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SEI Investments (SEIC) Institutional Ownership

SEI Investments logo
$109.53 +1.93 (+1.79%)
As of 08/21/2026 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
70.59%
Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$2.40B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$541.58M
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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
8/22/2026 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%
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 Company 70,000$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%
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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%
5/18/2026 EverSource 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%
5/18/2026 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%
5/14/2026 Morningstar Investment Management LLC46,245$3.63M0.2%+27.9%0.038%
5/14/2026 Public Employees Retirement System of Ohio57,086$4.48M0.0%-5.0%0.047%
5/14/2026 Arrowstreet Capital Limited Partnership567,967$44.57M0.0%+22.5%0.472%
5/14/2026 Bank of Nova Scotia26,171$2.05M0.0%N/A0.022%
5/14/2026Gibbs Wealth Management10,627$834K0.1%+280.9%0.009%
5/14/2026 Lido Advisors LLC12,436$976K0.0%-15.5%0.010%
5/14/2026 Globeflex Capital L P6,502$510K0.1%N/A0.005%
5/14/2026 State of Wyoming6,533$513K0.1%-12.9%0.005%
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On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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5/13/2026 Cetera Investment Advisers38,040$2.99M0.0%+31.4%0.032%
5/13/2026 Southernsun Asset Management LLC67,403$5.29M0.8%+1.4%0.056%
5/13/2026 First Citizens Bank & Trust Co.23,124$1.82M0.0%-4.0%0.019%
5/13/2026 First Trust Advisors LP1,822,669$143.03M0.1%+1.2%1.515%
5/12/2026 ABN Amro Investment Solutions35,810$2.81M0.0%-22.6%0.030%
5/8/2026 PNC Financial Services Group Inc.28,666$2.25M0.0%+1.1%0.024%
5/8/2026 Cassaday & Co Wealth Management LLC1,524$120K0.0%N/A0.001%
5/7/2026 Florida Financial Advisors LLC3,119$245K0.1%N/A0.003%
5/7/2026 Leith Wheeler Investment Counsel Ltd.196,249$15.40M1.3%-0.1%0.163%
5/7/2026 AlTi Global Inc.2,648$208K0.0%N/A0.002%


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), 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 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: 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 27,976,184 shares in the last 24 months. This purchase volume represents approximately $2.40B in transactions.

Of the 196 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 6,534,840 shares in the last 24 months. This volume of shares sold represents approximately $541.58M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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