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, 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 |
|---|---|---|---|---|---|
| Haven Private, LLC | 2,878 | $223.4K | 0.13% | −3,283−53.3% | Reduced |
| M&T Bank Corp | 2,876 | $223.3K | 0.00% | −1,860−39.3% | Reduced |
| Gallacher Capital Management LLC | 2,871 | $222.9K | 0.11% | +2,871 | New |
| Avantra Family Wealth, Inc. | 2,850 | $221.2K | 0.21% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,825 | $219.3K | 0.00% | +2,825 | New |
| Hilltop Holdings Inc. | 2,782 | $216.0K | 0.01% | −5−0.2% | Reduced |
| Leo Wealth, LLC | 2,782 | $216.0K | 0.03% | +10+0.4% | Added |
| Aigen Investment Management, LP | 2,781 | $215.9K | 0.03% | +2,781 | New |
| Signaturefd, LLC | 2,760 | $214.3K | 0.00% | −58−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,747 | $213.3K | 0.00% | +17+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 2,685 | $208.4K | 0.01% | +200+8.0% | Added |
| Forum Financial Management, LP | 2,677 | $207.8K | 0.00% | +2,677 | New |
| Janney Montgomery Scott LLC | 2,654 | $206.0K | 0.00% | +2,654 | New |
| TrueWealth Advisors, LLC | 2,640 | $204.9K | 0.07% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,600 | $202.2K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,589 | $201.0K | 0.00% | +2,589 | New |
| Icon Wealth Advisors, LLC | 2,394 | $185.9K | 0.02% | +172+7.7% | Added |
| IFP Advisors, Inc | 1,936 | $157.8K | 0.00% | +1,394+257.2% | Added |
| Covestor Ltd | 1,942 | $151.0K | 0.10% | −191−9.0% | Reduced |
| Bryn Mawr Trust Co | 1,897 | $147.3K | 0.00% | +122+6.9% | Added |
| Hollencrest Capital Management | 1,896 | $147.2K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,835 | $142.0K | 0.00% | +202+12.4% | Added |
| Globeflex Capital L P | 1,800 | $139.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,748 | $135.7K | 0.00% | +1,748 | New |
| Hills Bank & Trust Co | 1,713 | $133.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,699 | $132.0K | 0.00% | +1,699 | New |
| Sachetta, LLC | 1,422 | $110.4K | 0.05% | +8+0.6% | Added |
| Royal London Asset Management Ltd | 1,419 | $110.2K | 0.00% | +1,419 | New |
| Principal Securities, Inc. | 1,324 | $109.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,364 | $105.9K | 0.00% | +1,282+1,563.4% | Added |
| Farther Finance Advisors, LLC | 1,334 | $103.1K | 0.00% | +681+104.3% | Added |
| Siemens Fonds Invest GmbH | 1,259 | $97.7K | 0.01% | +1,259 | New |
| Fifth Third Bancorp | 1,174 | $91.1K | 0.00% | −32−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,144 | $88.8K | 0.00% | +185+19.3% | Added |
| SRS Capital Advisors, Inc. | 1,126 | $87.4K | 0.01% | −494−30.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,048 | $81.4K | 0.00% | −16−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,041 | $80.8K | 0.00% | −112−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,006 | $78.1K | 0.00% | +146+17.0% | Added |
| Innovative Advisory Group, LLC | 1,000 | $77.6K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 934 | $72.5K | 0.00% | −2,218−70.4% | Reduced |
| South State Corp. | 930 | $72.2K | 0.00% | −23−2.4% | Reduced |
| Painted Porch Advisors LLC | 891 | $69.2K | 0.03% | −663−42.7% | Reduced |
| Private Trust Co NA | 879 | $68.2K | 0.01% | −17−1.9% | Reduced |
| Evolution Advisers, Inc. | 873 | $67.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $65.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 803 | $62.3K | 0.00% | +225+38.9% | Added |
| Ostrum Asset Management | 798 | $61.9K | 0.00% | −21−2.6% | Reduced |
| Toth Financial Advisory Corp | 666 | $51.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 663 | $51.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $50.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $48.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $47.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $46.6K | 0.00% | +97+19.3% | Added |
| Natixis | 596 | $45.9K | 0.00% | −15,152−96.2% | Reduced |
| Central Trust Co | 582 | $45.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 573 | $44.5K | 0.03% | +46+8.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $43.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 543 | $42.2K | 0.01% | +331+156.1% | Added |
| Smithfield Trust Co | 535 | $42.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 532 | $41.3K | 0.00% | +200+60.2% | Added |
| Washington Trust Advisors, Inc. | 519 | $40.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 511 | $39.7K | 0.00% | +511 | New |
| Allworth Financial LP | 463 | $36.5K | 0.00% | +11+2.4% | Added |
| Smartleaf Asset Management LLC | 470 | $36.2K | 0.00% | +31+7.1% | Added |
| DHJJ Financial Advisors, Ltd. | 445 | $34.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $30.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 326 | $25.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 320 | $24.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 315 | $24.4K | 0.00% | −9,847−96.9% | Reduced |
| Mather Group, LLC. | 313 | $24.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 309 | $24.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $23.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 292 | $22.5K | 0.00% | +104+55.3% | Added |
| Arlington Trust Co LLC | 248 | $19.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 210 | $16.3K | 0.00% | −41−16.3% | Reduced |
| Anchor Investment Management, LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 196 | $15.2K | 0.00% | +106+117.8% | Added |
| CIBC Private Wealth Group, LLC | 223 | $14.8K | 0.00% | −720−76.4% | Reduced |
| Spire Wealth Management | 188 | $14.6K | 0.00% | −1−0.5% | Reduced |
| Global X Japan Co., Ltd. | 184 | $14.3K | 0.00% | −5−2.6% | Reduced |
| North Star Investment Management Corp. | 174 | $13.5K | 0.00% | +1+0.6% | Added |
| Creative Financial Designs Inc | 172 | $13.4K | 0.00% | +45+35.4% | Added |
| Frazier Financial Advisors, LLC | 157 | $12.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 154 | $12.0K | 0.00% | +154 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | $11.2K | 0.00% | +144 | New |
| Hemington Wealth Management | 150 | $11.0K | 0.00% | +36+31.6% | Added |
| Copeland Capital Management, LLC | 135 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 125 | $9.67K | 0.00% | −2,568−95.4% | Reduced |
| Prestige Wealth Management Group LLC | 105 | $8.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $7.53K | 0.00% | −5−4.9% | Reduced |
| Zions Bancorporation, National Association | 96 | $7.45K | 0.00% | +96 | New |
| CVA Family Office, LLC | 94 | $7.30K | 0.00% | +7+8.0% | 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 |
| Financial Network Wealth Advisors LLC | 70 | $5.43K | 0.01% | +11+18.6% | Added |
| Hexagon Capital Partners LLC | 67 | $5.20K | 0.00% | +8+13.6% | Added |
| Bell Investment Advisors, Inc | 63 | $4.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 63 | $4.89K | 0.00% | 00.0% | Unchanged |