$SEIC

$103.20 +$0.32 (0.31%) Close

$SEIC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 118.6M shares outstanding

Who owns SEIC?

By type of holder

Institutions 76.4% Insiders 23.7% Everyone else 0.0%

Concentration Top 10 holders own 109.6%

West Alfred P JR 68.9% · BlackRock, Inc. 8.4%

Institutional ownership

76.4%

+0.4 pts vs last qtr

Institutional holders

575

+5 vs last qtr

Net shares bought

+512.9K

by institutions in Q2 2026

New / sold out

77 / 72

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Boston Partners +1.3M
Norges Bank NEW +887.1K

Biggest sellers in Q2 2026

Morgan Stanley −673.1K
PFA Pension, Forsikringsaktieselskab SOLD OUT −519.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$54.8M

27 notices from 15 people

Shares covered

585.2K

0.49% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Hicke Ryan Officer $11.1M
Peterson Michael Officer $9.74M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−22.7%

−2.82% a year

Each share's claim on the business

+29.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$3.91B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years2% 1–3 years9% Under 1 year8%

Quarterly turnover

8.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SEIC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.9M	8.37%	−182.8K (−1.8%)	≤2021	0.0%
Shares held by quarter Peak holding11.5M (Q4'24) Change over 8 quarters−1.5M Share of the company8.370% BlackRock, Inc.'s full portfolio →
LS Loomis Sayles & Co L P	8.5M	7.15%	−146.8K (−1.7%)	≤2021	0.9%
Shares held by quarter Peak holding9.1M (Q3'24) Change over 8 quarters−665.9K Share of the company7.150% Loomis Sayles & Co L P's full portfolio →

BlackRock, Inc.

9.9M

% of company

8.37%

Change vs last qtr

−182.8K (−1.8%)

Held since

≤2021

Loomis Sayles & Co L P

8.5M

% of company

7.15%

Change vs last qtr

−146.8K (−1.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding SEI Investments Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SEIC on Form N-PORT; together they hold 38.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$301M	3.4M	2.90%	0.01%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$274M	3.1M	2.64%	0.22%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$301M

% of company

2.90%

% of the fund

0.01%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$274M

% of company

2.64%

% of the fund

0.22%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SEI Investments Company and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WA West Alfred P JR Insider	81.7M	68.90%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company68.900% West Alfred P JR's insider activity →
RC Romeo Carmen Insider	4.6M	3.87%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.870% Romeo Carmen's insider activity →

West Alfred P JR

Insider

81.7M

% of company

68.90%

Change vs last qtr

—

Held since

—

Romeo Carmen

Insider

4.6M

% of company

3.87%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of SEI Investments Company.

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