SEI Investments (SEIC)

SEI Investments Distribution Co. • SEI Investments Management Corporation • SEI Investments Developments, Inc. • SEI Custodial Operations Company, LLC • SEI Trust Company • SEI Funds, Inc. • SEI Investments, Inc. • SEI Global Investments Corporation • SEI Investments Canada Company • SEI Advanced Capital Management, Inc. ...

IRS number

231707341

SEIC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$77.50

Low target

$74.00

High target

$81.00

Latest filings (excl ownership)

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25 Oct 24

SEI Reports Third-Quarter 2024 Financial Results

23 Oct 24

8-K

Regulation FD Disclosure

30 Aug 24

N-PX

Annual report of proxy voting record

21 Aug 24

S-8

Registration of securities for employees

26 Jul 24

SEI Reports Second-Quarter 2024 Financial Results

24 Jul 24

8-K

Departure of Directors or Certain Officers

29 Apr 24

Transcripts

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SEIC

Earnings call transcript

2024 Q3

23 Oct 24

SEIC

Earnings call transcript

2024 Q2

24 Jul 24

SEIC

Earnings call transcript

2024 Q1

24 Apr 24

SEIC

Earnings call transcript

2023 Q4

31 Jan 24

SEIC

Earnings call transcript

2023 Q3

25 Oct 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q1

20 Apr 23

SEIC

Earnings call transcript

2022 Q4

25 Jan 23

SEIC

Earnings call transcript

2022 Q3

27 Oct 22

Latest ownership filings

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Financial summary

Financial statements Chart SEIC financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

SEIC institutional ownership history Ownership history

69.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	486	485	+0.2%
Opened positions	47	56	-16.1%
Closed positions	46	39	+17.9%
Increased positions	170	175	-2.9%
Reduced positions	179	164	+9.1%

13F shares	Current	Prev Q	Change
Total value	5.13 tn	4.82 tn	+6.4%
Total shares	91.01 mm	92.77 mm	-1.9%
Total puts	212.00 k	213.80 k	-0.8%
Total calls	117.30 k	117.10 k	+0.2%
Total put/call ratio	1.8	1.8	-1.0%

Largest owners	Shares	Value	Change
Vanguard	11.59 mm	$801.97 bn	-2.1%
BLK BlackRock	11.41 mm	$789.46 bn	NEW
Loomis Sayles & Co L P	9.15 mm	$632.95 mm	-3.1%
MS Morgan Stanley	5.85 mm	$404.74 bn	-1.6%
STT State Street	5.71 mm	$394.94 bn	-6.6%
Beutel, Goodman & Co	4.01 mm	$277.79 mm	-1.0%
BAC Bank of America	3.03 mm	$209.91 bn	-0.1%
IVZ Invesco	2.56 mm	$176.92 bn	+6.8%
Geode Capital Management	2.52 mm	$174.09 bn	+13.5%
Dimensional Fund Advisors	1.64 mm	$113.18 bn	+18.5%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-11.49 mm	EXIT
BLK BlackRock	11.41 mm	+11.41 mm	NEW
Azora Capital	0.00	-819.88 k	EXIT
FMR	885.11 k	+632.02 k	+249.7%
LGEN Legal & General	517.58 k	-494.81 k	-48.9%
Tandem Investment Advisors	8.99 k	-424.09 k	-97.9%
STT State Street	5.71 mm	-403.32 k	-6.6%
Citadel Advisors	1.22 mm	+303.19 k	+33.2%
Geode Capital Management	2.52 mm	+300.70 k	+13.5%
Loomis Sayles & Co L P	9.15 mm	-294.48 k	-3.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SEIC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	86.09	3,738	321.80 k	7,232,922
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	85.34	34,672	2.96 mm	7,236,660
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	84.72	13,632	1.15 mm	7,271,332
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	87.25	500	43.63 k	7,284,964
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	86.22	12,703	1.10 mm	7,285,464
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	85.64	80,955	6.93 mm	7,298,167
12 Dec 24	Stephanie D. Miller	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	3,941
12 Dec 24	Carmen Romeo	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	1,579,827
12 Dec 24	Kathryn Mccarthy	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	75,641
12 Dec 24	Jonathan Brassington	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	3,941