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SEI INVESTMENTS CO: COO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on COO, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 361,722 COO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 361,722 shares
    Change vs previous 13F +71,018 shares

    0.02% of the 13F portfolio, value $25,939,150.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 290,704 shares
    Change vs previous 13F +5,262 shares

    0.02% of the 13F portfolio, value $20,785,313.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 285,442 shares
    Change vs previous 13F -231,562 shares

    0.02% of the 13F portfolio, value $23,395,154.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 517,004 shares
    Change vs previous 13F -2,850 shares

    0.04% of the 13F portfolio, value $35,445,920.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 519,854 shares
    Change vs previous 13F +118,094 shares

    0.04% of the 13F portfolio, value $36,993,294.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 401,760 shares
    Change vs previous 13F +108,495 shares

    0.04% of the 13F portfolio, value $33,888,204.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 293,265 shares
    Change vs previous 13F +7,798 shares

    0.03% of the 13F portfolio, value $26,960,547.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 285,467 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $31,496,784.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).