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, Q2 2025

Institutional positions in SEI Investments Co as of Jun 30, 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: 564; +26 vs. Q1 2025
Shares held: 90.1M; −3.55M (−3.8%) vs. Q1 2025
Total value: $8.09B; +$829.7M (+11.4%) vs. Q1 2025
New holders: 105; 184 more added
Sold out: 79; 197 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 564 institutions

Value heldQ2 2025: $8.09B

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, Q2 2025

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2025.

Institutions holding SEIC in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Fairman Group, LLC	1	$76	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	1	$90	0.00%	00.0%	Unchanged
TFC Financial Management	1	$90	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	4	$359	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	5	$449	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	5	$450	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	5	$450	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	5	$452	0.00%	+5	New
Bay Harbor Wealth Management, LLC	6	$539	0.00%	+3+100.0%	Added
SBI Securities Co., Ltd.	6	$539	0.00%	+4+200.0%	Added
Stephens Consulting, LLC	8	$719	0.00%	+8	New
Highline Wealth Partners LLC	9	$809	0.00%	−2−18.2%	Reduced
Financial Management Professionals, Inc.	10	$899	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	11	$988	0.00%	+8+266.7%	Added
Winthrop Capital Management, LLC	12	$1.00K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	13	$1.00K	0.00%	+13	New
Cromwell Holdings LLC	13	$1.17K	0.00%	+13	New
Beaird Harris Wealth Management, LLC	19	$1.71K	0.00%	+19	New
Granite FO LLC	21	$1.89K	0.00%	00.0%	Unchanged
North Capital, Inc.	22	$1.98K	0.00%	00.0%	Unchanged
First Command Advisory Services, Inc.	25	$2.25K	0.00%	00.0%	Unchanged
Ameritas Advisory Services, LLC	27	$2.43K	0.00%	+27	New
DiNuzzo Private Wealth, Inc.	28	$2.52K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	35	$2.89K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	33	$2.91K	0.00%	−2−5.7%	Reduced
Red Tortoise LLC	33	$2.96K	0.00%	00.0%	Unchanged
Colonial Trust Co	34	$3.06K	0.00%	+34	New
St Germain D J Co Inc	35	$3.15K	0.00%	00.0%	Unchanged
Twin Peaks Wealth Advisors, LLC	40	$3.52K	0.00%	+40	New
Crowley Wealth Management, Inc.	40	$3.59K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	40	$3.59K	0.00%	+20+100.0%	Added
Fortitude Family Office, LLC	41	$3.68K	0.00%	+41	New
Grove Bank & Trust	42	$3.77K	0.00%	00.0%	Unchanged
Assetmark, Inc	42	$3.77K	0.00%	+29+223.1%	Added
True Wealth Design, LLC	42	$3.77K	0.00%	+8+23.5%	Added
Carolina Wealth Advisors, LLC	43	$3.86K	0.00%	00.0%	Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	49	$4.00K	0.00%	−23,385−99.8%	Reduced
Montag A & Associates Inc	46	$4.13K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	49	$4.40K	0.00%	−1−2.0%	Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	53	$4.76K	0.00%	−78,248−99.9%	Reduced
Harbour Investments, Inc.	55	$4.94K	0.00%	−1−1.8%	Reduced
Avion Wealth	58	$5.00K	0.00%	+31+114.8%	Added
Parkside Financial Bank & Trust	56	$5.03K	0.00%	+19+51.4%	Added
Private Wealth Management Group, LLC	57	$5.12K	0.00%	−3−5.0%	Reduced
Bogart Wealth, LLC	58	$5.21K	0.00%	+58	New
Bare Financial Services, Inc	62	$5.57K	0.00%	+53+588.9%	Added
Trust Co of Vermont	63	$5.66K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	63	$5.66K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	63	$5.66K	0.00%	+43+215.0%	Added
Hantz Financial Services, Inc.	75	$7.00K	0.00%	+63+525.0%	Added
Farmers & Merchants Investments Inc	81	$7.28K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	81	$7.32K	0.00%	+48+145.5%	Added
Vermillion & White Wealth Management Group, LLC	83	$7.46K	0.00%	+83	New
Financial Network Wealth Advisors LLC	87	$7.82K	0.01%	+17+24.3%	Added
CVA Family Office, LLC	94	$8.45K	0.00%	00.0%	Unchanged
Zions Bancorporation, National Association	95	$8.54K	0.00%	−1−1.0%	Reduced
CIBC Private Wealth Group, LLC	96	$8.63K	0.00%	−127−57.0%	Reduced
Innovative Advisory Group, LLC	100	$8.99K	0.01%	−900−90.0%	Reduced
Prestige Wealth Management Group LLC	105	$9.44K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	106	$9.53K	0.00%	+106	New
JFS Wealth Advisors, LLC	108	$9.71K	0.00%	+11+11.3%	Added
GWM Advisors LLC	129	$11.6K	0.00%	+4+3.2%	Added
Global X Japan Co., Ltd.	129	$11.6K	0.00%	−55−29.9%	Reduced
Bartlett & Co. Wealth Management LLC	131	$11.8K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	135	$12.1K	0.00%	00.0%	Unchanged
Access Investment Management LLC	138	$12.4K	0.00%	+138	New
Huntington National Bank	142	$12.8K	0.00%	−792−84.8%	Reduced
SJS Investment Consulting Inc.	147	$13.2K	0.00%	−179−54.9%	Reduced
Frazier Financial Advisors, LLC	157	$14.1K	0.01%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	161	$14.5K	0.00%	+31+23.8%	Added
Optiver Holding B.V.	167	$15.0K	0.00%	+167	New
North Star Investment Management Corp.	175	$15.7K	0.00%	+1+0.6%	Added
Creative Financial Designs Inc	179	$16.1K	0.00%	+7+4.1%	Added
Spire Wealth Management	188	$16.9K	0.00%	00.0%	Unchanged
Hemington Wealth Management	196	$17.0K	0.00%	+46+30.7%	Added
Anchor Investment Management, LLC	200	$18.0K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	216	$19.3K	0.00%	−254−54.0%	Reduced
NewSquare Capital LLC	231	$20.8K	0.00%	+220+2,000.0%	Added
DHJJ Financial Advisors, Ltd.	235	$21.1K	0.01%	−210−47.2%	Reduced
Osterweis Capital Management Inc	246	$22.1K	0.00%	+246	New
Arlington Trust Co LLC	248	$22.3K	0.00%	00.0%	Unchanged
Natixis	282	$25.3K	0.00%	−314−52.7%	Reduced
First Horizon Advisors, Inc.	297	$26.7K	0.00%	−506−63.0%	Reduced
HM Payson & Co	300	$27.0K	0.00%	00.0%	Unchanged
Allworth Financial LP	300	$27.0K	0.00%	−163−35.2%	Reduced
Asset Dedication, LLC	320	$28.8K	0.00%	00.0%	Unchanged
Skopos Labs, Inc.	340	$30.6K	0.00%	+144+73.5%	Added
Jones Financial Companies LLLP	370	$33.1K	0.00%	+78+26.7%	Added
CoreFirst Bank & Trust	373	$33.5K	0.02%	+373	New
Medallion Wealth Advisors, LLC	400	$36.6K	0.01%	00.0%	Unchanged
Addison Advisors LLC	457	$41.1K	0.01%	+247+117.6%	Added
Harbor Capital Advisors, Inc.	497	$45.0K	0.00%	+497	New
Thurston, Springer, Miller, Herd & Titak, Inc.	507	$45.6K	0.01%	+363+252.1%	Added
Quarry LP	510	$45.8K	0.01%	+510	New
National Bank of Canada	513	$46.1K	0.00%	+198+62.9%	Added
Washington Trust Advisors, Inc.	519	$46.6K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	532	$47.8K	0.00%	00.0%	Unchanged
Smithfield Trust Co	535	$48.0K	0.00%	00.0%	Unchanged
MAI Capital Management	574	$51.6K	0.00%	−26−4.3%	Reduced
Central Trust Co	582	$52.3K	0.00%	00.0%	Unchanged