SEI Investments Company· SEIC

🇺🇸 US · LargeSP400NASDAQ

Financial Services Asset Management Website

Price: $105.20
Day: +0.33%
Mkt Cap: $12.63B
52W Range: $75.08 – $112.15
Volume: 3.54M
Beta: 0.97

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.7 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 584 institutions hold; 250 added, 227 reduced
Insiders Q3 2026: no purchases, 12 sales ($20.2M)

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SEI Investments Company

SEIC|Financial Services|Asset Management

Current price: $105

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.7x

vs own 6-quarter average

Seller breadth · Q3 2026

8 sellers

vs 3.5 avg per quarter

Institutional net breadth · Q2 2026

+30

328 adding vs 298 reducing

Institutional ownership · Q2 2026

75.8%

584 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

9.9M

-0.7%

LOOMIS SAYLES & CO L P

8.5M

-0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.1M

+1.3%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

-0.1%

STATE STREET CORP

4.3M

+2.7%

MORGAN STANLEY

4.1M

-13.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

130

66 buying130 unchanged86 selling

282 funds held SEIC in Q2 2026, holding 71.9M shares between them, up 1.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.7M sh

NATIONWIDE MUTUAL FUNDS40.7K sh

North Square Investments Trust12.2K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 8

WEST ALFRED P JR

$8.0M

Sale · Dec 13

WEST ALFRED P JR

$6.9M

Sale · May 28

WEST ALFRED P JR

$6.4M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SEIC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.7/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.7/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SEIC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

12 sales totaling $20.2M (190.0K shares)

Share volume is elevated at 1.7x the historical average

8 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

1.7x

Selling pace

vs own 6-qtr average

Elevated

0.93%

Stake sold

of active insiders' holdings

8 sellers

Seller breadth

vs 3.5 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, SEIC

Top 8 highest-value insider trades from the last 8 quarters

WEST ALFRED P JR

Executive Chairman

Sell

100,000 shares at $80.26

≈1.3% of their stake at the time

Nov 8, 2024$8.03M

WEST ALFRED P JR

Executive Chairman

Sell

80,955 shares at $85.64

≈1.1% of their stake at the time

Dec 13, 2024$6.93M

WEST ALFRED P JR

Executive Chairman

Sell

75,000 shares at $85.78

≈1.1% of their stake at the time

May 28, 2025$6.43M

WEST ALFRED P JR

Executive Chairman

Sell

64,498 shares at $84.26

≈0.9% of their stake at the time

May 29, 2025$5.43M

Hicke Ryan

CEO

Sell

49,937 shares at $87.39

≈19.2% of their stake at the time

Jan 29, 2026$4.36M

Peterson Michael

EVP

Sell

50,000 shares at $84.27

≈78.7% of their stake at the time

May 15, 2025$4.21M

Peterson Michael

EVP

Sell

37,500 shares at $111.51

≈65.0% of their stake at the time

Aug 28, 2026$4.18M

Hicke Ryan

CEO

Sell

37,500 shares at $110.71

≈16.3% of their stake at the time

Sep 3, 2026$4.15M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SEIC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

75.8% institutional ownership

Balanced activity: 328 adding vs 298 reducing

13F shares increased by 1.4%, a modest change

Momentum weakening from prior quarter

+30

Net breadth

328 adding vs 298 reducing

Balanced

1.10

Add / reduce ratio

in Q2 2026

New − closed

78 initiated, 71 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+328 growing-298 shrinkingNet: +30

250

227

New (78)

Increased (250)

Reduced (227)

Closed (71)

Top Institutional Holders, SEIC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

9.9M

$870.7M

Ownership

8.25%

-0.7%

LOOMIS SAYLES & CO L P

8.5M

$744.0M

Ownership

7.05%

-0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.1M

$538.6M

Ownership

5.10%

+1.3%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

$411.0M

Ownership

3.89%

-0.1%

STATE STREET CORP

4.3M

$372.9M

Ownership

3.53%

+2.7%

MORGAN STANLEY

4.1M

$361.3M

Ownership

3.42%

-13.1%

BOSTON PARTNERS

3.1M

$271.4M

Ownership

2.57%

+76.7%

GEODE CAPITAL MANAGEMENT, LLC

3.0M

$259.1M

Ownership

2.45%

+5.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 282 ETFs and mutual funds reporting

66 buying86 sellingNet: -20

130

Buying (66)

Unchanged (130)

Selling (86)

In total, funds bought 3.7M shares and sold 2.9M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

282 ETFs and mutual funds reporting

86 funds selling vs 66 buying

Top Fund Holders, SEIC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.7M

Weight

8.24%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

40.7K

Weight

0.01%

Jul 31, 2026Decreased

North Square Investments Trust

12.2K

Weight

0.02%

Jun 30, 2026No change

AMG FUNDS

11.9K

Weight

0.04%

Jun 30, 2026No change

Nuveen NASDAQ 100 Dynamic Overwrite Fund

11.3K

Weight

2.26%

Jun 30, 2026No change

VARIABLE INSURANCE PRODUCTS FUND II

9.8K

Weight

0.04%

Jun 30, 2026Increased

Listed Funds Trust

5.2K

Weight

89.11%

Jul 31, 2026No change

PFS FUNDS

4.7K

Weight

24.16%

Jul 31, 2026No change

SEI Investments Company· SEIC

Holdings Analysis

Insider Trading Activity

1.3Transaction History151Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History151Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings150Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights