SEI Investments
SEIC
102.07
-0.79
-0.77%
SEI Investments
US · SEIC
#1297 by market cap
Listed 1970
102.07
-0.79
-0.77%
Live - 5344 symbols - heartbeat 497s ago
· 2026-10-08 06:33
Pre-market
101.75
-0.31%
After-hours
102.07
0.00%
- Market cap
- 12.25B
- P/E (TTM)i
- 18.00
- P/Bi
- 4.90
- EPSi
- 5.63
- Div yieldi
- 1.02%
- 52W posi
- 73%
Reader sentiment
Are you bullish or bearish on SEIC?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Mixed / stable
- The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 76.69% -0.03pp
- Institutions
- 660 +1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund65.57%
Individual/Insider17.11%
Hedge Fund3.20%
Government Pension Fund2.68%
Public Company2.25%
Private Company1.23%
Sovereign Wealth Fund0.74%
Family Office/Trust0.47%
Insurance Company0.38%
Other6.38%
Top holders as of 2026-06-29
Alfred West
13.38% · 16.06M sh
BlackRock
8.27% · 9.93M sh
Loomis, Sayles & Company L.P.
7.07% · 8.48M sh
Vanguard Portfolio Management, LLC
5.12% · 6.14M sh
Vanguard Capital Management, LLC
4.40% · 5.28M sh
State Street Global Advisors
3.54% · 4.25M sh
Eaton Vance Management
3.30% · 3.97M sh
Boston Partners Global Investors, Inc.
2.58% · 3.09M sh
Geode Capital Management, LLC
2.46% · 2.95M sh
Carmen Romeo
2.40% · 2.88M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 19 buys · 29 sells
| Name | Role | Stake |
|---|---|---|
| Alfred West | Executive Chairperson | 13.38% |
| Carmen Romeo | Independent Director | 2.40% |
| William Doran | Director | 0.52% |
| Dennis McGonigle | Chief Financial Officer | 0.50% |
| Ryan Hicke | Chief Executive Officer | 0.09% |
| Kathryn McCarthy | Lead Independent Director | 0.06% |
| Sean Denham | Executive Vice President | 0.05% |
| Philip McCabe | Executive VP & Head of SEI’s Investment Managers Business | 0.03% |
| Carl Guarino | Independent Director | 0.03% |
| Michael Peterson | Executive Vice President | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-29 | Alfred West | Executive Chairperson | Open Market Disposition | -33,877 | $103.16–103.40 |
| 2026-09-21 | Michael Lane | Executive VP & Head of Asset Management | Open Market Disposition | -2,400 | $102.78 |
| 2026-09-02 | Ryan Hicke | Chief Executive Officer | Derivative Exercise and Sale | -37,500 | $48.47–110.71 |
| 2026-08-31 | Carmen Romeo | Independent Director | Derivative Exercise and Sale | -5,000 | $49.63–109.70 |
| 2026-08-27 | Michael Peterson | Executive Vice President | Derivative Exercise and Sale | -37,500 | $56.54–111.51 |
| 2026-08-04 | Philip McCabe | Executive VP & Head of SEI’s Investment Managers Business | Derivative Exercise and Sale | -30,000 | $49.63–105.50 |
| 2026-08-04 | Philip McCabe | Executive VP & Head of SEI’s Investment Managers Business | Intent to Sell (Form 144) | -5,043 | $105.50 |
| 2026-08-03 | Philip McCabe | Executive VP & Head of SEI’s Investment Managers Business | Intent to Sell (Form 144) | -24,957 | $105.04 |
| 2026-08-02 | Kathryn McCarthy | Lead Independent Director | Derivative Exercise and Sale | -10,000 | $71.12–103.54 |
| 2026-07-27 | Carl Guarino | Independent Director | Derivative Exercise and Sale | -10,000 | $49.63–103.20 |
| 2026-07-27 | Michael Peterson | Executive Vice President | Derivative Exercise and Sale | -25,000 | $55.73–102.05 |
| 2026-07-27 | Mark Warner | Chief Accounting Officer | Derivative Exercise and Sale | -15,000 | $56.54–102.97 |
| 2026-07-23 | Sanjay Sharma | Executive VP and Global Head of Private Banking & Wealth Management of SEI | Derivative Exercise and Sale | -20,000 | $71.12–99.33 |
| 2026-07-23 | Sneha Shah | Executive VP & Head of New Business Ventures SEI | Sale to Issuer | -3,746 | $96.73 |
| 2026-06-28 | Alfred West | Executive Chairperson | Open Market Disposition | -57,332 | $87.18–88.09 |
| 2026-06-08 | William Doran | Director | Open Market Disposition | -5,000 | $90.50 |
| 2026-05-25 | Sneha Shah | Executive VP & Head of New Business Ventures SEI | Initial Statement of Beneficial | 0 | -- |
| 2026-05-03 | Kathryn McCarthy | Lead Independent Director | Derivative Exercise and Sale | -10,000 | $49.63–91.07 |
| 2026-04-27 | Mark Warner | Chief Accounting Officer | Derivative Exercise and Sale | -4,000 | $48.47–91.16 |
| 2026-04-22 | Michael Peterson | Executive Vice President | Derivative Exercise and Sale | -10,000 | $48.47–90.00 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 06:33:07 · For reference only, not investment advice and not tailored to your situation.