SEI INVTS CO

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SEIC·784117103·US·Common Stock·Financial Services - Asset Management-13D/G

SEIC (SEI INVTS CO) is held by 203 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($870.7M), LOOMIS SAYLES & CO L P ($744M), VANGUARD PORTFOLIO MANAGEMENT LLC ($538.6M). Net institutional sentiment: Mixed.

203

Holders

(16 Elite)

$6.8B

Total Value

44% (208)

Consensus

91 buying - 117 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)84

Insider (Form 4)33

Activist (13D/13G)63

Congressional (STOCK Act)81

Holder Quality

13

★★★★★

Elite

17

★★★★

Strong

21

★★★

Solid

59

★★

Below

18

★

Weak

Held by 203 funds

16 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Jun 29, 2026 · Activists Aug 14, 2026 · Congress none

ActivistLoomis, Sayles & Co., L.P.7.0%Aug 14, 2026

InsiderWJWEST ALFRED P JRSell $493KJun 29, 2026

InsiderWJWEST ALFRED P JRSell $148KJun 29, 2026

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Top Holders

Top Holders (203)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	9.9M(-1.8%)	$870.7M	0.0%	+35.46%	0
LOOMIS SAYLES & CO L P	Decreased	8.5M(-1.7%)	$744M	0.9%	+151.90%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	6.1M(+0.3%)	$538.6M	0.0%	+33.98%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	4.7M(-1.2%)	$411M	0.0%	+34.00%	0
STATE STREET CORP	Increased	4.3M(+1.6%)	$372.9M	0.0%	+76.94%	32
MORGAN STANLEY	Decreased	4.1M(-14.1%)	$361.3M	0.0%	+73.30%	0
Boston Partners	Increased	3.1M(+74.8%)	$271.4M	0.2%	+30.60%	56
GEODE CAPITAL MANAGEMENT, LLC	Increased	3M(+4.3%)	$259.1M	0.0%	+80.11%	32
BANK OF AMERICA CORP /DE/	Decreased	2.9M(-0.4%)	$255.1M	0.0%	+35.67%	0
FMR LLC	Increased	2.5M(+20.0%)	$220.2M	0.0%	+32.47%	36
DIMENSIONAL FUND ADVISORS LP	Increased	2M(+4.8%)	$172.1M	0.0%	+77.31%	32
FIRST TRUST ADVISORS LP	Decreased	1.5M(-17.6%)	$131.7M	0.1%	+46.81%	0
Invesco Ltd.	Decreased	1.1M(-3.0%)	$97.4M	0.0%	+74.08%	0
ROYCE & ASSOCIATES LP	Increased	1.1M(+5.4%)	$92.1M	0.7%	+89.32%	44
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	Decreased	1M(-16.3%)	$87.9M	0.1%	+38.62%	0
Boston Trust Walden Corp	Decreased	991,300(-4.7%)	$86.9M	0.7%	+98.28%	0
NORTHERN TRUST CORP	Increased	914,907(+1.0%)	$80.2M	0.0%	+96.44%	30
Bank of New York Mellon Corp	Decreased	894,194(-4.5%)	$78.4M	0.0%	+103.32%	0
BARCLAYS PLC	Increased	825,215(+116.6%)	$72.4M	0.0%	+34.77%	48
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	695,446(-0.1%)	$61M	0.0%	+134.26%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer