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SEI Investments (SEIC) Institutional Ownership

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$87.07 -0.70 (-0.80%)
As of 01:03 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)
366
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$930.01M
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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
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%
5/18/2026 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 Company 70,686$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%
5/14/2026 Gibbs 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%
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%
5/7/2026 Meeder Advisory Services Inc.2,557$201K0.0%-6.2%0.002%
5/7/2026 Dimensional Fund Advisors LP1,873,198$146.98M0.0%+1.1%1.557%
5/7/2026 Parallel Advisors LLC17,159$1.35M0.0%-17.6%0.014%
5/7/2026 Hahn Capital Management LLC84,374$6.62M4.2%-17.2%0.070%
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5/7/2026 KBC Group NV39,715$3.12M0.0%-14.8%0.033%
5/7/2026 Swiss National Bank205,900$16.16M0.0%-0.6%0.171%
5/7/2026 Precision Wealth Strategies LLC8,870$696K0.2%+38.8%0.007%
5/7/2026 AIA Group Ltd15,831$1.24M0.0%+43.1%0.013%
5/6/2026 California Public Employees Retirement System198,469$15.57M0.0%+2.5%0.165%
5/6/2026 Modera Wealth Management LLC66,355$5.21M0.1%-6.0%0.055%
5/6/2026 Gallacher Capital Management LLC3,032$238K0.1%+9.9%0.003%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.4,470$351K0.0%+29.3%0.004%
5/6/2026 Bessemer Group Inc.2,655$208K0.0%-8.7%0.002%
5/5/2026 Bank of New York Mellon Corp936,302$73.47M0.0%-5.5%0.779%
5/5/2026 Illinois Municipal Retirement Fund48,039$3.77M0.0%-14.5%0.040%
5/5/2026 Advisors Preferred LLC6,571$516K0.1%N/A0.005%
5/5/2026 Sanctuary Advisors LLC48,609$3.81M0.0%-0.9%0.040%
5/5/2026 Hillsdale Investment Management Inc.13,430$1.05M0.0%+49.2%0.011%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,566$1.30M0.0%+63.6%0.014%
5/4/2026 State of Michigan Retirement System22,388$1.76M0.0%+1.8%0.019%
5/4/2026 Principal Financial Group Inc.207,688$16.30M0.0%+3.7%0.173%
5/4/2026 Chicago Partners Investment Group LLC3,740$317K0.0%N/A0.003%
5/4/2026 GHE LLC949$74K0.0%-86.5%0.001%
5/4/2026 Arbejdsmarkedets Tillaegspension323,418$25.38M0.6%+13.4%0.269%
5/4/2026 Procyon Advisors LLC5,909$464K0.0%-6.4%0.005%
5/2/2026 Diversify Wealth Management LLC13,551$1.06M0.0%N/A0.011%
5/1/2026 Fifth Third Bancorp26,690$2.09M0.0%+2,077.0%0.022%
5/1/2026 Simplicity Wealth LLC3,702$290K0.0%+30.7%0.003%
5/1/2026 Sequoia Financial Advisors LLC15,816$1.24M0.0%-25.5%0.013%
4/30/2026 Hsbc Holdings PLC83,464$6.57M0.0%-53.8%0.069%
4/30/2026 Peterson Wealth Services2,213$174K0.0%+26.2%0.002%
4/30/2026 Kestra Advisory Services LLC3,318$260K0.0%-24.1%0.003%
4/30/2026 Oregon Public Employees Retirement Fund19,086$1.50M0.0%+2.7%0.016%
4/29/2026 Dumont & Blake Investment Advisors LLC13,662$1.07M0.3%-2.1%0.011%
4/28/2026 Kathmere Capital Management LLC99,485$7.81M0.5%+7.0%0.082%
4/28/2026 Whittier Trust Co.389$30K0.0%-37.3%0.000%
4/28/2026 DGS Capital Management LLC29,030$2.28M0.4%-11.0%0.024%
4/28/2026 NBT Bank N A NY3,081$242K0.0%+3,657.3%0.003%
4/28/2026 QRG Capital Management Inc.3,880$304K0.0%+15.5%0.003%
4/27/2026 Oxbow Advisors LLC41,842$3.28M0.3%N/A0.035%
4/27/2026 HB Wealth Management LLC2,610$205K0.0%N/A0.002%
4/27/2026 Moran Wealth Management LLC42,956$3.37M0.1%-2.7%0.036%
4/27/2026 World Investment Advisors3,688$289K0.0%+9.2%0.003%
4/27/2026 New York State Teachers Retirement System108,584$8.52M0.0%-2.9%0.090%
4/27/2026 Y Intercept Hong Kong Ltd46,201$3.63M0.1%N/A0.038%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.43,464$3.41M0.1%+10.8%0.036%
4/25/2026 Boston Trust Walden Corp1,039,731$81.59M0.7%-4.2%0.859%
4/25/2026 Smithbridge Asset Management Inc. DE26,201$2.06M0.3%-1.5%0.022%
4/24/2026 Root Financial Partners LLC487$38K0.0%+40.8%0.000%
4/24/2026 Impact Partnership Wealth LLC7,011$550K0.1%+13.1%0.006%
4/24/2026 Harbor Investment Advisory LLC399$31K0.0%-47.2%0.000%
4/24/2026 MQS Management LLC6,767$531K0.4%-21.4%0.006%
4/23/2026 SJS Investment Consulting Inc.694$54K0.0%+250.5%0.001%
4/23/2026 Inspire Investing LLC43,655$3.43M0.3%+16.4%0.036%
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4/22/2026 Janney Montgomery Scott LLC132,908$10.43M0.0%-10.7%0.110%
4/22/2026 Pictet Asset Management Holding SA16,985$1.33M0.0%+6.0%0.014%
4/22/2026 Sterling Capital Management LLC17,786$1.40M0.0%-12.5%0.015%
4/21/2026 GHP Investment Advisors Inc.926$73K0.0%N/A0.001%
4/21/2026 Louisiana State Employees Retirement System26,900$2.11M0.0%N/A0.022%
4/20/2026 Kestra Private Wealth Services LLC8,654$679K0.0%-3.1%0.007%
4/20/2026 Blue Trust Inc.816$64K0.0%-28.2%0.001%
4/20/2026 RFG Advisory LLC2,693$211K0.0%N/A0.002%
4/20/2026 OP Asset Management Ltd6,539$513K0.0%N/A0.005%
4/16/2026 SG Americas Securities LLC19,528$1.53M0.0%-7.3%0.016%


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 535 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 15,181,582 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Of the 245 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 10,853,441 shares in the last 24 months. This volume of shares sold represents approximately $930.01M in transactions.



This page (NASDAQ:SEIC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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