SEI Investments Company (SEIC)
Nasdaq: SEIC · Security Brokers, Dealers & Flotation Companies · Oaks, PA · filing with the SEC since 1995
Grade4.9
◀ Past 4.5● Present 5.4▶ Future 4.4
Who owns SEI Investments Company
As filed with the SECHolders of 5% or more
3
Blackrock, Inc. holds 7.9% of Common Stock, as its SCHEDULE 13G/A filed Oct 27, 2026 says.
Directors and officers
17
report now, of 29 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · 6.8% in Jul 16, 2025
Loomis, Sayles & Co., L.P.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · 7.1% in May 14, 2026
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What SEIC reports owning in othersstakes of 5% or more, and other ties
Core University Living Real Estate Income Trust
SCHEDULE 13G · filed Aug 7, 2026 · Common Stock
Other ties the annual report names
LSV Asset Management
An investee · investee · invested in, named in the 10-K filed Feb 23, 2026
Stratos Wealth Holdings
A company bought · acquisition · Nov 2025 · owns, named in the 10-K filed Feb 23, 2026
XPS Pensions (Nexus) Limited
A company bought · acquisition · owns, named in the 10-K filed Feb 23, 2026
59 subsidiaries in 10 countries, from the list filed with the 10-K filed Feb 23, 2026. Its Form 13F-HR for Jun 30, 2026 lists 3,272 holdings. The record carries no value for them.
Insider tradesForm 4
39sales
0purchases
0sales on a scheduled plan
11people selling
$52.0Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window11 of 29 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| West Alfred P Jr | Executive Chairman | 12 | $15.5M | 0 | 0 | $0 |
| Hicke Ryan | Chief Executive Officer | 4 | $11.1M | 0 | 0 | $0 |
| Peterson Michael | Executive Vice President | 4 | $9.7M | 0 | 0 | $0 |
| Mccabe Philip | Title: Executive Vice President, Head of SEI's Investment Managers business | 4 | $5.5M | 0 | 0 | $0 |
| Sharma Sanjay | Title: Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business | 3 | $4.2M | 0 | 0 | $0 |
| Warner Mark Andrew | Title: Chief Accounting Officer and Controller | 5 | $2.2M | 0 | 0 | $0 |
| Doran William | director | 3 | $1.9M | 0 | 0 | $0 |
| Mccarthy Kathryn | director | 2 | $1.9M | 0 | 0 | $0 |
| Guarino Carl | Executive Vice President | 1 | $1.0M | 0 | 0 | $0 |
| Romeo Carmen | Executive Vice President | 1 | $500,000 | 0 | 0 | $0 |
| Lane Michael | Executive Vice President | 1 | $200,000 | 0 | 0 | $0 |