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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,540 | $277.8K | 0.01% | +996+39.2% | Added |
| Capstone Investment Advisors, LLC | 3,551 | $278.6K | 0.00% | +3,551 | New |
| Dakota Wealth Management | 3,657 | $287.0K | 0.01% | −201−5.2% | Reduced |
| Caitlin John, LLC | 3,667 | $287.7K | 0.17% | −2,275−38.3% | Reduced |
| Pensionmark Financial Group, LLC | 3,688 | $289.4K | 0.00% | +311+9.2% | Added |
| Simplicity Wealth,LLC | 3,702 | $290.5K | 0.02% | +870+30.7% | Added |
| Blackstone Group Inc. | 3,753 | $294.5K | 0.00% | +3,753 | New |
| Leo Wealth, LLC | 3,760 | $295.0K | 0.02% | +424+12.7% | Added |
| CIBC Asset Management Inc | 3,810 | $299.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,880 | $304.4K | 0.00% | +521+15.5% | Added |
| Citadel Investment Advisory, Inc. | 3,890 | $305.0K | 0.15% | −50−1.3% | Reduced |
| Syon Capital LLC | 3,964 | $311.1K | 0.02% | +1,006+34.0% | Added |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $313.9K | 0.25% | 00.0% | Unchanged |
| Ethic Inc. | 4,040 | $317.0K | 0.00% | +332+9.0% | Added |
| Chicago Partners Investment Group LLC | 3,740 | $317.1K | 0.01% | +3,740 | New |
| One Wealth Capital Management, LLC | 3,474 | $317.9K | 0.14% | +3,474 | New |
| Steward Partners Investment Advisory, LLC | 4,057 | $318.4K | 0.00% | +417+11.5% | Added |
| Fifth Third Wealth Advisors LLC | 4,111 | $322.6K | 0.01% | −53−1.3% | Reduced |
| Private Advisor Group, LLC | 4,257 | $334.0K | 0.00% | +13+0.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,470 | $350.8K | 0.02% | +1,012+29.3% | Added |
| Legacy Financial Advisors, Inc. | 4,512 | $354.1K | 0.05% | +78+1.8% | Added |
| SHP Wealth Management | 4,560 | $357.8K | 0.03% | +23+0.5% | Added |
| EntryPoint Capital, LLC | 4,661 | $365.7K | 0.11% | −2,853−38.0% | Reduced |
| Omers Administration Corp | 4,666 | $366.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,702 | $369.0K | 0.04% | +4,702 | New |
| Frec Markets, Inc. | 4,747 | $372.5K | 0.06% | +4,747 | New |
| GWM Advisors LLC | 4,894 | $384.1K | 0.00% | +346+7.6% | Added |
| Axq Capital, LP | 4,916 | $385.8K | 0.05% | −5,200−51.4% | Reduced |
| M&T Bank Corp | 4,958 | $389.1K | 0.00% | +535+12.1% | Added |
| DnB Asset Management AS | 4,988 | $391.4K | 0.00% | +4,988 | New |
| Pavaki Capital Management LLC | 5,000 | $392.4K | 0.28% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,009 | $393.0K | 0.01% | +4,279+586.2% | Added |
| Cullen/Frost Bankers, Inc. | 5,036 | $395.1K | 0.00% | +918+22.3% | Added |
| Polymer Capital Management (US) LLC | 5,049 | $396.2K | 0.06% | +5,049 | New |
| Maryland State Retirement & Pension System | 5,131 | $402.6K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,227 | $410.2K | 0.00% | +977+23.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,354 | $420.2K | 0.37% | −15,762−74.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,448 | $427.5K | 0.02% | −26,895−83.2% | Reduced |
| Utah Retirement Systems | 5,498 | $431.4K | 0.00% | −11,667−68.0% | Reduced |
| Ashton Thomas Securities, LLC | 5,568 | $436.9K | 0.05% | +20+0.4% | Added |
| Ci Investments Inc. | 5,604 | $439.7K | 0.00% | −12−0.2% | Reduced |
| Aviva PLC | 5,629 | $441.7K | 0.00% | −7,769−58.0% | Reduced |
| Concurrent Investment Advisors, LLC | 5,771 | $452.8K | 0.00% | −2,426−29.6% | Reduced |
| AdvisorShares Investments LLC | 5,871 | $460.7K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,909 | $463.7K | 0.02% | −401−6.4% | Reduced |
| Icon Wealth Advisors, LLC | 5,249 | $477.0K | 0.03% | +116+2.3% | Added |
| Panagora Asset Management Inc | 6,094 | $478.2K | 0.00% | −85−1.4% | Reduced |
| Haverford Trust Co | 6,250 | $490.4K | 0.00% | −300−4.6% | Reduced |
| Clearstead Advisors, LLC | 6,254 | $490.8K | 0.00% | −308−4.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,261 | $491.3K | 0.12% | +216+3.6% | Added |
| Camden Capital, LLC | 6,277 | $492.6K | 0.03% | +2,037+48.0% | Added |
| Beaumont Financial Advisors, LLC | 6,292 | $493.7K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,300 | $494.4K | 0.00% | −130,937−95.4% | Reduced |
| Lansing Street Advisors | 6,316 | $495.6K | 0.13% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,328 | $497.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,423 | $504.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,456 | $506.6K | 0.01% | −4,910−43.2% | Reduced |
| Odyssean, LLC | 6,482 | $508.6K | 0.19% | −2,476−27.6% | Reduced |
| Wellington Shields & Co., LLC | 6,500 | $510.1K | 0.13% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,502 | $510.2K | 0.08% | +6,502 | New |
| State of Wyoming | 6,533 | $512.6K | 0.06% | −971−12.9% | Reduced |
| OP Asset Management Ltd | 6,539 | $513.1K | 0.01% | +6,539 | New |
| Advisors Preferred, LLC | 6,571 | $515.6K | 0.08% | +6,571 | New |
| Kahn Brothers Group Inc | 6,596 | $517.6K | 0.09% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,675 | $523.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,945 | $526.1K | 0.00% | +6,320+1,011.2% | Added |
| Ghe, LLC | 6,764 | $530.8K | 0.22% | −290−4.1% | Reduced |
| MQS Management LLC | 6,767 | $531.0K | 0.36% | −1,843−21.4% | Reduced |
| Securian Asset Management, Inc | 6,781 | $532.1K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,877 | $539.6K | 0.01% | +240+3.6% | Added |
| United Capital Financial Advisers, LLC | 6,895 | $541.1K | 0.00% | +3,879+128.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,897 | $541.2K | 0.02% | −531−7.1% | Reduced |
| Signaturefd, LLC | 6,920 | $543.0K | 0.01% | +3,187+85.4% | Added |
| Impact Partnership Wealth, LLC | 7,011 | $550.2K | 0.07% | +810+13.1% | Added |
| Gateway Wealth Partners, LLC | 7,122 | $558.9K | 0.02% | +7,122 | New |
| Ameritas Advisory Services, LLC | 7,167 | $562.4K | 0.02% | +197+2.8% | Added |
| Commonwealth Equity Services, LLC | 7,271 | $570.6K | 0.00% | +199+2.8% | Added |
| GAMMA Investing LLC | 7,388 | $579.7K | 0.03% | +128+1.8% | Added |
| FORA Capital, LLC | 7,416 | $581.6K | 0.04% | +7,416 | New |
| Aquatic Capital Management LLC | 7,458 | $585.2K | 0.02% | −6,946−48.2% | Reduced |
| Skopos Labs, Inc. | 7,492 | $587.8K | 0.02% | +4,786+176.9% | Added |
| Umb Bank N A | 7,745 | $607.8K | 0.01% | −68,967−89.9% | Reduced |
| Investment Management Corp | 7,789 | $611.2K | 0.52% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,749 | $614.6K | 0.05% | −503−6.9% | Reduced |
| Inspire Advisors, LLC | 7,942 | $623.2K | 0.05% | +1,261+18.9% | Added |
| JMN Financial LLC | 8,009 | $628.5K | 0.62% | −3,026−27.4% | Reduced |
| SummitTX Capital, L.P. | 8,162 | $640.5K | 0.02% | −18,068−68.9% | Reduced |
| Point72 Asset Management, L.P. | 8,605 | $675.2K | 0.00% | −110,107−92.8% | Reduced |
| Kestra Private Wealth Services, LLC | 8,654 | $679.1K | 0.01% | −276−3.1% | Reduced |
| Precision Wealth Strategies, LLC | 8,870 | $696.0K | 0.23% | +2,480+38.8% | Added |
| Danske Bank A/S | 8,987 | $705.2K | 0.00% | −11,698−56.6% | Reduced |
| Federated Hermes, Inc. | 9,010 | $707.0K | 0.00% | +1,527+20.4% | Added |
| Ascent Group, LLC | 9,056 | $710.6K | 0.02% | −3,795−29.5% | Reduced |
| NBC Securities, Inc. | 9,149 | $717.9K | 0.05% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,190 | $721.2K | 0.01% | +481+5.5% | Added |
| Mirabella Financial Services LLP | 9,269 | $727.3K | 0.07% | +9,269 | New |
| State of Alaska, Department of Revenue | 9,308 | $730.0K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,400 | $737.6K | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 9,427 | $739.7K | 0.00% | +1,745+22.7% | Added |
| Harrell Investment Partners, LLC | 9,460 | $742.3K | 0.18% | +42+0.4% | Added |