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, 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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 7,036 | $597.0K | 0.02% | −169−2.3% | Reduced |
| EntryPoint Capital, LLC | 7,035 | $596.9K | 0.23% | +3,432+95.3% | Added |
| Wellington Shields & Co., LLC | 7,000 | $594.0K | 0.15% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,767 | $574.2K | 0.01% | −109,326−94.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,742 | $572.1K | 0.01% | +6,742 | New |
| Inscription Capital, LLC | 6,704 | $568.8K | 0.06% | +6,704 | New |
| Fayez Sarofim & Co | 6,675 | $566.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,673 | $566.2K | 0.29% | +4,559+215.7% | Added |
| Commonwealth Equity Services, LLC | 6,657 | $565.0K | 0.00% | −254−3.7% | Reduced |
| CoreCap Advisors, LLC | 6,653 | $564.5K | 0.02% | −1,320−16.6% | Reduced |
| Two Sigma Advisers, LP | 6,600 | $560.0K | 0.00% | −81,800−92.5% | Reduced |
| Kahn Brothers Group Inc | 6,596 | $559.7K | 0.11% | 00.0% | Unchanged |
| Haverford Trust Co | 6,550 | $555.8K | 0.01% | −63−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 6,423 | $547.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,422 | $544.9K | 0.01% | +202+3.2% | Added |
| Lansing Street Advisors | 6,316 | $535.9K | 0.14% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,292 | $533.9K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,281 | $532.9K | 0.03% | −497−7.3% | Reduced |
| Clearstead Advisors, LLC | 6,278 | $532.7K | 0.01% | −8−0.1% | Reduced |
| Marshall Wace, LLP | 6,149 | $521.7K | 0.00% | −31,611−83.7% | Reduced |
| Panagora Asset Management Inc | 6,094 | $517.1K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,046 | $513.0K | 0.12% | −20−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 6,008 | $509.8K | 0.12% | +1,233+25.8% | Added |
| Concurrent Investment Advisors, LLC | 5,881 | $499.0K | 0.01% | +102+1.8% | Added |
| Precision Wealth Strategies, LLC | 5,792 | $491.5K | 0.16% | +5,792 | New |
| Ashton Thomas Securities, LLC | 5,685 | $482.4K | 0.07% | −31−0.5% | Reduced |
| AdvisorShares Investments LLC | 5,478 | $464.8K | 0.08% | −69−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,421 | $460.0K | 0.02% | −28,820−84.2% | Reduced |
| Camden Capital, LLC | 5,410 | $459.1K | 0.03% | +1,183+28.0% | Added |
| Advyzon Investment Management, LLC | 5,396 | $457.9K | 0.08% | +1,022+23.4% | Added |
| Advisor OS, LLC | 5,356 | $454.5K | 0.04% | −966−15.3% | Reduced |
| MJP Associates Inc | 5,227 | $443.5K | 0.06% | −452−8.0% | Reduced |
| Optimize Financial Inc | 5,173 | $438.9K | 0.23% | +5,173 | New |
| Maryland State Retirement & Pension System | 5,131 | $435.4K | 0.01% | +461+9.9% | Added |
| Catalyst Funds Management Pty Ltd | 5,110 | $433.6K | 0.07% | −779−13.2% | Reduced |
| Impact Partnership Wealth, LLC | 5,065 | $429.8K | 0.06% | +785+18.3% | Added |
| DRW Securities, LLC | 4,997 | $422.7K | 0.02% | +2,122+73.8% | Added |
| Mariner, LLC | 4,936 | $418.8K | 0.00% | −3,493−41.4% | Reduced |
| Bayforest Capital Ltd | 4,902 | $415.9K | 0.20% | −1,325−21.3% | Reduced |
| Icon Wealth Advisors, LLC | 4,775 | $405.1K | 0.03% | +1,976+70.6% | Added |
| Swiss Life Asset Management Ltd | 4,733 | $401.6K | 0.00% | −31,568−87.0% | Reduced |
| Omers Administration Corp | 4,666 | $395.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,593 | $389.7K | 0.01% | +2,888+169.4% | Added |
| Bessemer Group Inc | 4,585 | $389.0K | 0.00% | +602+15.1% | Added |
| Legacy Financial Advisors, Inc. | 4,546 | $385.7K | 0.05% | −58−1.3% | Reduced |
| Ground Swell Capital, LLC | 4,250 | $360.6K | 0.79% | +4,250 | New |
| Ethic Inc. | 4,247 | $360.4K | 0.01% | −256−5.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,161 | $353.1K | 0.01% | +78+1.9% | Added |
| CIBC Asset Management Inc | 4,143 | $351.5K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,136 | $351.0K | 0.00% | +459+12.5% | Added |
| Kestra Advisory Services, LLC | 4,132 | $350.6K | 0.00% | +168+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 4,002 | $339.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Aaron Wealth Advisors | 3,999 | $339.3K | 0.02% | +3,999 | New |
| Ci Investments Inc. | 3,952 | $335.0K | 0.00% | −465−10.5% | Reduced |
| Citadel Investment Advisory, Inc. | 3,940 | $334.0K | 0.15% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,928 | $333.3K | 0.16% | +38+1.0% | Added |
| Cullen Investment Group, Ltd. | 3,884 | $332.5K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,885 | $329.6K | 0.00% | +309+8.6% | Added |
| Kestra Investment Management, LLC | 3,839 | $325.7K | 0.01% | −5,126−57.2% | Reduced |
| Brevan Howard Capital Management LP | 3,659 | $310.5K | 0.00% | −10,276−73.7% | Reduced |
| SummitTX Capital, L.P. | 3,581 | $303.8K | 0.01% | −25,214−87.6% | Reduced |
| Cadent Capital Advisors, LLC | 3,545 | $300.8K | 0.08% | −1,310−27.0% | Reduced |
| Blueshift Asset Management, LLC | 3,530 | $299.5K | 0.09% | +3,530 | New |
| J.W. Cole Advisors, Inc. | 3,465 | $294.0K | 0.01% | +614+21.5% | Added |
| MAI Capital Management | 3,463 | $293.8K | 0.00% | +2,889+503.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,458 | $293.4K | 0.02% | +1,240+55.9% | Added |
| Shelton Capital Management | 3,430 | $291.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,362 | $285.3K | 0.03% | +380+12.7% | Added |
| 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 |
| Hardy Reed LLC | 3,288 | $279.0K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,270 | $277.5K | 0.45% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,201 | $271.6K | 0.17% | 00.0% | Unchanged |
| Korea Investment CORP | 3,172 | $269.1K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 3,160 | $268.1K | 0.01% | +320+11.3% | Added |
| Sageworth Trust Co | 3,070 | $260.5K | 0.01% | +3,070 | New |
| NBT Bank N A | 85 | $259.8K | 0.02% | −2,977−97.2% | Reduced |
| Forum Financial Management, LP | 3,002 | $254.7K | 0.00% | +323+12.1% | Added |
| Tower Research Capital LLC (TRC) | 2,989 | $253.6K | 0.01% | +687+29.8% | Added |
| Leo Wealth, LLC | 2,987 | $253.4K | 0.03% | +101+3.5% | Added |
| Gibbs Wealth Management | 2,964 | $251.5K | 0.06% | −455−13.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,958 | $251.0K | 0.06% | +2,958 | New |
| Polymer Capital Management (HK) LTD | 2,935 | $249.0K | 0.03% | +2,935 | New |
| Meeder Advisory Services, Inc. | 2,851 | $241.9K | 0.01% | −44−1.5% | Reduced |
| Avantra Family Wealth, Inc. | 2,850 | $241.8K | 0.18% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,836 | $240.0K | 0.04% | −1,246−30.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,827 | $239.9K | 0.00% | +1,412+99.8% | Added |
| Gallacher Capital Management LLC | 2,797 | $237.4K | 0.09% | +2,797 | New |
| Modern Wealth Management, LLC | 2,773 | $235.3K | 0.00% | −138−4.7% | Reduced |
| Stonegate Investment Group, LLC | 2,764 | $234.5K | 0.01% | −1,774−39.1% | Reduced |
| Signaturefd, LLC | 2,761 | $234.3K | 0.00% | −54−1.9% | Reduced |
| Everence Capital Management Inc | 2,730 | $232.0K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,717 | $230.5K | 0.06% | +2,717 | New |
| Norden Group LLC | 2,716 | $230.5K | 0.02% | +2,716 | New |
| PharVision Advisers, LLC | 2,699 | $229.0K | 0.13% | +2,699 | New |
| RSM US Wealth Management LLC | 2,697 | $228.8K | 0.00% | +197+7.9% | Added |
| Apriem Advisors | 2,648 | $224.7K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,640 | $224.0K | 0.06% | 00.0% | Unchanged |