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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 6,781 | $532.1K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 6,767 | $531.0K | 0.36% | −1,843−21.4% | Reduced |
| Ghe, LLC | 6,764 | $530.8K | 0.22% | −290−4.1% | Reduced |
| Jones Financial Companies LLLP | 6,945 | $526.1K | 0.00% | +6,320+1,011.2% | Added |
| Fayez Sarofim & Co | 6,675 | $523.8K | 0.00% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 6,596 | $517.6K | 0.09% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 6,571 | $515.6K | 0.08% | +6,571 | New |
| OP Asset Management Ltd | 6,539 | $513.1K | 0.01% | +6,539 | New |
| State of Wyoming | 6,533 | $512.6K | 0.06% | −971−12.9% | Reduced |
| Globeflex Capital L P | 6,502 | $510.2K | 0.08% | +6,502 | New |
| Wellington Shields & Co., LLC | 6,500 | $510.1K | 0.13% | 00.0% | Unchanged |
| Odyssean, LLC | 6,482 | $508.6K | 0.19% | −2,476−27.6% | Reduced |
| Jump Financial, LLC | 6,456 | $506.6K | 0.01% | −4,910−43.2% | Reduced |
| DekaBank Deutsche Girozentrale | 6,423 | $504.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,328 | $497.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,316 | $495.6K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,300 | $494.4K | 0.00% | −130,937−95.4% | Reduced |
| Beaumont Financial Advisors, LLC | 6,292 | $493.7K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,277 | $492.6K | 0.03% | +2,037+48.0% | Added |
| Baker Tilly Wealth Management, LLC | 6,261 | $491.3K | 0.12% | +216+3.6% | Added |
| Clearstead Advisors, LLC | 6,254 | $490.8K | 0.00% | −308−4.7% | Reduced |
| Haverford Trust Co | 6,250 | $490.4K | 0.00% | −300−4.6% | Reduced |
| Panagora Asset Management Inc | 6,094 | $478.2K | 0.00% | −85−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 5,249 | $477.0K | 0.03% | +116+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 5,909 | $463.7K | 0.02% | −401−6.4% | Reduced |
| AdvisorShares Investments LLC | 5,871 | $460.7K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,771 | $452.8K | 0.00% | −2,426−29.6% | Reduced |
| Aviva PLC | 5,629 | $441.7K | 0.00% | −7,769−58.0% | Reduced |
| Ci Investments Inc. | 5,604 | $439.7K | 0.00% | −12−0.2% | Reduced |
| Ashton Thomas Securities, LLC | 5,568 | $436.9K | 0.05% | +20+0.4% | Added |
| Utah Retirement Systems | 5,498 | $431.4K | 0.00% | −11,667−68.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,448 | $427.5K | 0.02% | −26,895−83.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,354 | $420.2K | 0.37% | −15,762−74.6% | Reduced |
| AE Wealth Management LLC | 5,227 | $410.2K | 0.00% | +977+23.0% | Added |
| Maryland State Retirement & Pension System | 5,131 | $402.6K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,049 | $396.2K | 0.06% | +5,049 | New |
| Cullen/Frost Bankers, Inc. | 5,036 | $395.1K | 0.00% | +918+22.3% | Added |
| Hantz Financial Services, Inc. | 5,009 | $393.0K | 0.01% | +4,279+586.2% | Added |
| Pavaki Capital Management LLC | 5,000 | $392.4K | 0.28% | 00.0% | Unchanged |
| DnB Asset Management AS | 4,988 | $391.4K | 0.00% | +4,988 | New |
| M&T Bank Corp | 4,958 | $389.1K | 0.00% | +535+12.1% | Added |
| Axq Capital, LP | 4,916 | $385.8K | 0.05% | −5,200−51.4% | Reduced |
| GWM Advisors LLC | 4,894 | $384.1K | 0.00% | +346+7.6% | Added |
| Frec Markets, Inc. | 4,747 | $372.5K | 0.06% | +4,747 | New |
| Catalyst Financial Partners LLC | 4,702 | $369.0K | 0.04% | +4,702 | New |
| Omers Administration Corp | 4,666 | $366.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,661 | $365.7K | 0.11% | −2,853−38.0% | Reduced |
| SHP Wealth Management | 4,560 | $357.8K | 0.03% | +23+0.5% | Added |
| Legacy Financial Advisors, Inc. | 4,512 | $354.1K | 0.05% | +78+1.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,470 | $350.8K | 0.02% | +1,012+29.3% | Added |
| Private Advisor Group, LLC | 4,257 | $334.0K | 0.00% | +13+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,111 | $322.6K | 0.01% | −53−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,057 | $318.4K | 0.00% | +417+11.5% | Added |
| One Wealth Capital Management, LLC | 3,474 | $317.9K | 0.14% | +3,474 | New |
| Chicago Partners Investment Group LLC | 3,740 | $317.1K | 0.01% | +3,740 | New |
| Ethic Inc. | 4,040 | $317.0K | 0.00% | +332+9.0% | Added |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $313.9K | 0.25% | 00.0% | Unchanged |
| Syon Capital LLC | 3,964 | $311.1K | 0.02% | +1,006+34.0% | Added |
| Citadel Investment Advisory, Inc. | 3,890 | $305.0K | 0.15% | −50−1.3% | Reduced |
| QRG Capital Management, Inc. | 3,880 | $304.4K | 0.00% | +521+15.5% | Added |
| CIBC Asset Management Inc | 3,810 | $299.0K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,760 | $295.0K | 0.02% | +424+12.7% | Added |
| Blackstone Group Inc. | 3,753 | $294.5K | 0.00% | +3,753 | New |
| Simplicity Wealth,LLC | 3,702 | $290.5K | 0.02% | +870+30.7% | Added |
| Pensionmark Financial Group, LLC | 3,688 | $289.4K | 0.00% | +311+9.2% | Added |
| Caitlin John, LLC | 3,667 | $287.7K | 0.17% | −2,275−38.3% | Reduced |
| Dakota Wealth Management | 3,657 | $287.0K | 0.01% | −201−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,551 | $278.6K | 0.00% | +3,551 | New |
| EverSource Wealth Advisors, LLC | 3,540 | $277.8K | 0.01% | +996+39.2% | Added |
| Cadent Capital Advisors, LLC | 3,422 | $268.5K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 3,422 | $268.5K | 0.00% | +3,422 | New |
| Hardy Reed LLC | 3,408 | $267.4K | 0.02% | +99+3.0% | Added |
| Cullen Investment Group, Ltd. | 3,375 | $264.8K | 0.03% | +19+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,339 | $262.0K | 0.00% | −1,465−30.5% | Reduced |
| Kestra Advisory Services, LLC | 3,318 | $260.4K | 0.00% | −1,055−24.1% | Reduced |
| 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 |
| Royal Capital Wealth Management, LLC | 3,202 | $251.3K | 0.16% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 3,185 | $249.9K | 0.03% | −90−2.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,179 | $249.5K | 0.05% | −1,529−32.5% | Reduced |
| Korea Investment CORP | 3,172 | $248.9K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,157 | $247.8K | 0.01% | +3,157 | New |
| Shelton Capital Management | 3,145 | $246.8K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,119 | $244.9K | 0.06% | +3,119 | New |
| Horizon Investments, LLC | 3,104 | $243.6K | 0.00% | −118−3.7% | Reduced |
| NBT Bank N A | 3,081 | $241.8K | 0.02% | +2,999+3,657.3% | Added |
| Exchange Traded Concepts, LLC | 3,058 | $240.0K | 0.00% | −135−4.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,036 | $238.3K | 0.06% | +21+0.7% | Added |
| Gallacher Capital Management LLC | 3,032 | $237.9K | 0.09% | +273+9.9% | Added |
| Claro Advisors LLC | 3,025 | $237.4K | 0.03% | +3,025 | New |
| North Dakota State Investment Board | 2,991 | $234.7K | 0.01% | −707−19.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,969 | $233.0K | 0.01% | −1,858−38.5% | Reduced |
| Csenge Advisory Group | 2,964 | $232.6K | 0.01% | +2,964 | New |
| Avantra Family Wealth, Inc. | 2,850 | $223.6K | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,847 | $223.4K | 0.00% | −13,997−83.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 2,728 | $214.1K | 0.00% | +2,728 | New |
| Financial Planning Hawaii, Inc. | 2,720 | $213.4K | 0.13% | 00.0% | Unchanged |
| Norden Group LLC | 2,712 | $212.8K | 0.02% | +2,712 | New |
| Vise Technologies, Inc. | 2,590 | $212.4K | 0.00% | 00.0% | Unchanged |