SEI投资公司

US · SEIC #1297 按市值排名上市于 1970

104.40 -0.87 -0.83%

实时 - 追踪5344个代码 - 心跳于527秒前 · 2026-10-16 19:30

✦ 量化股权信号计算方式说明

涨跌不一/平稳

最近一期（2026/Q3）披露持股的机构数量增加了1家。
机构持股总比例基本持平。

机构持股

机构持股比例: 76.55% +0.06pp
机构数量: 656 +1
数据截至: 2026/Q3 较上一报告期

持股变动 vs 资金流向

方向分歧

机构在上一报告期增持了股份，同时该股在最近20个交易日的主力资金呈净流出——两者方向出现分歧。

机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。

持股人类型

Mutual Fund65.34%

Individual/Insider17.08%

Hedge Fund3.20%

Government Pension Fund2.68%

Public Company2.25%

Private Company1.22%

Sovereign Wealth Fund0.74%

Insurance Company0.47%

Family Office/Trust0.47%

Other6.55%

主要股东截至 2026-09-30

Alfred West 13.36% · 16.03M 股

BlackRock 8.27% · 9.93M 股

Loomis, Sayles & Company L.P. 7.07% · 8.48M 股

Vanguard Portfolio Management, LLC 5.12% · 6.14M 股

Vanguard Capital Management, LLC 4.40% · 5.28M 股

State Street Global Advisors 3.54% · 4.25M 股

Eaton Vance Management 3.30% · 3.97M 股

Boston Partners Global Investors, Inc. 2.58% · 3.09M 股

Geode Capital Management, LLC 2.46% · 2.95M 股

Carmen Romeo 2.40% · 2.88M 股

条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。

内部人持股

共追踪50份申报 · 19次买入 · 29次卖出

姓名	职务	持股比例
Alfred West	Executive Chairperson	13.36%
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%

内部人交易最近的 Form 4 申报记录

日期	姓名	职务	类型	股数	价格
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 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。

报价时间 2026-10-16 19:30:04 · 仅供参考，不构成投资建议，也未考虑您的具体情况。