Skip to content
Disclosery

SEIC SEI INVTS CO

Follow

Stock (common), issuer CIK 350894

551 managers (566 13F filers) reported a position in SEIC shares at 2025-06-30, 90,055,456 shares in all. 100 filers opened a position and 79 filers sold out during the quarter.

Managers
551
13F filers
566
New
100
Added
184
Reduced
200
Sold out
79
Shares held by filers
90,055,456

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Forum Financial Management, LPin group Forum Financial Management, LP2,679$241K<0.01%+213F-HRTimelineGroup
Apriem Advisors2,648$238K0.03%new13F-HRTimeline
TrueWealth Advisors, LLC2,640$237K0.07%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,595$233K0.01%-18713F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO2,549$229K0.02%-66013F-HR/ATimelineGroup
CHOREO, LLC2,500$225K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,497$224K0.01%new13F-HRTimeline
J. W. Coons Advisors, LLC2,430$218K0.05%new13F-HRTimeline
Scientech Research LLC2,399$216K0.05%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,349$211K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,346$211K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC2,336$210K<0.01%new13F-HRTimeline
HighPoint Advisor Group LLC2,313$208K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,302$207K0.01%-2,47813F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC2,300$207K0.09%new13F-HRTimeline
Chicago Partners Investment Group LLC2,282$205K0.01%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,269$204K0.01%-1,70213F-HRTimelineGroup
Claro Advisors Inc.2,241$201K0.03%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,235$201K0.09%new13F-HRTimeline
Financiere des Professionnels - Fonds d…2,218$199K0.01%new13F-HR/ATimeline
Aster Capital Management (DIFC) Ltd2,114$190K0.04%-4,64713F-HRTimeline
iA Global Asset Management Inc.1,943$175K<0.01%+10813F-HRTimeline
Wilmington Savings Fund Society, FSB1,924$173K<0.01%+2713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,900$171K0.01%+413F-HRTimeline
Covestor Ltd1,801$162K0.1%-14113F-HRTimeline
Farther Finance Advisors, LLC1,780$160K<0.01%+44613F-HRTimeline
IFP Advisors, Inc1,705$155K<0.01%-23113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,699$153K<0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,648$148K0.01%-6513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,499$135K0.01%+49313F-HRTimelineGroup
Global Retirement Partners, LLC1,458$131K<0.01%13F-HRTimeline
Sachetta, LLC1,431$129K0.05%+913F-HRTimeline
Steward Partners Investment Advisory, L…1,415$127K<0.01%+27113F-HRTimeline
Arax Advisory Partners967$114K0.01%-15913F-HRTimeline
Versant Capital Management, Inc1,238$111K0.02%+69513F-HRTimeline
Blue Trust, Inc.1,090$97.9K<0.01%+4913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp967$86.9K<0.01%+3713F-HRTimelineGroup
Employees Retirement System of Texas906$81K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…900$80.9K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…900$80.9K0.05%-2,39413F-HR/ATimelineGroup
PRIVATE TRUST CO NA873$78.4K0.01%-613F-HRTimeline
Evolution Advisers, Inc.873$78K0.04%013F-HRTimeline
Painted Porch Advisors LLC827$74.3K0.03%-6413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …825$74K<0.01%-467,50213F-HRTimelineGroup
WealthCollab, LLC766$68.8K0.04%+19313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…740$66K<0.01%-69,53213F-HRTimelineGroup
Rialto Wealth Management, LLC676$60.7K0.02%+1313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP666$59.8K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC650$58.4K0.01%013F-HRTimeline
WHITTIER TRUST CO620$55.7K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.600$54K0.02%013F-HRTimeline
CENTRAL TRUST Co582$52.3K<0.01%013F-HRTimeline
MAI Capital Management574$51.6K<0.01%-2613F-HRTimeline
Smithfield Trust Co535$48K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.532$47.8K<0.01%-82713F-HRTimeline
Washington Trust Advisors, Inc.519$46.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/513$46.1K<0.01%+19813F-HR/ATimelineGroup
Quarry LP510$45.8K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…507$45.6K0.01%+36313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.497$45K<0.01%new13F-HRTimeline
Addison Advisors LLC457$41.1K0.01%+24713F-HRTimeline
Medallion Wealth Advisors, LLC400$36.6K0.01%013F-HRTimeline
CoreFirst Bank & Trust373$33.5K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP370$33.1K<0.01%+7813F-HRTimelineGroup
Brooklyn Investment Group340$30.6K<0.01%+14413F-HR/ATimeline
Asset Dedication, LLC320$28.8K<0.01%013F-HRTimeline
Allworth Financial LP300$27K<0.01%-16313F-HRTimeline
HM PAYSON & CO300$27K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.297$26.7K<0.01%-50613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC248$22.3K<0.01%013F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …246$22.1K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.235$21.1K0.01%-21013F-HRTimeline
NewSquare Capital LLC231$20.8K<0.01%+22013F-HRTimeline
Smartleaf Asset Management LLC216$19.3K<0.01%-25413F-HRTimeline
Anchor Investment Management, LLC200$18K<0.01%013F-HRTimeline
Hemington Wealth Management196$17K<0.01%+4613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management188$16.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV179$16.1K<0.01%+713F-HRTimeline
North Star Investment Management Corp.175$15.7K<0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.167$15K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC161$14.5K<0.01%+3113F-HRTimeline
Frazier Financial Advisors, LLC157$14.1K0.01%013F-HRTimeline
SJS Investment Consulting Inc.147$13.2K<0.01%-17913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK142$12.8K<0.01%-79213F-HRTimelineGroup
Access Investment Management LLC138$12.4K<0.01%13F-HRTimeline
Copeland Capital Management, LLC135$12.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC131$11.8K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.129$11.6K<0.01%-5513F-HRTimeline
NewEdge Advisors, LLC129$11.6K<0.01%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC108$9.71K<0.01%+1113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…106$9.53K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC105$9.44K<0.01%013F-HR/ATimeline
Innovative Advisory Group, LLC100$8.99K0.01%-90013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.96$8.63K<0.01%-12713F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…95$8.54K<0.01%-113F-HRTimeline
CVA Family Office, LLC94$8.45K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC87$7.82K0.01%+1713F-HRTimeline
Vermillion & White Wealth Management Gr…83$7.46K<0.01%new13F-HRTimeline
Larson Financial Group LLC81$7.32K<0.01%+4813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…81$7.28K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.75$7K<0.01%+6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.63$5.66K<0.01%+4313F-HRTimeline
Bell Investment Advisors, Inc63$5.66K<0.01%013F-HRTimeline
TRUST CO OF VERMONT63$5.66K<0.01%013F-HRTimeline
Bare Financial Services, Inc62$5.57K<0.01%+5313F-HRTimeline
Bogart Wealth, LLC58$5.21K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC57$5.12K<0.01%-313F-HRTimeline
Parkside Financial Bank & Trust56$5.03K<0.01%+1913F-HRTimeline
Avion Wealth58$5K<0.01%+3113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.55$4.94K<0.01%-113F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding53$4.76K-175,821Timeline
Altshuler Shaham Ltd49$4.4K<0.01%-113F-HRTimeline
MONTAG A & ASSOCIATES INC46$4.13K<0.01%013F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…49$4K<0.01%-23,38513F-HRTimeline
Carolina Wealth Advisors, LLC43$3.86K<0.01%013F-HRTimeline
True Wealth Design, LLC42$3.77K<0.01%+813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42$3.77K<0.01%+2913F-HRTimelineGroup
Grove Bank & Trust42$3.77K<0.01%013F-HRTimeline
Fortitude Family Office, LLC41$3.68K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$3.59K<0.01%+2013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.40$3.59K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC40$3.52K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC35$3.15K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors34$3.06K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC33$2.96K<0.01%013F-HRTimeline
Hughes Financial Services, LLC33$2.91K<0.01%-213F-HRTimeline
Sunbelt Securities, Inc.35$2.89K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.28$2.52K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.25$2.25K<0.01%013F-HRTimeline
North Capital, Inc.22$1.98K<0.01%013F-HRTimeline
Granite FO LLC21$1.89K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC19$1.71K<0.01%new13F-HRTimeline
Cromwell Holdings LLC13$1.17K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …13$1K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC12$1K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC11$988<0.01%+813F-HRTimeline
Financial Management Professionals, Inc.10$899<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9$809<0.01%-213F-HRTimeline
Stephens Consulting, LLC8$719<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC6$539<0.01%+313F-HRTimeline
SBI Securities Co., Ltd.6$539<0.01%+413F-HRTimeline
Raleigh Capital Management Inc.5$452<0.01%new13F-HRTimeline
Manchester Capital Management LLC5$450<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$450<0.01%013F-HRTimeline
AdvisorNet Financial, Inc5$449<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$359<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1$90<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$90<0.01%013F-HRTimeline
Fairman Group, LLC1$76<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.