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SEI Investments (SEIC) Institutional Ownership

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$106.93 +0.16 (+0.15%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$106.96 +0.02 (+0.02%)
As of 09/11/2026 07:30 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 Massive. 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)
336
Total
Institutional Inflows
(last 12 months)
$3.30B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$540.65M
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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
9/9/2026 Sequoia Financial Advisors LLC12,812$1.12M0.0%-19.0%0.011%
9/9/2026 Tidal Investments LLC226,700$19.88M0.0%+40.4%0.189%
9/9/2026 Archford Capital Strategies LLC12,175$1.07M0.1%N/A0.010%
9/9/2026 Engineers Gate Manager LP38,836$3.41M0.0%-11.8%0.032%
9/9/2026 Integrated Wealth Concepts LLC2,130$187K0.0%-76.8%0.002%
9/9/2026 NewEdge Advisors LLC5,730$503K0.0%+17.1%0.005%
9/9/2026 IFP Advisors Inc2,841$249K0.0%+30.4%0.002%
9/9/2026 Squarepoint Ops LLC4,464$392K0.0%N/A0.004%
9/8/2026 Allworth Financial LP878$77K0.0%-40.6%0.001%
9/8/2026 Arizona State Retirement System27,829$2.44M0.0%-2.6%0.023%
9/8/2026 Nykredit A S3,303$290K0.0%N/A0.003%
8/27/2026 Corient Private Wealth LP102,534$8.99M0.0%+11.1%0.085%
8/26/2026 Amundi193,135$16.94M0.0%+2.4%0.161%
8/26/2026 HighTower Advisors LLC12,435$1.09M0.0%-4.6%0.010%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al6,800$596K0.0%N/A0.006%
8/24/2026 California State Teachers Retirement System10,288,383$902.39M0.0%+8,074.1%8.572%
8/23/2026 Readystate Asset Management LP18,797$1.65M0.1%N/A0.016%
8/23/2026 Wedmont Private Capital2,174$208K0.0%N/A0.002%
8/22/2026 AlphaGrep UK Ltd2,336$205K0.1%N/A0.002%
8/22/2026 Syon Capital LLC4,729$415K0.0%+19.3%0.004%
8/22/2026 TD Waterhouse Canada Inc.62,601$5.64M0.0%-1.7%0.052%
8/21/2026 iSAM Funds UK Ltd7,400$649K0.5%N/A0.006%
8/21/2026 Nykredit A S3,303$290K0.0%N/A0.003%
8/21/2026 Legacy Financial Advisors Inc.4,396$386K0.0%-2.6%0.004%
8/20/2026 Two Sigma Securities LLC18,722$1.64M0.1%N/A0.016%
8/20/2026 Northwestern Mutual Wealth Management Co.1,920$168K0.0%+7.4%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC216,054$18.95M0.0%-52.6%0.180%
8/19/2026 Van ECK Associates Corp102,923$9.03M0.0%-3.1%0.086%
8/19/2026 Hsbc Holdings PLC70,381$6.15M0.0%-15.7%0.059%
8/18/2026 United Capital Financial Advisors LLC5,451$478K0.0%N/A0.005%
8/18/2026 Caitlin John LLC636$56K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio47,868$4.20M0.0%N/A0.040%
8/17/2026 Redwood Investment Management LLC13,366$1.17M0.1%N/A0.011%
8/17/2026 Corient Private Wealth LP99,506$8.73M0.0%N/A0.083%
8/17/2026 Azora Capital LP443,189$38.87M1.6%N/A0.369%
8/17/2026 Bank of America Corp DE2,908,071$255.07M0.0%N/A2.423%
8/15/2026 American Capital Management Inc.745,323$65.37M2.9%N/A0.621%
8/15/2026 Freestone Grove Partners LP6,603$579K0.0%N/A0.006%
8/15/2026 Caisse de depot et placement du Quebec1,002,445$87.92M0.1%N/A0.835%
8/15/2026 Man Group plc87,503$7.68M0.0%N/A0.073%
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8/15/2026 Polar Asset Management Partners Inc.44,075$3.87M0.1%N/A0.037%
8/15/2026 Jupiter Topco LLC45,122$3.96M0.0%N/A0.038%
8/14/2026 Hsbc Holdings PLC70,381$6.15M0.0%N/A0.059%
8/14/2026 Royal Capital Wealth Management LLC3,000$263K0.1%N/A0.002%
8/14/2026 Legal & General Group Plc136,376$11.96M0.0%N/A0.114%
8/14/2026 The Manufacturers Life Insurance Company70,000$6.14M0.0%N/A0.058%
8/13/2026 Sanctuary Advisors LLC48,143$4.22M0.0%N/A0.040%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.421,046$36.93M0.1%N/A0.351%
8/13/2026 Globeflex Capital L P7,624$669K0.1%N/A0.006%
8/12/2026 Foyston Gordon & Payne Inc157,958$13.94M3.0%N/A0.132%
8/12/2026 Commerce Bank10,661$935K0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.1,920$168K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP12,202$1.07M0.0%N/A0.010%
8/12/2026 EP Wealth Advisors LLC2,835$249K0.0%N/A0.002%
8/12/2026 Bard Associates Inc.1,207$106K0.0%N/A0.001%
8/12/2026 Callan Family Office LLC32,957$2.89M0.1%N/A0.027%
8/11/2026 Keating Financial Advisory Services Inc.795$70K0.0%N/A0.001%
8/11/2026 Allworth Financial LP878$77K0.0%N/A0.001%
8/11/2026 Portfolio Design Labs LLC9,249$811K0.1%N/A0.008%
8/11/2026 Vise Technologies Inc.5,824$511K0.0%N/A0.005%
8/10/2026 Csenge Advisory Group2,310$203K0.0%N/A0.002%
8/8/2026 Oxbow Advisors LLC42,099$3.69M0.3%N/A0.035%
8/8/2026 JLB & Associates Inc.261,576$22.94M3.1%N/A0.218%
8/8/2026 Meeder Advisory Services Inc.2,657$233K0.0%N/A0.002%
8/7/2026 BlackRock Inc.9,927,545$870.75M0.0%N/A8.272%
8/7/2026 Deutsche Bank AG22,316$1.96M0.0%N/A0.019%
8/7/2026 Simplicity Wealth LLC6,410$562K0.0%N/A0.005%
8/7/2026 HBK Sorce Advisory LLC51,793$5.43M0.1%N/A0.043%
8/6/2026 Northstar Financial Companies Inc.3,727$327K0.2%N/A0.003%
8/6/2026 Global Retirement Partners LLC4,017$352K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp894,194$78.43M0.0%N/A0.745%
8/6/2026 Focus Partners Advisor Solutions LLC7,644$670K0.0%N/A0.006%
8/6/2026 State of Wyoming3,454$303K0.0%N/A0.003%
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%0.062%
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%
6/18/2026 Pacer Advisors Inc.10,954$860K0.0%-1.6%0.009%
6/3/2026 Parallel Advisors LLC17,159$1.35M0.0%-17.6%0.014%
6/3/2026 NewEdge Advisors LLC4,894$384K0.0%+7.6%0.004%
5/28/2026 Henshaw Capital LLC43,101$3.38M0.1%+0.6%0.036%
5/26/2026 Glenmede Trust Co. NA12,296$965K0.0%+1.2%0.010%
5/21/2026 Front Street Capital Management Inc.1,330$104K0.0%+17.8%0.001%
5/19/2026 Western Wealth Management LLC552$43K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE2,920,506$229.17M0.0%-0.1%2.428%
5/18/2026 Amundi188,563$14.80M0.0%+1,025.9%0.157%
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5/18/2026 EverSource Wealth Advisors LLC3,540$278K0.0%+39.2%0.003%
5/18/2026 California State Teachers Retirement System125,866$9.88M0.0%+27.1%0.105%
5/18/2026 Royal Bank of Canada416,650$32.69M0.0%-31.8%0.346%
5/16/2026 American Capital Management Inc.768,615$60.31M3.2%+33.7%0.639%
5/16/2026 The Manufacturers Life Insurance Company70,686$5.55M0.0%-1.7%0.059%
5/16/2026 Quantinno Capital Management LP382,361$30.00M0.1%+265.6%0.318%
5/16/2026 SummitTX Capital L.P.8,162$640K0.0%-68.9%0.007%
5/16/2026 Lazard Asset Management LLC38,037$2.99M0.0%+85.2%0.032%
5/15/2026 Gateway Wealth Partners LLC7,122$559K0.0%N/A0.006%
5/14/2026 Renaissance Technologies LLC399,826$31.37M0.0%+0.7%0.332%


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), California State Teachers Retirement System ($902.39M), BlackRock Inc. ($870.75M), Loomis Sayles & Co. L P ($717.24M), Morgan Stanley ($416.27M), State Street Corp ($353.49M), and Bank of America Corp DE ($255.07M).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: California State Teachers Retirement System ($10.19M), 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), and Raymond James Financial Inc. ($1.06M).

Institutional investors have bought a total of 38,255,046 shares in the last 24 months. This purchase volume represents approximately $3.30B in transactions.

Of the 198 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 6,524,943 shares in the last 24 months. This volume of shares sold represents approximately $540.65M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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