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、11 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 4 季 13F 持有人
SEI Investments Co 在 2025/12/31 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
- 562
- 較 2025 年第 3 季 +24 家
- 持有股數
- 8,907 萬
- 較 2025 年第 3 季 +69.9 萬 (+0.8%)
- 總市值
- $73.1 億
- 較 2025 年第 3 季 −$1.85 億 (−2.5%)
- 新進機構
- 81
- 另有 199 家加碼
- 清倉機構
- 57
- 另有 192 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 7,493 | $62.3 萬 | 0.00% | −42,243−84.9% | 減碼 |
| EntryPoint Capital, LLC | 7,514 | $61.6 萬 | 0.24% | +479+6.8% | 加碼 |
| State of Wyoming | 7,504 | $61.5 萬 | 0.07% | −61−0.8% | 減碼 |
| Federated Hermes, Inc. | 7,483 | $61.4 萬 | 0.00% | −2,548−25.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,428 | $60.9 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 7,260 | $59.5 萬 | 0.03% | +164+2.3% | 加碼 |
| Nilsine Partners, LLC | 7,252 | $59.5 萬 | 0.05% | −5−0.1% | 減碼 |
| Commonwealth Equity Services, LLC | 7,072 | $58.0 萬 | 0.00% | +415+6.2% | 加碼 |
| Ghe, LLC | 7,054 | $57.9 萬 | 0.19% | +7,054 | 新進 |
| Ameritas Advisory Services, LLC | 6,970 | $57.2 萬 | 0.02% | +6,970 | 新進 |
| Securian Asset Management, Inc | 6,781 | $55.6 萬 | 0.02% | −255−3.6% | 減碼 |
| Inspire Advisors, LLC | 6,681 | $54.8 萬 | 0.05% | +6,681 | 新進 |
| Snowden Capital Advisors LLC | 6,637 | $54.8 萬 | 0.01% | +215+3.3% | 加碼 |
| Fayez Sarofim & Co | 6,675 | $54.7 萬 | 0.00% | 00.0% | 不變 |
| Kahn Brothers Group Inc | 6,596 | $54.1 萬 | 0.10% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 6,562 | $53.8 萬 | 0.01% | +284+4.5% | 加碼 |
| Haverford Trust Co | 6,550 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 6,500 | $53.3 萬 | 0.13% | −500−7.1% | 減碼 |
| Precision Wealth Strategies, LLC | 6,390 | $52.4 萬 | 0.17% | +598+10.3% | 加碼 |
| Lansing Street Advisors | 6,316 | $52.1 萬 | 0.13% | 00.0% | 不變 |
| South Dakota Investment Council | 6,328 | $51.9 萬 | 0.01% | −900−12.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,310 | $51.8 萬 | 0.03% | +29+0.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 6,292 | $51.6 萬 | 0.03% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 6,201 | $50.9 萬 | 0.07% | +1,136+22.4% | 加碼 |
| Panagora Asset Management Inc | 6,179 | $50.7 萬 | 0.00% | +85+1.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,045 | $49.6 萬 | 0.12% | −10.0% | 減碼 |
| Caitlin John, LLC | 5,942 | $48.7 萬 | 0.32% | +5,832+5,301.8% | 加碼 |
| AdvisorShares Investments LLC | 5,871 | $48.2 萬 | 0.08% | +393+7.2% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,830 | $47.8 萬 | 0.21% | −843−12.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,423 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 5,616 | $46.1 萬 | 0.00% | +1,664+42.1% | 加碼 |
| Ashton Thomas Securities, LLC | 5,548 | $45.6 萬 | 0.09% | −137−2.4% | 減碼 |
| Optimize Financial Inc | 5,245 | $43.0 萬 | 0.22% | +72+1.4% | 加碼 |
| Icon Wealth Advisors, LLC | 5,133 | $42.1 萬 | 0.03% | +358+7.5% | 加碼 |
| Maryland State Retirement & Pension System | 5,131 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 5,073 | $41.6 萬 | 0.10% | −5,760−53.2% | 減碼 |
| Pavaki Capital Management LLC | 5,000 | $41.0 萬 | 0.29% | +5,000 | 新進 |
| Advisor OS, LLC | 4,923 | $40.4 萬 | 0.03% | −433−8.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,827 | $39.6 萬 | 0.01% | +1,838+61.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 4,804 | $39.4 萬 | 0.01% | +4,804 | 新進 |
| MJP Associates Inc | 4,774 | $39.2 萬 | 0.05% | −453−8.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,708 | $38.6 萬 | 0.08% | −1,300−21.6% | 減碼 |
| Omers Administration Corp | 4,666 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,666 | $38.3 萬 | 0.01% | +73+1.6% | 加碼 |
| GWM Advisors LLC | 4,548 | $37.3 萬 | 0.00% | +4,419+3,425.6% | 加碼 |
| SHP Wealth Management | 4,537 | $37.2 萬 | 0.03% | +4,537 | 新進 |
| Legacy Financial Advisors, Inc. | 4,434 | $36.4 萬 | 0.05% | −112−2.5% | 減碼 |
| M&T Bank Corp | 4,423 | $36.3 萬 | 0.00% | +4,423 | 新進 |
| Kestra Advisory Services, LLC | 4,373 | $35.9 萬 | 0.00% | +241+5.8% | 加碼 |
| AE Wealth Management LLC | 4,250 | $34.9 萬 | 0.00% | +114+2.8% | 加碼 |
| Private Advisor Group, LLC | 4,244 | $34.8 萬 | 0.00% | +359+9.2% | 加碼 |
| Camden Capital, LLC | 4,240 | $34.8 萬 | 0.02% | −1,170−21.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,164 | $34.2 萬 | 0.01% | +3+0.1% | 加碼 |
| HighPoint Advisor Group LLC | 4,123 | $33.8 萬 | 0.01% | +1,700+70.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 4,118 | $33.8 萬 | 0.00% | +116+2.9% | 加碼 |
| WBH Advisory Inc | 4,000 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| Carbahal Olsen Financial Services Group, LLC | 4,000 | $32.8 萬 | 0.25% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 3,940 | $32.3 萬 | 0.14% | 00.0% | 不變 |
| Dakota Wealth Management | 3,858 | $31.6 萬 | 0.01% | +3,858 | 新進 |
| HRT Financial LP | 3,851 | $31.5 萬 | 0.00% | +3,851 | 新進 |
| CIBC Asset Management Inc | 3,810 | $31.2 萬 | 0.00% | −333−8.0% | 減碼 |
| Brevan Howard Capital Management LP | 3,776 | $31.0 萬 | 0.01% | +117+3.2% | 加碼 |
| Signaturefd, LLC | 3,733 | $30.6 萬 | 0.00% | +972+35.2% | 加碼 |
| Ethic Inc. | 3,708 | $30.4 萬 | 0.00% | −539−12.7% | 減碼 |
| North Dakota State Investment Board | 3,698 | $30.3 萬 | 0.01% | +3,698 | 新進 |
| Steward Partners Investment Advisory, LLC | 3,640 | $29.9 萬 | 0.00% | +813+28.8% | 加碼 |
| Cullen Investment Group, Ltd. | 3,356 | $29.1 萬 | 0.04% | −528−13.6% | 減碼 |
| Bridgewater Advisors Inc. | 3,611 | $28.9 萬 | 0.02% | +3,611 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,458 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 3,422 | $28.1 萬 | 0.07% | −123−3.5% | 減碼 |
| Pensionmark Financial Group, LLC | 3,377 | $27.7 萬 | 0.00% | +3,377 | 新進 |
| Global Retirement Partners, LLC | 3,367 | $27.6 萬 | 0.00% | +1,866+124.3% | 加碼 |
| Hilltop Holdings Inc. | 3,363 | $27.6 萬 | 0.02% | +831+32.8% | 加碼 |
| QRG Capital Management, Inc. | 3,359 | $27.6 萬 | 0.00% | +744+28.5% | 加碼 |
| Leo Wealth, LLC | 3,336 | $27.4 萬 | 0.02% | +349+11.7% | 加碼 |
| Hardy Reed LLC | 3,309 | $27.1 萬 | 0.02% | +21+0.6% | 加碼 |
| Atlantic Union Bankshares Corp | 3,300 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Mairs & Power Inc | 3,300 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,275 | $26.9 萬 | 0.03% | −87−2.6% | 減碼 |
| Kestra Investment Management, LLC | 3,260 | $26.7 萬 | 0.01% | −579−15.1% | 減碼 |
| Horizon Investments, LLC | 3,222 | $26.4 萬 | 0.00% | −59,271−94.8% | 減碼 |
| Royal Capital Wealth Management, LLC | 3,201 | $26.3 萬 | 0.15% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 3,193 | $26.2 萬 | 0.00% | +3,193 | 新進 |
| Korea Investment CORP | 3,172 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 3,145 | $25.8 萬 | 0.01% | −285−8.3% | 減碼 |
| Blueshift Asset Management, LLC | 3,117 | $25.6 萬 | 0.07% | −413−11.7% | 減碼 |
| NBT Bank N A | 82 | $25.1 萬 | 0.02% | −3−3.5% | 減碼 |
| United Capital Financial Advisers, LLC | 3,016 | $24.7 萬 | 0.00% | +3,016 | 新進 |
| Outlook Wealth Advisors, LLC | 3,015 | $24.7 萬 | 0.06% | +57+1.9% | 加碼 |
| PharVision Advisers, LLC | 3,008 | $24.7 萬 | 0.12% | +309+11.4% | 加碼 |
| Forum Financial Management, LP | 3,004 | $24.6 萬 | 0.00% | +2+0.1% | 加碼 |
| Syon Capital LLC | 2,958 | $24.3 萬 | 0.01% | −202−6.4% | 減碼 |
| Gibbs Wealth Management | 2,790 | $24.2 萬 | 0.06% | −174−5.9% | 減碼 |
| Bessemer Group Inc | 2,907 | $23.8 萬 | 0.00% | −1,678−36.6% | 減碼 |
| Avantra Family Wealth, Inc. | 2,850 | $23.4 萬 | 0.17% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 2,832 | $23.2 萬 | 0.01% | +357+14.4% | 加碼 |
| Skopos Labs, Inc. | 2,706 | $22.7 萬 | 0.01% | +2,706 | 新進 |
| Gallacher Capital Management LLC | 2,759 | $22.6 萬 | 0.09% | −38−1.4% | 減碼 |
| Everence Capital Management Inc | 2,730 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,725 | $22.4 萬 | 0.01% | −126−4.4% | 減碼 |