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SEI Investments (SEIC) Institutional Ownership

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$86.85 -1.35 (-1.53%)
Closing price 08/7/2025 04:00 PM Eastern
Extended Trading
$86.82 -0.03 (-0.03%)
As of 08/7/2025 07:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SEI Investments (NASDAQ:SEIC)

Current
Institutional Ownership
Percentage
70.59%
Number of
Institutional Buyers
(last 12 months)
340
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$868.73M
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SEIC Institutional Buying and Selling by Quarter

SEI Investments Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025 Leith Wheeler Investment Counsel Ltd.200,409$18.01M1.3%-2.6%0.162%
8/7/2025Allworth Financial LP300$27K0.0%-35.2%0.000%
8/7/2025Addison Advisors LLC457$41K0.0%+117.6%0.000%
8/7/2025Illinois Municipal Retirement Fund46,953$4.22M0.1%+80.0%0.038%
8/7/2025ProShare Advisors LLC452,154$40.63M0.1%+25.0%0.366%
8/7/2025King Luther Capital Management Corp138,265$12.42M0.1%+31.2%0.112%
8/7/2025Acadian Asset Management LLC104,687$9.41M0.0%-58.3%0.085%
8/7/2025Campbell & CO Investment Adviser LLC15,759$1.42M0.1%-18.9%0.013%
8/7/2025Connor Clark & Lunn Investment Management Ltd.43,243$3.89M0.0%N/A0.035%
8/7/2025Aviva PLC11,550$1.04M0.0%+45.5%0.009%
8/7/2025Los Angeles Capital Management LLC70,500$6.34M0.0%-62.2%0.057%
8/6/2025Summit Investment Advisors Inc.18,967$1.47M1.2%-3.3%0.015%
8/6/2025 AE Wealth Management LLC3,677$330K0.0%-4.6%0.003%
8/6/2025 Fox Run Management L.L.C.6,644$597K0.1%N/A0.005%
8/6/2025 Savant Capital LLC2,865$257K0.0%-12.0%0.002%
8/6/2025 Modera Wealth Management LLC75,719$6.80M0.1%-3.6%0.061%
8/6/2025 First Horizon Advisors Inc.297$27K0.0%-63.0%0.000%
8/5/2025 Crestwood Advisors Group LLC201,193$18.08M0.3%-3.3%0.163%
8/5/2025 Claro Advisors LLC2,241$201K0.0%N/A0.002%
8/5/2025 J. W. Coons Advisors LLC2,430$218K0.0%N/A0.002%
8/5/2025 Bank of New York Mellon Corp1,020,339$91.69M0.0%-9.9%0.825%
8/5/2025 Bank of Montreal Can123,098$11.06M0.0%-8.6%0.100%
8/5/2025 State of Michigan Retirement System22,788$2.05M0.0%-9.3%0.018%
8/4/2025 Simon Quick Advisors LLC3,050$274K0.0%N/A0.002%
8/4/2025 AdvisorShares Investments LLC5,547$498K0.1%-6.3%0.004%
8/4/2025 Strs Ohio30,411$2.73M0.0%+1.9%0.025%
8/4/2025 Impact Partnership Wealth LLC4,280$385K0.1%+16.2%0.003%
8/4/2025 Amalgamated Bank45,895$4.12M0.0%-1.0%0.037%
8/4/2025 Atria Investments Inc39,307$3.53M0.0%-2.5%0.032%
8/4/2025 Retirement Systems of Alabama274,629$24.68M0.1%-0.6%0.222%
8/1/2025 New York Life Investment Management LLC10,112$909K0.0%-9.1%0.008%
8/1/2025 Teacher Retirement System of Texas94,711$8.51M0.0%-70.2%0.077%
8/1/2025 Y Intercept Hong Kong Ltd3,585$322K0.0%N/A0.003%
8/1/2025 Convergence Investment Partners LLC19,923$1.79M0.5%-18.3%0.016%
8/1/2025 Bessemer Group Inc.3,983$358K0.0%-7.0%0.003%
8/1/2025 Ashton Thomas Private Wealth LLC14,226$1.28M0.0%-3.3%0.012%
8/1/2025 Envestnet Asset Management Inc.356,037$31.99M0.0%-9.9%0.288%
7/31/2025 Oppenheimer Asset Management Inc.17,149$1.54M0.0%-2.5%0.014%
7/31/2025 MQS Management LLC10,227$919K0.5%+33.1%0.008%
7/31/2025 Linden Thomas Advisory Services LLC22,680$2.04M0.2%-0.7%0.018%
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7/31/2025 Focus Partners Advisor Solutions LLC12,096$1.09M0.0%+13.1%0.010%
7/31/2025 AlphaQuest LLC31,895$2.87M0.3%-5.4%0.026%
7/31/2025 Asset Management One Co. Ltd.12,207$1.10M0.0%-76.1%0.010%
7/30/2025 First Citizens Bank & Trust Co.21,324$1.92M0.0%+114.3%0.017%
7/30/2025 Ethic Inc.4,503$403K0.0%+3.0%0.004%
7/30/2025 Cullen Frost Bankers Inc.4,002$360K0.0%+193.4%0.003%
7/30/2025 Lafayette Investments Inc.15,274$1.37M0.3%-0.9%0.012%
7/29/2025 Chicago Partners Investment Group LLC2,282$205K0.0%N/A0.002%
7/29/2025 Mutual of America Capital Management LLC47,051$4.23M0.0%-5.2%0.038%
7/29/2025 Koshinski Asset Management Inc.2,346$211K0.0%N/A0.002%
7/29/2025 Chevy Chase Trust Holdings LLC79,052$7.10M0.0%+1.4%0.064%
7/29/2025 Applied Finance Capital Management LLC3,238$291K0.0%N/A0.003%
7/29/2025 Praxis Investment Management Inc.2,730$245K0.0%N/A0.002%
7/28/2025 Allianz Asset Management GmbH143,855$12.93M0.0%-25.8%0.116%
7/28/2025 New York State Teachers Retirement System117,501$10.56M0.0%-0.4%0.094%
7/28/2025 Bayforest Capital Ltd6,227$560K0.2%-37.9%0.005%
7/28/2025 Boston Trust Walden Corp1,369,674$123.08M0.9%+3.3%1.100%
7/28/2025 TD Asset Management Inc125,676$11.29M0.0%-13.3%0.101%
7/28/2025 Morningstar Investment Management LLC3,706$333K0.0%N/A0.003%
7/28/2025 Moran Wealth Management LLC47,238$4.25M0.1%N/A0.038%
7/25/2025 Envestnet Portfolio Solutions Inc.25,363$2.28M0.0%+118.6%0.020%
7/25/2025 Sequoia Financial Advisors LLC13,844$1.24M0.0%N/A0.011%
7/25/2025 Vest Financial LLC54,326$4.88M0.1%+63.5%0.044%
7/25/2025 Yousif Capital Management LLC33,401$3.00M0.0%-3.4%0.027%
7/25/2025 Leith Wheeler Investment Counsel Ltd.228,370$20.52M1.2%+11.0%0.183%
7/25/2025 CWM LLC53,837$4.84M0.0%-1.8%0.043%
7/25/2025 Vanguard Personalized Indexing Management LLC32,704$2.94M0.0%+22.7%0.026%
7/25/2025 Concurrent Investment Advisors LLC5,779$519K0.0%+3.2%0.005%
7/25/2025 Fifth Third Wealth Advisors LLC4,083$367K0.0%-10.1%0.003%
7/24/2025 Inspire Investing LLC35,391$3.18M0.3%+25.9%0.028%
7/24/2025 Aberdeen Group plc5,064$455K0.0%+49.7%0.004%
7/24/2025 IFP Advisors Inc1,705$155K0.0%-11.9%0.001%
7/24/2025 US Bancorp DE38,204$3.43M0.0%+3.9%0.031%
7/23/2025 Louisiana State Employees Retirement System26,600$2.39M0.0%-1.5%0.021%
7/23/2025 KLP Kapitalforvaltning AS155,500$13.97M0.1%-4.2%0.125%
7/22/2025 Valley National Advisers Inc.4,082$366K0.1%-3.1%0.003%
7/21/2025 111 Capital10,467$941K0.2%N/A0.008%
7/21/2025 QRG Capital Management Inc.2,349$211K0.0%N/A0.002%
7/21/2025 Ascent Group LLC46,015$4.14M0.2%-6.3%0.037%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,830$524K0.0%+39.3%0.005%
7/21/2025 Hahn Capital Management LLC113,207$10.17M4.8%-1.5%0.091%
7/21/2025 Mirae Asset Global Investments Co. Ltd.59,413$5.34M0.0%-15.6%0.048%
7/21/2025 Lecap Asset Management Ltd.19,523$1.75M0.6%+208.0%0.016%
7/18/2025 RK Asset Management LLC69,214$6.22M6.0%-0.2%0.056%
7/18/2025 CHURCHILL MANAGEMENT Corp20,952$1.88M0.0%-1.9%0.017%
7/18/2025 Robeco Institutional Asset Management B.V.77,185$6.94M0.0%-24.4%0.062%
7/18/2025 Institute for Wealth Management LLC.2,982$268K0.0%N/A0.002%
7/18/2025 Truist Financial Corp115,153$10.35M0.0%-0.4%0.092%
7/18/2025 Donald L. Hagan LLC14,311$1.29M0.6%-2.9%0.011%
7/17/2025 JLB & Associates Inc.268,261$24.11M3.4%-3.0%0.215%
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7/17/2025 Janney Montgomery Scott LLC135,511$12.18M0.0%+5,005.9%0.109%
7/17/2025 Genesis Private Wealth LLC2,235$201K0.1%N/A0.002%
7/17/2025 Avior Wealth Management LLC7,384$664K0.0%+32.9%0.006%
7/16/2025 State of Alaska Department of Revenue198,665$17.85M0.2%-0.3%0.160%
7/16/2025 Kathmere Capital Management LLC74,022$6.65M0.5%N/A0.059%
7/16/2025 Novem Group11,305$1.02M0.1%N/A0.009%
7/15/2025 Harrell Investment Partners LLC9,032$812K0.2%N/A0.007%
7/15/2025 Public Employees Retirement System of Ohio64,909$5.83M0.0%+4.0%0.052%
7/15/2025 Fifth Third Bancorp1,315$118K0.0%+12.0%0.001%
7/14/2025 Gries Financial LLC29,847$2.68M0.5%+6.3%0.024%
(Data available from 1/1/2016 forward)

SEIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIC shares?

During the previous two years, 536 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($889.73M), Loomis Sayles & Co. L P ($728.90M), BlackRock Inc. ($667.84M), State Street Corp ($394.94M), Morgan Stanley ($358.29M), Bank of America Corp DE ($234.79M), and Beutel Goodman & Co Ltd. ($219.72M).Learn more on SEI Investments' institutional investors.

What percentage of SEI Investments' stock is owned by institutional investors?

70.59% of SEI Investments' stock is owned by institutional investors. Learn more on SEIC's institutional investor holdings.

Which institutional investors have been buying SEI Investments' stock?

Of the 441 institutional investors that purchased SEI Investments' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.09M), Norges Bank ($1.09M), Raymond James Financial Inc. ($1.05M), Lord Abbett & CO. LLC ($666.92K), Millennium Management LLC ($605.25K), Caisse DE Depot ET Placement DU Quebec ($585.63K), and Amundi ($543.75K).

How much institutional buying is happening at SEI Investments?

Institutional investors have bought a total of 13,985,780 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Which of SEI Investments' major shareholders have been selling company stock?

Of the 239 institutional investors that sold SEI Investments' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beutel Goodman & Co Ltd. ($1.35M), Invesco Ltd. ($854.08K), Brown Advisory Inc. ($790.82K), Loomis Sayles & Co. L P ($605.10K), First Trust Advisors LP ($468.60K), Tandem Investment Advisors Inc. ($426.07K), and State Street Corp ($403.32K).

How much institutional selling is happening at SEI Investments?

Institutional investors have sold a total of 11,068,503 shares in the last 24 months. This volume of shares sold represents approximately $868.73M in transactions.



This page (NASDAQ:SEIC) was last updated on 8/8/2025 by MarketBeat.com Staff
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