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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.

Q3 2025 vs. Q2 2025

How the institutions holding SEI Investments Co changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SEIC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5648550−6
Shares90.1M699.0K88.5M−812.5K (−0.9%)
Value$8.09B$62.8M$7.51B−$521.0M (−6.5%)

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held SEI Investments Co at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SEIC in Q3 2025
InstitutionSharesValue% of portfolio
M&G Plc122,508$10.4M0.06%
Balyasny Asset Management LLC88,345$7.50M0.02%
Summit Wealth Group LLC115,735$5.52M0.76%
Tudor Investment Corp Et Al56,699$4.81M0.03%
Mill Creek Capital Advisors, LLC49,971$4.24M0.09%
Holocene Advisors, LP49,163$4.17M0.01%
Zacks Investment Management41,915$3.56M0.03%
Entropy Technologies, LP21,984$1.87M0.14%
Credit Agricole S A21,844$1.85M0.01%
Hussman Strategic Advisors, Inc.21,000$1.78M0.39%
Dumont & Blake Investment Advisors LLC14,653$1.24M0.30%
Voleon Capital Management LP11,026$935.6K0.02%
Mitsubishi UFJ Trust & Banking Corp9,267$786.3K0.00%
Integrated Wealth Concepts LLC6,742$572.1K0.01%
Inscription Capital, LLC6,704$568.8K0.06%
Precision Wealth Strategies, LLC5,792$491.5K0.16%
Optimize Financial Inc5,173$438.9K0.23%
Ground Swell Capital, LLC4,250$360.6K0.79%
Aaron Wealth Advisors3,999$339.3K0.02%
Blueshift Asset Management, LLC3,530$299.5K0.09%
Atlantic Union Bankshares Corp3,300$280.0K0.01%
Sageworth Trust Co3,070$260.5K0.01%
Outlook Wealth Advisors, LLC2,958$251.0K0.06%
Polymer Capital Management (HK) LTD2,935$249.0K0.03%
Gallacher Capital Management LLC2,797$237.4K0.09%
Inceptionr LLC2,717$230.5K0.06%
Norden Group LLC2,716$230.5K0.02%
PharVision Advisers, LLC2,699$229.0K0.13%
Park Avenue Securities LLC2,626$223.0K0.00%
Cooper Financial Group2,476$210.1K0.02%
Simplicity Wealth,LLC2,475$210.0K0.01%
Atomi Financial Group, Inc.2,385$202.4K0.01%
Cambridge Investment Research Advisors, Inc.2,375$201.0K0.00%
Peterson Wealth Services4,970$148.7K0.04%
Simplex Trading, LLC1,281$108.0K0.00%
Advisory Services Network, LLC1,193$101.2K0.00%
Abich Financial Wealth Management LLC591$50.1K0.02%
Community Bank, N.A.415$35.2K0.00%
Root Financial Partners, LLC334$28.3K0.00%
Mather Group, LLC.266$22.6K0.00%
Quent Capital, LLC266$22.6K0.00%
Group One Trading, L.P.203$17.2K0.00%
Daiwa Securities Group Inc.151$13.0K0.00%
Caitlin John, LLC110$9.33K0.01%
Hanson & Doremus Investment Management72$6.00K0.00%
Wealthspire Advisors, LLC65$5.51K0.00%
Crewe Advisors LLC46$3.90K0.00%
JPL Wealth Management, LLC31$2.63K0.00%
Marquette Asset Management, LLC30$2.55K0.00%
Navigoe, LLC31$2.00K0.00%
Cloud Capital Management, LLC32$2.00K0.00%
Transamerica Financial Advisors, Inc.18$1.53K0.00%
Financial Consulate, Inc10$8490.00%
Cornerstone Planning Group LLC58$8170.00%
Palisade Asset Management, LLC6$5100.00%
ZRC Wealth Management, LLC5$4250.00%
Seneschal Advisors, LLC4$3400.00%
Tortoise Investment Management, LLC3$2550.00%
American Capital Advisory, LLC2$1700.00%
Dogwood Wealth Management LLC2$1700.00%

Sold out (66)

Institutions that held SEI Investments Co at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SEIC in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Azora Capital LP777,952$69.9M
Two Sigma Investments, LP249,399$22.4M
D. E. Shaw & Co., Inc.145,566$13.1M
Squarepoint Ops LLC133,094$12.0M
Bank of Nova Scotia117,000$10.5M
HRT Financial LP103,030$9.26M
PDT Partners, LLC67,666$6.08M
XTX Topco Ltd57,884$5.20M
Winton Group Ltd56,147$5.05M
Dark Forest Capital Management LP53,278$4.79M
Nebula Research & Development LLC47,985$4.31M
Maltese Capital Management LLC45,000$4.04M
Point72 Asset Management, L.P.40,700$3.66M
Kingsview Wealth Management, LLC38,452$3.46M
Point72 Hong Kong Ltd25,260$2.27M
Investment Management Corp of Ontario23,434$2.11M
Aigen Investment Management, LP20,570$1.85M
ISAM Funds (UK) Ltd20,072$1.80M
Ontario Teachers Pension Plan Board19,640$1.76M
Lecap Asset Management Ltd19,523$1.75M
Axq Capital, LP17,934$1.61M
Centiva Capital, LP15,307$1.38M
Grantham, Mayo, Van Otterloo & Co. LLC13,224$1.19M
Erste Asset Management GmbH11,400$1.02M
1832 Asset Management L.P.11,043$992.3K
Gsa Capital Partners LLP10,667$959.0K
111 Capital10,467$940.6K
NewEdge Wealth, LLC7,861$682.7K
Readystate Asset Management LP7,123$640.1K
Picton Mahoney Asset Management7,037$632.0K
Jump Financial, LLC6,652$597.8K
Fox Run Management, L.L.C.6,644$597.0K
Fullerton Fund Management Co Ltd.6,415$576.5K
Two Sigma Securities, LLC5,559$499.5K
Standard Life Aberdeen plc5,064$455.1K
Harvest Investment Services, LLC5,021$451.2K
Financial Advocates Investment Management4,569$410.6K
TownSquare Capital, LLC4,333$389.4K
Oxford Asset Management LLP4,048$363.8K
Par Capital Management Inc3,500$314.5K
Applied Finance Capital Management, LLC3,238$291.0K
M&T Bank Corp3,217$289.1K
Change Path, LLC2,837$254.9K
Pitcairn Co2,549$229.1K
Scientech Research LLC2,399$215.6K
Koshinski Asset Management, Inc.2,346$210.8K
Paces Ferry Wealth Advisors, LLC2,300$206.7K
Chicago Partners Investment Group LLC2,282$205.4K
Meiji Yasuda Asset Management Co Ltd.2,269$203.9K
Claro Advisors LLC2,241$201.4K
Genesis Private Wealth, LLC2,235$200.8K
iA Global Asset Management Inc.1,943$175.0K
Harel Insurance Investments & Financial Services Ltd.1,699$153.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.825$74.0K
Thurston, Springer, Miller, Herd & Titak, Inc.507$45.6K
Skopos Labs, Inc.340$30.6K
NewSquare Capital LLC231$20.8K
Global X Japan Co., Ltd.129$11.6K
Bogart Wealth, LLC58$5.21K
Carolina Wealth Advisors, LLC43$3.86K
Grove Bank & Trust42$3.77K
Twin Peaks Wealth Advisors, LLC40$3.52K
St Germain D J Co Inc35$3.15K
Ameritas Advisory Services, LLC27$2.43K
Stephens Consulting, LLC8$719
WealthTrak Capital Management LLC5$450

Not filed for Q3 2025 yet (8)

Institutions that held SEI Investments Co at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SEIC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank619,682$55.7M
Wellington Capital Management, Inc.50,200$4.51M
Churchill Management Corp20,952$1.88M
Congress Wealth Management LLC3,120$280.4K
J. W. Coons Advisors, LLC2,430$218.4K
EP Wealth Advisors, LLC2,336$209.9K
First Horizon Advisors, Inc.297$26.7K
Parkworth Wealth Management, Inc.4$359