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The company

SEI Investments Company

SEIC · Nasdaq

FinancialsCapital Markets & Asset ManagementLeading

SEIC stood above a rising 150-day average in 27 of the last 52 weekly readings, including each of the last 24 weeks. It is 10.1% above that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 24 in a row
Industry in uptrend: 27% -9 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $97.6M
Officials’ trades on record: 6
Institutions holding: 530 (+7)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 27 of 52 weeks.

17 Apr – 16 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

6 disclosed lines: House 3, Senate 2, executive 1; 3 people.

Who	Did	Amount	Traded
Tommy Tuberville Senate: U.S. Senate eFDSenator	soldjoint	$1k–$15k	5 Oct 2022filed 10 Nov 2022
Lisa O. Monaco Executive branch: Office of Government EthicsDepartment of Justice	sold	$1k–$15k	15 Jul 2021filed 6 Aug 2021
Tommy Tuberville Senate: U.S. Senate eFDSenator	boughtjoint	$1k–$15k	29 Mar 2021filed 23 Jul 2021
Mikie Sherrill House: U.S. House ClerkNJ11	sold	$1k–$15k	20 Feb 2020filed 5 Apr 2020
Mikie Sherrill House: U.S. House ClerkNJ11	bought	$1k–$15k	15 Jan 2020filed 19 Feb 2020
Mikie Sherrill House: U.S. House ClerkNJ11	sold	$1k–$15k	12 Dec 2019filed 10 Jan 2020

Insiders

Buy orders, 12 months0

Sale orders, 12 months30

Buyers · sellers0 · 11

Who	Did	Shares	Traded
Alfred P. West, Jr.Other	sold	5,483at $103.16	30 Sep 2026filed 1 Oct 2026
Alfred P. West, Jr.Other	sold	28,394at $103.40	29 Sep 2026filed 1 Oct 2026
Michael LaneExecutive Vice President	sold	2,400at $102.78	22 Sep 2026filed 24 Sep 2026
Ryan HickeChief Executive Officer	sold	37,500at $110.71	3 Sep 2026filed 8 Sep 2026
Carmen RomeoDirector	sold	5,000at $109.70	1 Sep 2026filed 3 Sep 2026
Michael PetersonExecutive Vice President	sold	37,500at $111.51	28 Aug 2026filed 1 Sep 2026
Philip McCabeOfficer	sold	5,043at $105.50	5 Aug 2026filed 6 Aug 2026
Philip McCabeOfficer	sold	24,957at $105.04	4 Aug 2026filed 6 Aug 2026
Kathryn McCarthyDirector	sold	10,000at $103.54	3 Aug 2026filed 4 Aug 2026
Carl GuarinoDirector	sold	10,000at $103.20	28 Jul 2026filed 30 Jul 2026
Michael PetersonExecutive Vice President	sold	25,000at $102.05	28 Jul 2026filed 30 Jul 2026
Mark Andrew WarnerSee Remarks*	sold	2,300at $101.11	28 Jul 2026filed 30 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders530+7 on the quarter

New · exited76 · 70

Reported value$7.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.reduced · filed 7 Aug 2026	9,927,545$870.7M	-182,792−1.8%
LOOMIS SAYLES & CO L Preduced · filed 14 Aug 2026	8,482,052$744.0M	-146,827−1.7%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	6,140,822$538.6M	+15,179+0.2%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	4,686,241$411.0M	-55,475−1.2%
STATE STREET CORPadded · filed 7 Aug 2026	4,251,584$372.9M	+66,406+1.6%
MORGAN STANLEYreduced · filed 13 Aug 2026	4,119,203$361.3M	-673,076−14.0%
Boston Partnersadded · filed 4 Aug 2026	3,093,791$271.4M	+1,323,752+74.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	2,953,161$259.1M	+122,829+4.3%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026	2,908,071$255.1M	-12,435−0.4%
FMR LLCadded · filed 13 Aug 2026	2,510,218$220.2M	+417,719+20.0%