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SEI INVESTMENTS CO: IR position timeline

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

SEI INVESTMENTS CO held 357,032 IR 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 357,032 shares
    Change vs previous 13F +24,566 shares

    0.03% of the 13F portfolio, value $29,273,116.

    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 332,466 shares
    Change vs previous 13F -3,498 shares

    0.02% of the 13F portfolio, value $26,636,101.

    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 335,964 shares
    Change vs previous 13F +36,726 shares

    0.03% of the 13F portfolio, value $26,615,008.

    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 299,238 shares
    Change vs previous 13F -10,301 shares

    0.03% of the 13F portfolio, value $24,723,149.

    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 309,539 shares
    Change vs previous 13F +135,976 shares

    0.03% of the 13F portfolio, value $25,747,438.

    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 173,563 shares
    Change vs previous 13F -19,408 shares

    0.02% of the 13F portfolio, value $13,890,180.

    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 192,971 shares
    Change vs previous 13F -633,910 shares

    0.02% of the 13F portfolio, value $17,456,157.

    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 826,881 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $81,166,714.

    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).