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Institutional Ownership · SEC Form 13F

Who owns SEI (SEI)


Which tracked institutional funds hold SEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

360
Institutional holders
64,920,509
Shares held (tracked funds)

How the tape is positioned

156 tracked funds added or opened SEI while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SEI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SEI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SEI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 360 tracked filers holding SEI, 215 increased or opened the position and 177 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SEI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 45

  • VANGUARD CAPITAL MANAGEMENT LLC$115M
  • Situational Awareness Partners LP$62M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$34M
  • VANGUARD FIDUCIARY TRUST CO$18M
  • AXIOM INVESTORS LLC /DE$13M
  • BROWN BROTHERS HARRIMAN & CO$12M

Full exits 37

  • VANGUARD GROUP INC$117M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$47M
  • Goodlander Investment Management, LLC$44M
  • TWO SIGMA ADVISERS, LP$25M
  • Progeny 3, Inc.$15M
  • TUDOR INVESTMENT CORP ET AL$15M

Largest adds

  • TWO SIGMA INVESTMENTS, LP$60M
  • VAN ECK ASSOCIATES CORP$53M
  • JENNISON ASSOCIATES LLC$49M
  • MARSHALL WACE, LLP$44M
  • MILLENNIUM MANAGEMENT LLC$44M
  • Korea Investment CORP$37M

Largest trims

  • Ceredex Value Advisors LLC$30M
  • CITADEL ADVISORS LLC$26M
  • Situational Awareness LP$23M
  • GOLDMAN SACHS GROUP INC$22M
  • Encompass Capital Advisors LLC$19M
  • PRICE T ROWE ASSOCIATES INC /MD/$12M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,122,436$233M6.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,285,544$129M3.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,040,451$115M3.1%2026-Q1
VAN ECK ASSOCIATES CORP added1,954,455$110M3.0%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,941,546$110M3.0%2026-Q1
FMR LLC trimmed1,861,655$105M2.9%2026-Q1
Encompass Capital Advisors LLC trimmed1,750,000$99M2.7%2026-Q1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed1,729,055$98M2.7%2026-Q1
MORGAN STANLEY trimmed1,707,455$96M2.6%2026-Q1
Driehaus Capital Management LLC added1,628,174$92M2.5%2026-Q1
JANE STREET GROUP, LLC trimmed1,568,463$89M2.4%2026-Q1
MARSHALL WACE, LLP added1,467,960$83M2.3%2026-Q1
STATE STREET CORP added1,355,346$77M2.1%2026-Q1
Advent International, L.P. trimmed1,241,362$70M1.9%2026-Q1
JENNISON ASSOCIATES LLC added1,179,736$67M1.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed1,144,652$65M1.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,133,863$64M1.7%2026-Q1
Valiant Capital Management, L.P. added1,119,503$63M1.7%2026-Q1
Situational Awareness LP trimmed1,105,551$62M1.7%2026-Q1
Situational Awareness Partners LP new1,105,551$62M1.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,101,151$62M1.7%2026-Q1
GW&K Investment Management, LLC trimmed1,061,673$60M1.6%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed917,044$52M1.4%2026-Q1
Value Aligned Research Advisors, LLC trimmed896,985$51M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added871,462$49M1.3%2026-Q1
Qube Research & Technologies Ltd trimmed793,314$45M1.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added790,645$45M1.2%2026-Q1
AMERIPRISE FINANCIAL INC added725,023$41M1.1%2026-Q1
UBS Group AG added712,709$40M1.1%2026-Q1
Korea Investment CORP added670,514$38M1.0%2026-Q1
Ranger Investment Management, L.P. trimmed607,810$34M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new606,161$34M0.9%2026-Q1
WESTWOOD HOLDINGS GROUP INC trimmed602,566$34M0.9%2026-Q1
EMERALD ADVISERS, LLC trimmed594,687$34M0.9%2026-Q1
Nuveen, LLC trimmed545,259$31M0.8%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added531,889$30M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed493,484$28M0.8%2026-Q1
DEUTSCHE BANK AG\ added448,900$25M0.7%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed443,111$25M0.7%2026-Q1
Assenagon Asset Management S.A. added431,923$24M0.7%2026-Q1
GILDER GAGNON HOWE & CO LLC added408,023$23M0.6%2026-Q1
FRANKLIN RESOURCES INC added395,111$22M0.6%2026-Q1
NORTHERN TRUST CORP added390,470$22M0.6%2026-Q1
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added388,000$22M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added385,936$22M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added376,628$21M0.6%2026-Q1
Point72 Asset Management, L.P. added328,460$19M0.5%2026-Q1
ROYCE & ASSOCIATES LP trimmed327,167$18M0.5%2026-Q1
Squarepoint Ops LLC added325,806$18M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new319,204$18M0.5%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added314,782$18M0.5%2026-Q1
Sagefield Capital LP trimmed302,834$17M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed287,171$16M0.4%2026-Q1
Penn Capital Management Company, LLC trimmed280,682$16M0.4%2026-Q1
BARCLAYS PLC trimmed280,574$16M0.4%2026-Q1
AYAL Capital Advisors Ltd trimmed268,800$15M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added264,126$15M0.4%2026-Q1
SEI INVESTMENTS CO added261,807$15M0.4%2026-Q1
NEUBERGER BERMAN GROUP LLC added257,680$15M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed257,628$15M0.4%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added254,819$14M0.4%2026-Q1
FIRST TRUST ADVISORS LP added248,860$14M0.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed240,077$14M0.4%2026-Q1
AXIOM INVESTORS LLC /DE new231,300$13M0.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed229,527$13M0.4%2026-Q1
Stephens Investment Management Group LLC trimmed227,879$13M0.3%2026-Q1
No Street GP LP trimmed225,000$13M0.3%2026-Q1
BESSEMER GROUP INC trimmed220,826$12M0.3%2026-Q1
Bank of New York Mellon Corp added214,427$12M0.3%2026-Q1
BANK OF NOVA SCOTIA trimmed213,995$12M0.3%2026-Q1
BROWN BROTHERS HARRIMAN & CO new210,000$12M0.3%2026-Q1
Jump Financial, LLC trimmed194,827$11M0.3%2026-Q1
Trexquant Investment LP added188,956$11M0.3%2026-Q1
CITIGROUP INC trimmed172,914$10M0.3%2026-Q1
Aventail Capital Group, LP trimmed163,934$9M0.3%2026-Q1
SIR Capital Management, L.P. trimmed163,914$9M0.3%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT new163,385$9M0.3%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP new155,499$9M0.2%2026-Q1
Banco Santander, S.A. trimmed151,469$9M0.2%2026-Q1
Channing Capital Management, LLC trimmed149,205$8M0.2%2026-Q1
CenterBook Partners LP trimmed146,712$8M0.2%2026-Q1
Meros Investment Management, LP trimmed143,771$8M0.2%2026-Q1
Uniplan Investment Counsel, Inc. trimmed136,972$8M0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed135,510$8M0.2%2026-Q1
Freestone Grove Partners LP trimmed133,480$8M0.2%2026-Q1
Ceredex Value Advisors LLC trimmed132,350$7M0.2%2026-Q1
VANGUARD GROUP INC trimmed2,537,161$117M3.2%2025-Q4 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added1,021,000$47M1.3%2025-Q4 stale
Goodlander Investment Management, LLC added960,000$44M1.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP added553,400$25M0.7%2025-Q4 stale
DISCOVERY CAPITAL MANAGEMENT, LLC / CT new569,200$23M0.6%2025-Q3 stale
Honeycomb Asset Management LP new672,000$19M0.5%2025-Q2 stale
Progeny 3, Inc.322,300$15M0.4%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL trimmed320,341$15M0.4%2025-Q4 stale
Hiddenite Capital Partners LP trimmed300,000$14M0.4%2025-Q4 stale
Lighthouse Investment Partners, LLC added277,500$13M0.3%2025-Q4 stale
BRIGHTLINE CAPITAL MANAGEMENT, LLC trimmed250,000$11M0.3%2025-Q4 stale
SCOPUS ASSET MANAGEMENT, L.P. trimmed378,746$11M0.3%2025-Q2 stale
Wealth High Governance Capital Ltda new213,635$10M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added233,662$9M0.3%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership