§ FINANCIAL SERVICES
USD · Financial ServicesSEIC
SEI INVESTMENTS COMPANY
USDSector · Financial ServicesBeta · 0.97
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
258 increased/new, 230 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.2 | P/B | 4.10 |
| EPS (TTM) | 5.63 | Dividend | 1.33% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.1M | 0.0% | +5% |
| LOOMIS SAYLES & CO L P | 8.6M | 0.9% | −1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1M | n/a | n/a |
| Morgan Stanley | 4.8M | 0.0% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | n/a | n/a |
| State Street | 4.2M | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for SEIC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER21.0% · 0 holders
OTHER30.5% · 439 holders
PASSIVE / INDEX15.3% · 10 holders
DEALER / BANK14.0% · 47 holders
QUALITY / COMPOUNDER13.1% · 22 holders
INCOME / DEFENSIVE2.5% · 34 holders
SYSTEMATIC / QUANT1.5% · 9 holders
DEEP VALUE1.4% · 1 holder
TACTICAL / MACRO0.5% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SEIC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SEIC yet.