SEI Investments Company Ownership | Who Owns SEI Investments Company?
SEI Investments Company Ownership Summary
SEI Investments Company is owned by 70.15% institutional investors, 23.93% insiders, and 5.91% retail investors. Vanguard group is the largest institutional shareholder, holding 9.01% of SEIC shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.26% of its assets in SEI Investments Company shares.
SEIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SEI Investments Company | 70.15% | 23.93% | 5.91% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.84M | 9.01% | $765.81M |
| Blackrock | 11.49M | 8.75% | $743.51M |
| Loomis sayles & co l p | 9.44M | 7.19% | $610.83M |
| State street | 6.11M | 4.65% | $395.34M |
| Morgan stanley | 5.95M | 4.53% | $384.74M |
| Beutel, goodman | 4.06M | 3.09% | $262.44M |
| Bank of america corp /de/ | 3.04M | 2.31% | $196.46M |
| Invesco | 2.40M | 1.82% | $154.94M |
| Geode capital management | 2.22M | 1.69% | $143.38M |
| Royce & associates lp | 1.46M | 1.11% | $94.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rk asset management | 67.70K | 3.78% | $4.38M |
| Hahn capital management | 88.22K | 2.71% | $5.71M |
| Jlb & associates | 285.80K | 2.50% | $18.49M |
| Taylor hoffman wealth management | 62.76K | 1.65% | $4.05M |
| Beutel, goodman | 4.06M | 1.39% | $262.44M |
| Foyston, gordon, & payne | 82.10K | 1.31% | $5.31M |
| Court place advisors | 61.00K | 1.24% | $3.95M |
| Leith wheeler investment counsel | 218.91K | 1.22% | $14.16M |
| Tandem investment advisors | 433.08K | 1.11% | $28.02M |
| Aurora investment counsel | 25.02K | 0.95% | $1.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 6.11M | 0.02% | 289.23K |
| Dimensional fund advisors lp | 1.38M | 0.02% | 222.63K |
| Voloridge investment management | 393.59K | 0.09% | 220.03K |
| Balyasny asset management | 219.51K | 0.02% | 146.31K |
| Norges bank | 143.53K | 0.00% | 143.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | - | - | -819.88K |
| Great west life assurance co /can/ | 100.34K | 0.01% | -812.23K |
| Tandem investment advisors | 433.08K | 1.11% | -288.19K |
| Ophir asset management pty | - | - | -254.62K |
| Thrivent financial for lutherans | 210.10K | 0.03% | -232.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 143.53K | 0.00% | 143.53K | $9.28M |
| Corebridge financial | 126.31K | 0.04% | 126.31K | $8.17M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 73.65K | 0.05% | 73.65K | $4.76M |
| D. e. shaw | 55.20K | 0.00% | 55.20K | $3.57M |
| Nebula research & development | 38.12K | 0.40% | 38.12K | $2.47M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -5.00 |
| Kayne anderson rudnick investment management | -7.00 |
| Capital advisors | -8.00 |
| Massmutual trust co fsb/adv | -12.00 |
| Northwest financial advisors | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 489 | -0.20% | 90,790,731 | -2.12% | 70 | 1.40% | 216 | -6.09% | 178 | 7.88% |
| Jun 30, 2024 | 485 | 2.75% | 92,666,613 | -0.98% | 70 | 1.39% | 227 | 19.47% | 164 | -7.87% |
| Mar 31, 2024 | 472 | -3.48% | 93,579,831 | 0.99% | 71 | 1.46% | 190 | -11.21% | 178 | -1.11% |
| Dec 31, 2023 | 489 | 7.00% | 92,662,171 | -0.00% | 69 | 1.42% | 214 | 7.54% | 180 | 10.43% |
| Sep 30, 2023 | 457 | 0.66% | 92,663,059 | -0.25% | 70 | 1.43% | 199 | 2.05% | 163 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 4.21M | 3.26% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.72M | 2.88% | -7.99K |
| iShares Core S&P Mid-Cap ETF | 3.17M | 2.46% | 6.20K |
| Vanguard Small Cap Index | 2.93M | 2.28% | 5.75K |
| Loomis Sayles Growth Y | 2.31M | 1.79% | -7.49K |
| Vanguard Small Cap Value Index Inv | 1.98M | 1.54% | -684.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.45M | 1.13% | -4.86K |
| Invesco Global Opportunities A | 1.22M | 0.94% | - |
| Invesco Global Multi Cap Growth | 1.22M | 0.94% | 76.40K |
| SPDR® S&P Dividend ETF | 1.11M | 0.86% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | WEST ALFRED P JR | Executive Chairman | Sell | $1.15M |
| Dec 13, 2024 | WEST ALFRED P JR | Executive Chairman | Sell | $6.93M |
| Dec 13, 2024 | WEST ALFRED P JR | Executive Chairman | Sell | $1.10M |
| Dec 13, 2024 | WEST ALFRED P JR | Executive Chairman | Sell | $43.63K |
| Dec 16, 2024 | WEST ALFRED P JR | Executive Chairman | Sell | $2.96M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | - | 9 |
SEIC Ownership FAQ
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