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, 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 |
|---|---|---|---|---|---|
| Financial Planning Hawaii, Inc. | 2,720 | $223.1K | 0.13% | +2,720 | New |
| Miracle Mile Advisors, LLC | 2,679 | $219.7K | 0.00% | +2,679 | New |
| Valley National Advisers Inc | 2,680 | $219.0K | 0.03% | −156−5.5% | Reduced |
| Twinbeech Capital LP | 2,667 | $218.7K | 0.02% | +2,667 | New |
| Apriem Advisors | 2,648 | $217.2K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,640 | $216.5K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,590 | $212.4K | 0.00% | +2,590 | New |
| Atomi Financial Group, Inc. | 2,569 | $210.7K | 0.01% | +184+7.7% | Added |
| EverSource Wealth Advisors, LLC | 2,544 | $208.7K | 0.01% | +865+51.5% | Added |
| Laird Norton Trust Company, LLC | 2,523 | $208.3K | 0.00% | +2,523 | New |
| Dorsey & Whitney Trust CO LLC | 2,522 | $206.9K | 0.01% | +39+1.6% | Added |
| STRS Ohio | 2,451 | $201.0K | 0.00% | −36−1.4% | Reduced |
| Bayforest Capital Ltd | 1,995 | $163.6K | 0.12% | −2,907−59.3% | Reduced |
| Hollencrest Capital Management | 1,900 | $155.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,769 | $145.1K | 0.00% | +683+62.9% | Added |
| Peterson Wealth Services | 1,753 | $143.8K | 0.04% | −3,217−64.7% | Reduced |
| Farther Finance Advisors, LLC | 1,704 | $139.7K | 0.00% | +161+10.4% | Added |
| Hills Bank & Trust Co | 1,648 | $135.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,531 | $126.0K | 0.07% | −199−11.5% | Reduced |
| Sachetta, LLC | 1,457 | $119.5K | 0.07% | +26+1.8% | Added |
| Bryn Mawr Trust Co | 1,407 | $115.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,324 | $108.6K | 0.02% | −400−23.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,238 | $101.5K | 0.02% | +1,238 | New |
| Fifth Third Bancorp | 1,226 | $100.6K | 0.00% | −89−6.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,207 | $99.0K | 0.00% | +1,207 | New |
| National Bank of Canada | 1,165 | $95.5K | 0.00% | +770+194.9% | Added |
| Ronald Blue Trust, Inc. | 1,137 | $93.3K | 0.00% | −15−1.3% | Reduced |
| Front Street Capital Management, Inc. | 1,129 | $93.0K | 0.01% | +1,129 | New |
| Flagship Harbor Advisors, LLC | 1,130 | $92.7K | 0.00% | +1,130 | New |
| SRS Capital Advisors, Inc. | 1,088 | $89.2K | 0.00% | −9,162−89.4% | Reduced |
| South State Corp. | 977 | $80.1K | 0.00% | +26+2.7% | Added |
| Allworth Financial LP | 944 | $77.5K | 0.00% | +512+118.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $76.2K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $74.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $71.0K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 830 | $68.1K | 0.03% | +64+8.4% | Added |
| Brown Brothers Harriman & Co | 790 | $64.8K | 0.00% | +790 | New |
| Private Trust Co NA | 784 | $64.3K | 0.01% | +95+13.8% | Added |
| Harbor Investment Advisory, LLC | 755 | $61.9K | 0.00% | +105+16.2% | Added |
| Hantz Financial Services, Inc. | 730 | $60.0K | 0.00% | +549+303.3% | Added |
| Ancora Advisors, LLC | 700 | $57.4K | 0.00% | +700 | New |
| Rialto Wealth Management, LLC | 681 | $55.9K | 0.01% | +1+0.1% | Added |
| Whittier Trust Co | 620 | $54.6K | 0.00% | −3−0.5% | Reduced |
| Jones Financial Companies LLLP | 625 | $51.2K | 0.00% | +181+40.8% | 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 |
| Smithfield Trust Co | 574 | $47.0K | 0.00% | +39+7.3% | Added |
| Keating Financial Advisory Services, Inc. | 573 | $47.0K | 0.01% | +573 | New |
| Rothschild Investment LLC | 565 | $46.3K | 0.00% | +411+266.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 565 | $46.3K | 0.01% | +565 | New |
| Central Trust Co | 557 | $45.7K | 0.00% | −25−4.3% | Reduced |
| Washington Trust Advisors, Inc. | 513 | $42.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 503 | $41.3K | 0.01% | +18+3.7% | Added |
| CoreCap Advisors, LLC | 497 | $40.8K | 0.00% | −6,156−92.5% | Reduced |
| Versant Capital Management, Inc | 475 | $39.0K | 0.00% | −860−64.4% | Reduced |
| Toth Financial Advisory Corp | 420 | $34.4K | 0.00% | −246−36.9% | Reduced |
| Community Bank, N.A. | 415 | $34.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $32.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $32.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $30.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 346 | $28.4K | 0.00% | +12+3.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 612 | $27.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 320 | $26.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 315 | $26.2K | 0.00% | +26+9.0% | Added |
| Harbor Capital Advisors, Inc. | 318 | $26.0K | 0.00% | −662−67.6% | Reduced |
| HM Payson & Co | 300 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 299 | $24.5K | 0.00% | +33+12.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 298 | $24.4K | 0.00% | +298 | New |
| CIBC Private Wealth Group, LLC | 274 | $22.5K | 0.00% | −161−37.0% | Reduced |
| V-Square Quantitative Management LLC | 265 | $21.7K | 0.00% | +265 | New |
| Parkside Financial Bank & Trust | 256 | $21.0K | 0.00% | +200+357.1% | Added |
| Arlington Trust Co LLC | 248 | $20.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 244 | $20.0K | 0.00% | +244 | New |
| DHJJ Financial Advisors, Ltd. | 235 | $19.3K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 221 | $18.1K | 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 |
| Anchor Investment Management, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 198 | $16.2K | 0.00% | −159−44.5% | Reduced |
| Spire Wealth Management | 188 | $15.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 160 | $14.1K | 0.00% | −1−0.6% | Reduced |
| Frazier Financial Advisors, LLC | 157 | $12.9K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 156 | $12.8K | 0.00% | +156 | New |
| Financial Network Wealth Advisors LLC | 152 | $12.5K | 0.01% | +17+12.6% | Added |
| Oakworth Capital, Inc. | 145 | $11.9K | 0.00% | +145 | New |
| Access Investment Management LLC | 138 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $11.5K | 0.00% | +32+29.6% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 114 | $9.35K | 0.01% | +114 | New |
| Richardson Financial Services Inc. | 110 | $9.02K | 0.01% | +110 | New |
| Prestige Wealth Management Group LLC | 105 | $8.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 105 | $8.61K | 0.00% | +23+28.0% | Added |
| Creative Financial Designs Inc | 105 | $8.57K | 0.00% | −74−41.3% | Reduced |
| Innovative Advisory Group, LLC | 100 | $8.20K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 99 | $8.12K | 0.00% | −3−2.9% | Reduced |
| Trust Co of Vermont | 98 | $8.04K | 0.00% | +35+55.6% | Added |
| SageView Advisory Group, LLC | 95 | $7.79K | 0.00% | +95 | New |
| CVA Family Office, LLC | 94 | $7.71K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 95 | $7.48K | 0.00% | +95 | New |