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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 2,895 | $260.2K | 0.01% | −33−1.1% | Reduced |
| Leo Wealth, LLC | 2,886 | $259.3K | 0.02% | +104+3.7% | Added |
| DRW Securities, LLC | 2,875 | $258.3K | 0.02% | +2,875 | New |
| J.W. Cole Advisors, Inc. | 2,851 | $256.1K | 0.01% | +2,851 | New |
| Avantra Family Wealth, Inc. | 2,850 | $256.1K | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 2,840 | $255.2K | 0.02% | +2,840 | New |
| Change Path, LLC | 2,837 | $254.9K | 0.01% | −1,313−31.6% | Reduced |
| Signaturefd, LLC | 2,815 | $253.0K | 0.00% | +55+2.0% | Added |
| Icon Wealth Advisors, LLC | 2,799 | $251.5K | 0.02% | +405+16.9% | Added |
| Everence Capital Management Inc | 2,730 | $245.0K | 0.02% | +2,730 | New |
| Forum Financial Management, LP | 2,679 | $240.8K | 0.00% | +2+0.1% | Added |
| Apriem Advisors | 2,648 | $237.9K | 0.03% | +2,648 | New |
| TrueWealth Advisors, LLC | 2,640 | $237.2K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,595 | $233.2K | 0.01% | −187−6.7% | Reduced |
| Pitcairn Co | 2,549 | $229.1K | 0.02% | −660−20.6% | Reduced |
| RSM US Wealth Management LLC | 2,500 | $224.6K | 0.00% | +2,500 | New |
| Dorsey & Whitney Trust CO LLC | 2,497 | $224.4K | 0.01% | +2,497 | New |
| J. W. Coons Advisors, LLC | 2,430 | $218.4K | 0.05% | +2,430 | New |
| Scientech Research LLC | 2,399 | $215.6K | 0.05% | +2,399 | New |
| QRG Capital Management, Inc. | 2,349 | $211.1K | 0.00% | +2,349 | New |
| Koshinski Asset Management, Inc. | 2,346 | $210.8K | 0.02% | +2,346 | New |
| EP Wealth Advisors, LLC | 2,336 | $209.9K | 0.00% | +2,336 | New |
| HighPoint Advisor Group LLC | 2,313 | $207.8K | 0.01% | +2,313 | New |
| Tower Research Capital LLC (TRC) | 2,302 | $206.9K | 0.01% | −2,478−51.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,300 | $206.7K | 0.09% | +2,300 | New |
| Chicago Partners Investment Group LLC | 2,282 | $205.4K | 0.01% | +2,282 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,269 | $203.9K | 0.01% | −1,702−42.9% | Reduced |
| Claro Advisors LLC | 2,241 | $201.4K | 0.03% | +2,241 | New |
| Genesis Private Wealth, LLC | 2,235 | $200.8K | 0.09% | +2,235 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,218 | $199.3K | 0.01% | +2,218 | New |
| Aster Capital Management (DIFC) Ltd | 2,114 | $190.0K | 0.04% | −4,647−68.7% | Reduced |
| iA Global Asset Management Inc. | 1,943 | $175.0K | 0.00% | +108+5.9% | Added |
| Bryn Mawr Trust Co | 1,924 | $172.9K | 0.00% | +27+1.4% | Added |
| Hollencrest Capital Management | 1,900 | $170.7K | 0.01% | +4+0.2% | Added |
| Covestor Ltd | 1,801 | $162.0K | 0.10% | −141−7.3% | Reduced |
| Farther Finance Advisors, LLC | 1,780 | $160.0K | 0.00% | +446+33.4% | Added |
| IFP Advisors, Inc | 1,705 | $154.6K | 0.00% | −231−11.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,699 | $153.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,648 | $148.1K | 0.01% | −65−3.8% | Reduced |
| Principal Securities, Inc. | 1,551 | $139.4K | 0.00% | +227+17.1% | Added |
| EverSource Wealth Advisors, LLC | 1,499 | $134.7K | 0.01% | +493+49.0% | Added |
| Global Retirement Partners, LLC | 1,458 | $131.0K | 0.00% | +1,458 | New |
| Sachetta, LLC | 1,431 | $128.6K | 0.05% | +9+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,415 | $127.2K | 0.00% | +271+23.7% | Added |
| Fifth Third Bancorp | 1,315 | $118.2K | 0.00% | +141+12.0% | Added |
| SRS Capital Advisors, Inc. | 967 | $114.4K | 0.01% | −159−14.1% | Reduced |
| Versant Capital Management, Inc | 1,238 | $111.2K | 0.02% | +695+128.0% | Added |
| Ronald Blue Trust, Inc. | 1,090 | $97.9K | 0.00% | +49+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,033 | $92.8K | 0.00% | −15−1.4% | Reduced |
| South State Corp. | 967 | $86.9K | 0.00% | +37+4.0% | Added |
| Employees Retirement System of Texas | 906 | $81.0K | 0.00% | +906 | New |
| 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 |
| Private Trust Co NA | 873 | $78.4K | 0.01% | −6−0.7% | Reduced |
| Evolution Advisers, Inc. | 873 | $78.0K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 827 | $74.3K | 0.03% | −64−7.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 825 | $74.0K | 0.00% | −467,502−99.8% | Reduced |
| WealthCollab, LLC | 766 | $68.8K | 0.04% | +193+33.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 740 | $66.0K | 0.00% | −69,532−98.9% | Reduced |
| Rialto Wealth Management, LLC | 676 | $60.7K | 0.02% | +13+2.0% | Added |
| Toth Financial Advisory Corp | 666 | $59.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $58.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 620 | $55.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $54.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 582 | $52.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 574 | $51.6K | 0.00% | −26−4.3% | Reduced |
| Smithfield Trust Co | 535 | $48.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 532 | $47.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 519 | $46.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 513 | $46.1K | 0.00% | +198+62.9% | Added |
| Quarry LP | 510 | $45.8K | 0.01% | +510 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 507 | $45.6K | 0.01% | +363+252.1% | Added |
| Harbor Capital Advisors, Inc. | 497 | $45.0K | 0.00% | +497 | New |
| Addison Advisors LLC | 457 | $41.1K | 0.01% | +247+117.6% | Added |
| Medallion Wealth Advisors, LLC | 400 | $36.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $33.5K | 0.02% | +373 | New |
| Jones Financial Companies LLLP | 370 | $33.1K | 0.00% | +78+26.7% | Added |
| Skopos Labs, Inc. | 340 | $30.6K | 0.00% | +144+73.5% | Added |
| Asset Dedication, LLC | 320 | $28.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $27.0K | 0.00% | −163−35.2% | Reduced |
| HM Payson & Co | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 297 | $26.7K | 0.00% | −506−63.0% | Reduced |
| Natixis | 282 | $25.3K | 0.00% | −314−52.7% | Reduced |
| Arlington Trust Co LLC | 248 | $22.3K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 246 | $22.1K | 0.00% | +246 | New |
| DHJJ Financial Advisors, Ltd. | 235 | $21.1K | 0.01% | −210−47.2% | Reduced |
| NewSquare Capital LLC | 231 | $20.8K | 0.00% | +220+2,000.0% | Added |
| Smartleaf Asset Management LLC | 216 | $19.3K | 0.00% | −254−54.0% | Reduced |
| Anchor Investment Management, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 196 | $17.0K | 0.00% | +46+30.7% | Added |
| Spire Wealth Management | 188 | $16.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 179 | $16.1K | 0.00% | +7+4.1% | Added |
| North Star Investment Management Corp. | 175 | $15.7K | 0.00% | +1+0.6% | Added |
| Optiver Holding B.V. | 167 | $15.0K | 0.00% | +167 | New |
| Whittier Trust Co of Nevada Inc | 161 | $14.5K | 0.00% | +31+23.8% | Added |
| Frazier Financial Advisors, LLC | 157 | $14.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 147 | $13.2K | 0.00% | −179−54.9% | Reduced |
| Huntington National Bank | 142 | $12.8K | 0.00% | −792−84.8% | Reduced |
| Access Investment Management LLC | 138 | $12.4K | 0.00% | +138 | New |
| Copeland Capital Management, LLC | 135 | $12.1K | 0.00% | 00.0% | Unchanged |