +694+14.7% | Added |
| Concurrent Investment Advisors, LLC | 5,440 | $448.7K | 0.01% | +245+4.7% | Added |
| Brevan Howard Capital Management LP | 5,526 | $455.8K | 0.01% | −11,022−66.6% | Reduced |
| Camden Capital, LLC | 5,585 | $460.7K | 0.05% | −176−3.1% | Reduced |
| Caxton Associates LP | 5,686 | $469.0K | 0.01% | +5,686 | New |
| Maryland State Retirement & Pension System | 5,773 | $476.2K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 5,823 | $480.3K | 0.13% | +5,823 | New |
| Baker Tilly Wealth Management, LLC | 5,903 | $486.9K | 0.19% | +366+6.6% | Added |
| Ashton Thomas Securities, LLC | 5,969 | $492.3K | 0.14% | +145+2.5% | Added |
| Catalyst Funds Management Pty Ltd | 6,000 | $494.9K | 0.12% | +4,000+200.0% | Added |
| Panagora Asset Management Inc | 6,094 | $502.6K | 0.00% | −5,043−45.3% | Reduced |
| Haven Private, LLC | 6,161 | $508.2K | 0.28% | +6,161 | New |
| Beaumont Financial Advisors, LLC | 6,292 | $519.0K | 0.04% | −115−1.8% | Reduced |
| Lansing Street Advisors | 6,316 | $520.9K | 0.18% | −100−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 6,423 | $530.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,466 | $533.3K | 0.01% | +1,678+35.0% | Added |
| 111 Capital | 6,548 | $540.1K | 0.11% | +6,548 | New |
| Haverford Trust Co | 6,613 | $545.4K | 0.01% | 00.0% | Unchanged |
| Sienna Gestion | 6,658 | $549.1K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,675 | $550.6K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,763 | $557.8K | 0.02% | −3,373−33.3% | Reduced |
| Metis Global Partners, LLC | 6,795 | $560.5K | 0.02% | +226+3.4% | Added |
| AdvisorShares Investments LLC | 6,920 | $570.8K | 0.11% | +6,920 | New |
| Tandem Investment Advisors, Inc. | 7,012 | $578.0K | 0.02% | −1,975−22.0% | Reduced |
| Mercer Global Advisors Inc | 7,178 | $592.0K | 0.00% | −1,947−21.3% | Reduced |
| Front Street Capital Management, Inc. | 7,231 | $596.0K | 0.10% | 00.0% | Unchanged |
| Aviva PLC | 7,372 | $608.0K | 0.00% | −2,191−22.9% | Reduced |
| Securian Asset Management, Inc | 7,406 | $610.8K | 0.02% | −270−3.5% | Reduced |
| Par Capital Management Inc | 7,500 | $618.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,539 | $621.8K | 0.02% | −433−5.4% | Reduced |
| Dark Forest Capital Management LP | 7,564 | $623.9K | 0.09% | −25,662−77.2% | Reduced |
| Investment Management Corp | 7,789 | $642.4K | 0.57% | +7,789 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,852 | $647.6K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,949 | $655.7K | 0.00% | +322+4.2% | Added |
| Crossmark Global Holdings, Inc. | 8,369 | $690.0K | 0.01% | −30−0.4% | Reduced |
| Daiwa Securities Group Inc. | 8,400 | $693.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 8,404 | $693.2K | 0.00% | +419+5.2% | Added |
| Tredje AP-fonden | 8,427 | $695.1K | 0.01% | −8,426−50.0% | Reduced |
| Nilsine Partners, LLC | 8,476 | $699.1K | 0.07% | −25−0.3% | Reduced |
| South Dakota Investment Council | 8,528 | $703.0K | 0.01% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 8,600 | $709.3K | 0.03% | +8,600 | New |
| Glenmede Trust Co NA | 8,630 | $711.8K | 0.00% | +159+1.9% | Added |
| Gulf International Bank (UK) Ltd | 8,836 | $728.0K | 0.02% | −239−2.6% | Reduced |
| Ontario Teachers Pension Plan Board | 8,955 | $738.6K | 0.01% | −2,606−22.5% | Reduced |
| Wellington Shields & Co., LLC | 9,000 | $742.3K | 0.23% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,117 | $752.0K | 0.03% | +9,030+10,379.3% | Added |
| Ghe, LLC | 9,126 | $753.0K | 0.30% | +183+2.0% | Added |
| Federated Hermes, Inc. | 9,197 | $758.6K | 0.00% | −453−4.7% | Reduced |
| Bokf, NA | 9,739 | $769.4K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,389 | $779.9K | 0.00% | +1,131+13.7% | Added |
| Patten & Patten Inc | 9,500 | $783.6K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,505 | $784.0K | 0.08% | −1,600−14.4% | Reduced |
| Patton Albertson Miller Group, LLC | 9,650 | $795.9K | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9,700 | $800.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,855 | $812.8K | 0.01% | +1,047+11.9% | Added |
| RBF Capital, LLC | 10,000 | $824.8K | 0.04% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 10,000 | $824.8K | 0.13% | +10,000 | New |
| Creative Planning | 10,031 | $827.3K | 0.00% | +1,945+24.1% | Added |
| Commerce Bank | 10,156 | $837.7K | 0.01% | −33−0.3% | Reduced |
| National Bank of Canada | 10,162 | $838.2K | 0.00% | +7,193+242.3% | Added |
| Mackenzie Financial Corp | 10,166 | $838.5K | 0.00% | −926−8.3% | Reduced |
| BancorpSouth Bank | 10,430 | $860.3K | 0.06% | −77−0.7% | Reduced |
| New York Life Investment Management LLC | 10,465 | $863.2K | 0.01% | +10,465 | New |
| Hillsdale Investment Management Inc. | 10,800 | $890.8K | 0.05% | +400+3.8% | Added |
| Verition Fund Management LLC | 11,097 | $915.3K | 0.00% | −100,001−90.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,119 | $917.1K | 0.00% | +2,542+29.6% | Added |
| HighTower Advisors, LLC | 11,513 | $949.6K | 0.00% | +574+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,722 | $966.8K | 0.04% | +1,961+20.1% | Added |
| Campbell & CO Investment Adviser LLC | 12,136 | $1.00M | 0.08% | −9,095−42.8% | Reduced |
| Buckingham Strategic Partners | 12,360 | $1.02M | 0.02% | +12,360 | New |
| CI Private Wealth, LLC | 12,603 | $1.04M | 0.00% | −4,446−26.1% | Reduced |
| Nomura Holdings Inc | 13,000 | $1.07M | 0.01% | +13,000 | New |
| TD Waterhouse Canada Inc. | 13,019 | $1.07M | 0.01% | −3,963−23.3% | Reduced |
| 1832 Asset Management L.P. | 13,072 | $1.08M | 0.00% | −1,595−10.9% | Reduced |
| DGS Capital Management, LLC | 13,213 | $1.09M | 0.27% | +1,695+14.7% | Added |
| Elo Mutual Pension Insurance Co | 13,240 | $1.09M | 0.02% | +13,240 | New |
| Boston Financial Mangement LLC | 14,004 | $1.16M | 0.03% | +40.0% | Added |
| Brinker Capital Investments, LLC | 14,009 | $1.16M | 0.01% | +14,009 | New |
| Orion Portfolio Solutions, LLC | 14,009 | $1.16M | 0.01% | +14,009 | New |
| Nissay Asset Management Corp | 13,915 | $1.16M | 0.01% | −191−1.4% | Reduced |
| Donald L. Hagan, LLC | 14,474 | $1.19M | 0.62% | −866−5.6% | Reduced |
| Gotham Asset Management, LLC | 14,555 | $1.20M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,607 | $1.20M | 0.00% | −6,958−32.3% | Reduced |
| Swiss Life Asset Management Ltd | 14,736 | $1.21M | 0.01% | +5,828+65.4% | Added |
| Clark Capital Management Group, Inc. | 15,012 | $1.24M | 0.01% | +15,012 | New |
| Wealth Enhancement Advisory Services, LLC | 15,040 | $1.24M | 0.00% | +310+2.1% | Added |
| Cresset Asset Management, LLC | 15,289 | $1.26M | 0.01% | −18,106−54.2% | Reduced |
| Lazard Asset Management LLC | 15,318 | $1.26M | 0.00% | +4,532+42.0% | Added |
| Natixis | 15,748 | $1.30M | 0.01% | −3,541−18.4% | Reduced |
| Voya Investment Management LLC | 15,859 | $1.31M | 0.00% | −416−2.6% | Reduced |
| Lafayette Investments, Inc. | 15,899 | $1.31M | 0.28% | −1,075−6.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,875 | $1.32M | 0.05% | +1,464+10.2% | Added |
| IFM Investors Pty Ltd | 16,391 | $1.35M | 0.01% | −1,121−6.4% | Reduced |
| Utah Retirement Systems | 16,774 | $1.38M | 0.02% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 17,192 | $1.42M | 0.14% | +17,192 | New |
| Parallel Advisors, LLC | 17,261 | $1.42M | 0.03% | +158+0.9% | Added |