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, 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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 8,965 | $746.4K | 0.01% | +4,124+85.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,145 | $731.9K | 0.03% | +1,976+32.0% | Added |
| Kestra Private Wealth Services, LLC | 8,046 | $723.0K | 0.01% | +5,299+192.9% | Added |
| Quadrant Capital Group LLC | 7,995 | $718.4K | 0.03% | +3,966+98.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,990 | $718.4K | 0.01% | +7,990 | New |
| CoreCap Advisors, LLC | 7,973 | $716.5K | 0.03% | −1,733−17.9% | Reduced |
| Portside Wealth Group, LLC | 7,943 | $713.8K | 0.11% | +1,514+23.5% | Added |
| Investment Management Corp | 7,789 | $699.9K | 0.63% | 00.0% | Unchanged |
| Atom Investors LP | 7,626 | $685.3K | 0.06% | +7,626 | New |
| NewEdge Wealth, LLC | 7,861 | $682.7K | 0.01% | +7,861 | New |
| Nilsine Partners, LLC | 7,520 | $675.7K | 0.07% | −59−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,384 | $663.5K | 0.02% | +1,828+32.9% | Added |
| Hillsdale Investment Management Inc. | 7,300 | $656.0K | 0.02% | −3,700−33.6% | Reduced |
| Securian Asset Management, Inc | 7,205 | $647.4K | 0.02% | −101−1.4% | Reduced |
| Readystate Asset Management LP | 7,123 | $640.1K | 0.03% | +7,123 | New |
| Picton Mahoney Asset Management | 7,037 | $632.0K | 0.01% | −7,465−51.5% | Reduced |
| Wellington Shields & Co., LLC | 7,000 | $629.0K | 0.18% | −1,000−12.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,911 | $621.0K | 0.00% | +274+4.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,778 | $609.1K | 0.06% | −31,642−82.4% | Reduced |
| Evergreen Capital Management LLC | 6,755 | $607.0K | 0.02% | +6,755 | New |
| GAMMA Investing LLC | 6,729 | $604.7K | 0.04% | +668+11.0% | Added |
| Fayez Sarofim & Co | 6,675 | $599.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,652 | $597.8K | 0.01% | +6,652 | New |
| Fox Run Management, L.L.C. | 6,644 | $597.0K | 0.10% | +6,644 | New |
| Haverford Trust Co | 6,613 | $594.2K | 0.01% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 6,596 | $592.7K | 0.12% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 6,415 | $576.5K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,423 | $573.0K | 0.00% | +48+0.8% | Added |
| Advisor OS, LLC | 6,322 | $568.1K | 0.06% | +191+3.1% | Added |
| Lansing Street Advisors | 6,316 | $567.6K | 0.17% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,292 | $565.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,286 | $564.9K | 0.01% | +139+2.3% | Added |
| Bayforest Capital Ltd | 6,227 | $559.6K | 0.24% | −3,794−37.9% | Reduced |
| Diversify Advisory Services, LLC | 6,351 | $559.3K | 0.02% | +6,351 | New |
| Snowden Capital Advisors LLC | 6,220 | $558.9K | 0.02% | +1,381+28.5% | Added |
| Panagora Asset Management Inc | 6,094 | $547.6K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,066 | $545.1K | 0.19% | −325−5.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,889 | $529.2K | 0.15% | +5,889 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,830 | $523.9K | 0.01% | +1,645+39.3% | Added |
| MML Investors Services, LLC | 5,788 | $520.0K | 0.00% | −823−12.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,779 | $519.3K | 0.01% | +179+3.2% | Added |
| Ashton Thomas Securities, LLC | 5,716 | $513.6K | 0.12% | +50+0.9% | Added |
| MJP Associates Inc | 5,679 | $510.3K | 0.08% | +402+7.6% | Added |
| Summit Trail Advisors, LLC | 5,657 | $508.4K | 0.01% | +5,657 | New |
| Two Sigma Securities, LLC | 5,559 | $499.5K | 0.06% | +5,559 | New |
| AdvisorShares Investments LLC | 5,547 | $498.5K | 0.09% | −373−6.3% | Reduced |
| Standard Life Aberdeen plc | 5,064 | $455.1K | 0.00% | +1,682+49.7% | Added |
| Harvest Investment Services, LLC | 5,021 | $451.2K | 0.10% | +5,021 | New |
| Cadent Capital Advisors, LLC | 4,855 | $436.3K | 0.14% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,830 | $434.0K | 0.00% | −10,058−67.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,775 | $429.1K | 0.11% | +1,128+30.9% | Added |
| Maryland State Retirement & Pension System | 4,670 | $419.6K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 4,666 | $419.3K | 0.00% | −22,224−82.6% | Reduced |
| Legacy Financial Advisors, Inc. | 4,604 | $413.7K | 0.06% | −45−1.0% | Reduced |
| Financial Advocates Investment Management | 4,569 | $410.6K | 0.03% | +4,569 | New |
| Stonegate Investment Group, LLC | 4,538 | $407.8K | 0.01% | +1,157+34.2% | Added |
| Ethic Inc. | 4,503 | $403.3K | 0.01% | +133+3.0% | Added |
| Ci Investments Inc. | 4,417 | $397.0K | 0.00% | −218−4.7% | Reduced |
| State of Wyoming | 4,410 | $396.3K | 0.05% | −5,051−53.4% | Reduced |
| Advyzon Investment Management, LLC | 4,374 | $393.1K | 0.09% | +4,374 | New |
| TownSquare Capital, LLC | 4,333 | $389.4K | 0.04% | −39,779−90.2% | Reduced |
| Impact Partnership Wealth, LLC | 4,280 | $384.6K | 0.07% | +598+16.2% | Added |
| Camden Capital, LLC | 4,227 | $379.9K | 0.04% | +331+8.5% | Added |
| CIBC Asset Management Inc | 4,143 | $372.3K | 0.00% | −42,743−91.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,145 | $372.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 4,117 | $370.0K | 0.00% | +4,117 | New |
| Fifth Third Wealth Advisors LLC | 4,083 | $366.9K | 0.02% | −459−10.1% | Reduced |
| Valley National Advisers Inc | 4,082 | $366.0K | 0.06% | −129−3.1% | Reduced |
| Oxford Asset Management LLP | 4,048 | $363.8K | 0.12% | +4,048 | New |
| Florida Financial Advisors, LLC | 4,041 | $363.1K | 0.12% | −173−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,002 | $359.6K | 0.00% | +2,638+193.4% | Added |
| 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 |
| Bessemer Group Inc | 3,983 | $358.0K | 0.00% | −301−7.0% | Reduced |
| Kestra Advisory Services, LLC | 3,964 | $356.2K | 0.00% | +9+0.2% | Added |
| Citadel Investment Advisory, Inc. | 3,940 | $354.0K | 0.17% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,890 | $349.6K | 0.18% | −18−0.5% | Reduced |
| Cullen Investment Group, Ltd. | 3,884 | $349.0K | 0.05% | +22+0.6% | Added |
| Morningstar Investment Management LLC | 3,706 | $333.0K | 0.03% | +3,706 | New |
| Prudential PLC | 3,680 | $330.7K | 0.00% | −2,429−39.8% | Reduced |
| AE Wealth Management LLC | 3,677 | $330.5K | 0.00% | −177−4.6% | Reduced |
| EntryPoint Capital, LLC | 3,603 | $323.8K | 0.16% | −487−11.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,585 | $322.1K | 0.01% | +3,585 | New |
| Private Advisor Group, LLC | 3,576 | $321.3K | 0.00% | +3,576 | New |
| Par Capital Management Inc | 3,500 | $314.5K | 0.01% | −4,000−53.3% | Reduced |
| Farringdon Capital, Ltd. | 3,438 | $308.9K | 0.10% | +3,438 | New |
| Shelton Capital Management | 3,430 | $308.2K | 0.01% | −99−2.8% | Reduced |
| Gibbs Wealth Management | 3,419 | $307.2K | 0.06% | +3,419 | New |
| Mairs & Power Inc | 3,300 | $296.5K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,288 | $295.5K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,270 | $293.8K | 0.73% | +35+1.1% | Added |
| Applied Finance Capital Management, LLC | 3,238 | $291.0K | 0.02% | +3,238 | New |
| M&T Bank Corp | 3,217 | $289.1K | 0.00% | +341+11.9% | Added |
| Royal Capital Wealth Management, LLC | 3,201 | $287.7K | 0.19% | +10.0% | Added |
| Korea Investment CORP | 3,172 | $285.0K | 0.00% | −111,512−97.2% | Reduced |
| Congress Wealth Management LLC | 3,120 | $280.4K | 0.00% | +3,120 | New |
| NBT Bank N A | 3,062 | $275.2K | 0.02% | +17+0.6% | Added |
| Institute for Wealth Management, LLC. | 2,982 | $268.0K | 0.03% | +2,982 | New |
| Federation des caisses Desjardins du Quebec | 2,970 | $266.9K | 0.00% | −3,991−57.3% | Reduced |
| Modern Wealth Management, LLC | 2,911 | $261.6K | 0.01% | +2,911 | New |