Skip to main content

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.

Institutional holdersQ4 2025: 562 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ4 2025: $7.31B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$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
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank91$7.46K0.00%−57−38.5%Reduced
Farmers & Merchants Investments Inc86$7.05K0.00%+5+6.2%Added
Geneos Wealth Management Inc.84$6.89K0.00%+47+127.0%Added
Larson Financial Group LLC79$6.52K0.00%−11−12.2%Reduced
Bare Financial Services, Inc78$6.40K0.00%−11−12.4%Reduced
Signature Equity Partners, LLC76$6.24K0.00%+76New
Natixis76$6.23K0.00%−126−62.4%Reduced
Optima Capital LLC72$5.94K0.00%+72New
Private Wealth Management Group, LLC57$4.68K0.00%00.0%Unchanged
IMA Wealth, Inc.56$4.62K0.00%+56New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.53$4.40K0.00%00.0%Unchanged
Altshuler Shaham Ltd51$4.18K0.00%+3+6.3%Added
Basecamp Wealth Advisors LLC50$4.10K0.00%+50New
United Community Bank49$4.02K0.00%+49New
Avion Wealth57$4.00K0.00%−13−18.6%Reduced
Crewe Advisors LLC46$3.77K0.00%00.0%Unchanged
Harbour Investments, Inc.39$3.20K0.00%−31−44.3%Reduced
Sunbelt Securities, Inc.35$2.87K0.00%00.0%Unchanged
Colonial Trust Co34$2.80K0.00%00.0%Unchanged
Nemes Rush Group LLC34$2.79K0.00%+34New
Red Tortoise LLC33$2.71K0.00%00.0%Unchanged
Hughes Financial Services, LLC33$2.71K0.00%00.0%Unchanged
United Financial Planning Group LLC33$2.71K0.00%+33New
Zions Bancorporation, National Association32$2.63K0.00%00.0%Unchanged
JNBA Financial Advisors32$2.63K0.00%+32New
Montag A & Associates Inc31$2.59K0.00%−15−32.6%Reduced
Cornerstone Planning Group LLC30$2.58K0.00%−28−48.3%Reduced
Fortitude Family Office, LLC30$2.46K0.00%−14−31.8%Reduced
Activest Wealth Management29$2.38K0.00%+29New
Cape Investment Advisory, Inc.29$2.38K0.00%+29New
DiNuzzo Private Wealth, Inc.28$2.30K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC26$2.13K0.00%−16−38.1%Reduced
Dogwood Wealth Management LLC26$2.13K0.00%+24+1,200.0%Added
Bell Investment Advisors, Inc25$2.05K0.00%−15−37.5%Reduced
Navigoe, LLC31$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC19$2.00K0.00%+7+58.3%Added
Transamerica Financial Advisors, Inc.21$1.73K0.00%+3+16.7%Added
Granite FO LLC21$1.72K0.00%00.0%Unchanged
True Wealth Design, LLC20$1.64K0.00%−64−76.2%Reduced
Essential Partners LLC20$1.64K0.00%+20New
Carolina Wealth Advisors, LLC17$1.39K0.00%+17New
Rossby Financial, LCC16$1.31K0.00%+16New
Elyxium Wealth, LLC15$1.23K0.00%+15New
SBI Securities Co., Ltd.14$1.15K0.00%+5+55.6%Added
Cromwell Holdings LLC13$1.07K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$1.00K0.00%00.0%Unchanged
Investors Portfolio Services LLC12$9780.00%+12New
Bay Harbor Wealth Management, LLC11$9070.00%+4+57.1%Added
Financial Management Professionals, Inc.10$8250.00%00.0%Unchanged
HFM Investment Advisors, LLC9$7390.00%−1−10.0%Reduced
Highline Wealth Partners LLC9$7380.00%00.0%Unchanged
Eastern Bank7$5740.00%+7New
Cornerstone Financial Management LLC7$5740.00%+7New
ZRC Wealth Management, LLC6$4930.00%+1+20.0%Added
USA Financial Portformulas Corp6$4920.00%+6New
Manchester Capital Management LLC5$4110.00%00.0%Unchanged
Seneschal Advisors, LLC4$3290.00%00.0%Unchanged
AdvisorNet Financial, Inc4$3280.00%00.0%Unchanged
Dunhill Financial, LLC2$2000.00%+2New
TFC Financial Management1$830.00%00.0%Unchanged
Fairman Group, LLC1$700.00%00.0%Unchanged
Raleigh Capital Management Inc.0$190.00%0Unchanged
Jupiter Asset Management Ltd0$00.00%−277,462−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−88,345−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−71,629−100.0%Sold out
Summit Wealth Group LLC0$00.00%−115,735−100.0%Sold out
Jain Global LLC0$00.00%−64,248−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−49,043−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−37,115−100.0%Sold out
Trexquant Investment LP0$00.00%−36,702−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−35,400−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−27,042−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−21,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−15,606−100.0%Sold out
Pensionfund Sabic0$00.00%−14,100−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−12,623−100.0%Sold out
LMR Partners LLP0$00.00%−10,957−100.0%Sold out
Atom Investors LP0$00.00%−8,155−100.0%Sold out
Inscription Capital, LLC0$00.00%−6,704−100.0%Sold out
Marshall Wace, LLP0$00.00%−6,149−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−5,421−100.0%Sold out
Advyzon Investment Management, LLC0$00.00%−5,396−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−5,110−100.0%Sold out
DRW Securities, LLC0$00.00%−4,997−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−4,250−100.0%Sold out
Aaron Wealth Advisors0$00.00%−3,999−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−3,465−100.0%Sold out
Longboard Asset Management, LP0$00.00%−3,270−100.0%Sold out
Sageworth Trust Co0$00.00%−3,070−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−2,935−100.0%Sold out
Modern Wealth Management, LLC0$00.00%−2,773−100.0%Sold out
Inceptionr LLC0$00.00%−2,717−100.0%Sold out
Norden Group LLC0$00.00%−2,716−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−2,697−100.0%Sold out
Cooper Financial Group0$00.00%−2,476−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−2,375−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−2,367−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,281−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,193−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−827−100.0%Sold out