SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 22.48% institutional investors, 15.62% insiders, and 61.91% retail investors. Vanguard group is the largest institutional shareholder, holding 9.06% of SEIC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.93% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	22.48%	15.62%	61.91%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Asset Management Stocks	49.15%	11.31%	39.54%

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	10.11M	8.27%	$793.36M
Loomis sayles & co l p	8.63M	7.06%	$677.11M
Morgan stanley	4.79M	3.92%	$376.05M
State street	4.19M	3.42%	$328.41M
Geode capital management	2.83M	2.32%	$222.13M
Bank of america corp /de/	3.04M	2.31%	$196.46M
Lord, abbett	2.20M	1.80%	$172.98M
Fmr	2.09M	1.71%	$164.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	67.76K	5.24%	$5.56M
Hahn capital management	84.37K	4.16%	$6.62M
American capital management	768.62K	3.24%	$60.31M
Jlb & associates	259.18K	2.92%	$20.34M
Foyston, gordon, & payne	157.79K	2.86%	$12.38M
Phase 2 partners	38.42K	2.38%	$3.17M
Union heritage capital	68.70K	1.89%	$5.83M
Taylor hoffman capital management	72.41K	1.75%	$5.68M
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
Boston partners	1.77M	0.15%	1.77M
Fmr	2.09M	0.01%	749.33K
Norges bank	652.87K	0.01%	652.87K
Vanguard fiduciary trust	590.06K	0.01%	590.06K
First financial bankshares	554.18K	0.88%	554.18K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	1.15M	0.01%	-586.98K
Qube research	124.99K	0.01%	-438.22K
Ubs group	316.61K	0.00%	-319.59K
Morgan stanley	4.79M	0.02%	-282.90K
Jupiter asset management	-	-	-277.46K

New Positions

Holder	Shares	% Assets	Change	Value
Boston partners	1.77M	0.15%	1.77M	$138.89M
Norges bank	652.87K	0.01%	652.87K	$53.55M
Vanguard fiduciary trust	590.06K	0.01%	590.06K	$46.30M
First financial bankshares	554.18K	0.88%	554.18K	$43.49M
Vanguard asset management	90.05K	0.01%	90.05K	$7.07M

Sold Out

Holder	Change
Gps wealth strategies group	-1.00
Clear street markets	-1.00
Tortoise investment management	-3.00
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 %
Mar 31, 2026	325	-41.76%	27,464,557	-69.14%	22	0.42%	154	-44.60%	102	-46.60%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	3.72M	2.93%	2.15K
Vanguard Total Stock Mkt Idx Inv	3.51M	2.92%	7.79K
Eaton Vance Atlanta Capital SMID-Cap I	3.43M	2.85%	-99.80K
iShares Core S&P Mid-Cap ETF	3.14M	2.61%	-1.58K
Vanguard Small Cap Index	2.53M	2.11%	-5.04K
Loomis Sayles Growth Y	2.24M	1.87%	-
Vanguard Small Cap Value Index Inv	1.63M	1.35%	11.52K
JHancock Disciplined Value Mid Cap I	1.25M	1.04%	1.25M
Invesco Global Multi Cap Growth	1.22M	0.94%	76.40K
Vanguard Institutional Extnd Mkt Idx Tr	1.05M	0.87%	11.36K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 04, 2026	MCCARTHY KATHRYN	-	Sell	$910.70K
Apr 28, 2026	Warner Mark Andrew	In Remarks	Sell	$364.64K
Apr 23, 2026	McCabe Philip	See Remarks	Sell	$1.38M
Apr 23, 2026	Sharma Sanjay	See Remarks*	Sell	$141.45K
Apr 23, 2026	Sharma Sanjay	See Remarks*	Sell	$2.11M

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	6
2026 Q1	-	9
2025 Q4	-	5
2024 Q3	-	5
2024 Q2	-	5

SEIC Ownership FAQ

Who Owns SEI Investments?

SEI Investments shareholders are primarily institutional investors at 22.48%, followed by 15.62% insiders and 61.90% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 49.15%, 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 (10.11M shares, 8.27%). Together, they hold 26.08% 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?

Vanguard US Total Market Shares ETF is the top mutual fund holder of SEI Investments shares, with 2.93% of its total shares outstanding invested in 3.72M SEI Investments shares.

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