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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 63 | $5.35K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $5.00K | 0.00% | +12+20.7% | Added |
| Private Wealth Management Group, LLC | 57 | $4.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $4.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.50K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 48 | $4.07K | 0.00% | −1−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 46 | $3.90K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $3.90K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 44 | $3.73K | 0.00% | +3+7.3% | Added |
| Beaird Harris Wealth Management, LLC | 42 | $3.56K | 0.00% | +23+121.1% | Added |
| 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 |
| Geneos Wealth Management Inc. | 37 | $3.14K | 0.00% | −495−93.0% | Reduced |
| Sunbelt Securities, Inc. | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 33 | $2.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 32 | $2.71K | 0.00% | −63−66.3% | Reduced |
| JPL Wealth Management, LLC | 31 | $2.63K | 0.00% | +31 | New |
| Marquette Asset Management, LLC | 30 | $2.55K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 25 | $2.12K | 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 |
| North Capital, Inc. | 22 | $1.87K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $1.53K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Management Professionals, Inc. | 10 | $849 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $849 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $848 | 0.00% | −1−9.1% | Reduced |
| Cornerstone Planning Group LLC | 58 | $817 | 0.00% | +58 | New |
| Highline Wealth Partners LLC | 9 | $764 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $764 | 0.00% | +3+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $593 | 0.00% | +1+16.7% | Added |
| Palisade Asset Management, LLC | 6 | $510 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $425 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 4 | $340 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 4 | $339 | 0.00% | −1−20.0% | Reduced |
| Tortoise Investment Management, LLC | 3 | $255 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $170 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $170 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | −5−100.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −777,952−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −249,399−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −145,566−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −133,094−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −103,030−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −67,666−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −57,884−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −56,147−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −53,278−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −47,985−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,700−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −38,452−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −25,260−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −23,434−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,570−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,072−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −19,640−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,523−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,934−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,307−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,224−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −11,043−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,652−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,021−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |