SEI Investments Company (SEIC) Shareholders & Insider Trades
SEI Investments shareholders at a glance
The largest holder of SEI Investments stock is Al West14.96 %, with 18.0 million shares (14.96% of the company), worth about $1.99 billion as of September 25, 2026. The 10 largest holders together own 53.3%.
In Q2 2026, 589 institutional holdings reports listed 101.0 million shares worth $8.06 billion, up 12.2% in shares from Q1 2026.
Insiders reported 89 transactions in the last two years: 32 sales worth $89.02 million and no purchases. The newest one on file is from May 4, 2026 (Mccarthy Kathryn M, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 4, 2026.
SEI Investments Company
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest SEI Investments shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Al West14.96 % | 18.0 million | 14.96% | $2.0B |
| BlackRock Advisors LLC | 9.3 million | 7.78% | $1.0B |
| Loomis, Sayles & Co. LP | 8.5 million | 7.07% | $941.0M |
| Vanguard Portfolio Management LLC | 6.1 million | 5.12% | $682.0M |
| Vanguard Capital Management LLC | 4.7 million | 3.90% | $520.0M |
| State Street Corporation | 4.3 million | 3.54% | $472.0M |
| Atlanta Capital Management Co. LLC | 4.1 million | 3.43% | $457.0M |
| Boston Partners Global Investors, Inc. | 3.1 million | 2.58% | $343.0M |
| Geode Capital Management LLC | 3.0 million | 2.46% | $328.0M |
| Managed Account Advisors LLC | 2.9 million | 2.42% | $323.0M |
As of September 25, 2026.
SEI Investments institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 589 | 101.0 million | $8.1B |
| Q1 2026 | 584 | 90.0 million | $7.1B |
| Q4 2025 | 575 | 89.3 million | $7.3B |
| Q3 2025 | 564 | 89.0 million | $7.5B |
| Q2 2025 | 577 | 91.3 million | $8.2B |
| Q1 2025 | 564 | 93.7 million | $7.3B |
| Q4 2024 | 557 | 91.2 million | $7.5B |
| Q3 2024 | 515 | 92.6 million | $6.4B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
SEI Investments insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Mccarthy Kathryn M | May 4, 2026 | Director | Sale at price 91.07 per share. | $910,700 |
| Mccarthy Kathryn M | May 4, 2026 | Director | Conversion of Exercise of derivative security at price 49.63 per share. | $496,300 |
| Warner Mark Andrew | Apr 28, 2026 | Officer | Sale at price 91.16 per share. | $364,640 |
| Warner Mark Andrew | Apr 28, 2026 | Officer | Conversion of Exercise of derivative security at price 48.47 per share. | $193,880 |
| Peterson Michael N | Apr 23, 2026 | Officer | Sale at price 90.00 per share. | $900,000 |
| Sharma Sanjay | Apr 23, 2026 | Officer | Sale at price 90.08 - 90.73 per share. | $2.3M |
| Mccabe Philip N | Apr 23, 2026 | Officer | Sale at price 91.82 per share. | $1.4M |
| Sharma Sanjay | Apr 23, 2026 | Officer | Conversion of Exercise of derivative security at price 49.63 per share. | $1.2M |
| Peterson Michael N | Apr 23, 2026 | Officer | Conversion of Exercise of derivative security at price 48.47 per share. | $484,700 |
| West Alfred Paul Jr | Mar 11, 2026 | Divisional Officer | Sale at price 78.88 - 80.47 per share. | $5.0M |
| Warner Mark Andrew | Feb 25, 2026 | Officer | Sale at price 81.74 per share. | $326,960 |
| Warner Mark Andrew | Feb 25, 2026 | Officer | Stock Award(Grant) at price 71.12 per share. | $284,480 |
Newest 12 of 89 insider transactions in the last two years.
Questions and answers
Who owns the most SEI Investments stock?
Al West14.96 %, with 14.96% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (7.78%) and Loomis, Sayles & Co. LP (7.07%).
How many institutions own SEI Investments stock?
589 institutional holdings reports listed SEI Investments shares in Q2 2026, 101.0 million shares in all worth $8.06 billion.
Are SEI Investments insiders buying or selling the stock?
In the last two years insiders reported 32 sales and no purchases (89 transactions in all); the newest on file is from May 4, 2026.
