HolderBook

SEI INVTS CO (SEIC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

19
Reporting holders
$3.8M
Reported value
0.0%
Calls
0.0%
Puts
-559
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$761.0K7,4130.03%12q+3.3%+$24.0K
BAKER TILLY WEALTH MANAGEMENT, LLC$619.2K6,0320.12%23qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$394.0K3,8370.28%4q-23.4%-$120.2K
CoreCap Advisors, LLC$367.8K3,5830.01%9q+1521.3%+$345.1K
Cadent Capital Advisors, LLC$351.3K3,4220.08%24qHELD
TrueWealth Advisors, LLC$271.0K2,6400.06%8qHELD
Wedmont Private Capital$258.6K2,5050.01%2q+15.2%+$34.2K
Versant Capital Management, Inc$225.2K2,1940.02%32q+2.6%+$5.6K
Farther Finance Advisors, LLC$162.7K1,5850.00%16q+23.3%+$30.8K
GK Wealth Management LLC$159.8K1,5560.09%newNEW
Wealth Enhancement Trust Services, Inc.$127.9K1,2460.01%4q+3.9%+$4.8K
ELEVATION WEALTH PARTNERS, LLC$45.0K4380.01%5q+41.7%+$13.2K
TOTH FINANCIAL ADVISORY CORP$43.1K4200.00%25qHELD
TOMPKINS FINANCIAL CORP$10.0K970.00%2qHELD
GoalVest Advisory LLC$4.3K420.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$4.0K390.00%newNEW
Marquette Asset Management, LLC$3.3K320.00%3qHELD
Grove Bank & Trust$1.6K160.00%3qHELD
Planning Strategies Inc.$1.2K120.00%2q+20.0%
CX Institutional$575520.00%3q+3.8%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ALoomis, Sayles & Co., L.P.7.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-26WEST ALFRED P JROtherSold50,000$4.4M ×2
2026-08-28Peterson MichaelExecutive Vice PresidentSold37,500$4.2M
2026-09-03Hicke RyanChief Executive OfficerSold37,500$4.2M
2026-09-29WEST ALFRED P JROtherSold28,394$2.9M
2026-08-04McCabe PhilipSee RemarksSold24,957$2.6M
2026-07-28Peterson MichaelExecutive Vice PresidentSold25,000$2.6M
2026-04-23Sharma SanjaySee Remarks*Sold25,000$2.3M ×2
2026-07-24Sharma SanjaySee Remarks*Sold20,000$2.0M
2026-07-28Warner Mark AndrewSee Remarks*Sold15,000$1.5M ×3
2026-04-23McCabe PhilipSee RemarksSold15,000$1.4M
2026-08-03MCCARTHY KATHRYNDirectorSold10,000$1.0M
2026-07-28GUARINO CARLDirectorSold10,000$1.0M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202619$3.8M37,1093810.0%
Q2 2026578$8.5B96,211,874751642120.3%
Q1 2026567$7.2B91,089,482702041630.2%
Q4 2025560$7.3B89,323,924581891820.0%
Q3 2025550$7.6B89,023,833592031600.1%
Q2 2025567$8.2B91,190,0851031701920.1%
Q1 2025548$7.3B93,749,293611791710.1%
Q4 2024542$7.5B91,234,265731491710.1%
Q3 2024501$6.4B92,210,742461581690.4%
Q2 2024493$6.1B93,448,505491641470.4%
Q1 2024476$7.7B106,569,442431301670.1%
Q4 2023491$6.3B99,177,097501321690.0%
Q3 2023459$5.6B93,609,149421381570.0%
Q2 2023458$5.5B92,902,004571231590.2%
Q1 2023441$5.4B93,366,898361281560.1%
Q4 2022444$5.4B93,345,890501231490.0%
Q3 2022429$4.6B94,391,955251231600.1%
Q2 2022453$5.2B95,935,939421421520.1%
Q1 2022461$5.8B96,502,218361541460.2%
Q4 2021473$6.0B97,642,488471321470.1%
Q3 2021443$5.7B96,650,963361301580.1%
Q2 2021442$6.1B97,614,082411401370.1%
Q1 2021443$6.0B98,107,553401311600.0%
Q4 2020441$5.7B99,207,784421241680.1%
Q3 2020428$5.1B100,238,934441271450.1%
Q2 2020424$5.8B104,745,644621221440.1%
Q1 2020414$5.1B110,714,576411171560.1%
Q4 2019440$7.5B113,977,519431201460.0%
Q3 2019418$6.2B104,622,178461351260.0%
Q2 2019406$6.0B106,164,071461201330.1%
Q1 2019415$5.6B106,667,424461251300.1%
Q4 2018405$5.1B109,963,15873100.0%