SEI Investments Company Ownership 2024 | Who Owns SEI Investments Company Now?
Institutional Ownership
70.31%
Insider Ownership
23.82%
Retail Ownership
5.86%
Institutional Holders
474.00
SEI Investments Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.01% | 0.01% | 11,838,103 | -5,492 | -0.05% | 765,806,883 | Jun 30, 2024 |
| BLACKROCK INC. | 8.75% | 0.02% | 11,493,443 | -221,137 | -1.89% | 743,510,820 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 7.19% | 0.84% | 9,442,405 | 75,101 | 0.80% | 610,829,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.65% | 0.02% | 6,111,320 | 289,228 | 4.97% | 395,341,291,000 | Jun 30, 2024 |
| MORGAN STANLEY | 4.53% | 0.03% | 5,947,415 | -2,044 | -0.03% | 384,738,541 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 3.09% | 1.39% | 4,056,859 | 38,512 | 0.96% | 262,438,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.31% | 0.02% | 3,037,016 | -12,712 | -0.42% | 196,464,572 | Jun 30, 2024 |
| INVESCO LTD. | 1.82% | 0.03% | 2,395,105 | 23,684 | 1.00% | 154,939,342 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.69% | 0.01% | 2,219,726 | 118,850 | 5.66% | 143,384,462 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.11% | 0.89% | 1,463,578 | -807 | -0.06% | 94,678,861 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.05% | 0.02% | 1,380,311 | 222,631 | 19.23% | 89,291,331 | Jun 30, 2024 |
| BOSTON TRUST WALDEN CORP | 0.99% | 0.62% | 1,296,342 | -3,738 | -0.29% | 83,860,345 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.90% | 0.01% | 1,186,439 | 36,810 | 3.20% | 76,750,726 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.77% | 0.01% | 1,012,386 | -13,201 | -1.29% | 65,491,285 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.01% | 1,006,553 | 75,719 | 8.13% | 65,113,913,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.68% | 0.06% | 896,716 | -156,649 | -14.87% | 58,008,559 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.64% | 0.07% | 840,954 | 142,228 | 20.36% | 54,401,314 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.62% | 2.44% | 819,875 | 199,093 | 32.07% | 53,037,714 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.51% | 0.10% | 675,275 | -3,054 | -0.45% | 43,684,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.51% | 0.01% | 667,500 | 15,105 | 2.32% | 43,180,575 | Jun 30, 2024 |
SEI Investments Company's largest institutional shareholder is VANGUARD GROUP INC, holding 9.01% of the company's total share outstanding, currently valued at $765.81M. The top 10 institutional shareholders own together 44.14% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RK ASSET MANAGEMENT, LLC | 0.05% | 3.78% | 67,700 | -245 | -0.36% | 4,380,000 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 0.19% | 2.92% | 254,623 | -160,632 | -38.68% | 16,471,562 | Jun 30, 2024 |
| HAHN CAPITAL MANAGEMENT LLC | 0.07% | 2.71% | 88,222 | 21,994 | 33.21% | 5,707,081 | Jun 30, 2024 |
| JLB & ASSOCIATES INC | 0.22% | 2.50% | 285,802 | -641 | -0.22% | 18,488,531 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.62% | 2.44% | 819,875 | 199,093 | 32.07% | 53,037,714 | Jun 30, 2024 |
| TAYLOR HOFFMAN WEALTH MANAGEMENT | 0.05% | 1.65% | 62,760 | 1,490 | 2.43% | 4,051,786 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 3.09% | 1.39% | 4,056,859 | 38,512 | 0.96% | 262,438,000 | Jun 30, 2024 |
| FOYSTON, GORDON, & PAYNE INC | 0.06% | 1.31% | 82,102 | 791 | 0.97% | 5,311,178 | Jun 30, 2024 |
| COURT PLACE ADVISORS, LLC | 0.05% | 1.24% | 61,000 | -1,757 | -2.80% | 3,946,060 | Jun 30, 2024 |
| LEITH WHEELER INVESTMENT COUNSEL LTD. | 0.17% | 1.22% | 218,906 | 1,600 | 0.74% | 14,161,030 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.33% | 1.11% | 433,078 | -288,192 | -39.96% | 28,016,000 | Jun 30, 2024 |
| WEST COAST FINANCIAL LLC | 0.09% | 0.89% | 116,128 | 63,537 | 120.81% | 7,512,341 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.11% | 0.89% | 1,463,578 | -807 | -0.06% | 94,678,861 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 7.19% | 0.84% | 9,442,405 | 75,101 | 0.80% | 610,829,000 | Jun 30, 2024 |
| GOULD CAPITAL, LLC | 0.01% | 0.76% | 16,653 | 420 | 2.59% | 1,077,283 | Jun 30, 2024 |
| AMERICAN CAPITAL MANAGEMENT INC | 0.23% | 0.66% | 304,324 | -1,285 | -0.42% | 19,686,720 | Jun 30, 2024 |
| BOSTON TRUST WALDEN CORP | 0.99% | 0.62% | 1,296,342 | -3,738 | -0.29% | 83,860,345 | Jun 30, 2024 |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.03% | 0.55% | 37,504 | - | - | 2,426,134 | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | 0.14% | 0.55% | 177,527 | 10,036 | 5.99% | 11,484,222 | Jun 30, 2024 |
| THRIVE WEALTH MANAGEMENT, LLC | 0.03% | 0.53% | 41,928 | 1,205 | 2.96% | 2,712,326 | Jun 30, 2024 |
The largest SEI Investments Company shareholder by % of total assets is RK ASSET MANAGEMENT, LLC. The company owns 67.70K shares of SEI Investments Company (SEIC), representing 3.78% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 4.65% | 0.02% | 6,111,320 | 289,228 | 4.97% | 395,341,291,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.05% | 0.02% | 1,380,311 | 222,631 | 19.23% | 89,291,331 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.30% | 0.09% | 393,594 | 220,027 | 126.77% | 25,461,596 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.16% | 0.46% | 208,000 | 208,000 | 100.00% | 13,455,520 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.62% | 2.44% | 819,875 | 199,093 | 32.07% | 53,037,714 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.17% | 0.02% | 219,513 | 146,306 | 199.85% | 14,200,296 | Jun 30, 2024 |
| NORGES BANK | 0.11% | 0.00% | 143,529 | 143,529 | 100.00% | 9,284,891 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.64% | 0.07% | 840,954 | 142,228 | 20.36% | 54,401,314 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.04% | 126,313 | 126,313 | 100.00% | 8,171,188 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.41% | 0.01% | 535,611 | 124,889 | 30.41% | 34,648,676 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.09% | 0.07% | 120,372 | 120,372 | 100.00% | 7,786,865 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.69% | 0.01% | 2,219,726 | 118,850 | 5.66% | 143,384,462 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.01% | 1,006,553 | 75,719 | 8.13% | 65,113,913,000 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 7.19% | 0.84% | 9,442,405 | 75,101 | 0.80% | 610,829,000 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.06% | 0.05% | 73,647 | 73,647 | 100.00% | 4,764,000 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.05% | 0.14% | 65,300 | 65,300 | 100.00% | 4,224,257 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.05% | 0.06% | 64,655 | 64,655 | 100.00% | 4,182,532 | Jun 30, 2024 |
| WEST COAST FINANCIAL LLC | 0.09% | 0.89% | 116,128 | 63,537 | 120.81% | 7,512,341 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.06% | 0.01% | 82,909 | 61,074 | 279.71% | 5,363,384 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.04% | 0.00% | 55,197 | 55,197 | 100.00% | 3,570,694 | Jun 30, 2024 |
As of Jun 30 2024, SEI Investments Company's largest institutional buyer is STATE STREET CORP. The company purchased 289.23K stocks of SEIC, valued at $395.34B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.08% | 0.01% | 100,337 | -812,228 | -89.00% | 6,493,000 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.33% | 1.11% | 433,078 | -288,192 | -39.96% | 28,016,000 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.16% | 0.03% | 210,101 | -232,951 | -52.58% | 13,591,000 | Jun 30, 2024 |
| BLACKROCK INC. | 8.75% | 0.02% | 11,493,443 | -221,137 | -1.89% | 743,510,820 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.28% | 0.01% | 365,074 | -188,017 | -33.99% | 23,616,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.02% | 151,448 | -168,842 | -52.72% | 9,797,171 | Jun 30, 2024 |
| OPHIR ASSET MANAGEMENT PTY LTD | 0.19% | 2.92% | 254,623 | -160,632 | -38.68% | 16,471,562 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.68% | 0.06% | 896,716 | -156,649 | -14.87% | 58,008,559 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 0.02% | 0.00% | 27,061 | -151,455 | -84.84% | 1,633,381 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.01% | 92,768 | -139,522 | -60.06% | 6,001,162 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -131,974 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.31% | 0.07% | 413,639 | -114,814 | -21.73% | 26,758,306 | Jun 30, 2024 |
| SIENNA GESTION | 0.01% | 0.04% | 6,658 | -107,390 | -94.16% | 430,505 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.15% | 0.01% | 192,388 | -94,824 | -33.02% | 12,445,580 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.27% | 0.07% | 356,286 | -78,768 | -18.11% | 23,040,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.15% | 0.02% | 196,426 | -78,100 | -28.45% | 12,706,798 | Jun 30, 2024 |
| BARCLAYS PLC | 0.14% | 0.00% | 182,175 | -75,316 | -29.25% | 11,786,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -61,530 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.02% | 0.01% | 29,482 | -59,913 | -67.02% | 1,907,191 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.05% | 0.03% | 69,013 | -53,667 | -43.75% | 4,464,450 | Jun 30, 2024 |
As of Jun 30 2024, SEI Investments Company's biggest institutional seller is GREAT WEST LIFE ASSURANCE CO /CAN/. The company sold -0.81M shares of SEIC, valued at $6.49M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PORTMAN SQUARE CAPITAL LLP | 0.16% | 0.46% | 208,000 | 208,000 | 100.00% | 13,455,520 | Jun 30, 2024 |
| NORGES BANK | 0.11% | 0.00% | 143,529 | 143,529 | 100.00% | 9,284,891 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.10% | 0.04% | 126,313 | 126,313 | 100.00% | 8,171,188 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.09% | 0.07% | 120,372 | 120,372 | 100.00% | 7,786,865 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.06% | 0.05% | 73,647 | 73,647 | 100.00% | 4,764,000 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.05% | 0.14% | 65,300 | 65,300 | 100.00% | 4,224,257 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.04% | 0.00% | 55,197 | 55,197 | 100.00% | 3,570,694 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.40% | 38,123 | 38,123 | 100.00% | 2,466,177 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.03% | 0.01% | 35,755 | 35,755 | 100.00% | 2,312,991 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.03% | 0.02% | 33,881 | 33,881 | 100.00% | 2,191,762 | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.03% | 0.11% | 33,795 | 33,795 | 100.00% | 2,174,370 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.02% | 0.21% | 20,360 | 20,360 | 100.00% | 1,317,088 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.02% | 0.04% | 20,247 | 20,247 | 100.00% | 1,309,778 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.09% | 15,671 | 15,671 | 100.00% | 1,013,757 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.01% | 0.46% | 11,651 | 11,651 | 100.00% | 753,703 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.01% | 0.15% | 11,496 | 11,496 | 100.00% | 744,000 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.50% | 10,431 | 10,431 | 100.00% | 674,781 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.01% | 9,485 | 9,485 | 100.00% | 613,585 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.01% | 0.07% | 9,448 | 9,448 | 100.00% | 611,191 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.01% | 8,326 | 8,326 | 100.00% | 538,609 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.02% | 5,474 | 5,474 | 100.00% | 354,131 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.08% | 5,356 | 5,356 | 100.00% | 344,498 | Jun 30, 2024 |
| GRATUS CAPITAL LLC | 0.00% | 0.01% | 4,485 | 4,485 | 100.00% | 290,164 | Jun 30, 2024 |
| STONEGATE INVESTMENT GROUP, LLC | 0.00% | 0.01% | 3,689 | 3,689 | 100.00% | 238,641 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.02% | 3,288 | 3,288 | 100.00% | 212,701 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.01% | 2,991 | 2,991 | 100.00% | 193,488 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.00% | 2,300 | 2,300 | 100.00% | 148,787 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 1,182 | 1,182 | 100.00% | 76,464 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.00% | 0.00% | 803 | 803 | 100.00% | 51,946 | Jun 30, 2024 |
| 0.00% | 0.01% | 465 | 465 | 100.00% | 30,081 | Jun 30, 2024 | |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 255 | 255 | 100.00% | 16,496 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | 0.00% | 229 | 229 | 100.00% | 14,814 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 195 | 195 | 100.00% | 12,615 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | 0.00% | 0.00% | 179 | 179 | 100.00% | 11,580 | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | 0.00% | 0.00% | 133 | 133 | 100.00% | 8,604 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | 0.00% | 0.00% | 104 | 104 | 100.00% | 6,728 | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0.00% | 0.00% | 96 | 96 | 100.00% | 6,000 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | 0.00% | 90 | 90 | 100.00% | 5,822 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 71 | 71 | 100.00% | 4,593 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | 0.00% | 34 | 34 | 100.00% | 2,199 | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | 22 | 22 | 100.00% | 1,423 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 19 | 19 | 100.00% | 1,229 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | 0.00% | 8 | 8 | 100.00% | 1,000 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 65 | Jun 30, 2024 |
SEI Investments Company's largest new institutional shareholder by number of shares is PORTMAN SQUARE CAPITAL LLP, purchased 208.00K shares, valued at $13.46M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -131,974 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -61,530 | -100.00% | - | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | - | - | - | -49,490 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | - | - | - | -27,163 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -17,057 | -100.00% | - | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -15,385 | -100.00% | - | Jun 30, 2024 |
| ELO MUTUAL PENSION INSURANCE CO | - | - | - | -10,220 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -6,873 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -6,592 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -6,199 | -100.00% | - | Jun 30, 2024 |
| ALPHAQ ADVISORS LLC | - | - | - | -4,339 | -100.00% | - | Jun 30, 2024 |
| ARNHOLD LLC | - | - | - | -3,675 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -3,646 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| PROFUND ADVISORS LLC | - | - | - | -3,413 | -100.00% | - | Jun 30, 2024 |
| HILLTOP HOLDINGS INC. | - | - | - | -3,372 | -100.00% | - | Jun 30, 2024 |
| LEO WEALTH, LLC | - | - | - | -3,160 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -3,087 | -100.00% | - | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -2,831 | -100.00% | - | Jun 30, 2024 |
| B. METZLER SEEL. SOHN & CO. AG | - | - | - | -2,825 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| UNISUPER MANAGEMENT PTY LTD | - | - | - | -1,600 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -1,477 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -373 | -100.00% | - | Jun 30, 2024 |
| SANDY SPRING BANK | - | - | - | -256 | -100.00% | - | Jun 30, 2024 |
| REDMONT WEALTH ADVISORS LLC | - | - | - | -192 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -166 | -100.00% | - | Jun 30, 2024 |
| WEBSTER BANK, N. A. | - | - | - | -73 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
SEI Investments Company's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.13M shares, valued at -, as of undefined.
SEI Investments Company Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PARNASSUS FUNDS | 18.02% | 27,014,461 | - | - | Mar 31, 2024 |
| TORRAY FUND | 1.76% | 222,850 | - | - | Sep 30, 2022 |
| DIVIDEND & INCOME FUND | 1.03% | 45,000 | - | - | Dec 31, 2023 |
| Papp Investment Trust | 0.62% | 8,000 | - | - | Feb 29, 2024 |
| FOXBY CORP. | 0.53% | 3,000 | - | - | Jun 30, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.42% | 159,600 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.41% | 328,494 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.39% | 4,259,526 | - | - | Mar 31, 2024 |
| SPARROW FUNDS | 0.37% | 1,320 | 1,320 | - | Feb 29, 2024 |
| NICHOLAS II, INC | 0.33% | 155,000 | - | - | Dec 31, 2023 |
| OSI ETF Trust | 0.32% | 55,659 | 2,990 | 5.68% | Mar 31, 2022 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.21% | 815,102 | 4,354 | 0.54% | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.20% | 451,318 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.16% | 83,098 | - | - | Mar 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.16% | 418,118 | -18,357 | -4.21% | Mar 28, 2024 |
| ROYCE FUND | 0.15% | 989,943 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.14% | 61,840 | -4,560 | -6.87% | Jan 31, 2024 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.13% | 24,050 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.12% | 23,199 | 23,199 | - | Mar 28, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.10% | 11,343 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 810,002 | -205,041 | -20.20% | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.08% | 900 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.07% | 164,000 | - | - | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.07% | 2,060 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.07% | 2,800 | - | - | Feb 29, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.06% | 488,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust II | 0.05% | 974 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.05% | 11,262 | -610 | -5.14% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 203,621 | -3,283 | -1.59% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.05% | 175,701 | 64,312 | 57.74% | Jan 31, 2024 |
| VIRTUS EQUITY TRUST | 0.04% | 347,583 | - | - | Mar 28, 2024 |
| AMG Funds IV | 0.04% | 124,774 | - | - | Jan 31, 2024 |
| TrimTabs ETF Trust | 0.04% | 24,624 | 13,131 | 114.25% | Jan 31, 2024 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.03% | 1,139,917 | 698,191 | 158.06% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 69,270 | - | - | Mar 31, 2024 |
| Brown Advisory Funds | 0.02% | 911,650 | 29,850 | 3.39% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 10,211,196 | -1,398,259 | -12.04% | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 12,479 | -612 | -4.67% | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.02% | 41,182 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.02% | 496,518 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 24,154 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 459 | -65 | -12.40% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 86,991 | 1,351 | 1.58% | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 4,409 | - | - | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 12,054 | - | - | Mar 31, 2022 |
| Humankind Benefit Corp | 0.01% | 293 | 13 | 4.64% | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.01% | 84,762 | -85,621 | -50.25% | Aug 31, 2023 |
| Natixis Funds Trust IV | 0.01% | 3,606 | 37 | 1.04% | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 578,693 | 409 | 0.07% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 33,709 | 527 | 1.59% | Feb 29, 2024 |
| ALPS ETF Trust | 0.01% | 131,485 | 23,703 | 21.99% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,167 | - | - | Mar 31, 2024 |
| AMG Funds II | 0.01% | 4,120 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 44,453 | 583 | 1.33% | Mar 28, 2024 |
| Collaborative Investment Series Trust | 0.01% | 1,301 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 18,786 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 22,081 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.01% | -141 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 38,989 | -2,933 | -7.00% | Mar 31, 2020 |
| Virtus Investment Trust | 0.01% | 227,180 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 549,587 | 194,099 | 54.60% | Jan 31, 2024 |
| Meeder Funds | 0.01% | 27,370 | - | - | Mar 31, 2024 |
| CALVERT WORLD VALUES FUND INC | 0.01% | 35,446 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 11,710 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 25,315 | 24,698 | 4002.92% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 954,570 | 25,266 | 2.72% | Feb 29, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 2,478 | 716 | 40.64% | Sep 30, 2020 |
| MML SERIES INVESTMENT FUND | 0.00% | 39,650 | -1,026 | -2.52% | Dec 31, 2023 |
| HUSSMAN INVESTMENT TRUST | 0.00% | 14,400 | - | - | Dec 31, 2023 |
| TOCQUEVILLE TRUST | 0.00% | 500 | - | - | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 80,000 | - | - | Jan 31, 2024 |
| Aspiriant Trust | 0.00% | 36,046 | - | - | Dec 31, 2023 |
| Goldman Sachs ETF Trust II | 0.00% | 3,364 | -315 | -8.56% | Feb 29, 2024 |
| CALVERT VARIABLE SERIES INC | 0.00% | 5,609 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,400 | - | - | Dec 31, 2023 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 54,931 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,051 | -95 | -4.43% | Sep 30, 2023 |
| AMG Funds I | 0.00% | 5,661 | - | - | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 285,259 | -8,145 | -2.78% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 61,056 | - | - | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 4,341 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 278,896 | 113,412 | 68.53% | Mar 28, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 10,223 | 850 | 9.07% | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 72,589 | -5,777 | -7.37% | Mar 31, 2024 |
| AMG FUNDS III | 0.00% | 12,247 | - | - | Mar 28, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 46,746 | 25,332 | 118.30% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 5,255 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 10,258 | - | - | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.00% | 56,889 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 88,660 | 967 | 1.10% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 2,799 | -77 | -2.68% | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 466,161 | -83,917 | -15.26% | Feb 29, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 521 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 32,290 | 29,361 | 1002.42% | Jan 31, 2024 |
| M FUND INC | 0.00% | 800 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 21,750 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 6,592 | - | - | Mar 28, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.00% | 4,500 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 57,895 | -1,140 | -1.93% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 337,196 | -6,292 | -1.83% | Jan 31, 2024 |
SEI Investments Company's largest mutual fund holder by % of total assets is "PARNASSUS FUNDS", owning 27.01M shares, compromising 18.02% of its total assets.
SEI Investments Company Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 474 | 0.64% |
| 31 Mar, 24 | 471 | -3.48% |
| 31 Dec, 23 | 488 | 7.02% |
| 30 Sep, 23 | 456 | 0.88% |
| 30 Jun, 23 | 452 | 4.15% |
| 31 Mar, 23 | 434 | -2.47% |
| 31 Dec, 22 | 445 | 4.46% |
| 30 Sep, 22 | 426 | -4.48% |
| 30 Jun, 22 | 446 | -2.62% |
| 31 Mar, 22 | 458 | -2.76% |
| 31 Dec, 21 | 471 | 6.56% |
| 30 Sep, 21 | 442 | -0.23% |
| 30 Jun, 21 | 443 | 0.91% |
| 31 Mar, 21 | 439 | 0.23% |
| 31 Dec, 20 | 438 | 2.34% |
| 30 Sep, 20 | 428 | 0.23% |
| 30 Jun, 20 | 427 | 1.67% |
| 31 Mar, 20 | 420 | -3.89% |
| 31 Dec, 19 | 437 | 4.05% |
| 30 Sep, 19 | 420 | 2.44% |
| 30 Jun, 19 | 410 | -1.44% |
| 31 Mar, 19 | 416 | 3.23% |
| 31 Dec, 18 | 403 | -4.05% |
| 30 Sep, 18 | 420 | -3.45% |
| 30 Jun, 18 | 435 | 0.93% |
| 31 Mar, 18 | 431 | 1.89% |
| 31 Dec, 17 | 423 | 16.85% |
| 30 Sep, 17 | 362 | -0.82% |
| 30 Jun, 17 | 365 | - |
| 31 Mar, 17 | 365 | 1.96% |
| 31 Dec, 16 | 358 | - |
| 30 Sep, 16 | 358 | -1.10% |
| 30 Jun, 16 | 362 | 2.84% |
| 31 Mar, 16 | 352 | -3.03% |
| 31 Dec, 15 | 363 | 0.83% |
| 30 Sep, 15 | 360 | 7.46% |
| 30 Jun, 15 | 335 | 3.72% |
| 31 Mar, 15 | 323 | -0.31% |
| 31 Dec, 14 | 324 | 1.57% |
| 30 Sep, 14 | 319 | 5.28% |
| 30 Jun, 14 | 303 | 1.34% |
| 31 Mar, 14 | 299 | 1.36% |
| 31 Dec, 13 | 295 | 4.98% |
| 30 Sep, 13 | 281 | -2.09% |
| 30 Jun, 13 | 287 | 125.98% |
| 31 Mar, 13 | 127 | 22.12% |
| 31 Dec, 12 | 104 | 0.97% |
| 30 Sep, 12 | 103 | -6.36% |
| 30 Jun, 12 | 110 | 5.77% |
| 31 Mar, 12 | 104 | 11.83% |
| 31 Dec, 11 | 93 | -2.11% |
| 30 Sep, 11 | 95 | 2.15% |
| 30 Jun, 11 | 93 | -3.13% |
| 31 Mar, 11 | 96 | 9.09% |
| 31 Dec, 10 | 88 | -4.35% |
| 30 Sep, 10 | 92 | -4.17% |
| 30 Jun, 10 | 96 | 6.67% |
| 31 Mar, 10 | 90 | -1.10% |
| 31 Dec, 09 | 91 | -7.14% |
| 30 Sep, 09 | 98 | 2.08% |
| 30 Jun, 09 | 96 | 4.35% |
| 31 Mar, 09 | 92 | 1.10% |
| 31 Dec, 08 | 91 | 5.81% |
| 30 Sep, 08 | 86 | -1.15% |
| 30 Jun, 08 | 87 | -7.45% |
| 31 Mar, 08 | 94 | -6.93% |
| 31 Dec, 07 | 101 | 18.82% |
| 30 Sep, 07 | 85 | -2.30% |
| 30 Jun, 07 | 87 | 2.35% |
| 31 Mar, 07 | 85 | 7.59% |
| 31 Dec, 06 | 79 | -1.25% |
| 30 Sep, 06 | 80 | 8.11% |
| 30 Jun, 06 | 74 | -3.90% |
| 31 Mar, 06 | 77 | 8.45% |
| 31 Dec, 05 | 71 | 14.52% |
| 30 Sep, 05 | 62 | 1.64% |
| 30 Jun, 05 | 61 | -1.61% |
| 31 Mar, 05 | 62 | 16.98% |
| 31 Dec, 04 | 53 | 20.45% |
| 30 Sep, 04 | 44 | -12.00% |
| 30 Jun, 04 | 50 | -19.35% |
| 31 Mar, 04 | 62 | 10.71% |
| 31 Dec, 03 | 56 | 12.00% |
| 30 Sep, 03 | 50 | 35.14% |
| 30 Jun, 03 | 37 | 5.71% |
| 31 Mar, 03 | 35 | -7.89% |
| 31 Dec, 02 | 38 | 8.57% |
| 30 Sep, 02 | 35 | -2.78% |
| 30 Jun, 02 | 36 | -5.26% |
| 31 Mar, 02 | 38 | 22.58% |
| 31 Dec, 01 | 31 | 6.90% |
| 30 Sep, 01 | 29 | -25.64% |
| 30 Jun, 01 | 39 | 25.81% |
| 31 Mar, 01 | 31 | -18.42% |
| 31 Dec, 00 | 38 | 5.56% |
| 30 Sep, 00 | 36 | 50.00% |
| 30 Jun, 00 | 24 | 26.32% |
| 31 Mar, 00 | 19 | 5.56% |
| 31 Dec, 99 | 18 | -5.26% |
| 30 Sep, 99 | 19 | -9.52% |
| 30 Jun, 99 | 21 | 10.53% |
| 31 Mar, 99 | 19 | 850.00% |
| 31 Dec, 98 | 2 | - |
As of 30 Jun 24, 474 institutions are holding SEI Investments Company's shares, representing an increase of 0.64% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 92,404,478 | -1.26% |
| 31 Mar, 24 | 93,583,454 | 0.99% |
| 31 Dec, 23 | 92,661,706 | -0.00% |
| 30 Sep, 23 | 92,662,594 | -0.25% |
| 30 Jun, 23 | 92,893,967 | 0.14% |
| 31 Mar, 23 | 92,762,910 | -0.57% |
| 31 Dec, 22 | 93,293,144 | -0.92% |
| 30 Sep, 22 | 94,159,852 | -1.63% |
| 30 Jun, 22 | 95,715,965 | -0.66% |
| 31 Mar, 22 | 96,348,974 | -1.07% |
| 31 Dec, 21 | 97,395,856 | 0.83% |
| 30 Sep, 21 | 96,597,441 | -0.94% |
| 30 Jun, 21 | 97,518,232 | -0.49% |
| 31 Mar, 21 | 97,993,710 | 0.29% |
| 31 Dec, 20 | 97,712,525 | -8.99% |
| 30 Sep, 20 | 107,362,756 | 3.00% |
| 30 Jun, 20 | 104,231,499 | -5.33% |
| 31 Mar, 20 | 110,095,193 | -1.40% |
| 31 Dec, 19 | 111,659,579 | 6.95% |
| 30 Sep, 19 | 104,402,662 | -1.44% |
| 30 Jun, 19 | 105,930,734 | -0.27% |
| 31 Mar, 19 | 106,219,416 | -0.44% |
| 31 Dec, 18 | 106,690,658 | -2.82% |
| 30 Sep, 18 | 109,782,208 | -0.58% |
| 30 Jun, 18 | 110,427,650 | -1.76% |
| 31 Mar, 18 | 112,404,975 | 1.28% |
| 31 Dec, 17 | 110,985,292 | -1.27% |
| 30 Sep, 17 | 112,417,195 | 2.17% |
| 30 Jun, 17 | 110,033,385 | -1.37% |
| 31 Mar, 17 | 111,562,850 | -0.56% |
| 31 Dec, 16 | 112,190,159 | -1.29% |
| 30 Sep, 16 | 113,653,639 | -1.02% |
| 30 Jun, 16 | 114,828,909 | -1.07% |
| 31 Mar, 16 | 116,066,393 | 1.69% |
| 31 Dec, 15 | 114,137,255 | 1.46% |
| 30 Sep, 15 | 112,496,101 | -1.83% |
| 30 Jun, 15 | 114,593,749 | 0.38% |
| 31 Mar, 15 | 114,155,363 | -0.03% |
| 31 Dec, 14 | 114,188,662 | 0.54% |
| 30 Sep, 14 | 113,578,646 | 0.65% |
| 30 Jun, 14 | 112,839,813 | 0.96% |
| 31 Mar, 14 | 111,770,554 | 0.62% |
| 31 Dec, 13 | 111,081,901 | 0.56% |
| 30 Sep, 13 | 110,466,248 | 1.95% |
| 30 Jun, 13 | 108,356,311 | 173.04% |
| 31 Mar, 13 | 39,685,535 | -23.32% |
| 31 Dec, 12 | 51,751,379 | 15.21% |
| 30 Sep, 12 | 44,919,848 | -26.08% |
| 30 Jun, 12 | 60,765,464 | 1.98% |
| 31 Mar, 12 | 59,587,364 | -0.11% |
| 31 Dec, 11 | 59,655,846 | 2.29% |
| 30 Sep, 11 | 58,322,961 | -20.92% |
| 30 Jun, 11 | 73,752,189 | -1.91% |
| 31 Mar, 11 | 75,191,088 | 39.87% |
| 31 Dec, 10 | 53,758,414 | -20.27% |
| 30 Sep, 10 | 67,428,740 | -2.11% |
| 30 Jun, 10 | 68,879,710 | 53.68% |
| 31 Mar, 10 | 44,819,256 | 5.78% |
| 31 Dec, 09 | 42,371,567 | -18.53% |
| 30 Sep, 09 | 52,008,651 | 21.99% |
| 30 Jun, 09 | 42,632,418 | 1.41% |
| 31 Mar, 09 | 42,040,896 | 14.25% |
| 31 Dec, 08 | 36,798,064 | -0.62% |
| 30 Sep, 08 | 37,026,326 | 26.65% |
| 30 Jun, 08 | 29,235,214 | 8.98% |
| 31 Mar, 08 | 26,825,926 | -88.15% |
| 31 Dec, 07 | 226,446,365 | 441.60% |
| 30 Sep, 07 | 41,810,329 | 15.13% |
| 30 Jun, 07 | 36,316,412 | 131.80% |
| 31 Mar, 07 | 15,666,970 | -7.69% |
| 31 Dec, 06 | 16,971,728 | -15.23% |
| 30 Sep, 06 | 20,021,152 | 76.07% |
| 30 Jun, 06 | 11,370,835 | -31.03% |
| 31 Mar, 06 | 16,486,247 | 37.47% |
| 31 Dec, 05 | 11,992,539 | -38.68% |
| 30 Sep, 05 | 19,558,002 | 4.70% |
| 30 Jun, 05 | 18,679,548 | -9.88% |
| 31 Mar, 05 | 20,728,244 | 88.12% |
| 31 Dec, 04 | 11,018,626 | -25.75% |
| 30 Sep, 04 | 14,840,172 | 21.12% |
| 30 Jun, 04 | 12,252,574 | -28.04% |
| 31 Mar, 04 | 17,026,898 | 6.40% |
| 31 Dec, 03 | 16,003,351 | 83.46% |
| 30 Sep, 03 | 8,723,011 | -38.97% |
| 30 Jun, 03 | 14,292,232 | 16.99% |
| 31 Mar, 03 | 12,217,073 | 4.41% |
| 31 Dec, 02 | 11,701,281 | -6.51% |
| 30 Sep, 02 | 12,516,719 | -1.43% |
| 30 Jun, 02 | 12,697,843 | -32.24% |
| 31 Mar, 02 | 18,738,861 | 202.23% |
| 31 Dec, 01 | 6,200,179 | -52.92% |
| 30 Sep, 01 | 13,169,735 | 48.42% |
| 30 Jun, 01 | 8,873,229 | 30.04% |
| 31 Mar, 01 | 6,823,270 | -22.16% |
| 31 Dec, 00 | 8,765,786 | -1.70% |
| 30 Sep, 00 | 8,917,089 | 133.84% |
| 30 Jun, 00 | 3,813,339 | 273.50% |
| 31 Mar, 00 | 1,020,987 | 3.25% |
| 31 Dec, 99 | 988,829 | -13.58% |
| 30 Sep, 99 | 1,144,235 | -3.17% |
| 30 Jun, 99 | 1,181,749 | -13.89% |
| 31 Mar, 99 | 1,372,331 | 20197.75% |
| 31 Dec, 98 | 6,761 | - |
SEI Investments Company (SEIC) has 92.40M shares outstanding as of 30 Jun 24, down -1.26% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 70.31% | 1.39% |
| 31 Mar, 24 | 71.21% | 1.46% |
| 31 Dec, 23 | 69.88% | 1.42% |
| 30 Sep, 23 | 70.08% | 1.43% |
| 30 Jun, 23 | 69.92% | 1.46% |
| 31 Mar, 23 | 69.22% | 1.44% |
| 31 Dec, 22 | 69.25% | 1.43% |
| 30 Sep, 22 | 69.64% | 1.42% |
| 30 Jun, 22 | 70.16% | 1.44% |
| 31 Mar, 22 | 69.85% | 1.47% |
| 31 Dec, 21 | 68.97% | 1.46% |
| 30 Sep, 21 | 68.75% | 1.46% |
| 30 Jun, 21 | 68.64% | 1.47% |
| 31 Mar, 21 | 68.43% | 1.49% |
| 31 Dec, 20 | 67.82% | 1.25% |
| 30 Sep, 20 | 73.63% | 1.47% |
| 30 Jun, 20 | 70.68% | 1.30% |
| 31 Mar, 20 | 73.66% | 1.36% |
| 31 Dec, 19 | 73.68% | 1.54% |
| 30 Sep, 19 | 69.21% | 1.42% |
| 30 Jun, 19 | 69.75% | 1.45% |
| 31 Mar, 19 | 69.28% | 1.46% |
| 31 Dec, 18 | 68.81% | 1.39% |
| 30 Sep, 18 | 70.25% | 1.43% |
| 30 Jun, 18 | 70.09% | 1.37% |
| 31 Mar, 18 | 71.40% | 1.45% |
| 31 Dec, 17 | 70.17% | 1.38% |
| 30 Sep, 17 | 71.19% | 1.47% |
| 30 Jun, 17 | 69.50% | 1.41% |
| 31 Mar, 17 | 70.13% | 1.42% |
| 31 Dec, 16 | 70.26% | 1.41% |
| 30 Sep, 16 | 70.63% | 1.40% |
| 30 Jun, 16 | 70.97% | 1.40% |
| 31 Mar, 16 | 71.20% | 1.50% |
| 31 Dec, 15 | 68.87% | 1.49% |
| 30 Sep, 15 | 67.94% | 1.43% |
| 30 Jun, 15 | 68.97% | 1.47% |
| 31 Mar, 15 | 68.48% | 1.47% |
| 31 Dec, 14 | 68.32% | 1.49% |
| 30 Sep, 14 | 67.64% | 1.51% |
| 30 Jun, 14 | 66.93% | 1.54% |
| 31 Mar, 14 | 66.02% | 1.57% |
| 31 Dec, 13 | 64.75% | 1.56% |
| 30 Sep, 13 | 64.48% | 1.63% |
| 30 Jun, 13 | 62.92% | 11.90% |
| 31 Mar, 13 | 22.99% | 2.61% |
| 31 Dec, 12 | 29.69% | 4.43% |
| 30 Sep, 12 | 25.90% | 2.14% |
| 30 Jun, 12 | 34.76% | 3.04% |
| 31 Mar, 12 | 33.79% | 2.95% |
| 31 Dec, 11 | 33.83% | 3.28% |
| 30 Sep, 11 | 32.10% | 2.01% |
| 30 Jun, 11 | 39.96% | 2.44% |
| 31 Mar, 11 | 40.47% | 4.97% |
| 31 Dec, 10 | 28.52% | 2.22% |
| 30 Sep, 10 | 35.87% | 2.71% |
| 30 Jun, 10 | 36.38% | 6.53% |
| 31 Mar, 10 | 23.60% | 4.79% |
| 31 Dec, 09 | 22.20% | 2.99% |
| 30 Sep, 09 | 27.25% | 5.47% |
| 30 Jun, 09 | 22.32% | 4.61% |
| 31 Mar, 09 | 22.00% | 5.51% |
| 31 Dec, 08 | 19.98% | 5.35% |
| 30 Sep, 08 | 19.33% | 8.35% |
| 30 Jun, 08 | 15.21% | 8.10% |
| 31 Mar, 08 | 13.70% | 0.10% |
| 31 Dec, 07 | 115.66% | 24.62% |
| 30 Sep, 07 | 21.68% | 6.48% |
| 30 Jun, 07 | 18.29% | 29.23% |
| 31 Mar, 07 | 7.91% | 10.77% |
| 31 Dec, 06 | 8.57% | 8.43% |
| 30 Sep, 06 | 10.09% | 30.06% |
| 30 Jun, 06 | 5.79% | 8.20% |
| 31 Mar, 06 | 8.41% | 23.47% |
| 31 Dec, 05 | 5.99% | 6.31% |
| 30 Sep, 05 | 9.74% | 11.26% |
| 30 Jun, 05 | 9.30% | 8.95% |
| 31 Mar, 05 | 10.20% | 36.12% |
| 31 Dec, 04 | 5.31% | 10.28% |
| 30 Sep, 04 | 7.19% | 20.33% |
| 30 Jun, 04 | 5.95% | 8.83% |
| 31 Mar, 04 | 8.21% | 14.17% |
| 31 Dec, 03 | 7.61% | 43.37% |
| 30 Sep, 03 | 4.19% | 8.85% |
| 30 Jun, 03 | 6.88% | 20.85% |
| 31 Mar, 03 | 5.75% | 19.61% |
| 31 Dec, 02 | 5.41% | 16.20% |
| 30 Sep, 02 | 5.78% | 16.84% |
| 30 Jun, 02 | 5.86% | 8.03% |
| 31 Mar, 02 | 8.54% | 104.92% |
| 31 Dec, 01 | 2.85% | 7.96% |
| 30 Sep, 01 | 5.99% | 35.14% |
| 30 Jun, 01 | 4.13% | 43.24% |
| 31 Mar, 01 | 3.09% | 18.21% |
| 31 Dec, 00 | 4.12% | 23.15% |
| 30 Sep, 00 | 4.22% | 128.51% |
| 30 Jun, 00 | 1.81% | 777.50% |
| 31 Mar, 00 | 0.48% | 220.86% |
| 31 Dec, 99 | 0.47% | 154.83% |
| 30 Sep, 99 | 0.55% | 181.33% |
| 30 Jun, 99 | 0.55% | 137.83% |
| 31 Mar, 99 | 0.63% | 6252431.25% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, SEI Investments Company is held by 70.31% institutional shareholders, representing a 1.39% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 222 | 17.46% |
| 31 Mar, 24 | 189 | -11.68% |
| 31 Dec, 23 | 214 | 7.54% |
| 30 Sep, 23 | 199 | 2.05% |
| 30 Jun, 23 | 195 | 9.55% |
| 31 Mar, 23 | 178 | -8.72% |
| 31 Dec, 22 | 195 | 23.42% |
| 30 Sep, 22 | 158 | -15.96% |
| 30 Jun, 22 | 188 | -6.00% |
| 31 Mar, 22 | 200 | -3.85% |
| 31 Dec, 21 | 208 | 16.85% |
| 30 Sep, 21 | 178 | -7.77% |
| 30 Jun, 21 | 193 | 8.43% |
| 31 Mar, 21 | 178 | -4.30% |
| 31 Dec, 20 | 186 | 2.76% |
| 30 Sep, 20 | 181 | -5.24% |
| 30 Jun, 20 | 191 | 15.06% |
| 31 Mar, 20 | 166 | -11.23% |
| 31 Dec, 19 | 187 | -1.58% |
| 30 Sep, 19 | 190 | 8.57% |
| 30 Jun, 19 | 175 | -9.79% |
| 31 Mar, 19 | 194 | 9.60% |
| 31 Dec, 18 | 177 | 1.72% |
| 30 Sep, 18 | 174 | -11.68% |
| 30 Jun, 18 | 197 | 5.35% |
| 31 Mar, 18 | 187 | -8.33% |
| 31 Dec, 17 | 204 | 21.43% |
| 30 Sep, 17 | 168 | -1.18% |
| 30 Jun, 17 | 170 | -6.08% |
| 31 Mar, 17 | 181 | 23.97% |
| 31 Dec, 16 | 146 | - |
| 30 Sep, 16 | 146 | -13.61% |
| 30 Jun, 16 | 169 | -6.11% |
| 31 Mar, 16 | 180 | 5.88% |
| 31 Dec, 15 | 170 | 0.59% |
| 30 Sep, 15 | 169 | 11.18% |
| 30 Jun, 15 | 152 | 11.76% |
| 31 Mar, 15 | 136 | -6.21% |
| 31 Dec, 14 | 145 | 9.02% |
| 30 Sep, 14 | 133 | 8.13% |
| 30 Jun, 14 | 123 | -6.82% |
| 31 Mar, 14 | 132 | -1.49% |
| 31 Dec, 13 | 134 | -2.19% |
| 30 Sep, 13 | 137 | -36.57% |
| 30 Jun, 13 | 216 | 195.89% |
| 31 Mar, 13 | 73 | 30.36% |
| 31 Dec, 12 | 56 | 9.80% |
| 30 Sep, 12 | 51 | -5.56% |
| 30 Jun, 12 | 54 | 25.58% |
| 31 Mar, 12 | 43 | -6.52% |
| 31 Dec, 11 | 46 | -17.86% |
| 30 Sep, 11 | 56 | 14.29% |
| 30 Jun, 11 | 49 | -12.50% |
| 31 Mar, 11 | 56 | 16.67% |
| 31 Dec, 10 | 48 | 29.73% |
| 30 Sep, 10 | 37 | -32.73% |
| 30 Jun, 10 | 55 | 52.78% |
| 31 Mar, 10 | 36 | -20.00% |
| 31 Dec, 09 | 45 | -10.00% |
| 30 Sep, 09 | 50 | 6.38% |
| 30 Jun, 09 | 47 | -6.00% |
| 31 Mar, 09 | 50 | -3.85% |
| 31 Dec, 08 | 52 | 8.33% |
| 30 Sep, 08 | 48 | -5.88% |
| 30 Jun, 08 | 51 | 8.51% |
| 31 Mar, 08 | 47 | -26.56% |
| 31 Dec, 07 | 64 | 52.38% |
| 30 Sep, 07 | 42 | -48.15% |
| 30 Jun, 07 | 81 | 62.00% |
| 31 Mar, 07 | 50 | 28.21% |
| 31 Dec, 06 | 39 | 8.33% |
| 30 Sep, 06 | 36 | - |
| 30 Jun, 06 | 36 | -12.20% |
| 31 Mar, 06 | 41 | -8.89% |
| 31 Dec, 05 | 45 | 50.00% |
| 30 Sep, 05 | 30 | 7.14% |
| 30 Jun, 05 | 28 | -34.88% |
| 31 Mar, 05 | 43 | 26.47% |
| 31 Dec, 04 | 34 | 41.67% |
| 30 Sep, 04 | 24 | -4.00% |
| 30 Jun, 04 | 25 | -35.90% |
| 31 Mar, 04 | 39 | 30.00% |
| 31 Dec, 03 | 30 | -14.29% |
| 30 Sep, 03 | 35 | 45.83% |
| 30 Jun, 03 | 24 | 20.00% |
| 31 Mar, 03 | 20 | 5.26% |
| 31 Dec, 02 | 19 | -9.52% |
| 30 Sep, 02 | 21 | 5.00% |
| 30 Jun, 02 | 20 | -23.08% |
| 31 Mar, 02 | 26 | 23.81% |
| 31 Dec, 01 | 21 | 23.53% |
| 30 Sep, 01 | 17 | -29.17% |
| 30 Jun, 01 | 24 | -17.24% |
| 31 Mar, 01 | 29 | 52.63% |
| 31 Dec, 00 | 19 | -17.39% |
| 30 Sep, 00 | 23 | -4.17% |
| 30 Jun, 00 | 24 | 242.86% |
| 31 Mar, 00 | 7 | - |
| 31 Dec, 99 | 7 | -56.25% |
| 30 Sep, 99 | 16 | 6.67% |
| 30 Jun, 99 | 15 | -16.67% |
| 31 Mar, 99 | 18 | 800.00% |
| 31 Dec, 98 | 2 | - |
222 institutional shareholders have increased their position in SEIC stock as of 30 Jun 24 compared to 189 in the previous quarter (a 17.46% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 162 | -8.99% |
| 31 Mar, 24 | 178 | -1.11% |
| 31 Dec, 23 | 180 | 10.43% |
| 30 Sep, 23 | 163 | - |
| 30 Jun, 23 | 163 | -5.78% |
| 31 Mar, 23 | 173 | 7.45% |
| 31 Dec, 22 | 161 | -4.17% |
| 30 Sep, 22 | 168 | 3.70% |
| 30 Jun, 22 | 162 | 3.85% |
| 31 Mar, 22 | 156 | -1.89% |
| 31 Dec, 21 | 159 | 0.63% |
| 30 Sep, 21 | 158 | 6.04% |
| 30 Jun, 21 | 149 | -11.83% |
| 31 Mar, 21 | 169 | - |
| 31 Dec, 20 | 169 | 12.67% |
| 30 Sep, 20 | 150 | 2.04% |
| 30 Jun, 20 | 147 | -11.98% |
| 31 Mar, 20 | 167 | 7.05% |
| 31 Dec, 19 | 156 | 18.18% |
| 30 Sep, 19 | 132 | -6.38% |
| 30 Jun, 19 | 141 | 1.44% |
| 31 Mar, 19 | 139 | -7.33% |
| 31 Dec, 18 | 150 | -0.66% |
| 30 Sep, 18 | 151 | 14.39% |
| 30 Jun, 18 | 132 | -6.38% |
| 31 Mar, 18 | 141 | 6.82% |
| 31 Dec, 17 | 132 | 17.86% |
| 30 Sep, 17 | 112 | -0.88% |
| 30 Jun, 17 | 113 | -0.88% |
| 31 Mar, 17 | 114 | -20.28% |
| 31 Dec, 16 | 143 | 7.52% |
| 30 Sep, 16 | 133 | 5.56% |
| 30 Jun, 16 | 126 | 11.50% |
| 31 Mar, 16 | 113 | -13.74% |
| 31 Dec, 15 | 131 | 5.65% |
| 30 Sep, 15 | 124 | 5.08% |
| 30 Jun, 15 | 118 | -4.84% |
| 31 Mar, 15 | 124 | 5.08% |
| 31 Dec, 14 | 118 | -3.28% |
| 30 Sep, 14 | 122 | 5.17% |
| 30 Jun, 14 | 116 | 0.87% |
| 31 Mar, 14 | 115 | 4.55% |
| 31 Dec, 13 | 110 | 17.02% |
| 30 Sep, 13 | 94 | 123.81% |
| 30 Jun, 13 | 42 | 20.00% |
| 31 Mar, 13 | 35 | 12.90% |
| 31 Dec, 12 | 31 | 14.81% |
| 30 Sep, 12 | 27 | -20.59% |
| 30 Jun, 12 | 34 | -22.73% |
| 31 Mar, 12 | 44 | 33.33% |
| 31 Dec, 11 | 33 | 32.00% |
| 30 Sep, 11 | 25 | -16.67% |
| 30 Jun, 11 | 30 | 25.00% |
| 31 Mar, 11 | 24 | -14.29% |
| 31 Dec, 10 | 28 | -24.32% |
| 30 Sep, 10 | 37 | 37.04% |
| 30 Jun, 10 | 27 | -20.59% |
| 31 Mar, 10 | 34 | 3.03% |
| 31 Dec, 09 | 33 | 3.13% |
| 30 Sep, 09 | 32 | -8.57% |
| 30 Jun, 09 | 35 | 40.00% |
| 31 Mar, 09 | 25 | -13.79% |
| 31 Dec, 08 | 29 | 26.09% |
| 30 Sep, 08 | 23 | 53.33% |
| 30 Jun, 08 | 15 | -50.00% |
| 31 Mar, 08 | 30 | 66.67% |
| 31 Dec, 07 | 18 | -35.71% |
| 30 Sep, 07 | 28 | 600.00% |
| 30 Jun, 07 | 4 | -80.00% |
| 31 Mar, 07 | 20 | -31.03% |
| 31 Dec, 06 | 29 | -3.33% |
| 30 Sep, 06 | 30 | 30.43% |
| 30 Jun, 06 | 23 | 4.55% |
| 31 Mar, 06 | 22 | 10.00% |
| 31 Dec, 05 | 20 | -13.04% |
| 30 Sep, 05 | 23 | -11.54% |
| 30 Jun, 05 | 26 | 100.00% |
| 31 Mar, 05 | 13 | 18.18% |
| 31 Dec, 04 | 11 | -8.33% |
| 30 Sep, 04 | 12 | -40.00% |
| 30 Jun, 04 | 20 | 11.11% |
| 31 Mar, 04 | 18 | -18.18% |
| 31 Dec, 03 | 22 | 100.00% |
| 30 Sep, 03 | 11 | 22.22% |
| 30 Jun, 03 | 9 | -35.71% |
| 31 Mar, 03 | 14 | 7.69% |
| 31 Dec, 02 | 13 | 18.18% |
| 30 Sep, 02 | 11 | -15.38% |
| 30 Jun, 02 | 13 | 44.44% |
| 31 Mar, 02 | 9 | -10.00% |
| 31 Dec, 01 | 10 | - |
| 30 Sep, 01 | 10 | -16.67% |
| 30 Jun, 01 | 12 | 1100.00% |
| 31 Mar, 01 | 1 | -92.31% |
| 31 Dec, 00 | 13 | 8.33% |
| 30 Sep, 00 | 12 | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 10 | 25.00% |
| 31 Dec, 99 | 8 | 300.00% |
| 30 Sep, 99 | 2 | -60.00% |
| 30 Jun, 99 | 5 | 400.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
162 institutional shareholders have reduced their position in SEIC stock as of 30 Jun 24 compared to 178 in the previous quarter (a -8.99% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 474 | 0.64% | 92,404,478 | -1.26% | 70.31% | 1.39% | 222 | 17.46% | 162 | -8.99% |
| 31 Mar, 24 | 471 | -3.48% | 93,583,454 | 0.99% | 71.21% | 1.46% | 189 | -11.68% | 178 | -1.11% |
| 31 Dec, 23 | 488 | 7.02% | 92,661,706 | -0.00% | 69.88% | 1.42% | 214 | 7.54% | 180 | 10.43% |
| 30 Sep, 23 | 456 | 0.88% | 92,662,594 | -0.25% | 70.08% | 1.43% | 199 | 2.05% | 163 | - |
| 30 Jun, 23 | 452 | 4.15% | 92,893,967 | 0.14% | 69.92% | 1.46% | 195 | 9.55% | 163 | -5.78% |
| 31 Mar, 23 | 434 | -2.47% | 92,762,910 | -0.57% | 69.22% | 1.44% | 178 | -8.72% | 173 | 7.45% |
| 31 Dec, 22 | 445 | 4.46% | 93,293,144 | -0.92% | 69.25% | 1.43% | 195 | 23.42% | 161 | -4.17% |
| 30 Sep, 22 | 426 | -4.48% | 94,159,852 | -1.63% | 69.64% | 1.42% | 158 | -15.96% | 168 | 3.70% |
| 30 Jun, 22 | 446 | -2.62% | 95,715,965 | -0.66% | 70.16% | 1.44% | 188 | -6.00% | 162 | 3.85% |
| 31 Mar, 22 | 458 | -2.76% | 96,348,974 | -1.07% | 69.85% | 1.47% | 200 | -3.85% | 156 | -1.89% |
| 31 Dec, 21 | 471 | 6.56% | 97,395,856 | 0.83% | 68.97% | 1.46% | 208 | 16.85% | 159 | 0.63% |
| 30 Sep, 21 | 442 | -0.23% | 96,597,441 | -0.94% | 68.75% | 1.46% | 178 | -7.77% | 158 | 6.04% |
| 30 Jun, 21 | 443 | 0.91% | 97,518,232 | -0.49% | 68.64% | 1.47% | 193 | 8.43% | 149 | -11.83% |
| 31 Mar, 21 | 439 | 0.23% | 97,993,710 | 0.29% | 68.43% | 1.49% | 178 | -4.30% | 169 | - |
| 31 Dec, 20 | 438 | 2.34% | 97,712,525 | -8.99% | 67.82% | 1.25% | 186 | 2.76% | 169 | 12.67% |
| 30 Sep, 20 | 428 | 0.23% | 107,362,756 | 3.00% | 73.63% | 1.47% | 181 | -5.24% | 150 | 2.04% |
| 30 Jun, 20 | 427 | 1.67% | 104,231,499 | -5.33% | 70.68% | 1.30% | 191 | 15.06% | 147 | -11.98% |
| 31 Mar, 20 | 420 | -3.89% | 110,095,193 | -1.40% | 73.66% | 1.36% | 166 | -11.23% | 167 | 7.05% |
| 31 Dec, 19 | 437 | 4.05% | 111,659,579 | 6.95% | 73.68% | 1.54% | 187 | -1.58% | 156 | 18.18% |
| 30 Sep, 19 | 420 | 2.44% | 104,402,662 | -1.44% | 69.21% | 1.42% | 190 | 8.57% | 132 | -6.38% |
| 30 Jun, 19 | 410 | -1.44% | 105,930,734 | -0.27% | 69.75% | 1.45% | 175 | -9.79% | 141 | 1.44% |
| 31 Mar, 19 | 416 | 3.23% | 106,219,416 | -0.44% | 69.28% | 1.46% | 194 | 9.60% | 139 | -7.33% |
| 31 Dec, 18 | 403 | -4.05% | 106,690,658 | -2.82% | 68.81% | 1.39% | 177 | 1.72% | 150 | -0.66% |
| 30 Sep, 18 | 420 | -3.45% | 109,782,208 | -0.58% | 70.25% | 1.43% | 174 | -11.68% | 151 | 14.39% |
| 30 Jun, 18 | 435 | 0.93% | 110,427,650 | -1.76% | 70.09% | 1.37% | 197 | 5.35% | 132 | -6.38% |
| 31 Mar, 18 | 431 | 1.89% | 112,404,975 | 1.28% | 71.40% | 1.45% | 187 | -8.33% | 141 | 6.82% |
| 31 Dec, 17 | 423 | 16.85% | 110,985,292 | -1.27% | 70.17% | 1.38% | 204 | 21.43% | 132 | 17.86% |
| 30 Sep, 17 | 362 | -0.82% | 112,417,195 | 2.17% | 71.19% | 1.47% | 168 | -1.18% | 112 | -0.88% |
| 30 Jun, 17 | 365 | - | 110,033,385 | -1.37% | 69.50% | 1.41% | 170 | -6.08% | 113 | -0.88% |
| 31 Mar, 17 | 365 | 1.96% | 111,562,850 | -0.56% | 70.13% | 1.42% | 181 | 23.97% | 114 | -20.28% |
| 31 Dec, 16 | 358 | - | 112,190,159 | -1.29% | 70.26% | 1.41% | 146 | - | 143 | 7.52% |
| 30 Sep, 16 | 358 | -1.10% | 113,653,639 | -1.02% | 70.63% | 1.40% | 146 | -13.61% | 133 | 5.56% |
| 30 Jun, 16 | 362 | 2.84% | 114,828,909 | -1.07% | 70.97% | 1.40% | 169 | -6.11% | 126 | 11.50% |
| 31 Mar, 16 | 352 | -3.03% | 116,066,393 | 1.69% | 71.20% | 1.50% | 180 | 5.88% | 113 | -13.74% |
| 31 Dec, 15 | 363 | 0.83% | 114,137,255 | 1.46% | 68.87% | 1.49% | 170 | 0.59% | 131 | 5.65% |
| 30 Sep, 15 | 360 | 7.46% | 112,496,101 | -1.83% | 67.94% | 1.43% | 169 | 11.18% | 124 | 5.08% |
| 30 Jun, 15 | 335 | 3.72% | 114,593,749 | 0.38% | 68.97% | 1.47% | 152 | 11.76% | 118 | -4.84% |
| 31 Mar, 15 | 323 | -0.31% | 114,155,363 | -0.03% | 68.48% | 1.47% | 136 | -6.21% | 124 | 5.08% |
| 31 Dec, 14 | 324 | 1.57% | 114,188,662 | 0.54% | 68.32% | 1.49% | 145 | 9.02% | 118 | -3.28% |
| 30 Sep, 14 | 319 | 5.28% | 113,578,646 | 0.65% | 67.64% | 1.51% | 133 | 8.13% | 122 | 5.17% |
| 30 Jun, 14 | 303 | 1.34% | 112,839,813 | 0.96% | 66.93% | 1.54% | 123 | -6.82% | 116 | 0.87% |
| 31 Mar, 14 | 299 | 1.36% | 111,770,554 | 0.62% | 66.02% | 1.57% | 132 | -1.49% | 115 | 4.55% |
| 31 Dec, 13 | 295 | 4.98% | 111,081,901 | 0.56% | 64.75% | 1.56% | 134 | -2.19% | 110 | 17.02% |
| 30 Sep, 13 | 281 | -2.09% | 110,466,248 | 1.95% | 64.48% | 1.63% | 137 | -36.57% | 94 | 123.81% |
| 30 Jun, 13 | 287 | 125.98% | 108,356,311 | 173.04% | 62.92% | 11.90% | 216 | 195.89% | 42 | 20.00% |
| 31 Mar, 13 | 127 | 22.12% | 39,685,535 | -23.32% | 22.99% | 2.61% | 73 | 30.36% | 35 | 12.90% |
| 31 Dec, 12 | 104 | 0.97% | 51,751,379 | 15.21% | 29.69% | 4.43% | 56 | 9.80% | 31 | 14.81% |
| 30 Sep, 12 | 103 | -6.36% | 44,919,848 | -26.08% | 25.90% | 2.14% | 51 | -5.56% | 27 | -20.59% |
| 30 Jun, 12 | 110 | 5.77% | 60,765,464 | 1.98% | 34.76% | 3.04% | 54 | 25.58% | 34 | -22.73% |
| 31 Mar, 12 | 104 | 11.83% | 59,587,364 | -0.11% | 33.79% | 2.95% | 43 | -6.52% | 44 | 33.33% |
| 31 Dec, 11 | 93 | -2.11% | 59,655,846 | 2.29% | 33.83% | 3.28% | 46 | -17.86% | 33 | 32.00% |
| 30 Sep, 11 | 95 | 2.15% | 58,322,961 | -20.92% | 32.10% | 2.01% | 56 | 14.29% | 25 | -16.67% |
| 30 Jun, 11 | 93 | -3.13% | 73,752,189 | -1.91% | 39.96% | 2.44% | 49 | -12.50% | 30 | 25.00% |
| 31 Mar, 11 | 96 | 9.09% | 75,191,088 | 39.87% | 40.47% | 4.97% | 56 | 16.67% | 24 | -14.29% |
| 31 Dec, 10 | 88 | -4.35% | 53,758,414 | -20.27% | 28.52% | 2.22% | 48 | 29.73% | 28 | -24.32% |
| 30 Sep, 10 | 92 | -4.17% | 67,428,740 | -2.11% | 35.87% | 2.71% | 37 | -32.73% | 37 | 37.04% |
| 30 Jun, 10 | 96 | 6.67% | 68,879,710 | 53.68% | 36.38% | 6.53% | 55 | 52.78% | 27 | -20.59% |
| 31 Mar, 10 | 90 | -1.10% | 44,819,256 | 5.78% | 23.60% | 4.79% | 36 | -20.00% | 34 | 3.03% |
| 31 Dec, 09 | 91 | -7.14% | 42,371,567 | -18.53% | 22.20% | 2.99% | 45 | -10.00% | 33 | 3.13% |
| 30 Sep, 09 | 98 | 2.08% | 52,008,651 | 21.99% | 27.25% | 5.47% | 50 | 6.38% | 32 | -8.57% |
| 30 Jun, 09 | 96 | 4.35% | 42,632,418 | 1.41% | 22.32% | 4.61% | 47 | -6.00% | 35 | 40.00% |
| 31 Mar, 09 | 92 | 1.10% | 42,040,896 | 14.25% | 22.00% | 5.51% | 50 | -3.85% | 25 | -13.79% |
| 31 Dec, 08 | 91 | 5.81% | 36,798,064 | -0.62% | 19.98% | 5.35% | 52 | 8.33% | 29 | 26.09% |
| 30 Sep, 08 | 86 | -1.15% | 37,026,326 | 26.65% | 19.33% | 8.35% | 48 | -5.88% | 23 | 53.33% |
| 30 Jun, 08 | 87 | -7.45% | 29,235,214 | 8.98% | 15.21% | 8.10% | 51 | 8.51% | 15 | -50.00% |
| 31 Mar, 08 | 94 | -6.93% | 26,825,926 | -88.15% | 13.70% | 0.10% | 47 | -26.56% | 30 | 66.67% |
| 31 Dec, 07 | 101 | 18.82% | 226,446,365 | 441.60% | 115.66% | 24.62% | 64 | 52.38% | 18 | -35.71% |
| 30 Sep, 07 | 85 | -2.30% | 41,810,329 | 15.13% | 21.68% | 6.48% | 42 | -48.15% | 28 | 600.00% |
| 30 Jun, 07 | 87 | 2.35% | 36,316,412 | 131.80% | 18.29% | 29.23% | 81 | 62.00% | 4 | -80.00% |
| 31 Mar, 07 | 85 | 7.59% | 15,666,970 | -7.69% | 7.91% | 10.77% | 50 | 28.21% | 20 | -31.03% |
| 31 Dec, 06 | 79 | -1.25% | 16,971,728 | -15.23% | 8.57% | 8.43% | 39 | 8.33% | 29 | -3.33% |
| 30 Sep, 06 | 80 | 8.11% | 20,021,152 | 76.07% | 10.09% | 30.06% | 36 | - | 30 | 30.43% |
| 30 Jun, 06 | 74 | -3.90% | 11,370,835 | -31.03% | 5.79% | 8.20% | 36 | -12.20% | 23 | 4.55% |
| 31 Mar, 06 | 77 | 8.45% | 16,486,247 | 37.47% | 8.41% | 23.47% | 41 | -8.89% | 22 | 10.00% |
| 31 Dec, 05 | 71 | 14.52% | 11,992,539 | -38.68% | 5.99% | 6.31% | 45 | 50.00% | 20 | -13.04% |
| 30 Sep, 05 | 62 | 1.64% | 19,558,002 | 4.70% | 9.74% | 11.26% | 30 | 7.14% | 23 | -11.54% |
| 30 Jun, 05 | 61 | -1.61% | 18,679,548 | -9.88% | 9.30% | 8.95% | 28 | -34.88% | 26 | 100.00% |
| 31 Mar, 05 | 62 | 16.98% | 20,728,244 | 88.12% | 10.20% | 36.12% | 43 | 26.47% | 13 | 18.18% |
| 31 Dec, 04 | 53 | 20.45% | 11,018,626 | -25.75% | 5.31% | 10.28% | 34 | 41.67% | 11 | -8.33% |
| 30 Sep, 04 | 44 | -12.00% | 14,840,172 | 21.12% | 7.19% | 20.33% | 24 | -4.00% | 12 | -40.00% |
| 30 Jun, 04 | 50 | -19.35% | 12,252,574 | -28.04% | 5.95% | 8.83% | 25 | -35.90% | 20 | 11.11% |
| 31 Mar, 04 | 62 | 10.71% | 17,026,898 | 6.40% | 8.21% | 14.17% | 39 | 30.00% | 18 | -18.18% |
| 31 Dec, 03 | 56 | 12.00% | 16,003,351 | 83.46% | 7.61% | 43.37% | 30 | -14.29% | 22 | 100.00% |
| 30 Sep, 03 | 50 | 35.14% | 8,723,011 | -38.97% | 4.19% | 8.85% | 35 | 45.83% | 11 | 22.22% |
| 30 Jun, 03 | 37 | 5.71% | 14,292,232 | 16.99% | 6.88% | 20.85% | 24 | 20.00% | 9 | -35.71% |
| 31 Mar, 03 | 35 | -7.89% | 12,217,073 | 4.41% | 5.75% | 19.61% | 20 | 5.26% | 14 | 7.69% |
| 31 Dec, 02 | 38 | 8.57% | 11,701,281 | -6.51% | 5.41% | 16.20% | 19 | -9.52% | 13 | 18.18% |
| 30 Sep, 02 | 35 | -2.78% | 12,516,719 | -1.43% | 5.78% | 16.84% | 21 | 5.00% | 11 | -15.38% |
| 30 Jun, 02 | 36 | -5.26% | 12,697,843 | -32.24% | 5.86% | 8.03% | 20 | -23.08% | 13 | 44.44% |
| 31 Mar, 02 | 38 | 22.58% | 18,738,861 | 202.23% | 8.54% | 104.92% | 26 | 23.81% | 9 | -10.00% |
| 31 Dec, 01 | 31 | 6.90% | 6,200,179 | -52.92% | 2.85% | 7.96% | 21 | 23.53% | 10 | - |
| 30 Sep, 01 | 29 | -25.64% | 13,169,735 | 48.42% | 5.99% | 35.14% | 17 | -29.17% | 10 | -16.67% |
| 30 Jun, 01 | 39 | 25.81% | 8,873,229 | 30.04% | 4.13% | 43.24% | 24 | -17.24% | 12 | 1100.00% |
| 31 Mar, 01 | 31 | -18.42% | 6,823,270 | -22.16% | 3.09% | 18.21% | 29 | 52.63% | 1 | -92.31% |
| 31 Dec, 00 | 38 | 5.56% | 8,765,786 | -1.70% | 4.12% | 23.15% | 19 | -17.39% | 13 | 8.33% |
| 30 Sep, 00 | 36 | 50.00% | 8,917,089 | 133.84% | 4.22% | 128.51% | 23 | -4.17% | 12 | - |
| 30 Jun, 00 | 24 | 26.32% | 3,813,339 | 273.50% | 1.81% | 777.50% | 24 | 242.86% | - | -100.00% |
| 31 Mar, 00 | 19 | 5.56% | 1,020,987 | 3.25% | 0.48% | 220.86% | 7 | - | 10 | 25.00% |
| 31 Dec, 99 | 18 | -5.26% | 988,829 | -13.58% | 0.47% | 154.83% | 7 | -56.25% | 8 | 300.00% |
| 30 Sep, 99 | 19 | -9.52% | 1,144,235 | -3.17% | 0.55% | 181.33% | 16 | 6.67% | 2 | -60.00% |
| 30 Jun, 99 | 21 | 10.53% | 1,181,749 | -13.89% | 0.55% | 137.83% | 15 | -16.67% | 5 | 400.00% |
| 31 Mar, 99 | 19 | 850.00% | 1,372,331 | 20197.75% | 0.63% | 6252431.25% | 18 | 800.00% | 1 | - |
| 31 Dec, 98 | 2 | - | 6,761 | - | 0.00% | - | 2 | - | - | - |
SEI Investments Company Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of SEI Investments Company's stock was made by DORAN WILLIAM on Jun 25 2024, selling 5,000 shares at $67.04 per share (valued at $335.20K).
SEI Investments Company Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2025 | - | 1 | - |
| Q2 2024 | - | 5 | - |
| Q1 2024 | 11 | 32 | 34.38% |
| Q4 2023 | 32 | 19 | 168.42% |
| Q3 2023 | 9 | 17 | 52.94% |
| Q2 2023 | 2 | 8 | 25.00% |
| Q1 2023 | 11 | 48 | 22.92% |
| Q4 2022 | 29 | 20 | 145.00% |
| Q3 2022 | 3 | 5 | 60.00% |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 7 | - |
| Q4 2021 | 37 | 18 | 205.56% |
| Q3 2021 | 4 | - | - |
| Q2 2021 | 8 | 4 | 200.00% |
| Q1 2021 | 3 | 4 | 75.00% |
| Q4 2020 | 43 | 21 | 204.76% |
| Q3 2020 | 2 | 4 | 50.00% |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 5 | 3 | 166.67% |
| Q4 2019 | 37 | 23 | 160.87% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by SEI Investments Company's insiders, as of Q4 2025.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2025 | - | - | - |
| Q2 2024 | - | 5 | - |
| Q1 2024 | - | 9 | - |
| Q4 2023 | - | 9 | - |
| Q3 2023 | - | 11 | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | 10 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 3 | - |
| Q4 2021 | - | 9 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 5 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 16 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 3 | - |
| Q4 2019 | 1 | 13 | 7.69% |
As of Q4 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of SEI Investments Company's stocks.
SEIC Ownership FAQ
Who Owns SEI Investments Company?
SEI Investments Company is owned by institutional shareholders (70.31%), insiders (23.82%), and public (5.86%). The largest institutional shareholder of SEI Investments Company is VANGUARD GROUP INC (9.01% of total shares) and the top mutual fund owner is PARNASSUS FUNDS (18.02% of total shares).
Who are the major institutional shareholders of SEI Investments Company?
SEI Investments Company's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., LOOMIS SAYLES & CO L P, STATE STREET CORP, and MORGAN STANLEY. The top five shareholders own together 34.11% of the company's share outstanding.
How many SEI Investments Company shareholders are there?
As of Jun 2024, there are 474 institutional shareholders of SEI Investments Company.
What percentage of SEI Investments Company is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 11.84M shares of SEI Investments Company, representing 9.01% of the company's total shares outstanding, valued at $765.81M (as of Jun 2024).
What percentage of SEI Investments Company is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 11.49M shares of SEI Investments Company (SEIC), compromising 8.75% of the company, valued at $743.51M.
What percentage of SEI Investments Company is owned by LOOMIS SAYLES & CO L P?
LOOMIS SAYLES & CO L P is the third largest holder of SEI Investments Company. The company owns 9.44M of the company's shares outstanding (worth $610.83M).