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SEI Investments (SEIC) Institutional Ownership

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$96.18 +0.73 (+0.76%)
Closing price 04:00 PM Eastern
Extended Trading
$96.19 +0.01 (+0.01%)
As of 04:10 PM Eastern
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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)
367
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$925.58M
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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
7/9/2026 Harrell Investment Partners LLC9,707$851K0.2%+2.6%0.008%
7/9/2026 Hennion & Walsh Asset Management Inc.17,942$1.57M0.0%-1.7%0.015%
7/8/2026 Elevation Wealth Partners LLC309$27K0.0%+96.8%0.000%
7/8/2026 Thrive Wealth Management LLC73,935$6.49M0.8%-3.7%0.061%
7/7/2026 GAMMA Investing LLC7,179$630K0.0%-2.8%0.006%
7/7/2026 Harbor Investment Advisory LLC747$66K0.0%+87.2%0.001%
7/2/2026 Versant Capital Management Inc2,139$188K0.0%+12.6%0.002%
7/2/2026 CX 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%
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 Company 70,686$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%
5/14/2026Renaissance Technologies LLC399,826$31.37M0.0%+0.7%0.332%
5/14/2026Morningstar Investment Management LLC46,245$3.63M0.2%+27.9%0.038%
5/14/2026Public Employees Retirement System of Ohio57,086$4.48M0.0%-5.0%0.047%
5/14/2026Arrowstreet Capital Limited Partnership567,967$44.57M0.0%+22.5%0.472%
5/14/2026Bank of Nova Scotia26,171$2.05M0.0%N/A0.022%
5/14/2026Gibbs Wealth Management10,627$834K0.1%+280.9%0.009%
5/14/2026Lido Advisors LLC12,436$976K0.0%-15.5%0.010%
5/14/2026Globeflex Capital L P6,502$510K0.1%N/A0.005%
5/14/2026State of Wyoming6,533$513K0.1%-12.9%0.005%
5/13/2026Cetera Investment Advisers38,040$2.99M0.0%+31.4%0.032%
5/13/2026Southernsun Asset Management LLC67,403$5.29M0.8%+1.4%0.056%
5/13/2026First Citizens Bank & Trust Co.23,124$1.82M0.0%-4.0%0.019%
5/13/2026First Trust Advisors LP1,822,669$143.03M0.1%+1.2%1.515%
5/12/2026ABN Amro Investment Solutions35,810$2.81M0.0%-22.6%0.030%
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5/8/2026PNC Financial Services Group Inc.28,666$2.25M0.0%+1.1%0.024%
5/8/2026Cassaday & Co Wealth Management LLC1,524$120K0.0%N/A0.001%
5/7/2026Florida Financial Advisors LLC3,119$245K0.1%N/A0.003%
5/7/2026Leith Wheeler Investment Counsel Ltd.196,249$15.40M1.3%-0.1%0.163%
5/7/2026AlTi Global Inc.2,648$208K0.0%N/A0.002%
5/7/2026Meeder Advisory Services Inc.2,557$201K0.0%-6.2%0.002%
5/7/2026Dimensional Fund Advisors LP1,873,198$146.98M0.0%+1.1%1.557%
5/7/2026Parallel Advisors LLC17,159$1.35M0.0%-17.6%0.014%
5/7/2026Hahn Capital Management LLC84,374$6.62M4.2%-17.2%0.070%
5/7/2026KBC Group NV39,715$3.12M0.0%-14.8%0.033%
5/7/2026Swiss National Bank205,900$16.16M0.0%-0.6%0.171%
5/7/2026Precision Wealth Strategies LLC8,870$696K0.2%+38.8%0.007%
5/7/2026AIA Group Ltd15,831$1.24M0.0%+43.1%0.013%
5/6/2026California Public Employees Retirement System198,469$15.57M0.0%+2.5%0.165%
5/6/2026Modera Wealth Management LLC66,355$5.21M0.1%-6.0%0.055%
5/6/2026Gallacher Capital Management LLC3,032$238K0.1%+9.9%0.003%
5/6/2026Financiere des Professionnels Fonds d investissement inc.4,470$351K0.0%+29.3%0.004%
5/6/2026Bessemer Group Inc.2,655$208K0.0%-8.7%0.002%
5/5/2026Bank of New York Mellon Corp936,302$73.47M0.0%-5.5%0.779%
5/5/2026Illinois Municipal Retirement Fund48,039$3.77M0.0%-14.5%0.040%
5/5/2026Advisors Preferred LLC6,571$516K0.1%N/A0.005%
5/5/2026Sanctuary Advisors LLC48,609$3.81M0.0%-0.9%0.040%
5/5/2026Hillsdale Investment Management Inc.13,430$1.05M0.0%+49.2%0.011%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,566$1.30M0.0%+63.6%0.014%
5/4/2026State of Michigan Retirement System22,388$1.76M0.0%+1.8%0.019%
5/4/2026Principal Financial Group Inc.207,688$16.30M0.0%+3.7%0.173%
5/4/2026Chicago Partners Investment Group LLC3,740$317K0.0%N/A0.003%
5/4/2026GHE LLC949$74K0.0%-86.5%0.001%
5/4/2026Arbejdsmarkedets Tillaegspension323,418$25.38M0.6%+13.4%0.269%
5/4/2026 Procyon Advisors LLC5,909$464K0.0%-6.4%0.005%
5/2/2026Diversify Wealth Management LLC13,551$1.06M0.0%N/A0.011%
5/1/2026Fifth Third Bancorp26,690$2.09M0.0%+2,077.0%0.022%
5/1/2026Simplicity Wealth LLC3,702$290K0.0%+30.7%0.003%
5/1/2026Sequoia Financial Advisors LLC15,816$1.24M0.0%-25.5%0.013%
4/30/2026Hsbc Holdings PLC83,464$6.57M0.0%-53.8%0.069%
4/30/2026Peterson Wealth Services2,213$174K0.0%+26.2%0.002%
4/30/2026Kestra Advisory Services LLC3,318$260K0.0%-24.1%0.003%
4/30/2026Oregon Public Employees Retirement Fund19,086$1.50M0.0%+2.7%0.016%
4/29/2026Dumont & Blake Investment Advisors LLC13,662$1.07M0.3%-2.1%0.011%
4/28/2026Kathmere Capital Management LLC99,485$7.81M0.5%+7.0%0.082%
4/28/2026Whittier Trust Co.389$30K0.0%-37.3%0.000%
4/28/2026DGS Capital Management LLC29,030$2.28M0.4%-11.0%0.024%
4/28/2026NBT Bank N A NY3,081$242K0.0%+3,657.3%0.003%
4/28/2026QRG Capital Management Inc.3,880$304K0.0%+15.5%0.003%
4/27/2026Oxbow Advisors LLC41,842$3.28M0.3%N/A0.035%
4/27/2026HB Wealth Management LLC2,610$205K0.0%N/A0.002%
4/27/2026Moran Wealth Management LLC42,956$3.37M0.1%-2.7%0.036%
4/27/2026World Investment Advisors3,688$289K0.0%+9.2%0.003%
4/27/2026New York State Teachers Retirement System108,584$8.52M0.0%-2.9%0.090%
4/27/2026Y Intercept Hong Kong Ltd46,201$3.63M0.1%N/A0.038%
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4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.43,464$3.41M0.1%+10.8%0.036%
4/25/2026Boston Trust Walden Corp1,039,731$81.59M0.7%-4.2%0.859%
4/25/2026Smithbridge Asset Management Inc. DE26,201$2.06M0.3%-1.5%0.022%
4/24/2026Root Financial Partners LLC487$38K0.0%+40.8%0.000%
4/24/2026Impact Partnership Wealth LLC7,011$550K0.1%+13.1%0.006%
4/24/2026 Harbor Investment Advisory LLC399$31K0.0%-47.2%0.000%
4/24/2026MQS Management LLC6,767$531K0.4%-21.4%0.006%
4/23/2026SJS Investment Consulting Inc.694$54K0.0%+250.5%0.001%
4/23/2026Inspire Investing LLC43,655$3.43M0.3%+16.4%0.036%
4/22/2026Janney Montgomery Scott LLC132,908$10.43M0.0%-10.7%0.110%


SEIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 610 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($908.07M), Loomis Sayles & Co. L P ($717.24M), Morgan Stanley ($416.27M), State Street Corp ($353.49M), Geode Capital Management LLC ($237.42M), Beutel Goodman & Co Ltd. ($233.69M), and Bank of America Corp DE ($229.17M).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 536 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: Norges Bank ($1.85M), Raymond James Financial Inc. ($1.06M), Azora Capital LP ($994.42K), FMR LLC ($980.14K), Lord Abbett & CO. LLC ($975.91K), Caisse DE Depot ET Placement DU Quebec ($837.11K), and Amundi ($715.57K).

Institutional investors have bought a total of 15,159,413 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Of the 244 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: State Street Corp ($1.45M), Amundi ($765.29K), Royal Bank of Canada ($534.43K), Morgan Stanley ($518.56K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($429.62K), Vanguard Group Inc. ($420.79K), and Hsbc Holdings PLC ($381.21K).

Institutional investors have sold a total of 10,802,107 shares in the last 24 months. This volume of shares sold represents approximately $925.58M in transactions.


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This page (NASDAQ:SEIC) was last updated on 7/13/2026 by MarketBeat.com Staff.
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