SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments 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 3.21% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	70.15%	23.93%	5.91%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Asset Management Stocks	41.88%	9.11%	49.01%

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	70.56K	4.76%	$5.82M
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
Court place advisors	58.24K	1.56%	$4.80M
Beutel, goodman	4.06M	1.39%	$262.44M
Foyston, gordon, & payne	82.10K	1.31%	$5.31M
Leith wheeler investment counsel	218.91K	1.22%	$14.16M
Tandem investment advisors	433.08K	1.11%	$28.02M
West coast financial	118.10K	1.07%	$9.74M

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
Umb bank, n.a.	110.28K	0.14%	110.28K	$9.10M
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

Sold Out

Holder	Change
Tfo-tdc	-5.00
Kayne anderson rudnick investment management	-7.00
Capital advisors	-8.00
Advisornet financial	-10.00
Massmutual trust co fsb/adv	-12.00

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	4.14M	3.21%	-67.91K
Vanguard Total Stock Mkt Idx Inv	3.61M	2.80%	-63.90K
iShares Core S&P Mid-Cap ETF	3.19M	2.48%	10.61K
Vanguard Small Cap Index	2.95M	2.29%	3.52K
Loomis Sayles Growth Y	2.24M	1.73%	-35.94K
Vanguard Small Cap Value Index Inv	1.96M	1.52%	-32.32K
Vanguard Institutional Extnd Mkt Idx Tr	1.47M	1.14%	-2.14K
Invesco Global Multi Cap Growth	1.22M	0.94%	76.40K
SPDR® S&P Dividend ETF	1.11M	0.86%	365.00
Loomis Sayles Large Cap Growth Trust C	1.03M	0.80%	-13.53K

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

Who Owns SEI Investments?

SEI Investments shareholders are primarily institutional investors at 70.15%, followed by 23.93% insiders and 5.92% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 41.88%, which SEI Investments exceeds.

Who owns the most shares of SEI Investments?

SEI Investments’s largest shareholders are Vanguard group (11.84M shares, 9.01%), Blackrock (11.49M shares, 8.75%), and Loomis sayles & co l p (9.44M shares, 7.19%). Together, they hold 24.94% of SEI Investments’s total shares outstanding.

Does Blackrock own SEI Investments?

Yes, BlackRock owns 8.75% of SEI Investments, totaling 11.49M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 743.51M$. In the last quarter, BlackRock decreased its holdings by -221K shares, a -1.89% change.

Who is SEI Investments’s biggest shareholder by percentage of total assets invested?

Rk asset management is SEI Investments’s biggest shareholder by percentage of total assets invested, with 4.76% of its assets in 70.56K SEI Investments shares, valued at 5.82M$.

Who is the top mutual fund holder of SEI Investments shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of SEI Investments shares, with 3.21% of its total shares outstanding invested in 4.14M SEI Investments shares.

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