SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 14.78% institutional investors, 16.80% insiders, and 68.43% retail investors. Vanguard group is the largest institutional shareholder, holding 9.06% of SEIC shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 2.94% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	14.78%	16.80%	68.43%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	46.20%	8.54%	45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.07M	9.06%	$908.07M
Blackrock	11.49M	8.75%	$743.51M
Blackrock funding, inc. /de	9.64M	7.89%	$790.50M
Loomis sayles & co l p	8.74M	7.16%	$717.23M
Morgan stanley	5.08M	4.15%	$416.27M
State street	4.54M	3.61%	$384.93M
Geode capital management	2.89M	2.37%	$237.42M
Bank of america corp /de/	3.04M	2.31%	$196.46M
Beutel, goodman	2.02M	1.61%	$171.65M
Lord, abbett	1.92M	1.57%	$157.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	67.76K	5.24%	$5.56M
Hahn capital management	108.37K	4.41%	$9.19M
Foyston, gordon, & payne	172.58K	3.08%	$14.16M
Jlb & associates	260.20K	2.88%	$21.34M
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	71.22K	1.77%	$5.84M
Taylor hoffman wealth management	62.76K	1.65%	$4.05M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	652.87K	0.01%	652.87K
Millennium management	783.62K	0.03%	605.25K
Fmr	1.35M	0.01%	511.55K
Blackrock funding, inc. /de	9.64M	0.01%	375.24K
Qube research	766.77K	0.07%	346.70K

Top Sellers

Holder	Shares	% Assets	Change
Azora capital lp	-	-	-777.95K
Beutel, goodman	2.02M	1.03%	-577.67K
Morgan stanley	5.08M	0.02%	-518.56K
Ubs asset management americas	454.14K	0.01%	-429.62K
Jupiter asset management	-	-	-277.46K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	652.87K	0.01%	652.87K	$53.55M
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
Phase 2 partners	38.42K	2.38%	38.42K	$3.17M

Sold Out

Holder	Change
Clear street markets	-1.00
Gps wealth strategies group	-1.00
American capital advisory	-2.00
Tortoise investment management	-3.00
Tfo-tdc	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	220	-60.07%	18,055,045	-79.60%	14	0.30%	99	-63.20%	77	-54.97%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	3.59M	2.94%	-360.82K
Vanguard US Total Market Shares ETF	3.72M	2.93%	2.15K
Vanguard Total Stock Mkt Idx Inv	3.49M	2.85%	5.49K
iShares Core S&P Mid-Cap ETF	3.00M	2.46%	-160.67K
Vanguard Small Cap Index	2.50M	2.04%	-656.00
Loomis Sayles Growth Y	2.26M	1.85%	-35.66K
Vanguard Small Cap Value Index Inv	1.60M	1.31%	-11.94K
Invesco Global Multi Cap Growth	1.22M	0.94%	76.40K
Vanguard Institutional Extnd Mkt Idx Tr	1.01M	0.82%	5.66K
Loomis Sayles Large Cap Growth Trust C	1.03M	0.82%	-2.07K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 25, 2026	Warner Mark Andrew	See Remarks	Sell	$326.96K
Jan 29, 2026	Hicke Ryan	CHIEF EXECUTIVE OFFICER	Sell	$4.36M
Jan 29, 2026	Hicke Ryan	CHIEF EXECUTIVE OFFICER	Sell	$1.15M
Jan 29, 2026	Hicke Ryan	CHIEF EXECUTIVE OFFICER	Sell	$1.48M
Dec 22, 2025	DORAN WILLIAM	-	Sell	$586.95K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	4
2025 Q4	-	5
2024 Q3	-	5
2024 Q2	-	5
2024 Q1	-	9

SEIC Ownership FAQ

Who Owns SEI Investments?

SEI Investments shareholders are primarily institutional investors at 14.78%, followed by 16.80% insiders and 68.42% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 46.20%, which SEI Investments falls below.

Who owns the most shares of SEI Investments?

SEI Investments’s largest shareholders are Vanguard group (11.07M shares, 9.06%), Blackrock (11.49M shares, 8.75%), and Blackrock funding, inc. /de (9.64M shares, 7.89%). Together, they hold 25.69% 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 5.24% of its assets in 67.76K SEI Investments shares, valued at 5.56M$.

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 2.94% of its total shares outstanding invested in 3.59M SEI Investments shares.

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