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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 803 | $62.3K | 0.00% | +225+38.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $65.7K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $67.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 879 | $68.2K | 0.01% | −17−1.9% | Reduced |
| Painted Porch Advisors LLC | 891 | $69.2K | 0.03% | −663−42.7% | Reduced |
| South State Corp. | 930 | $72.2K | 0.00% | −23−2.4% | Reduced |
| Huntington National Bank | 934 | $72.5K | 0.00% | −2,218−70.4% | Reduced |
| Innovative Advisory Group, LLC | 1,000 | $77.6K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,006 | $78.1K | 0.00% | +146+17.0% | Added |
| Ronald Blue Trust, Inc. | 1,041 | $80.8K | 0.00% | −112−9.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,048 | $81.4K | 0.00% | −16−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,126 | $87.4K | 0.01% | −494−30.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,144 | $88.8K | 0.00% | +185+19.3% | Added |
| Fifth Third Bancorp | 1,174 | $91.1K | 0.00% | −32−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 1,259 | $97.7K | 0.01% | +1,259 | New |
| Farther Finance Advisors, LLC | 1,334 | $103.1K | 0.00% | +681+104.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,364 | $105.9K | 0.00% | +1,282+1,563.4% | Added |
| Principal Securities, Inc. | 1,324 | $109.2K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,419 | $110.2K | 0.00% | +1,419 | New |
| Sachetta, LLC | 1,422 | $110.4K | 0.05% | +8+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,699 | $132.0K | 0.00% | +1,699 | New |
| Hills Bank & Trust Co | 1,713 | $133.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,748 | $135.7K | 0.00% | +1,748 | New |
| Globeflex Capital L P | 1,800 | $139.7K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,835 | $142.0K | 0.00% | +202+12.4% | Added |
| Hollencrest Capital Management | 1,896 | $147.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,897 | $147.3K | 0.00% | +122+6.9% | Added |
| Covestor Ltd | 1,942 | $151.0K | 0.10% | −191−9.0% | Reduced |
| IFP Advisors, Inc | 1,936 | $157.8K | 0.00% | +1,394+257.2% | Added |
| Icon Wealth Advisors, LLC | 2,394 | $185.9K | 0.02% | +172+7.7% | Added |
| Baird Financial Group, Inc. | 2,589 | $201.0K | 0.00% | +2,589 | New |
| Grant/GrossMendelsohn, LLC | 2,600 | $202.2K | 0.11% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,640 | $204.9K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,654 | $206.0K | 0.00% | +2,654 | New |
| Forum Financial Management, LP | 2,677 | $207.8K | 0.00% | +2,677 | New |
| Tokio Marine Asset Management Co Ltd | 2,685 | $208.4K | 0.01% | +200+8.0% | Added |
| Kestra Private Wealth Services, LLC | 2,747 | $213.3K | 0.00% | +17+0.6% | Added |
| Signaturefd, LLC | 2,760 | $214.3K | 0.00% | −58−2.1% | Reduced |
| Aigen Investment Management, LP | 2,781 | $215.9K | 0.03% | +2,781 | New |
| Leo Wealth, LLC | 2,782 | $216.0K | 0.03% | +10+0.4% | Added |
| Hilltop Holdings Inc. | 2,782 | $216.0K | 0.01% | −5−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,825 | $219.3K | 0.00% | +2,825 | New |
| Avantra Family Wealth, Inc. | 2,850 | $221.2K | 0.21% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,871 | $222.9K | 0.11% | +2,871 | New |
| M&T Bank Corp | 2,876 | $223.3K | 0.00% | −1,860−39.3% | Reduced |
| Haven Private, LLC | 2,878 | $223.4K | 0.13% | −3,283−53.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,882 | $223.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,895 | $224.7K | 0.01% | −4,669−61.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,913 | $226.1K | 0.00% | +2,913 | New |
| Meeder Advisory Services, Inc. | 2,928 | $227.3K | 0.01% | −194−6.2% | Reduced |
| Keebeck Alpha, LP | 2,984 | $231.6K | 0.27% | +2,984 | New |
| Rakuten Investment Management, Inc. | 3,023 | $233.1K | 0.00% | +3,023 | New |
| NBT Bank N A | 3,045 | $236.4K | 0.02% | +19+0.6% | Added |
| Quadrature Capital Ltd | 3,138 | $243.6K | 0.01% | +3,138 | New |
| Royal Capital Wealth Management, LLC | 3,200 | $248.4K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 3,209 | $249.1K | 0.02% | −343−9.7% | Reduced |
| Longboard Asset Management, LP | 3,235 | $251.1K | 0.74% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,288 | $255.2K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,294 | $255.7K | 0.17% | +3,294 | New |
| Mairs & Power Inc | 3,300 | $256.2K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,381 | $262.5K | 0.01% | −39−1.1% | Reduced |
| Standard Life Aberdeen plc | 3,382 | $262.5K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,529 | $274.0K | 0.01% | −202−5.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,647 | $283.1K | 0.07% | +1,029+39.3% | Added |
| Northstar Financial Companies, Inc. | 3,663 | $284.3K | 0.31% | +22+0.6% | Added |
| Impact Partnership Wealth, LLC | 3,682 | $285.8K | 0.06% | +3,682 | New |
| Atria Wealth Solutions, Inc. | 3,697 | $287.0K | 0.00% | +3,697 | New |
| AXA S.A. | 3,843 | $298.3K | 0.00% | −612−13.7% | Reduced |
| AE Wealth Management LLC | 3,854 | $299.2K | 0.00% | +3,854 | New |
| Cullen Investment Group, Ltd. | 3,862 | $299.8K | 0.05% | +21+0.5% | Added |
| Bank of Nova Scotia | 3,878 | $301.0K | 0.00% | −21,507−84.7% | Reduced |
| Camden Capital, LLC | 3,896 | $302.4K | 0.03% | −1,689−30.2% | Reduced |
| Lindenwold Advisors | 3,908 | $303.4K | 0.17% | −63−1.6% | Reduced |
| Janus Henderson Group PLC | 3,947 | $304.2K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,940 | $306.0K | 0.15% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,955 | $307.0K | 0.00% | +633+19.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,971 | $308.3K | 0.01% | −70,150−94.6% | Reduced |
| Cooper Financial Group | 3,990 | $309.8K | 0.04% | +105+2.7% | Added |
| WBH Advisory Inc | 4,000 | $310.5K | 0.03% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $310.5K | 0.29% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,029 | $312.8K | 0.01% | +2,563+174.8% | Added |
| CAPROCK Group, Inc. | 4,070 | $316.0K | 0.01% | −418−9.3% | Reduced |
| EntryPoint Capital, LLC | 4,090 | $317.5K | 0.15% | +4,090 | New |
| Public Employees Retirement Association of Colorado | 4,145 | $322.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 4,150 | $322.2K | 0.01% | +1,222+41.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,185 | $324.9K | 0.01% | −1,004−19.3% | Reduced |
| Valley National Advisers Inc | 4,211 | $326.0K | 0.06% | −328−7.2% | Reduced |
| Florida Financial Advisors, LLC | 4,214 | $327.1K | 0.13% | −35−0.8% | Reduced |
| Bessemer Group Inc | 4,284 | $332.0K | 0.00% | +2,363+123.0% | Added |
| Ethic Inc. | 4,370 | $337.7K | 0.01% | −102−2.3% | Reduced |
| S-Bank Fund Management Ltd | 4,491 | $348.6K | 0.07% | +4,491 | New |
| Fifth Third Wealth Advisors LLC | 4,542 | $352.6K | 0.02% | +886+24.2% | Added |
| Ci Investments Inc. | 4,635 | $360.0K | 0.00% | +455+10.9% | Added |
| Legacy Financial Advisors, Inc. | 4,649 | $360.9K | 0.06% | −3−0.1% | Reduced |
| Maryland State Retirement & Pension System | 4,670 | $362.5K | 0.01% | −1,103−19.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,780 | $371.1K | 0.01% | −1,686−26.1% | Reduced |
| Snowden Capital Advisors LLC | 4,839 | $375.7K | 0.01% | −46−0.9% | Reduced |
| Kestra Investment Management, LLC | 4,841 | $375.8K | 0.01% | +481+11.0% | Added |
| Cadent Capital Advisors, LLC | 4,855 | $376.9K | 0.14% | +698+16.8% | Added |
| CIBC World Markets Corp | 4,986 | $387.1K | 0.00% | −10−0.2% | Reduced |