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, Q1 2026

Institutional positions in SEI Investments Co as of Mar 31, 2026. 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: 569; +16 vs. Q4 2025
Shares held: 90.0M; +13.0M (+16.8%) vs. Q4 2025
Total value: $7.06B; +$740.6M (+11.7%) vs. Q4 2025
New holders: 76; 217 more added
Sold out: 60; 179 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 569 institutions

Value heldQ1 2026: $7.06B

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, Q1 2026

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q4 2025.

Institutions holding SEIC in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Fairman Group, LLC	1	$66	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	1	$78	0.00%	−1,237−99.9%	Reduced
TFC Financial Management	1	$79	0.00%	00.0%	Unchanged
3 Factor Indexing, LLC	1	$79	0.00%	+1	New
Dogwood Wealth Management LLC	2	$157	0.00%	−24−92.3%	Reduced
Raffa Wealth Management, LLC	2	$157	0.00%	+2	New
MV Capital Management, Inc.	2	$157	0.00%	+2	New
American Capital Advisory, LLC	2	$157	0.00%	+2	New
Curio Wealth, LLC	2	$157	0.00%	+2	New
Dunhill Financial, LLC	2	$191	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	3	$235	0.00%	+3	New
Seneschal Advisors, LLC	4	$314	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	5	$392	0.00%	+1+25.0%	Added
Manchester Capital Management LLC	5	$393	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	6	$471	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	7	$549	0.00%	+7	New
First Horizon Corp	8	$628	0.00%	+8	New
Highline Wealth Partners LLC	9	$706	0.00%	00.0%	Unchanged
Kilter Group LLC	9	$707	0.00%	+9	New
Financial Management Professionals, Inc.	10	$785	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	10	$785	0.00%	+1+11.1%	Added
Winthrop Capital Management, LLC	19	$1.00K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	13	$1.00K	0.00%	00.0%	Unchanged
Investors Portfolio Services LLC	11	$1.01K	0.00%	−1−8.3%	Reduced
Cromwell Holdings LLC	13	$1.02K	0.00%	00.0%	Unchanged
SBI Securities Co., Ltd.	15	$1.18K	0.00%	+1+7.1%	Added
Grove Bank & Trust	16	$1.26K	0.00%	+16	New
Principia Wealth Advisory, LLC	16	$1.26K	0.00%	+16	New
Bay Harbor Wealth Management, LLC	17	$1.33K	0.00%	+6+54.5%	Added
Bogart Wealth, LLC	18	$1.41K	0.00%	+18	New
Operose Advisors LLC	19	$1.49K	0.00%	+19	New
Rossby Financial, LCC	20	$1.56K	0.00%	+4+25.0%	Added
Granite FO LLC	21	$1.65K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	23	$1.80K	0.00%	+16+228.6%	Added
Navigoe, LLC	31	$2.00K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	26	$2.04K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	28	$2.20K	0.00%	−5−15.2%	Reduced
DiNuzzo Private Wealth, Inc.	28	$2.20K	0.00%	00.0%	Unchanged
Activest Wealth Management	29	$2.28K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	29	$2.29K	0.00%	+8+38.1%	Added
JPL Wealth Management, LLC	31	$2.43K	0.00%	+31	New
Montag A & Associates Inc	31	$2.46K	0.00%	00.0%	Unchanged
Zions Bancorporation, National Association	32	$2.51K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	32	$2.51K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	32	$2.51K	0.00%	+32	New
Red Tortoise LLC	33	$2.59K	0.00%	00.0%	Unchanged
United Financial Planning Group LLC	33	$2.59K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	34	$2.67K	0.00%	00.0%	Unchanged
Colonial Trust Co	34	$2.68K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	30	$2.72K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	35	$2.75K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	37	$2.90K	0.00%	−47−56.0%	Reduced
Raleigh Capital Management Inc.	40	$3.16K	0.00%	+40	Added
Basecamp Wealth Advisors LLC	44	$3.45K	0.00%	−6−12.0%	Reduced
Crewe Advisors LLC	46	$3.61K	0.00%	00.0%	Unchanged
Avion Wealth	63	$4.00K	0.00%	+6+10.5%	Added
Altshuler Shaham Ltd	51	$4.00K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	51	$4.00K	0.03%	+51	New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	53	$4.16K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	53	$4.16K	0.00%	+53	New
Bare Financial Services, Inc	54	$4.24K	0.00%	−24−30.8%	Reduced
IMA Wealth, Inc.	54	$4.24K	0.00%	−2−3.6%	Reduced
Private Wealth Management Group, LLC	57	$4.47K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	69	$5.42K	0.00%	−175−71.7%	Reduced
Parkside Financial Bank & Trust	71	$5.57K	0.00%	−185−72.3%	Reduced
Farmers & Merchants Investments Inc	86	$6.75K	0.00%	00.0%	Unchanged
Signature Equity Partners, LLC	88	$6.93K	0.00%	+12+15.8%	Added
Eurizon Capital SGR S.p.A.	104	$8.07K	0.00%	+104	New
Fortitude Family Office, LLC	103	$8.08K	0.00%	+73+243.3%	Added
Creative Financial Designs Inc	105	$8.22K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	105	$8.24K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	109	$8.55K	0.00%	+84+336.0%	Added
Owl Creek Wealth Partners LLC	120	$9.42K	0.00%	+120	New
Twin Peaks Wealth Advisors, LLC	125	$9.81K	0.00%	+125	New
Richardson Financial Services Inc.	130	$10.2K	0.01%	+20+18.2%	Added
JFS Wealth Advisors, LLC	137	$10.8K	0.00%	−3−2.1%	Reduced
Access Investment Management LLC	138	$10.8K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	145	$11.4K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	145	$11.4K	0.00%	+145	New
Bartlett & Co. Wealth Management LLC	131	$12.0K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	157	$12.3K	0.01%	00.0%	Unchanged
ZRC Wealth Management, LLC	157	$12.3K	0.00%	+151+2,516.7%	Added
CoreCap Advisors, LLC	170	$13.3K	0.00%	−327−65.8%	Reduced
UMA Financial Services, Inc.	180	$14.1K	0.00%	+81+81.8%	Added
Spire Wealth Management	188	$14.8K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	196	$14.9K	0.00%	+36+22.5%	Added
Intentional Wealth Strategies, LLC	199	$15.6K	0.01%	+199	New
Anchor Investment Management, LLC	200	$15.7K	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	200	$15.7K	0.01%	+86+75.4%	Added
Group One Trading, L.P.	203	$15.9K	0.00%	00.0%	Unchanged
Assetmark, Inc	211	$16.6K	0.00%	+106+101.0%	Added
Copeland Capital Management, LLC	221	$17.3K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	235	$18.4K	0.01%	00.0%	Unchanged
North Star Investment Management Corp.	243	$19.1K	0.00%	+68+38.9%	Added
Arlington Trust Co LLC	248	$19.5K	0.00%	00.0%	Unchanged
Mather Group, LLC.	262	$20.6K	0.00%	+262	New
Harbor Capital Advisors, Inc.	269	$21.0K	0.00%	−49−15.4%	Reduced
Pinnacle Wealth Planning Services, Inc.	269	$21.1K	0.00%	−29−9.7%	Reduced
CVA Family Office, LLC	272	$21.3K	0.00%	+178+189.4%	Added
True Wealth Design, LLC	284	$22.3K	0.01%	+264+1,320.0%	Added