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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 435 | $36.9K | 0.00% | +339+353.1% | Added |
| Quarry LP | 441 | $37.4K | 0.01% | −69−13.5% | Reduced |
| Jones Financial Companies LLLP | 444 | $38.0K | 0.00% | +74+20.0% | Added |
| Addison Advisors LLC | 485 | $41.2K | 0.01% | +28+6.1% | Added |
| Washington Trust Advisors, Inc. | 513 | $43.5K | 0.00% | −6−1.2% | Reduced |
| Smithfield Trust Co | 535 | $45.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 582 | $49.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $50.0K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 591 | $50.1K | 0.02% | +591 | New |
| Vermillion & White Wealth Management Group, LLC | 612 | $51.9K | 0.03% | +529+637.3% | Added |
| Whittier Trust Co | 623 | $53.3K | 0.00% | +3+0.5% | Added |
| Harbor Investment Advisory, LLC | 650 | $55.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 666 | $56.5K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 680 | $57.7K | 0.01% | +4+0.6% | Added |
| Private Trust Co NA | 689 | $58.5K | 0.01% | −184−21.1% | Reduced |
| WealthCollab, LLC | 766 | $65.0K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 827 | $70.2K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $73.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $73.4K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $77.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 951 | $80.7K | 0.00% | −16−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 980 | $83.0K | 0.01% | +483+97.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,086 | $92.1K | 0.00% | +53+5.1% | Added |
| Ronald Blue Trust, Inc. | 1,152 | $97.7K | 0.00% | +62+5.7% | Added |
| Advisory Services Network, LLC | 1,193 | $101.2K | 0.00% | +1,193 | New |
| Simplex Trading, LLC | 1,281 | $108.0K | 0.00% | +1,281 | New |
| Fifth Third Bancorp | 1,315 | $111.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,335 | $113.3K | 0.02% | +97+7.8% | Added |
| Bryn Mawr Trust Co | 1,407 | $119.4K | 0.00% | −517−26.9% | Reduced |
| Sachetta, LLC | 1,431 | $121.4K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,501 | $127.4K | 0.00% | +43+2.9% | Added |
| Farther Finance Advisors, LLC | 1,543 | $130.9K | 0.00% | −237−13.3% | Reduced |
| Hills Bank & Trust Co | 1,648 | $139.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,679 | $142.5K | 0.01% | +180+12.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,724 | $146.3K | 0.03% | +1,618+1,526.4% | Added |
| Covestor Ltd | 1,730 | $147.0K | 0.08% | −71−3.9% | Reduced |
| Peterson Wealth Services | 4,970 | $148.7K | 0.04% | +4,970 | New |
| Hollencrest Capital Management | 1,900 | $161.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,117 | $179.6K | 0.00% | +566+36.5% | Added |
| Florida Financial Advisors, LLC | 2,367 | $200.9K | 0.06% | −1,674−41.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,375 | $201.0K | 0.00% | +2,375 | New |
| Atomi Financial Group, Inc. | 2,385 | $202.4K | 0.01% | +2,385 | New |
| HighPoint Advisor Group LLC | 2,423 | $205.6K | 0.01% | +110+4.8% | Added |
| Simplicity Wealth,LLC | 2,475 | $210.0K | 0.01% | +2,475 | New |
| Cooper Financial Group | 2,476 | $210.1K | 0.02% | +2,476 | New |
| Dorsey & Whitney Trust CO LLC | 2,483 | $210.7K | 0.01% | −14−0.6% | Reduced |
| STRS Ohio | 2,487 | $211.0K | 0.00% | −27,924−91.8% | Reduced |
| Hilltop Holdings Inc. | 2,532 | $214.8K | 0.01% | −63−2.4% | Reduced |
| QRG Capital Management, Inc. | 2,615 | $221.9K | 0.00% | +266+11.3% | Added |
| Park Avenue Securities LLC | 2,626 | $223.0K | 0.00% | +2,626 | New |
| TrueWealth Advisors, LLC | 2,640 | $224.0K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,648 | $224.7K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,697 | $228.8K | 0.00% | +197+7.9% | Added |
| PharVision Advisers, LLC | 2,699 | $229.0K | 0.13% | +2,699 | New |
| Norden Group LLC | 2,716 | $230.5K | 0.02% | +2,716 | New |
| Inceptionr LLC | 2,717 | $230.5K | 0.06% | +2,717 | New |
| Everence Capital Management Inc | 2,730 | $232.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,761 | $234.3K | 0.00% | −54−1.9% | Reduced |
| Stonegate Investment Group, LLC | 2,764 | $234.5K | 0.01% | −1,774−39.1% | Reduced |
| Modern Wealth Management, LLC | 2,773 | $235.3K | 0.00% | −138−4.7% | Reduced |
| Gallacher Capital Management LLC | 2,797 | $237.4K | 0.09% | +2,797 | New |
| Steward Partners Investment Advisory, LLC | 2,827 | $239.9K | 0.00% | +1,412+99.8% | Added |
| Valley National Advisers Inc | 2,836 | $240.0K | 0.04% | −1,246−30.5% | Reduced |
| Avantra Family Wealth, Inc. | 2,850 | $241.8K | 0.18% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,851 | $241.9K | 0.01% | −44−1.5% | Reduced |
| Polymer Capital Management (HK) LTD | 2,935 | $249.0K | 0.03% | +2,935 | New |
| Outlook Wealth Advisors, LLC | 2,958 | $251.0K | 0.06% | +2,958 | New |
| Gibbs Wealth Management | 2,964 | $251.5K | 0.06% | −455−13.3% | Reduced |
| Leo Wealth, LLC | 2,987 | $253.4K | 0.03% | +101+3.5% | Added |
| Tower Research Capital LLC (TRC) | 2,989 | $253.6K | 0.01% | +687+29.8% | Added |
| Forum Financial Management, LP | 3,002 | $254.7K | 0.00% | +323+12.1% | Added |
| NBT Bank N A | 85 | $259.8K | 0.02% | −2,977−97.2% | Reduced |
| Sageworth Trust Co | 3,070 | $260.5K | 0.01% | +3,070 | New |
| Syon Capital LLC | 3,160 | $268.1K | 0.01% | +320+11.3% | Added |
| Korea Investment CORP | 3,172 | $269.1K | 0.00% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,201 | $271.6K | 0.17% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,270 | $277.5K | 0.45% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,288 | $279.0K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $280.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,300 | $280.0K | 0.01% | +3,300 | New |
| Institute for Wealth Management, LLC. | 3,362 | $285.3K | 0.03% | +380+12.7% | Added |
| Shelton Capital Management | 3,430 | $291.0K | 0.01% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,458 | $293.4K | 0.02% | +1,240+55.9% | Added |
| MAI Capital Management | 3,463 | $293.8K | 0.00% | +2,889+503.3% | Added |
| J.W. Cole Advisors, Inc. | 3,465 | $294.0K | 0.01% | +614+21.5% | Added |
| Blueshift Asset Management, LLC | 3,530 | $299.5K | 0.09% | +3,530 | New |
| Cadent Capital Advisors, LLC | 3,545 | $300.8K | 0.08% | −1,310−27.0% | Reduced |
| SummitTX Capital, L.P. | 3,581 | $303.8K | 0.01% | −25,214−87.6% | Reduced |
| Brevan Howard Capital Management LP | 3,659 | $310.5K | 0.00% | −10,276−73.7% | Reduced |
| Kestra Investment Management, LLC | 3,839 | $325.7K | 0.01% | −5,126−57.2% | Reduced |
| Private Advisor Group, LLC | 3,885 | $329.6K | 0.00% | +309+8.6% | Added |
| Cullen Investment Group, Ltd. | 3,884 | $332.5K | 0.04% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,928 | $333.3K | 0.16% | +38+1.0% | Added |
| Citadel Investment Advisory, Inc. | 3,940 | $334.0K | 0.15% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,952 | $335.0K | 0.00% | −465−10.5% | Reduced |
| Aaron Wealth Advisors | 3,999 | $339.3K | 0.02% | +3,999 | New |
| WBH Advisory Inc | 4,000 | $339.4K | 0.03% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $339.4K | 0.27% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,002 | $339.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,132 | $350.6K | 0.00% | +168+4.2% | Added |