SEI Investments Co
SEIC- 交易所
- Nasdaq
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000350894
近 90 天，SEI Investments Co 內部人申報 0 筆公開市場買進、10 筆賣出；2026 年第 2 季末有 575 家機構在 13F 申報持有，市值合計 $79.4 億；大師中只有馬克爾集團持有。
2025 年第 1 季 13F 持有人
SEI Investments Co 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 546
- 較 2024 年第 4 季 +16 家
- 持有股數
- 9,369 萬
- 較 2024 年第 4 季 +284.2 萬 (+3.1%)
- 總市值
- $72.7 億
- 較 2024 年第 4 季 −$2.27 億 (−3.0%)
- 新進機構
- 68
- 另有 192 家加碼
- 清倉機構
- 52
- 另有 186 家減碼
另有 10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SEIC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 575 | $79.4 億 |
| 2026 年第 1 季 | 569 | $70.6 億 |
| 2025 年第 4 季 | 562 | $73.1 億 |
| 2025 年第 3 季 | 550 | $75.1 億 |
| 2025 年第 2 季 | 564 | $80.9 億 |
| 2025 年第 1 季 | 546 | $72.7 億 |
| 2024 年第 4 季 | 540 | $75.2 億 |
| 2024 年第 3 季 | 502 | $63.5 億 |
| 2024 年第 2 季 | 493 | $60.2 億 |
| 2024 年第 1 季 | 475 | $67.7 億 |
| 2023 年第 4 季 | 491 | $59.0 億 |
| 2023 年第 3 季 | 462 | $56.3 億 |
| 2023 年第 2 季 | 458 | $55.3 億 |
| 2023 年第 1 季 | 444 | $53.6 億 |
| 2022 年第 4 季 | 446 | $54.5 億 |
| 2022 年第 3 季 | 433 | $46.3 億 |
| 2022 年第 2 季 | 456 | $51.8 億 |
| 2022 年第 1 季 | 465 | $58.1 億 |
| 2021 年第 4 季 | 472 | $59.4 億 |
| 2021 年第 3 季 | 446 | $57.3 億 |
| 2021 年第 2 季 | 440 | $60.4 億 |
| 2021 年第 1 季 | 443 | $59.7 億 |
2025 年第 1 季持有機構
每家機構持有 SEI Investments Co 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 803 | $6.23 萬 | 0.00% | +225+38.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $6.57 萬 | 0.00% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 873 | $6.70 萬 | 0.04% | 00.0% | 不變 |
| Private Trust Co NA | 879 | $6.82 萬 | 0.01% | −17−1.9% | 減碼 |
| Painted Porch Advisors LLC | 891 | $6.92 萬 | 0.03% | −663−42.7% | 減碼 |
| South State Corp. | 930 | $7.22 萬 | 0.00% | −23−2.4% | 減碼 |
| Huntington National Bank | 934 | $7.25 萬 | 0.00% | −2,218−70.4% | 減碼 |
| Innovative Advisory Group, LLC | 1,000 | $7.76 萬 | 0.07% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,006 | $7.81 萬 | 0.00% | +146+17.0% | 加碼 |
| Ronald Blue Trust, Inc. | 1,041 | $8.08 萬 | 0.00% | −112−9.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,048 | $8.14 萬 | 0.00% | −16−1.5% | 減碼 |
| SRS Capital Advisors, Inc. | 1,126 | $8.74 萬 | 0.01% | −494−30.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,144 | $8.88 萬 | 0.00% | +185+19.3% | 加碼 |
| Fifth Third Bancorp | 1,174 | $9.11 萬 | 0.00% | −32−2.7% | 減碼 |
| Siemens Fonds Invest GmbH | 1,259 | $9.77 萬 | 0.01% | +1,259 | 新進 |
| Farther Finance Advisors, LLC | 1,334 | $10.3 萬 | 0.00% | +681+104.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,364 | $10.6 萬 | 0.00% | +1,282+1,563.4% | 加碼 |
| Principal Securities, Inc. | 1,324 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 1,419 | $11.0 萬 | 0.00% | +1,419 | 新進 |
| Sachetta, LLC | 1,422 | $11.0 萬 | 0.05% | +8+0.6% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,699 | $13.2 萬 | 0.00% | +1,699 | 新進 |
| Hills Bank & Trust Co | 1,713 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,748 | $13.6 萬 | 0.00% | +1,748 | 新進 |
| Globeflex Capital L P | 1,800 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 1,835 | $14.2 萬 | 0.00% | +202+12.4% | 加碼 |
| Hollencrest Capital Management | 1,896 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,897 | $14.7 萬 | 0.00% | +122+6.9% | 加碼 |
| Covestor Ltd | 1,942 | $15.1 萬 | 0.10% | −191−9.0% | 減碼 |
| IFP Advisors, Inc | 1,936 | $15.8 萬 | 0.00% | +1,394+257.2% | 加碼 |
| Icon Wealth Advisors, LLC | 2,394 | $18.6 萬 | 0.02% | +172+7.7% | 加碼 |
| Baird Financial Group, Inc. | 2,589 | $20.1 萬 | 0.00% | +2,589 | 新進 |
| Grant/GrossMendelsohn, LLC | 2,600 | $20.2 萬 | 0.11% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 2,640 | $20.5 萬 | 0.07% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,654 | $20.6 萬 | 0.00% | +2,654 | 新進 |
| Forum Financial Management, LP | 2,677 | $20.8 萬 | 0.00% | +2,677 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,685 | $20.8 萬 | 0.01% | +200+8.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,747 | $21.3 萬 | 0.00% | +17+0.6% | 加碼 |
| Signaturefd, LLC | 2,760 | $21.4 萬 | 0.00% | −58−2.1% | 減碼 |
| Aigen Investment Management, LP | 2,781 | $21.6 萬 | 0.03% | +2,781 | 新進 |
| Leo Wealth, LLC | 2,782 | $21.6 萬 | 0.03% | +10+0.4% | 加碼 |
| Hilltop Holdings Inc. | 2,782 | $21.6 萬 | 0.01% | −5−0.2% | 減碼 |
| Warren Averett Asset Management, LLC | 2,825 | $21.9 萬 | 0.00% | +2,825 | 新進 |
| Avantra Family Wealth, Inc. | 2,850 | $22.1 萬 | 0.21% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 2,871 | $22.3 萬 | 0.11% | +2,871 | 新進 |
| M&T Bank Corp | 2,876 | $22.3 萬 | 0.00% | −1,860−39.3% | 減碼 |
| Haven Private, LLC | 2,878 | $22.3 萬 | 0.13% | −3,283−53.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 2,882 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,895 | $22.5 萬 | 0.01% | −4,669−61.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,913 | $22.6 萬 | 0.00% | +2,913 | 新進 |
| Meeder Advisory Services, Inc. | 2,928 | $22.7 萬 | 0.01% | −194−6.2% | 減碼 |
| Keebeck Alpha, LP | 2,984 | $23.2 萬 | 0.27% | +2,984 | 新進 |
| Rakuten Investment Management, Inc. | 3,023 | $23.3 萬 | 0.00% | +3,023 | 新進 |
| NBT Bank N A | 3,045 | $23.6 萬 | 0.02% | +19+0.6% | 加碼 |
| Quadrature Capital Ltd | 3,138 | $24.4 萬 | 0.01% | +3,138 | 新進 |
| Royal Capital Wealth Management, LLC | 3,200 | $24.8 萬 | 0.17% | 00.0% | 不變 |
| Pitcairn Co | 3,209 | $24.9 萬 | 0.02% | −343−9.7% | 減碼 |
| Longboard Asset Management, LP | 3,235 | $25.1 萬 | 0.74% | 00.0% | 不變 |
| Hardy Reed LLC | 3,288 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 3,294 | $25.6 萬 | 0.17% | +3,294 | 新進 |
| Mairs & Power Inc | 3,300 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 3,381 | $26.2 萬 | 0.01% | −39−1.1% | 減碼 |
| Standard Life Aberdeen plc | 3,382 | $26.3 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 3,529 | $27.4 萬 | 0.01% | −202−5.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,647 | $28.3 萬 | 0.07% | +1,029+39.3% | 加碼 |
| Northstar Financial Companies, Inc. | 3,663 | $28.4 萬 | 0.31% | +22+0.6% | 加碼 |
| Impact Partnership Wealth, LLC | 3,682 | $28.6 萬 | 0.06% | +3,682 | 新進 |
| Atria Wealth Solutions, Inc. | 3,697 | $28.7 萬 | 0.00% | +3,697 | 新進 |
| AXA S.A. | 3,843 | $29.8 萬 | 0.00% | −612−13.7% | 減碼 |
| AE Wealth Management LLC | 3,854 | $29.9 萬 | 0.00% | +3,854 | 新進 |
| Cullen Investment Group, Ltd. | 3,862 | $30.0 萬 | 0.05% | +21+0.5% | 加碼 |
| Bank of Nova Scotia | 3,878 | $30.1 萬 | 0.00% | −21,507−84.7% | 減碼 |
| Camden Capital, LLC | 3,896 | $30.2 萬 | 0.03% | −1,689−30.2% | 減碼 |
| Lindenwold Advisors | 3,908 | $30.3 萬 | 0.17% | −63−1.6% | 減碼 |
| Janus Henderson Group PLC | 3,947 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 3,940 | $30.6 萬 | 0.15% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 3,955 | $30.7 萬 | 0.00% | +633+19.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,971 | $30.8 萬 | 0.01% | −70,150−94.6% | 減碼 |
| Cooper Financial Group | 3,990 | $31.0 萬 | 0.04% | +105+2.7% | 加碼 |
| WBH Advisory Inc | 4,000 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $31.1 萬 | 0.29% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 4,029 | $31.3 萬 | 0.01% | +2,563+174.8% | 加碼 |
| CAPROCK Group, Inc. | 4,070 | $31.6 萬 | 0.01% | −418−9.3% | 減碼 |
| EntryPoint Capital, LLC | 4,090 | $31.8 萬 | 0.15% | +4,090 | 新進 |
| Public Employees Retirement Association of Colorado | 4,145 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Change Path, LLC | 4,150 | $32.2 萬 | 0.01% | +1,222+41.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,185 | $32.5 萬 | 0.01% | −1,004−19.3% | 減碼 |
| Valley National Advisers Inc | 4,211 | $32.6 萬 | 0.06% | −328−7.2% | 減碼 |
| Florida Financial Advisors, LLC | 4,214 | $32.7 萬 | 0.13% | −35−0.8% | 減碼 |
| Bessemer Group Inc | 4,284 | $33.2 萬 | 0.00% | +2,363+123.0% | 加碼 |
| Ethic Inc. | 4,370 | $33.8 萬 | 0.01% | −102−2.3% | 減碼 |
| S-Bank Fund Management Ltd | 4,491 | $34.9 萬 | 0.07% | +4,491 | 新進 |
| Fifth Third Wealth Advisors LLC | 4,542 | $35.3 萬 | 0.02% | +886+24.2% | 加碼 |
| Ci Investments Inc. | 4,635 | $36.0 萬 | 0.00% | +455+10.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,649 | $36.1 萬 | 0.06% | −3−0.1% | 減碼 |
| Maryland State Retirement & Pension System | 4,670 | $36.3 萬 | 0.01% | −1,103−19.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,780 | $37.1 萬 | 0.01% | −1,686−26.1% | 減碼 |
| Snowden Capital Advisors LLC | 4,839 | $37.6 萬 | 0.01% | −46−0.9% | 減碼 |
| Kestra Investment Management, LLC | 4,841 | $37.6 萬 | 0.01% | +481+11.0% | 加碼 |
| Cadent Capital Advisors, LLC | 4,855 | $37.7 萬 | 0.14% | +698+16.8% | 加碼 |
| CIBC World Markets Corp | 4,986 | $38.7 萬 | 0.00% | −10−0.2% | 減碼 |