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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 103 | $8.08K | 0.00% | +73+243.3% | Added |
| Eurizon Capital SGR S.p.A. | 104 | $8.07K | 0.00% | +104 | New |
| Signature Equity Partners, LLC | 88 | $6.93K | 0.00% | +12+15.8% | Added |
| Farmers & Merchants Investments Inc | 86 | $6.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 71 | $5.57K | 0.00% | −185−72.3% | Reduced |
| Atlantic Trust, LLC | 69 | $5.42K | 0.00% | −175−71.7% | Reduced |
| Private Wealth Management Group, LLC | 57 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $4.24K | 0.00% | −24−30.8% | Reduced |
| IMA Wealth, Inc. | 54 | $4.24K | 0.00% | −2−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $4.16K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $4.16K | 0.00% | +53 | New |
| Altshuler Shaham Ltd | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 51 | $4.00K | 0.03% | +51 | New |
| Avion Wealth | 63 | $4.00K | 0.00% | +6+10.5% | Added |
| Crewe Advisors LLC | 46 | $3.61K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $3.45K | 0.00% | −6−12.0% | Reduced |
| Raleigh Capital Management Inc. | 40 | $3.16K | 0.00% | +40 | Added |
| Geneos Wealth Management Inc. | 37 | $2.90K | 0.00% | −47−56.0% | Reduced |
| Sunbelt Securities, Inc. | 35 | $2.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $2.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.68K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 34 | $2.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $2.59K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $2.59K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 32 | $2.51K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 32 | $2.51K | 0.00% | +32 | New |
| Zions Bancorporation, National Association | 32 | $2.51K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 31 | $2.43K | 0.00% | +31 | New |
| Transamerica Financial Advisors, Inc. | 29 | $2.29K | 0.00% | +8+38.1% | Added |
| Activest Wealth Management | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $2.20K | 0.00% | −5−15.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 26 | $2.04K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $1.80K | 0.00% | +16+228.6% | Added |
| Granite FO LLC | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.56K | 0.00% | +4+25.0% | Added |
| Operose Advisors LLC | 19 | $1.49K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 18 | $1.41K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 17 | $1.33K | 0.00% | +6+54.5% | Added |
| Grove Bank & Trust | 16 | $1.26K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 16 | $1.26K | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 15 | $1.18K | 0.00% | +1+7.1% | Added |
| Cromwell Holdings LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 11 | $1.01K | 0.00% | −1−8.3% | Reduced |
| Winthrop Capital Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $785 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $785 | 0.00% | +1+11.1% | Added |
| Kilter Group LLC | 9 | $707 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 9 | $706 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 8 | $628 | 0.00% | +8 | New |
| Vermillion Wealth Management, Inc. | 7 | $549 | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 6 | $471 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $392 | 0.00% | +1+25.0% | Added |
| Seneschal Advisors, LLC | 4 | $314 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $235 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $191 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $157 | 0.00% | −24−92.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $157 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $157 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $157 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $157 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $79 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $79 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $78 | 0.00% | −1,237−99.9% | Reduced |
| Fairman Group, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −216,465−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −134,004−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −100,359−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −76,615−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −60,311−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −59,147−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −44,564−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −36,348−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −27,640−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −27,464−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −23,452−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −13,060−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,315−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −12,946−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,508−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,316−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |