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, 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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 8,400 | $693.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,369 | $690.0K | 0.01% | −30−0.4% | Reduced |
| Fisher Asset Management, LLC | 7,949 | $655.7K | 0.00% | +322+4.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,852 | $647.6K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 7,789 | $642.4K | 0.57% | +7,789 | New |
| Dark Forest Capital Management LP | 7,564 | $623.9K | 0.09% | −25,662−77.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,539 | $621.8K | 0.02% | −433−5.4% | Reduced |
| Par Capital Management Inc | 7,500 | $618.6K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,406 | $610.8K | 0.02% | −270−3.5% | Reduced |
| Aviva PLC | 7,372 | $608.0K | 0.00% | −2,191−22.9% | Reduced |
| Front Street Capital Management, Inc. | 7,231 | $596.0K | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,178 | $592.0K | 0.00% | −1,947−21.3% | Reduced |
| Tandem Investment Advisors, Inc. | 7,012 | $578.0K | 0.02% | −1,975−22.0% | Reduced |
| AdvisorShares Investments LLC | 6,920 | $570.8K | 0.11% | +6,920 | New |
| Metis Global Partners, LLC | 6,795 | $560.5K | 0.02% | +226+3.4% | Added |
| First Hawaiian Bank | 6,763 | $557.8K | 0.02% | −3,373−33.3% | Reduced |
| Fayez Sarofim & Co | 6,675 | $550.6K | 0.00% | 00.0% | Unchanged |
| Sienna Gestion | 6,658 | $549.1K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 6,613 | $545.4K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 6,548 | $540.1K | 0.11% | +6,548 | New |
| Tower Research Capital LLC (TRC) | 6,466 | $533.3K | 0.01% | +1,678+35.0% | Added |
| DekaBank Deutsche Girozentrale | 6,423 | $530.0K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,316 | $520.9K | 0.18% | −100−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 6,292 | $519.0K | 0.04% | −115−1.8% | Reduced |
| Haven Private, LLC | 6,161 | $508.2K | 0.28% | +6,161 | New |
| Panagora Asset Management Inc | 6,094 | $502.6K | 0.00% | −5,043−45.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,000 | $494.9K | 0.12% | +4,000+200.0% | Added |
| Ashton Thomas Securities, LLC | 5,969 | $492.3K | 0.14% | +145+2.5% | Added |
| Baker Tilly Wealth Management, LLC | 5,903 | $486.9K | 0.19% | +366+6.6% | Added |
| Lecap Asset Management Ltd | 5,823 | $480.3K | 0.13% | +5,823 | New |
| Maryland State Retirement & Pension System | 5,773 | $476.2K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 5,686 | $469.0K | 0.01% | +5,686 | New |
| Camden Capital, LLC | 5,585 | $460.7K | 0.05% | −176−3.1% | Reduced |
| Brevan Howard Capital Management LP | 5,526 | $455.8K | 0.01% | −11,022−66.6% | Reduced |
| Concurrent Investment Advisors, LLC | 5,440 | $448.7K | 0.01% | +245+4.7% | Added |
| Portside Wealth Group, LLC | 5,426 | $447.5K | 0.07% | +694+14.7% | Added |
| ISAM Funds (UK) Ltd | 5,416 | $446.7K | 0.33% | +1,357+33.4% | Added |
| Cetera Investment Advisers | 5,218 | $430.4K | 0.00% | +285+5.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,189 | $428.0K | 0.01% | +1,029+24.7% | Added |
| Kahn Brothers Group Inc | 5,147 | $425.0K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,103 | $420.9K | 0.05% | +5,103 | New |
| Virtus Investment Advisers, Inc. | 5,100 | $420.6K | 0.33% | +5,100 | New |
| Machina Capital S.A.S. | 5,003 | $412.6K | 0.17% | +5,003 | New |
| CIBC World Markets Corp | 4,996 | $412.1K | 0.00% | −1,512−23.2% | Reduced |
| Snowden Capital Advisors LLC | 4,885 | $405.3K | 0.01% | +29+0.6% | Added |
| GAMMA Investing LLC | 4,869 | $401.6K | 0.03% | +1,509+44.9% | Added |
| Legacy Advisors, LLC | 4,793 | $397.7K | 0.04% | +4,793 | New |
| MML Investors Services, LLC | 4,813 | $397.0K | 0.00% | +1,341+38.6% | Added |
| M&T Bank Corp | 4,736 | $390.6K | 0.00% | −245−4.9% | Reduced |
| Versor Investments LP | 4,729 | $390.0K | 0.07% | −30,656−86.6% | Reduced |
| Taika Capital, LP | 4,700 | $387.7K | 0.30% | +4,700 | New |
| Legacy Financial Advisors, Inc. | 4,652 | $383.7K | 0.06% | +93+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 4,591 | $378.7K | 0.01% | +160+3.6% | Added |
| Valley National Advisers Inc | 4,539 | $374.0K | 0.07% | −3,919−46.3% | Reduced |
| CAPROCK Group, Inc. | 4,488 | $372.4K | 0.01% | +113+2.6% | Added |
| Ethic Inc. | 4,472 | $368.8K | 0.01% | −5,531−55.3% | Reduced |
| AXA S.A. | 4,455 | $367.4K | 0.00% | +4,455 | New |
| Commonwealth Equity Services, LLC | 4,450 | $367.0K | 0.00% | −38−0.8% | Reduced |
| MJP Associates Inc | 4,366 | $360.1K | 0.06% | +4,366 | New |
| Kestra Investment Management, LLC | 4,360 | $359.6K | 0.01% | +4,360 | New |
| Florida Financial Advisors, LLC | 4,249 | $350.4K | 0.16% | +4,249 | New |
| Bridgefront Capital, LLC | 4,185 | $345.2K | 0.12% | +4,185 | New |
| Ci Investments Inc. | 4,180 | $345.0K | 0.00% | +1,331+46.7% | Added |
| Cadent Capital Advisors, LLC | 4,157 | $342.9K | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,145 | $342.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindenwold Advisors | 3,971 | $327.5K | 0.17% | −150−3.6% | Reduced |
| Janus Henderson Group PLC | 3,947 | $325.7K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,940 | $325.0K | 0.17% | 00.0% | Unchanged |
| Cooper Financial Group | 3,885 | $320.4K | 0.04% | +3,885 | New |
| Morningstar Investment Management LLC | 3,880 | $320.0K | 0.03% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 3,841 | $316.8K | 0.05% | −640−14.3% | Reduced |
| Bayforest Capital Ltd | 3,756 | $309.8K | 0.39% | +3,756 | New |
| Shelton Capital Management | 3,731 | $307.7K | 0.01% | −199−5.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,656 | $301.5K | 0.02% | +57+1.6% | Added |
| Northstar Financial Companies, Inc. | 3,641 | $300.3K | 0.28% | +3,641 | New |
| Pitcairn Co | 3,552 | $293.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,527 | $290.9K | 0.04% | −1,186−25.2% | Reduced |
| Stonegate Investment Group, LLC | 3,420 | $282.1K | 0.01% | −269−7.3% | Reduced |
| Colony Group, LLC | 3,406 | $280.9K | 0.00% | +3,406 | New |
| Standard Life Aberdeen plc | 3,382 | $278.9K | 0.00% | +359+11.9% | Added |
| Kestra Advisory Services, LLC | 3,322 | $274.0K | 0.00% | +10.0% | Added |
| Mairs & Power Inc | 3,300 | $272.2K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,288 | $271.2K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,235 | $266.8K | 0.71% | +3,235 | New |
| Royal Capital Wealth Management, LLC | 3,200 | $263.9K | 0.19% | −800−20.0% | Reduced |
| Huntington National Bank | 3,152 | $260.0K | 0.00% | +2,815+835.3% | Added |
| Meeder Advisory Services, Inc. | 3,122 | $257.5K | 0.02% | +3,122 | New |
| Axq Capital, LP | 3,119 | $257.3K | 0.12% | +3,119 | New |
| Applied Finance Capital Management, LLC | 3,110 | $256.5K | 0.01% | 00.0% | Unchanged |
| BTS Asset Management, Inc. | 3,073 | $253.5K | 0.25% | +3,073 | New |
| NBT Bank N A | 3,026 | $249.6K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,008 | $248.1K | 0.14% | +3,008 | New |
| Headlands Technologies LLC | 2,988 | $246.4K | 0.02% | −11,586−79.5% | Reduced |
| Captrust Financial Advisors | 2,946 | $243.0K | 0.00% | −319−9.8% | Reduced |
| Change Path, LLC | 2,928 | $241.5K | 0.01% | +2,928 | New |
| B. Metzler seel. Sohn & Co. AG | 2,882 | $237.7K | 0.00% | +2,882 | New |
| Avantra Family Wealth, Inc. | 2,850 | $235.1K | 0.22% | +2,850 | New |
| Signaturefd, LLC | 2,818 | $232.4K | 0.00% | −21−0.7% | Reduced |