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SEI Investments (SEIC) Institutional Ownership

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$92.24 -0.05 (-0.05%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$93.87 +1.63 (+1.77%)
As of 08:05 AM 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.
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Institutional Ownership Changes (13F Filings) for SEI Investments (NASDAQ:SEIC)

Current
Institutional Ownership
Percentage
70.59%
Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$928.91M
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SEIC Institutional Buying and Selling by Quarter

SEI Investments Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Gibbs Wealth Management10,627$834K0.1%+280.9%0.009%
5/14/2026Lido Advisors LLC12,436$976K0.0%-15.5%0.010%
5/14/2026Globeflex Capital L P6,502$510K0.1%N/A0.005%
5/14/2026State of Wyoming6,533$513K0.1%-12.9%0.005%
5/13/2026Cetera Investment Advisers38,040$2.99M0.0%+31.4%0.032%
5/13/2026Southernsun Asset Management LLC67,403$5.29M0.8%+1.4%0.056%
5/13/2026First Citizens Bank & Trust Co.23,124$1.82M0.0%-4.0%0.019%
5/13/2026First 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%
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%
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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%
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%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S70,449$5.53M0.1%N/A0.058%
4/16/2026 Diversified Trust Co35,492$2.79M0.1%+5.3%0.029%
3/20/2026 Hsbc Holdings PLC180,716$14.90M0.0%+185.4%0.148%
3/17/2026Rockefeller Capital Management L.P.150,008$12.30M0.0%+25.1%0.123%
3/13/2026 World Investment Advisors3,377$277K0.0%N/A0.003%
3/9/2026Corient Private Wealth LLC18,171$1.50M0.0%-16.1%0.015%
3/6/2026 Hsbc Holdings PLC180,716$14.90M0.0%+185.4%0.148%
3/4/2026 SHP Wealth Management4,537$372K0.0%N/A0.004%
3/3/2026 Caitong International Asset Management Co. Ltd1,238$102K0.0%N/A0.001%
2/25/2026 Hahn Capital Management LLC101,877$8.36M4.5%-6.0%0.083%
2/24/2026 DGS Capital Management LLC32,625$2.68M0.5%+18.6%0.027%
2/24/2026 Pacer Advisors Inc.11,135$913K0.0%-31.7%0.009%
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2/19/2026Compound Planning Inc.2,569$211K0.0%+7.7%0.002%
2/19/2026 Invesco Ltd.1,732,384$142.09M0.0%+0.0%1.415%
2/19/2026Corient Private Wealth LLC16,798$1.38M0.0%-22.5%0.014%
2/18/2026Mercer Global Advisors Inc. ADV22,826$1.87M0.0%+28.7%0.019%
2/18/2026Caitlin John LLC5,942$487K0.3%+5,301.8%0.005%
2/18/2026Front Street Capital Management Inc.1,129$93K0.0%N/A0.001%
2/18/2026Vident Advisory LLC57,655$4.73M0.0%+1.8%0.047%
2/18/2026First Citizens Bank & Trust Co.24,085$1.98M0.0%+7.4%0.020%
2/18/2026State of Tennessee Department of Treasury38,835$3.41M0.0%-4.1%0.032%
2/18/2026Mackenzie Financial Corp12,946$1.07M0.0%-16.9%0.011%


SEIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 608 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), Bank of America Corp DE ($264.82M), Geode Capital Management LLC ($237.42M), and Beutel Goodman & Co Ltd. ($233.69M).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 532 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 Millennium Management LLC ($679.51K).

Institutional investors have bought a total of 16,540,873 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 246 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), Morgan Stanley ($518.56K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($429.62K), Vanguard Group Inc. ($420.79K), Hsbc Holdings PLC ($381.21K), and Royal Bank of Canada ($339.91K).

Institutional investors have sold a total of 10,841,595 shares in the last 24 months. This volume of shares sold represents approximately $928.91M in transactions.


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This page (NASDAQ:SEIC) was last updated on 5/14/2026 by MarketBeat.com Staff.
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