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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 313 | $24.2K | 0.00% | −2−0.6% | Reduced |
| Financial Network Wealth Advisors LLC | 309 | $24.2K | 0.02% | +157+103.3% | Added |
| Asset Dedication, LLC | 320 | $25.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 321 | $25.2K | 0.00% | +56+21.1% | Added |
| CX Institutional | 368 | $29.0K | 0.00% | +368 | New |
| CoreFirst Bank & Trust | 373 | $29.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 389 | $29.6K | 0.00% | −231−37.3% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $30.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 399 | $31.3K | 0.00% | −356−47.2% | Reduced |
| Medallion Wealth Advisors, LLC | 400 | $31.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 415 | $32.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 420 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 462 | $36.3K | 0.00% | +423+1,084.6% | Added |
| Central Trust Co | 481 | $37.7K | 0.00% | −76−13.6% | Reduced |
| Root Financial Partners, LLC | 487 | $38.2K | 0.00% | +141+40.8% | Added |
| Addison Advisors LLC | 488 | $38.3K | 0.01% | −15−3.0% | Reduced |
| Quent Capital, LLC | 491 | $38.5K | 0.00% | +192+64.2% | Added |
| Washington Trust Advisors, Inc. | 508 | $39.9K | 0.00% | −5−1.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 546 | $42.8K | 0.01% | −27−4.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 557 | $43.7K | 0.01% | −8−1.4% | Reduced |
| Smithfield Trust Co | 574 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 600 | $47.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 601 | $47.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 602 | $47.2K | 0.00% | −13,373−95.7% | Reduced |
| Rothschild Investment LLC | 607 | $47.6K | 0.00% | +42+7.4% | Added |
| Larson Financial Group LLC | 613 | $48.1K | 0.00% | +534+675.9% | Added |
| Rialto Wealth Management, LLC | 692 | $54.3K | 0.01% | +11+1.6% | Added |
| SJS Investment Consulting Inc. | 694 | $54.5K | 0.01% | +496+250.5% | Added |
| Private Trust Co NA | 697 | $54.7K | 0.00% | −87−11.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 741 | $58.1K | 0.03% | +741 | New |
| WealthCollab, LLC | 777 | $61.0K | 0.03% | −53−6.4% | Reduced |
| Ancora Advisors, LLC | 808 | $63.4K | 0.00% | +108+15.4% | Added |
| Ronald Blue Trust, Inc. | 816 | $64.0K | 0.00% | −321−28.2% | Reduced |
| Evolution Advisers, Inc. | 873 | $68.0K | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $71.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 926 | $72.7K | 0.00% | +926 | New |
| Covestor Ltd | 959 | $75.0K | 0.05% | −572−37.4% | Reduced |
| South State Corp. | 963 | $75.6K | 0.00% | −14−1.4% | Reduced |
| Advisory Services Network, LLC | 1,061 | $83.2K | 0.00% | +1,061 | New |
| Bard Associates Inc | 1,177 | $92.4K | 0.02% | +1,177 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,324 | $103.9K | 0.02% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 1,330 | $104.0K | 0.01% | +201+17.8% | Added |
| National Bank of Canada | 1,374 | $106.6K | 0.00% | +209+17.9% | Added |
| Bryn Mawr Trust Co | 1,407 | $110.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,439 | $112.9K | 0.06% | −18−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,473 | $115.6K | 0.00% | +266+22.0% | Added |
| Allworth Financial LP | 1,479 | $116.1K | 0.00% | +535+56.7% | Added |
| Cassaday & Co Wealth Management LLC | 1,524 | $119.6K | 0.00% | +1,524 | New |
| Hills Bank & Trust Co | 1,648 | $129.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,787 | $140.2K | 0.00% | +18+1.0% | Added |
| Versant Capital Management, Inc | 1,900 | $149.1K | 0.01% | +1,425+300.0% | Added |
| Hollencrest Capital Management | 1,904 | $149.4K | 0.01% | +4+0.2% | Added |
| IFP Advisors, Inc | 2,178 | $170.9K | 0.00% | −2,488−53.3% | Reduced |
| Peterson Wealth Services | 2,213 | $173.6K | 0.04% | +460+26.2% | Added |
| Farther Finance Advisors, LLC | 2,295 | $179.1K | 0.00% | +591+34.7% | Added |
| STRS Ohio | 2,447 | $192.0K | 0.00% | −4−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,551 | $200.2K | 0.01% | +29+1.1% | Added |
| We Are One Seven, LLC | 2,554 | $200.4K | 0.00% | +2,554 | New |
| CAPROCK Group, Inc. | 2,554 | $200.4K | 0.00% | +2,554 | New |
| Meeder Advisory Services, Inc. | 2,557 | $200.7K | 0.01% | −168−6.2% | Reduced |
| Atomi Financial Group, Inc. | 2,562 | $201.0K | 0.01% | −7−0.3% | Reduced |
| Altar Rock LLC | 2,603 | $204.3K | 0.24% | +2,603 | New |
| HB Wealth Management, LLC | 2,610 | $204.8K | 0.00% | +2,610 | New |
| TrueWealth Advisors, LLC | 2,640 | $207.2K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,648 | $207.8K | 0.00% | +2,648 | New |
| Bessemer Group Inc | 2,655 | $208.0K | 0.00% | −252−8.7% | Reduced |
| Valley National Advisers Inc | 2,688 | $210.0K | 0.03% | +8+0.3% | Added |
| RFG Advisory, LLC | 2,693 | $211.4K | 0.00% | +2,693 | New |
| Vise Technologies, Inc. | 2,590 | $212.4K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 2,712 | $212.8K | 0.02% | +2,712 | New |
| Financial Planning Hawaii, Inc. | 2,720 | $213.4K | 0.13% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,728 | $214.1K | 0.00% | +2,728 | New |
| Susquehanna International Group, LLP | 2,847 | $223.4K | 0.00% | −13,997−83.1% | Reduced |
| Avantra Family Wealth, Inc. | 2,850 | $223.6K | 0.17% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,964 | $232.6K | 0.01% | +2,964 | New |
| Tower Research Capital LLC (TRC) | 2,969 | $233.0K | 0.01% | −1,858−38.5% | Reduced |
| North Dakota State Investment Board | 2,991 | $234.7K | 0.01% | −707−19.1% | Reduced |
| Claro Advisors LLC | 3,025 | $237.4K | 0.03% | +3,025 | New |
| Gallacher Capital Management LLC | 3,032 | $237.9K | 0.09% | +273+9.9% | Added |
| Outlook Wealth Advisors, LLC | 3,036 | $238.3K | 0.06% | +21+0.7% | Added |
| Exchange Traded Concepts, LLC | 3,058 | $240.0K | 0.00% | −135−4.2% | Reduced |
| NBT Bank N A | 3,081 | $241.8K | 0.02% | +2,999+3,657.3% | Added |
| Horizon Investments, LLC | 3,104 | $243.6K | 0.00% | −118−3.7% | Reduced |
| Florida Financial Advisors, LLC | 3,119 | $244.9K | 0.06% | +3,119 | New |
| Shelton Capital Management | 3,145 | $246.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,157 | $247.8K | 0.01% | +3,157 | New |
| Korea Investment CORP | 3,172 | $248.9K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,179 | $249.5K | 0.05% | −1,529−32.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,185 | $249.9K | 0.03% | −90−2.7% | Reduced |
| Royal Capital Wealth Management, LLC | 3,202 | $251.3K | 0.16% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 3,300 | $259.0K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,300 | $259.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,300 | $259.0K | 0.01% | +3,300 | New |
| Kestra Advisory Services, LLC | 3,318 | $260.4K | 0.00% | −1,055−24.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,339 | $262.0K | 0.00% | −1,465−30.5% | Reduced |
| Cullen Investment Group, Ltd. | 3,375 | $264.8K | 0.03% | +19+0.6% | Added |
| Hardy Reed LLC | 3,408 | $267.4K | 0.02% | +99+3.0% | Added |
| Greenleaf Trust | 3,422 | $268.5K | 0.00% | +3,422 | New |
| Cadent Capital Advisors, LLC | 3,422 | $268.5K | 0.07% | 00.0% | Unchanged |