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SEI INVESTMENTS CO: EXC position timeline

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

SEI INVESTMENTS CO held 1,958,736 EXC 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 1,958,736 shares
    Change vs previous 13F -567,263 shares

    0.08% of the 13F portfolio, value $91,317,463.

    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 2,525,999 shares
    Change vs previous 13F +846,230 shares

    0.11% of the 13F portfolio, value $123,824,699.

    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 1,679,769 shares
    Change vs previous 13F +1,241,332 shares

    0.07% of the 13F portfolio, value $73,221,079.

    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 438,437 shares
    Change vs previous 13F -176,741 shares

    0.02% of the 13F portfolio, value $19,737,965.

    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 615,178 shares
    Change vs previous 13F -157,911 shares

    0.03% of the 13F portfolio, value $26,711,038.

    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 773,089 shares
    Change vs previous 13F +101,772 shares

    0.05% of the 13F portfolio, value $35,624,040.

    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 671,317 shares
    Change vs previous 13F +12,845 shares

    0.03% of the 13F portfolio, value $25,268,638.

    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 658,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $26,700,662.

    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).