SEI Investments Co

SEIC

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000350894

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in SEI Investments Co as of Mar 31, 2025. 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: 546; +16 vs. Q4 2024
Shares held: 93.7M; +2.84M (+3.1%) vs. Q4 2024
Total value: $7.27B; −$226.7M (−3.0%) vs. Q4 2024
New holders: 68; 192 more added
Sold out: 52; 186 more reduced

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 546 institutions

Value heldQ1 2025: $7.27B

Institutions holding SEIC and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2024.

Institutions holding SEIC in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Fairman Group, LLC	1	$70	0.00%	00.0%	Unchanged
TFC Financial Management	1	$78	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	1	$78	0.00%	+1	New
SBI Securities Co., Ltd.	2	$155	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	3	$232	0.00%	+3	New
American Capital Advisory, LLC	3	$233	0.00%	+3	New
HFM Investment Advisors, LLC	3	$233	0.00%	+3	New
Parkworth Wealth Management, Inc.	4	$311	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	5	$365	0.00%	+5	New
Activest Wealth Management	5	$388	0.00%	+4+400.0%	Added
AdvisorNet Financial, Inc	5	$388	0.00%	+5	New
WealthTrak Capital Management LLC	5	$389	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	5	$389	0.00%	+5	New
Bare Financial Services, Inc	9	$699	0.00%	+9	New
Financial Management Professionals, Inc.	10	$776	0.00%	00.0%	Unchanged
NewSquare Capital LLC	11	$854	0.00%	+11	New
Highline Wealth Partners LLC	11	$854	0.00%	+11	New
Hantz Financial Services, Inc.	12	$1.00K	0.00%	+12	New
Winthrop Capital Management, LLC	12	$1.00K	0.00%	+12	New
Assetmark, Inc	13	$1.01K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	20	$1.55K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	20	$1.55K	0.00%	+13+185.7%	Added
UMA Financial Services, Inc.	20	$1.55K	0.00%	+20	New
Granite FO LLC	21	$1.63K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	22	$1.71K	0.00%	00.0%	Unchanged
North Capital, Inc.	22	$1.71K	0.00%	+22	New
First Command Advisory Services, Inc.	25	$1.94K	0.00%	+25	New
Avion Wealth	27	$2.00K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	28	$2.17K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	28	$2.17K	0.00%	+1+3.7%	Added
Red Tortoise LLC	33	$2.56K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	33	$2.60K	0.00%	−8−19.5%	Reduced
True Wealth Design, LLC	34	$2.64K	0.00%	+34	New
Hughes Financial Services, LLC	35	$2.71K	0.00%	+35	New
Sunbelt Securities, Inc.	35	$2.72K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	35	$2.72K	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	37	$2.87K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	40	$3.10K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	42	$3.26K	0.00%	00.0%	Unchanged
Grove Bank & Trust	42	$3.26K	0.00%	+42	New
Carolina Wealth Advisors, LLC	43	$3.34K	0.00%	00.0%	Unchanged
Saudi Central Bank	43	$3.34K	0.02%	+43	New
Montag A & Associates Inc	46	$3.57K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	50	$3.88K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	56	$4.35K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	60	$4.66K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	63	$4.89K	0.00%	00.0%	Unchanged
Trust Co of Vermont	63	$4.89K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	67	$5.20K	0.00%	+8+13.6%	Added
Financial Network Wealth Advisors LLC	70	$5.43K	0.01%	+11+18.6%	Added
Farmers & Merchants Investments Inc	81	$6.29K	0.00%	+37+84.1%	Added
Beacon Capital Management, LLC	81	$6.29K	0.00%	+81	New
CVA Family Office, LLC	94	$7.30K	0.00%	+7+8.0%	Added
Zions Bancorporation, National Association	96	$7.45K	0.00%	+96	New
JFS Wealth Advisors, LLC	97	$7.53K	0.00%	−5−4.9%	Reduced
Prestige Wealth Management Group LLC	105	$8.15K	0.00%	00.0%	Unchanged
GWM Advisors LLC	125	$9.67K	0.00%	−2,568−95.4%	Reduced
Whittier Trust Co of Nevada Inc	130	$10.1K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	131	$10.2K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	135	$10.5K	0.00%	00.0%	Unchanged
Hemington Wealth Management	150	$11.0K	0.00%	+36+31.6%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	144	$11.2K	0.00%	+144	New
BOK Financial Private Wealth, Inc.	154	$12.0K	0.00%	+154	New
Frazier Financial Advisors, LLC	157	$12.2K	0.01%	00.0%	Unchanged
Creative Financial Designs Inc	172	$13.4K	0.00%	+45+35.4%	Added
North Star Investment Management Corp.	174	$13.5K	0.00%	+1+0.6%	Added
Global X Japan Co., Ltd.	184	$14.3K	0.00%	−5−2.6%	Reduced
Spire Wealth Management	188	$14.6K	0.00%	−1−0.5%	Reduced
CIBC Private Wealth Group, LLC	223	$14.8K	0.00%	−720−76.4%	Reduced
Skopos Labs, Inc.	196	$15.2K	0.00%	+106+117.8%	Added
Anchor Investment Management, LLC	200	$15.5K	0.00%	00.0%	Unchanged
Addison Advisors LLC	210	$16.3K	0.00%	−41−16.3%	Reduced
Arlington Trust Co LLC	248	$19.3K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	292	$22.5K	0.00%	+104+55.3%	Added
HM Payson & Co	300	$23.3K	0.00%	00.0%	Unchanged
Quent Capital, LLC	309	$24.0K	0.00%	00.0%	Unchanged
Mather Group, LLC.	313	$24.3K	0.00%	00.0%	Unchanged
National Bank of Canada	315	$24.4K	0.00%	−9,847−96.9%	Reduced
Asset Dedication, LLC	320	$24.8K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	326	$25.3K	0.00%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	400	$30.9K	0.01%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	445	$34.5K	0.01%	00.0%	Unchanged
Smartleaf Asset Management LLC	470	$36.2K	0.00%	+31+7.1%	Added
Allworth Financial LP	463	$36.5K	0.00%	+11+2.4%	Added
Johnson Financial Group, Inc.	511	$39.7K	0.00%	+511	New
Washington Trust Advisors, Inc.	519	$40.3K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	532	$41.3K	0.00%	+200+60.2%	Added
Smithfield Trust Co	535	$42.0K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	543	$42.2K	0.01%	+331+156.1%	Added
Livforsakringsbolaget Skandia, Omsesidigt	554	$43.0K	0.00%	00.0%	Unchanged
WealthCollab, LLC	573	$44.5K	0.03%	+46+8.7%	Added
Central Trust Co	582	$45.2K	0.00%	00.0%	Unchanged
Natixis	596	$45.9K	0.00%	−15,152−96.2%	Reduced
MAI Capital Management	600	$46.6K	0.00%	+97+19.3%	Added
Hazlett, Burt & Watson, Inc.	600	$47.0K	0.02%	00.0%	Unchanged
Whittier Trust Co	620	$48.1K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	650	$50.5K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	663	$51.5K	0.02%	00.0%	Unchanged
Toth Financial Advisory Corp	666	$51.7K	0.01%	00.0%	Unchanged
Ostrum Asset Management	798	$61.9K	0.00%	−21−2.6%	Reduced