SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 74.88% institutional investors, 15.63% insiders, and 9.48% 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	74.88%	15.63%	9.48%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Asset Management Stocks	47.59%	11.88%	40.53%

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	9.93M	8.16%	$870.74M
Loomis sayles & co l p	8.48M	6.97%	$743.96M
Vanguard capital management	4.69M	3.85%	$411.03M
State street	4.25M	3.49%	$372.91M
Morgan stanley	4.12M	3.39%	$361.30M
Boston partners	3.09M	2.54%	$271.42M
Geode capital management	2.95M	2.43%	$259.06M
Bank of america corp /de/	2.91M	2.39%	$255.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	67.76K	5.24%	$5.56M
Hahn capital management	81.53K	4.34%	$7.15M
Jlb & associates	261.58K	3.07%	$22.94M
Foyston, gordon, & payne	157.96K	2.98%	$13.94M
American capital management	745.32K	2.93%	$65.37M
Phase 2 partners	38.42K	2.38%	$3.17M
Union heritage capital	68.70K	2.04%	$6.03M
Taylor hoffman wealth management	62.76K	1.65%	$4.05M
Azora capital lp	443.19K	1.64%	$38.87M
Taylor hoffman capital management	74.79K	1.59%	$6.56M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	3.09M	0.24%	1.32M
Norges bank	887.12K	0.01%	887.12K
Sixth street partners management company	695.45K	0.01%	695.45K
Jane street group	578.80K	0.00%	572.50K
Barclays	825.22K	0.01%	444.24K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	4.12M	0.02%	-673.08K
Franklin resources	512.83K	0.01%	-470.29K
Prana capital management, lp	139.22K	0.37%	-325.02K
First trust advisors lp	1.50M	0.08%	-320.70K
Ameriprise financial	578.42K	0.01%	-291.13K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	887.12K	0.01%	887.12K	$77.81M
Sixth street partners management company	695.45K	0.01%	695.45K	$61.00M
Fjarde ap-fonden (the fourth swedish national pensionfund)	73.65K	0.05%	73.65K	$4.76M
Ossiam	73.06K	0.09%	73.06K	$6.41M
Polar asset management partners	44.08K	0.06%	44.08K	$3.87M

Sold Out

Holder	Change
Clear street markets	-1.00
Caitong asset management	-1.00
Gps wealth strategies group	-1.00
Curio wealth	-2.00
Tortoise investment management	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	578	0.87%	91,101,710	1.26%	74	1.38%	249	-14.73%	225	25.70%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	3.72M	2.93%	2.15K
Vanguard MStar Total Stk Mkt Idx Invest	3.45M	2.87%	9.53K
Vanguard Morn Total Stk Mkt Idx Investor	3.44M	2.86%	-64.31K
Vanguard Total Stock Mkt Idx Inv	3.44M	2.86%	-64.31K
iShares Core S&P Mid-Cap ETF	3.14M	2.62%	96.00
Eaton Vance Atlanta Capital SMID-Cap I	2.73M	2.27%	45.84K
Vanguard Small Cap Index	2.49M	2.07%	5.20K
Loomis Sayles Growth Y	2.12M	1.77%	-28.31K
JHancock Disciplined Value Mid Cap I	2.04M	1.70%	-
Vanguard MStar Small Cap Value Index	1.58M	1.32%	4.81K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 03, 2026	Hicke Ryan	Chief Executive Officer	Sell	$4.15M
Sep 01, 2026	ROMEO CARMEN	-	Sell	$548.50K
Aug 28, 2026	Peterson Michael	Executive Vice President	Sell	$4.18M
Aug 04, 2026	McCabe Philip	See Remarks	Sell	$2.62M
Aug 05, 2026	McCabe Philip	See Remarks	Sell	$532.04K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	11
2026 Q2	-	11
2026 Q1	-	9
2025 Q4	-	5
2024 Q3	-	5

SEIC Ownership FAQ

Who Owns SEI Investments?

SEI Investments shareholders are primarily institutional investors at 74.88%, followed by 15.63% insiders and 9.49% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 47.59%, which SEI Investments exceeds.

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 (9.93M shares, 8.16%). Together, they hold 25.97% 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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