SEIC Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 4.80%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $38,845,587.38

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$105.20

▲ +0.35 (0.33%)

As of 09/18/2026 04:00 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
9/3/2026	Ryan Hicke	CEO	Sell	37,500	$110.71	$4,151,625.00	192,815
8/5/2026	Philip McCabe	Insider	Sell	5,043	$105.50	$532,036.50	54,884
8/4/2026	Philip McCabe	Insider	Sell	24,957	$105.04	$2,621,483.28	54,884
8/3/2026	Kathryn McCarthy	Director	Sell	10,000	$103.53	$1,035,300.00	77,883
7/28/2026	Carl Guarino	Director	Sell	10,000	$103.19	$1,031,900.00	18,308
7/28/2026	Mark Andrew Warner	Insider	Sell	15,000	$102.35	$1,535,250.00	921
7/24/2026	Sanjay Sharma	Insider	Sell	20,000	$99.33	$1,986,600.00	39,829
6/29/2026	Alfred P. West, Jr.	Chairman	Sell	7,332	$87.39	$640,743.48	6,818,451
6/26/2026	Alfred P. West, Jr.	Chairman	Sell	50,000	$87.25	$4,362,500.00	6,825,783
5/4/2026	Kathryn McCarthy	Director	Sell	10,000	$91.07	$910,700.00	77,883
4/28/2026	Mark Andrew Warner	Insider	Sell	4,000	$91.16	$364,640.00	921
4/23/2026	Philip McCabe	Insider	Sell	15,000	$91.82	$1,377,300.00	54,884
4/23/2026	Sanjay Sharma	Insider	Sell	25,000	$90.12	$2,253,000.00	39,829
3/11/2026	Alfred P. West, Jr.	Chairman	Sell	7,447	$79.26	$590,249.22	6,875,783
3/10/2026	Alfred P. West, Jr.	Chairman	Sell	55,000	$80.23	$4,412,650.00	6,883,230
2/25/2026	Mark Andrew Warner	Insider	Sell	4,000	$81.74	$326,960.00	921
1/29/2026	Ryan Hicke	CEO	Sell	80,000	$87.36	$6,988,800.00	197,164
12/3/2025	Alfred P. West, Jr.	Chairman	Sell	24,770	$80.87	$2,003,149.90	6,942,812
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

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
9/9/2026	Sequoia Financial Advisors LLC	12,812	$1.12M	0.0%	-19.0%	0.011%
9/9/2026	Tidal Investments LLC	226,700	$19.88M	0.0%	+40.4%	0.189%
9/9/2026	Archford Capital Strategies LLC	12,175	$1.07M	0.1%	N/A	0.010%
9/9/2026	Engineers Gate Manager LP	38,836	$3.41M	0.0%	-11.8%	0.032%
9/9/2026	Integrated Wealth Concepts LLC	2,130	$0.19M	0.0%	-76.8%	0.002%
9/9/2026	NewEdge Advisors LLC	5,730	$0.50M	0.0%	+17.1%	0.005%
9/9/2026	IFP Advisors Inc	2,841	$0.25M	0.0%	+30.4%	0.002%
9/9/2026	Squarepoint Ops LLC	4,464	$0.39M	0.0%	N/A	0.004%
9/8/2026	Allworth Financial LP	878	$77K	0.0%	-40.6%	0.001%
9/8/2026	Arizona State Retirement System	27,829	$2.44M	0.0%	-2.6%	0.023%
9/8/2026	Nykredit A S	3,303	$0.29M	0.0%	N/A	0.003%
8/27/2026	Corient Private Wealth LP	102,534	$8.99M	0.0%	+11.1%	0.085%
8/26/2026	Amundi	193,135	$16.94M	0.0%	+2.4%	0.161%
8/26/2026	HighTower Advisors LLC	12,435	$1.09M	0.0%	-4.6%	0.010%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	6,800	$0.60M	0.0%	N/A	0.006%
8/23/2026	Readystate Asset Management LP	18,797	$1.65M	0.1%	N/A	0.016%
8/23/2026	Wedmont Private Capital	2,174	$0.21M	0.0%	N/A	0.002%
8/22/2026	AlphaGrep UK Ltd	2,336	$0.21M	0.1%	N/A	0.002%
8/22/2026	Syon Capital LLC	4,729	$0.42M	0.0%	+19.3%	0.004%
8/22/2026	TD Waterhouse Canada Inc.	62,601	$5.64M	0.0%	-1.7%	0.052%
8/21/2026	iSAM Funds UK Ltd	7,400	$0.65M	0.5%	N/A	0.006%
8/21/2026	Nykredit A S	3,303	$0.29M	0.0%	N/A	0.003%
8/21/2026	Legacy Financial Advisors Inc.	4,396	$0.39M	0.0%	-2.6%	0.004%
8/20/2026	Two Sigma Securities LLC	18,722	$1.64M	0.1%	N/A	0.016%
8/20/2026	Northwestern Mutual Wealth Management Co.	1,920	$0.17M	0.0%	+7.4%	0.002%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	216,054	$18.95M	0.0%	-52.6%	0.180%
8/19/2026	Van ECK Associates Corp	102,923	$9.03M	0.0%	-3.1%	0.086%
8/19/2026	Hsbc Holdings PLC	70,381	$6.15M	0.0%	-15.7%	0.059%
8/18/2026	United Capital Financial Advisors LLC	5,451	$0.48M	0.0%	N/A	0.005%
8/18/2026	Caitlin John LLC	636	$56K	0.0%	N/A	0.001%
8/18/2026	Public Employees Retirement System of Ohio	47,868	$4.20M	0.0%	N/A	0.040%
8/17/2026	Redwood Investment Management LLC	13,366	$1.17M	0.1%	N/A	0.011%
8/17/2026	Corient Private Wealth LP	99,506	$8.73M	0.0%	N/A	0.083%
8/17/2026	Azora Capital LP	443,189	$38.87M	1.6%	N/A	0.369%
8/17/2026	Bank of America Corp DE	2,908,071	$255.07M	0.0%	N/A	2.423%
8/15/2026	American Capital Management Inc.	745,323	$65.37M	2.9%	N/A	0.621%
8/15/2026	Freestone Grove Partners LP	6,603	$0.58M	0.0%	N/A	0.006%
8/15/2026	Caisse de depot et placement du Quebec	1,002,445	$87.92M	0.1%	N/A	0.835%
8/15/2026	Man Group plc	87,503	$7.68M	0.0%	N/A	0.073%
8/15/2026	Polar Asset Management Partners Inc.	44,075	$3.87M	0.1%	N/A	0.037%
8/15/2026	Jupiter Topco LLC	45,122	$3.96M	0.0%	N/A	0.038%
8/14/2026	Hsbc Holdings PLC	70,381	$6.15M	0.0%	N/A	0.059%
8/14/2026	Royal Capital Wealth Management LLC	3,000	$0.26M	0.1%	N/A	0.002%
8/14/2026	Legal & General Group Plc	136,376	$11.96M	0.0%	N/A	0.114%
8/14/2026	The Manufacturers Life Insurance Company	70,000	$6.14M	0.0%	N/A	0.058%
8/13/2026	Sanctuary Advisors LLC	48,143	$4.22M	0.0%	N/A	0.040%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	421,046	$36.93M	0.1%	N/A	0.351%
8/13/2026	Globeflex Capital L P	7,624	$0.67M	0.1%	N/A	0.006%
8/12/2026	Foyston Gordon & Payne Inc	157,958	$13.94M	3.0%	N/A	0.132%
8/12/2026	Commerce Bank	10,661	$0.94M	0.0%	N/A	0.009%
8/12/2026	Northwestern Mutual Wealth Management Co.	1,920	$0.17M	0.0%	N/A	0.002%
8/12/2026	Quantbot Technologies LP	12,202	$1.07M	0.0%	N/A	0.010%
8/12/2026	EP Wealth Advisors LLC	2,835	$0.25M	0.0%	N/A	0.002%
8/12/2026	Bard Associates Inc.	1,207	$0.11M	0.0%	N/A	0.001%
8/12/2026	Callan Family Office LLC	32,957	$2.89M	0.1%	N/A	0.027%
8/11/2026	Keating Financial Advisory Services Inc.	795	$70K	0.0%	N/A	0.001%
8/11/2026	Allworth Financial LP	878	$77K	0.0%	N/A	0.001%
8/11/2026	Portfolio Design Labs LLC	9,249	$0.81M	0.1%	N/A	0.008%
8/11/2026	Vise Technologies Inc.	5,824	$0.51M	0.0%	N/A	0.005%
8/10/2026	Csenge Advisory Group	2,310	$0.20M	0.0%	N/A	0.002%
8/8/2026	Oxbow Advisors LLC	42,099	$3.69M	0.3%	N/A	0.035%
8/8/2026	JLB & Associates Inc.	261,576	$22.94M	3.1%	N/A	0.218%
8/8/2026	Meeder Advisory Services Inc.	2,657	$0.23M	0.0%	N/A	0.002%
8/7/2026	BlackRock Inc.	9,927,545	$870.75M	0.0%	N/A	8.272%
8/7/2026	Deutsche Bank AG	22,316	$1.96M	0.0%	N/A	0.019%
8/7/2026	Simplicity Wealth LLC	6,410	$0.56M	0.0%	N/A	0.005%
8/7/2026	HBK Sorce Advisory LLC	51,793	$5.43M	0.1%	N/A	0.043%
8/6/2026	Northstar Financial Companies Inc.	3,727	$0.33M	0.2%	N/A	0.003%
8/6/2026	Global Retirement Partners LLC	4,017	$0.35M	0.0%	N/A	0.003%
8/6/2026	Bank of New York Mellon Corp	894,194	$78.43M	0.0%	N/A	0.745%
8/6/2026	Focus Partners Advisor Solutions LLC	7,644	$0.67M	0.0%	N/A	0.006%
8/6/2026	State of Wyoming	3,454	$0.30M	0.0%	N/A	0.003%
7/9/2026	Harrell Investment Partners LLC	9,707	$0.85M	0.2%	+2.6%	0.008%
7/9/2026	Hennion & Walsh Asset Management Inc.	17,942	$1.57M	0.0%	-1.7%	0.015%
7/8/2026	Elevation Wealth Partners LLC	309	$27K	0.0%	+96.8%	0.000%
7/8/2026	Thrive Wealth Management LLC	73,935	$6.49M	0.8%	-3.7%	0.062%
7/7/2026	GAMMA Investing LLC	7,179	$0.63M	0.0%	-2.8%	0.006%
7/7/2026	Harbor Investment Advisory LLC	747	$66K	0.0%	+87.2%	0.001%
7/2/2026	Versant Capital Management Inc	2,139	$0.19M	0.0%	+12.6%	0.002%
7/2/2026	CX Institutional	532	$47K	0.0%	+44.6%	0.000%
6/18/2026	Pacer Advisors Inc.	10,954	$0.86M	0.0%	-1.6%	0.009%
6/3/2026	Parallel Advisors LLC	17,159	$1.35M	0.0%	-17.6%	0.014%
6/3/2026	NewEdge Advisors LLC	4,894	$0.38M	0.0%	+7.6%	0.004%
5/28/2026	Henshaw Capital LLC	43,101	$3.38M	0.1%	+0.6%	0.036%
5/26/2026	Glenmede Trust Co. NA	12,296	$0.97M	0.0%	+1.2%	0.010%
5/21/2026	Front Street Capital Management Inc.	1,330	$0.10M	0.0%	+17.8%	0.001%
5/19/2026	Western Wealth Management LLC	552	$43K	0.0%	N/A	0.000%
5/19/2026	Bank of America Corp DE	2,920,506	$229.17M	0.0%	-0.1%	2.428%
5/18/2026	Amundi	188,563	$14.80M	0.0%	+1,025.9%	0.157%
5/18/2026	EverSource Wealth Advisors LLC	3,540	$0.28M	0.0%	+39.2%	0.003%
5/18/2026	California State Teachers Retirement System	125,866	$9.88M	0.0%	+27.1%	0.105%
5/18/2026	Royal Bank of Canada	416,650	$32.69M	0.0%	-31.8%	0.346%
5/16/2026	American Capital Management Inc.	768,615	$60.31M	3.2%	+33.7%	0.639%
5/16/2026	The Manufacturers Life Insurance Company	70,686	$5.55M	0.0%	-1.7%	0.059%
5/16/2026	Quantinno Capital Management LP	382,361	$30M	0.1%	+265.6%	0.318%
5/16/2026	SummitTX Capital L.P.	8,162	$0.64M	0.0%	-68.9%	0.007%
5/16/2026	Lazard Asset Management LLC	38,037	$2.99M	0.0%	+85.2%	0.032%
5/15/2026	Gateway Wealth Partners LLC	7,122	$0.56M	0.0%	N/A	0.006%
5/14/2026	Renaissance Technologies LLC	399,826	$31.37M	0.0%	+0.7%	0.332%
5/14/2026	Morningstar Investment Management LLC	46,245	$3.63M	0.2%	+27.9%	0.038%

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: $105.20

$104.21

$106.26

50 Day Range

MA: $105.09

$94.89

$111.63

52 Week Range

Now: $105.20

$75.08

$112.15

Volume

3,544,918 shs

Average Volume

667,178 shs

Market Capitalization

$12.63 billion

P/E Ratio

18.55

Dividend Yield

0.99%

Beta

0.97

Who are the company insiders with the largest holdings of SEI Investments?: SEI Investments' top insider shareholders include:
Alfred West, Jr (Major Shareholder)
Alfred West, Jr (Director)
Alfred P West, Jr (Major Shareholder)
Alfred P West Jr (Major Shareholder)
Alfred P West Jr (Chairman)
Carmen Romeo (Director)
Sei Investments Co (Major Shareholder)
William Doran (Director)
Dennis Mcgonigle (Insider)
Dennis Mcgonigle (EVP)
Learn More about top insider investors at SEI Investments.
Who are the major institutional investors of SEI Investments?: SEI Investments' top institutional shareholders include:
BlackRock Inc. — 8.27%
Bank of America Corp DE — 2.42%
Caisse de depot et placement du Quebec — 0.84%
Bank of New York Mellon Corp — 0.75%
American Capital Management Inc. — 0.62%
Azora Capital LP — 0.37%
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:
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Hsbc Holdings PLC
California State Teachers Retirement System
Integrated Wealth Concepts LLC
Engineers Gate Manager LP
Van ECK Associates Corp
Sequoia Financial Advisors LLC
Thrive Wealth Management LLC
Within the previous year, company insiders that have sold SEI Investments company stock include:
Alfred P West Jr (Chairman)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Philip Mccabe (Insider)
Sanjay Sharma (Insider)
Carl Guarino (Director)
Mark Andrew Warner (Insider)
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:
BlackRock Inc.
Bank of America Corp DE
Caisse de depot et placement du Quebec
Bank of New York Mellon Corp
American Capital Management Inc.
Azora Capital LP
Connor Clark & Lunn Investment Management Ltd.
JLB & Associates Inc.