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SEI Investments (SEIC) Institutional Ownership

$67.32
+0.67 (+1.01%)
(As of 07/12/2024 ET)

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

Current
Institutional Ownership
Percentage
70.59%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$417.48M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$398.03M
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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
7/12/2024Thrive Wealth Management LLC41,928$2.71M0.5%+3.0%0.032%
7/12/2024SG Americas Securities LLC22,161$1.43M0.0%N/A0.017%
7/10/2024 Linden Thomas Advisory Services LLC22,676$1.47M0.2%-6.5%0.017%
7/10/2024 CWM LLC61,648$3.99M0.0%-0.9%0.047%
7/9/2024 Mather Group LLC.776$50K0.0%+181.2%0.001%
7/2/2024 GAMMA Investing LLC2,120$137K0.0%+41.7%0.002%
6/11/2024EverSource Wealth Advisors LLC626$41K0.0%+78.3%0.000%
6/7/2024Railway Pension Investments Ltd13,200$949K0.0%N/A0.010%
6/4/2024DekaBank Deutsche Girozentrale6,375$454K0.0%+4.2%0.005%
6/4/2024Aurora Investment Counsel24,623$1.77M1.0%+2.5%0.019%
5/21/2024Atria Investments Inc36,125$2.60M0.0%+4.3%0.027%
5/21/2024Swedbank AB1,298$93K0.0%N/A0.001%
5/17/2024iA Global Asset Management Inc.14,548$1.05M0.0%+24.7%0.011%
5/17/2024Comerica Bank41,978$3.02M0.0%-6.5%0.032%
5/16/2024California State Teachers Retirement System148,490$10.68M0.0%-4.0%0.113%
5/16/2024Meiji Yasuda Life Insurance Co3,930$283K0.0%N/A0.003%
5/16/2024Interval Partners LP201,034$14.45M0.4%+10.3%0.153%
5/16/2024Janus Henderson Group PLC7,864$565K0.0%-8.6%0.006%
5/15/2024Public Employees Retirement System of Ohio65,672$4.72M0.0%+15.8%0.050%
5/15/2024Price T Rowe Associates Inc. MD51,860$3.73M0.0%+1.5%0.039%
5/15/20241832 Asset Management L.P.15,301$1.10M0.0%-4.7%0.012%
5/14/2024Toronto Dominion Bank41,042$2.95M0.0%-8.4%0.031%
5/14/2024Natixis46,200$3.32M0.0%+298.6%0.035%
5/14/2024CANADA LIFE ASSURANCE Co912,565$65.67M0.1%-40.5%0.695%
5/14/2024American International Group Inc.131,974$9.49M0.0%-2.3%0.100%
5/13/2024Bessemer Group Inc.595$43K0.0%+184.7%0.000%
5/13/2024UniSuper Management Pty Ltd1,600$115K0.0%+100.0%0.001%
5/13/2024O Shaughnessy Asset Management LLC22,919$1.65M0.0%+400.7%0.017%
5/11/2024Hillsdale Investment Management Inc.8,800$633K0.1%-2.2%0.007%
5/11/2024Edgestream Partners L.P.6,873$494K0.0%-85.7%0.005%
5/10/2024Ontario Teachers Pension Plan Board24,017$1.73M0.0%+7.1%0.018%
5/10/2024Osaic Holdings Inc.120,284$8.65M0.0%-3.5%0.092%
5/10/2024Acadian Asset Management LLC435,054$31.27M0.1%-3.6%0.331%
5/10/2024Vanguard Group Inc.11,843,595$851.55M0.0%-0.4%9.014%
5/10/2024Intech Investment Management LLC3,042$219K0.0%-83.2%0.002%
5/10/2024Mitsubishi UFJ Trust & Banking Corp145,536$10.38M0.0%+67.8%0.111%
5/10/2024Banco Santander S.A.47,160$3.39M0.0%-16.8%0.036%
5/10/2024Taylor Hoffman Wealth Management61,270$4.41M1.9%+1.1%0.047%
5/9/2024Leo Wealth LLC3,160$227K0.0%N/A0.002%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.62,518$4.50M0.0%+20.6%0.048%
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5/9/2024State Board of Administration of Florida Retirement System151,227$10.87M0.0%+6.7%0.115%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.197,111$14.17M0.0%N/A0.150%
5/8/2024ProShare Advisors LLC462,313$33.24M0.1%-14.9%0.352%
5/8/2024US Bancorp DE36,178$2.60M0.0%-1.3%0.028%
5/8/2024Russell Investments Group Ltd.115,367$8.30M0.0%+21.7%0.088%
5/8/2024Inspire Investing LLC29,376$2.11M0.2%+9.7%0.022%
5/7/2024Concurrent Investment Advisors LLC5,079$365K0.0%N/A0.004%
5/7/2024Foyston Gordon & Payne Inc81,311$5.85M1.4%-3.7%0.062%
5/7/2024Oppenheimer Asset Management Inc.14,834$1.07M0.0%-8.4%0.011%
5/6/2024Envestnet Portfolio Solutions Inc.4,868$350K0.0%+25.0%0.004%
5/6/2024Duality Advisers LP31,581$2.27M0.2%+61.7%0.024%
5/6/2024Leith Wheeler Investment Counsel Ltd.217,306$15.62M1.5%+0.1%0.165%
5/6/2024Texas Permanent School Fund Corp87,252$6.27M0.0%+1.0%0.066%
5/3/2024Mediolanum International Funds Ltd20,034$1.44M0.0%N/A0.015%
5/3/2024Chevy Chase Trust Holdings LLC26,754$1.92M0.0%+0.9%0.020%
5/3/2024BI Asset Management Fondsmaeglerselskab A S6,199$446K0.0%+64.0%0.005%
5/3/2024Central Pacific Bank Trust Division10,136$717K0.1%N/A0.008%
5/2/2024Mutual of America Capital Management LLC59,402$4.27M0.0%-4.0%0.045%
5/2/2024Nordea Investment Management AB8,258$598K0.0%-12.6%0.006%
5/1/2024BNP Paribas Financial Markets47,289$3.40M0.0%-30.6%0.036%
5/1/2024Mirae Asset Global Investments Co. Ltd.86,028$6.19M0.0%+1.6%0.065%
4/30/2024Van ECK Associates Corp47,359$3.41M0.0%-28.8%0.036%
4/30/2024JLB & Associates Inc.286,443$20.60M2.7%-0.9%0.218%
4/30/2024Tandem Investment Advisors Inc.721,270$51.86M2.0%-22.9%0.548%
4/29/2024Principal Financial Group Inc.384,371$27.64M0.0%+2.2%0.292%
4/27/2024Hahn Capital Management LLC66,228$4.76M2.8%-36.9%0.050%
4/26/2024Securian Asset Management Inc.8,194$589K0.0%-2.7%0.006%
4/26/2024Yousif Capital Management LLC46,773$3.36M0.0%-2.3%0.036%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund77,147$5.55M0.1%-8.1%0.059%
4/23/2024Global Retirement Partners LLC948$68K0.0%+32.6%0.001%
4/23/2024Louisiana State Employees Retirement System28,700$2.06M0.0%+2.1%0.022%
4/23/2024Amalgamated Bank58,201$4.19M0.0%-8.9%0.044%
4/22/2024Nilsine Partners LLC9,009$648K0.1%-23.3%0.007%
4/22/2024Raymond James & Associates500,573$35.99M0.0%+4.8%0.381%
4/19/2024Valley National Advisers Inc.13,318$957K0.1%-8.2%0.010%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.279,950$20.13M0.0%-0.9%0.213%
4/18/2024State of Michigan Retirement System26,624$1.91M0.0%+1.9%0.020%
4/18/2024Allspring Global Investments Holdings LLC12,800$920K0.0%-81.0%0.010%
4/18/2024Diversified Trust Co54,010$3.88M0.1%-2.2%0.041%
4/16/2024Toth Financial Advisory Corp966$69K0.0%-18.9%0.001%
4/16/2024Thrive Wealth Management LLC40,723$2.93M0.6%-49.0%0.031%
4/16/2024Wealth Enhancement Advisory Services LLC15,719$1.13M0.0%-4.5%0.012%
4/16/2024Procyon Advisors LLC31,874$2.29M0.2%+8.8%0.024%
4/15/2024Janiczek Wealth Management LLC7,015$504K0.1%+17.1%0.005%
4/15/2024DGS Capital Management LLC8,839$636K0.2%+108.9%0.007%
4/12/2024Northwest Investment Counselors LLC9,126$656K0.2%-3.1%0.007%
4/12/2024FCF Advisors LLC25,090$1.80M0.5%+1.9%0.019%
4/8/2024Pensionfund Sabic18,500$1.33M0.4%-9.8%0.014%
4/5/2024 GAMMA Investing LLC1,496$108K0.0%+20.7%0.001%
4/5/2024 CWM LLC62,199$4.47M0.1%-14.3%0.047%
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4/4/2024 Cullen Investment Group LTD.4,450$314K0.0%-5.7%0.003%
4/3/2024RK Asset Management LLC67,945$4.89M4.0%-1.1%0.052%
3/29/2024Kapitalo Investimentos Ltda3,265$207K0.0%-12.9%0.002%
3/22/2024PNC Financial Services Group Inc.35,003$2.22M0.0%-35.9%0.027%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund110,000$6.99M0.0%N/A0.084%
3/11/2024Vanguard Group Inc.11,888,519$755.52M0.0%-0.8%9.051%
3/5/2024Fisher Asset Management LLC8,648$550K0.0%+6.1%0.007%
3/1/2024Royal London Asset Management Ltd.35,495$2.26M0.0%-6.5%0.027%
2/28/2024American International Group Inc.135,090$8.59M0.0%-4.7%0.103%
2/26/2024Teachers Retirement System of The State of Kentucky33,444$2.13M0.0%-4.6%0.025%
(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, 425 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($851.55M), BlackRock Inc. ($667.84M), Loomis Sayles & Co. L P ($579.00M), Morgan Stanley ($358.29M), Beutel Goodman & Co Ltd. ($255.47M), Bank of America Corp DE ($193.74M), and Great West Life Assurance Co. Can ($113.61M).Learn more on SEIC's 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 331 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: Tandem Investment Advisors Inc. ($1.12M), Norges Bank ($506.08K), Invesco Ltd. ($475.23K), Acadian Asset Management LLC ($467.96K), Renaissance Technologies LLC ($430.23K), Allspring Global Investments Holdings LLC ($400.25K), and Comerica Bank ($337.16K).

How much institutional buying is happening at SEI Investments?

Institutional investors have bought a total of 13,775,329 shares in the last 24 months. This purchase volume represents approximately $795.96M in transactions.

Which SEI Investments major shareholders have been selling company stock?

Of the 274 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: Loomis Sayles & Co. L P ($1.50M), BlackRock Inc. ($738.94K), CANADA LIFE ASSURANCE Co ($621.74K), Tandem Investment Advisors Inc. ($497.00K), Deutsche Bank AG ($449.40K), Markel Group Inc. ($416K), and ProShare Advisors LLC ($345.86K).

How much institutional selling is happening at SEI Investments?

Institutional investors have sold a total of 11,854,153 shares in the last 24 months. This volume of shares sold represents approximately $703.33M in transactions.


This page (NASDAQ:SEIC) was last updated on 7/14/2024 by MarketBeat.com Staff

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