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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.

Institutional holdersQ4 2024: 540 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ4 2024: $7.52B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$5.97B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2024.

Institutions holding SEIC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kiely Wealth Advisory Group, Inc.75$6.33K0.00%00.0%Unchanged
Quarry LP73$6.02K0.00%+73New
GeoWealth Management, LLC66$5.44K0.00%+66New
Bell Investment Advisors, Inc63$5.20K0.00%00.0%Unchanged
Trust Co of Vermont63$5.20K0.00%00.0%Unchanged
Private Wealth Management Group, LLC60$4.95K0.00%−3−4.8%Reduced
Financial Network Wealth Advisors LLC59$4.87K0.01%−31−34.4%Reduced
Hexagon Capital Partners LLC59$4.87K0.00%+15+34.1%Added
Harbour Investments, Inc.56$4.62K0.00%+34+154.5%Added
Altshuler Shaham Ltd50$4.12K0.00%−326−86.7%Reduced
Montag A & Associates Inc46$3.82K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$3.63K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC43$3.55K0.00%00.0%Unchanged
West Paces Advisors Inc.42$3.46K0.00%00.0%Unchanged
Larson Financial Group LLC41$3.41K0.00%−25−37.9%Reduced
Crowley Wealth Management, Inc.40$3.30K0.00%+40New
Synergy Investment Management, LLC39$3.18K0.00%+39New
Parkside Financial Bank & Trust37$3.05K0.00%+33+825.0%Added
Sunbelt Securities, Inc.35$2.89K0.00%00.0%Unchanged
St Germain D J Co Inc35$2.89K0.00%00.0%Unchanged
Red Tortoise LLC33$2.72K0.00%00.0%Unchanged
Horizon Investments, LLC28$2.31K0.00%+28New
DiNuzzo Private Wealth, Inc.27$2.23K0.00%00.0%Unchanged
Avion Wealth27$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC22$1.81K0.00%+2+10.0%Added
Granite FO LLC21$1.73K0.00%00.0%Unchanged
Rothschild Investment LLC20$1.65K0.00%00.0%Unchanged
Assetmark, Inc13$1.07K0.00%+13New
Caitong International Asset Management Co., Ltd12$9900.00%+12New
Financial Management Professionals, Inc.10$8250.00%00.0%Unchanged
NBC Securities, Inc.8$7340.07%−8,911−99.9%Reduced
Global Financial Private Client, LLC7$5770.00%+7New
C M Bidwell & Associates Ltd6$4950.00%00.0%Unchanged
WealthTrak Capital Management LLC5$4130.00%+5New
Parkworth Wealth Management, Inc.4$3300.00%+4New
SBI Securities Co., Ltd.2$1650.00%+2New
TFC Financial Management1$830.00%00.0%Unchanged
Clear Street Markets LLC1$820.00%+1New
Activest Wealth Management1$820.00%+1New
Fairman Group, LLC1$700.00%00.0%Unchanged
Cubist Systematic Strategies, LLC0$00.00%−104,192−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−76,987−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−33,477−100.0%Sold out
Squarepoint Ops LLC0$00.00%−25,161−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−19,619−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−16,073−100.0%Sold out
Centiva Capital, LP0$00.00%−15,479−100.0%Sold out
XTX Topco Ltd0$00.00%−15,203−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−14,662−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,600−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−11,820−100.0%Sold out
Inceptionr LLC0$00.00%−10,020−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−9,689−100.0%Sold out
MQS Management LLC0$00.00%−8,740−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−7,800−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,765−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,996−100.0%Sold out
HRT Financial LP0$00.00%−6,921−100.0%Sold out
Veriti Management LLC0$00.00%−6,639−100.0%Sold out
Keebeck Alpha, LP0$00.00%−6,443−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,567−100.0%Sold out
Investment House LLC0$00.00%−5,432−100.0%Sold out
Ieq Capital, LLC0$00.00%−4,615−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−4,368−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,278−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,086−100.0%Sold out
Atlanta Consulting Group Advisors, LLC0$00.00%−3,797−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−3,716−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,667−100.0%Sold out
Private Advisor Group, LLC0$00.00%−3,550−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−3,507−100.0%Sold out
FORA Capital, LLC0$00.00%−3,424−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−3,272−100.0%Sold out
Wrapmanager Inc0$00.00%−2,942−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−803−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−747−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−648−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−615−100.0%Sold out
Gladius Capital Management LP0$00.00%−474−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−96−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−80−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−70−100.0%Sold out
True Wealth Design, LLC0$00.00%−55−100.0%Sold out
Ossiam0$00.00%−48−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−47−100.0%Sold out
Simplex Trading, LLC0$00.00%−56−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−17−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−10−100.0%Sold out
Claris Advisors, LLC0$00.00%−8−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Smithbridge Asset Management Inc––––Not filed
Raymond James Trust N.A.––––Not filed
Northwest Investment Counselors, LLC––––Not filed
First Personal Financial Services––––Not filed
M&R Capital Management Inc––––Not filed