SEI Investments Co

SEIC

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000350894

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in SEI Investments Co as of Dec 31, 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: 562; +24 vs. Q3 2025
Shares held: 89.1M; +699.0K (+0.8%) vs. Q3 2025
Total value: $7.31B; −$184.7M (−2.5%) vs. Q3 2025
New holders: 81; 199 more added
Sold out: 57; 192 more reduced

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 562 institutions

Value heldQ4 2025: $7.31B

Institutions holding SEIC and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q3 2025.

Institutions holding SEIC in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Raleigh Capital Management Inc.	0	$19	0.00%	0	Unchanged
Fairman Group, LLC	1	$70	0.00%	00.0%	Unchanged
TFC Financial Management	1	$83	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	2	$200	0.00%	+2	New
AdvisorNet Financial, Inc	4	$328	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$329	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	5	$411	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	6	$492	0.00%	+6	New
ZRC Wealth Management, LLC	6	$493	0.00%	+1+20.0%	Added
Eastern Bank	7	$574	0.00%	+7	New
Cornerstone Financial Management LLC	7	$574	0.00%	+7	New
Highline Wealth Partners LLC	9	$738	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	9	$739	0.00%	−1−10.0%	Reduced
Financial Management Professionals, Inc.	10	$825	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	11	$907	0.00%	+4+57.1%	Added
Investors Portfolio Services LLC	12	$978	0.00%	+12	New
Harvest Fund Management Co., Ltd	13	$1.00K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	13	$1.07K	0.00%	00.0%	Unchanged
SBI Securities Co., Ltd.	14	$1.15K	0.00%	+5+55.6%	Added
Elyxium Wealth, LLC	15	$1.23K	0.00%	+15	New
Rossby Financial, LCC	16	$1.31K	0.00%	+16	New
Carolina Wealth Advisors, LLC	17	$1.39K	0.00%	+17	New
Essential Partners LLC	20	$1.64K	0.00%	+20	New
True Wealth Design, LLC	20	$1.64K	0.00%	−64−76.2%	Reduced
Granite FO LLC	21	$1.72K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	21	$1.73K	0.00%	+3+16.7%	Added
Navigoe, LLC	31	$2.00K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	19	$2.00K	0.00%	+7+58.3%	Added
Bell Investment Advisors, Inc	25	$2.05K	0.00%	−15−37.5%	Reduced
Beaird Harris Wealth Management, LLC	26	$2.13K	0.00%	−16−38.1%	Reduced
Dogwood Wealth Management LLC	26	$2.13K	0.00%	+24+1,200.0%	Added
DiNuzzo Private Wealth, Inc.	28	$2.30K	0.00%	00.0%	Unchanged
Activest Wealth Management	29	$2.38K	0.00%	+29	New
Cape Investment Advisory, Inc.	29	$2.38K	0.00%	+29	New
Fortitude Family Office, LLC	30	$2.46K	0.00%	−14−31.8%	Reduced
Cornerstone Planning Group LLC	30	$2.58K	0.00%	−28−48.3%	Reduced
Montag A & Associates Inc	31	$2.59K	0.00%	−15−32.6%	Reduced
Zions Bancorporation, National Association	32	$2.63K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	32	$2.63K	0.00%	+32	New
Red Tortoise LLC	33	$2.71K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	33	$2.71K	0.00%	00.0%	Unchanged
United Financial Planning Group LLC	33	$2.71K	0.00%	+33	New
Nemes Rush Group LLC	34	$2.79K	0.00%	+34	New
Colonial Trust Co	34	$2.80K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	35	$2.87K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	39	$3.20K	0.00%	−31−44.3%	Reduced
Crewe Advisors LLC	46	$3.77K	0.00%	00.0%	Unchanged
Avion Wealth	57	$4.00K	0.00%	−13−18.6%	Reduced
United Community Bank	49	$4.02K	0.00%	+49	New
Basecamp Wealth Advisors LLC	50	$4.10K	0.00%	+50	New
Altshuler Shaham Ltd	51	$4.18K	0.00%	+3+6.3%	Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	53	$4.40K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	56	$4.62K	0.00%	+56	New
Private Wealth Management Group, LLC	57	$4.68K	0.00%	00.0%	Unchanged
Optima Capital LLC	72	$5.94K	0.00%	+72	New
Natixis	76	$6.23K	0.00%	−126−62.4%	Reduced
Signature Equity Partners, LLC	76	$6.24K	0.00%	+76	New
Bare Financial Services, Inc	78	$6.40K	0.00%	−11−12.4%	Reduced
Larson Financial Group LLC	79	$6.52K	0.00%	−11−12.2%	Reduced
Geneos Wealth Management Inc.	84	$6.89K	0.00%	+47+127.0%	Added
Farmers & Merchants Investments Inc	86	$7.05K	0.00%	+5+6.2%	Added
Huntington National Bank	91	$7.46K	0.00%	−57−38.5%	Reduced
Fideuram Asset Management (Ireland) dac	95	$7.48K	0.00%	+95	New
CVA Family Office, LLC	94	$7.71K	0.00%	00.0%	Unchanged
SageView Advisory Group, LLC	95	$7.79K	0.00%	+95	New
Trust Co of Vermont	98	$8.04K	0.00%	+35+55.6%	Added
UMA Financial Services, Inc.	99	$8.12K	0.00%	−3−2.9%	Reduced
Innovative Advisory Group, LLC	100	$8.20K	0.01%	00.0%	Unchanged
Creative Financial Designs Inc	105	$8.57K	0.00%	−74−41.3%	Reduced
Assetmark, Inc	105	$8.61K	0.00%	+23+28.0%	Added
Prestige Wealth Management Group LLC	105	$8.67K	0.00%	00.0%	Unchanged
Richardson Financial Services Inc.	110	$9.02K	0.01%	+110	New
Hilton Head Capital Partners, LLC	114	$9.35K	0.01%	+114	New
Bartlett & Co. Wealth Management LLC	131	$10.8K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	140	$11.5K	0.00%	+32+29.6%	Added
Access Investment Management LLC	138	$11.7K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	145	$11.9K	0.00%	+145	New
Financial Network Wealth Advisors LLC	152	$12.5K	0.01%	+17+12.6%	Added
Lloyd Advisory Services, LLC.	156	$12.8K	0.00%	+156	New
Frazier Financial Advisors, LLC	157	$12.9K	0.01%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	160	$14.1K	0.00%	−1−0.6%	Reduced
North Star Investment Management Corp.	175	$14.3K	0.00%	00.0%	Unchanged
Spire Wealth Management	188	$15.4K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	198	$16.2K	0.00%	−159−44.5%	Reduced
Anchor Investment Management, LLC	200	$16.4K	0.00%	00.0%	Unchanged
Quarry LP	203	$16.6K	0.00%	−238−54.0%	Reduced
Group One Trading, L.P.	203	$16.6K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	221	$18.1K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	235	$19.3K	0.01%	00.0%	Unchanged
Atlantic Trust, LLC	244	$20.0K	0.00%	+244	New
Arlington Trust Co LLC	248	$20.3K	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	256	$21.0K	0.00%	+200+357.1%	Added
V-Square Quantitative Management LLC	265	$21.7K	0.00%	+265	New
CIBC Private Wealth Group, LLC	274	$22.5K	0.00%	−161−37.0%	Reduced
Pinnacle Wealth Planning Services, Inc.	298	$24.4K	0.00%	+298	New
Quent Capital, LLC	299	$24.5K	0.00%	+33+12.4%	Added
HM Payson & Co	300	$24.6K	0.00%	00.0%	Unchanged
Harbor Capital Advisors, Inc.	318	$26.0K	0.00%	−662−67.6%	Reduced
Smartleaf Asset Management LLC	315	$26.2K	0.00%	+26+9.0%	Added
Asset Dedication, LLC	320	$26.2K	0.00%	00.0%	Unchanged