SEI Investments Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
SEI Investments Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
No thesis.
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; no measured co-movers for SEI Investments Co.
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; no measured co-movers for SEI Investments Co.
Largest filed tie
—
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $870.7M | 10.96% | −1.81% |
| Loomis Sayles & Co L P | $744.0M | 9.37% | −1.70% |
| Vanguard Portfolioindex-like | $538.6M | 6.78% | +0.25% |
| Vanguardindex-like | $411.0M | 5.18% | −1.17% |
| State Streetindex-like | $372.9M | 4.70% | +1.59% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $870.7M | 10.96% | −1.81% |
| Loomis Sayles & Co L P | $744.0M | 9.37% | −1.70% |
| Vanguard Portfolioindex-like | $538.6M | 6.78% | +0.25% |
| Vanguardindex-like | $411.0M | 5.18% | −1.17% |
| State Streetindex-like | $372.9M | 4.70% | +1.59% |
Bull2
Bear1
Expected move
No implied move.
SEI Investments Co
108.58
+3.12 · +2.96%