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SEI Investments (SEIC) Institutional Ownership

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$84.54 +0.63 (+0.75%)
As of 03:38 PM Eastern
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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)
206
Total
Institutional Inflows
(last 12 months)
$324.76M
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$373.49M
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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
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,189$428K0.0%+24.7%0.004%
1/21/2025First Citizens Bank & Trust Co.9,855$813K0.0%+11.9%0.008%
1/21/2025Toth Financial Advisory Corp666$55K0.0%-31.1%0.001%
1/21/2025DGS Capital Management LLC13,213$1.09M0.3%+14.7%0.010%
1/17/2025 Avior Wealth Management LLC7,539$622K0.0%-5.4%0.006%
1/17/2025 SG Americas Securities LLC24,799$2.05M0.0%+89.9%0.019%
1/16/2025 Portman Square Capital LLP17,408$1.44M0.1%-113.1%0.014%
1/16/2025 UMB Bank n.a.110,277$9.10M0.1%N/A0.086%
1/16/2025 Thrive Wealth Management LLC42,307$3.49M0.6%+0.9%0.033%
1/15/2025 BTS Asset Management Inc.3,073$253K0.3%N/A0.002%
1/15/2025 TrueWealth Advisors LLC2,640$218K0.1%N/A0.002%
1/15/2025 Grant GrossMendelsohn LLC2,600$216K0.1%N/A0.002%
1/15/2025 Procyon Advisors LLC35,602$2.94M0.2%+0.5%0.028%
1/15/2025 West Coast Financial LLC118,103$9.74M1.1%+0.6%0.092%
1/15/2025 Hennion & Walsh Asset Management Inc.11,722$967K0.0%+20.1%0.009%
1/14/2025 CHURCHILL MANAGEMENT Corp22,039$1.82M0.0%N/A0.017%
1/14/2025 Mendota Financial Group LLC632$52K0.0%-56.9%0.000%
1/13/2025 Cullen Investment Group LTD.3,841$317K0.0%-14.3%0.003%
1/13/2025 Cooper Financial Group3,885$320K0.0%N/A0.003%
1/10/2025 Baker Tilly Wealth Management LLC5,903$487K0.2%+6.6%0.005%
1/8/2025 First Hawaiian Bank6,763$558K0.0%-33.3%0.005%
1/7/2025 Diversified Trust Co36,054$2.97M0.1%-33.3%0.028%
1/6/2025 Pensionfund Sabic19,000$1.57M0.4%+18.8%0.015%
1/6/2025 Nordea Investment Management AB9,389$780K0.0%+13.7%0.007%
1/3/2025 RK Asset Management LLC70,559$5.82M4.8%-3.6%0.055%
1/3/2025 GAMMA Investing LLC4,869$402K0.0%+44.9%0.004%
12/26/2024JPMorgan Chase & Co.507,916$35.14M0.0%+13.6%0.394%
12/19/2024Principal Financial Group Inc.238,228$16.48M0.0%-30.4%0.185%
12/10/2024DGS Capital Management LLC11,518$797K0.2%+14.4%0.009%
12/6/2024Retirement Systems of Alabama278,914$19.30M0.1%-1.2%0.216%
11/27/2024Franklin Resources Inc.320,482$22.80M0.0%+17.8%0.249%
11/25/2024Wilmington Savings Fund Society FSB5,410$374K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC57,841$4.00M0.0%+38.8%0.045%
11/18/2024Teachers Retirement System of The State of Kentucky32,574$2.25M0.0%-2.6%0.025%
11/18/2024Toronto Dominion Bank40,991$2.84M0.0%+10.2%0.032%
11/16/2024Geode Capital Management LLC2,520,430$174.09M0.0%+13.5%1.955%
11/15/2024Foyston Gordon & Payne Inc121,503$8.31M2.1%+48.0%0.094%
11/15/2024M&T Bank Corp4,981$345K0.0%-48.0%0.004%
11/15/2024Barclays PLC166,012$11.49M0.0%-8.9%0.129%
11/15/2024Public Employees Retirement System of Ohio65,163$4.51M0.0%-7.0%0.051%
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11/15/2024Nomura Asset Management Co. Ltd.51,748$3.58M0.0%+24.3%0.040%
11/15/2024MML Investors Services LLC3,472$240K0.0%+12.2%0.003%
11/15/2024XTX Topco Ltd15,203$1.05M0.1%-3.0%0.012%
11/15/2024iSAM Funds UK Ltd4,059$281K0.2%-62.5%0.003%
11/15/2024National Bank of Canada FI2,969$205K0.0%+9,796.7%0.002%
11/15/2024iA Global Asset Management Inc.1,693$117K0.0%-90.9%0.001%
11/15/2024Worldquant Millennium Advisors LLC25,321$1.75M0.0%-1.1%0.020%
11/15/2024State Street Corp5,708,002$394.94M0.0%-6.6%4.428%
11/15/2024Stifel Financial Corp17,324$1.20M0.0%-3.8%0.013%
11/15/2024Quantinno Capital Management LP17,591$1.22M0.0%+56.7%0.014%
11/15/2024Petrus Trust Company LTA11,105$768K0.1%+81.8%0.009%
11/15/2024Point72 DIFC Ltd648$45K0.0%N/A0.001%
11/15/2024Point72 Asset Management L.P.7,800$540K0.0%N/A0.006%
11/15/2024Prana Capital Management LP196,816$13.62M0.6%+10.9%0.153%
11/15/2024Ingalls & Snyder LLC41,750$2.89M0.1%-0.5%0.032%
11/15/2024Investment Management Corp of Ontario3,716$257K0.0%N/A0.003%
11/15/2024Janus Henderson Group PLC3,947$273K0.0%-46.3%0.003%
11/15/2024HighTower Advisors LLC10,939$761K0.0%+4.0%0.008%
11/15/2024Holocene Advisors LP70,136$4.85M0.0%+17.4%0.054%
11/15/2024Centiva Capital LP15,479$1.07M0.0%-46.5%0.012%
11/15/2024Chevy Chase Trust Holdings LLC79,690$5.51M0.0%+211.6%0.062%
11/15/2024Ascent Group LLC20,014$1.39M0.1%N/A0.016%
11/15/2024Point72 Asia Singapore Pte. Ltd.11,820$818K0.2%N/A0.009%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp18,642$1.29M0.0%-13.0%0.014%
11/14/2024Edgestream Partners L.P.33,477$2.32M0.1%N/A0.026%
11/14/2024Caisse DE Depot ET Placement DU Quebec255,084$17.65M0.0%-38.3%0.198%
11/14/2024Verition Fund Management LLC111,098$7.69M0.0%+2,766.3%0.086%
11/14/2024Capstone Investment Advisors LLC4,086$283K0.0%N/A0.003%
11/14/2024Martingale Asset Management L P102,665$7.10M0.2%-3.8%0.080%
11/14/2024Vinva Investment Management Ltd49,136$3.40M0.1%+45.4%0.038%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC546,187$37.79M0.0%+2.0%0.424%
11/14/2024FORA Capital LLC3,424$237K0.0%N/A0.003%
11/14/2024MetLife Investment Management LLC51,042$3.53M0.0%-3.0%0.040%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund3,667$254K0.0%N/A0.003%
11/13/2024Bridgewater Associates LP53,086$3.67M0.0%+80.1%0.041%
11/13/2024Townsquare Capital LLC26,839$1.86M0.0%+30.6%0.021%
11/13/2024Cadence Bank10,507$727K0.1%-1.7%0.008%
11/13/2024BNP Paribas Financial Markets90,902$6.29M0.0%+99.1%0.071%
11/13/2024FMR LLC885,113$61.24M0.0%+249.7%0.687%
11/13/2024The Manufacturers Life Insurance Company85,242$5.90M0.0%-4.5%0.066%
11/13/2024Bank of Montreal Can149,659$10.37M0.0%+19.7%0.116%
11/13/2024Private Trust Co. NA902$62K0.0%-20.6%0.001%
11/13/2024Loomis Sayles & Co. L P9,147,929$632.95M0.8%-3.1%7.096%
11/13/2024Fisher Asset Management LLC7,627$528K0.0%-3.0%0.006%
11/13/2024Daiwa Securities Group Inc.8,400$581K0.0%+7.7%0.007%
11/12/2024Pitcairn Co.3,552$246K0.0%-22.2%0.003%
11/12/2024Algert Global LLC49,690$3.44M0.1%-20.2%0.039%
11/12/2024Icon Wealth Advisors LLC1,016$70K0.0%-53.7%0.001%
11/12/2024Citigroup Inc.182,649$12.64M0.0%-7.5%0.142%
11/12/2024Raymond James Trust N.A.9,282$642K0.0%+3.8%0.007%
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11/12/2024Charles Schwab Investment Management Inc.664,366$45.97M0.0%-0.5%0.515%
11/12/2024Banco Santander S.A.42,300$2.93M0.0%-5.8%0.033%
11/9/2024Intech Investment Management LLC7,158$495K0.0%-66.3%0.006%
11/9/2024Aurora Investment Counsel25,162$1.74M0.9%+0.6%0.020%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.174,253$12.06M0.0%-13.6%0.135%
11/8/2024Portfolio Design Labs LLC24,580$1.70M0.5%N/A0.019%
11/8/2024First Horizon Advisors Inc.461$32K0.0%+101.3%0.000%
11/8/2024Connor Clark & Lunn Investment Management Ltd.19,619$1.36M0.0%-45.1%0.015%
11/8/2024 Avior Wealth Management LLC7,972$552K0.0%-6.6%0.006%
11/8/2024PNC Financial Services Group Inc.28,561$1.98M0.0%-7.5%0.022%
(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, 439 institutional investors and hedge funds held shares of SEI Investments. The most heavily invested institutionals were Vanguard Group Inc. ($851.55M), BlackRock Inc. ($667.84M), Loomis Sayles & Co. L P ($632.95M), State Street Corp ($394.94M), Morgan Stanley ($358.29M), Beutel Goodman & Co Ltd. ($255.47M), and Bank of America Corp DE ($193.74M).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 337 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 ($741.99K), Norges Bank ($506.08K), Invesco Ltd. ($475.23K), Acadian Asset Management LLC ($467.96K), Allspring Global Investments Holdings LLC ($397.49K), Comerica Bank ($337.16K), and Hsbc Holdings PLC ($325.99K).

How much institutional buying is happening at SEI Investments?

Institutional investors have bought a total of 11,929,490 shares in the last 24 months. This purchase volume represents approximately $749.10M in transactions.

Which SEI Investments major shareholders have been selling company stock?

Of the 267 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: Tandem Investment Advisors Inc. ($1.21M), Loomis Sayles & Co. L P ($621.93K), CANADA LIFE ASSURANCE Co ($621.74K), BlackRock Inc. ($569.06K), Deutsche Bank AG ($437.99K), Markel Group Inc. ($416K), and State Street Corp ($403.32K).

How much institutional selling is happening at SEI Investments?

Institutional investors have sold a total of 12,193,109 shares in the last 24 months. This volume of shares sold represents approximately $769.29M in transactions.


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This page (NASDAQ:SEIC) was last updated on 1/22/2025 by MarketBeat.com Staff
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