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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 60 | $4.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $4.35K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $3.57K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 43 | $3.34K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 43 | $3.34K | 0.02% | +43 | New |
| West Paces Advisors Inc. | 42 | $3.26K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 42 | $3.26K | 0.00% | +42 | New |
| Crowley Wealth Management, Inc. | 40 | $3.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $2.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hughes Financial Services, LLC | 35 | $2.71K | 0.00% | +35 | New |
| True Wealth Design, LLC | 34 | $2.64K | 0.00% | +34 | New |
| Larson Financial Group LLC | 33 | $2.60K | 0.00% | −8−19.5% | Reduced |
| Red Tortoise LLC | 33 | $2.56K | 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 |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 25 | $1.94K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 22 | $1.71K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 22 | $1.71K | 0.00% | +22 | New |
| Granite FO LLC | 21 | $1.63K | 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 |
| Assetmark, Inc | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| NewSquare Capital LLC | 11 | $854 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $854 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 10 | $776 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $699 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 5 | $389 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $389 | 0.00% | +5 | New |
| Activest Wealth Management | 5 | $388 | 0.00% | +4+400.0% | Added |
| AdvisorNet Financial, Inc | 5 | $388 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $365 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $311 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $233 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $233 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $232 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 2 | $155 | 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 |
| Fairman Group, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| 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 |