SEI Investments Co

SEIC

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000350894

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in SEI Investments Co as of Sep 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: 550; −6 vs. Q2 2025
Shares held: 88.5M; −812.5K (−0.9%) vs. Q2 2025
Total value: $7.51B; −$521.0M (−6.5%) vs. Q2 2025
New holders: 60; 209 more added
Sold out: 66; 171 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 550 institutions

Value heldQ3 2025: $7.51B

Institutions holding SEIC and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q2 2025.

Institutions holding SEIC in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Raleigh Capital Management Inc.	0	$19	0.00%	−5−100.0%	Reduced
Fairman Group, LLC	1	$72	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	1	$85	0.00%	00.0%	Unchanged
TFC Financial Management	1	$85	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	2	$170	0.00%	+2	New
Dogwood Wealth Management LLC	2	$170	0.00%	+2	New
Tortoise Investment Management, LLC	3	$255	0.00%	+3	New
AdvisorNet Financial, Inc	4	$339	0.00%	−1−20.0%	Reduced
Seneschal Advisors, LLC	4	$340	0.00%	+4	New
Manchester Capital Management LLC	5	$425	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	5	$425	0.00%	+5	New
Palisade Asset Management, LLC	6	$510	0.00%	+6	New
Bay Harbor Wealth Management, LLC	7	$593	0.00%	+1+16.7%	Added
Highline Wealth Partners LLC	9	$764	0.00%	00.0%	Unchanged
SBI Securities Co., Ltd.	9	$764	0.00%	+3+50.0%	Added
Cornerstone Planning Group LLC	58	$817	0.00%	+58	New
HFM Investment Advisors, LLC	10	$848	0.00%	−1−9.1%	Reduced
Financial Management Professionals, Inc.	10	$849	0.00%	00.0%	Unchanged
Financial Consulate, Inc	10	$849	0.00%	+10	New
Harvest Fund Management Co., Ltd	13	$1.00K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	12	$1.00K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	13	$1.10K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	18	$1.53K	0.00%	+18	New
Granite FO LLC	21	$1.78K	0.00%	00.0%	Unchanged
North Capital, Inc.	22	$1.87K	0.00%	00.0%	Unchanged
Navigoe, LLC	31	$2.00K	0.00%	+31	New
Cloud Capital Management, LLC	32	$2.00K	0.00%	+32	New
First Command Advisory Services, Inc.	25	$2.12K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	28	$2.47K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	30	$2.55K	0.00%	+30	New
JPL Wealth Management, LLC	31	$2.63K	0.00%	+31	New
Zions Bancorporation, National Association	32	$2.71K	0.00%	−63−66.3%	Reduced
Hughes Financial Services, LLC	33	$2.74K	0.00%	00.0%	Unchanged
Red Tortoise LLC	33	$2.80K	0.00%	00.0%	Unchanged
Colonial Trust Co	34	$2.89K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	35	$2.97K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	37	$3.14K	0.00%	−495−93.0%	Reduced
Bell Investment Advisors, Inc	40	$3.39K	0.00%	−23−36.5%	Reduced
Crowley Wealth Management, Inc.	40	$3.39K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	42	$3.56K	0.00%	+23+121.1%	Added
Fortitude Family Office, LLC	44	$3.73K	0.00%	+3+7.3%	Added
Montag A & Associates Inc	46	$3.90K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	46	$3.90K	0.00%	+46	New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	49	$4.00K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	48	$4.07K	0.00%	−1−2.0%	Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	53	$4.50K	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	56	$4.75K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	57	$4.84K	0.00%	00.0%	Unchanged
Avion Wealth	70	$5.00K	0.00%	+12+20.7%	Added
Trust Co of Vermont	63	$5.35K	0.00%	00.0%	Unchanged
Wealthspire Advisors, LLC	65	$5.51K	0.00%	+65	New
Harbour Investments, Inc.	70	$5.94K	0.00%	+15+27.3%	Added
Hanson & Doremus Investment Management	72	$6.00K	0.00%	+72	New
Farmers & Merchants Investments Inc	81	$6.87K	0.00%	00.0%	Unchanged
Assetmark, Inc	82	$6.96K	0.00%	+40+95.2%	Added
True Wealth Design, LLC	84	$7.13K	0.00%	+42+100.0%	Added
Bare Financial Services, Inc	89	$7.55K	0.00%	+27+43.5%	Added
Larson Financial Group LLC	90	$7.68K	0.00%	+9+11.1%	Added
Virtus ETF Advisers LLC	91	$7.72K	0.00%	−809−89.9%	Reduced
CVA Family Office, LLC	94	$7.98K	0.00%	00.0%	Unchanged
Innovative Advisory Group, LLC	100	$8.48K	0.01%	00.0%	Unchanged
Optiver Holding B.V.	101	$8.57K	0.00%	−66−39.5%	Reduced
UMA Financial Services, Inc.	102	$8.65K	0.00%	+39+61.9%	Added
Prestige Wealth Management Group LLC	105	$8.91K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	108	$9.16K	0.00%	00.0%	Unchanged
Caitlin John, LLC	110	$9.33K	0.01%	+110	New
GWM Advisors LLC	129	$10.9K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	131	$11.1K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	135	$11.5K	0.01%	+48+55.2%	Added
Access Investment Management LLC	138	$11.7K	0.00%	00.0%	Unchanged
Huntington National Bank	148	$12.6K	0.00%	+6+4.2%	Added
Daiwa Securities Group Inc.	151	$13.0K	0.00%	+151	New
Rothschild Investment LLC	154	$13.1K	0.00%	+114+285.0%	Added
Frazier Financial Advisors, LLC	157	$13.3K	0.01%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	161	$13.8K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	175	$14.8K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	181	$15.0K	0.00%	+106+141.3%	Added
Creative Financial Designs Inc	179	$15.2K	0.00%	00.0%	Unchanged
Spire Wealth Management	188	$16.0K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	200	$17.0K	0.00%	00.0%	Unchanged
Hemington Wealth Management	207	$17.0K	0.00%	+11+5.6%	Added
Natixis	202	$17.1K	0.00%	−80−28.4%	Reduced
Group One Trading, L.P.	203	$17.2K	0.00%	+203	New
Copeland Capital Management, LLC	221	$18.8K	0.00%	+86+63.7%	Added
DHJJ Financial Advisors, Ltd.	235	$19.9K	0.01%	00.0%	Unchanged
Osterweis Capital Management Inc	246	$20.9K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	248	$21.0K	0.00%	00.0%	Unchanged
Quent Capital, LLC	266	$22.6K	0.00%	+266	New
Mather Group, LLC.	266	$22.6K	0.00%	+266	New
Smartleaf Asset Management LLC	289	$24.7K	0.00%	+73+33.8%	Added
HM Payson & Co	300	$25.5K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	320	$27.2K	0.00%	00.0%	Unchanged
Root Financial Partners, LLC	334	$28.3K	0.00%	+334	New
SJS Investment Consulting Inc.	357	$30.3K	0.00%	+210+142.9%	Added
CoreFirst Bank & Trust	373	$31.6K	0.02%	00.0%	Unchanged
Nomura Asset Management Co Ltd	390	$33.1K	0.00%	−18,325−97.9%	Reduced
National Bank of Canada	395	$33.5K	0.00%	−118−23.0%	Reduced
Medallion Wealth Advisors, LLC	400	$33.9K	0.01%	00.0%	Unchanged
Community Bank, N.A.	415	$35.2K	0.00%	+415	New
Allworth Financial LP	432	$36.6K	0.00%	+132+44.0%	Added