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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 600 | $54.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $55.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $58.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 666 | $59.8K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 676 | $60.7K | 0.02% | +13+2.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 740 | $66.0K | 0.00% | −69,532−98.9% | Reduced |
| WealthCollab, LLC | 766 | $68.8K | 0.04% | +193+33.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 825 | $74.0K | 0.00% | −467,502−99.8% | Reduced |
| Painted Porch Advisors LLC | 827 | $74.3K | 0.03% | −64−7.2% | Reduced |
| Evolution Advisers, Inc. | 873 | $78.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 873 | $78.4K | 0.01% | −6−0.7% | Reduced |
| Virtus ETF Advisers LLC | 900 | $80.9K | 0.05% | −2,394−72.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $80.9K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $81.0K | 0.00% | +906 | New |
| South State Corp. | 967 | $86.9K | 0.00% | +37+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,033 | $92.8K | 0.00% | −15−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,090 | $97.9K | 0.00% | +49+4.7% | Added |
| Versant Capital Management, Inc | 1,238 | $111.2K | 0.02% | +695+128.0% | Added |
| SRS Capital Advisors, Inc. | 967 | $114.4K | 0.01% | −159−14.1% | Reduced |
| Fifth Third Bancorp | 1,315 | $118.2K | 0.00% | +141+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,415 | $127.2K | 0.00% | +271+23.7% | Added |
| Sachetta, LLC | 1,431 | $128.6K | 0.05% | +9+0.6% | Added |
| Global Retirement Partners, LLC | 1,458 | $131.0K | 0.00% | +1,458 | New |
| EverSource Wealth Advisors, LLC | 1,499 | $134.7K | 0.01% | +493+49.0% | Added |
| Principal Securities, Inc. | 1,551 | $139.4K | 0.00% | +227+17.1% | Added |
| Hills Bank & Trust Co | 1,648 | $148.1K | 0.01% | −65−3.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,699 | $153.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,705 | $154.6K | 0.00% | −231−11.9% | Reduced |
| Farther Finance Advisors, LLC | 1,780 | $160.0K | 0.00% | +446+33.4% | Added |
| Covestor Ltd | 1,801 | $162.0K | 0.10% | −141−7.3% | Reduced |
| Hollencrest Capital Management | 1,900 | $170.7K | 0.01% | +4+0.2% | Added |
| Bryn Mawr Trust Co | 1,924 | $172.9K | 0.00% | +27+1.4% | Added |
| iA Global Asset Management Inc. | 1,943 | $175.0K | 0.00% | +108+5.9% | Added |
| Aster Capital Management (DIFC) Ltd | 2,114 | $190.0K | 0.04% | −4,647−68.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,218 | $199.3K | 0.01% | +2,218 | New |
| Genesis Private Wealth, LLC | 2,235 | $200.8K | 0.09% | +2,235 | New |
| Claro Advisors LLC | 2,241 | $201.4K | 0.03% | +2,241 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,269 | $203.9K | 0.01% | −1,702−42.9% | Reduced |
| Chicago Partners Investment Group LLC | 2,282 | $205.4K | 0.01% | +2,282 | New |
| Paces Ferry Wealth Advisors, LLC | 2,300 | $206.7K | 0.09% | +2,300 | New |
| Tower Research Capital LLC (TRC) | 2,302 | $206.9K | 0.01% | −2,478−51.8% | Reduced |
| HighPoint Advisor Group LLC | 2,313 | $207.8K | 0.01% | +2,313 | New |
| EP Wealth Advisors, LLC | 2,336 | $209.9K | 0.00% | +2,336 | New |
| Koshinski Asset Management, Inc. | 2,346 | $210.8K | 0.02% | +2,346 | New |
| QRG Capital Management, Inc. | 2,349 | $211.1K | 0.00% | +2,349 | New |
| Scientech Research LLC | 2,399 | $215.6K | 0.05% | +2,399 | New |
| J. W. Coons Advisors, LLC | 2,430 | $218.4K | 0.05% | +2,430 | New |
| Dorsey & Whitney Trust CO LLC | 2,497 | $224.4K | 0.01% | +2,497 | New |
| RSM US Wealth Management LLC | 2,500 | $224.6K | 0.00% | +2,500 | New |
| Pitcairn Co | 2,549 | $229.1K | 0.02% | −660−20.6% | Reduced |
| Hilltop Holdings Inc. | 2,595 | $233.2K | 0.01% | −187−6.7% | Reduced |
| TrueWealth Advisors, LLC | 2,640 | $237.2K | 0.07% | 00.0% | Unchanged |
| Apriem Advisors | 2,648 | $237.9K | 0.03% | +2,648 | New |
| Forum Financial Management, LP | 2,679 | $240.8K | 0.00% | +2+0.1% | Added |
| Everence Capital Management Inc | 2,730 | $245.0K | 0.02% | +2,730 | New |
| Icon Wealth Advisors, LLC | 2,799 | $251.5K | 0.02% | +405+16.9% | Added |
| Signaturefd, LLC | 2,815 | $253.0K | 0.00% | +55+2.0% | Added |
| Change Path, LLC | 2,837 | $254.9K | 0.01% | −1,313−31.6% | Reduced |
| Syon Capital LLC | 2,840 | $255.2K | 0.02% | +2,840 | New |
| Avantra Family Wealth, Inc. | 2,850 | $256.1K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,851 | $256.1K | 0.01% | +2,851 | New |
| DRW Securities, LLC | 2,875 | $258.3K | 0.02% | +2,875 | New |
| Leo Wealth, LLC | 2,886 | $259.3K | 0.02% | +104+3.7% | Added |
| Meeder Advisory Services, Inc. | 2,895 | $260.2K | 0.01% | −33−1.1% | Reduced |
| Modern Wealth Management, LLC | 2,911 | $261.6K | 0.01% | +2,911 | New |
| Federation des caisses Desjardins du Quebec | 2,970 | $266.9K | 0.00% | −3,991−57.3% | Reduced |
| Institute for Wealth Management, LLC. | 2,982 | $268.0K | 0.03% | +2,982 | New |
| NBT Bank N A | 3,062 | $275.2K | 0.02% | +17+0.6% | Added |
| Congress Wealth Management LLC | 3,120 | $280.4K | 0.00% | +3,120 | New |
| Korea Investment CORP | 3,172 | $285.0K | 0.00% | −111,512−97.2% | Reduced |
| Royal Capital Wealth Management, LLC | 3,201 | $287.7K | 0.19% | +10.0% | Added |
| M&T Bank Corp | 3,217 | $289.1K | 0.00% | +341+11.9% | Added |
| Applied Finance Capital Management, LLC | 3,238 | $291.0K | 0.02% | +3,238 | New |
| Longboard Asset Management, LP | 3,270 | $293.8K | 0.73% | +35+1.1% | Added |
| Hardy Reed LLC | 3,288 | $295.5K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $296.5K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,419 | $307.2K | 0.06% | +3,419 | New |
| Shelton Capital Management | 3,430 | $308.2K | 0.01% | −99−2.8% | Reduced |
| Farringdon Capital, Ltd. | 3,438 | $308.9K | 0.10% | +3,438 | New |
| Par Capital Management Inc | 3,500 | $314.5K | 0.01% | −4,000−53.3% | Reduced |
| Private Advisor Group, LLC | 3,576 | $321.3K | 0.00% | +3,576 | New |
| Y-Intercept (Hong Kong) Ltd | 3,585 | $322.1K | 0.01% | +3,585 | New |
| EntryPoint Capital, LLC | 3,603 | $323.8K | 0.16% | −487−11.9% | Reduced |
| AE Wealth Management LLC | 3,677 | $330.5K | 0.00% | −177−4.6% | Reduced |
| Prudential PLC | 3,680 | $330.7K | 0.00% | −2,429−39.8% | Reduced |
| Morningstar Investment Management LLC | 3,706 | $333.0K | 0.03% | +3,706 | New |
| Cullen Investment Group, Ltd. | 3,884 | $349.0K | 0.05% | +22+0.6% | Added |
| Lindenwold Advisors | 3,890 | $349.6K | 0.18% | −18−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 3,940 | $354.0K | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,964 | $356.2K | 0.00% | +9+0.2% | Added |
| Bessemer Group Inc | 3,983 | $358.0K | 0.00% | −301−7.0% | Reduced |
| WBH Advisory Inc | 4,000 | $359.4K | 0.03% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $359.4K | 0.31% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,002 | $359.6K | 0.00% | +2,638+193.4% | Added |
| Florida Financial Advisors, LLC | 4,041 | $363.1K | 0.12% | −173−4.1% | Reduced |
| Oxford Asset Management LLP | 4,048 | $363.8K | 0.12% | +4,048 | New |
| Valley National Advisers Inc | 4,082 | $366.0K | 0.06% | −129−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,083 | $366.9K | 0.02% | −459−10.1% | Reduced |
| Colony Group, LLC | 4,117 | $370.0K | 0.00% | +4,117 | New |
| Public Employees Retirement Association of Colorado | 4,145 | $372.0K | 0.00% | 00.0% | Unchanged |