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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 4,136 | $351.0K | 0.00% | +459+12.5% | Added |
| CIBC Asset Management Inc | 4,143 | $351.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,161 | $353.1K | 0.01% | +78+1.9% | Added |
| Ethic Inc. | 4,247 | $360.4K | 0.01% | −256−5.7% | Reduced |
| Ground Swell Capital, LLC | 4,250 | $360.6K | 0.79% | +4,250 | New |
| Legacy Financial Advisors, Inc. | 4,546 | $385.7K | 0.05% | −58−1.3% | Reduced |
| Bessemer Group Inc | 4,585 | $389.0K | 0.00% | +602+15.1% | Added |
| IFP Advisors, Inc | 4,593 | $389.7K | 0.01% | +2,888+169.4% | Added |
| Omers Administration Corp | 4,666 | $395.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,733 | $401.6K | 0.00% | −31,568−87.0% | Reduced |
| Icon Wealth Advisors, LLC | 4,775 | $405.1K | 0.03% | +1,976+70.6% | Added |
| Bayforest Capital Ltd | 4,902 | $415.9K | 0.20% | −1,325−21.3% | Reduced |
| Mariner, LLC | 4,936 | $418.8K | 0.00% | −3,493−41.4% | Reduced |
| DRW Securities, LLC | 4,997 | $422.7K | 0.02% | +2,122+73.8% | Added |
| Impact Partnership Wealth, LLC | 5,065 | $429.8K | 0.06% | +785+18.3% | Added |
| Catalyst Funds Management Pty Ltd | 5,110 | $433.6K | 0.07% | −779−13.2% | Reduced |
| Maryland State Retirement & Pension System | 5,131 | $435.4K | 0.01% | +461+9.9% | Added |
| Optimize Financial Inc | 5,173 | $438.9K | 0.23% | +5,173 | New |
| MJP Associates Inc | 5,227 | $443.5K | 0.06% | −452−8.0% | Reduced |
| Advisor OS, LLC | 5,356 | $454.5K | 0.04% | −966−15.3% | Reduced |
| Advyzon Investment Management, LLC | 5,396 | $457.9K | 0.08% | +1,022+23.4% | Added |
| Camden Capital, LLC | 5,410 | $459.1K | 0.03% | +1,183+28.0% | Added |
| Susquehanna Fundamental Investments, LLC | 5,421 | $460.0K | 0.02% | −28,820−84.2% | Reduced |
| AdvisorShares Investments LLC | 5,478 | $464.8K | 0.08% | −69−1.2% | Reduced |
| Ashton Thomas Securities, LLC | 5,685 | $482.4K | 0.07% | −31−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 5,792 | $491.5K | 0.16% | +5,792 | New |
| Concurrent Investment Advisors, LLC | 5,881 | $499.0K | 0.01% | +102+1.8% | Added |
| Alliance Wealth Advisors, LLC | 6,008 | $509.8K | 0.12% | +1,233+25.8% | Added |
| Baker Tilly Wealth Management, LLC | 6,046 | $513.0K | 0.12% | −20−0.3% | Reduced |
| Panagora Asset Management Inc | 6,094 | $517.1K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,149 | $521.7K | 0.00% | −31,611−83.7% | Reduced |
| Clearstead Advisors, LLC | 6,278 | $532.7K | 0.01% | −8−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,281 | $532.9K | 0.03% | −497−7.3% | Reduced |
| Beaumont Financial Advisors, LLC | 6,292 | $533.9K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,316 | $535.9K | 0.14% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,422 | $544.9K | 0.01% | +202+3.2% | Added |
| DekaBank Deutsche Girozentrale | 6,423 | $547.0K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 6,550 | $555.8K | 0.01% | −63−1.0% | Reduced |
| Kahn Brothers Group Inc | 6,596 | $559.7K | 0.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 6,600 | $560.0K | 0.00% | −81,800−92.5% | Reduced |
| CoreCap Advisors, LLC | 6,653 | $564.5K | 0.02% | −1,320−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,657 | $565.0K | 0.00% | −254−3.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,673 | $566.2K | 0.29% | +4,559+215.7% | Added |
| Fayez Sarofim & Co | 6,675 | $566.4K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,704 | $568.8K | 0.06% | +6,704 | New |
| Integrated Wealth Concepts LLC | 6,742 | $572.1K | 0.01% | +6,742 | New |
| Cubist Systematic Strategies, LLC | 6,767 | $574.2K | 0.01% | −109,326−94.2% | Reduced |
| Wellington Shields & Co., LLC | 7,000 | $594.0K | 0.15% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,035 | $596.9K | 0.23% | +3,432+95.3% | Added |
| Securian Asset Management, Inc | 7,036 | $597.0K | 0.02% | −169−2.3% | Reduced |
| GAMMA Investing LLC | 7,096 | $602.1K | 0.03% | +367+5.5% | Added |
| South Dakota Investment Council | 7,228 | $613.0K | 0.01% | −1,300−15.2% | Reduced |
| Nilsine Partners, LLC | 7,257 | $615.8K | 0.06% | −263−3.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,428 | $630.3K | 0.02% | +44+0.6% | Added |
| State of Wyoming | 7,565 | $641.9K | 0.07% | +3,155+71.5% | Added |
| Evergreen Capital Management LLC | 7,591 | $644.1K | 0.02% | +836+12.4% | Added |
| Kestra Private Wealth Services, LLC | 7,727 | $655.6K | 0.01% | −319−4.0% | Reduced |
| Investment Management Corp | 7,789 | $660.9K | 0.57% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,090 | $686.5K | 0.00% | +2,302+39.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,145 | $691.1K | 0.01% | +2,315+39.7% | Added |
| Atom Investors LP | 8,155 | $692.0K | 0.05% | +529+6.9% | Added |
| Quadrant Capital Group LLC | 8,215 | $697.0K | 0.02% | +220+2.8% | Added |
| MQS Management LLC | 8,323 | $706.2K | 0.41% | −1,904−18.6% | Reduced |
| Glenmede Investment Management, LP | 8,425 | $714.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 8,872 | $752.8K | 0.05% | −5,023−36.1% | Reduced |
| Hillsdale Investment Management Inc. | 8,900 | $755.2K | 0.02% | +1,600+21.9% | Added |
| Brinker Capital Investments, LLC | 8,910 | $756.0K | 0.01% | −5,893−39.8% | Reduced |
| NBC Securities, Inc. | 9,047 | $767.6K | 0.06% | +48+0.5% | Added |
| Portside Wealth Group, LLC | 9,193 | $780.0K | 0.11% | +1,250+15.7% | Added |
| Harrell Investment Partners, LLC | 9,234 | $783.5K | 0.19% | +202+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,267 | $786.3K | 0.00% | +9,267 | New |
| Federation des caisses Desjardins du Quebec | 9,364 | $794.5K | 0.00% | +6,394+215.3% | Added |
| Patten & Patten Inc | 9,400 | $797.6K | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 9,547 | $810.1K | 0.13% | −20,648−68.4% | Reduced |
| New York Life Investment Management LLC | 9,606 | $815.1K | 0.01% | −506−5.0% | Reduced |
| Patton Albertson Miller Group, LLC | 9,650 | $818.8K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9,700 | $823.0K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 9,927 | $842.3K | 0.00% | −344−3.3% | Reduced |
| Cresset Asset Management, LLC | 9,968 | $845.8K | 0.00% | +830+9.1% | Added |
| RBF Capital, LLC | 10,000 | $848.5K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,031 | $851.1K | 0.00% | −389−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 10,250 | $869.7K | 0.01% | +9,283+960.0% | Added |
| BancorpSouth Bank | 10,409 | $883.2K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,476 | $889.5K | 0.01% | +2,486+31.1% | Added |
| Diversify Advisory Services, LLC | 11,212 | $906.8K | 0.03% | +4,861+76.5% | Added |
| Farringdon Capital, Ltd. | 10,833 | $919.2K | 0.23% | +7,395+215.1% | Added |
| Xponance, Inc. | 10,941 | $928.3K | 0.01% | −166−1.5% | Reduced |
| LMR Partners LLP | 10,957 | $929.7K | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 11,026 | $935.6K | 0.02% | +11,026 | New |
| Hennion & Walsh Asset Management, Inc. | 11,138 | $945.1K | 0.03% | +2,993+36.7% | Added |
| Asset Management One Co.,Ltd. | 11,504 | $976.1K | 0.00% | −703−5.8% | Reduced |
| HighTower Advisors, LLC | 11,576 | $982.2K | 0.00% | −155−1.3% | Reduced |
| Marshall Financial Group LLC | 11,699 | $992.7K | 0.19% | +536+4.8% | Added |
| Novem Group | 11,716 | $994.1K | 0.12% | +411+3.6% | Added |
| Aviva PLC | 11,769 | $998.6K | 0.00% | +219+1.9% | Added |
| Buckingham Strategic Partners | 11,816 | $1.00M | 0.01% | −280−2.3% | Reduced |
| New Age Alpha Advisors, LLC | 12,408 | $1.05M | 0.04% | −359−2.8% | Reduced |
| Brown Advisory Inc | 12,450 | $1.06M | 0.00% | −279−2.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,623 | $1.07M | 0.00% | −79,918−86.4% | Reduced |
| Ascent Group, LLC | 13,354 | $1.13M | 0.04% | −32,661−71.0% | Reduced |