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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 278,328 | $21.6M | 0.13% | +24,495+9.7% | Added |
| Teacher Retirement System of Texas | 317,599 | $24.7M | 0.10% | +58,643+22.6% | Added |
| Rhumbline Advisers | 336,554 | $26.1M | 0.02% | −1,438−0.4% | Reduced |
| HSBC Holdings PLC | 350,514 | $27.2M | 0.02% | −13,305−3.7% | Reduced |
| Man Group plc | 353,576 | $27.4M | 0.08% | +147,334+71.4% | Added |
| ProShare Advisors LLC | 361,680 | $28.1M | 0.06% | −89,674−19.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 363,058 | $28.2M | 0.48% | +75,593+26.3% | Added |
| Azora Capital LP | 371,665 | $28.9M | 1.96% | +371,665 | New |
| Danske Bank A/S | 374,235 | $29.1M | 0.09% | +143,338+62.1% | Added |
| Prana Capital Management, LP | 383,961 | $29.8M | 1.21% | +84,948+28.4% | Added |
| Envestnet Asset Management Inc | 395,285 | $30.7M | 0.01% | −11,295−2.8% | Reduced |
| UBS Group AG | 398,936 | $31.0M | 0.01% | +19,489+5.1% | Added |
| AQR Capital Management LLC | 406,249 | $31.0M | 0.03% | −13,431−3.2% | Reduced |
| Legal & General Group Plc | 402,270 | $31.2M | 0.01% | +2,200+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 468,327 | $36.4M | 0.10% | +79,005+20.3% | Added |
| JPMorgan Chase & Co | 488,279 | $37.9M | 0.00% | +29,398+6.4% | Added |
| Ameriprise Financial Inc | 498,088 | $38.7M | 0.01% | +22,296+4.7% | Added |
| American Capital Management Inc | 520,906 | $40.4M | 1.65% | +23,706+4.8% | Added |
| Raymond James Financial Inc | 532,195 | $41.3M | 0.02% | +16,337+3.2% | Added |
| Norges Bank | 536,378 | $41.6M | 0.01% | −45,691−7.8% | Reduced |
| Natixis Advisors, L.P. | 538,464 | $41.8M | 0.08% | −10,182−1.9% | Reduced |
| Franklin Resources Inc | 544,506 | $42.3M | 0.01% | +98,098+22.0% | Added |
| Voloridge Investment Management, LLC | 577,695 | $44.8M | 0.17% | +119,487+26.1% | Added |
| Royal Bank of Canada | 625,919 | $48.6M | 0.01% | +238,721+61.7% | Added |
| Lord, Abbett & Co. LLC | 666,918 | $51.8M | 0.18% | +666,918 | New |
| Charles Schwab Investment Management Inc | 671,672 | $52.1M | 0.01% | +3,339+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 737,247 | $57.2M | 0.12% | +204,911+38.5% | Added |
| Amundi | 782,035 | $57.5M | 0.02% | +543,753+228.2% | Added |
| Millennium Management LLC | 783,619 | $60.8M | 0.06% | +605,252+339.3% | Added |
| UBS Asset Management Americas Inc | 801,056 | $62.2M | 0.02% | +45,019+6.0% | Added |
| FMR LLC | 914,241 | $71.0M | 0.00% | −318,984−25.9% | Reduced |
| Northern Trust Corp | 1,053,848 | $81.8M | 0.01% | −14,333−1.3% | Reduced |
| Bank of New York Mellon Corp | 1,132,943 | $88.0M | 0.02% | −38,800−3.3% | Reduced |
| Royce & Associates LP | 1,280,192 | $99.4M | 1.08% | −77,047−5.7% | Reduced |
| Boston Trust Walden Corp | 1,325,479 | $102.9M | 0.75% | +19,150+1.5% | Added |
| First Trust Advisors LP | 1,582,545 | $122.9M | 0.11% | +1,099,970+227.9% | Added |
| Invesco Ltd. | 1,702,962 | $132.2M | 0.03% | −552,075−24.5% | Reduced |
| Dimensional Fund Advisors LP | 1,732,511 | $134.5M | 0.03% | +111,065+6.8% | Added |
| Beutel, Goodman & Co Ltd. | 2,675,610 | $207.7M | 1.20% | +11,741+0.4% | Added |
| Geode Capital Management, LLC | 2,687,583 | $208.3M | 0.02% | +106,846+4.1% | Added |
| Bank of America Corp | 3,027,579 | $235.0M | 0.02% | +180,925+6.4% | Added |
| State Street Corp | 5,737,811 | $445.4M | 0.02% | +55,158+1.0% | Added |
| Morgan Stanley | 5,795,918 | $449.9M | 0.03% | +167,485+3.0% | Added |
| Loomis Sayles & Co L P | 8,720,051 | $676.9M | 0.98% | −117,256−1.3% | Reduced |
| BlackRock, Inc. | 11,370,412 | $882.7M | 0.02% | −132,245−1.1% | Reduced |
| Vanguard Group Inc | 11,461,187 | $889.7M | 0.02% | −139,086−1.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −745,895−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −109,804−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −89,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,282−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −33,130−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −29,125−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −19,747−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −17,408−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −7,949−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −6,658−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| BTS Asset Management, Inc. | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Phase 2 Partners, LLC | – | – | – | – | Not filed |