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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 198 | $17.4K | 0.00% | +198 | New |
| Silver Grove Financial Group, Inc. | 199 | $17.5K | 0.01% | +199 | New |
| Anchor Investment Management, LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $17.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 196 | $18.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 221 | $19.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 221 | $19.4K | 0.00% | +51+30.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $20.2K | 0.00% | +177+334.0% | Added |
| DHJJ Financial Advisors, Ltd. | 235 | $20.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 240 | $21.1K | 0.00% | −22−8.4% | Reduced |
| Arlington Trust Co LLC | 248 | $21.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 269 | $23.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $24.6K | 0.00% | +8+2.9% | Added |
| Financial Network Wealth Advisors LLC | 300 | $26.3K | 0.03% | −9−2.9% | Reduced |
| HM Payson & Co | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 313 | $27.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 309 | $27.1K | 0.01% | +152+96.8% | Added |
| CoreFirst Bank & Trust | 373 | $32.7K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $35.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 415 | $36.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 420 | $36.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 389 | $37.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 446 | $39.1K | 0.00% | +235+111.4% | Added |
| Quent Capital, LLC | 454 | $39.8K | 0.00% | −37−7.5% | Reduced |
| Central Trust Co | 481 | $42.2K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 487 | $42.7K | 0.00% | −115−19.1% | Reduced |
| Washington Trust Advisors, Inc. | 507 | $44.5K | 0.00% | −1−0.2% | Reduced |
| CX Institutional | 532 | $47.0K | 0.00% | +164+44.6% | Added |
| Smithfield Trust Co | 574 | $50.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 601 | $52.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 600 | $52.6K | 0.00% | +210+53.8% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 626 | $54.9K | 0.01% | −68−9.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 634 | $55.6K | 0.01% | +77+13.8% | Added |
| Caitlin John, LLC | 636 | $55.8K | 0.03% | −3,031−82.7% | Reduced |
| Private Trust Co NA | 692 | $60.7K | 0.00% | −5−0.7% | Reduced |
| Rialto Wealth Management, LLC | 697 | $61.1K | 0.01% | +5+0.7% | Added |
| Ronald Blue Trust, Inc. | 730 | $64.0K | 0.00% | −86−10.5% | Reduced |
| Harbor Investment Advisory, LLC | 747 | $65.5K | 0.00% | +348+87.2% | Added |
| WealthCollab, LLC | 777 | $68.2K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 795 | $69.7K | 0.01% | +249+45.6% | Added |
| Evolution Advisers, Inc. | 873 | $76.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 878 | $77.0K | 0.00% | −601−40.6% | Reduced |
| Employees Retirement System of Texas | 906 | $79.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 926 | $81.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 963 | $84.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,029 | $90.0K | 0.05% | +70+7.3% | Added |
| Bard Associates Inc | 1,207 | $105.9K | 0.02% | +30+2.5% | Added |
| Farther Finance Advisors, LLC | 1,285 | $112.7K | 0.00% | −1,010−44.0% | Reduced |
| National Bank of Canada | 1,377 | $121.1K | 0.00% | +3+0.2% | Added |
| Bryn Mawr Trust Co | 1,407 | $123.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,450 | $127.2K | 0.06% | +11+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,524 | $133.7K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,561 | $136.9K | 0.01% | −87−5.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,591 | $140.0K | 0.01% | +1,322+491.4% | Added |
| Valley National Advisers Inc | 1,696 | $148.8K | 0.02% | −992−36.9% | Reduced |
| Hollencrest Capital Management | 1,907 | $167.3K | 0.01% | +3+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,920 | $168.4K | 0.00% | +133+7.4% | Added |
| Versant Capital Management, Inc | 2,139 | $187.6K | 0.02% | +239+12.6% | Added |
| EverSource Wealth Advisors, LLC | 2,184 | $191.6K | 0.01% | −1,356−38.3% | Reduced |
| Peterson Wealth Services | 2,217 | $194.5K | 0.04% | +4+0.2% | Added |
| Csenge Advisory Group | 2,310 | $202.6K | 0.01% | −654−22.1% | Reduced |
| AlphaGrep UK Ltd | 2,336 | $204.9K | 0.06% | +2,336 | New |
| Wedmont Private Capital | 2,174 | $207.5K | 0.01% | +2,174 | New |
| Hilltop Holdings Inc. | 2,375 | $208.3K | 0.02% | +2,375 | New |
| Revisor Wealth Management LLC | 2,401 | $210.6K | 0.05% | +2,401 | New |
| Gallacher Capital Management LLC | 2,433 | $213.4K | 0.12% | −599−19.8% | Reduced |
| Icon Wealth Advisors, LLC | 2,443 | $214.3K | 0.01% | −2,806−53.5% | Reduced |
| Kestra Private Wealth Services, LLC | 2,470 | $216.6K | 0.00% | −6,184−71.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,472 | $216.8K | 0.03% | +2,472 | New |
| Catalyst Financial Partners LLC | 2,490 | $218.4K | 0.02% | −2,212−47.0% | Reduced |
| Atomi Financial Group, Inc. | 2,505 | $219.7K | 0.01% | −57−2.2% | Reduced |
| We Are One Seven, LLC | 2,546 | $223.3K | 0.00% | −8−0.3% | Reduced |
| Everence Capital Management Inc | 2,558 | $224.0K | 0.01% | +2,558 | New |
| Institute for Wealth Management, LLC. | 2,581 | $226.4K | 0.02% | −604−19.0% | Reduced |
| Ullmann Financial Group, Inc. | 2,593 | $227.4K | 0.02% | +2,593 | New |
| TrueWealth Advisors, LLC | 2,640 | $231.6K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,657 | $233.1K | 0.01% | +100+3.9% | Added |
| AlphaCore Capital LLC | 2,662 | $233.5K | 0.00% | +2,662 | New |
| AlTi Global, Inc. | 2,665 | $233.7K | 0.00% | +17+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,689 | $235.8K | 0.00% | −1,368−33.7% | Reduced |
| HB Wealth Management, LLC | 2,697 | $236.6K | 0.00% | +87+3.3% | Added |
| Financial Planning Hawaii, Inc. | 2,720 | $238.6K | 0.13% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,726 | $239.1K | 0.00% | +2,726 | New |
| Astoria Portfolio Advisors LLC. | 2,744 | $240.7K | 0.04% | +2,744 | New |
| Frank, Rimerman Advisors LLC | 2,756 | $241.7K | 0.01% | +2,756 | New |
| Bessemer Group Inc | 2,754 | $242.0K | 0.00% | +99+3.7% | Added |
| RFG Advisory, LLC | 2,763 | $242.3K | 0.00% | +70+2.6% | Added |
| EP Wealth Advisors, LLC | 2,835 | $248.7K | 0.00% | +2,835 | New |
| Claro Advisors LLC | 2,839 | $249.0K | 0.03% | −186−6.1% | Reduced |
| IFP Advisors, Inc | 2,841 | $249.2K | 0.00% | +663+30.4% | Added |
| Avantra Family Wealth, Inc. | 2,850 | $250.0K | 0.16% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,925 | $256.6K | 0.01% | +2,925 | New |
| MQS Management LLC | 2,952 | $258.9K | 0.32% | −3,815−56.4% | Reduced |
| 111 Capital | 2,960 | $259.6K | 0.04% | +2,960 | New |
| Royal Capital Wealth Management, LLC | 3,000 | $263.1K | 0.15% | −202−6.3% | Reduced |
| Marshall Financial Group LLC | 3,014 | $264.4K | 0.04% | −9,031−75.0% | Reduced |
| Susquehanna International Group, LLP | 3,034 | $266.1K | 0.00% | +187+6.6% | Added |
| Outlook Wealth Advisors, LLC | 3,036 | $266.3K | 0.06% | 00.0% | Unchanged |
| North Dakota State Investment Board | 3,043 | $266.9K | 0.01% | +52+1.7% | Added |