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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 3,776 | $309.7K | 0.01% | +117+3.2% | Added |
| CIBC Asset Management Inc | 3,810 | $312.5K | 0.00% | −333−8.0% | Reduced |
| HRT Financial LP | 3,851 | $315.0K | 0.00% | +3,851 | New |
| Dakota Wealth Management | 3,858 | $316.4K | 0.01% | +3,858 | New |
| Citadel Investment Advisory, Inc. | 3,940 | $323.0K | 0.14% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,000 | $328.1K | 0.02% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $328.1K | 0.25% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,118 | $337.8K | 0.00% | +116+2.9% | Added |
| HighPoint Advisor Group LLC | 4,123 | $338.2K | 0.01% | +1,700+70.2% | Added |
| Fifth Third Wealth Advisors LLC | 4,164 | $341.5K | 0.01% | +3+0.1% | Added |
| Camden Capital, LLC | 4,240 | $347.8K | 0.02% | −1,170−21.6% | Reduced |
| Private Advisor Group, LLC | 4,244 | $348.1K | 0.00% | +359+9.2% | Added |
| AE Wealth Management LLC | 4,250 | $348.6K | 0.00% | +114+2.8% | Added |
| Kestra Advisory Services, LLC | 4,373 | $358.7K | 0.00% | +241+5.8% | Added |
| M&T Bank Corp | 4,423 | $362.8K | 0.00% | +4,423 | New |
| Legacy Financial Advisors, Inc. | 4,434 | $363.7K | 0.05% | −112−2.5% | Reduced |
| SHP Wealth Management | 4,537 | $372.1K | 0.03% | +4,537 | New |
| GWM Advisors LLC | 4,548 | $373.0K | 0.00% | +4,419+3,425.6% | Added |
| Omers Administration Corp | 4,666 | $382.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,666 | $382.7K | 0.01% | +73+1.6% | Added |
| Alliance Wealth Advisors, LLC | 4,708 | $386.1K | 0.08% | −1,300−21.6% | Reduced |
| MJP Associates Inc | 4,774 | $391.6K | 0.05% | −453−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,804 | $394.0K | 0.01% | +4,804 | New |
| Tower Research Capital LLC (TRC) | 4,827 | $395.9K | 0.01% | +1,838+61.5% | Added |
| Advisor OS, LLC | 4,923 | $403.8K | 0.03% | −433−8.1% | Reduced |
| Pavaki Capital Management LLC | 5,000 | $410.1K | 0.29% | +5,000 | New |
| Farringdon Capital, Ltd. | 5,073 | $416.1K | 0.10% | −5,760−53.2% | Reduced |
| Maryland State Retirement & Pension System | 5,131 | $420.8K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,133 | $421.1K | 0.03% | +358+7.5% | Added |
| Optimize Financial Inc | 5,245 | $430.2K | 0.22% | +72+1.4% | Added |
| Ashton Thomas Securities, LLC | 5,548 | $456.0K | 0.09% | −137−2.4% | Reduced |
| Ci Investments Inc. | 5,616 | $460.6K | 0.00% | +1,664+42.1% | Added |
| DekaBank Deutsche Girozentrale | 6,423 | $473.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,830 | $478.2K | 0.21% | −843−12.6% | Reduced |
| AdvisorShares Investments LLC | 5,871 | $481.5K | 0.08% | +393+7.2% | Added |
| Caitlin John, LLC | 5,942 | $487.4K | 0.32% | +5,832+5,301.8% | Added |
| Baker Tilly Wealth Management, LLC | 6,045 | $495.8K | 0.12% | −10.0% | Reduced |
| Panagora Asset Management Inc | 6,179 | $506.8K | 0.00% | +85+1.4% | Added |
| Impact Partnership Wealth, LLC | 6,201 | $508.6K | 0.07% | +1,136+22.4% | Added |
| Beaumont Financial Advisors, LLC | 6,292 | $516.1K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,310 | $517.5K | 0.03% | +29+0.5% | Added |
| South Dakota Investment Council | 6,328 | $519.0K | 0.01% | −900−12.5% | Reduced |
| Lansing Street Advisors | 6,316 | $521.3K | 0.13% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 6,390 | $524.1K | 0.17% | +598+10.3% | Added |
| Wellington Shields & Co., LLC | 6,500 | $533.1K | 0.13% | −500−7.1% | Reduced |
| Haverford Trust Co | 6,550 | $537.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,562 | $538.2K | 0.01% | +284+4.5% | Added |
| Kahn Brothers Group Inc | 6,596 | $541.0K | 0.10% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,675 | $547.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,637 | $547.8K | 0.01% | +215+3.3% | Added |
| Inspire Advisors, LLC | 6,681 | $548.0K | 0.05% | +6,681 | New |
| Securian Asset Management, Inc | 6,781 | $556.2K | 0.02% | −255−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,970 | $571.7K | 0.02% | +6,970 | New |
| Ghe, LLC | 7,054 | $578.6K | 0.19% | +7,054 | New |
| Commonwealth Equity Services, LLC | 7,072 | $580.0K | 0.00% | +415+6.2% | Added |
| Nilsine Partners, LLC | 7,252 | $594.8K | 0.05% | −5−0.1% | Reduced |
| GAMMA Investing LLC | 7,260 | $595.5K | 0.03% | +164+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,428 | $609.2K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,483 | $613.8K | 0.00% | −2,548−25.4% | Reduced |
| State of Wyoming | 7,504 | $615.5K | 0.07% | −61−0.8% | Reduced |
| EntryPoint Capital, LLC | 7,514 | $616.3K | 0.24% | +479+6.8% | Added |
| Prudential Financial Inc | 7,493 | $623.1K | 0.00% | −42,243−84.9% | Reduced |
| Swiss Life Asset Management Ltd | 7,682 | $630.1K | 0.00% | +2,949+62.3% | Added |
| Investment Management Corp | 7,789 | $638.9K | 0.54% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,000 | $658.9K | 0.01% | +409+5.4% | Added |
| Concurrent Investment Advisors, LLC | 8,197 | $672.3K | 0.01% | +2,316+39.4% | Added |
| Magnetar Financial LLC | 8,316 | $682.1K | 0.01% | −43,359−83.9% | Reduced |
| New York Life Investment Management LLC | 8,578 | $703.6K | 0.01% | −1,028−10.7% | Reduced |
| MQS Management LLC | 8,610 | $706.2K | 0.42% | +287+3.4% | Added |
| Integrated Wealth Concepts LLC | 8,709 | $714.3K | 0.01% | +1,967+29.2% | Added |
| Kestra Private Wealth Services, LLC | 8,930 | $732.4K | 0.01% | +1,203+15.6% | Added |
| Odyssean, LLC | 8,958 | $734.7K | 0.53% | +8,958 | New |
| Hillsdale Investment Management Inc. | 9,000 | $738.2K | 0.02% | +100+1.1% | Added |
| Brinker Capital Investments, LLC | 9,005 | $738.6K | 0.01% | +95+1.1% | Added |
| Xponance, Inc. | 9,135 | $749.3K | 0.01% | −1,806−16.5% | Reduced |
| NBC Securities, Inc. | 9,150 | $750.5K | 0.06% | +103+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,160 | $751.3K | 0.00% | −107−1.2% | Reduced |
| Voleon Capital Management LP | 9,287 | $761.7K | 0.02% | −1,739−15.8% | Reduced |
| State of Alaska, Department of Revenue | 9,308 | $763.0K | 0.01% | −188,808−95.3% | Reduced |
| Patten & Patten Inc | 9,400 | $771.0K | 0.05% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,418 | $772.5K | 0.18% | +184+2.0% | Added |
| Patton Albertson Miller Group, LLC | 9,650 | $791.5K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,620 | $794.0K | 0.00% | −348−3.5% | Reduced |
| Logan Capital Management Inc | 9,700 | $795.6K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,720 | $797.0K | 0.00% | −23,086−70.4% | Reduced |
| Mariner, LLC | 9,776 | $801.4K | 0.00% | +4,840+98.1% | Added |
| Portside Wealth Group, LLC | 9,790 | $803.0K | 0.11% | +597+6.5% | Added |
| RBF Capital, LLC | 10,000 | $820.2K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,980 | $823.7K | 0.02% | −53,922−84.4% | Reduced |
| Commerce Bank | 10,060 | $825.1K | 0.00% | +133+1.3% | Added |
| Axq Capital, LP | 10,116 | $829.7K | 0.19% | +10,116 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,124 | $830.4K | 0.01% | +1,979+24.3% | Added |
| Squarepoint Ops LLC | 10,224 | $838.6K | 0.00% | +10,224 | New |
| Federation des caisses Desjardins du Quebec | 10,315 | $846.0K | 0.00% | +951+10.2% | Added |
| BancorpSouth Bank | 10,825 | $887.9K | 0.05% | +416+4.0% | Added |
| AIA Group Ltd | 11,063 | $907.4K | 0.01% | +11,063 | New |
| JMN Financial LLC | 11,035 | $910.9K | 0.91% | +11,035 | New |
| Pacer Advisors, Inc. | 11,135 | $913.3K | 0.00% | −5,179−31.7% | Reduced |
| Jump Financial, LLC | 11,366 | $932.2K | 0.01% | +11,366 | New |
| HighTower Advisors, LLC | 11,428 | $937.3K | 0.00% | −148−1.3% | Reduced |