SEIC Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 14.60%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $45,767,384.56

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$81.25

▲ +0.25 (0.31%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

SEI Investments Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/29/2025	Kathryn McCarthy	Director	Sell	10,000	$85.66	$856,600.00	75,641
9/23/2025	Carl Guarino	Director	Sell	10,000	$86.41	$864,100.00	16,042
8/19/2025	Ryan Hicke	CEO	Sell	35,000	$88.30	$3,090,500.00	171,260
7/29/2025	Mark Andrew Warner	Insider	Sell	5,000	$88.75	$443,750.00	1,300
5/29/2025	Alfred P. West, Jr.	Chairman	Sell	66,126	$84.28	$5,573,099.28	6,937,582
5/28/2025	Alfred P. West, Jr.	Chairman	Sell	75,000	$85.78	$6,433,500.00	7,003,708
5/15/2025	Michael Peterson	EVP	Sell	50,000	$84.27	$4,213,500.00	13,500
5/14/2025	Ryan Hicke	CEO	Sell	21,000	$83.36	$1,750,560.00	171,260
5/14/2025	Sanjay Sharma	Insider	Sell	20,000	$83.40	$1,668,000.00	23,895
3/5/2025	Alfred P. West, Jr.	Chairman	Sell	1,372	$76.28	$104,656.16	7,078,708
3/3/2025	Alfred P. West, Jr.	Chairman	Sell	72,842	$79.45	$5,787,296.90	7,160,080
3/3/2025	Mark Andrew Warner	Insider	Sell	5,000	$80.39	$401,950.00	1,300
12/16/2024	Alfred P. West, Jr.	Chairman	Sell	52,042	$85.23	$4,435,539.66	7,232,922
12/13/2024	Alfred P. West, Jr.	Chairman	Sell	94,158	$85.73	$8,072,165.34	7,284,964
12/6/2024	Alfred P. West, Jr.	Chairman	Sell	5,984	$84.23	$504,032.32	7,371,522
12/4/2024	Alfred P. West, Jr.	Chairman	Sell	19,010	$82.49	$1,568,134.90	7,377,506
11/6/2024	Carmen Romeo	Director	Sell	5,000	$79.64	$398,200.00	1,577,652
11/6/2024	Michael Peterson	EVP	Sell	10,000	$79.14	$791,400.00	6,500
10/28/2024	Carl Guarino	Director	Sell	7,564	$75.77	$573,124.28	13,867
10/28/2024	Philip McCabe	EVP	Sell	10,500	$75.91	$797,055.00	43,544
10/25/2024	Michael Peterson	EVP	Sell	25,000	$74.59	$1,864,750.00	6,500
10/25/2024	Ryan Hicke	CEO	Sell	10,000	$74.90	$749,000.00	147,609
8/28/2024	Alfred P. West, Jr.	Chairman	Sell	61,000	$67.36	$4,108,960.00	7,504,285
8/26/2024	Alfred P. West, Jr.	Chairman	Sell	44,163	$67.55	$2,983,210.65	7,605,414
8/23/2024	Alfred P. West, Jr.	Chairman	Sell	27,419	$67.48	$1,850,234.12	7,649,577
6/24/2024	William Doran	Director	Sell	5,000	$67.04	$335,200.00	656,386
5/13/2024	Alfred P. West, Jr.	Chairman	Sell	48,000	$68.09	$3,268,320.00	7,677,471
5/9/2024	Alfred P. West, Jr.	Chairman	Sell	70,000	$68.62	$4,803,400.00	7,795,471
3/28/2024	Alfred P. West, Jr.	Chairman	Sell	19,363	$72.14	$1,396,846.82	7,865,471
3/26/2024	Alfred P. West, Jr.	Chairman	Sell	150,000	$70.75	$10,612,500.00	7,884,834
3/8/2024	Paul Klauder	EVP	Sell	2,000	$69.80	$139,600.00	20,752
2/23/2024	Mark Andrew Warner	Insider	Sell	3,000	$67.31	$201,930.00	1,300
2/12/2024	Sanjay Sharma	Insider	Sell	15,000	$67.20	$1,008,000.00	16,895
2/7/2024	Wayne Withrow	EVP	Sell	16,970	$66.16	$1,122,735.20	55,399
12/4/2023	Alfred P. West, Jr.	Chairman	Sell	4,700	$59.97	$281,859.00	8,030,834
12/1/2023	Alfred P. West, Jr.	Chairman	Sell	29,343	$59.78	$1,754,124.54	8,029,315
11/21/2023	Wayne Withrow	EVP	Sell	8,924	$58.00	$517,592.00	55,399
10/31/2023	Sei Investments Co	Major Shareholder	Buy	1,240,000	$10.00	$12,400,000.00	1,250,000
9/19/2023	Michael Peterson	EVP	Sell	25,000	$61.29	$1,532,250.00	2,500
9/13/2023	Alfred P. West, Jr.	Chairman	Sell	43,192	$60.14	$2,597,566.88	8,227,019
9/11/2023	Alfred P. West, Jr.	Chairman	Sell	18,808	$61.02	$1,147,664.16	8,340,651
9/8/2023	Kathryn McCarthy	Director	Sell	10,000	$60.58	$605,800.00	72,466
8/30/2023	Dennis McGonigle	CFO	Sell	30,000	$62.22	$1,866,600.00	594,163
7/28/2023	Michael Peterson	EVP	Sell	10,000	$63.20	$632,000.00	2,500
6/28/2023	Ryan Hicke	CEO	Sell	23	$58.68	$1,349.64	82,609
6/22/2023	Alfred P. West, Jr.	Chairman	Sell	41,304	$57.68	$2,382,414.72	8,419,729
6/20/2023	Alfred P. West, Jr.	Chairman	Sell	46,647	$58.99	$2,751,706.53	8,519,720
3/29/2023	Alfred P. West, Jr.	Chairman	Sell	15,659	$56.06	$877,843.54	8,568,128
3/27/2023	Alfred P. West, Jr.	Chairman	Sell	65,900	$55.45	$3,654,155.00	8,583,787
3/23/2023	Alfred P. West, Jr.	Chairman	Sell	36,462	$55.40	$2,019,994.80	8,749,687
2/21/2023	Sarah Blumenstein	Director	Sell	10,546	$60.22	$635,080.12	6,447
2/17/2023	Sarah Blumenstein	Director	Sell	24,454	$61.25	$1,497,807.50	6,447
2/8/2023	Alfred P. West, Jr.	Chairman	Sell	37,566	$63.59	$2,388,821.94	8,813,217
2/6/2023	Alfred P. West, Jr.	Chairman	Sell	35,936	$63.39	$2,277,983.04	8,905,613
2/2/2023	Sanjay Sharma	EVP	Sell	9,000	$64.14	$577,260.00	5,165
12/21/2022	Kathryn McCarthy	Director	Sell	10,000	$59.25	$592,500.00	71,700
12/6/2022	Kevin Barr	EVP	Sell	10,000	$62.00	$620,000.00	174,741

SEC Filings (Institutional Ownership Changes) for SEI Investments (NASDAQ:SEIC)

70.59% of SEI Investments stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

SEI Investments Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	432	$37K	0.0%	+44.0%	0.000%
12/2/2025	IFP Advisors Inc	4,535	$0.40M	0.0%	+166.0%	0.004%
12/2/2025	Swiss Life Asset Management Ltd	4,733	$0.40M	0.0%	-87.0%	0.004%
12/1/2025	Polar Asset Management Partners Inc.	49,043	$4.16M	0.0%	+312.1%	0.040%
11/26/2025	Vermillion & White Wealth Management Group LLC	612	$52K	0.0%	+637.3%	0.000%
11/24/2025	CIBC Private Wealth Group LLC	435	$37K	0.0%	+353.1%	0.000%
11/22/2025	Prana Capital Management LP	711,311	$60.36M	2.0%	+60.8%	0.581%
11/20/2025	Wilmington Savings Fund Society FSB	1,407	$0.12M	0.0%	-26.9%	0.001%
11/19/2025	Captrust Financial Advisors	21,887	$1.86M	0.0%	+1.9%	0.018%
11/19/2025	Danske Bank A S	53,447	$4.54M	0.0%	N/A	0.044%
11/18/2025	Advisory Services Network LLC	1,193	$0.10M	0.0%	N/A	0.001%
11/17/2025	Jacobs Levy Equity Management Inc.	12,623	$1.07M	0.0%	-86.4%	0.010%
11/17/2025	Morningstar Investment Management LLC	36,154	$3.07M	0.1%	+875.6%	0.030%
11/17/2025	Kestra Private Wealth Services LLC	7,727	$0.66M	0.0%	-4.0%	0.006%
11/17/2025	CANADA LIFE ASSURANCE Co	62,346	$5.32M	0.0%	-0.4%	0.051%
11/17/2025	PharVision Advisers LLC	2,699	$0.23M	0.1%	N/A	0.002%
11/17/2025	Utah Retirement Systems	17,165	$1.46M	0.0%	+2.3%	0.014%
11/17/2025	Voleon Capital Management LP	11,026	$0.94M	0.0%	N/A	0.009%
11/17/2025	Voloridge Investment Management LLC	406,237	$34.47M	0.1%	+42.2%	0.332%
11/17/2025	Verition Fund Management LLC	26,942	$2.29M	0.0%	-55.3%	0.022%
11/17/2025	Tidal Investments LLC	105,187	$8.93M	0.0%	+25.0%	0.086%
11/17/2025	State Street Corp	4,536,582	$384.93M	0.0%	-4.4%	3.705%
11/17/2025	Susquehanna Fundamental Investments LLC	5,421	$0.46M	0.0%	-84.2%	0.004%
11/17/2025	Polymer Capital Management HK LTD	2,935	$0.25M	0.0%	N/A	0.002%
11/17/2025	Qube Research & Technologies Ltd	766,775	$65.06M	0.1%	+82.5%	0.626%
11/17/2025	Public Employees Retirement System of Ohio	62,115	$5.27M	0.0%	-4.3%	0.051%
11/17/2025	Northern Trust Corp	922,620	$78.28M	0.0%	+0.9%	0.754%
11/17/2025	Mariner LLC	4,936	$0.42M	0.0%	-41.4%	0.004%
11/17/2025	Mercer Global Advisors Inc. ADV	17,732	$1.51M	0.0%	+66.1%	0.014%
11/17/2025	Millennium Management LLC	655,689	$55.64M	0.0%	+12.8%	0.536%
11/17/2025	Lido Advisors LLC	14,610	$1.24M	0.0%	+7.3%	0.012%
11/17/2025	Integrated Wealth Concepts LLC	6,742	$0.57M	0.0%	N/A	0.006%
11/17/2025	Jain Global LLC	64,248	$5.45M	0.0%	+378.9%	0.052%
11/17/2025	Holocene Advisors LP	49,163	$4.17M	0.0%	N/A	0.040%
11/17/2025	Focus Partners Wealth	22,325	$1.89M	0.0%	+442.3%	0.018%
11/17/2025	Brevan Howard Capital Management LP	3,659	$0.31M	0.0%	-73.7%	0.003%
11/17/2025	Chevy Chase Trust Holdings LLC	78,235	$6.64M	0.0%	-1.0%	0.064%
11/17/2025	Community Bank N.A.	415	$35K	0.0%	N/A	0.000%
11/17/2025	Clark Capital Management Group Inc.	26,544	$2.25M	0.0%	+66.4%	0.022%
11/17/2025	California Public Employees Retirement System	199,122	$16.90M	0.0%	+11.6%	0.163%
11/17/2025	Bank of America Corp DE	3,121,067	$264.82M	0.0%	-1.3%	2.549%
11/17/2025	Alliancebernstein L.P.	129,975	$11.03M	0.0%	+2.7%	0.106%
11/17/2025	Ameriprise Financial Inc.	815,694	$69.21M	0.0%	+37.2%	0.666%
11/14/2025	Schonfeld Strategic Advisors LLC	155,388	$13.19M	0.1%	+8.1%	0.127%
11/14/2025	Creative Planning	41,394	$3.51M	0.0%	+163.3%	0.034%
11/14/2025	Lazard Asset Management LLC	19,786	$1.68M	0.0%	+8.7%	0.016%
11/14/2025	Polar Asset Management Partners Inc.	49,043	$4.16M	0.0%	+312.1%	0.040%
11/14/2025	AQR Capital Management LLC	467,344	$39.65M	0.0%	+19.1%	0.382%
11/14/2025	Zacks Investment Management	41,915	$3.56M	0.0%	N/A	0.034%
11/14/2025	Credit Agricole S A	21,844	$1.85M	0.0%	N/A	0.018%
11/14/2025	Raymond James Financial Inc.	528,314	$44.83M	0.0%	-2.6%	0.431%
11/14/2025	Amundi	62,010	$5.29M	0.0%	-60.7%	0.051%
11/14/2025	Caisse de depot et placement du Quebec	1,343,757	$114.02M	0.2%	+31.0%	1.097%
11/14/2025	American Capital Management Inc.	565,117	$47.95M	1.9%	+21.9%	0.462%
11/14/2025	Man Group plc	314,194	$26.66M	0.0%	+40.9%	0.257%
11/14/2025	California State Teachers Retirement System	99,225	$8.42M	0.0%	-5.3%	0.081%
11/14/2025	Horizon Investments LLC	62,493	$5.30M	0.1%	+66.5%	0.051%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	24,028	$2.04M	0.0%	+6.8%	0.020%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	883,753	$74.99M	0.0%	+2.6%	0.722%
11/14/2025	Vident Advisory LLC	56,656	$4.81M	0.0%	+203.6%	0.046%
11/14/2025	Interval Partners LP	203,914	$17.30M	0.3%	-11.2%	0.167%
11/14/2025	Prudential PLC	61,633	$5.23M	0.0%	+1,574.8%	0.050%
11/14/2025	Comerica Bank	28,014	$2.38M	0.0%	-8.1%	0.023%
11/13/2025	Pathstone Holdings LLC	38,155	$3.24M	0.0%	+4.2%	0.031%
11/13/2025	Entropy Technologies LP	21,984	$1.87M	0.1%	N/A	0.018%
11/13/2025	Landscape Capital Management L.L.C.	22,882	$1.94M	0.1%	+141.4%	0.019%
11/13/2025	Certuity LLC	5,410	$0.46M	0.0%	+28.0%	0.004%
11/13/2025	Martingale Asset Management L P	216,904	$18.40M	0.5%	-4.9%	0.177%
11/13/2025	Arrowstreet Capital Limited Partnership	329,970	$28M	0.0%	-10.0%	0.269%
11/13/2025	Invesco Ltd.	1,731,523	$146.92M	0.0%	+4.1%	1.414%
11/13/2025	UBS Group AG	443,722	$37.65M	0.0%	+16.4%	0.362%
11/13/2025	Capital Fund Management S.A.	95,285	$8.09M	0.0%	+100.2%	0.078%
11/13/2025	BNP Paribas Financial Markets	19,157	$1.63M	0.0%	+30.4%	0.016%
11/13/2025	Mackenzie Financial Corp	15,573	$1.32M	0.0%	+23.4%	0.013%
11/13/2025	Franklin Resources Inc.	638,486	$54.18M	0.0%	+17.1%	0.521%
11/13/2025	Magnetar Financial LLC	51,675	$4.39M	0.0%	+295.3%	0.042%
11/13/2025	Quadrant Capital Group LLC	8,215	$0.70M	0.0%	+2.8%	0.007%
11/13/2025	Van ECK Associates Corp	101,009	$8.57M	0.0%	-25.3%	0.082%
11/13/2025	Legal & General Group Plc	229,985	$19.51M	0.0%	-4.8%	0.188%
11/13/2025	Vestcor Inc	174,337	$14.79M	0.4%	-0.1%	0.142%
11/13/2025	Swiss National Bank	205,100	$17.40M	0.0%	+0.5%	0.168%
11/13/2025	Russell Investments Group Ltd.	91,796	$7.79M	0.0%	-36.7%	0.075%
11/13/2025	Schroder Investment Management Group	99,697	$8.52M	0.0%	+15.7%	0.081%
11/13/2025	Inceptionr LLC	2,717	$0.23M	0.1%	N/A	0.002%
11/13/2025	Private Advisor Group LLC	3,885	$0.33M	0.0%	+8.6%	0.003%
11/13/2025	Diversify Advisory Services LLC	11,212	$0.91M	0.0%	+76.5%	0.009%
11/13/2025	Dynamic Technology Lab Private Ltd	15,785	$1.34M	0.2%	+49.1%	0.013%
11/13/2025	Parallel Advisors LLC	18,628	$1.58M	0.0%	+3.6%	0.015%
11/13/2025	Natixis Advisors LLC	511,066	$43.36M	0.1%	-3.5%	0.417%
11/13/2025	First Trust Advisors LP	1,725,019	$146.37M	0.1%	-0.1%	1.409%
11/13/2025	Modern Wealth Management LLC	2,773	$0.24M	0.0%	-4.7%	0.002%
11/12/2025	Barclays PLC	155,403	$13.19M	0.0%	+0.9%	0.127%
11/12/2025	Crossmark Global Holdings Inc.	35,545	$3.02M	0.0%	+277.8%	0.029%
11/12/2025	Orion Porfolio Solutions LLC	8,910	$0.76M	0.0%	-39.8%	0.007%
11/12/2025	IFG Advisory LLC	56,647	$4.81M	0.2%	+1.1%	0.046%
11/12/2025	Dimensional Fund Advisors LP	1,863,052	$158.08M	0.0%	+1.7%	1.522%
11/12/2025	Cresset Asset Management LLC	14,352	$1.22M	0.0%	+2.2%	0.012%
11/12/2025	South Dakota Investment Council	7,228	$0.61M	0.0%	-15.2%	0.006%
11/12/2025	Victory Capital Management Inc.	135,162	$11.47M	0.0%	-12.0%	0.110%
11/12/2025	CI Investments Inc.	3,952	$0.34M	0.0%	-10.5%	0.003%

Data available starting January 2016

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.

Today's Range

Now: $81.25

$80.86

$82.18

50 Day Range

MA: $81.98

$78.27

$85.70

52 Week Range

Now: $81.25

$64.66

$93.96

Volume

526,122 shs

Average Volume

509,176 shs

Market Capitalization

$9.95 billion

P/E Ratio

14.94

Dividend Yield

1.21%

Beta

0.98

Who are the company insiders with the largest holdings of SEI Investments?: SEI Investments' top insider shareholders include:
Alfred P West Jr (Chairman)
Carmen Romeo (Director)
William Doran (Director)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Wayne Withrow (EVP)
Philip Mccabe (EVP)
Sanjay Sharma (Insider)
Paul Klauder (EVP)
Carl Guarino (Director)
Michael Peterson (EVP)
Mark Andrew Warner (Insider)
Learn More about top insider investors at SEI Investments.
Who are the major institutional investors of SEI Investments?: SEI Investments' top institutional shareholders include:
Vanguard Group Inc. — 9.20%
State Street Corp — 3.71%
Bank of America Corp DE — 2.55%
Dimensional Fund Advisors LP — 1.52%
Invesco Ltd. — 1.41%
First Trust Advisors LP — 1.41%
Learn More about top institutional investors of SEI Investments stock.
Which institutional investors are selling SEI Investments stock?: Within the previous quarter, SEIC stock was sold by these institutional investors:
Royce & Associates LP
Boston Trust Walden Corp
State Street Corp
Crestwood Advisors Group LLC
Jupiter Asset Management Ltd.
Amundi
Jacobs Levy Equity Management Inc.
ProShare Advisors LLC
Within the previous year, company insiders that have sold SEI Investments company stock include:
Alfred P West Jr (Chairman)
Carmen Romeo (Director)
William Doran (Director)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Wayne Withrow (EVP)
Philip Mccabe (EVP)
Learn More investors selling SEI Investments stock.
Which institutional investors are buying SEI Investments stock?: Within the previous quarter, SEIC stock was acquired by institutional investors including:
Qube Research & Technologies Ltd
Caisse de depot et placement du Quebec
Prana Capital Management LP
Ameriprise Financial Inc.
Thrivent Financial for Lutherans
M&G PLC
Voloridge Investment Management LLC
American Capital Management Inc.