DOSSIER · 13F Holders · Q1 2026Financial Services · Security Brokers, Dealers & Flotation CompaniesCheap mega-capRe-rated
SEIC

SEI INVTS CO

605 institutions still hold SEI INVTS CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 784117103·Security Brokers, Dealers & Flotation Companies·605 13F holders·last filed Mar 31, 2026
Market cap
9.5%
vs prior quarter
13F value held
$4.7B
47.0% inst. owned
of float
Holders
605
+17 QoQ
filers reporting
Activity
+20 / −9
+996 added · −826 reduced
this quarter
Concentration
16.86%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

605 institutions reported SEIC in Q1 2026. BlackRock, Inc. leads at 16.9% of the visible book. +17 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$793M10.1M0.01%Q1 2026
02
LOOMIS SAYLES & CO L P
CIK 0000312348
$677M8.6M0.91%Q1 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$481M6.1M0.03%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$376M4.8M0.02%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$372M4.7M0.01%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$328M4.2M0.01%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$229M2.9M0.02%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$222M2.8M0.01%Q1 2026
09
FMR LLC
CIK 0000315066
$164M2.1M0.01%Q1 2026
10
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$147M1.9M0.03%Q1 2026
11
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$143M1.8M0.10%Q1 2026
12
Boston Partners
CIK 0001386060
$139M1.8M0.15%Q1 2026
13
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
CIK 0000898286
$94M1.2M0.15%Q1 2026
14
Invesco Ltd.
CIK 0000914208
$90M1.1M0.01%Q1 2026
15
Boston Trust Walden Corp
CIK 0001534866
$82M1.0M0.67%Q1 2026
16
ROYCE & ASSOCIATES LP
CIK 0000906304
$78M996K0.77%Q1 2026
17
FRANKLIN RESOURCES INC
CIK 0000038777
$77M983K0.02%Q1 2026
18
Bank of New York Mellon Corp
CIK 0001390777
$73M936K0.01%Q1 2026
19
NORTHERN TRUST CORP
CIK 0000073124· Index
$71M906K0.01%Q1 2026
20
AMERIPRISE FINANCIAL INC
CIK 0000820027
$68M870K0.02%Q1 2026
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