Who Owns SEI Investments Co
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SEI Investments Co.
Who crossed 5% of SEIC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| GAMMA Investing LLCCommon Stock7.4K shadded | $761K |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM6K shtrimmed | $619.2K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3.8K shtrimmed | $394K |
| CoreCap Advisors, LLCStock3.6K shadded | $367.8K |
| Cadent Capital Advisors, LLCCOM3.4K shheld | $351.3K |
| TrueWealth Advisors, LLCCOM2.6K shheld | $271K |
| Wedmont Private CapitalCOM2.5K shadded | $258.6K |
| Farther Finance Advisors, LLCStock1.6K shadded | $162.7K |
| GK Wealth Management LLCCOM1.6K sh— | $159.8K |
| Wealth Enhancement Trust Services, Inc.COM1.2K shadded | $127.9K |
| ELEVATION WEALTH PARTNERS, LLCCOM438 shadded | $45K |
| TOTH FINANCIAL ADVISORY CORPCOM420 shheld | $43.1K |
| TOMPKINS FINANCIAL CORPCOM97 shheld | $10K |
| GILPIN WEALTH MANAGEMENT, LLCCOM39 sh— | $4K |
| Marquette Asset Management, LLCCOM32 shheld | $3.3K |
| Grove Bank & TrustCOM16 shheld | $1.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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