SEI INVESTMENTS CO - Common Stock (SEIC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SEIC on Nasdaq
Shares outstanding
122,515,233
Price per share
$86.54
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
88,654,691
Total reported value
$7,274,025,485
% of total 13F portfolios
0%
Share change
-452,425
Value change
-$35,409,332
Number of holders
544
Price from insider filings
$86.54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SEI INVESTMENTS CO - Common Stock (SEIC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LOOMIS SAYLES & CO L P 7.2% -1% $722,501,487 -$13,720,060 8,808,845 -1.9% Loomis, Sayles & Co., L.P. 31 Dec 2025
BlackRock, Inc. 6.8% $763,130,029 8,492,433 BlackRock, Inc. 30 Jun 2025

As of 31 Dec 2025, 544 institutional investors reported holding 88,654,691 shares of SEI INVESTMENTS CO - Common Stock (SEIC). This represents 72% of the company’s total 122,515,233 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SEI INVESTMENTS CO - Common Stock (SEIC) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9% 11,071,365 -1.7% 0.01% $908,073,358
BlackRock, Inc. 7.9% 9,637,840 +4.1% 0.01% $790,495,640
LOOMIS SAYLES & CO L P 7.1% 8,744,634 -2.6% 0.87% $717,234,871
MORGAN STANLEY 4.1% 5,075,178 -9.3% 0.02% $416,266,280
STATE STREET CORP 3.5% 4,283,065 -5.6% 0.01% $353,493,250
BANK OF AMERICA CORP /DE/ 2.4% 2,922,323 -6.4% 0.02% $239,688,911
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,894,317 +3.9% 0.01% $237,420,996
LORD, ABBETT & CO. LLC 1.6% 1,917,370 +19% 0.48% $157,263,000
Beutel, Goodman & Co Ltd. 1.5% 1,882,427 -6.9% 0.95% $154,396,000
DIMENSIONAL FUND ADVISORS LP 1.5% 1,853,144 -0.53% 0.03% $152,003,225
FIRST TRUST ADVISORS LP 1.5% 1,800,938 +4.4% 0.11% $147,712,960
Invesco Ltd. 1.4% 1,732,384 +0.05% 0.02% $142,090,136
Caisse de depot et placement du Quebec 1.1% 1,380,997 +2.8% 0.19% $113,269,374
FMR LLC 1.1% 1,343,174 -0.48% 0.01% $110,167,174
Boston Trust Walden Corp 0.89% 1,084,790 -1.9% 0.67% $88,974,448
Bank of New York Mellon Corp 0.81% 990,651 -2.3% 0.01% $81,253,190
ROYCE & ASSOCIATES LP 0.74% 906,339 +0.31% 0.75% $74,337,925
NORTHERN TRUST CORP 0.73% 891,476 -3.4% 0.01% $73,118,862
AMERIPRISE FINANCIAL INC 0.67% 821,461 +0.71% 0.02% $67,377,717
FRANKLIN RESOURCES INC 0.67% 818,694 +28% 0.02% $67,149,282
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.54% 664,349 +0.29% 0.01% $54,489,905
NORGES BANK 0.53% 652,868 0.01% $53,548,233
Prana Capital Management, LP 0.53% 651,166 -8.5% 1.9% $53,408,635
Clark Capital Management Group, Inc. 0.53% 645,859 +2333% 0.33% $52,973,355
UBS Group AG 0.52% 636,192 +43% 0.01% $52,180,468

Institutional Holders of SEI INVESTMENTS CO - Common Stock (SEIC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 88,654,691 $7,274,025,485 -$35,409,332 $82.02 544
2025 Q3 88,461,688 $7,501,261,802 -$143,144,453 $84.85 542
2025 Q2 89,996,791 $8,086,749,486 -$241,304,437 $89.86 560
2025 Q1 93,078,509 $7,221,081,350 +$135,974,270 $77.63 540
2024 Q4 90,860,819 $7,496,265,900 -$84,798,545 $82.48 535
2024 Q3 91,408,967 $6,326,418,115 -$89,117,798 $69.19 494
2024 Q2 92,827,829 $6,005,002,909 -$72,432,990 $64.69 488
2024 Q1 93,963,846 $6,750,927,822 +$91,087,323 $71.90 470
2023 Q4 92,671,469 $5,889,760,642 -$43,838,780 $63.55 486
2023 Q3 93,440,911 $5,627,046,231 +$39,881,264 $60.23 453
2023 Q2 92,699,611 $5,525,502,035 -$5,689,252 $59.62 451
2023 Q1 92,989,428 $5,350,400,582 -$21,158,711 $57.55 435
2022 Q4 93,328,471 $5,446,090,348 +$313,819,699 $58.30 439
2022 Q3 94,253,545 $4,625,052,598 -$103,218,911 $49.05 422
2022 Q2 95,708,791 $5,170,371,695 -$474,050 $54.02 442
2022 Q1 96,287,080 $5,803,728,067 -$63,861,826 $60.21 449
2021 Q4 97,405,421 $5,938,118,719 +$30,926,527 $60.94 464
2021 Q3 96,609,015 $5,729,571,656 -$53,360,996 $59.30 436
2021 Q2 97,510,206 $6,041,796,603 -$29,237,166 $61.97 432
2021 Q1 98,014,219 $5,970,919,170 +$17,213,923 $60.93 434
2020 Q4 97,723,072 $5,615,781,729 -$101,198,397 $57.47 431
2020 Q3 101,188,427 $5,128,751,863 -$239,316,375 $50.72 416
2020 Q2 104,231,279 $5,727,336,107 -$294,400,930 $54.98 415
2020 Q1 110,089,700 $5,103,615,060 -$81,271,655 $46.34 404
2019 Q4 111,665,442 $7,309,309,517 +$459,106,304 $65.48 430
2019 Q3 104,403,523 $6,185,339,649 -$90,044,413 $59.25 411
2019 Q2 105,937,030 $5,942,674,215 +$22,084,605 $56.10 404
2019 Q1 106,174,187 $5,547,548,272 -$25,342,406 $52.25 406
2018 Q4 106,691,857 $4,928,621,292 -$148,377,138 $46.20 395
2018 Q3 109,545,256 $6,688,346,983 -$19,811,437 $61.10 411
2018 Q2 110,273,483 $6,891,724,003 -$171,550,813 $62.52 425
2018 Q1 112,385,902 $8,414,536,227 +$110,481,719 $74.91 422
2017 Q4 111,092,649 $7,981,204,813 -$103,487,721 $71.86 416
2017 Q3 112,437,632 $6,865,936,914 +$163,020,241 $61.06 359
2017 Q2 110,046,356 $5,918,336,121 -$71,317,682 $53.78 361
2017 Q1 111,523,623 $5,625,180,378 +$559,361,746 $50.44 352
2016 Q4 112,197,622 $5,537,932,607 -$67,960,675 $49.36 349
2016 Q3 113,604,658 $5,177,827,075 -$28,589,478 $45.61 348
2016 Q2 114,835,345 $5,524,479,574 -$10,238,380 $48.11 353
2016 Q1 115,158,417 $4,959,836,302 -$12,733,266 $43.05 346
2015 Q4 114,135,767 $5,980,540,064 +$83,402,623 $52.40 356
2015 Q3 112,486,924 $5,424,608,338 +$23,276,336 $48.23 348
2015 Q2 114,597,749 $5,618,685,097 +$28,154,669 $49.03 326
2015 Q1 114,115,142 $5,029,323,121 +$5,451,449 $44.09 318
2014 Q4 114,141,252 $4,570,545,757 +$5,747,808 $40.04 320
2014 Q3 113,570,985 $4,106,725,558 +$31,537,224 $36.16 315
2014 Q2 112,831,845 $3,697,433,406 +$26,324,781 $32.77 301
2014 Q1 111,695,123 $3,752,576,298 -$588,609 $33.61 297