SEI Investments
Links investment technology, operations, custody, and asset management for financial institutions and advisers.
$111.63
After-hours close−0.02 (−0.01%)
At close$111.65(+0.31%)
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Breakdown13F · Form 4
Institutions 84.49%101.40M sharesInsiders 7.94%9.53M sharesOther 7.57%9.09M shares
Shares outstanding 120.02M · Float 99.41M · 82.8% free float
Institutions13F, as of Jun 30, 2026
581 holders · 101.40M shares · 79 new positions · 251 increased · 225 reduced · 74 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.93M | 8.27% | −182.8K | Aug 7, 2026 |
| Loomis Sayles & Co L P | 8.48M | 7.07% | −146.8K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 6.14M | 5.12% | +15.2K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 4.69M | 3.90% | −55.5K | Aug 13, 2026 |
| State Street Corp | 4.25M | 3.54% | +66.4K | Aug 7, 2026 |
| Morgan Stanley | 4.12M | 3.43% | −673.1K | Aug 13, 2026 |
| Boston Partners | 3.09M | 2.58% | +1.32M | Aug 4, 2026 |
| Geode Capital Management, LLC | 2.95M | 2.46% | +122.8K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Loomis, Sayles & Co., L.P. | 7.10% | 8.68M | 13G | May 14, 2026 ↗ |
| BlackRock, Inc. | 6.80% | 8.49M | 13G | Jul 16, 2025 ↗ |
| Vanguard Portfolio Management | 5.02% | 6.14M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Alfred P. Jr West | other: Chairman Emeritus | 6.82M | 5.68% | Jun 29, 2026 |
| Carmen Romeo | director | 1.56M | 1.30% | Dec 30, 2025 |
| William Doran | director | 618.8K | 0.52% | Jun 11, 2026 |
| Ryan Hicke | director, officer: CHIEF EXECUTIVE OFFICER | 192.8K | 0.16% | Apr 1, 2026 |
| Kathryn Mccarthy | director | 77.9K | 0.06% | Aug 4, 2026 |
| Sean Denham | officer: Executive VP, CFO, COO | 57.8K | 0.05% | Mar 19, 2026 |
| Philip McCabe | officer: See Remarks | 54.9K | 0.05% | Aug 6, 2026 |
| Michael Lane | officer: Executive Vice President | 42.0K | 0.03% | Dec 16, 2025 |
| Sanjay Sharma | officer: See Remarks* | 39.8K | 0.03% | Jul 28, 2026 |
| Michael Peterson | officer: Executive Vice President | 20.1K | 0.02% | Jul 30, 2026 |
1 ten-percent owner holds 398.2K shares by Form 4, outside the officers-and-directors figure above · 21 people have not refiled in the last 18 months (6.35M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 5, 2026 | Philip McCabeofficer: See Remarks | Sale | 5,043 | $105.50 | 54,884 |
| Aug 4, 2026 | Philip McCabeofficer: See Remarks | Sale | 24,957 | $105.04 | 54,884 |
| Aug 3, 2026 | Kathryn Mccarthydirector | Sale | 10,000 | $103.54 | 77,883 |
| Jul 28, 2026 | Carl Guarinodirector | Sale | 10,000 | $103.20 | 18,308 |
| Jul 28, 2026 | Michael Petersonofficer: Executive Vice President | Sale | 25,000 | $102.05 | 20,148 |
| Jul 28, 2026 | Mark Andrew Warnerofficer: See Remarks* | Sale · 3 lots | 15,000 | $102.35 | 921 |
| Jul 24, 2026 | Sanjay Sharmaofficer: See Remarks* | Sale | 20,000 | $99.33 | 39,829 |
| Jun 29, 2026 | Alfred P. Jr Westother: Chairman Emeritus | Sale · 2 lots | 7,332 | $87.39 | 6,818,451 |
| Jun 26, 2026 | Alfred P. Jr Westother: Chairman Emeritus | Sale · 2 lots | 50,000 | $87.25 | 6,825,783 |
| Jun 9, 2026 | William Dorandirector | Sale | 5,000 | $90.50 | 618,802 |
CongressHouse and Senate disclosures
Not reported.