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Livermore
Livermore
ZHEN

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 10 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, Q2 2026

Institutional positions in SEI Investments Co as of Jun 30, 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
575
+16 vs. Q1 2026
Shares held
90.5M
+664.6K (+0.7%) vs. Q1 2026
Total value
$7.94B
+$888.3M (+12.6%) vs. Q1 2026
New holders
77
173 more added
Sold out
61
226 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 575 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ2 2026: $7.94B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$5.97B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2026.

Institutions holding SEIC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$200.00%−40−100.0%Reduced
Fairman Group, LLC1$740.00%00.0%Unchanged
MV Capital Management, Inc.1$880.00%−1−50.0%Reduced
TFC Financial Management1$880.00%00.0%Unchanged
3 Factor Indexing, LLC1$880.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$880.00%+1New
Transamerica Financial Advisors, Inc.2$1750.00%−27−93.1%Reduced
Raffa Wealth Management, LLC2$1750.00%00.0%Unchanged
Dunhill Financial, LLC2$2130.00%00.0%Unchanged
Seneschal Advisors, LLC4$3510.00%00.0%Unchanged
American Capital Advisory, LLC4$3510.00%+2+100.0%Added
DecisionPoint Financial, LLC4$3610.00%+4New
Bogart Wealth, LLC6$5260.00%−12−66.7%Reduced
AdvisorNet Financial, Inc6$5260.00%+1+20.0%Added
USA Financial Formulas6$5260.00%+6New
Group One Trading, L.P.8$7020.00%−195−96.1%Reduced
First Horizon Corp8$7020.00%00.0%Unchanged
Highline Wealth Partners LLC9$7890.00%00.0%Unchanged
Kilter Group LLC9$7900.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC10$8500.00%+10New
Financial Management Professionals, Inc.10$8770.00%00.0%Unchanged
Tounjian Advisory Partners, LLC10$8770.00%+10New
Planning Strategies Inc.10$8770.00%+10New
SBI Securities Co., Ltd.11$9650.00%−4−26.7%Reduced
Investors Portfolio Services LLC11$9650.00%00.0%Unchanged
Mosley Wealth Management12$1.05K0.00%+12New
LRI Investments, LLC12$1.05K0.00%+12New
Cromwell Holdings LLC13$1.14K0.00%00.0%Unchanged
Cornerstone Financial Management LLC14$1.23K0.00%−9−39.1%Reduced
Grove Bank & Trust16$1.40K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$1.40K0.00%00.0%Unchanged
HFM Investment Advisors, LLC18$1.58K0.00%+8+80.0%Added
Park Square Financial Group, LLC19$1.67K0.02%−32−62.7%Reduced
Rossby Financial, LCC19$1.67K0.00%−1−5.0%Reduced
Granite FO LLC21$1.84K0.00%00.0%Unchanged
FWL Investment Management, LLC22$1.93K0.00%+22New
Hughes Financial Services, LLC23$2.02K0.00%−5−17.9%Reduced
Cornerstone Planning Group LLC22$2.17K0.00%−8−26.7%Reduced
Bay Harbor Wealth Management, LLC26$2.28K0.00%+9+52.9%Added
Beaird Harris Wealth Management, LLC26$2.28K0.00%00.0%Unchanged
Fedenia Advisers LLC27$2.37K0.00%+27New
DiNuzzo Private Wealth, Inc.28$2.46K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.28$2.46K0.00%+28New
Activest Wealth Management30$2.63K0.00%+1+3.4%Added
JPL Wealth Management, LLC31$2.72K0.00%00.0%Unchanged
Montag A & Associates Inc31$2.75K0.00%00.0%Unchanged
Marquette Asset Management, LLC32$2.81K0.00%00.0%Unchanged
JNBA Financial Advisors32$2.81K0.00%00.0%Unchanged
Zions Bancorporation, National Association32$2.81K0.00%00.0%Unchanged
Marshall Investment Management, LLC33$2.89K0.00%+33New
Nemes Rush Group LLC34$2.98K0.00%00.0%Unchanged
Colonial Trust Co34$2.99K0.00%00.0%Unchanged
Navigoe, LLC39$3.00K0.00%+8+25.8%Added
Creative Capital Management Investments LLC36$3.16K0.00%+36New
Geneos Wealth Management Inc.37$3.25K0.00%00.0%Unchanged
Dogwood Wealth Management LLC39$3.42K0.00%+37+1,850.0%Added
Bare Financial Services, Inc41$3.60K0.00%−13−24.1%Reduced
West Paces Advisors Inc.42$3.68K0.00%+42New
Quarry LP43$3.77K0.00%+43New
Basecamp Wealth Advisors LLC44$3.86K0.00%00.0%Unchanged
Altshuler Shaham Ltd49$4.30K0.00%−2−3.9%Reduced
TD Private Client Wealth LLC52$4.56K0.00%+52New
Truvestments Capital LLC53$4.65K0.00%00.0%Unchanged
Private Wealth Management Group, LLC57$5.00K0.00%00.0%Unchanged
Addison Advisors LLC58$5.09K0.00%−430−88.1%Reduced
Park Place Capital Corp60$5.26K0.00%+60New
Horizon Financial Services, LLC61$5.35K0.00%+61New
Avion Wealth69$6.00K0.00%+6+9.5%Added
Action Point Financial Planning, LLC71$6.14K0.00%+71New
Essential Partners LLC75$6.58K0.00%+75New
City Holding Co81$7.10K0.00%+81New
IMA Wealth, Inc.81$7.11K0.00%+27+50.0%Added
Farmers & Merchants Investments Inc82$7.19K0.00%−4−4.7%Reduced
UMA Financial Services, Inc.83$7.28K0.00%−97−53.9%Reduced
Signature Equity Partners, LLC87$7.60K0.00%−1−1.1%Reduced
Richardson Financial Services Inc.94$8.24K0.00%−36−27.7%Reduced
Tompkins Financial Corp97$8.51K0.00%+97New
Trust Co of Vermont98$8.60K0.00%+98New
Spire Wealth Management102$8.95K0.00%−86−45.7%Reduced
Eurizon Capital SGR S.p.A.104$9.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC105$9.21K0.00%00.0%Unchanged
Creative Financial Designs Inc105$9.21K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.106$9.30K0.00%+106New
Brown, Lisle/Cummings, Inc.108$9.47K0.00%−37−25.5%Reduced
Bell Investment Advisors, Inc109$9.56K0.00%00.0%Unchanged
Parkside Financial Bank & Trust109$9.56K0.00%+38+53.5%Added
Fortitude Family Office, LLC123$10.8K0.00%+20+19.4%Added
Kayne Anderson Rudnick Investment Management LLC125$11.0K0.00%+125New
Owl Creek Wealth Partners LLC130$11.4K0.00%+10+8.3%Added
Bartlett & Co. Wealth Management LLC131$11.5K0.00%00.0%Unchanged
Access Investment Management LLC138$12.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC144$12.6K0.00%+7+5.1%Added
Oakworth Capital, Inc.145$12.7K0.00%00.0%Unchanged
Motco145$12.7K0.00%+145New
Rothschild Investment LLC148$13.0K0.00%−459−75.6%Reduced
Frazier Financial Advisors, LLC157$13.8K0.01%00.0%Unchanged
North Star Investment Management Corp.177$15.5K0.00%−66−27.2%Reduced
Harbour Investments, Inc.180$15.8K0.00%−282−61.0%Reduced
True Wealth Design, LLC191$16.8K0.00%−93−32.7%Reduced
GW&K Investment Management, LLC195$17.0K0.00%+195New