SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 1.07% institutional investors, 16.67% insiders, and 82.27% retail investors. Vanguard group is the largest institutional shareholder, holding 8.96% of SEIC shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.32% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	1.07%	16.67%	82.27%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	31.89%	9.87%	58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.60M	8.96%	$956.79M
Blackrock funding, inc. /de	11.50M	8.89%	$948.74M
Blackrock	11.49M	8.75%	$743.51M
Loomis sayles & co l p	8.84M	6.83%	$728.90M
State street	6.11M	4.65%	$395.34M
Morgan stanley	5.95M	4.53%	$384.74M
Bank of america corp /de/	3.04M	2.31%	$196.46M
Beutel, goodman	2.66M	2.06%	$219.72M
Geode capital management	2.58M	1.99%	$212.59M
Invesco	2.26M	1.74%	$186.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	70.56K	4.76%	$5.82M
Jlb & associates	281.19K	3.15%	$23.19M
Hahn capital management	88.22K	2.71%	$5.71M
Foyston, gordon, & payne	119.72K	2.62%	$9.87M
Phase 2 partners	38.42K	2.38%	$3.17M
Taylor hoffman wealth management	62.76K	1.65%	$4.05M
American capital management	520.91K	1.65%	$40.44M
Court place advisors	58.24K	1.56%	$4.80M
Leith wheeler investment counsel	203.22K	1.21%	$16.76M
Beutel, goodman	2.66M	1.20%	$219.72M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	783.62K	0.03%	605.25K
Norges bank	582.07K	0.01%	582.07K
Raymond james financial	515.86K	0.02%	515.86K
Fmr	1.23M	0.01%	348.11K
Los angeles capital management	323.74K	0.11%	323.74K

Top Sellers

Holder	Shares	% Assets	Change
Beutel, goodman	2.66M	1.20%	-1.35M
Azora capital lp	-	-	-819.88K
First trust advisors lp	482.57K	0.04%	-468.60K
Loomis sayles & co l p	8.84M	0.92%	-310.62K
Invesco	2.26M	0.03%	-302.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	582.07K	0.01%	582.07K	$48.01M
Raymond james financial	515.86K	0.02%	515.86K	$42.55M
Umb bank, n.a.	110.28K	0.14%	110.28K	$9.10M
Zacks investment management	86.11K	0.07%	86.11K	$7.10M
Susquehanna fundamental investments	84.60K	0.10%	84.60K	$6.98M

Sold Out

Holder	Change
Clear street markets	-1.00
Tfo-tdc	-5.00
C m bidwell & associates	-6.00
Kayne anderson rudnick investment management	-7.00
Claris advisors, llc / mo /	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	485	2.75%	92,666,613	-0.98%	70	1.39%	227	19.47%	164	-7.87%
Mar 31, 2024	472	-3.48%	93,579,831	0.99%	71	1.46%	190	-11.21%	178	-1.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	4.14M	3.32%	-
Vanguard Total Stock Mkt Idx Inv	3.66M	2.94%	73.38K
Vanguard US Total Market Shares ETF	3.72M	2.93%	2.15K
iShares Core S&P Mid-Cap ETF	3.13M	2.52%	2.04K
Vanguard Small Cap Index	2.87M	2.30%	18.63K
Loomis Sayles Growth Y	2.18M	1.75%	22.49K
Vanguard Small Cap Value Index Inv	1.85M	1.49%	5.87K
Vanguard Institutional Extnd Mkt Idx Tr	1.49M	1.20%	7.54K
Invesco Global Multi Cap Growth	1.22M	0.94%	76.40K
SPDR® S&P Dividend ETF	1.14M	0.91%	-776.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 28, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$6.43M
May 29, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$138.72K
May 29, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$5.43M
May 14, 2025	Hicke Ryan	CHIEF EXECUTIVE OFFICER	Sell	$1.75M
May 15, 2025	Peterson Michael	EXECUTIVE VICE PRESIDENT	Sell	$4.21M

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2024 Q3	-	5
2024 Q2	-	5
2024 Q1	-	9
2023 Q4	-	9

SEIC Ownership FAQ

Who Owns SEI Investments?

SEI Investments shareholders are primarily institutional investors at 1.07%, followed by 16.67% insiders and 82.26% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 31.89%, which SEI Investments falls below.

Who owns the most shares of SEI Investments?

SEI Investments’s largest shareholders are Vanguard group (11.6M shares, 8.96%), Blackrock funding, inc. /de (11.5M shares, 8.89%), and Blackrock (11.49M shares, 8.75%). Together, they hold 26.60% of SEI Investments’s total shares outstanding.

Does Blackrock own SEI Investments?

Yes, BlackRock owns 8.75% of SEI Investments, totaling 11.49M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 743.51M$. In the last quarter, BlackRock decreased its holdings by -221K shares, a -1.89% change.

Who is SEI Investments’s biggest shareholder by percentage of total assets invested?

Rk asset management is SEI Investments’s biggest shareholder by percentage of total assets invested, with 4.76% of its assets in 70.56K SEI Investments shares, valued at 5.82M$.

Who is the top mutual fund holder of SEI Investments shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of SEI Investments shares, with 3.32% of its total shares outstanding invested in 4.14M SEI Investments shares.

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