SEI Investments Ownership | Who Owns SEI Investments?
SEI Investments Ownership Summary
SEI Investments is owned by 17.45% institutional investors, 16.79% insiders, and 65.75% retail investors. Vanguard group is the largest institutional shareholder, holding 8.97% of SEIC shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.33% of its assets in SEI Investments shares.
SEIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SEI Investments | 17.45% | 16.79% | 65.75% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.26M | 8.97% | $955.46M |
| Blackrock | 11.49M | 8.75% | $743.51M |
| Blackrock funding, inc. /de | 9.26M | 7.38% | $785.93M |
| Loomis sayles & co l p | 8.98M | 7.15% | $761.62M |
| Morgan stanley | 5.59M | 4.46% | $474.63M |
| State street | 4.54M | 3.61% | $384.93M |
| Bank of america corp /de/ | 3.04M | 2.31% | $196.46M |
| Geode capital management | 2.78M | 2.22% | $236.28M |
| Beutel, goodman | 2.02M | 1.61% | $171.65M |
| Dimensional fund advisors lp | 1.86M | 1.48% | $158.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 69.14K | 5.33% | $5.87M |
| Hahn capital management | 108.37K | 4.41% | $9.19M |
| Jlb & associates | 266.54K | 2.97% | $22.62M |
| Foyston, gordon, & payne | 155.51K | 2.88% | $13.20M |
| Phase 2 partners | 38.42K | 2.38% | $3.17M |
| Prana capital management, lp | 711.31K | 2.01% | $60.35M |
| American capital management | 565.12K | 1.91% | $47.95M |
| Union heritage capital | 68.70K | 1.89% | $5.83M |
| Taylor hoffman capital management | 70.27K | 1.88% | $5.96M |
| Taylor hoffman wealth management | 62.76K | 1.65% | $4.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 783.62K | 0.03% | 605.25K |
| Norges bank | 582.07K | 0.01% | 582.07K |
| Fmr | 1.35M | 0.01% | 511.55K |
| Qube research | 766.77K | 0.07% | 346.70K |
| Caisse de depot et placement du quebec | 1.34M | 0.21% | 317.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | - | - | -777.95K |
| Beutel, goodman | 2.02M | 1.03% | -577.67K |
| Royce & associates lp | 903.58K | 0.76% | -323.17K |
| Jane street group | 110.32K | 0.00% | -268.06K |
| Boston trust walden | 1.11M | 0.69% | -264.26K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 582.07K | 0.01% | 582.07K | $48.01M |
| M&g | 122.51K | 0.06% | 122.51K | $10.41M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 73.65K | 0.05% | 73.65K | $4.76M |
| Tudor investment corp et al | 56.70K | 0.01% | 56.70K | $4.81M |
| Mill creek capital advisors | 49.97K | 0.09% | 49.97K | $4.24M |
Sold Out
| Holder | Change |
|---|---|
| Clear street markets | -1.00 |
| Raleigh capital management | -5.00 |
| Activest wealth management | -5.00 |
| Tfo-tdc | -5.00 |
| Wealthtrak capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 264 | -53.11% | 21,907,052 | -75.63% | 17 | 0.34% | 122 | -57.79% | 78 | -59.79% |
| Jun 30, 2025 | 557 | 2.20% | 89,951,374 | -2.84% | 71 | 1.34% | 290 | 11.97% | 190 | 3.83% |
| Mar 31, 2025 | 6 | -98.88% | 1,348,818 | -98.51% | 1 | 0.02% | 4 | -98.41% | 1 | -99.46% |
| Dec 31, 2024 | 489 | -1.61% | 83,261,543 | -8.73% | 64 | 1.29% | 230 | 5.50% | 167 | -7.73% |
| Sep 30, 2024 | 489 | -0.20% | 90,790,731 | -2.12% | 70 | 1.40% | 216 | -6.09% | 178 | 7.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 4.11M | 3.33% | - |
| Vanguard US Total Market Shares ETF | 3.72M | 2.93% | 2.15K |
| Vanguard Total Stock Mkt Idx Inv | 3.50M | 2.83% | -74.50K |
| iShares Core S&P Mid-Cap ETF | 3.08M | 2.49% | - |
| Vanguard Small Cap Index | 2.72M | 2.20% | -16.70K |
| Loomis Sayles Growth Y | 2.28M | 1.85% | - |
| Vanguard Small Cap Value Index Inv | 1.75M | 1.42% | 3.90K |
| Invesco Global Multi Cap Growth | 1.22M | 0.94% | 76.40K |
| Loomis Sayles Large Cap Growth Trust C | 1.03M | 0.82% | -2.07K |
| SPDR® S&P Dividend ETF | 1.02M | 0.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 04, 2025 | McCabe Philip | See Remarks | Sell | $973.32K |
| Dec 03, 2025 | WEST ALFRED P JR | Executive Chairman | Sell | $2.00M |
| Nov 12, 2025 | Peterson Michael | EXECUTIVE VICE PRESIDENT | Sell | $2.11M |
| Nov 11, 2025 | ROMEO CARMEN | - | Sell | $420.05K |
| Sep 29, 2025 | MCCARTHY KATHRYN | - | Sell | $856.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 4 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | - | 9 |
SEIC Ownership FAQ
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