SEI Investments Ownership

SEIC Stock  USD 76.01  0.06  0.08%   
SEI Investments shows a total of 126.95 Million outstanding shares. The majority of SEI Investments outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in SEI Investments to benefit from reduced commissions. Therefore, institutions are subject to a different set of regulations than regular investors in SEI Investments. Please pay attention to any change in the institutional holdings of SEI Investments as this could imply that something significant has changed or is about to change at the company. On November 10, 2022, Senator Tommy Tuberville of US Senate acquired under $15k worth of SEI Investments's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
130.7 M
Current Value
131.4 M
Avarage Shares Outstanding
200.8 M
Quarterly Volatility
41.2 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as SEI Investments in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of SEI Investments, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.

SEI Stock Ownership Analysis

About 24.0% of the company outstanding shares are owned by corporate insiders. The book value of SEI Investments was at this time reported as 17.76. The company has Price/Earnings To Growth (PEG) ratio of 1.18. SEI Investments last dividend was issued on the 27th of December 2024. The entity had 2:1 split on the 22nd of June 2007. SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people. To find out more about SEI Investments contact the company at 610-676-1000 or learn more at https://www.seic.com.
Besides selling stocks to institutional investors, SEI Investments also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different SEI Investments' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align SEI Investments' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

SEI Investments Quarterly Liabilities And Stockholders Equity

2.68 Billion

SEI Investments Insider Trades History

About 24.0% of SEI Investments are currently held by insiders. Unlike SEI Investments' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against SEI Investments' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of SEI Investments' insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

SEI Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SEI Investments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SEI Investments backward and forwards among themselves. SEI Investments' institutional investor refers to the entity that pools money to purchase SEI Investments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Btim Corp2024-12-31
1.3 M
Fmr Inc2024-12-31
1.2 M
Bank Of New York Mellon Corp2024-12-31
1.2 M
Northern Trust Corp2024-12-31
1.1 M
Ubs Asset Mgmt Americas Inc2024-12-31
756 K
Citadel Advisors Llc2024-12-31
745.9 K
Charles Schwab Investment Management Inc2024-12-31
668.3 K
Norges Bank2024-12-31
582.1 K
Brown Advisory Holdings Inc2024-12-31
568 K
Vanguard Group Inc2024-12-31
11.6 M
Blackrock Inc2024-12-31
11.5 M
Note, although SEI Investments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SEI Investments Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SEI Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Klauder Paul over two weeks ago
Acquisition by Klauder Paul of 2000 shares of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over three months ago
Disposition of 35000 shares by Alfred West of SEI Investments at 40.64 subject to Rule 16b-3
 
William Doran over three months ago
Disposition of 5000 shares by William Doran of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over three months ago
Disposition of 7099 shares by Alfred West of SEI Investments at 80.81 subject to Rule 16b-3
 
Mccarthy Kathryn over three months ago
Acquisition by Mccarthy Kathryn of 1000 shares of SEI Investments subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 40129 shares by Alfred West of SEI Investments at 66.9 subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 27419 shares by Alfred West of SEI Investments at 67.48 subject to Rule 16b-3
 
Ryan Hicke over six months ago
Disposition of 10000 shares by Ryan Hicke of SEI Investments at 40.64 subject to Rule 16b-3
 
Cipriano James over six months ago
Disposition of 8750 shares by Cipriano James of SEI Investments at 49.63 subject to Rule 16b-3
 
William Doran over six months ago
Disposition of 5000 shares by William Doran of SEI Investments at 67.04 subject to Rule 16b-3
 
William Doran over six months ago
Acquisition by William Doran of 10000 shares of SEI Investments at 33.76 subject to Rule 16b-3
 
Sean Denham over six months ago
Acquisition by Sean Denham of 22500 shares of SEI Investments at 62.0 subject to Rule 16b-3

SEI Investments' latest congressional trading

Congressional trading in companies like SEI Investments, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in SEI Investments by those in governmental positions are based on the same information available to the general public.
2022-11-10Senator Tommy TubervilleAcquired Under $15KVerify

SEI Investments Outstanding Bonds

SEI Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SEI Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SEI bonds can be classified according to their maturity, which is the date when SEI Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

SEI Investments Corporate Filings

F4
19th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
18th of March 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10K
20th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
12th of February 2025
Other Reports
ViewVerify

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When determining whether SEI Investments offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SEI Investments' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Sei Investments Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Sei Investments Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.
You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.283
Dividend Share
0.95
Earnings Share
4.41
Revenue Per Share
16.338
Quarterly Revenue Growth
0.149
The market value of SEI Investments is measured differently than its book value, which is the value of SEI that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if SEI Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.