SEIC Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 4.80%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $40,873,125.26

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$105.89

▲ +2.47 (2.39%)

As of 11/2/2026 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
9/30/2026	Alfred P. West, Jr.	Chairman	Sell	5,483	$103.16	$565,626.28	6,784,574
9/29/2026	Alfred P. West, Jr.	Chairman	Sell	28,394	$103.40	$2,935,939.60	6,790,057
9/22/2026	Michael Lane	EVP	Sell	2,400	$102.78	$246,672.00	39,581
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

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
11/2/2026	Ullmann Wealth Partners Group LLC	2,896	$0.30M	0.0%	+11.7%	0.002%
11/2/2026	Kestra Advisory Services LLC	3,941	$0.41M	0.0%	+17.3%	0.003%
11/2/2026	Claro Advisors Inc.	2,509	$0.26M	0.0%	-11.6%	0.002%
11/2/2026	Genesis Private Wealth LLC	2,164	$0.22M	0.1%	N/A	0.002%
11/2/2026	Commonwealth Equity Services LLC	4,259	$0.44M	0.0%	-4.7%	0.004%
11/2/2026	Conestoga Capital Advisors LLC	74,140	$7.61M	0.2%	N/A	0.063%
10/31/2026	Hahn Capital Management LLC	80,008	$8.21M	4.8%	-1.9%	0.067%
10/31/2026	Boston Trust Walden Corp	932,646	$95.75M	0.8%	-5.9%	0.786%
10/31/2026	Chicago Partners Investment Group LLC	5,444	$0.56M	0.0%	+9.2%	0.005%
10/31/2026	Covestor Ltd	732	$75K	0.0%	-28.9%	0.001%
10/31/2026	Ascent Group LLC	5,574	$0.57M	0.0%	-25.4%	0.005%
10/30/2026	Third View Private Wealth LLC	34,141	$3.51M	0.4%	-0.4%	0.029%
10/30/2026	Provenance Wealth Advisors LLC	519	$53K	0.0%	N/A	0.000%
10/30/2026	Oregon Public Employees Retirement Fund	21,586	$2.22M	0.0%	+14.3%	0.018%
10/29/2026	Mirae Asset Global Investments Co. Ltd.	55,078	$5.65M	0.0%	N/A	0.046%
10/29/2026	Profund Advisors LLC	2,131	$0.22M	0.0%	N/A	0.002%
10/29/2026	ProShare Advisors LLC	278,015	$28.54M	0.0%	-13.0%	0.232%
10/29/2026	Vise Technologies Inc.	8,221	$0.84M	0.0%	+41.2%	0.007%
10/29/2026	MGO One Seven LLC	2,367	$0.24M	0.0%	-7.0%	0.002%
10/29/2026	Modera Wealth Management LLC	61,261	$6.29M	0.1%	-4.3%	0.051%
10/29/2026	State of Wyoming	6,344	$0.65M	0.1%	+83.7%	0.005%
10/28/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	13,700	$1.41M	0.0%	+101.5%	0.011%
10/28/2026	Founders Financial Securities LLC	7,102	$0.73M	0.0%	N/A	0.006%
10/28/2026	Choreo LLC	3,078	$0.32M	0.0%	+12.9%	0.003%
10/28/2026	BOKF NA	8,089	$0.83M	0.0%	-4.8%	0.000%
10/27/2026	BLB&B Advisors LLC	2,000	$0.21M	0.0%	N/A	0.002%
10/27/2026	Latitude Advisors LLC	322	$33K	0.0%	N/A	0.000%
10/27/2026	Ashton Thomas Securities LLC	6,190	$0.64M	0.1%	+1.9%	0.005%
10/26/2026	Park Avenue Securities LLC	12,497	$1.28M	0.0%	-10.4%	0.010%
10/26/2026	Peterson Wealth Services	2,909	$0.30M	0.1%	+31.2%	0.002%
10/23/2026	Signaturefd LLC	7,316	$0.75M	0.0%	+28.6%	0.006%
10/23/2026	Citizens Financial Group Inc. RI	2,226	$0.23M	0.0%	N/A	0.002%
10/23/2026	Simplicity Wealth LLC	11,739	$1.21M	0.0%	+83.1%	0.010%
10/23/2026	NTV Asset Management LLC	2,000	$0.21M	0.0%	N/A	0.002%
10/23/2026	One Wealth Capital Management LLC	2,320	$0.24M	0.1%	-67.7%	0.002%
10/23/2026	Evergreen Capital Management LLC	13,119	$1.35M	0.0%	+1.3%	0.011%
10/23/2026	Gibbs Wealth Management	11,471	$1.18M	0.1%	+11.1%	0.010%
10/23/2026	Sterling Capital Management LLC	15,803	$1.62M	0.0%	-4.7%	0.013%
10/22/2026	Yousif Capital Management LLC	28,082	$2.88M	0.0%	+7.0%	0.023%
10/22/2026	Sepio Capital LP	27,630	$2.84M	0.1%	-8.6%	0.023%
10/22/2026	Root Financial Partners LLC	591	$61K	0.0%	N/A	0.000%
10/22/2026	Vest Financial LLC	46,631	$4.79M	0.0%	-28.1%	0.039%
10/21/2026	Crossmark Global Holdings Inc.	53,840	$5.53M	0.1%	+44.3%	0.045%
10/21/2026	Nisa Investment Advisors LLC	46,312	$4.75M	0.0%	-1.8%	0.039%
10/21/2026	Robeco Institutional Asset Management B.V.	28,081	$2.88M	0.0%	-44.0%	0.023%
10/20/2026	Revisor Wealth Management LLC	2,026	$0.21M	0.1%	-15.6%	0.002%
10/17/2026	IFP Advisors Inc	3,606	$0.37M	0.0%	+26.9%	0.003%
10/16/2026	TD Waterhouse Canada Inc.	34,444	$3.58M	0.0%	-45.0%	0.029%
10/16/2026	Cyndeo Wealth Partners LLC	2,068	$0.21M	0.0%	N/A	0.002%
10/16/2026	Pension & Wealth Management Advisors Inc.	1,201	$0.12M	0.0%	N/A	0.001%
10/16/2026	Ellsworth Advisors LLC	3,730	$0.38M	0.1%	N/A	0.003%
10/15/2026	Harrell Investment Partners LLC	9,585	$0.98M	0.2%	-1.3%	0.008%
10/15/2026	State of Alaska Department of Revenue	9,895	$1.02M	0.0%	+10.5%	0.008%
10/15/2026	Fortitude Family Office LLC	240	$25K	0.0%	+95.1%	0.000%
10/14/2026	First Citizens Bank & Trust Co.	13,351	$1.37M	0.0%	-42.0%	0.011%
10/14/2026	Ifrah Financial Services Inc.	10,915	$1.12M	0.3%	N/A	0.009%
10/13/2026	Financial Planning Hawaii Inc.	3,010	$0.31M	0.2%	+10.7%	0.003%
10/13/2026	NorthCrest Asset Manangement LLC	5,382	$0.56M	0.0%	+55.1%	0.004%
10/13/2026	Avior Wealth Management LLC	5,902	$0.61M	0.0%	-13.9%	0.005%
10/9/2026	GK Wealth Management LLC	1,556	$0.16M	0.1%	N/A	0.001%
10/9/2026	Wedmont Private Capital	2,505	$0.26M	0.0%	+15.2%	0.002%
10/9/2026	Journey Retirement Planning & Investment Management LLC	3,837	$0.39M	0.3%	-23.4%	0.003%
10/9/2026	GAMMA Investing LLC	7,413	$0.76M	0.0%	+3.3%	0.006%
10/8/2026	Farther Finance Advisors LLC	1,585	$0.16M	0.0%	+23.3%	0.001%
10/8/2026	CoreCap Advisors LLC	3,583	$0.37M	0.0%	+1,521.3%	0.003%
10/7/2026	Elevation Wealth Partners LLC	438	$45K	0.0%	+41.7%	0.000%
10/7/2026	Wealth Enhancement Trust Services Inc.	1,246	$0.13M	0.0%	+96.5%	0.001%
9/23/2026	QRG Capital Management Inc.	4,450	$0.39M	0.0%	+14.7%	0.004%
9/23/2026	Envestnet Portfolio Solutions Inc.	20,242	$1.78M	0.0%	+3.2%	0.017%
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%

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: $105.89

$104.40

$106.57

50 Day Range

MA: $105.92

$102.07

$111.63

52 Week Range

Now: $105.89

$75.08

$112.15

Volume

769,448 shs

Average Volume

806,155 shs

Market Capitalization

$12.56 billion

P/E Ratio

18.42

Dividend Yield

1.01%

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:
Boston Trust Walden Corp — 0.79%
ProShare Advisors LLC — 0.23%
Hahn Capital Management LLC — 0.07%
Conestoga Capital Advisors LLC — 0.06%
Modera Wealth Management LLC — 0.05%
Mirae Asset Global Investments Co. Ltd. — 0.05%
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:
Boston Trust Walden Corp
ProShare Advisors LLC
TD Waterhouse Canada Inc.
Robeco Institutional Asset Management B.V.
Vest Financial LLC
First Citizens Bank & Trust Co.
One Wealth Capital Management LLC
Modera 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)
Michael Lane (EVP)
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:
Conestoga Capital Advisors LLC
Mirae Asset Global Investments Co. Ltd.
Crossmark Global Holdings Inc.
Ifrah Financial Services Inc.
Founders Financial Securities LLC
VIRGINIA RETIREMENT SYSTEMS ET Al
Simplicity Wealth LLC
Ellsworth Advisors LLC