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SEI Investments (SEIC) Institutional Ownership

SEI Investments logo
$103.54 -0.34 (-0.32%)
As of 12:48 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for SEI Investments (NASDAQ:SEIC)

Current
Institutional Ownership
Percentage
70.59%
Number of
Institutional Buyers
(last 12 months)
335
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$539.61M
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SEIC Institutional Buying and Selling by Quarter

SEI Investments Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.4,450$390K0.0%+14.7%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.20,242$1.78M0.0%+3.2%0.017%
9/9/2026Sequoia Financial Advisors LLC12,812$1.12M0.0%-19.0%0.011%
9/9/2026Tidal Investments LLC226,700$19.88M0.0%+40.4%0.189%
9/9/2026Archford Capital Strategies LLC12,175$1.07M0.1%N/A0.010%
9/9/2026Engineers Gate Manager LP38,836$3.41M0.0%-11.8%0.032%
9/9/2026Integrated Wealth Concepts LLC2,130$187K0.0%-76.8%0.002%
9/9/2026NewEdge Advisors LLC5,730$503K0.0%+17.1%0.005%
9/9/2026IFP Advisors Inc2,841$249K0.0%+30.4%0.002%
9/9/2026Squarepoint Ops LLC4,464$392K0.0%N/A0.004%
9/8/2026Allworth Financial LP878$77K0.0%-40.6%0.001%
9/8/2026Arizona State Retirement System27,829$2.44M0.0%-2.6%0.023%
9/8/2026Nykredit A S3,303$290K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP102,534$8.99M0.0%+11.1%0.085%
8/26/2026Amundi193,135$16.94M0.0%+2.4%0.161%
8/26/2026HighTower Advisors LLC12,435$1.09M0.0%-4.6%0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al6,800$596K0.0%N/A0.006%
8/23/2026Readystate Asset Management LP18,797$1.65M0.1%N/A0.016%
8/23/2026Wedmont Private Capital2,174$208K0.0%N/A0.002%
8/22/2026AlphaGrep UK Ltd2,336$205K0.1%N/A0.002%
8/22/2026Syon Capital LLC4,729$415K0.0%+19.3%0.004%
8/22/2026TD Waterhouse Canada Inc.62,601$5.64M0.0%-1.7%0.052%
8/21/2026iSAM Funds UK Ltd7,400$649K0.5%N/A0.006%
8/21/2026Nykredit A S3,303$290K0.0%N/A0.003%
8/21/2026Legacy Financial Advisors Inc.4,396$386K0.0%-2.6%0.004%
8/20/2026Two Sigma Securities LLC18,722$1.64M0.1%N/A0.016%
8/20/2026Northwestern Mutual Wealth Management Co.1,920$168K0.0%+7.4%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC216,054$18.95M0.0%-52.6%0.180%
8/19/2026Van ECK Associates Corp102,923$9.03M0.0%-3.1%0.086%
8/19/2026Hsbc Holdings PLC70,381$6.15M0.0%-15.7%0.059%
8/18/2026United Capital Financial Advisors LLC5,451$478K0.0%N/A0.005%
8/18/2026Caitlin John LLC636$56K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio47,868$4.20M0.0%N/A0.040%
8/17/2026Redwood Investment Management LLC13,366$1.17M0.1%N/A0.011%
8/17/2026Corient Private Wealth LP99,506$8.73M0.0%N/A0.083%
8/17/2026Azora Capital LP443,189$38.87M1.6%N/A0.369%
8/17/2026Bank of America Corp DE2,908,071$255.07M0.0%N/A2.423%
8/15/2026American Capital Management Inc.745,323$65.37M2.9%N/A0.621%
8/15/2026Freestone Grove Partners LP6,603$579K0.0%N/A0.006%
8/15/2026Caisse de depot et placement du Quebec1,002,445$87.92M0.1%N/A0.835%
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8/15/2026Man Group plc87,503$7.68M0.0%N/A0.073%
8/15/2026Polar Asset Management Partners Inc.44,075$3.87M0.1%N/A0.037%
8/15/2026Jupiter Topco LLC45,122$3.96M0.0%N/A0.038%
8/14/2026Hsbc Holdings PLC70,381$6.15M0.0%N/A0.059%
8/14/2026Royal Capital Wealth Management LLC3,000$263K0.1%N/A0.002%
8/14/2026Legal & General Group Plc136,376$11.96M0.0%N/A0.114%
8/14/2026The Manufacturers Life Insurance Company70,000$6.14M0.0%N/A0.058%
8/13/2026Sanctuary Advisors LLC48,143$4.22M0.0%N/A0.040%
8/13/2026Connor Clark & Lunn Investment Management Ltd.421,046$36.93M0.1%N/A0.351%
8/13/2026Globeflex Capital L P7,624$669K0.1%N/A0.006%
8/12/2026Foyston Gordon & Payne Inc157,958$13.94M3.0%N/A0.132%
8/12/2026Commerce Bank10,661$935K0.0%N/A0.009%
8/12/2026Northwestern Mutual Wealth Management Co.1,920$168K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP12,202$1.07M0.0%N/A0.010%
8/12/2026EP Wealth Advisors LLC2,835$249K0.0%N/A0.002%
8/12/2026Bard Associates Inc.1,207$106K0.0%N/A0.001%
8/12/2026Callan Family Office LLC32,957$2.89M0.1%N/A0.027%
8/11/2026Keating Financial Advisory Services Inc.795$70K0.0%N/A0.001%
8/11/2026Allworth Financial LP878$77K0.0%N/A0.001%
8/11/2026Portfolio Design Labs LLC9,249$811K0.1%N/A0.008%
8/11/2026Vise Technologies Inc.5,824$511K0.0%N/A0.005%
8/10/2026Csenge Advisory Group2,310$203K0.0%N/A0.002%
8/8/2026Oxbow Advisors LLC42,099$3.69M0.3%N/A0.035%
8/8/2026JLB & Associates Inc.261,576$22.94M3.1%N/A0.218%
8/8/2026Meeder Advisory Services Inc.2,657$233K0.0%N/A0.002%
8/7/2026BlackRock Inc.9,927,545$870.75M0.0%N/A8.272%
8/7/2026Deutsche Bank AG22,316$1.96M0.0%N/A0.019%
8/7/2026Simplicity Wealth LLC6,410$562K0.0%N/A0.005%
8/7/2026HBK Sorce Advisory LLC51,793$5.43M0.1%N/A0.043%
8/6/2026Northstar Financial Companies Inc.3,727$327K0.2%N/A0.003%
8/6/2026Global Retirement Partners LLC4,017$352K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp894,194$78.43M0.0%N/A0.745%
8/6/2026Focus Partners Advisor Solutions LLC7,644$670K0.0%N/A0.006%
8/6/2026State of Wyoming3,454$303K0.0%N/A0.003%
7/9/2026Harrell Investment Partners LLC9,707$851K0.2%+2.6%0.008%
7/9/2026Hennion & Walsh Asset Management Inc.17,942$1.57M0.0%-1.7%0.015%
7/8/2026Elevation Wealth Partners LLC309$27K0.0%+96.8%0.000%
7/8/2026Thrive Wealth Management LLC73,935$6.49M0.8%-3.7%0.062%
7/7/2026GAMMA Investing LLC7,179$630K0.0%-2.8%0.006%
7/7/2026Harbor Investment Advisory LLC747$66K0.0%+87.2%0.001%
7/2/2026Versant Capital Management Inc2,139$188K0.0%+12.6%0.002%
7/2/2026CX Institutional532$47K0.0%+44.6%0.000%
6/18/2026Pacer Advisors Inc.10,954$860K0.0%-1.6%0.009%
6/3/2026Parallel Advisors LLC17,159$1.35M0.0%-17.6%0.014%
6/3/2026NewEdge Advisors LLC4,894$384K0.0%+7.6%0.004%
5/28/2026Henshaw Capital LLC43,101$3.38M0.1%+0.6%0.036%
5/26/2026Glenmede Trust Co. NA12,296$965K0.0%+1.2%0.010%
5/21/2026Front Street Capital Management Inc.1,330$104K0.0%+17.8%0.001%
5/19/2026Western Wealth Management LLC552$43K0.0%N/A0.000%
5/19/2026Bank of America Corp DE2,920,506$229.17M0.0%-0.1%2.428%
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5/18/2026Amundi188,563$14.80M0.0%+1,025.9%0.157%
5/18/2026EverSource Wealth Advisors LLC3,540$278K0.0%+39.2%0.003%
5/18/2026California State Teachers Retirement System125,866$9.88M0.0%+27.1%0.105%
5/18/2026Royal Bank of Canada416,650$32.69M0.0%-31.8%0.346%
5/16/2026American Capital Management Inc.768,615$60.31M3.2%+33.7%0.639%
5/16/2026The Manufacturers Life Insurance Company70,686$5.55M0.0%-1.7%0.059%
5/16/2026Quantinno Capital Management LP382,361$30.00M0.1%+265.6%0.318%
5/16/2026SummitTX Capital L.P.8,162$640K0.0%-68.9%0.007%
5/16/2026Lazard Asset Management LLC38,037$2.99M0.0%+85.2%0.032%
5/15/2026Gateway Wealth Partners LLC7,122$559K0.0%N/A0.006%


SEIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 614 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($908.07M), BlackRock Inc. ($870.75M), Loomis Sayles & Co. L P ($717.24M), Morgan Stanley ($416.27M), State Street Corp ($353.49M), Bank of America Corp DE ($255.07M), and Geode Capital Management LLC ($237.42M).Learn more on SEI Investments' institutional investors.

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

Of the 540 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: BlackRock Inc. ($9.93M), Bank of America Corp DE ($3.04M), Norges Bank ($1.85M), Caisse DE Depot ET Placement DU Quebec ($1.84M), Azora Capital LP ($1.44M), Raymond James Financial Inc. ($1.06M), and American Capital Management Inc. ($1.05M).

Institutional investors have bought a total of 28,086,920 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Of the 197 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: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($669.48K), Royal Bank of Canada ($534.43K), Morgan Stanley ($518.56K), State Street Corp ($462.42K), Boston Trust Walden Corp ($329.94K), Royce & Associates LP ($323.17K), and Millennium Management LLC ($284.05K).

Institutional investors have sold a total of 6,513,355 shares in the last 24 months. This volume of shares sold represents approximately $539.61M in transactions.


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Institutional ownership data for NASDAQ:SEIC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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