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 3 季 13F 持有人
SEI Investments Co 在 2025/9/30 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
- 550
- 較 2025 年第 2 季 −6 家
- 持有股數
- 8,855 萬
- 較 2025 年第 2 季 −81.2 萬 (−0.9%)
- 總市值
- $75.1 億
- 較 2025 年第 2 季 −$5.21 億 (−6.5%)
- 新進機構
- 60
- 另有 209 家加碼
- 清倉機構
- 66
- 另有 171 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 435 | $3.69 萬 | 0.00% | +339+353.1% | 加碼 |
| Quarry LP | 441 | $3.74 萬 | 0.01% | −69−13.5% | 減碼 |
| Jones Financial Companies LLLP | 444 | $3.80 萬 | 0.00% | +74+20.0% | 加碼 |
| Addison Advisors LLC | 485 | $4.12 萬 | 0.01% | +28+6.1% | 加碼 |
| Washington Trust Advisors, Inc. | 513 | $4.35 萬 | 0.00% | −6−1.2% | 減碼 |
| Smithfield Trust Co | 535 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 582 | $4.94 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 600 | $5.00 萬 | 0.02% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 591 | $5.01 萬 | 0.02% | +591 | 新進 |
| Vermillion & White Wealth Management Group, LLC | 612 | $5.19 萬 | 0.03% | +529+637.3% | 加碼 |
| Whittier Trust Co | 623 | $5.33 萬 | 0.00% | +3+0.5% | 加碼 |
| Harbor Investment Advisory, LLC | 650 | $5.52 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 666 | $5.65 萬 | 0.01% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 680 | $5.77 萬 | 0.01% | +4+0.6% | 加碼 |
| Private Trust Co NA | 689 | $5.85 萬 | 0.01% | −184−21.1% | 減碼 |
| WealthCollab, LLC | 766 | $6.50 萬 | 0.03% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 827 | $7.02 萬 | 0.03% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 873 | $7.30 萬 | 0.03% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $7.34 萬 | 0.00% | 00.0% | 不變 |
| Employees Retirement System of Texas | 906 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 951 | $8.07 萬 | 0.00% | −16−1.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 980 | $8.30 萬 | 0.01% | +483+97.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,086 | $9.21 萬 | 0.00% | +53+5.1% | 加碼 |
| Ronald Blue Trust, Inc. | 1,152 | $9.77 萬 | 0.00% | +62+5.7% | 加碼 |
| Advisory Services Network, LLC | 1,193 | $10.1 萬 | 0.00% | +1,193 | 新進 |
| Simplex Trading, LLC | 1,281 | $10.8 萬 | 0.00% | +1,281 | 新進 |
| Fifth Third Bancorp | 1,315 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,335 | $11.3 萬 | 0.02% | +97+7.8% | 加碼 |
| Bryn Mawr Trust Co | 1,407 | $11.9 萬 | 0.00% | −517−26.9% | 減碼 |
| Sachetta, LLC | 1,431 | $12.1 萬 | 0.05% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,501 | $12.7 萬 | 0.00% | +43+2.9% | 加碼 |
| Farther Finance Advisors, LLC | 1,543 | $13.1 萬 | 0.00% | −237−13.3% | 減碼 |
| Hills Bank & Trust Co | 1,648 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,679 | $14.2 萬 | 0.01% | +180+12.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,724 | $14.6 萬 | 0.03% | +1,618+1,526.4% | 加碼 |
| Covestor Ltd | 1,730 | $14.7 萬 | 0.08% | −71−3.9% | 減碼 |
| Peterson Wealth Services | 4,970 | $14.9 萬 | 0.04% | +4,970 | 新進 |
| Hollencrest Capital Management | 1,900 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,117 | $18.0 萬 | 0.00% | +566+36.5% | 加碼 |
| Florida Financial Advisors, LLC | 2,367 | $20.1 萬 | 0.06% | −1,674−41.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,375 | $20.1 萬 | 0.00% | +2,375 | 新進 |
| Atomi Financial Group, Inc. | 2,385 | $20.2 萬 | 0.01% | +2,385 | 新進 |
| HighPoint Advisor Group LLC | 2,423 | $20.6 萬 | 0.01% | +110+4.8% | 加碼 |
| Simplicity Wealth,LLC | 2,475 | $21.0 萬 | 0.01% | +2,475 | 新進 |
| Cooper Financial Group | 2,476 | $21.0 萬 | 0.02% | +2,476 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,483 | $21.1 萬 | 0.01% | −14−0.6% | 減碼 |
| STRS Ohio | 2,487 | $21.1 萬 | 0.00% | −27,924−91.8% | 減碼 |
| Hilltop Holdings Inc. | 2,532 | $21.5 萬 | 0.01% | −63−2.4% | 減碼 |
| QRG Capital Management, Inc. | 2,615 | $22.2 萬 | 0.00% | +266+11.3% | 加碼 |
| Park Avenue Securities LLC | 2,626 | $22.3 萬 | 0.00% | +2,626 | 新進 |
| TrueWealth Advisors, LLC | 2,640 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Apriem Advisors | 2,648 | $22.5 萬 | 0.02% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,697 | $22.9 萬 | 0.00% | +197+7.9% | 加碼 |
| PharVision Advisers, LLC | 2,699 | $22.9 萬 | 0.13% | +2,699 | 新進 |
| Norden Group LLC | 2,716 | $23.0 萬 | 0.02% | +2,716 | 新進 |
| Inceptionr LLC | 2,717 | $23.1 萬 | 0.06% | +2,717 | 新進 |
| Everence Capital Management Inc | 2,730 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,761 | $23.4 萬 | 0.00% | −54−1.9% | 減碼 |
| Stonegate Investment Group, LLC | 2,764 | $23.5 萬 | 0.01% | −1,774−39.1% | 減碼 |
| Modern Wealth Management, LLC | 2,773 | $23.5 萬 | 0.00% | −138−4.7% | 減碼 |
| Gallacher Capital Management LLC | 2,797 | $23.7 萬 | 0.09% | +2,797 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,827 | $24.0 萬 | 0.00% | +1,412+99.8% | 加碼 |
| Valley National Advisers Inc | 2,836 | $24.0 萬 | 0.04% | −1,246−30.5% | 減碼 |
| Avantra Family Wealth, Inc. | 2,850 | $24.2 萬 | 0.18% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,851 | $24.2 萬 | 0.01% | −44−1.5% | 減碼 |
| Polymer Capital Management (HK) LTD | 2,935 | $24.9 萬 | 0.03% | +2,935 | 新進 |
| Outlook Wealth Advisors, LLC | 2,958 | $25.1 萬 | 0.06% | +2,958 | 新進 |
| Gibbs Wealth Management | 2,964 | $25.2 萬 | 0.06% | −455−13.3% | 減碼 |
| Leo Wealth, LLC | 2,987 | $25.3 萬 | 0.03% | +101+3.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,989 | $25.4 萬 | 0.01% | +687+29.8% | 加碼 |
| Forum Financial Management, LP | 3,002 | $25.5 萬 | 0.00% | +323+12.1% | 加碼 |
| NBT Bank N A | 85 | $26.0 萬 | 0.02% | −2,977−97.2% | 減碼 |
| Sageworth Trust Co | 3,070 | $26.0 萬 | 0.01% | +3,070 | 新進 |
| Syon Capital LLC | 3,160 | $26.8 萬 | 0.01% | +320+11.3% | 加碼 |
| Korea Investment CORP | 3,172 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Royal Capital Wealth Management, LLC | 3,201 | $27.2 萬 | 0.17% | 00.0% | 不變 |
| Longboard Asset Management, LP | 3,270 | $27.7 萬 | 0.45% | 00.0% | 不變 |
| Hardy Reed LLC | 3,288 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Mairs & Power Inc | 3,300 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 3,300 | $28.0 萬 | 0.01% | +3,300 | 新進 |
| Institute for Wealth Management, LLC. | 3,362 | $28.5 萬 | 0.03% | +380+12.7% | 加碼 |
| Shelton Capital Management | 3,430 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,458 | $29.3 萬 | 0.02% | +1,240+55.9% | 加碼 |
| MAI Capital Management | 3,463 | $29.4 萬 | 0.00% | +2,889+503.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,465 | $29.4 萬 | 0.01% | +614+21.5% | 加碼 |
| Blueshift Asset Management, LLC | 3,530 | $30.0 萬 | 0.09% | +3,530 | 新進 |
| Cadent Capital Advisors, LLC | 3,545 | $30.1 萬 | 0.08% | −1,310−27.0% | 減碼 |
| SummitTX Capital, L.P. | 3,581 | $30.4 萬 | 0.01% | −25,214−87.6% | 減碼 |
| Brevan Howard Capital Management LP | 3,659 | $31.0 萬 | 0.00% | −10,276−73.7% | 減碼 |
| Kestra Investment Management, LLC | 3,839 | $32.6 萬 | 0.01% | −5,126−57.2% | 減碼 |
| Private Advisor Group, LLC | 3,885 | $33.0 萬 | 0.00% | +309+8.6% | 加碼 |
| Cullen Investment Group, Ltd. | 3,884 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Lindenwold Advisors | 3,928 | $33.3 萬 | 0.16% | +38+1.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 3,940 | $33.4 萬 | 0.15% | 00.0% | 不變 |
| Ci Investments Inc. | 3,952 | $33.5 萬 | 0.00% | −465−10.5% | 減碼 |
| Aaron Wealth Advisors | 3,999 | $33.9 萬 | 0.02% | +3,999 | 新進 |
| WBH Advisory Inc | 4,000 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $33.9 萬 | 0.27% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,002 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 4,132 | $35.1 萬 | 0.00% | +168+4.2% | 加碼 |