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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 2,693 | $211.4K | 0.00% | +2,693 | New |
| Valley National Advisers Inc | 2,688 | $210.0K | 0.03% | +8+0.3% | Added |
| Bessemer Group Inc | 2,655 | $208.0K | 0.00% | −252−8.7% | Reduced |
| AlTi Global, Inc. | 2,648 | $207.8K | 0.00% | +2,648 | New |
| TrueWealth Advisors, LLC | 2,640 | $207.2K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,610 | $204.8K | 0.00% | +2,610 | New |
| Altar Rock LLC | 2,603 | $204.3K | 0.24% | +2,603 | New |
| Atomi Financial Group, Inc. | 2,562 | $201.0K | 0.01% | −7−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 2,557 | $200.7K | 0.01% | −168−6.2% | Reduced |
| CAPROCK Group, Inc. | 2,554 | $200.4K | 0.00% | +2,554 | New |
| We Are One Seven, LLC | 2,554 | $200.4K | 0.00% | +2,554 | New |
| Dorsey & Whitney Trust CO LLC | 2,551 | $200.2K | 0.01% | +29+1.1% | Added |
| STRS Ohio | 2,447 | $192.0K | 0.00% | −4−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,295 | $179.1K | 0.00% | +591+34.7% | Added |
| Peterson Wealth Services | 2,213 | $173.6K | 0.04% | +460+26.2% | Added |
| IFP Advisors, Inc | 2,178 | $170.9K | 0.00% | −2,488−53.3% | Reduced |
| Hollencrest Capital Management | 1,904 | $149.4K | 0.01% | +4+0.2% | Added |
| Versant Capital Management, Inc | 1,900 | $149.1K | 0.01% | +1,425+300.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,787 | $140.2K | 0.00% | +18+1.0% | Added |
| Hills Bank & Trust Co | 1,648 | $129.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,524 | $119.6K | 0.00% | +1,524 | New |
| Allworth Financial LP | 1,479 | $116.1K | 0.00% | +535+56.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,473 | $115.6K | 0.00% | +266+22.0% | Added |
| Sachetta, LLC | 1,439 | $112.9K | 0.06% | −18−1.2% | Reduced |
| Bryn Mawr Trust Co | 1,407 | $110.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,374 | $106.6K | 0.00% | +209+17.9% | Added |
| Front Street Capital Management, Inc. | 1,330 | $104.0K | 0.01% | +201+17.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,324 | $103.9K | 0.02% | 00.0% | Unchanged |
| Bard Associates Inc | 1,177 | $92.4K | 0.02% | +1,177 | New |
| Advisory Services Network, LLC | 1,061 | $83.2K | 0.00% | +1,061 | New |
| South State Corp. | 963 | $75.6K | 0.00% | −14−1.4% | Reduced |
| Covestor Ltd | 959 | $75.0K | 0.05% | −572−37.4% | Reduced |
| GHP Investment Advisors, Inc. | 926 | $72.7K | 0.00% | +926 | New |
| Employees Retirement System of Texas | 906 | $71.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 873 | $68.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 816 | $64.0K | 0.00% | −321−28.2% | Reduced |
| Ancora Advisors, LLC | 808 | $63.4K | 0.00% | +108+15.4% | Added |
| WealthCollab, LLC | 777 | $61.0K | 0.03% | −53−6.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 741 | $58.1K | 0.03% | +741 | New |
| Private Trust Co NA | 697 | $54.7K | 0.00% | −87−11.1% | Reduced |
| SJS Investment Consulting Inc. | 694 | $54.5K | 0.01% | +496+250.5% | Added |
| Rialto Wealth Management, LLC | 692 | $54.3K | 0.01% | +11+1.6% | Added |
| Larson Financial Group LLC | 613 | $48.1K | 0.00% | +534+675.9% | Added |
| Rothschild Investment LLC | 607 | $47.6K | 0.00% | +42+7.4% | Added |
| Asset Management One Co.,Ltd. | 602 | $47.2K | 0.00% | −13,373−95.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $47.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 601 | $47.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 574 | $45.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 557 | $43.7K | 0.01% | −8−1.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 546 | $42.8K | 0.01% | −27−4.7% | Reduced |
| Washington Trust Advisors, Inc. | 508 | $39.9K | 0.00% | −5−1.0% | Reduced |
| Quent Capital, LLC | 491 | $38.5K | 0.00% | +192+64.2% | Added |
| Addison Advisors LLC | 488 | $38.3K | 0.01% | −15−3.0% | Reduced |
| Root Financial Partners, LLC | 487 | $38.2K | 0.00% | +141+40.8% | Added |
| Central Trust Co | 481 | $37.7K | 0.00% | −76−13.6% | Reduced |
| Harbour Investments, Inc. | 462 | $36.3K | 0.00% | +423+1,084.6% | Added |
| Toth Financial Advisory Corp | 420 | $33.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 415 | $32.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $31.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 399 | $31.3K | 0.00% | −356−47.2% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $30.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 389 | $29.6K | 0.00% | −231−37.3% | Reduced |
| CoreFirst Bank & Trust | 373 | $29.3K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 368 | $29.0K | 0.00% | +368 | New |
| V-Square Quantitative Management LLC | 321 | $25.2K | 0.00% | +56+21.1% | Added |
| Asset Dedication, LLC | 320 | $25.1K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 309 | $24.2K | 0.02% | +157+103.3% | Added |
| Smartleaf Asset Management LLC | 313 | $24.2K | 0.00% | −2−0.6% | Reduced |
| HM Payson & Co | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 284 | $22.3K | 0.01% | +264+1,320.0% | Added |
| CVA Family Office, LLC | 272 | $21.3K | 0.00% | +178+189.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 269 | $21.1K | 0.00% | −29−9.7% | Reduced |
| Harbor Capital Advisors, Inc. | 269 | $21.0K | 0.00% | −49−15.4% | Reduced |
| Mather Group, LLC. | 262 | $20.6K | 0.00% | +262 | New |
| Arlington Trust Co LLC | 248 | $19.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 243 | $19.1K | 0.00% | +68+38.9% | Added |
| DHJJ Financial Advisors, Ltd. | 235 | $18.4K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 221 | $17.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 211 | $16.6K | 0.00% | +106+101.0% | Added |
| Group One Trading, L.P. | 203 | $15.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $15.7K | 0.01% | +86+75.4% | Added |
| Intentional Wealth Strategies, LLC | 199 | $15.6K | 0.01% | +199 | New |
| Whittier Trust Co of Nevada Inc | 196 | $14.9K | 0.00% | +36+22.5% | Added |
| Spire Wealth Management | 188 | $14.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 180 | $14.1K | 0.00% | +81+81.8% | Added |
| CoreCap Advisors, LLC | 170 | $13.3K | 0.00% | −327−65.8% | Reduced |
| Frazier Financial Advisors, LLC | 157 | $12.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 157 | $12.3K | 0.00% | +151+2,516.7% | Added |
| Bartlett & Co. Wealth Management LLC | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $11.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 145 | $11.4K | 0.00% | +145 | New |
| Access Investment Management LLC | 138 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $10.8K | 0.00% | −3−2.1% | Reduced |
| Richardson Financial Services Inc. | 130 | $10.2K | 0.01% | +20+18.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 125 | $9.81K | 0.00% | +125 | New |
| Owl Creek Wealth Partners LLC | 120 | $9.42K | 0.00% | +120 | New |
| Bell Investment Advisors, Inc | 109 | $8.55K | 0.00% | +84+336.0% | Added |
| Prestige Wealth Management Group LLC | 105 | $8.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $8.22K | 0.00% | 00.0% | Unchanged |