SEI Investments (SEIC)
Links investment technology, operations, custody, and asset management for financial institutions and advisers.
$104.96
vs last close+1.20 (+1.16%)
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13F · 13D/G · Form 4
| Institutions | 76.01% | 91.23M shares | |
|---|---|---|---|
| 584 holders · as of Jun 30, 2026 | |||
| Insiders | 7.94% | 9.54M shares | |
| 17 holders · as of Sep 8, 2026 | |||
| Other | 16.05% | 19.25M shares | |
| remainder | |||
120.02M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
584 holders · 91.23M shares · 78 new positions · 250 increased · 227 reduced · 71 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.93M | 8.27% | −182.8K | Aug 7, 2026 |
| Loomis Sayles & Co L P | 8.48M | 7.07% | −146.8K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 6.14M | 5.12% | +15.2K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 4.69M | 3.90% | −55.5K | Aug 13, 2026 |
| State Street Corp | 4.25M | 3.54% | +66.4K | Aug 7, 2026 |
| Morgan Stanley | 4.12M | 3.43% | −673.1K | Aug 13, 2026 |
| Boston Partners | 3.09M | 2.58% | +1.32M | Aug 4, 2026 |
| Geode Capital Management, LLC | 2.95M | 2.46% | +122.8K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Loomis, Sayles & Co., L.P. | 7.10% | 8.68M | 13G | May 14, 2026 |
| BlackRock, Inc. | 6.80% | 8.49M | 13G | Jul 16, 2025 |
| Vanguard Portfolio Management | 5.02% | 6.14M | 13G | Apr 29, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 3, 2026 | Ryan Hickeofficer: Chief Executive Officer | Sale | 37,500 | $110.71 | 192,815 |
| Sep 1, 2026 | Carmen Romeodirector | Sale | 5,000 | $109.70 | 1,560,293 |
| Aug 28, 2026 | Michael Petersonofficer: Executive Vice President | Sale | 37,500 | $111.51 | 20,148 |
| Aug 5, 2026 | Philip McCabeofficer: See Remarks | Sale | 5,043 | $105.50 | 54,884 |
| Aug 4, 2026 | Philip McCabeofficer: See Remarks | Sale | 24,957 | $105.04 | 54,884 |
| Aug 3, 2026 | Kathryn Mccarthydirector | Sale | 10,000 | $103.54 | 77,883 |
| Jul 28, 2026 | Carl Guarinodirector | Sale | 10,000 | $103.20 | 18,308 |
| Jul 28, 2026 | Michael Petersonofficer: Executive Vice President | Sale | 25,000 | $102.05 | 20,148 |
| Jul 28, 2026 | Mark Andrew Warnerofficer: See Remarks* | Sale · 3 lots | 15,000 | $102.35 | 921 |
| Jul 24, 2026 | Sanjay Sharmaofficer: See Remarks* | Sale | 20,000 | $99.33 | 39,829 |
House and Senate disclosures
Not reported.