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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 2,787 | $229.9K | 0.01% | +2,787 | New |
| Leo Wealth, LLC | 2,772 | $228.6K | 0.02% | +2,772 | New |
| Kestra Private Wealth Services, LLC | 2,730 | $225.2K | 0.00% | +2,730 | New |
| J.W. Cole Advisors, Inc. | 2,720 | $224.3K | 0.01% | +2,720 | New |
| GWM Advisors LLC | 2,693 | $222.1K | 0.00% | −366−12.0% | Reduced |
| TrueWealth Advisors, LLC | 2,640 | $217.7K | 0.07% | +2,640 | New |
| Alliance Wealth Advisors, LLC | 2,618 | $215.9K | 0.06% | +2,618 | New |
| Grant/GrossMendelsohn, LLC | 2,600 | $215.7K | 0.11% | +2,600 | New |
| Allstate Corp | 2,614 | $215.6K | 0.01% | +2,614 | New |
| HTLF Bank | 2,600 | $214.4K | 0.02% | +2,600 | New |
| International Assets Investment Management, LLC | 2,556 | $209.4K | 0.02% | −4−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 2,511 | $207.1K | 0.05% | +2,511 | New |
| Paces Ferry Wealth Advisors, LLC | 2,504 | $206.5K | 0.10% | +2,504 | New |
| Entropy Technologies, LP | 2,501 | $206.3K | 0.02% | +2,501 | New |
| Tokio Marine Asset Management Co Ltd | 2,485 | $205.0K | 0.01% | +2,485 | New |
| Great Diamond Partners, LLC | 2,463 | $203.1K | 0.05% | +2,463 | New |
| Prudential PLC | 2,429 | $200.3K | 0.00% | +2,429 | New |
| Icon Wealth Advisors, LLC | 2,222 | $183.3K | 0.02% | +11+0.5% | Added |
| Covestor Ltd | 2,133 | $176.0K | 0.11% | +7+0.3% | Added |
| Venturi Wealth Management, LLC | 2,105 | $173.6K | 0.01% | +144+7.3% | Added |
| Kapitalo Investimentos Ltda | 1,983 | $163.6K | 0.11% | +1,983 | New |
| Bessemer Group Inc | 1,921 | $158.0K | 0.00% | +101+5.5% | Added |
| Hollencrest Capital Management | 1,896 | $156.4K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,800 | $148.5K | 0.01% | +1,800 | New |
| Bryn Mawr Trust Co | 1,775 | $146.4K | 0.00% | −3,635−67.2% | Reduced |
| Hills Bank & Trust Co | 1,713 | $141.3K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,633 | $135.0K | 0.00% | −60−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,620 | $133.6K | 0.01% | +8+0.5% | Added |
| Painted Porch Advisors LLC | 1,554 | $128.2K | 0.06% | +507+48.4% | Added |
| Quadrant Capital Group LLC | 1,466 | $120.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,450 | $119.6K | 0.00% | +169+13.2% | Added |
| Sachetta, LLC | 1,414 | $116.6K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,324 | $109.2K | 0.00% | +155+13.3% | Added |
| Swedbank AB | 1,298 | $107.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,206 | $99.5K | 0.00% | −56−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,153 | $95.1K | 0.00% | −2,024−63.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,064 | $87.8K | 0.00% | −67−5.9% | Reduced |
| Innovative Advisory Group, LLC | 1,000 | $82.5K | 0.07% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 959 | $79.1K | 0.00% | −647−40.3% | Reduced |
| South State Corp. | 953 | $78.6K | 0.01% | +23+2.5% | Added |
| CIBC Private Wealth Group, LLC | 943 | $76.9K | 0.00% | +238+33.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $75.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 896 | $73.9K | 0.01% | −6−0.7% | Reduced |
| Evolution Advisers, Inc. | 873 | $72.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 860 | $70.9K | 0.00% | +172+25.0% | Added |
| Ostrum Asset Management | 819 | $67.6K | 0.01% | −35−4.1% | Reduced |
| Toth Financial Advisory Corp | 666 | $54.9K | 0.01% | −300−31.1% | Reduced |
| Rialto Wealth Management, LLC | 663 | $54.7K | 0.02% | +663 | New |
| Farther Finance Advisors, LLC | 653 | $53.9K | 0.00% | +10+1.6% | Added |
| Harbor Investment Advisory, LLC | 650 | $53.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 542 | $52.7K | 0.00% | −161−22.9% | Reduced |
| Mendota Financial Group, LLC | 632 | $52.1K | 0.03% | −836−56.9% | Reduced |
| Whittier Trust Co | 620 | $51.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 602 | $50.7K | 0.00% | +602 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $49.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 582 | $48.0K | 0.00% | −11−1.9% | Reduced |
| First Horizon Advisors, Inc. | 578 | $47.7K | 0.00% | +117+25.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $45.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 535 | $44.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 527 | $43.5K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 519 | $42.8K | 0.00% | −7−1.3% | Reduced |
| MAI Capital Management | 503 | $41.5K | 0.00% | +503 | New |
| Fairfield Financial Advisors, LTD | 465 | $38.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 452 | $38.1K | 0.00% | +158+53.7% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $36.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 439 | $36.3K | 0.00% | +61+16.1% | Added |
| Medallion Wealth Advisors, LLC | 400 | $33.0K | 0.02% | +400 | New |
| CoreFirst Bank & Trust | 373 | $30.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 332 | $27.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 326 | $26.9K | 0.00% | −3−0.9% | Reduced |
| Asset Dedication, LLC | 320 | $26.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 313 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 309 | $25.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 251 | $20.7K | 0.01% | +16+6.8% | Added |
| Arlington Trust Co LLC | 248 | $20.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $20.2K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 226 | $18.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 212 | $17.5K | 0.00% | +75+54.7% | Added |
| Anchor Investment Management, LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jones Financial Companies LLLP | 188 | $15.5K | 0.00% | +13+7.4% | Added |
| North Star Investment Management Corp. | 173 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 161 | $13.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 157 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 152 | $12.5K | 0.01% | +152 | New |
| Copeland Capital Management, LLC | 135 | $11.1K | 0.00% | +135 | New |
| Bartlett & Co. Wealth Management LLC | 131 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 117 | $9.65K | 0.00% | −6,059−98.1% | Reduced |
| Hemington Wealth Management | 114 | $9.00K | 0.00% | +35+44.3% | Added |
| Caitlin John, LLC | 109 | $8.98K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $8.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $8.41K | 0.00% | +5+5.2% | Added |
| Zions Bancorporation, N.A. | 96 | $7.92K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 90 | $7.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 87 | $7.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 82 | $6.76K | 0.00% | 00.0% | Unchanged |