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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 6,362 | $558.0K | 0.03% | +85+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,352 | $557.1K | 0.00% | −15,632−71.1% | Reduced |
| Lansing Street Advisors | 6,316 | $554.0K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,292 | $551.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,209 | $544.6K | 0.01% | −45−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 6,195 | $543.4K | 0.00% | −3,232−34.3% | Reduced |
| South Dakota Investment Council | 6,128 | $537.0K | 0.01% | −200−3.2% | Reduced |
| Panagora Asset Management Inc | 6,094 | $534.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 6,073 | $532.7K | 0.08% | +505+9.1% | Added |
| Baker Tilly Wealth Management, LLC | 6,053 | $530.9K | 0.11% | −208−3.3% | Reduced |
| AdvisorShares Investments LLC | 5,871 | $514.9K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,825 | $510.9K | 0.00% | +54+0.9% | Added |
| Vise Technologies, Inc. | 5,824 | $510.8K | 0.01% | +3,234+124.9% | Added |
| GWM Advisors LLC | 5,730 | $502.6K | 0.00% | +836+17.1% | Added |
| Signaturefd, LLC | 5,687 | $498.8K | 0.01% | −1,233−17.8% | Reduced |
| Larson Financial Group LLC | 5,672 | $497.5K | 0.01% | +5,059+825.3% | Added |
| Tower Research Capital LLC (TRC) | 5,665 | $496.9K | 0.01% | +2,696+90.8% | Added |
| DekaBank Deutsche Girozentrale | 6,423 | $494.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,564 | $488.0K | 0.00% | −40−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 4,985 | $482.2K | 0.01% | +1,245+33.3% | Added |
| DnB Asset Management AS | 5,496 | $482.1K | 0.00% | +508+10.2% | Added |
| United Capital Financial Advisers, LLC | 5,451 | $478.1K | 0.00% | −1,444−20.9% | Reduced |
| Blueshift Asset Management, LLC | 5,378 | $471.7K | 0.11% | +5,378 | New |
| Cullen/Frost Bankers, Inc. | 5,351 | $469.3K | 0.00% | +315+6.3% | Added |
| Utah Retirement Systems | 5,306 | $465.4K | 0.00% | −192−3.5% | Reduced |
| Gateway Wealth Partners, LLC | 5,211 | $457.1K | 0.03% | −1,911−26.8% | Reduced |
| Maryland State Retirement & Pension System | 5,131 | $450.0K | 0.01% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 5,008 | $439.3K | 0.34% | −346−6.5% | Reduced |
| Pavaki Capital Management LLC | 5,000 | $438.6K | 0.25% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,848 | $425.2K | 0.01% | −38,616−88.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,778 | $419.1K | 0.01% | −5,703−54.4% | Reduced |
| Syon Capital LLC | 4,729 | $414.8K | 0.02% | +765+19.3% | Added |
| US Bancorp | 4,709 | $413.6K | 0.00% | −35,217−88.2% | Reduced |
| Umb Bank N A | 4,707 | $412.9K | 0.01% | −3,038−39.2% | Reduced |
| SHP Wealth Management | 4,566 | $400.5K | 0.03% | +6+0.1% | Added |
| M&T Bank Corp | 4,544 | $398.6K | 0.00% | −414−8.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,521 | $396.5K | 0.01% | +410+10.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,470 | $392.1K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,469 | $392.0K | 0.00% | −2,802−38.5% | Reduced |
| Squarepoint Ops LLC | 4,464 | $391.5K | 0.00% | +4,464 | New |
| QRG Capital Management, Inc. | 4,450 | $390.3K | 0.00% | +570+14.7% | Added |
| Legacy Financial Advisors, Inc. | 4,396 | $385.5K | 0.05% | −116−2.6% | Reduced |
| CAPROCK Group, Inc. | 4,196 | $368.1K | 0.01% | +1,642+64.3% | Added |
| Intrua Financial, LLC | 4,144 | $363.5K | 0.03% | +4,144 | New |
| Global Retirement Partners, LLC | 4,017 | $352.3K | 0.01% | +4,017 | New |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $350.8K | 0.24% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,890 | $341.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Hantz Financial Services, Inc. | 3,791 | $333.0K | 0.00% | −1,218−24.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,469 | $328.6K | 0.01% | +3,469 | New |
| Northstar Financial Companies, Inc. | 3,727 | $326.9K | 0.22% | +3,727 | New |
| Vestmark Advisory Solutions, Inc. | 3,685 | $323.2K | 0.00% | +346+10.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,658 | $320.8K | 0.01% | −42,543−92.1% | Reduced |
| Mirabella Financial Services LLP | 3,657 | $320.8K | 0.03% | −5,612−60.5% | Reduced |
| Savant Capital, LLC | 3,827 | $320.7K | 0.00% | +3,827 | New |
| Ethic Inc. | 3,654 | $320.5K | 0.00% | −386−9.6% | Reduced |
| Dakota Wealth Management | 3,648 | $320.0K | 0.01% | −9−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,609 | $316.5K | 0.00% | +551+18.0% | Added |
| Ensign Peak Advisors, Inc | 3,518 | $308.6K | 0.00% | −20,087−85.1% | Reduced |
| TCG Advisory Services, LLC | 3,482 | $305.4K | 0.01% | +182+5.5% | Added |
| State of Wyoming | 3,454 | $302.9K | 0.03% | −3,079−47.1% | Reduced |
| Cadent Capital Advisors, LLC | 3,422 | $300.1K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,412 | $299.3K | 0.02% | +3,412 | New |
| Hardy Reed LLC | 3,408 | $298.9K | 0.02% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 3,393 | $297.6K | 0.04% | +18+0.5% | Added |
| Florida Financial Advisors, LLC | 3,381 | $296.7K | 0.05% | +262+8.4% | Added |
| Kestra Advisory Services, LLC | 3,360 | $294.7K | 0.00% | +42+1.3% | Added |
| Nykredit A/S | 3,303 | $289.7K | 0.00% | +3,303 | New |
| Atlantic Union Bankshares Corp | 3,300 | $289.4K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,601 | $284.4K | 0.00% | −87−2.4% | Reduced |
| Shelton Capital Management | 3,214 | $281.9K | 0.01% | +69+2.2% | Added |
| Baker Avenue Asset Management, LP | 3,186 | $279.5K | 0.01% | +29+0.9% | Added |
| iA Global Asset Management Inc. | 3,175 | $278.0K | 0.00% | +3,175 | New |
| STRS Ohio | 3,067 | $269.0K | 0.00% | +620+25.3% | Added |
| North Dakota State Investment Board | 3,043 | $266.9K | 0.01% | +52+1.7% | Added |
| Outlook Wealth Advisors, LLC | 3,036 | $266.3K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,034 | $266.1K | 0.00% | +187+6.6% | Added |
| Marshall Financial Group LLC | 3,014 | $264.4K | 0.04% | −9,031−75.0% | Reduced |
| Royal Capital Wealth Management, LLC | 3,000 | $263.1K | 0.15% | −202−6.3% | Reduced |
| 111 Capital | 2,960 | $259.6K | 0.04% | +2,960 | New |
| MQS Management LLC | 2,952 | $258.9K | 0.32% | −3,815−56.4% | Reduced |
| Hamilton Capital Partners Inc. | 2,925 | $256.6K | 0.01% | +2,925 | New |
| Avantra Family Wealth, Inc. | 2,850 | $250.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,841 | $249.2K | 0.00% | +663+30.4% | Added |
| Claro Advisors LLC | 2,839 | $249.0K | 0.03% | −186−6.1% | Reduced |
| EP Wealth Advisors, LLC | 2,835 | $248.7K | 0.00% | +2,835 | New |
| RFG Advisory, LLC | 2,763 | $242.3K | 0.00% | +70+2.6% | Added |
| Bessemer Group Inc | 2,754 | $242.0K | 0.00% | +99+3.7% | Added |
| Frank, Rimerman Advisors LLC | 2,756 | $241.7K | 0.01% | +2,756 | New |
| Astoria Portfolio Advisors LLC. | 2,744 | $240.7K | 0.04% | +2,744 | New |
| RSM US Wealth Management LLC | 2,726 | $239.1K | 0.00% | +2,726 | New |
| Financial Planning Hawaii, Inc. | 2,720 | $238.6K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,697 | $236.6K | 0.00% | +87+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,689 | $235.8K | 0.00% | −1,368−33.7% | Reduced |
| AlTi Global, Inc. | 2,665 | $233.7K | 0.00% | +17+0.6% | Added |
| AlphaCore Capital LLC | 2,662 | $233.5K | 0.00% | +2,662 | New |
| Meeder Advisory Services, Inc. | 2,657 | $233.1K | 0.01% | +100+3.9% | Added |
| TrueWealth Advisors, LLC | 2,640 | $231.6K | 0.05% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,593 | $227.4K | 0.02% | +2,593 | New |