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): $44,121,058.40

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$91.02

▲ +0.23 (0.25%)

As of 05/6/2026 03:09 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
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
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

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
5/5/2026	Bank of New York Mellon Corp	936,302	$73.47M	0.0%	-5.5%	0.779%
5/5/2026	Illinois Municipal Retirement Fund	48,039	$3.77M	0.0%	-14.5%	0.040%
5/5/2026	Advisors Preferred LLC	6,571	$0.52M	0.1%	N/A	0.005%
5/5/2026	Sanctuary Advisors LLC	48,609	$3.81M	0.0%	-0.9%	0.040%
5/5/2026	Hillsdale Investment Management Inc.	13,430	$1.05M	0.0%	+49.2%	0.011%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	16,566	$1.30M	0.0%	+63.6%	0.014%
5/4/2026	State of Michigan Retirement System	22,388	$1.76M	0.0%	+1.8%	0.019%
5/4/2026	Principal Financial Group Inc.	207,688	$16.30M	0.0%	+3.7%	0.173%
5/4/2026	Chicago Partners Investment Group LLC	3,740	$0.32M	0.0%	N/A	0.003%
5/4/2026	GHE LLC	949	$74K	0.0%	-86.5%	0.001%
5/4/2026	Arbejdsmarkedets Tillaegspension	323,418	$25.38M	0.6%	+13.4%	0.269%
5/4/2026	Procyon Advisors LLC	5,909	$0.46M	0.0%	-6.4%	0.005%
5/2/2026	Diversify Wealth Management LLC	13,551	$1.06M	0.0%	N/A	0.011%
5/1/2026	Fifth Third Bancorp	26,690	$2.09M	0.0%	+2,077.0%	0.022%
5/1/2026	Simplicity Wealth LLC	3,702	$0.29M	0.0%	+30.7%	0.003%
5/1/2026	Sequoia Financial Advisors LLC	15,816	$1.24M	0.0%	-25.5%	0.013%
4/30/2026	Hsbc Holdings PLC	83,464	$6.57M	0.0%	-53.8%	0.069%
4/30/2026	Peterson Wealth Services	2,213	$0.17M	0.0%	+26.2%	0.002%
4/30/2026	Kestra Advisory Services LLC	3,318	$0.26M	0.0%	-24.1%	0.003%
4/30/2026	Oregon Public Employees Retirement Fund	19,086	$1.50M	0.0%	+2.7%	0.016%
4/29/2026	Dumont & Blake Investment Advisors LLC	13,662	$1.07M	0.3%	-2.1%	0.011%
4/28/2026	Kathmere Capital Management LLC	99,485	$7.81M	0.5%	+7.0%	0.082%
4/28/2026	Whittier Trust Co.	389	$30K	0.0%	-37.3%	0.000%
4/28/2026	DGS Capital Management LLC	29,030	$2.28M	0.4%	-11.0%	0.024%
4/28/2026	NBT Bank N A NY	3,081	$0.24M	0.0%	+3,657.3%	0.003%
4/28/2026	QRG Capital Management Inc.	3,880	$0.30M	0.0%	+15.5%	0.003%
4/27/2026	Oxbow Advisors LLC	41,842	$3.28M	0.3%	N/A	0.035%
4/27/2026	HB Wealth Management LLC	2,610	$0.21M	0.0%	N/A	0.002%
4/27/2026	Moran Wealth Management LLC	42,956	$3.37M	0.1%	-2.7%	0.036%
4/27/2026	World Investment Advisors	3,688	$0.29M	0.0%	+9.2%	0.003%
4/27/2026	New York State Teachers Retirement System	108,584	$8.52M	0.0%	-2.9%	0.090%
4/27/2026	Y Intercept Hong Kong Ltd	46,201	$3.63M	0.1%	N/A	0.038%
4/27/2026	Fideuram Intesa Sanpaolo Private Banking S.P.A.	43,464	$3.41M	0.1%	+10.8%	0.036%
4/25/2026	Boston Trust Walden Corp	1,039,731	$81.59M	0.7%	-4.2%	0.859%
4/25/2026	Smithbridge Asset Management Inc. DE	26,201	$2.06M	0.3%	-1.5%	0.022%
4/24/2026	Root Financial Partners LLC	487	$38K	0.0%	+40.8%	0.000%
4/24/2026	Impact Partnership Wealth LLC	7,011	$0.55M	0.1%	+13.1%	0.006%
4/24/2026	Harbor Investment Advisory LLC	399	$31K	0.0%	-47.2%	0.000%
4/24/2026	MQS Management LLC	6,767	$0.53M	0.4%	-21.4%	0.006%
4/23/2026	SJS Investment Consulting Inc.	694	$54K	0.0%	+250.5%	0.001%
4/23/2026	Inspire Investing LLC	43,655	$3.43M	0.3%	+16.4%	0.036%
4/22/2026	Janney Montgomery Scott LLC	132,908	$10.43M	0.0%	-10.7%	0.110%
4/22/2026	Pictet Asset Management Holding SA	16,985	$1.33M	0.0%	+6.0%	0.014%
4/22/2026	Sterling Capital Management LLC	17,786	$1.40M	0.0%	-12.5%	0.015%
4/21/2026	GHP Investment Advisors Inc.	926	$73K	0.0%	N/A	0.001%
4/21/2026	Louisiana State Employees Retirement System	26,900	$2.11M	0.0%	N/A	0.022%
4/20/2026	Kestra Private Wealth Services LLC	8,654	$0.68M	0.0%	-3.1%	0.007%
4/20/2026	Blue Trust Inc.	816	$64K	0.0%	-28.2%	0.001%
4/20/2026	RFG Advisory LLC	2,693	$0.21M	0.0%	N/A	0.002%
4/20/2026	OP Asset Management Ltd	6,539	$0.51M	0.0%	N/A	0.005%
4/16/2026	SG Americas Securities LLC	19,528	$1.53M	0.0%	-7.3%	0.016%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	70,449	$5.53M	0.1%	N/A	0.058%
4/16/2026	Diversified Trust Co	35,492	$2.79M	0.1%	+5.3%	0.029%
3/20/2026	Hsbc Holdings PLC	180,716	$14.90M	0.0%	+185.4%	0.148%
3/17/2026	Rockefeller Capital Management L.P.	150,008	$12.30M	0.0%	+25.1%	0.123%
3/13/2026	World Investment Advisors	3,377	$0.28M	0.0%	N/A	0.003%
3/9/2026	Corient Private Wealth LLC	18,171	$1.50M	0.0%	-16.1%	0.015%
3/6/2026	Hsbc Holdings PLC	180,716	$14.90M	0.0%	+185.4%	0.148%
3/4/2026	SHP Wealth Management	4,537	$0.37M	0.0%	N/A	0.004%
3/3/2026	Caitong International Asset Management Co. Ltd	1,238	$0.10M	0.0%	N/A	0.001%
2/25/2026	Hahn Capital Management LLC	101,877	$8.36M	4.5%	-6.0%	0.083%
2/24/2026	DGS Capital Management LLC	32,625	$2.68M	0.5%	+18.6%	0.027%
2/24/2026	Pacer Advisors Inc.	11,135	$0.91M	0.0%	-31.7%	0.009%
2/19/2026	Compound Planning Inc.	2,569	$0.21M	0.0%	+7.7%	0.002%
2/19/2026	Invesco Ltd.	1,732,384	$142.09M	0.0%	+0.0%	1.415%
2/19/2026	Corient Private Wealth LLC	16,798	$1.38M	0.0%	-22.5%	0.014%
2/18/2026	Mercer Global Advisors Inc. ADV	22,826	$1.87M	0.0%	+28.7%	0.019%
2/18/2026	Caitlin John LLC	5,942	$0.49M	0.3%	+5,301.8%	0.005%
2/18/2026	Front Street Capital Management Inc.	1,129	$93K	0.0%	N/A	0.001%
2/18/2026	Vident Advisory LLC	57,655	$4.73M	0.0%	+1.8%	0.047%
2/18/2026	First Citizens Bank & Trust Co.	24,085	$1.98M	0.0%	+7.4%	0.020%
2/18/2026	State of Tennessee Department of Treasury	38,835	$3.41M	0.0%	-4.1%	0.032%
2/18/2026	Mackenzie Financial Corp	12,946	$1.07M	0.0%	-16.9%	0.011%
2/18/2026	NewEdge Advisors LLC	4,548	$0.37M	0.0%	+3,425.6%	0.004%
2/18/2026	Empowered Funds LLC	1,763	$0.15M	0.0%	N/A	0.001%
2/18/2026	XTX Topco Ltd	23,831	$1.96M	0.1%	N/A	0.019%
2/18/2026	Zacks Investment Management	35,663	$2.93M	0.0%	-14.9%	0.029%
2/18/2026	Voloridge Investment Management LLC	378,214	$31.02M	0.1%	-6.9%	0.309%
2/18/2026	SummitTX Capital L.P.	26,230	$2.15M	0.1%	+632.5%	0.021%
2/18/2026	Toronto Dominion Bank	14,287	$1.17M	0.0%	-5.1%	0.012%
2/18/2026	Tudor Investment Corp ET AL	12,508	$1.03M	0.0%	-77.9%	0.010%
2/18/2026	Twinbeech Capital LP	2,667	$0.22M	0.0%	N/A	0.002%
2/18/2026	Prana Capital Management LP	651,166	$53.41M	1.9%	-8.5%	0.532%
2/18/2026	Odyssean LLC	8,958	$0.74M	0.5%	N/A	0.007%
2/18/2026	Millennium Management LLC	371,635	$30.48M	0.0%	-43.3%	0.304%
2/18/2026	Man Group plc	333,568	$27.36M	0.0%	+6.2%	0.272%
2/18/2026	Inspire Investing LLC	37,517	$3.08M	0.3%	-8.9%	0.031%
2/18/2026	Interval Partners LP	184,896	$15.17M	0.3%	-9.3%	0.151%
2/18/2026	Janus Henderson Group PLC	45,122	$3.70M	0.0%	-2.1%	0.037%
2/18/2026	Engineers Gate Manager LP	120,721	$9.90M	0.1%	+24.3%	0.099%
2/18/2026	Azora Capital LP	216,465	$17.75M	1.1%	N/A	0.177%
2/17/2026	Caisse de depot et placement du Quebec	1,380,997	$113.27M	0.2%	+2.8%	1.128%
2/17/2026	American Capital Management Inc.	574,819	$47.15M	2.1%	+1.7%	0.469%
2/17/2026	Schonfeld Strategic Advisors LLC	147,300	$12.08M	0.1%	-5.2%	0.120%
2/17/2026	AQR Capital Management LLC	451,873	$37.06M	0.0%	-3.3%	0.369%
2/17/2026	Cetera Investment Advisers	28,954	$2.38M	0.0%	+108.1%	0.024%
2/17/2026	Lazard Asset Management LLC	20,533	$1.68M	0.0%	+3.8%	0.017%
2/17/2026	Hilltop Holdings Inc.	3,363	$0.28M	0.0%	+32.8%	0.003%
2/17/2026	Amundi	16,748	$1.37M	0.0%	-73.0%	0.014%
2/17/2026	Jump Financial LLC	11,366	$0.93M	0.0%	N/A	0.009%

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: $91.02

$90.66

$91.84

50 Day Range

MA: $80.90

$75.18

$91.49

52 Week Range

Now: $91.02

$75.08

$93.96

Volume

370,359 shs

Average Volume

871,221 shs

Market Capitalization

$10.95 billion

P/E Ratio

15.52

Dividend Yield

1.14%

Beta

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 — 0.86%
Bank of New York Mellon Corp — 0.78%
Arbejdsmarkedets Tillaegspension — 0.27%
Principal Financial Group Inc. — 0.17%
Janney Montgomery Scott LLC — 0.11%
New York State Teachers Retirement System — 0.09%
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:
Hsbc Holdings PLC
Bank of New York Mellon Corp
Boston Trust Walden Corp
Janney Montgomery Scott LLC
Illinois Municipal Retirement Fund
GHE LLC
Sequoia Financial Advisors LLC
DGS Capital 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)
Michael Peterson (EVP)
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:
BI Asset Management Fondsmaeglerselskab A S
Y Intercept Hong Kong Ltd
Oxbow Advisors LLC
Arbejdsmarkedets Tillaegspension
Louisiana State Employees Retirement System
Fifth Third Bancorp
Diversify Wealth Management LLC
Principal Financial Group Inc.