Who owns SEI Investments (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-Q2 13F filings (latest filed 2026-09-22). 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
161 tracked funds added or opened SEIC while 100 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 530 tracked filers holding SEIC, 236 increased or opened the position and 315 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 21
- Azora Capital LP$39M
- Fideuram Asset Management (Ireland) dac$9M
- OSSIAM$6M
- Brevan Howard Capital Management LP$6M
- IFG Advisory, LLC$5M
- Jupiter Topco LLC$4M
Full exits 51
- LORD, ABBETT & CO. LLC$173M
- Beutel, Goodman & Co Ltd.$139M
- PFA Pension, Forsikringsaktieselskab$41M
- NATIXIS ADVISORS, LLC$37M
- Thrivent Financial for Lutherans$26M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$17M
Largest adds
- BlackRock, Inc.$224M
- Boston Partners$133M
- LOOMIS SAYLES & CO L P$67M
- VANGUARD PORTFOLIO MANAGEMENT LLC$58M
- FMR LLC$56M
- JANE STREET GROUP, LLC$50M
Largest trims
- FRANKLIN RESOURCES INC$32M
- Prana Capital Management, LP$24M
- Man Group plc$21M
- ROYAL BANK OF CANADA$19M
- AMERIPRISE FINANCIAL INC$17M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,927,545 | $871M | 12.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 8,482,052 | $744M | 10.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,140,822 | $539M | 7.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,686,241 | $411M | 5.9% | 2026-Q2 |
| STATE STREET CORP added | 4,251,584 | $373M | 5.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,119,203 | $361M | 5.2% | 2026-Q2 |
| Boston Partners added | 3,093,791 | $271M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,953,161 | $259M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,908,071 | $255M | 3.7% | 2026-Q2 |
| FMR LLC added | 2,510,218 | $220M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,962,762 | $172M | 2.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,501,972 | $132M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 1,110,829 | $97M | 1.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,050,287 | $92M | 1.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 1,002,445 | $88M | 1.3% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 991,300 | $87M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 914,907 | $80M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 894,194 | $78M | 1.1% | 2026-Q2 |
| NORGES BANK added | 887,116 | $78M | 1.1% | 2026-Q2 |
| BARCLAYS PLC added | 825,215 | $72M | 1.0% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 745,323 | $65M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 695,446 | $61M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 660,498 | $58M | 0.8% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 638,934 | $56M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 592,612 | $52M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 583,800 | $51M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 578,801 | $51M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 578,420 | $51M | 0.7% | 2026-Q2 |
| First Financial Bankshares Inc trimmed | 552,780 | $48M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 532,381 | $47M | 0.7% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 518,314 | $45M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 512,826 | $45M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 478,365 | $42M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 461,227 | $40M | 0.6% | 2026-Q2 |
| Azora Capital LP added | 443,189 | $39M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 421,046 | $37M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 375,392 | $33M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 334,349 | $29M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 319,375 | $28M | 0.4% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension trimmed | 313,600 | $28M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 308,050 | $27M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 307,430 | $27M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 303,552 | $27M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 284,726 | $25M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 269,995 | $24M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 266,217 | $23M | 0.3% | 2026-Q2 |
| JLB & ASSOCIATES INC added | 261,576 | $23M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 253,332 | $22M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 228,023 | $20M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 226,700 | $20M | 0.3% | 2026-Q2 |
| Interval Partners, LP added | 226,022 | $20M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 216,054 | $19M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 207,644 | $18M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 205,471 | $18M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 202,400 | $18M | 0.3% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 201,072 | $18M | 0.3% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 197,095 | $17M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 185,536 | $16M | 0.2% | 2026-Q2 |
| Leith Wheeler Investment Counsel Ltd. trimmed | 174,506 | $15M | 0.2% | 2026-Q2 |
| Markel Group Inc. | 173,200 | $15M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 161,039 | $14M | 0.2% | 2026-Q2 |
| Foyston, Gordon & Payne Inc added | 157,958 | $14M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 156,953 | $14M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 144,423 | $13M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 141,682 | $12M | 0.2% | 2026-Q2 |
| Prana Capital Management, LP trimmed | 139,223 | $12M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 136,376 | $12M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 130,780 | $11M | 0.2% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 127,800 | $11M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 119,448 | $11M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 119,244 | $9M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 118,660 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 117,300 | $10M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 116,432 | $10M | 0.1% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 113,187 | $9M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 111,077 | $10M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 106,452 | $9M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 104,536 | $9M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 103,180 | $9M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 102,923 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 101,909 | $9M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 101,518 | $9M | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 100,611 | $9M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 99,780 | $9M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 97,931 | $9M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 95,983 | $8M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 93,051 | $8M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 92,433 | $8M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 90,061 | $8M | 0.1% | 2026-Q2 |
| Karl Kapital LLC added | 88,816 | $8M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 87,503 | $8M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 86,966 | $8M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 85,026 | $7M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 82,758 | $7M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 82,635 | $7M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 82,095 | $7M | 0.1% | 2026-Q2 |
| HAHN CAPITAL MANAGEMENT LLC trimmed | 81,535 | $7M | 0.1% | 2026-Q2 |
| Taylor Hoffman Capital Management LLC added | 74,794 | $7M | 0.1% | 2026-Q2 |
| Thrive Wealth Management, LLC trimmed | 73,935 | $6M | 0.1% | 2026-Q2 |
| OSSIAM added | 73,055 | $6M | 0.1% | 2026-Q2 |
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.