Institutional Ownership Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC). We have compiled data on the 607 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
129
shares
|
$10,522
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
117
shares
|
$9,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
110
shares
|
$8,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
105
shares
|
$8,564
0.0% of portfolio
|
Q4 2021
Reduced 5.41%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
104
shares
|
$8,483
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
102
shares
|
$8,320
0.0% of portfolio
|
Q3 2025
Added 61.9%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
101
shares
|
$8,238
0.0% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
98
shares
|
$7,993
0.0% of portfolio
|
Q4 2025
Added 55.56%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$7,830
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
94
shares
|
$7,667
0.0% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
91
shares
|
$7,422
0.01% of portfolio
|
Q3 2025
Reduced 89.89%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$7,341
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
89
shares
|
$7,259
0.0% of portfolio
|
Q3 2025
Added 43.55%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
85
shares
|
$6,933
0.0% of portfolio
|
Q3 2025
Reduced 97.22%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
82
shares
|
$6,688
0.0% of portfolio
|
Q3 2025
Added 95.24%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
81
shares
|
$6,607
0.0% of portfolio
|
Q1 2025
Added 84.09%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
75
shares
|
$6,117
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
72
shares
|
$5,873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
70
shares
|
$5,709
0.0% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
70
shares
|
$5,709
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
67
shares
|
$5,465
0.0% of portfolio
|
Q3 2024
Reduced 77.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
65
shares
|
$5,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
58
shares
|
$4,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
57
shares
|
$4,649
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
56
shares
|
$4,567
0.0% of portfolio
|
Q2 2025
Added 51.35%
|
|