SEI Investments Ownership | Who Owns SEI Investments?

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SEI Investments Ownership Summary

SEI Investments is owned by 64.34% institutional investors, 24.69% insiders, and 10.97% retail investors. Vanguard group is the largest institutional shareholder, holding 8.96% of SEIC shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.26% of its assets in SEI Investments shares.

SEIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SEI Investments	64.34%	24.69%	10.97%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	11.60M	8.96%	$956.79M
Blackrock funding, inc. /de	11.50M	8.89%	$948.74M
Blackrock	11.49M	8.75%	$743.51M
Loomis sayles & co l p	8.84M	6.83%	$728.90M
State street	6.11M	4.65%	$395.34M
Morgan stanley	5.95M	4.53%	$384.74M
Bank of america corp /de/	3.04M	2.31%	$196.46M
Beutel, goodman	2.66M	2.06%	$219.72M
Geode capital management	2.58M	1.99%	$212.59M
Invesco	2.26M	1.74%	$186.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk asset management	70.56K	4.76%	$5.82M
Jlb & associates	281.19K	3.15%	$23.19M
Hahn capital management	88.22K	2.71%	$5.71M
Foyston, gordon, & payne	119.72K	2.62%	$9.87M
Phase 2 partners	38.42K	2.38%	$3.17M
Taylor hoffman wealth management	62.76K	1.65%	$4.05M
Court place advisors	58.24K	1.56%	$4.80M
American capital management	497.20K	1.53%	$41.01M
Leith wheeler investment counsel	203.22K	1.21%	$16.76M
Beutel, goodman	2.66M	1.20%	$219.72M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	582.07K	0.01%	582.07K
Raymond james financial	515.86K	0.02%	515.86K
Fmr	1.23M	0.01%	348.11K
Los angeles capital management	323.74K	0.11%	323.74K
State street	6.11M	0.02%	289.23K

Top Sellers

Holder	Shares	% Assets	Change
Beutel, goodman	2.66M	1.20%	-1.35M
Azora capital lp	-	-	-819.88K
First trust advisors lp	482.57K	0.04%	-468.60K
Loomis sayles & co l p	8.84M	0.92%	-310.62K
Invesco	2.26M	0.03%	-302.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	582.07K	0.01%	582.07K	$48.01M
Raymond james financial	515.86K	0.02%	515.86K	$42.55M
Umb bank, n.a.	110.28K	0.14%	110.28K	$9.10M
Weiss asset management lp	89.15K	0.15%	89.15K	$7.35M
Zacks investment management	86.11K	0.07%	86.11K	$7.10M

Sold Out

Holder	Change
Tfo-tdc	-5.00
Kayne anderson rudnick investment management	-7.00
Claris advisors, llc / mo /	-8.00
Capital advisors	-8.00
Advisornet financial	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	489	-1.61%	83,261,543	-8.73%	64	1.29%	230	5.50%	167	-7.73%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	4.14M	3.26%	-
Vanguard US Total Market Shares ETF	3.72M	2.93%	2.15K
Vanguard Total Stock Mkt Idx Inv	3.65M	2.87%	23.51K
iShares Core S&P Mid-Cap ETF	3.15M	2.48%	5.54K
Vanguard Small Cap Index	2.96M	2.33%	2.42K
Loomis Sayles Growth Y	2.16M	1.70%	4.45K
Vanguard Small Cap Value Index Inv	1.95M	1.54%	-6.38K
Vanguard Institutional Extnd Mkt Idx Tr	1.48M	1.17%	-5.77K
Invesco Global Multi Cap Growth	1.22M	0.94%	76.40K
SPDR® S&P Dividend ETF	1.04M	0.82%	-2.83K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 05, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$104.66K
Mar 04, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$1.40M
Mar 03, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$2.51M
Mar 03, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$1.54M
Mar 03, 2025	WEST ALFRED P JR	Executive Chairman	Sell	$1.74M

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 64.34%, followed by 24.69% insiders and 10.97% retail investors. The average institutional ownership in SEI Investments's industry, Asset Management Stocks, is 33.12%, which SEI Investments exceeds.

Who owns the most shares of SEI Investments?

SEI Investments’s largest shareholders are Vanguard group (11.6M shares, 8.96%), Blackrock funding, inc. /de (11.5M shares, 8.89%), and Blackrock (11.49M shares, 8.75%). Together, they hold 26.60% 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 3.26% of its total shares outstanding invested in 4.14M SEI Investments shares.

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