SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 71.67% institutional investors, 16.62% insiders, and 11.71% 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 3.33% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	71.67%	16.62%	11.71%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.60M	8.96%	$956.79M
Blackrock	11.49M	8.75%	$743.51M
Blackrock funding, inc. /de	9.20M	7.33%	$826.89M
Loomis sayles & co l p	8.84M	7.04%	$794.47M
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	2.60M	2.07%	$233.69M
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	69.21K	6.00%	$6.22M
Hahn capital management	113.21K	4.80%	$10.17M
Jlb & associates	268.26K	3.36%	$24.11M
Azora capital lp	777.95K	3.16%	$69.91M
Foyston, gordon, & payne	151.48K	3.10%	$13.61M
Phase 2 partners	38.42K	2.38%	$3.17M
Union heritage capital	68.70K	2.15%	$6.17M
American capital management	463.78K	1.73%	$41.67M
Taylor hoffman wealth management	62.76K	1.65%	$4.05M
Court place advisors	56.15K	1.59%	$5.05M

Top Buyers

Holder	Shares	% Assets	Change
Lord, abbett	1.48M	0.43%	815.93K
Millennium management	783.62K	0.03%	605.25K
Norges bank	582.07K	0.01%	582.07K
Jupiter asset management	417.20K	0.31%	417.20K
Azora capital lp	777.95K	3.16%	406.29K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	9.20M	0.02%	-2.17M
Amundi	157.86K	0.01%	-624.18K
First trust advisors lp	482.57K	0.04%	-468.60K
Bnp paribas asset management	825.00	0.00%	-467.50K
Invesco	2.26M	0.03%	-302.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	582.07K	0.01%	582.07K	$48.01M
Jupiter asset management	417.20K	0.31%	417.20K	$37.49M
Hrt financial lp	103.03K	0.04%	103.03K	$9.26M
Susquehanna portfolio strategies	100.60K	0.20%	100.60K	$9.04M
Rockefeller capital management	100.04K	0.02%	100.04K	$8.99M

Sold Out

Holder	Change
Clear street markets	-1.00
American capital advisory	-3.00
Activest wealth management	-5.00
Tfo-tdc	-5.00
C m bidwell & associates	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	485	2.75%	92,666,613	-0.98%	70	1.39%	227	19.47%	164	-7.87%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	4.11M	3.33%	-24.79K
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%	-5.55K
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
SPDR® S&P Dividend ETF	1.13M	0.91%	-
Loomis Sayles Large Cap Growth Trust C	1.03M	0.82%	-2.07K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 19, 2025	Hicke Ryan	CHIEF EXECUTIVE OFFICER	Sell	$3.09M
Aug 07, 2025	Peterson Michael	EXECUTIVE VICE PRESIDENT	Sell	$627.73K
Aug 05, 2025	Peterson Michael	EXECUTIVE VICE PRESIDENT	Sell	$60.66K
Jul 31, 2025	Peterson Michael	EXECUTIVE VICE PRESIDENT	Sell	$418.39K
Jul 29, 2025	Warner Mark Andrew	See Remarks	Sell	$443.75K

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 71.67%, followed by 16.62% insiders and 11.71% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 50.65%, which SEI Investments exceeds.

Who owns the most shares of SEI Investments?

SEI Investments’s largest shareholders are Vanguard group (11.6M shares, 8.96%), Blackrock (11.49M shares, 8.75%), and Blackrock funding, inc. /de (9.2M shares, 7.33%). Together, they hold 25.04% 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 6.00% of its assets in 69.21K SEI Investments shares, valued at 6.22M$.

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 3.33% of its total shares outstanding invested in 4.11M SEI Investments shares.

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