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 |
|---|---|---|---|---|---|
| STRS Ohio | 3,067 | $269.0K | 0.00% | +620+25.3% | Added |
| iA Global Asset Management Inc. | 3,175 | $278.0K | 0.00% | +3,175 | New |
| Baker Avenue Asset Management, LP | 3,186 | $279.5K | 0.01% | +29+0.9% | Added |
| Shelton Capital Management | 3,214 | $281.9K | 0.01% | +69+2.2% | Added |
| Pensionmark Financial Group, LLC | 3,601 | $284.4K | 0.00% | −87−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,300 | $289.4K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 3,303 | $289.7K | 0.00% | +3,303 | New |
| Kestra Advisory Services, LLC | 3,360 | $294.7K | 0.00% | +42+1.3% | Added |
| Florida Financial Advisors, LLC | 3,381 | $296.7K | 0.05% | +262+8.4% | Added |
| Cullen Investment Group, Ltd. | 3,393 | $297.6K | 0.04% | +18+0.5% | Added |
| Hardy Reed LLC | 3,408 | $298.9K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,412 | $299.3K | 0.02% | +3,412 | New |
| Cadent Capital Advisors, LLC | 3,422 | $300.1K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 3,454 | $302.9K | 0.03% | −3,079−47.1% | Reduced |
| TCG Advisory Services, LLC | 3,482 | $305.4K | 0.01% | +182+5.5% | Added |
| Ensign Peak Advisors, Inc | 3,518 | $308.6K | 0.00% | −20,087−85.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,609 | $316.5K | 0.00% | +551+18.0% | Added |
| Dakota Wealth Management | 3,648 | $320.0K | 0.01% | −9−0.2% | Reduced |
| Ethic Inc. | 3,654 | $320.5K | 0.00% | −386−9.6% | Reduced |
| Savant Capital, LLC | 3,827 | $320.7K | 0.00% | +3,827 | New |
| Mirabella Financial Services LLP | 3,657 | $320.8K | 0.03% | −5,612−60.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,658 | $320.8K | 0.01% | −42,543−92.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,685 | $323.2K | 0.00% | +346+10.4% | Added |
| Northstar Financial Companies, Inc. | 3,727 | $326.9K | 0.22% | +3,727 | New |
| NorthCrest Asset Manangement, LLC | 3,469 | $328.6K | 0.01% | +3,469 | New |
| Hantz Financial Services, Inc. | 3,791 | $333.0K | 0.00% | −1,218−24.3% | Reduced |
| CIBC Asset Management Inc | 3,810 | $334.2K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,810 | $334.2K | 0.03% | +3,810 | New |
| Citadel Investment Advisory, Inc. | 3,890 | $341.0K | 0.15% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $350.8K | 0.24% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,017 | $352.3K | 0.01% | +4,017 | New |
| Intrua Financial, LLC | 4,144 | $363.5K | 0.03% | +4,144 | New |
| CAPROCK Group, Inc. | 4,196 | $368.1K | 0.01% | +1,642+64.3% | Added |
| Legacy Financial Advisors, Inc. | 4,396 | $385.5K | 0.05% | −116−2.6% | Reduced |
| QRG Capital Management, Inc. | 4,450 | $390.3K | 0.00% | +570+14.7% | Added |
| Squarepoint Ops LLC | 4,464 | $391.5K | 0.00% | +4,464 | New |
| Commonwealth Equity Services, LLC | 4,469 | $392.0K | 0.00% | −2,802−38.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,470 | $392.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,521 | $396.5K | 0.01% | +410+10.0% | Added |
| M&T Bank Corp | 4,544 | $398.6K | 0.00% | −414−8.4% | Reduced |
| SHP Wealth Management | 4,566 | $400.5K | 0.03% | +6+0.1% | Added |
| Umb Bank N A | 4,707 | $412.9K | 0.01% | −3,038−39.2% | Reduced |
| US Bancorp | 4,709 | $413.6K | 0.00% | −35,217−88.2% | Reduced |
| Syon Capital LLC | 4,729 | $414.8K | 0.02% | +765+19.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,778 | $419.1K | 0.01% | −5,703−54.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,848 | $425.2K | 0.01% | −38,616−88.8% | Reduced |
| Pavaki Capital Management LLC | 5,000 | $438.6K | 0.25% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 5,008 | $439.3K | 0.34% | −346−6.5% | Reduced |
| Maryland State Retirement & Pension System | 5,131 | $450.0K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,211 | $457.1K | 0.03% | −1,911−26.8% | Reduced |
| Utah Retirement Systems | 5,306 | $465.4K | 0.00% | −192−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,351 | $469.3K | 0.00% | +315+6.3% | Added |
| Blueshift Asset Management, LLC | 5,378 | $471.7K | 0.11% | +5,378 | New |
| United Capital Financial Advisers, LLC | 5,451 | $478.1K | 0.00% | −1,444−20.9% | Reduced |
| DnB Asset Management AS | 5,496 | $482.1K | 0.00% | +508+10.2% | Added |
| Chicago Partners Investment Group LLC | 4,985 | $482.2K | 0.01% | +1,245+33.3% | Added |
| Ci Investments Inc. | 5,564 | $488.0K | 0.00% | −40−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,423 | $494.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,665 | $496.9K | 0.01% | +2,696+90.8% | Added |
| Larson Financial Group LLC | 5,672 | $497.5K | 0.01% | +5,059+825.3% | Added |
| Signaturefd, LLC | 5,687 | $498.8K | 0.01% | −1,233−17.8% | Reduced |
| GWM Advisors LLC | 5,730 | $502.6K | 0.00% | +836+17.1% | Added |
| Vise Technologies, Inc. | 5,824 | $510.8K | 0.01% | +3,234+124.9% | Added |
| Concurrent Investment Advisors, LLC | 5,825 | $510.9K | 0.00% | +54+0.9% | Added |
| AdvisorShares Investments LLC | 5,871 | $514.9K | 0.06% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,053 | $530.9K | 0.11% | −208−3.3% | Reduced |
| Ashton Thomas Securities, LLC | 6,073 | $532.7K | 0.08% | +505+9.1% | Added |
| Panagora Asset Management Inc | 6,094 | $534.5K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,128 | $537.0K | 0.01% | −200−3.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,195 | $543.4K | 0.00% | −3,232−34.3% | Reduced |
| Clearstead Advisors, LLC | 6,209 | $544.6K | 0.01% | −45−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 6,292 | $551.9K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,316 | $554.0K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,352 | $557.1K | 0.00% | −15,632−71.1% | Reduced |
| Camden Capital, LLC | 6,362 | $558.0K | 0.03% | +85+1.4% | Added |
| AE Wealth Management LLC | 6,381 | $559.7K | 0.00% | +1,154+22.1% | Added |
| Simplicity Wealth,LLC | 6,410 | $562.2K | 0.02% | +2,708+73.1% | Added |
| Wellington Shields & Co., LLC | 6,500 | $570.1K | 0.13% | 00.0% | Unchanged |
| OP Asset Management Ltd | 6,539 | $573.5K | 0.01% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 6,596 | $578.5K | 0.09% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 6,603 | $579.1K | 0.00% | −9,741−59.6% | Reduced |
| Snowden Capital Advisors LLC | 6,606 | $579.4K | 0.01% | −271−3.9% | Reduced |
| Ghe, LLC | 6,654 | $583.6K | 0.22% | −110−1.6% | Reduced |
| JMN Financial LLC | 6,674 | $585.5K | 0.46% | −1,335−16.7% | Reduced |
| Fayez Sarofim & Co | 6,675 | $585.5K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,750 | $592.0K | 0.04% | +10.0% | Added |
| Virginia Retirement Systems Et Al | 6,800 | $596.4K | 0.00% | +6,800 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,853 | $601.1K | 0.02% | −44−0.6% | Reduced |
| AIA Group Ltd | 6,917 | $606.7K | 0.01% | −8,914−56.3% | Reduced |
| Aviva PLC | 6,943 | $609.0K | 0.00% | +1,314+23.3% | Added |
| Edgestream Partners, L.P. | 7,031 | $616.7K | 0.02% | +7,031 | New |
| Federated Hermes, Inc. | 7,087 | $621.6K | 0.00% | −1,923−21.3% | Reduced |
| GAMMA Investing LLC | 7,179 | $629.7K | 0.02% | −209−2.8% | Reduced |
| One Wealth Capital Management, LLC | 7,189 | $630.5K | 0.18% | +3,715+106.9% | Added |
| Brown Advisory Inc | 7,252 | $636.1K | 0.00% | −5,238−41.9% | Reduced |
| ISAM Funds (UK) Ltd | 7,400 | $649.1K | 0.46% | +7,400 | New |
| Ascent Group, LLC | 7,467 | $654.9K | 0.02% | −1,589−17.5% | Reduced |
| Securian Asset Management, Inc | 6,714 | $666.4K | 0.02% | −67−1.0% | Reduced |
| Globeflex Capital L P | 7,624 | $668.7K | 0.09% | +1,122+17.3% | Added |
| Buckingham Strategic Partners | 7,644 | $670.5K | 0.01% | −4,500−37.1% | Reduced |