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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 22,320 | $1.75M | 0.17% | −34−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 21,984 | $1.73M | 0.00% | +12,824+140.0% | Added |
| Deutsche Bank AG | 21,219 | $1.67M | 0.00% | +501+2.4% | Added |
| Neuberger Berman Group LLC | 21,151 | $1.66M | 0.00% | +2,131+11.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,812 | $1.63M | 0.02% | −80.0% | Reduced |
| New Mexico Educational Retirement Board | 20,800 | $1.63M | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 20,797 | $1.63M | 0.01% | +53+0.3% | Added |
| Moors & Cabot, Inc. | 20,298 | $1.59M | 0.07% | −13−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 19,726 | $1.55M | 0.02% | +2,939+17.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,616 | $1.54M | 0.01% | −6,684−25.4% | Reduced |
| SG Americas Securities, LLC | 19,528 | $1.53M | 0.00% | −1,535−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 19,319 | $1.52M | 0.04% | +18,231+1,675.6% | Added |
| Two Sigma Investments, LP | 19,200 | $1.51M | 0.00% | +19,200 | New |
| Oregon Public Employees Retirement Fund | 19,086 | $1.50M | 0.02% | +500+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,254 | $1.43M | 0.05% | +4,089+28.9% | Added |
| O'Shaughnessy Asset Management, LLC | 18,205 | $1.43M | 0.01% | +1,706+10.3% | Added |
| Sterling Capital Management LLC | 17,786 | $1.40M | 0.03% | −2,536−12.5% | Reduced |
| Parallel Advisors, LLC | 17,159 | $1.35M | 0.02% | −3,673−17.6% | Reduced |
| Park Avenue Securities LLC | 17,078 | $1.34M | 0.01% | +4,572+36.6% | Added |
| Ameritas Investment Partners, Inc. | 17,054 | $1.34M | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 16,985 | $1.33M | 0.00% | +956+6.0% | Added |
| Quantbot Technologies LP | 16,764 | $1.32M | 0.05% | +1,134+7.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,566 | $1.30M | 0.02% | +6,442+63.6% | Added |
| Freestone Grove Partners LP | 16,344 | $1.28M | 0.01% | +16,344 | New |
| OmniStar Financial Group, Inc. | 15,859 | $1.24M | 0.65% | +15,859 | New |
| AIA Group Ltd | 15,831 | $1.24M | 0.02% | +4,768+43.1% | Added |
| Sequoia Financial Advisors, LLC | 15,816 | $1.24M | 0.01% | −5,407−25.5% | Reduced |
| Diversify Wealth Management, LLC | 13,551 | $1.23M | 0.02% | +13,551 | New |
| Dynamic Technology Lab Private Ltd | 21,518 | $1.22M | 0.20% | +8,368+63.6% | Added |
| Headlands Technologies LLC | 15,462 | $1.21M | 0.14% | −8,597−35.7% | Reduced |
| Elo Mutual Pension Insurance Co | 15,328 | $1.20M | 0.02% | +2,428+18.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,243 | $1.20M | 0.01% | +1,146+8.1% | Added |
| Lafayette Investments, Inc. | 15,221 | $1.19M | 0.24% | −50−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 14,674 | $1.15M | 0.04% | +1,302+9.7% | Added |
| Gotham Asset Management, LLC | 14,555 | $1.14M | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14,480 | $1.14M | 0.02% | +2,741+23.3% | Added |
| Toronto Dominion Bank | 14,437 | $1.13M | 0.00% | +150+1.0% | Added |
| Dumont & Blake Investment Advisors LLC | 13,662 | $1.07M | 0.27% | −296−2.1% | Reduced |
| Hillsdale Investment Management Inc. | 13,430 | $1.05M | 0.03% | +4,430+49.2% | Added |
| Novem Group | 13,101 | $1.03M | 0.12% | −302−2.3% | Reduced |
| HighTower Advisors, LLC | 13,034 | $1.02M | 0.00% | +1,606+14.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,074 | $1.01M | 0.00% | −13,967−51.7% | Reduced |
| Brown Advisory Inc | 12,490 | $980.1K | 0.00% | +307+2.5% | Added |
| Lido Advisors, LLC | 12,436 | $975.9K | 0.00% | −2,285−15.5% | Reduced |
| Glenmede Trust Co NA | 12,296 | $964.9K | 0.00% | +149+1.2% | Added |
| Buckingham Strategic Partners | 12,144 | $952.9K | 0.01% | +187+1.6% | Added |
| Marshall Financial Group LLC | 12,045 | $945.1K | 0.15% | +124+1.0% | Added |
| Prudential Financial Inc | 11,884 | $932.5K | 0.00% | +4,391+58.6% | Added |
| Xponance, Inc. | 11,865 | $931.0K | 0.01% | +2,730+29.9% | Added |
| Portfolio Design Labs, LLC | 11,824 | $927.8K | 0.17% | −5,320−31.0% | Reduced |
| Mariner, LLC | 11,603 | $910.4K | 0.00% | +1,827+18.7% | Added |
| CWM, LLC | 11,498 | $902.2K | 0.00% | −42,339−78.6% | Reduced |
| New York Life Investment Management LLC | 11,351 | $890.7K | 0.01% | +2,773+32.3% | Added |
| Voya Investment Management LLC | 11,315 | $887.9K | 0.00% | −187−1.6% | Reduced |
| Commerce Bank | 11,140 | $874.2K | 0.00% | +1,080+10.7% | Added |
| Federation des caisses Desjardins du Quebec | 11,052 | $867.2K | 0.00% | +737+7.1% | Added |
| Pacer Advisors, Inc. | 10,954 | $860.0K | 0.00% | −181−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 10,925 | $857.3K | 0.05% | −6,662−37.9% | Reduced |
| Huntington National Bank | 10,888 | $854.4K | 0.00% | +10,797+11,864.8% | Added |
| Portside Wealth Group, LLC | 10,628 | $834.0K | 0.11% | +838+8.6% | Added |
| Gibbs Wealth Management | 10,627 | $833.9K | 0.11% | +7,837+280.9% | Added |
| Ashton Thomas Private Wealth, LLC | 10,481 | $822.5K | 0.02% | +501+5.0% | Added |
| Penserra Capital Management LLC | 10,323 | $810.0K | 0.01% | +10,323 | New |
| Verition Fund Management LLC | 10,272 | $806.0K | 0.01% | −67,299−86.8% | Reduced |
| Cresset Asset Management, LLC | 10,208 | $801.0K | 0.00% | +588+6.1% | Added |
| RBF Capital, LLC | 10,000 | $784.7K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,804 | $769.3K | 0.02% | +1,804+22.6% | Added |
| Brinker Capital Investments, LLC | 9,713 | $762.2K | 0.01% | +708+7.9% | Added |
| Patton Albertson Miller Group, LLC | 9,650 | $757.2K | 0.09% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,460 | $742.3K | 0.18% | +42+0.4% | Added |
| Swiss Life Asset Management Ltd | 9,427 | $739.7K | 0.00% | +1,745+22.7% | Added |
| Patten & Patten Inc | 9,400 | $737.6K | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,308 | $730.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 9,269 | $727.3K | 0.07% | +9,269 | New |
| Integrated Wealth Concepts LLC | 9,190 | $721.2K | 0.01% | +481+5.5% | Added |
| NBC Securities, Inc. | 9,149 | $717.9K | 0.05% | −10.0% | Reduced |
| Ascent Group, LLC | 9,056 | $710.6K | 0.02% | −3,795−29.5% | Reduced |
| Federated Hermes, Inc. | 9,010 | $707.0K | 0.00% | +1,527+20.4% | Added |
| Danske Bank A/S | 8,987 | $705.2K | 0.00% | −11,698−56.6% | Reduced |
| Precision Wealth Strategies, LLC | 8,870 | $696.0K | 0.23% | +2,480+38.8% | Added |
| Kestra Private Wealth Services, LLC | 8,654 | $679.1K | 0.01% | −276−3.1% | Reduced |
| Point72 Asset Management, L.P. | 8,605 | $675.2K | 0.00% | −110,107−92.8% | Reduced |
| SummitTX Capital, L.P. | 8,162 | $640.5K | 0.02% | −18,068−68.9% | Reduced |
| JMN Financial LLC | 8,009 | $628.5K | 0.62% | −3,026−27.4% | Reduced |
| Inspire Advisors, LLC | 7,942 | $623.2K | 0.05% | +1,261+18.9% | Added |
| Nilsine Partners, LLC | 6,749 | $614.6K | 0.05% | −503−6.9% | Reduced |
| Investment Management Corp | 7,789 | $611.2K | 0.52% | 00.0% | Unchanged |
| Umb Bank N A | 7,745 | $607.8K | 0.01% | −68,967−89.9% | Reduced |
| Skopos Labs, Inc. | 7,492 | $587.8K | 0.02% | +4,786+176.9% | Added |
| Aquatic Capital Management LLC | 7,458 | $585.2K | 0.02% | −6,946−48.2% | Reduced |
| FORA Capital, LLC | 7,416 | $581.6K | 0.04% | +7,416 | New |
| GAMMA Investing LLC | 7,388 | $579.7K | 0.03% | +128+1.8% | Added |
| Commonwealth Equity Services, LLC | 7,271 | $570.6K | 0.00% | +199+2.8% | Added |
| Ameritas Advisory Services, LLC | 7,167 | $562.4K | 0.02% | +197+2.8% | Added |
| Gateway Wealth Partners, LLC | 7,122 | $558.9K | 0.02% | +7,122 | New |
| Impact Partnership Wealth, LLC | 7,011 | $550.2K | 0.07% | +810+13.1% | Added |
| Signaturefd, LLC | 6,920 | $543.0K | 0.01% | +3,187+85.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,897 | $541.2K | 0.02% | −531−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,895 | $541.1K | 0.00% | +3,879+128.6% | Added |
| Snowden Capital Advisors LLC | 6,877 | $539.6K | 0.01% | +240+3.6% | Added |