Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

564
Institutional holders
89M
Shares held (tracked funds)
72.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
LOOMIS SAYLES & CO L P trimmed8,628,879$677M9.1%2026-Q1
BlackRock, Inc. trimmed8,239,491$647M8.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,125,643$481M6.5%2026-Q1
MORGAN STANLEY trimmed4,792,279$376M5.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,741,716$372M5.0%2026-Q1
STATE STREET CORP trimmed4,185,178$328M4.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,920,506$229M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed2,830,332$222M3.0%2026-Q1
LORD, ABBETT & CO. LLC added2,204,379$173M2.3%2026-Q1
FMR LLC added2,087,467$164M2.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,873,198$147M2.0%2026-Q1
FIRST TRUST ADVISORS LP added1,822,669$143M1.9%2026-Q1
Beutel, Goodman & Co Ltd. trimmed1,773,154$139M1.9%2026-Q1
Boston Partners new1,770,039$139M1.9%2026-Q1
Caisse de depot et placement du Quebec trimmed1,198,089$94M1.3%2026-Q1
Boston Trust Walden Corp trimmed1,039,731$82M1.1%2026-Q1
Invesco Ltd. trimmed1,022,472$80M1.1%2026-Q1
ROYCE & ASSOCIATES LP added996,456$78M1.1%2026-Q1
FRANKLIN RESOURCES INC added983,113$77M1.0%2026-Q1
Bank of New York Mellon Corp trimmed936,302$73M1.0%2026-Q1
NORTHERN TRUST CORP added905,607$71M1.0%2026-Q1
AMERIPRISE FINANCIAL INC added869,549$68M0.9%2026-Q1
Clark Capital Management Group, Inc. added837,845$66M0.9%2026-Q1
AMERICAN CAPITAL MANAGEMENT INC added768,615$60M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added696,473$55M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new590,060$46M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added572,163$45M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added567,967$45M0.6%2026-Q1
First Financial Bankshares Inc new554,178$43M0.6%2026-Q1
NORGES BANK trimmed536,378$42M0.6%2026-Q1
PFA Pension, Forsikringsaktieselskab trimmed519,311$41M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added498,522$39M0.5%2026-Q1
NATIXIS ADVISORS, LLC trimmed469,864$37M0.5%2026-Q1
Prana Capital Management, LP trimmed464,241$36M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added455,914$36M0.5%2026-Q1
JPMORGAN CHASE & CO added461,660$36M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added427,591$34M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed416,788$33M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed416,650$33M0.4%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added411,851$32M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added399,826$31M0.4%2026-Q1
Quantinno Capital Management LP added382,361$30M0.4%2026-Q1
BARCLAYS PLC added380,977$30M0.4%2026-Q1
Man Group plc added360,910$28M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added342,515$27M0.4%2026-Q1
Thrivent Financial for Lutherans added325,588$26M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added324,129$25M0.3%2026-Q1
Arbejdsmarkedets Tillaegspension added323,418$25M0.3%2026-Q1
UBS Group AG trimmed316,605$25M0.3%2026-Q1
RHUMBLINE ADVISERS added309,487$24M0.3%2026-Q1
ProShare Advisors LLC trimmed300,632$24M0.3%2026-Q1
Retirement Systems of Alabama trimmed272,677$21M0.3%2026-Q1
JLB & ASSOCIATES INC trimmed259,183$20M0.3%2026-Q1
Bridgewater Associates, LP trimmed232,675$18M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added225,674$18M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO added219,635$17M0.2%2026-Q1
ALPS ADVISORS INC trimmed213,892$17M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added207,688$16M0.2%2026-Q1
Swiss National Bank trimmed205,900$16M0.2%2026-Q1
California Public Employees Retirement System added198,469$16M0.2%2026-Q1
Leith Wheeler Investment Counsel Ltd. trimmed196,249$15M0.2%2026-Q1
Crestwood Advisors Group, LLC added196,213$15M0.2%2026-Q1
Legal & General Group Plc trimmed188,572$15M0.2%2026-Q1
Amundi added188,563$15M0.2%2026-Q1
Nuveen, LLC added175,211$14M0.2%2026-Q1
Markel Group Inc.173,200$14M0.2%2026-Q1
LPL Financial LLC added166,815$13M0.2%2026-Q1
Tidal Investments LLC added161,493$13M0.2%2026-Q1
Foyston, Gordon & Payne Inc trimmed157,787$12M0.2%2026-Q1
Rockefeller Capital Management L.P. added152,565$12M0.2%2026-Q1
OSAIC HOLDINGS, INC. added151,682$12M0.2%2026-Q1
Interval Partners, LP trimmed136,227$11M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed132,908$10M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added126,476$10M0.1%2026-Q1
KLP KAPITALFORVALTNING AS added127,800$10M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added125,866$10M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed124,992$10M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed118,765$9M0.1%2026-Q1
Creative Planning added116,827$9M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added113,367$9M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added112,519$9M0.1%2026-Q1
Vestcor Inc trimmed111,618$9M0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed110,666$9M0.1%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP trimmed109,370$9M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed109,091$9M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed108,584$9M0.1%2026-Q1
TD Asset Management Inc trimmed107,556$8M0.1%2026-Q1
VAN ECK ASSOCIATES CORP added106,220$8M0.1%2026-Q1
VANGUARD GROUP INC trimmed10,919,990$896M12.0%2025-Q4 stale
Aware Super Pty Ltd as trustee of Aware Super added363,058$28M0.4%2025-Q1 stale
JUPITER ASSET MANAGEMENT LTD trimmed277,462$24M0.3%2025-Q3 stale
Azora Capital LP trimmed216,465$18M0.2%2025-Q4 stale
Sumitomo Mitsui Trust Group, Inc. added220,410$17M0.2%2025-Q1 stale
Brandywine Global Investment Management, LLC added179,610$15M0.2%2025-Q4 stale
D. E. Shaw & Co., Inc. added145,566$13M0.2%2025-Q2 stale
Achmea Investment Management B.V. added154,627$12M0.2%2025-Q1 stale
M&G PLC added134,004$11M0.1%2025-Q4 stale
Candriam S.C.A. added135,207$10M0.1%2025-Q1 stale
SCHRODER INVESTMENT MANAGEMENT GROUP added100,359$8M0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed106,499$8M0.1%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.

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