Who owns SEI Investments Company (SEIC)
Which tracked institutional funds hold SEIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
81 tracked funds added or opened SEIC while 146 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
SEIC’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SEIC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SEIC 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 564 tracked filers holding SEIC, 287 increased or opened the position and 254 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 SEIC 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 25
- VANGUARD PORTFOLIO MANAGEMENT LLC$481M
- VANGUARD CAPITAL MANAGEMENT LLC$372M
- Boston Partners$139M
- VANGUARD FIDUCIARY TRUST CO$46M
- First Financial Bankshares Inc$43M
- BALYASNY ASSET MANAGEMENT L.P.$18M
Full exits 28
- VANGUARD GROUP INC$896M
- Azora Capital LP$18M
- Brandywine Global Investment Management, LLC$15M
- M&G PLC$11M
- SCHRODER INVESTMENT MANAGEMENT GROUP$8M
- WINTON GROUP Ltd$6M
Largest adds
- FMR LLC$54M
- Quantinno Capital Management LP$21M
- LORD, ABBETT & CO. LLC$16M
- Amundi$13M
- AMERICAN CAPITAL MANAGEMENT INC$13M
- Clark Capital Management Group, Inc.$13M
Largest trims
- BlackRock, Inc.$144M
- Invesco Ltd.$62M
- MORGAN STANLEY$40M
- LOOMIS SAYLES & CO L P$40M
- Qube Research & Technologies Ltd$36M
- UBS Group AG$27M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P trimmed | 8,628,879 | $677M | 9.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,239,491 | $647M | 8.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,125,643 | $481M | 6.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,792,279 | $376M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,741,716 | $372M | 5.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,185,178 | $328M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,920,506 | $229M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,830,332 | $222M | 3.0% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 2,204,379 | $173M | 2.3% | 2026-Q1 |
| FMR LLC added | 2,087,467 | $164M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,873,198 | $147M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,822,669 | $143M | 1.9% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 1,773,154 | $139M | 1.9% | 2026-Q1 |
| Boston Partners new | 1,770,039 | $139M | 1.9% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 1,198,089 | $94M | 1.3% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 1,039,731 | $82M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,022,472 | $80M | 1.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 996,456 | $78M | 1.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 983,113 | $77M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 936,302 | $73M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 905,607 | $71M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 869,549 | $68M | 0.9% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 837,845 | $66M | 0.9% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 768,615 | $60M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 696,473 | $55M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 590,060 | $46M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 572,163 | $45M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 567,967 | $45M | 0.6% | 2026-Q1 |
| First Financial Bankshares Inc new | 554,178 | $43M | 0.6% | 2026-Q1 |
| NORGES BANK trimmed | 536,378 | $42M | 0.6% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 519,311 | $41M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 498,522 | $39M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 469,864 | $37M | 0.5% | 2026-Q1 |
| Prana Capital Management, LP trimmed | 464,241 | $36M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 455,914 | $36M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 461,660 | $36M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 427,591 | $34M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 416,788 | $33M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 416,650 | $33M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 411,851 | $32M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 399,826 | $31M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 382,361 | $30M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 380,977 | $30M | 0.4% | 2026-Q1 |
| Man Group plc added | 360,910 | $28M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 342,515 | $27M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 325,588 | $26M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 324,129 | $25M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 323,418 | $25M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 316,605 | $25M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 309,487 | $24M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 300,632 | $24M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 272,677 | $21M | 0.3% | 2026-Q1 |
| JLB & ASSOCIATES INC trimmed | 259,183 | $20M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 232,675 | $18M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 225,674 | $18M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO added | 219,635 | $17M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 213,892 | $17M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 207,688 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 205,900 | $16M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 198,469 | $16M | 0.2% | 2026-Q1 |
| Leith Wheeler Investment Counsel Ltd. trimmed | 196,249 | $15M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 196,213 | $15M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 188,572 | $15M | 0.2% | 2026-Q1 |
| Amundi added | 188,563 | $15M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 175,211 | $14M | 0.2% | 2026-Q1 |
| Markel Group Inc. | 173,200 | $14M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 166,815 | $13M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 161,493 | $13M | 0.2% | 2026-Q1 |
| Foyston, Gordon & Payne Inc trimmed | 157,787 | $12M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 152,565 | $12M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 151,682 | $12M | 0.2% | 2026-Q1 |
| Interval Partners, LP trimmed | 136,227 | $11M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 132,908 | $10M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 126,476 | $10M | 0.1% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS added | 127,800 | $10M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 125,866 | $10M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 124,992 | $10M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 118,765 | $9M | 0.1% | 2026-Q1 |
| Creative Planning added | 116,827 | $9M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 113,367 | $9M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 112,519 | $9M | 0.1% | 2026-Q1 |
| Vestcor Inc trimmed | 111,618 | $9M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 110,666 | $9M | 0.1% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 109,370 | $9M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 109,091 | $9M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 108,584 | $9M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 107,556 | $8M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 106,220 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,919,990 | $896M | 12.0% | 2025-Q4 stale |
| Aware Super Pty Ltd as trustee of Aware Super added | 363,058 | $28M | 0.4% | 2025-Q1 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 277,462 | $24M | 0.3% | 2025-Q3 stale |
| Azora Capital LP trimmed | 216,465 | $18M | 0.2% | 2025-Q4 stale |
| Sumitomo Mitsui Trust Group, Inc. added | 220,410 | $17M | 0.2% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC added | 179,610 | $15M | 0.2% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 145,566 | $13M | 0.2% | 2025-Q2 stale |
| Achmea Investment Management B.V. added | 154,627 | $12M | 0.2% | 2025-Q1 stale |
| M&G PLC added | 134,004 | $11M | 0.1% | 2025-Q4 stale |
| Candriam S.C.A. added | 135,207 | $10M | 0.1% | 2025-Q1 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 100,359 | $8M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 106,499 | $8M | 0.1% | 2025-Q1 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.
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.