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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 9,650 | $757.2K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 9,713 | $762.2K | 0.01% | +708+7.9% | Added |
| Evergreen Capital Management LLC | 9,804 | $769.3K | 0.02% | +1,804+22.6% | Added |
| RBF Capital, LLC | 10,000 | $784.7K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,208 | $801.0K | 0.00% | +588+6.1% | Added |
| Verition Fund Management LLC | 10,272 | $806.0K | 0.01% | −67,299−86.8% | Reduced |
| Penserra Capital Management LLC | 10,323 | $810.0K | 0.01% | +10,323 | New |
| Ashton Thomas Private Wealth, LLC | 10,481 | $822.5K | 0.02% | +501+5.0% | Added |
| Gibbs Wealth Management | 10,627 | $833.9K | 0.11% | +7,837+280.9% | Added |
| Portside Wealth Group, LLC | 10,628 | $834.0K | 0.11% | +838+8.6% | Added |
| Huntington National Bank | 10,888 | $854.4K | 0.00% | +10,797+11,864.8% | Added |
| Landscape Capital Management, L.L.C. | 10,925 | $857.3K | 0.05% | −6,662−37.9% | Reduced |
| Pacer Advisors, Inc. | 10,954 | $860.0K | 0.00% | −181−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,052 | $867.2K | 0.00% | +737+7.1% | Added |
| Commerce Bank | 11,140 | $874.2K | 0.00% | +1,080+10.7% | Added |
| Voya Investment Management LLC | 11,315 | $887.9K | 0.00% | −187−1.6% | Reduced |
| New York Life Investment Management LLC | 11,351 | $890.7K | 0.01% | +2,773+32.3% | Added |
| CWM, LLC | 11,498 | $902.2K | 0.00% | −42,339−78.6% | Reduced |
| Mariner, LLC | 11,603 | $910.4K | 0.00% | +1,827+18.7% | Added |
| Portfolio Design Labs, LLC | 11,824 | $927.8K | 0.17% | −5,320−31.0% | Reduced |
| Xponance, Inc. | 11,865 | $931.0K | 0.01% | +2,730+29.9% | Added |
| Prudential Financial Inc | 11,884 | $932.5K | 0.00% | +4,391+58.6% | Added |
| Marshall Financial Group LLC | 12,045 | $945.1K | 0.15% | +124+1.0% | Added |
| Buckingham Strategic Partners | 12,144 | $952.9K | 0.01% | +187+1.6% | Added |
| Glenmede Trust Co NA | 12,296 | $964.9K | 0.00% | +149+1.2% | Added |
| Lido Advisors, LLC | 12,436 | $975.9K | 0.00% | −2,285−15.5% | Reduced |
| Brown Advisory Inc | 12,490 | $980.1K | 0.00% | +307+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,074 | $1.01M | 0.00% | −13,967−51.7% | Reduced |
| HighTower Advisors, LLC | 13,034 | $1.02M | 0.00% | +1,606+14.1% | Added |
| Novem Group | 13,101 | $1.03M | 0.12% | −302−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 13,430 | $1.05M | 0.03% | +4,430+49.2% | Added |
| Dumont & Blake Investment Advisors LLC | 13,662 | $1.07M | 0.27% | −296−2.1% | Reduced |
| Toronto Dominion Bank | 14,437 | $1.13M | 0.00% | +150+1.0% | Added |
| Principal Securities, Inc. | 14,480 | $1.14M | 0.02% | +2,741+23.3% | Added |
| Gotham Asset Management, LLC | 14,555 | $1.14M | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 14,674 | $1.15M | 0.04% | +1,302+9.7% | Added |
| Lafayette Investments, Inc. | 15,221 | $1.19M | 0.24% | −50−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,243 | $1.20M | 0.01% | +1,146+8.1% | Added |
| Elo Mutual Pension Insurance Co | 15,328 | $1.20M | 0.02% | +2,428+18.8% | Added |
| Headlands Technologies LLC | 15,462 | $1.21M | 0.14% | −8,597−35.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,518 | $1.22M | 0.20% | +8,368+63.6% | Added |
| Diversify Wealth Management, LLC | 13,551 | $1.23M | 0.02% | +13,551 | New |
| Sequoia Financial Advisors, LLC | 15,816 | $1.24M | 0.01% | −5,407−25.5% | Reduced |
| AIA Group Ltd | 15,831 | $1.24M | 0.02% | +4,768+43.1% | Added |
| OmniStar Financial Group, Inc. | 15,859 | $1.24M | 0.65% | +15,859 | New |
| Freestone Grove Partners LP | 16,344 | $1.28M | 0.01% | +16,344 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,566 | $1.30M | 0.02% | +6,442+63.6% | Added |
| Quantbot Technologies LP | 16,764 | $1.32M | 0.05% | +1,134+7.3% | Added |
| Pictet Asset Management Holding SA | 16,985 | $1.33M | 0.00% | +956+6.0% | Added |
| Ameritas Investment Partners, Inc. | 17,054 | $1.34M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,078 | $1.34M | 0.01% | +4,572+36.6% | Added |
| Parallel Advisors, LLC | 17,159 | $1.35M | 0.02% | −3,673−17.6% | Reduced |
| Sterling Capital Management LLC | 17,786 | $1.40M | 0.03% | −2,536−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,205 | $1.43M | 0.01% | +1,706+10.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,254 | $1.43M | 0.05% | +4,089+28.9% | Added |
| Oregon Public Employees Retirement Fund | 19,086 | $1.50M | 0.02% | +500+2.7% | Added |
| Two Sigma Investments, LP | 19,200 | $1.51M | 0.00% | +19,200 | New |
| SRS Capital Advisors, Inc. | 19,319 | $1.52M | 0.04% | +18,231+1,675.6% | Added |
| SG Americas Securities, LLC | 19,528 | $1.53M | 0.00% | −1,535−7.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,616 | $1.54M | 0.01% | −6,684−25.4% | Reduced |
| Oppenheimer Asset Management Inc. | 19,726 | $1.55M | 0.02% | +2,939+17.5% | Added |
| Moors & Cabot, Inc. | 20,298 | $1.59M | 0.07% | −13−0.1% | Reduced |
| Davenport & Co LLC | 20,797 | $1.63M | 0.01% | +53+0.3% | Added |
| New Mexico Educational Retirement Board | 20,800 | $1.63M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 20,812 | $1.63M | 0.02% | −80.0% | Reduced |
| Neuberger Berman Group LLC | 21,151 | $1.66M | 0.00% | +2,131+11.2% | Added |
| Deutsche Bank AG | 21,219 | $1.67M | 0.00% | +501+2.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 21,984 | $1.73M | 0.00% | +12,824+140.0% | Added |
| Linden Thomas Advisory Services, LLC | 22,320 | $1.75M | 0.17% | −34−0.2% | Reduced |
| State of Michigan Retirement System | 22,388 | $1.76M | 0.01% | +400+1.8% | Added |
| First Citizens Bank & Trust Co | 23,124 | $1.81M | 0.04% | −961−4.0% | Reduced |
| Quadrant Capital Group LLC | 23,222 | $1.82M | 0.05% | +5,655+32.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,276 | $1.83M | 0.01% | −100.0% | Reduced |
| Ensign Peak Advisors, Inc | 23,605 | $1.85M | 0.00% | −18,869−44.4% | Reduced |
| Captrust Financial Advisors | 23,750 | $1.86M | 0.00% | +493+2.1% | Added |
| Summit Trail Advisors, LLC | 24,298 | $1.91M | 0.03% | +6,432+36.0% | Added |
| Bank of Nova Scotia | 26,171 | $2.05M | 0.00% | +26,171 | New |
| Smithbridge Asset Management Inc | 26,201 | $2.06M | 0.30% | −400−1.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 26,678 | $2.09M | 0.01% | +26,678 | New |
| Fifth Third Bancorp | 26,690 | $2.09M | 0.00% | +25,464+2,077.0% | Added |
| Intech Investment Management LLC | 26,693 | $2.09M | 0.02% | −22,006−45.2% | Reduced |
| Mercer Global Advisors Inc | 26,804 | $2.10M | 0.00% | +3,978+17.4% | Added |
| Louisiana State Employees Retirement System | 26,900 | $2.11M | 0.04% | +1,200+4.7% | Added |
| MML Investors Services, LLC | 27,188 | $2.13M | 0.01% | +5,775+27.0% | Added |
| XTX Topco Ltd | 27,258 | $2.14M | 0.04% | +3,427+14.4% | Added |
| Yousif Capital Management, LLC | 28,202 | $2.21M | 0.03% | −1,541−5.2% | Reduced |
| Callan Family Office, LLC | 28,291 | $2.22M | 0.05% | +626+2.3% | Added |
| Arizona State Retirement System | 28,586 | $2.24M | 0.01% | −480−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 28,666 | $2.25M | 0.00% | +302+1.1% | Added |
| DGS Capital Management, LLC | 29,030 | $2.28M | 0.38% | −3,595−11.0% | Reduced |
| Sepio Capital, LP | 29,599 | $2.32M | 0.13% | −3,448−10.4% | Reduced |
| State of New Jersey Common Pension Fund D | 30,872 | $2.42M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 30,938 | $2.43M | 0.01% | −166−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,054 | $2.44M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 32,511 | $2.55M | 0.03% | +1,995+6.5% | Added |
| Cerity Partners LLC | 33,121 | $2.60M | 0.00% | −6,383−16.2% | Reduced |
| Graham Capital Management, L.P. | 33,844 | $2.66M | 0.09% | +7,950+30.7% | Added |
| Handelsbanken Fonder AB | 33,900 | $2.66M | 0.01% | +400+1.2% | Added |
| Citigroup Inc | 33,954 | $2.66M | 0.00% | −18,957−35.8% | Reduced |
| Crossmark Global Holdings, Inc. | 34,501 | $2.71M | 0.04% | −110−0.3% | Reduced |