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, 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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 76,779 | $6.02M | 0.90% | −4,390−5.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 72,405 | $5.68M | 1.75% | +1,183+1.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 72,251 | $5.67M | 0.02% | −3,743−4.9% | Reduced |
| Karl Kapital LLC | 72,140 | $5.66M | 3.92% | +29,068+67.5% | Added |
| Great West Life Assurance Co | 71,136 | $5.58M | 0.01% | −1,504−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 70,686 | $5.55M | 0.00% | −1,196−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 70,449 | $5.53M | 0.06% | +70,449 | New |
| Union Heritage Capital, LLC | 68,700 | $5.39M | 2.00% | 00.0% | Unchanged |
| Southernsun Asset Management, LLC | 67,403 | $5.29M | 0.77% | +913+1.4% | Added |
| Modera Wealth Management, LLC | 66,355 | $5.21M | 0.06% | −4,255−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 63,694 | $4.96M | 0.01% | +53,974+555.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 63,199 | $4.96M | 0.01% | +148+0.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,302 | $4.81M | 0.01% | −5,816−8.7% | Reduced |
| HBK Sorce Advisory LLC | 51,788 | $4.72M | 0.10% | +78+0.2% | Added |
| Los Angeles Capital Management LLC | 58,357 | $4.58M | 0.02% | −9,385−13.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 57,890 | $4.54M | 0.04% | −89,410−60.7% | Reduced |
| Capital Fund Management S.A. | 57,174 | $4.49M | 0.04% | −64,216−52.9% | Reduced |
| Public Employees Retirement System of Ohio | 57,086 | $4.48M | 0.01% | −2,992−5.0% | Reduced |
| MAI Capital Management | 53,987 | $4.24M | 0.02% | +1,427+2.7% | Added |
| Mill Creek Capital Advisors, LLC | 51,309 | $4.03M | 0.08% | +1,325+2.7% | Added |
| ExodusPoint Capital Management, LP | 50,212 | $3.94M | 0.04% | −15,183−23.2% | Reduced |
| CWM Advisors, LLC | 49,401 | $3.88M | 0.23% | +11,884+31.7% | Added |
| Sanctuary Advisors, LLC | 48,609 | $3.81M | 0.02% | −453−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 48,039 | $3.77M | 0.05% | −8,177−14.5% | Reduced |
| APG Asset Management N.V. | 54,829 | $3.73M | 0.01% | −3,992−6.8% | Reduced |
| Russell Investments Group, Ltd. | 47,603 | $3.73M | 0.00% | −7,827−14.1% | Reduced |
| Banco Santander, S.A. | 47,549 | $3.73M | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 46,245 | $3.63M | 0.22% | +10,091+27.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,201 | $3.63M | 0.07% | +46,201 | New |
| MetLife Investment Management | 45,851 | $3.60M | 0.02% | +231+0.5% | Added |
| New Age Alpha Advisors, LLC | 45,556 | $3.57M | 0.17% | −1,597−3.4% | Reduced |
| Allianz Asset Management GmbH | 45,291 | $3.55M | 0.00% | −31,711−41.2% | Reduced |
| Janus Henderson Group PLC | 45,122 | $3.54M | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 45,028 | $3.53M | 0.03% | −12,627−21.9% | Reduced |
| Nisa Investment Advisors, LLC | 44,127 | $3.46M | 0.01% | +275+0.6% | Added |
| Engineers Gate Manager LP | 44,033 | $3.46M | 0.04% | −76,688−63.5% | Reduced |
| Treasurer of the State of North Carolina | 43,797 | $3.44M | 0.01% | +935+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 43,594 | $3.42M | 0.03% | +471+1.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 43,464 | $3.41M | 0.12% | +4,247+10.8% | Added |
| Henshaw Capital LLC | 43,101 | $3.38M | 0.13% | +258+0.6% | Added |
| Moran Wealth Management, LLC | 42,956 | $3.37M | 0.10% | −1,198−2.7% | Reduced |
| Amalgamated Bank | 42,667 | $3.35M | 0.03% | +1,137+2.7% | Added |
| Zacks Investment Management | 42,459 | $3.33M | 0.03% | +6,796+19.1% | Added |
| Holocene Advisors, LP | 42,056 | $3.30M | 0.01% | −477−1.1% | Reduced |
| Citadel Advisors LLC | 41,969 | $3.29M | 0.00% | −110,307−72.4% | Reduced |
| New York State Common Retirement Fund | 41,900 | $3.29M | 0.00% | −1,200−2.8% | Reduced |
| Oxbow Advisors, LLC | 41,842 | $3.28M | 0.28% | +41,842 | New |
| Brandes Investment Partners, LP | 40,604 | $3.19M | 0.02% | +4,941+13.9% | Added |
| Bokf, NA | 40,387 | $3.17M | 0.05% | −722−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 40,217 | $3.16M | 0.00% | +1,670+4.3% | Added |
| US Bancorp | 39,926 | $3.13M | 0.00% | +1,558+4.1% | Added |
| Ingalls & Snyder LLC | 39,853 | $3.13M | 0.11% | +700+1.8% | Added |
| KBC Group NV | 39,715 | $3.12M | 0.01% | −6,912−14.8% | Reduced |
| Atria Investments LLC | 39,457 | $3.10M | 0.03% | −91−0.2% | Reduced |
| State of Tennessee, Treasury Department | 38,835 | $3.05M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,040 | $2.98M | 0.00% | +9,086+31.4% | Added |
| Lazard Asset Management LLC | 38,037 | $2.98M | 0.00% | +17,504+85.2% | Added |
| Vanguard Global Advisers, LLC | 37,926 | $2.98M | 0.00% | +37,926 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,708 | $2.96M | 0.01% | +6,885+22.3% | Added |
| Worldquant Millennium Advisors LLC | 37,536 | $2.95M | 0.01% | −682−1.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 37,504 | $2.94M | 0.47% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 37,072 | $2.91M | 0.02% | +190+0.5% | Added |
| Colony Group, LLC | 36,819 | $2.91M | 0.00% | +7,832+27.0% | Added |
| Third View Private Wealth, LLC | 36,505 | $2.86M | 0.39% | +2,276+6.6% | Added |
| Allstate Corp | 36,312 | $2.85M | 0.03% | +36,312 | New |
| Abn Amro Investment Solutions | 35,810 | $2.81M | 0.04% | −10,475−22.6% | Reduced |
| Mutual of America Capital Management LLC | 35,599 | $2.79M | 0.03% | −3,128−8.1% | Reduced |
| Diversified Trust Co | 35,492 | $2.79M | 0.05% | +1,783+5.3% | Added |
| Credit Agricole S A | 34,621 | $2.72M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 34,501 | $2.71M | 0.04% | −110−0.3% | Reduced |
| Citigroup Inc | 33,954 | $2.66M | 0.00% | −18,957−35.8% | Reduced |
| Handelsbanken Fonder AB | 33,900 | $2.66M | 0.01% | +400+1.2% | Added |
| Graham Capital Management, L.P. | 33,844 | $2.66M | 0.09% | +7,950+30.7% | Added |
| Cerity Partners LLC | 33,121 | $2.60M | 0.00% | −6,383−16.2% | Reduced |
| JustInvest LLC | 32,511 | $2.55M | 0.03% | +1,995+6.5% | Added |
| Teachers Retirement System of the State of Kentucky | 31,054 | $2.44M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 30,938 | $2.43M | 0.01% | −166−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 30,872 | $2.42M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 29,599 | $2.32M | 0.13% | −3,448−10.4% | Reduced |
| DGS Capital Management, LLC | 29,030 | $2.28M | 0.38% | −3,595−11.0% | Reduced |
| The PNC Financial Services Group, Inc. | 28,666 | $2.25M | 0.00% | +302+1.1% | Added |
| Arizona State Retirement System | 28,586 | $2.24M | 0.01% | −480−1.7% | Reduced |
| Callan Family Office, LLC | 28,291 | $2.22M | 0.05% | +626+2.3% | Added |
| Yousif Capital Management, LLC | 28,202 | $2.21M | 0.03% | −1,541−5.2% | Reduced |
| XTX Topco Ltd | 27,258 | $2.14M | 0.04% | +3,427+14.4% | Added |
| MML Investors Services, LLC | 27,188 | $2.13M | 0.01% | +5,775+27.0% | Added |
| Louisiana State Employees Retirement System | 26,900 | $2.11M | 0.04% | +1,200+4.7% | Added |
| Mercer Global Advisors Inc | 26,804 | $2.10M | 0.00% | +3,978+17.4% | Added |
| Intech Investment Management LLC | 26,693 | $2.09M | 0.02% | −22,006−45.2% | Reduced |
| Fifth Third Bancorp | 26,690 | $2.09M | 0.00% | +25,464+2,077.0% | Added |
| Vanguard Investments Australia, Ltd. | 26,678 | $2.09M | 0.01% | +26,678 | New |
| Smithbridge Asset Management Inc | 26,201 | $2.06M | 0.30% | −400−1.5% | Reduced |
| Bank of Nova Scotia | 26,171 | $2.05M | 0.00% | +26,171 | New |
| Summit Trail Advisors, LLC | 24,298 | $1.91M | 0.03% | +6,432+36.0% | Added |
| Captrust Financial Advisors | 23,750 | $1.86M | 0.00% | +493+2.1% | Added |
| Ensign Peak Advisors, Inc | 23,605 | $1.85M | 0.00% | −18,869−44.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,276 | $1.83M | 0.01% | −100.0% | Reduced |
| Quadrant Capital Group LLC | 23,222 | $1.82M | 0.05% | +5,655+32.2% | Added |
| First Citizens Bank & Trust Co | 23,124 | $1.81M | 0.04% | −961−4.0% | Reduced |
| State of Michigan Retirement System | 22,388 | $1.76M | 0.01% | +400+1.8% | Added |