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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 2,581 | $226.4K | 0.02% | −604−19.0% | Reduced |
| Everence Capital Management Inc | 2,558 | $224.0K | 0.01% | +2,558 | New |
| We Are One Seven, LLC | 2,546 | $223.3K | 0.00% | −8−0.3% | Reduced |
| Atomi Financial Group, Inc. | 2,505 | $219.7K | 0.01% | −57−2.2% | Reduced |
| Catalyst Financial Partners LLC | 2,490 | $218.4K | 0.02% | −2,212−47.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,472 | $216.8K | 0.03% | +2,472 | New |
| Kestra Private Wealth Services, LLC | 2,470 | $216.6K | 0.00% | −6,184−71.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,443 | $214.3K | 0.01% | −2,806−53.5% | Reduced |
| Gallacher Capital Management LLC | 2,433 | $213.4K | 0.12% | −599−19.8% | Reduced |
| Revisor Wealth Management LLC | 2,401 | $210.6K | 0.05% | +2,401 | New |
| Hilltop Holdings Inc. | 2,375 | $208.3K | 0.02% | +2,375 | New |
| Wedmont Private Capital | 2,174 | $207.5K | 0.01% | +2,174 | New |
| AlphaGrep UK Ltd | 2,336 | $204.9K | 0.06% | +2,336 | New |
| Csenge Advisory Group | 2,310 | $202.6K | 0.01% | −654−22.1% | Reduced |
| Peterson Wealth Services | 2,217 | $194.5K | 0.04% | +4+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,184 | $191.6K | 0.01% | −1,356−38.3% | Reduced |
| Versant Capital Management, Inc | 2,139 | $187.6K | 0.02% | +239+12.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,920 | $168.4K | 0.00% | +133+7.4% | Added |
| Hollencrest Capital Management | 1,907 | $167.3K | 0.01% | +3+0.2% | Added |
| Valley National Advisers Inc | 1,696 | $148.8K | 0.02% | −992−36.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,591 | $140.0K | 0.01% | +1,322+491.4% | Added |
| Hills Bank & Trust Co | 1,561 | $136.9K | 0.01% | −87−5.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,524 | $133.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,450 | $127.2K | 0.06% | +11+0.8% | Added |
| Bryn Mawr Trust Co | 1,407 | $123.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,377 | $121.1K | 0.00% | +3+0.2% | Added |
| Farther Finance Advisors, LLC | 1,285 | $112.7K | 0.00% | −1,010−44.0% | Reduced |
| Bard Associates Inc | 1,207 | $105.9K | 0.02% | +30+2.5% | Added |
| Covestor Ltd | 1,029 | $90.0K | 0.05% | +70+7.3% | Added |
| South State Corp. | 963 | $84.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 926 | $81.2K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 906 | $79.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 878 | $77.0K | 0.00% | −601−40.6% | Reduced |
| Evolution Advisers, Inc. | 873 | $76.0K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 795 | $69.7K | 0.01% | +249+45.6% | Added |
| WealthCollab, LLC | 777 | $68.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 747 | $65.5K | 0.00% | +348+87.2% | Added |
| Ronald Blue Trust, Inc. | 730 | $64.0K | 0.00% | −86−10.5% | Reduced |
| Rialto Wealth Management, LLC | 697 | $61.1K | 0.01% | +5+0.7% | Added |
| Private Trust Co NA | 692 | $60.7K | 0.00% | −5−0.7% | Reduced |
| Caitlin John, LLC | 636 | $55.8K | 0.03% | −3,031−82.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 634 | $55.6K | 0.01% | +77+13.8% | Added |
| SJS Investment Consulting Inc. | 626 | $54.9K | 0.01% | −68−9.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 600 | $52.6K | 0.00% | +210+53.8% | Added |
| Acadian Asset Management LLC | 601 | $52.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 574 | $50.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 532 | $47.0K | 0.00% | +164+44.6% | Added |
| Washington Trust Advisors, Inc. | 507 | $44.5K | 0.00% | −1−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 487 | $42.7K | 0.00% | −115−19.1% | Reduced |
| Central Trust Co | 481 | $42.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 454 | $39.8K | 0.00% | −37−7.5% | Reduced |
| Assetmark, Inc | 446 | $39.1K | 0.00% | +235+111.4% | Added |
| Whittier Trust Co | 389 | $37.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 420 | $36.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 415 | $36.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $35.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 373 | $32.7K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 309 | $27.1K | 0.01% | +152+96.8% | Added |
| Smartleaf Asset Management LLC | 313 | $27.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 280 | $24.6K | 0.00% | +8+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 269 | $23.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 248 | $21.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 240 | $21.1K | 0.00% | −22−8.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $20.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $20.2K | 0.00% | +177+334.0% | Added |
| CoreCap Advisors, LLC | 221 | $19.4K | 0.00% | +51+30.0% | Added |
| Copeland Capital Management, LLC | 221 | $19.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 196 | $18.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Silver Grove Financial Group, Inc. | 199 | $17.5K | 0.01% | +199 | New |
| Continuum Advisory, LLC | 198 | $17.4K | 0.00% | +198 | New |
| GW&K Investment Management, LLC | 195 | $17.0K | 0.00% | +195 | New |
| True Wealth Design, LLC | 191 | $16.8K | 0.00% | −93−32.7% | Reduced |
| Harbour Investments, Inc. | 180 | $15.8K | 0.00% | −282−61.0% | Reduced |
| North Star Investment Management Corp. | 177 | $15.5K | 0.00% | −66−27.2% | Reduced |
| Frazier Financial Advisors, LLC | 157 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 148 | $13.0K | 0.00% | −459−75.6% | Reduced |
| Oakworth Capital, Inc. | 145 | $12.7K | 0.00% | 00.0% | Unchanged |
| Motco | 145 | $12.7K | 0.00% | +145 | New |
| JFS Wealth Advisors, LLC | 144 | $12.6K | 0.00% | +7+5.1% | Added |
| Access Investment Management LLC | 138 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $11.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 130 | $11.4K | 0.00% | +10+8.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 125 | $11.0K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 123 | $10.8K | 0.00% | +20+19.4% | Added |
| Bell Investment Advisors, Inc | 109 | $9.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $9.56K | 0.00% | +38+53.5% | Added |
| Brown, Lisle/Cummings, Inc. | 108 | $9.47K | 0.00% | −37−25.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 106 | $9.30K | 0.00% | +106 | New |
| Creative Financial Designs Inc | 105 | $9.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $9.21K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 102 | $8.95K | 0.00% | −86−45.7% | Reduced |
| Trust Co of Vermont | 98 | $8.60K | 0.00% | +98 | New |
| Tompkins Financial Corp | 97 | $8.51K | 0.00% | +97 | New |
| Richardson Financial Services Inc. | 94 | $8.24K | 0.00% | −36−27.7% | Reduced |