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SEIC Sei Investments Co.

Financials, filed as SEI INVTS CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.1%
  • $18M

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Thomas Gayner, Markel Group). Not free-float ownership.

  1. Thomas Gayner 0.14%

Who owns SEIC

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 0.14% Hold 173,200 $18M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SEIC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SEIC insider trades
  • None no insider bought on the open market
  • $53.6M sold by 11 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Alfred P West Jr. Insider
    Sale
    $3.5M 33,877 shares at $103.36 0.5% of stake
    Traded Sep 29–30 Filed Oct 1
  2. Michael Lane Executive Vice President
    Sale
    $247K 2,400 shares at $102.78 5.7% of stake
    Traded Sep 22 Filed Sep 24
  3. Ryan Hicke CEO
    Sale
    $4.2M 37,500 shares at $110.71 16% of stake
    Traded Sep 3 Filed Sep 8
  4. Carmen Romeo Director
    Sale
    $549K 5,000 shares at $109.70 0.3% of stake
    Traded Sep 1 Filed Sep 3
  5. Michael Peterson Executive Vice President
    Sale
    $4.2M 37,500 shares at $111.51 65% of stake
    Traded Aug 28 Filed Sep 1
  6. Philip McCabe See Remarks
    Sale
    $3.2M 30,000 shares at $105.12 35% of stake
    Traded Aug 4–5 Filed Aug 6
  7. Kathryn McCarthy Director
    Sale
    $1M 10,000 shares at $103.54 11% of stake
    Traded Aug 3 Filed Aug 4
  8. Mark Andrew Warner See Remarks*
    Sale
    $1.5M 15,000 shares at $102.35 94% of stake
    Traded Jul 28 Filed Jul 30
  9. Michael Peterson Executive Vice President
    Sale
    $2.6M 25,000 shares at $102.05 55% of stake
    Traded Jul 28 Filed Jul 30
  10. Carl Guarino Director
    Sale
    $1M 10,000 shares at $103.20 35% of stake
    Traded Jul 28 Filed Jul 30
  11. Sanjay Sharma See Remarks*
    Sale
    $2M 20,000 shares at $99.33 33% of stake
    Traded Jul 24 Filed Jul 28
  12. Alfred P West Jr. Insider
    Sale
    $5M 57,332 shares at $87.26 0.8% of stake
    Traded Jun 26–29 Filed Jun 29
  13. William Doran Director
    Sale
    $453K 5,000 shares at $90.50 0.8% of stake
    Traded Jun 9 Filed Jun 11
  14. Kathryn McCarthy Director
    Sale
    $911K 10,000 shares at $91.07 11% of stake
    Traded May 4 Filed May 5
  15. Mark Andrew Warner In Remarks
    Sale
    $365K 4,000 shares at $91.16 81% of stake
    Traded Apr 28 Filed Apr 30

Also filed in the last 12 months, not counted as buying or selling: 36 option exercises, 16 stock grants, 9 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
10-Q FORM 10-Q
8-K 2.02,7.01,8.01,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
10-Q FORM 10-Q
8-K 2.02,7.01,9.01
8-K 5.07,8.01,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
10-Q FORM 10-Q
8-K 2.02,7.01,9.01
DEF 14A DEFINITIVE PROXY STATEMENT
SCHEDULE 13G/A —
8-K 7.01,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $556.76M $699.39M $808.13M
Net income $462.26M $581.19M $715.3M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.48B $1.55B $1.27B
Total non-current assets * $1.04B $1.13B —
Total assets $2.52B $2.68B —
Total current liabilities $353.05M $380.51M $387.21M
Total non-current liabilities * $35.13M $51.98M —
Total equity $2.13B $2.25B $2.45B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $447.03M $622.34M $607.66M
Cash from investing -$141.54M -$117.3M -$399.09M
Cash from financing -$331.32M -$494.4M -$589.5M
Net change in cash -$18.36M $5.2M -$369.6M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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