SEI Investments Company
SEI Investments Company (SEIC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SEIC · as of Mar 31, 2025
Ownership Breakdown
556
Institutional Holders
▲ 10 vs Q4
$7.27B
Total Inst. Value
▼ $244.49M vs Q4
120.27M
Shares Outstanding
freeFloat 82.83%
93.77M
13F Shares Held
▲ 2.62M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SEIC largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC security brokers, dealers & flotation companies | 11.46M | 9.06% | 9.06% | $889.73B | May 9, 2025 | ▼ 139.1K |
BLACKROCK, INC. security brokers, dealers & flotation companies | 11.37M | 8.98% | 8.98% | $882.69B | May 2, 2025 | ▼ 132.2K |
LOOMIS SAYLES & CO L P security brokers, dealers & flotation companies | 8.72M | 6.89% | 6.89% | $676.94B | May 14, 2025 | ▼ 117.3K |
MORGAN STANLEY security brokers, dealers & flotation companies | 5.80M | 4.58% | 4.58% | $449.94B | May 15, 2025 | ▲ 167.5K |
STATE STREET CORP security brokers, dealers & flotation companies | 5.74M | 4.53% | 4.53% | $445.43B | May 15, 2025 | ▲ 55.2K |
BANK OF AMERICA CORP /DE/ security brokers, dealers & flotation companies | 3.03M | 2.39% | 2.39% | $235.03B | May 15, 2025 | ▲ 180.9K |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 2.69M | 2.12% | 2.12% | $208.31B | May 13, 2025 | ▲ 106.8K |
BEUTEL, GOODMAN & CO LTD. security brokers, dealers & flotation companies | 2.68M | 2.11% | 2.11% | $207.71B | May 14, 2025 | ▲ 11.7K |
DIMENSIONAL FUND ADVISORS LP security brokers, dealers & flotation companies | 1.73M | 1.37% | 1.37% | $134.49B | May 13, 2025 | ▲ 111.1K |
INVESCO LTD. security brokers, dealers & flotation companies | 1.70M | 1.35% | 1.35% | $132.20B | May 12, 2025 | ▼ 552.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
29
Increased
+4.34M shares3
New Positions
first time holders18
Decreased
−1.61M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.73M
+4.34M / −1.61M
Net new holders
+14
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SEIC insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
6
Buy transactions
10
Sell transactions
0.60
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MCCARTHY KATHRYN director | May 4, 2026 | Sale | 10,000 | $91.07 | $910.7K | 77.9K | Form 4 ↗ |
Warner Mark Andrew In Remarks | Apr 28, 2026 | Sale | 4,000 | $91.16 | $364.6K | 921 | Form 4 ↗ |
McCabe Philip See Remarks | Apr 23, 2026 | Sale | 15,000 | $91.82 | $1.38M | 54.9K | Form 4 ↗ |
Sharma Sanjay See Remarks* | Apr 23, 2026 | Sale | 23,441 | $90.08 | $2.11M | 41.4K | Form 4 ↗ |
Sharma Sanjay See Remarks* | Apr 23, 2026 | Sale | 1,559 | $90.73 | $141.4K | 39.8K | Form 4 ↗ |
Peterson Michael EXECUTIVE VICE PRESIDENT | Apr 23, 2026 | Sale | 10,000 | $90.00 | $900.0K | 20.1K | Form 4 ↗ |
Hicke Ryan CHIEF EXECUTIVE OFFICER | Mar 31, 2026 | Tax Withhold | 4,349 | $77.21 | $335.8K | 192.8K | Form 4 ↗ |
Denham Sean Executive VP, CFO, COO | Mar 18, 2026 | Tax Withhold | 7,673 | $78.77 | $604.4K | 57.8K | Form 4 ↗ |
WEST ALFRED P JR Chairman Emeritus | Mar 10, 2026 | Sale | 178 | $78.88 | $14.0K | 6.94M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
SEI Investments Company (SEIC) is primarily owned by institutional investors, who hold approximately 78.0% of total shares outstanding. Company insiders own approximately 17.17%, while retail and public investors account for the remaining 4.86%.
The largest institutional shareholder of SEI Investments Company is VANGUARD GROUP INC, holding approximately 11.46 million shares — equal to 9.06% of outstanding shares — as of March 31, 2025.
A total of 556 institutional investors currently hold SEIC stock, with a combined institutional value of approximately $7.27 billion as of the most recent 13F filing period.
Frequently asked questions
SEIC ownershipSEI Investments Company (SEIC) is primarily owned by institutional investors, who hold approximately 78.0% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.06% stake. Company insiders hold 17.17%. Data sourced from SEC Form 13F as of March 31, 2025.