Skip to content
Disclosery

SEI INVESTMENTS CO: IVZ position timeline

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

SEI INVESTMENTS CO held 914,734 IVZ 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 914,734 shares
    Change vs previous 13F -481,457 shares

    0.02% of the 13F portfolio, value $24,180,278.

    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 1,396,191 shares
    Change vs previous 13F +231,926 shares

    0.03% of the 13F portfolio, value $35,680,706.

    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 1,164,265 shares
    Change vs previous 13F +1,017,105 shares

    0.03% of the 13F portfolio, value $30,793,517.

    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 147,160 shares
    Change vs previous 13F +18,204 shares

    <0.01% of the 13F portfolio, value $3,375,892.

    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 128,956 shares
    Change vs previous 13F -86,631 shares

    <0.01% of the 13F portfolio, value $2,033,700.

    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 215,587 shares
    Change vs previous 13F +13,200 shares

    <0.01% of the 13F portfolio, value $3,270,447.

    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 202,387 shares
    Change vs previous 13F -72,297 shares

    <0.01% of the 13F portfolio, value $3,537,682.

    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 274,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,823,441.

    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).