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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 2,626 | $223.0K | 0.00% | +2,626 | New |
| QRG Capital Management, Inc. | 2,615 | $221.9K | 0.00% | +266+11.3% | Added |
| Hilltop Holdings Inc. | 2,532 | $214.8K | 0.01% | −63−2.4% | Reduced |
| STRS Ohio | 2,487 | $211.0K | 0.00% | −27,924−91.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,483 | $210.7K | 0.01% | −14−0.6% | Reduced |
| Cooper Financial Group | 2,476 | $210.1K | 0.02% | +2,476 | New |
| Simplicity Wealth,LLC | 2,475 | $210.0K | 0.01% | +2,475 | New |
| HighPoint Advisor Group LLC | 2,423 | $205.6K | 0.01% | +110+4.8% | Added |
| Atomi Financial Group, Inc. | 2,385 | $202.4K | 0.01% | +2,385 | New |
| Cambridge Investment Research Advisors, Inc. | 2,375 | $201.0K | 0.00% | +2,375 | New |
| Florida Financial Advisors, LLC | 2,367 | $200.9K | 0.06% | −1,674−41.4% | Reduced |
| Principal Securities, Inc. | 2,117 | $179.6K | 0.00% | +566+36.5% | Added |
| Hollencrest Capital Management | 1,900 | $161.2K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 4,970 | $148.7K | 0.04% | +4,970 | New |
| Covestor Ltd | 1,730 | $147.0K | 0.08% | −71−3.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,724 | $146.3K | 0.03% | +1,618+1,526.4% | Added |
| EverSource Wealth Advisors, LLC | 1,679 | $142.5K | 0.01% | +180+12.0% | Added |
| Hills Bank & Trust Co | 1,648 | $139.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,543 | $130.9K | 0.00% | −237−13.3% | Reduced |
| Global Retirement Partners, LLC | 1,501 | $127.4K | 0.00% | +43+2.9% | Added |
| Sachetta, LLC | 1,431 | $121.4K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,407 | $119.4K | 0.00% | −517−26.9% | Reduced |
| Versant Capital Management, Inc | 1,335 | $113.3K | 0.02% | +97+7.8% | Added |
| Fifth Third Bancorp | 1,315 | $111.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,281 | $108.0K | 0.00% | +1,281 | New |
| Advisory Services Network, LLC | 1,193 | $101.2K | 0.00% | +1,193 | New |
| Ronald Blue Trust, Inc. | 1,152 | $97.7K | 0.00% | +62+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,086 | $92.1K | 0.00% | +53+5.1% | Added |
| Harbor Capital Advisors, Inc. | 980 | $83.0K | 0.01% | +483+97.2% | Added |
| South State Corp. | 951 | $80.7K | 0.00% | −16−1.7% | Reduced |
| Employees Retirement System of Texas | 906 | $77.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $73.4K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $73.0K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 827 | $70.2K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 766 | $65.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 689 | $58.5K | 0.01% | −184−21.1% | Reduced |
| Rialto Wealth Management, LLC | 680 | $57.7K | 0.01% | +4+0.6% | Added |
| Toth Financial Advisory Corp | 666 | $56.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 650 | $55.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 623 | $53.3K | 0.00% | +3+0.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 612 | $51.9K | 0.03% | +529+637.3% | Added |
| Abich Financial Wealth Management LLC | 591 | $50.1K | 0.02% | +591 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $50.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 582 | $49.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 535 | $45.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 513 | $43.5K | 0.00% | −6−1.2% | Reduced |
| Addison Advisors LLC | 485 | $41.2K | 0.01% | +28+6.1% | Added |
| Jones Financial Companies LLLP | 444 | $38.0K | 0.00% | +74+20.0% | Added |
| Quarry LP | 441 | $37.4K | 0.01% | −69−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 435 | $36.9K | 0.00% | +339+353.1% | Added |
| Allworth Financial LP | 432 | $36.6K | 0.00% | +132+44.0% | Added |
| Community Bank, N.A. | 415 | $35.2K | 0.00% | +415 | New |
| Medallion Wealth Advisors, LLC | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 395 | $33.5K | 0.00% | −118−23.0% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $33.1K | 0.00% | −18,325−97.9% | Reduced |
| CoreFirst Bank & Trust | 373 | $31.6K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 357 | $30.3K | 0.00% | +210+142.9% | Added |
| Root Financial Partners, LLC | 334 | $28.3K | 0.00% | +334 | New |
| Asset Dedication, LLC | 320 | $27.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $25.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 289 | $24.7K | 0.00% | +73+33.8% | Added |
| Mather Group, LLC. | 266 | $22.6K | 0.00% | +266 | New |
| Quent Capital, LLC | 266 | $22.6K | 0.00% | +266 | New |
| Arlington Trust Co LLC | 248 | $21.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 246 | $20.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $19.9K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 221 | $18.8K | 0.00% | +86+63.7% | Added |
| Group One Trading, L.P. | 203 | $17.2K | 0.00% | +203 | New |
| Natixis | 202 | $17.1K | 0.00% | −80−28.4% | Reduced |
| Hemington Wealth Management | 207 | $17.0K | 0.00% | +11+5.6% | Added |
| Anchor Investment Management, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 188 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 179 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 181 | $15.0K | 0.00% | +106+141.3% | Added |
| North Star Investment Management Corp. | 175 | $14.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 161 | $13.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 157 | $13.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 154 | $13.1K | 0.00% | +114+285.0% | Added |
| Daiwa Securities Group Inc. | 151 | $13.0K | 0.00% | +151 | New |
| Huntington National Bank | 148 | $12.6K | 0.00% | +6+4.2% | Added |
| Access Investment Management LLC | 138 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 135 | $11.5K | 0.01% | +48+55.2% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $11.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 129 | $10.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 110 | $9.33K | 0.01% | +110 | New |
| JFS Wealth Advisors, LLC | 108 | $9.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $8.91K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 102 | $8.65K | 0.00% | +39+61.9% | Added |
| Optiver Holding B.V. | 101 | $8.57K | 0.00% | −66−39.5% | Reduced |
| Innovative Advisory Group, LLC | 100 | $8.48K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 94 | $7.98K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 91 | $7.72K | 0.00% | −809−89.9% | Reduced |
| Larson Financial Group LLC | 90 | $7.68K | 0.00% | +9+11.1% | Added |
| Bare Financial Services, Inc | 89 | $7.55K | 0.00% | +27+43.5% | Added |
| True Wealth Design, LLC | 84 | $7.13K | 0.00% | +42+100.0% | Added |
| Assetmark, Inc | 82 | $6.96K | 0.00% | +40+95.2% | Added |
| Farmers & Merchants Investments Inc | 81 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 72 | $6.00K | 0.00% | +72 | New |
| Harbour Investments, Inc. | 70 | $5.94K | 0.00% | +15+27.3% | Added |
| Wealthspire Advisors, LLC | 65 | $5.51K | 0.00% | +65 | New |