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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vermillion & White Wealth Management Group, LLC | 612 | $27.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 346 | $28.4K | 0.00% | +12+3.6% | Added |
| CoreFirst Bank & Trust | 373 | $30.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $32.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $32.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 415 | $34.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 420 | $34.4K | 0.00% | −246−36.9% | Reduced |
| Versant Capital Management, Inc | 475 | $39.0K | 0.00% | −860−64.4% | Reduced |
| CoreCap Advisors, LLC | 497 | $40.8K | 0.00% | −6,156−92.5% | Reduced |
| Addison Advisors LLC | 503 | $41.3K | 0.01% | +18+3.7% | Added |
| Washington Trust Advisors, Inc. | 513 | $42.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 557 | $45.7K | 0.00% | −25−4.3% | Reduced |
| Rothschild Investment LLC | 565 | $46.3K | 0.00% | +411+266.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 565 | $46.3K | 0.01% | +565 | New |
| Keating Financial Advisory Services, Inc. | 573 | $47.0K | 0.01% | +573 | New |
| Smithfield Trust Co | 574 | $47.0K | 0.00% | +39+7.3% | Added |
| Acadian Asset Management LLC | 601 | $49.0K | 0.00% | −108,582−99.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $49.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 625 | $51.2K | 0.00% | +181+40.8% | Added |
| Whittier Trust Co | 620 | $54.6K | 0.00% | −3−0.5% | Reduced |
| Rialto Wealth Management, LLC | 681 | $55.9K | 0.01% | +1+0.1% | Added |
| Ancora Advisors, LLC | 700 | $57.4K | 0.00% | +700 | New |
| Hantz Financial Services, Inc. | 730 | $60.0K | 0.00% | +549+303.3% | Added |
| Harbor Investment Advisory, LLC | 755 | $61.9K | 0.00% | +105+16.2% | Added |
| Private Trust Co NA | 784 | $64.3K | 0.01% | +95+13.8% | Added |
| Brown Brothers Harriman & Co | 790 | $64.8K | 0.00% | +790 | New |
| WealthCollab, LLC | 830 | $68.1K | 0.03% | +64+8.4% | Added |
| Evolution Advisers, Inc. | 873 | $71.0K | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $74.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $76.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 944 | $77.5K | 0.00% | +512+118.5% | Added |
| South State Corp. | 977 | $80.1K | 0.00% | +26+2.7% | Added |
| SRS Capital Advisors, Inc. | 1,088 | $89.2K | 0.00% | −9,162−89.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,130 | $92.7K | 0.00% | +1,130 | New |
| Front Street Capital Management, Inc. | 1,129 | $93.0K | 0.01% | +1,129 | New |
| Ronald Blue Trust, Inc. | 1,137 | $93.3K | 0.00% | −15−1.3% | Reduced |
| National Bank of Canada | 1,165 | $95.5K | 0.00% | +770+194.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,207 | $99.0K | 0.00% | +1,207 | New |
| Fifth Third Bancorp | 1,226 | $100.6K | 0.00% | −89−6.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,238 | $101.5K | 0.02% | +1,238 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,324 | $108.6K | 0.02% | −400−23.2% | Reduced |
| Bryn Mawr Trust Co | 1,407 | $115.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,457 | $119.5K | 0.07% | +26+1.8% | Added |
| Covestor Ltd | 1,531 | $126.0K | 0.07% | −199−11.5% | Reduced |
| Hills Bank & Trust Co | 1,648 | $135.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,704 | $139.7K | 0.00% | +161+10.4% | Added |
| Peterson Wealth Services | 1,753 | $143.8K | 0.04% | −3,217−64.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,769 | $145.1K | 0.00% | +683+62.9% | Added |
| Hollencrest Capital Management | 1,900 | $155.8K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,995 | $163.6K | 0.12% | −2,907−59.3% | Reduced |
| STRS Ohio | 2,451 | $201.0K | 0.00% | −36−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,522 | $206.9K | 0.01% | +39+1.6% | Added |
| Laird Norton Trust Company, LLC | 2,523 | $208.3K | 0.00% | +2,523 | New |
| EverSource Wealth Advisors, LLC | 2,544 | $208.7K | 0.01% | +865+51.5% | Added |
| Atomi Financial Group, Inc. | 2,569 | $210.7K | 0.01% | +184+7.7% | Added |
| Vise Technologies, Inc. | 2,590 | $212.4K | 0.00% | +2,590 | New |
| TrueWealth Advisors, LLC | 2,640 | $216.5K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,648 | $217.2K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,667 | $218.7K | 0.02% | +2,667 | New |
| Valley National Advisers Inc | 2,680 | $219.0K | 0.03% | −156−5.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,679 | $219.7K | 0.00% | +2,679 | New |
| Financial Planning Hawaii, Inc. | 2,720 | $223.1K | 0.13% | +2,720 | New |
| Meeder Advisory Services, Inc. | 2,725 | $223.5K | 0.01% | −126−4.4% | Reduced |
| Everence Capital Management Inc | 2,730 | $224.0K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,759 | $226.3K | 0.09% | −38−1.4% | Reduced |
| Skopos Labs, Inc. | 2,706 | $227.5K | 0.01% | +2,706 | New |
| Simplicity Wealth,LLC | 2,832 | $232.3K | 0.01% | +357+14.4% | Added |
| Avantra Family Wealth, Inc. | 2,850 | $233.8K | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,907 | $238.0K | 0.00% | −1,678−36.6% | Reduced |
| Gibbs Wealth Management | 2,790 | $242.1K | 0.06% | −174−5.9% | Reduced |
| Syon Capital LLC | 2,958 | $242.6K | 0.01% | −202−6.4% | Reduced |
| Forum Financial Management, LP | 3,004 | $246.4K | 0.00% | +2+0.1% | Added |
| PharVision Advisers, LLC | 3,008 | $246.7K | 0.12% | +309+11.4% | Added |
| Outlook Wealth Advisors, LLC | 3,015 | $247.3K | 0.06% | +57+1.9% | Added |
| United Capital Financial Advisers, LLC | 3,016 | $247.4K | 0.00% | +3,016 | New |
| NBT Bank N A | 82 | $251.2K | 0.02% | −3−3.5% | Reduced |
| Blueshift Asset Management, LLC | 3,117 | $255.7K | 0.07% | −413−11.7% | Reduced |
| Shelton Capital Management | 3,145 | $258.0K | 0.01% | −285−8.3% | Reduced |
| Korea Investment CORP | 3,172 | $260.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,193 | $261.9K | 0.00% | +3,193 | New |
| Royal Capital Wealth Management, LLC | 3,201 | $262.6K | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,222 | $264.3K | 0.00% | −59,271−94.8% | Reduced |
| Kestra Investment Management, LLC | 3,260 | $267.4K | 0.01% | −579−15.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,275 | $268.6K | 0.03% | −87−2.6% | Reduced |
| Atlantic Union Bankshares Corp | 3,300 | $270.7K | 0.01% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $270.7K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,309 | $271.4K | 0.02% | +21+0.6% | Added |
| Leo Wealth, LLC | 3,336 | $273.6K | 0.02% | +349+11.7% | Added |
| QRG Capital Management, Inc. | 3,359 | $275.5K | 0.00% | +744+28.5% | Added |
| Hilltop Holdings Inc. | 3,363 | $275.8K | 0.02% | +831+32.8% | Added |
| Global Retirement Partners, LLC | 3,367 | $276.2K | 0.00% | +1,866+124.3% | Added |
| Pensionmark Financial Group, LLC | 3,377 | $277.0K | 0.00% | +3,377 | New |
| Cadent Capital Advisors, LLC | 3,422 | $280.7K | 0.07% | −123−3.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,458 | $283.6K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,611 | $288.8K | 0.02% | +3,611 | New |
| Cullen Investment Group, Ltd. | 3,356 | $291.2K | 0.04% | −528−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,640 | $298.6K | 0.00% | +813+28.8% | Added |
| North Dakota State Investment Board | 3,698 | $303.3K | 0.01% | +3,698 | New |
| Ethic Inc. | 3,708 | $304.1K | 0.00% | −539−12.7% | Reduced |
| Signaturefd, LLC | 3,733 | $306.2K | 0.00% | +972+35.2% | Added |