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SEI Investments (SEIC) Institutional Ownership

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$81.49 +0.15 (+0.18%)
As of 05/9/2025 03:52 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)
303
Total
Institutional Inflows
(last 12 months)
$774.75M
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$789.38M
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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
5/9/2025 Headlands Technologies LLC15,281$1.19M0.1%+411.4%0.012%
5/9/2025 Ontario Teachers Pension Plan Board15,697$1.22M0.0%+75.3%0.013%
5/9/2025 Deutsche Bank AG216,212$16.79M0.0%+41.9%0.174%
5/9/2025 Charles Schwab Investment Management Inc.671,672$52.14M0.0%+0.5%0.540%
5/9/2025 Vanguard Group Inc.11,461,187$889.73M0.0%-1.2%9.207%
5/9/2025 iA Global Asset Management Inc.1,835$142K0.0%+12.4%0.001%
5/9/2025 Atria Wealth Solutions Inc.3,697$287K0.0%N/A0.003%
5/9/2025 Haven Private LLC2,878$223K0.1%-53.3%0.002%
5/9/2025 Bank of Nova Scotia3,878$301K0.0%-84.7%0.003%
5/9/2025 Banco Santander S.A.107,467$8.34M0.1%+158.5%0.086%
5/9/2025 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund9,600$745K0.0%+11.6%0.008%
5/9/2025 PNC Financial Services Group Inc.26,620$2.07M0.0%-3.2%0.021%
5/8/2025 IFG Advisory LLC55,949$4.34M0.2%-2.6%0.045%
5/8/2025 Moors & Cabot Inc.20,251$1.57M0.1%-2.5%0.016%
5/8/2025 US Bancorp DE36,771$2.86M0.0%+0.7%0.030%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,185$325K0.0%-19.3%0.003%
5/8/2025 Natixis Advisors LLC538,464$41.80M0.1%-1.9%0.433%
5/8/2025 Modera Wealth Management LLC78,516$6.10M0.1%-5.8%0.063%
5/8/2025 Wellington Shields & Co. LLC8,000$621K0.2%-11.1%0.006%
5/8/2025 Bayforest Capital Ltd10,021$778K0.4%+166.8%0.008%
5/8/2025 Vestcor Inc176,788$13.72M0.5%-4.4%0.142%
5/8/2025 Federated Hermes Inc.10,854$843K0.0%+18.0%0.009%
5/7/2025 Meeder Advisory Services Inc.2,928$227K0.0%-6.2%0.002%
5/7/2025 Picton Mahoney Asset Management14,502$1.13M0.0%N/A0.012%
5/7/2025 Mackenzie Financial Corp12,623$980K0.0%+24.2%0.010%
5/7/2025 LPL Financial LLC93,455$7.26M0.0%+6.0%0.075%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 34,109$2.65M0.0%-5.9%0.027%
5/7/2025 TD Asset Management Inc144,964$11.25M0.0%+4.0%0.116%
5/7/2025 Mediolanum International Funds Ltd31,853$2.46M0.0%+2.3%0.026%
5/6/2025 Pacer Advisors Inc.5,533$430K0.0%-62.1%0.004%
5/6/2025 Cetera Investment Advisers6,582$511K0.0%+26.1%0.005%
5/6/2025 Royce & Associates LP1,280,192$99.38M1.1%-5.7%1.028%
5/6/2025 GHE LLC8,532$662K0.3%-6.5%0.007%
5/6/2025 Advisor OS LLC6,131$476K0.1%+20.1%0.005%
5/6/2025 AE Wealth Management LLC3,854$299K0.0%N/A0.003%
5/6/2025 Convergence Investment Partners LLC24,395$1.89M0.5%-15.4%0.020%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH86,951$6.75M0.0%+21.2%0.070%
5/5/2025 Gries Financial LLC28,074$2.18M0.4%-7.7%0.023%
5/5/2025 Crestwood Advisors Group LLC207,973$16.15M0.3%-0.5%0.167%
5/5/2025 Allianz Asset Management GmbH193,753$15.04M0.0%-15.9%0.156%
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5/5/2025 Gallacher Capital Management LLC2,871$223K0.1%N/A0.002%
5/5/2025 Los Angeles Capital Management LLC186,416$14.47M0.1%-42.4%0.150%
5/5/2025 IFP Advisors Inc1,936$158K0.0%+257.2%0.002%
5/5/2025 Impact Partnership Wealth LLC3,682$286K0.1%N/A0.003%
5/2/2025 Forum Financial Management LP2,677$208K0.0%N/A0.002%
5/2/2025 Kingsview Wealth Management LLC37,946$2.95M0.1%N/A0.030%
5/2/2025 Cullen Frost Bankers Inc.1,364$106K0.0%+1,563.4%0.001%
5/2/2025 Victory Capital Management Inc.174,651$13.56M0.0%+6.5%0.140%
5/1/2025 MQS Management LLC7,683$596K0.3%N/A0.006%
5/1/2025 CWM LLC54,828$4.26M0.0%+0.4%0.044%
5/1/2025 Louisiana State Employees Retirement System27,000$2.10M0.0%-0.7%0.021%
5/1/2025 Schechter Investment Advisors LLC18,852$1.46M0.1%-11.6%0.015%
5/1/2025 New York State Common Retirement Fund45,554$3.54M0.0%-79.4%0.036%
5/1/2025 Mutual of America Capital Management LLC49,616$3.85M0.0%-4.1%0.040%
5/1/2025 Arizona State Retirement System31,687$2.46M0.0%-1.2%0.025%
5/1/2025 Xponance Inc.17,073$1.33M0.0%-1.5%0.014%
4/30/2025 MJP Associates Inc. ADV5,277$410K0.1%+20.9%0.004%
4/30/2025 Cerity Partners LLC19,283$1.50M0.0%-13.5%0.015%
4/30/2025 Alps Advisors Inc.278,328$21.61M0.1%+9.7%0.221%
4/30/2025 Linden Thomas Advisory Services LLC22,833$1.77M0.2%+1.6%0.018%
4/30/2025 M&T Bank Corp2,876$223K0.0%-39.3%0.002%
4/30/2025 Brown Advisory Inc.14,939$1.16M0.0%-97.4%0.012%
4/30/2025 Crossmark Global Holdings Inc.9,339$725K0.0%+11.6%0.007%
4/29/2025 Envestnet Asset Management Inc.395,285$30.69M0.0%-2.8%0.314%
4/29/2025 Concurrent Investment Advisors LLC5,600$435K0.0%+2.9%0.004%
4/29/2025 Bank of New York Mellon Corp1,132,943$87.95M0.0%-3.3%0.901%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.1,699$132K0.0%N/A0.001%
4/29/2025 IFM Investors Pty Ltd17,512$1.36M0.0%+6.8%0.014%
4/28/2025 Principal Financial Group Inc.231,039$17.94M0.0%-1.3%0.184%
4/28/2025 Oregon Public Employees Retirement Fund19,586$1.52M0.0%-2.0%0.016%
4/28/2025 Teacher Retirement System of Texas317,599$24.66M0.1%+22.6%0.253%
4/28/2025 First Horizon Advisors Inc.803$62K0.0%+38.9%0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd12,553$974K0.0%+59.9%0.010%
4/25/2025 CHURCHILL MANAGEMENT Corp21,355$1.66M0.0%-3.1%0.017%
4/25/2025 Valley National Advisers Inc.4,211$326K0.1%-7.2%0.003%
4/25/2025 New York State Teachers Retirement System117,969$9.16M0.0%-0.5%0.094%
4/25/2025 Amalgamated Bank46,375$3.60M0.0%-5.5%0.037%
4/25/2025 KBC Group NV273,206$21.21M0.1%-25.6%0.217%
4/25/2025 Sumitomo Mitsui Trust Group Inc.220,410$17.11M0.0%+0.4%0.175%
4/24/2025 Mirae Asset Global Investments Co. Ltd.70,396$5.43M0.0%-16.3%0.056%
4/24/2025 Lafayette Investments Inc.15,419$1.20M0.3%-3.0%0.012%
4/24/2025 Achmea Investment Management B.V.154,627$12.00M0.2%+86.6%0.123%
4/23/2025 Robeco Institutional Asset Management B.V.102,105$7.93M0.0%+1.0%0.081%
4/23/2025 Bessemer Group Inc.4,284$332K0.0%+123.0%0.003%
4/23/2025 Lecap Asset Management Ltd.6,338$492K0.1%+8.8%0.005%
4/23/2025 Chevy Chase Trust Holdings LLC77,943$6.05M0.0%-0.3%0.062%
4/23/2025 Legacy Advisors LLC5,980$464K0.0%+24.8%0.005%
4/23/2025 Asset Management One Co. Ltd.51,077$3.97M0.0%+14.9%0.041%
4/23/2025 Oppenheimer Asset Management Inc.17,588$1.37M0.0%-1.4%0.014%
4/22/2025 Nilsine Partners LLC7,579$588K0.1%-10.6%0.006%
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4/21/2025 Avior Wealth Management LLC5,556$431K0.0%-26.3%0.004%
4/21/2025 Retirement Systems of Alabama276,324$21.45M0.1%-0.6%0.218%
4/21/2025 Envestnet Portfolio Solutions Inc.11,603$901K0.0%+4.4%0.009%
4/21/2025 Boston Trust Walden Corp1,325,479$102.90M0.8%+1.5%1.044%
4/21/2025 Johnson Investment Counsel Inc.29,791$2.31M0.0%-0.5%0.023%
4/21/2025 Cadent Capital Advisors LLC4,855$377K0.1%+16.8%0.004%
4/17/2025 JLB & Associates Inc.276,604$21.47M3.0%-1.6%0.218%
4/17/2025 Janney Montgomery Scott LLC2,654$206K0.0%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC21,301$1.65M0.0%+41.6%0.017%
4/16/2025 Smithbridge Asset Management Inc. DE26,201$2.03M0.4%N/A0.021%
(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, 504 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($889.73M), Loomis Sayles & Co. L P ($728.90M), BlackRock Inc. ($667.84M), State Street Corp ($394.94M), Morgan Stanley ($358.29M), Bank of America Corp DE ($234.79M), and Beutel Goodman & Co Ltd. ($219.72M).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 399 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: FMR LLC ($1.09M), Norges Bank ($1.09M), Raymond James Financial Inc. ($1.03M), Invesco Ltd. ($475.23K), GAMMA Investing LLC ($471.71K), Acadian Asset Management LLC ($421.89K), and Caisse DE Depot ET Placement DU Quebec ($380.72K).

How much institutional buying is happening at SEI Investments?

Institutional investors have bought a total of 16,827,206 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which SEI Investments major shareholders have been selling company stock?

Of the 293 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: Beutel Goodman & Co Ltd. ($1.37M), Tandem Investment Advisors Inc. ($1.21M), Loomis Sayles & Co. L P ($932.55K), Brown Advisory Inc. ($790.82K), Deutsche Bank AG ($626.70K), CANADA LIFE ASSURANCE Co ($626.27K), and BlackRock Inc. ($569.06K).

How much institutional selling is happening at SEI Investments?

Institutional investors have sold a total of 16,482,080 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.



This page (NASDAQ:SEIC) was last updated on 5/12/2025 by MarketBeat.com Staff
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