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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,143 | $372.3K | 0.00% | −42,743−91.2% | Reduced |
| Camden Capital, LLC | 4,227 | $379.9K | 0.04% | +331+8.5% | Added |
| Impact Partnership Wealth, LLC | 4,280 | $384.6K | 0.07% | +598+16.2% | Added |
| TownSquare Capital, LLC | 4,333 | $389.4K | 0.04% | −39,779−90.2% | Reduced |
| Advyzon Investment Management, LLC | 4,374 | $393.1K | 0.09% | +4,374 | New |
| State of Wyoming | 4,410 | $396.3K | 0.05% | −5,051−53.4% | Reduced |
| Ci Investments Inc. | 4,417 | $397.0K | 0.00% | −218−4.7% | Reduced |
| Ethic Inc. | 4,503 | $403.3K | 0.01% | +133+3.0% | Added |
| Stonegate Investment Group, LLC | 4,538 | $407.8K | 0.01% | +1,157+34.2% | Added |
| Financial Advocates Investment Management | 4,569 | $410.6K | 0.03% | +4,569 | New |
| Legacy Financial Advisors, Inc. | 4,604 | $413.7K | 0.06% | −45−1.0% | Reduced |
| Omers Administration Corp | 4,666 | $419.3K | 0.00% | −22,224−82.6% | Reduced |
| Maryland State Retirement & Pension System | 4,670 | $419.6K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,775 | $429.1K | 0.11% | +1,128+30.9% | Added |
| Intech Investment Management LLC | 4,830 | $434.0K | 0.00% | −10,058−67.6% | Reduced |
| Cadent Capital Advisors, LLC | 4,855 | $436.3K | 0.14% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 5,021 | $451.2K | 0.10% | +5,021 | New |
| Standard Life Aberdeen plc | 5,064 | $455.1K | 0.00% | +1,682+49.7% | Added |
| AdvisorShares Investments LLC | 5,547 | $498.5K | 0.09% | −373−6.3% | Reduced |
| Two Sigma Securities, LLC | 5,559 | $499.5K | 0.06% | +5,559 | New |
| Summit Trail Advisors, LLC | 5,657 | $508.4K | 0.01% | +5,657 | New |
| MJP Associates Inc | 5,679 | $510.3K | 0.08% | +402+7.6% | Added |
| Ashton Thomas Securities, LLC | 5,716 | $513.6K | 0.12% | +50+0.9% | Added |
| Concurrent Investment Advisors, LLC | 5,779 | $519.3K | 0.01% | +179+3.2% | Added |
| MML Investors Services, LLC | 5,788 | $520.0K | 0.00% | −823−12.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,830 | $523.9K | 0.01% | +1,645+39.3% | Added |
| Catalyst Funds Management Pty Ltd | 5,889 | $529.2K | 0.15% | +5,889 | New |
| Baker Tilly Wealth Management, LLC | 6,066 | $545.1K | 0.19% | −325−5.1% | Reduced |
| Panagora Asset Management Inc | 6,094 | $547.6K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,220 | $558.9K | 0.02% | +1,381+28.5% | Added |
| Diversify Advisory Services, LLC | 6,351 | $559.3K | 0.02% | +6,351 | New |
| Bayforest Capital Ltd | 6,227 | $559.6K | 0.24% | −3,794−37.9% | Reduced |
| Clearstead Advisors, LLC | 6,286 | $564.9K | 0.01% | +139+2.3% | Added |
| Beaumont Financial Advisors, LLC | 6,292 | $565.4K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,316 | $567.6K | 0.17% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,322 | $568.1K | 0.06% | +191+3.1% | Added |
| DekaBank Deutsche Girozentrale | 6,423 | $573.0K | 0.00% | +48+0.8% | Added |
| Fullerton Fund Management Co Ltd. | 6,415 | $576.5K | 0.02% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 6,596 | $592.7K | 0.12% | 00.0% | Unchanged |
| Haverford Trust Co | 6,613 | $594.2K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,644 | $597.0K | 0.10% | +6,644 | New |
| Jump Financial, LLC | 6,652 | $597.8K | 0.01% | +6,652 | New |
| Fayez Sarofim & Co | 6,675 | $599.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,729 | $604.7K | 0.04% | +668+11.0% | Added |
| Evergreen Capital Management LLC | 6,755 | $607.0K | 0.02% | +6,755 | New |
| Procyon Private Wealth Partners, LLC | 6,778 | $609.1K | 0.06% | −31,642−82.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,911 | $621.0K | 0.00% | +274+4.1% | Added |
| Wellington Shields & Co., LLC | 7,000 | $629.0K | 0.18% | −1,000−12.5% | Reduced |
| Picton Mahoney Asset Management | 7,037 | $632.0K | 0.01% | −7,465−51.5% | Reduced |
| Readystate Asset Management LP | 7,123 | $640.1K | 0.03% | +7,123 | New |
| Securian Asset Management, Inc | 7,205 | $647.4K | 0.02% | −101−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 7,300 | $656.0K | 0.02% | −3,700−33.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,384 | $663.5K | 0.02% | +1,828+32.9% | Added |
| Nilsine Partners, LLC | 7,520 | $675.7K | 0.07% | −59−0.8% | Reduced |
| NewEdge Wealth, LLC | 7,861 | $682.7K | 0.01% | +7,861 | New |
| Atom Investors LP | 7,626 | $685.3K | 0.06% | +7,626 | New |
| Investment Management Corp | 7,789 | $699.9K | 0.63% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,943 | $713.8K | 0.11% | +1,514+23.5% | Added |
| CoreCap Advisors, LLC | 7,973 | $716.5K | 0.03% | −1,733−17.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,990 | $718.4K | 0.01% | +7,990 | New |
| Quadrant Capital Group LLC | 7,995 | $718.4K | 0.03% | +3,966+98.4% | Added |
| Kestra Private Wealth Services, LLC | 8,046 | $723.0K | 0.01% | +5,299+192.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,145 | $731.9K | 0.03% | +1,976+32.0% | Added |
| Kestra Investment Management, LLC | 8,965 | $746.4K | 0.01% | +4,124+85.2% | Added |
| Glenmede Investment Management, LP | 8,425 | $757.1K | 0.00% | +8,425 | New |
| Mariner, LLC | 8,429 | $757.5K | 0.00% | +3,359+66.3% | Added |
| South Dakota Investment Council | 8,528 | $766.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,999 | $808.0K | 0.07% | +9+0.1% | Added |
| Harrell Investment Partners, LLC | 9,032 | $811.6K | 0.21% | +9,032 | New |
| Cresset Asset Management, LLC | 9,138 | $821.1K | 0.00% | −4,622−33.6% | Reduced |
| Pacer Advisors, Inc. | 9,224 | $828.9K | 0.00% | +3,691+66.7% | Added |
| Patten & Patten Inc | 9,400 | $844.7K | 0.05% | −100−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,408 | $845.4K | 0.01% | +69+0.7% | Added |
| Landscape Capital Management, L.L.C. | 9,480 | $851.9K | 0.07% | +9,480 | New |
| Patton Albertson Miller Group, LLC | 9,650 | $867.1K | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9,700 | $871.6K | 0.04% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $898.6K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,112 | $908.7K | 0.01% | −1,017−9.1% | Reduced |
| ExodusPoint Capital Management, LP | 10,202 | $917.0K | 0.01% | −93,402−90.2% | Reduced |
| MQS Management LLC | 10,227 | $919.0K | 0.51% | +2,544+33.1% | Added |
| Commerce Bank | 10,271 | $923.0K | 0.01% | +19+0.2% | Added |
| BancorpSouth Bank | 10,409 | $935.4K | 0.06% | −142−1.3% | Reduced |
| Federated Hermes, Inc. | 10,420 | $936.3K | 0.00% | −434−4.0% | Reduced |
| 111 Capital | 10,467 | $940.6K | 0.16% | +10,467 | New |
| Dynamic Technology Lab Private Ltd | 10,589 | $952.0K | 0.13% | +10,589 | New |
| Gsa Capital Partners LLP | 10,667 | $959.0K | 0.07% | +10,667 | New |
| Mercer Global Advisors Inc | 10,673 | $959.2K | 0.00% | +3,330+45.3% | Added |
| Cetera Investment Advisers | 10,890 | $978.5K | 0.00% | +4,308+65.5% | Added |
| LMR Partners LLP | 10,957 | $984.6K | 0.02% | +10,957 | New |
| 1832 Asset Management L.P. | 11,043 | $992.3K | 0.00% | −2,582−19.0% | Reduced |
| Headlands Technologies LLC | 11,077 | $995.4K | 0.12% | −4,204−27.5% | Reduced |
| Xponance, Inc. | 11,107 | $998.1K | 0.01% | −5,966−34.9% | Reduced |
| Novem Group | 11,305 | $1.02M | 0.13% | +11,305 | New |
| Erste Asset Management GmbH | 11,400 | $1.02M | 0.01% | +11,400 | New |
| Marshall Financial Group LLC | 11,163 | $1.03M | 0.20% | +11,163 | New |
| Aviva PLC | 11,550 | $1.04M | 0.00% | +3,613+45.5% | Added |
| HighTower Advisors, LLC | 11,731 | $1.05M | 0.00% | +234+2.0% | Added |
| Polar Asset Management Partners Inc. | 11,900 | $1.07M | 0.03% | +11,900 | New |
| SG Americas Securities, LLC | 11,986 | $1.08M | 0.00% | +6,498+118.4% | Added |
| Buckingham Strategic Partners | 12,096 | $1.09M | 0.01% | +1,403+13.1% | Added |