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Security record · archived quarter

SEIC

SEI Investments Company · Financial Services · Asset Management

108.43 +1.2% mkt cap $13.01B quote delayed (FMP) · as of Oct 21 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
130Tracked holders
0Δ holders
71.49MShares held
$5.87BReported value
+2New positions
−1Exits
Stable Conviction score 52/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions +0.8% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 186.42K $18.72M n/a −2
Q2 2026 121 -4 65.79M $5.77B +6 −11
Q1 2026 129 0 65.64M $5.15B +5 −6
Q4 2025 130 0 71.49M $5.87B +2 −1
Q3 2025 18 -3 38.37M $3.26B n/a −4
Q2 2025 19 +4 32.04M $2.88B +4 n/a
Q1 2025 12 -2 11.10M $861.02M n/a −2
Q4 2024 14 -2 11.04M $913.45M n/a −2
Q3 2024 15 +1 5.70M $393.80M +1 n/a
Q2 2024 14 n/a 4.67M $301.54M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 11.07M -1.7% $908.07M 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 9.64M +4.0% $790.50M 0.0% ▲ Add 3 SEC ↗ ×19
3 Loomis Sayles & Co L P 8.74M n/a $717.23M 0.9% n/c 1 SEC ↗ ×2
4 Morgan Stanley ✦ 5.08M -9.3% $416.27M 0.0% ▼ Trim 2 SEC ↗ ×12
5 State Street Global Advisors ✦ (passive) 4.28M -5.6% $353.49M 0.0% ▼ Trim 5 SEC ↗
6 Bank Of America Corp /De/ 2.92M n/a $239.69M 0.0% n/c 1 SEC ↗ ×8
7 Geode Capital Management ✦ (passive) 2.89M +4.0% $237.42M 0.0% ▲ Add 7 SEC ↗ ×2
8 Dimensional Fund Advisors Lp 1.85M n/a $152.00M 0.0% n/c 1 SEC ↗ ×5
9 First Trust Advisors Lp 1.80M n/a $147.71M 0.1% n/c 1 SEC ↗ ×2
10 Invesco Ltd. 1.73M n/a $142.09M 0.0% n/c 1 SEC ↗ ×10
11 Caisse De Depot Et Placement Du… 1.38M n/a $113.27M 0.2% n/c 1 SEC ↗
12 Fidelity (FMR) ✦ 1.34M -0.5% $110.17M 0.0% ▼ Trim 3 SEC ↗ ×5
13 Bank of New York Mellon Corp 990.65K n/a $81.25M 0.0% n/c 1 SEC ↗ ×12
14 Northern Trust Corp 891.48K n/a $73.12M 0.0% n/c 1 SEC ↗ ×6
15 Ameriprise Financial Inc 821.46K n/a $67.38M 0.0% n/c 1 SEC ↗ ×3
16 Franklin Resources Inc 818.69K n/a $67.15M 0.0% n/c 1 SEC ↗ ×6
17 Charles Schwab Investment… 664.35K n/a $54.49M 0.0% n/c 1 SEC ↗
18 Norges Bank ✦ (passive) 652.87K New $53.55M 0.0% New 1 SEC ↗
19 UBS Group AG 636.19K n/a $52.18M 0.0% n/c 1 SEC ↗ ×2
20 Royal Bank Of Canada 611.17K n/a $50.13M 0.0% n/c 1 SEC ↗ ×9
21 Qube Research & Technologies Ltd 563.21K n/a $46.19M 0.1% n/c 1 SEC ↗
22 Raymond James Financial Inc 532.36K n/a $43.66M 0.0% n/c 1 SEC ↗ ×3
23 PFA Pension, Forsikringsaktieselskab 519.31K n/a $43.19M 0.1% n/c 1 SEC ↗
24 Arrowstreet Capital ✦ 463.65K +40.5% $38.03M 0.0% ▲ Add 7 SEC ↗
25 UBS AM, a distinct business unit of… 454.14K n/a $37.25M 0.0% n/c 1 SEC ↗ ×10
26 AQR Capital Management ✦ 451.87K -3.3% $37.06M 0.0% ▼ Trim 7 SEC ↗ ×6
27 JPMorgan Chase ✦ 433.47K -43.1% $35.55M 0.0% ▼ Trim 2 SEC ↗ ×7
28 Envestnet Asset Management Inc 427.79K n/a $35.09M 0.0% n/c 1 SEC ↗
29 ProShare Advisors LLC 405.35K n/a $33.25M 0.1% n/c 1 SEC ↗
30 Renaissance Technologies ✦ 397.23K +2.7% $32.58M 0.1% ▲ Add 7 SEC ↗
31 Victory Capital Management Inc 382.84K n/a $31.40M 0.0% n/c 1 SEC ↗
32 Millennium Management ✦ 371.63K -43.3% $30.48M 0.0% ▼ Trim 7 SEC ↗
33 Hsbc Holdings Plc 361.43K n/a $29.79M 0.0% n/c 1 SEC ↗ ×8
34 Bridgewater Associates ✦ 345.88K +31.8% $28.37M 0.1% ▲ Add 7 SEC ↗
35 Man Group plc 333.57K n/a $27.36M 0.1% n/c 1 SEC ↗ ×2
36 Goldman Sachs Group ✦ 319.21K +32.8% $26.18M 0.0% ▲ Add 2 SEC ↗ ×3
37 Barclays Plc 311.80K n/a $25.57M 0.0% n/c 1 SEC ↗ ×2
38 Rhumbline Advisers 309.33K n/a $25.37M 0.0% n/c 1 SEC ↗
39 Swiss National Bank 207.10K n/a $16.99M 0.0% n/c 1 SEC ↗
40 Connor, Clark & Lunn Investment… 204.27K n/a $16.75M 0.0% n/c 1 SEC ↗
41 Principal Financial Group Inc 200.36K n/a $16.43M 0.0% n/c 1 SEC ↗ ×2
42 California Public Employees… 193.65K n/a $15.88M 0.0% n/c 1 SEC ↗
43 Legal & General Group Plc 190.24K n/a $15.60M 0.0% n/c 1 SEC ↗ ×3
44 Nuveen, LLC 173.33K n/a $14.22M 0.0% n/c 1 SEC ↗ ×3
45 Markel Group ✦ 173.20K 0.0% $14.21M 0.1% Held 7 SEC ↗ ×2
46 Citadel Advisors ✦ 152.28K -26.3% $12.49M 0.0% ▼ Trim 3 SEC ↗ ×2
47 Osaic Holdings, Inc. 150.08K n/a $12.31M 0.0% n/c 1 SEC ↗ ×4
48 Rockefeller Capital Management L.P. 150.01K n/a $12.30M 0.0% n/c 1 SEC ↗ ×3
49 LPL Financial LLC 148.12K n/a $12.15M 0.0% n/c 1 SEC ↗
50 Jane Street Group, Llc 137.24K n/a $11.26M 0.0% n/c 1 SEC ↗ ×2
51 Tidal Investments LLC 133.32K n/a $10.94M 0.0% n/c 1 SEC ↗
52 American Century Companies Inc 128.51K n/a $10.54M 0.0% n/c 1 SEC ↗
53 Alliancebernstein L.P. 124.99K n/a $10.25M 0.0% n/c 1 SEC ↗
54 Point72 Asset Management ✦ 118.71K New $9.74M 0.0% New 1 SEC ↗
55 State Board Of Administration Of… 116.37K n/a $9.54M 0.0% n/c 1 SEC ↗
56 Truist Financial Corp 111.30K n/a $9.13M 0.0% n/c 1 SEC ↗ ×3
57 Td Asset Management Inc 110.20K n/a $9.04M 0.0% n/c 1 SEC ↗ ×2
58 Creative Planning 110.04K n/a $9.03M 0.0% n/c 1 SEC ↗
59 Wells Fargo & Company/Mn 107.47K n/a $8.81M 0.0% n/c 1 SEC ↗ ×4
60 Bank Of Montreal /Can/ 106.08K n/a $8.70M 0.0% n/c 1 SEC ↗ ×5
61 Quantinno Capital Management LP 104.59K n/a $8.58M 0.0% n/c 1 SEC ↗
62 California State Teachers… 99.03K n/a $8.12M 0.0% n/c 1 SEC ↗
63 Stifel Financial Corp 96.69K n/a $7.93M 0.0% n/c 1 SEC ↗ ×4
64 State Of Wisconsin Investment Board 88.44K n/a $7.25M 0.0% n/c 1 SEC ↗
65 Robeco Institutional Asset… 87.79K n/a $7.20M 0.0% n/c 1 SEC ↗
66 T. Rowe Price ✦ 80.97K +4.0% $6.64M 0.0% ▲ Add 7 SEC ↗
67 Allianz Asset Management GmbH 77.00K n/a $6.32M 0.0% n/c 1 SEC ↗
68 Chevy Chase Trust Holdings, LLC 75.99K n/a $6.23M 0.0% n/c 1 SEC ↗ ×2
69 Manufacturers Life Insurance… 71.88K n/a $5.90M 0.0% n/c 1 SEC ↗
70 Universal- Beteiligungs- und… 67.12K n/a $5.54M 0.0% n/c 1 SEC ↗
71 Mirae Asset Global Investments Co.… 63.05K n/a $5.17M 0.0% n/c 1 SEC ↗
72 Russell Investments Group, Ltd. 55.43K n/a $4.55M 0.0% n/c 1 SEC ↗ ×6
73 Cwm, Llc 53.84K n/a $4.42M 0.0% n/c 1 SEC ↗
74 Citigroup Inc 52.91K n/a $4.34M 0.0% n/c 1 SEC ↗ ×3
75 Janus Henderson Group Plc 45.12K n/a $3.70M 0.0% n/c 1 SEC ↗
76 New York State Common Retirement… 43.10K n/a $3.54M 0.0% n/c 1 SEC ↗
77 Holocene Advisors, LP 42.53K n/a $3.49M 0.0% n/c 1 SEC ↗
78 Ensign Peak Advisors, Inc 42.47K n/a $3.48M 0.0% n/c 1 SEC ↗
79 Cerity Partners LLC 39.50K n/a $3.24M 0.0% n/c 1 SEC ↗ ×3
80 Bnp Paribas Financial Markets 38.55K n/a $3.16M 0.0% n/c 1 SEC ↗
81 Us Bancorp \De\ 38.37K n/a $3.15M 0.0% n/c 1 SEC ↗ ×4
82 Credit Agricole S A 34.62K n/a $2.84M 0.0% n/c 1 SEC ↗
83 Zurcher Kantonalbank (Zurich… 30.82K n/a $2.53M 0.0% n/c 1 SEC ↗
84 Corient Private Wealth LP 34.97K n/a $2.52M 0.0% n/c 1 SEC ↗ ×2
85 Wealth Enhancement Advisory… 27.04K n/a $2.38M 0.0% n/c 1 SEC ↗
86 Focus Partners Wealth 28.99K n/a $2.38M 0.0% n/c 1 SEC ↗
87 Cetera Investment Advisers 28.95K n/a $2.37M 0.0% n/c 1 SEC ↗
88 Pnc Financial Services Group, Inc. 28.36K n/a $2.33M 0.0% n/c 1 SEC ↗ ×5
89 Canada Pension Plan Investment Board 26.70K n/a $2.19M 0.0% n/c 1 SEC ↗
90 Captrust Financial Advisors 23.26K n/a $1.91M 0.0% n/c 1 SEC ↗
91 Mercer Global Advisors Inc /Adv 22.83K n/a $1.87M 0.0% n/c 1 SEC ↗
92 Mml Investors Services, Llc 21.41K n/a $1.76M 0.0% n/c 1 SEC ↗
93 Deutsche Bank Ag\ 20.72K n/a $1.70M 0.0% n/c 1 SEC ↗ ×5
94 Danske Bank A/S 20.68K n/a $1.70M 0.0% n/c 1 SEC ↗ ×3
95 Lazard Asset Management Llc 20.53K n/a $1.68M 0.0% n/c 1 SEC ↗
96 Neuberger Berman Group LLC 19.02K n/a $1.56M 0.0% n/c 1 SEC ↗
97 Susquehanna International Group, Llp 16.84K n/a $1.38M 0.0% n/c 1 SEC ↗
98 Amundi 16.75K n/a $1.37M 0.0% n/c 1 SEC ↗ ×2
99 Pictet Asset Management Holding SA 16.03K n/a $1.31M 0.0% n/c 1 SEC ↗
100 Lido Advisors, LLC 14.72K n/a $1.25M 0.0% n/c 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $53.55M 0.0%
Point72 Asset Management $9.74M 0.0%

Exited

Marshall Wace $521,743 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 562 holders, 89.53M shares, $6.55B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 22 LANE MICHAEL

Officer · 2.40K sh · $246,672

Sep 03 Hicke Ryan

Officer · 37.50K sh · $4.15M

Aug 28 Peterson Michael

Officer · 37.50K sh · $4.18M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A: LOOMIS SAYLES & CO L P

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API