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SEIC on Nasdaq

SEI Investments Company

Logo: SEI Investments, Public domain, via Wikimedia Commons5

Financial services company

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients. Through its subsidiaries and partnerships in which the company has significant interests, SEI manages, advises or administers $1 trillion in hedge funds, private equity, mutual funds and pooled or separately managed assets.3 Its shares trade on Nasdaq under the symbol SEIC.1 Wikipedia text CC BY-SA 4.0

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Last updated Oct 21, 2026.

Overview

1968Founded1

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  • TickerSEIC on Nasdaq1
  • Industryfinancial services1
  • HeadquartersOaks1
  • Websitewww.seic.com
  • Incorporated inPA6
  • Business address1 Freedom Valley Drive, Oaks, Pa 19456-11006
  • Filer categoryLarge accelerated filer6
  • Legal formBusiness Corporation4
  • LEI5LJTIFADGZ6XH1RVOC114
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressC/O Corporation Service Company, 17110 Harrisburg, United States4
  • Registered withPennsylvania Department of State, 3130114

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SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients. Through its subsidiaries and partnerships in which the company has significant interests, SEI manages, advises or administers $1 trillion in hedge funds, private equity, mutual funds and pooled or separately managed assets. This includes $352 billion in assets under management and $683.3 billion in client assets under administration, as of 2019.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

35.2%Gross margin10
27.3%Operating margin10
31.1%Net margin10
8.1%Revenue growth, 202510
29.2%Return on equity10
$585.0MFree cash flow10

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Information Processing And Software Servicing Fees brought in 25% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. Information Processing And Software Servicing Fees$480.3M1025%up 7% from 2024
  2. Investment Management Fees From Investment Management Agreements$466.5M1024%up 7% from 2024
  3. Investment Management Fees From Investment Products$410.6M1021%down 2% from 2024
  4. Investment Processing Fees, PaaS$331.0M1017%up 9% from 2024
  5. Investment Processing Fees, SaaS$114.3M106%down 3% from 2024
  6. Account Fees And Other$83.5M104%up 12% from 2024
  7. Professional Services Fees$32.5M102%up 22% from 2024
Products and services by year
Products and services202320242025
Information Processing And Software Servicing Fees$405.0M$448.0M$480.3M
Investment Management Fees From Investment Management Agreements$417.4M$435.9M$466.5M
Investment Management Fees From Investment Products$416.4M$417.5M$410.6M
Investment Processing Fees, PaaS$255.2M$303.1M$331.0M
Investment Processing Fees, SaaS$117.5M$117.6M$114.3M
Account Fees And Other$62.1M$74.4M$83.5M
Professional Services Fees$31.4M$26.6M$32.5M

Business segments

Investment Managers brought in 35% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. Investment Managers$815.0M1035%up 12% from 2024
  2. Investment Advisors$577.4M1025%up 13% from 2024
  3. Private Bank$572.9M1025%up 6% from 2024
  4. Institutional Investors$282.5M1012%down 1% from 2024
  5. Investments In New Businesses$49.5M102%down 18% from 2024
Business segments by year
Business segments202320242025
Investment Managers$645.3M$728.4M$815.0M
Investment Advisors$436.3M$509.4M$577.4M
Private Bank$496.3M$541.4M$572.9M
Institutional Investors$289.7M$285.7M$282.5M
Investments In New Businesses$52.2M$60.2M$49.5M

Regions

United States brought in 85% of the revenue SEI Investments Company broke down this way in fiscal 2025.

  1. United States$2.0B1085%up 8% from 2024
  2. United Kingdom$165.0M107%up 1% from 2024
  3. I E$88.9M104%up 28% from 2024
  4. Canada$48.6M102%up 5% from 2024
  5. LU$37.1M102%up 23% from 2024
Regions by year
Regions202320242025
United States$1.6B$1.8B$2.0B
United Kingdom$147.8M$162.7M$165.0M
I E$62.5M$69.3M$88.9M
Canada$45.6M$46.3M$48.6M
LU$23.7M$30.1M$37.1M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs60¢$1.4B
  • Income tax9¢$198.8M
  • Profit31¢$715.3M

Out of $2.3B in revenue.10

Where each dollar of operating cash went, fiscal 2025

  • Capital spending3¢$22.6M
  • Dividends paid16¢$124.2M
  • Share buybacks81¢$628.1M

Out of $607.7M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.10

Financial statements

Revenue11121310$2.3B in 2025+39% since 2019
0$1.0B$2.0B$3.0B2019: $1.6B$1.6B20192020: $1.7B$1.7B2020+2%2021: $1.9B$1.9B2021+14%2022: $2.0B$2.0B2022+4%2023: $1.9B$1.9B2023−4%2024: $2.1B$2.1B2024+11%2025: $2.3B$2.3B2025+8%
Gross profit1415121310$808.1M in 2025+52% since 2019
0$250.0M$500.0M$750.0M$1.0B2019: $532.6M$532.6M20192020: $519.9M$519.9M2020−2%2021: $645.2M$645.2M2021+24%2022: $643.9M$643.9M2022−0%2023: $556.8M$556.8M2023−14%2024: $699.4M$699.4M2024+26%2025: $808.1M$808.1M2025+16%
Operating income1415121310$627.3M in 2025+36% since 2019
0$200.0M$400.0M$600.0M$800.0M2019: $460.4M$460.4M20192020: $445.9M$445.9M2020−3%2021: $553.4M$553.4M2021+24%2022: $475.8M$475.8M2022−14%2023: $424.5M$424.5M2023−11%2024: $551.7M$551.7M2024+30%2025: $627.3M$627.3M2025+14%
Net income1415121310$715.3M in 2025+43% since 2019
0$200.0M$400.0M$600.0M$800.0M2019: $501.4M$501.4M20192020: $447.3M$447.3M2020−11%2021: $546.6M$546.6M2021+22%2022: $475.5M$475.5M2022−13%2023: $462.3M$462.3M2023−3%2024: $581.2M$581.2M2024+26%2025: $715.3M$715.3M2025+23%

Every line of the income statement as filed: the last 3 fiscal years, latest first.10

Period ending2025-12-312024-12-312023-12-31
Total revenue$2.3B$2.1B$1.9B
Subadvisory, distribution and other asset management costs$209.2M$191.7M$189.3M
Software royalties and other information processing costs$37.7M$34.2M$32.3M
Compensation, benefits and other personnel$821.5M$770.9M$714.1M
Stock-based compensation$53.6M$58.6M$31.3M
Consulting, outsourcing and professional fees$218.3M$211.8M$231.5M
Data processing and computer related$165.5M$151.7M$137.0M
Facilities, supplies and other costs$87.2M$79.3M$85.8M
Amortization$46.6M$41.9M$38.7M
Depreciation$30.4M$33.4M$35.3M
Total expenses$1.7B$1.6B$1.5B
Income from operations$627.3M$551.7M$424.5M
Net gain from investments$5.8M$2.8M$2.8M
Interest and dividend income$39.9M$48.9M$41.0M
Interest expense-$609.0K-$563.0K-$583.0K
Gain on sale of business$94.4M$0$0
Other income$9.7M$8.2M$0
Equity in earnings of unconsolidated affiliates$132.7M$135.7M$126.9M
Net gain from consolidated variable interest entities$7.1M$0$0
Income before income taxes$916.3M$746.8M$594.7M
Income taxes$198.8M$165.6M$132.4M
Net income$717.5M$581.2M$462.3M
Less: Net income attributable to non-controlling interests$2.2M$0$0
Net income attributable to SEI Investments Company$715.3M$581.2M$462.3M
Basic earnings per common share (in USD per share)$5.76$4.47$3.49
Shares used to compute basic earnings per share (in shares)124.1M shares130.1M shares132.6M shares
Diluted earnings per common share (in USD per share)$5.63$4.41$3.46
Shares used to compute diluted earnings per share (in shares)127.1M shares131.7M shares133.7M shares
Dividends declared per common share (in USD per share)$1.01$0.95$0.89

Compare SEI Investments Company with another company

Corporate structure

SEI Investments Company sits at the top of its group. 60 entities, 11 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of SEI Investments Company

  • LOOMIS SAYLES & CO L P Filed SCHEDULE 13G/A on SEI Investments Company, latest Aug 14, 2026 (12 filings since Feb 14, 2022)
  • VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G on SEI Investments Company, latest Apr 29, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on SEI Investments Company, latest Mar 27, 2026 (4 filings since Feb 10, 2022)
  • BlackRock Filed SCHEDULE 13G/A on SEI Investments Company, latest Jul 16, 2025 (4 filings since Feb 7, 2022)
  • Morgan Stanley Filed SC 13G/A on SEI Investments Company, latest Feb 10, 2023 (2 filings since Feb 11, 2022)
  • SEI Investments Company Oaks, Pennsylvania, United States
    • SEI Global Services, Inc. Oaks, Pennsylvania, United States
    • SEI TECHNOLOGY SERVICES INDIA PRIVATE LIMITED New Delhi, India
    • Core University Living Real Estate Income Trust Stake · Chicago, Illinois
    • First Wealth Financial Group Subsidiary · Iowa, United States
    • LSV Asset Management Subsidiary · Delaware, United States
    • Norland LLC Subsidiary · Delaware, United States
    • Renaissance Investment Group, LLC Subsidiary · Delaware, United States
    • SA Concepts, LLC Subsidiary · Florida, United States
    • SEI - Eclipse Holding Company, LLC Subsidiary · Delaware, United States
    • SEI - Radar Holding Company, LLC Subsidiary · Delaware, United States
    • SEI Access Platform, LLC Subsidiary · Delaware, United States
    • SEI Acquisition Sub, LLC Subsidiary · Delaware, United States
    • SEI Advanced Capital Management, Inc. Subsidiary · Delaware, United States
    • SEI Custodial Operations Company, LLC Subsidiary · Delaware, United States
    • SEI European Services Limited Subsidiary · United Kingdom
    • SEI Funds, Inc. Subsidiary · Delaware, United States
    • SEI Global Capital Investments, Inc. Subsidiary · Delaware, United States
    • SEI Global Holdings (Cayman) Inc. Subsidiary · Cayman Islands
    • SEI Global Investments Corp. Subsidiary · Philadelphia, Pennsylvania, United States
    • SEI Global Nominee Ltd. Subsidiary · United Kingdom
    • SEI Institutional Transfer Agent, Inc. Subsidiary · Delaware, United States
    • SEI Investment Strategies, LLC Subsidiary · Delaware, United States
    • SEI Investments (Asia), Limited Subsidiary · Hong Kong
    • SEI Investments (Europe) Limited Subsidiary · United Kingdom
    • SEI Investments (South Africa) Limited Subsidiary · South Africa
    • and 34 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

What it owns

What SEI Investments Company reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$619.1M10 Dec 31, 2025$652.9M10 Dec 31, 2024−5.2%
Accumulated depreciation$468.7M10 Dec 31, 2025$493.2M10 Dec 31, 2024−5.0%
Property and equipment, net$150.4M10 Dec 31, 2025$159.6M10 Dec 31, 2024−5.8%
Operating-lease assets (leased space)$26.4M10 Dec 31, 2025$28.9M10 Dec 31, 2024−8.5%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$399.8M10 Dec 31, 2025$840.2M10 Dec 31, 2024−52.4%
Debt securities available for sale$158.7M10 Dec 31, 2025$143.1M10 Dec 31, 2024+10.9%
Stakes in other companies (equity method)$189.1M10 Dec 31, 2025$123.8M10 Dec 31, 2024+52.8%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$355.0M10 Dec 31, 2025$170.3M10 Dec 31, 2024+108.5%
Intangible assets, net (excluding goodwill)$368.3M10 Dec 31, 2025$77.4M10 Dec 31, 2024+376.0%
Finite-lived intangibles, gross$417.8M10 Dec 31, 2025$133.2M10 Dec 31, 2024+213.7%
Accumulated amortization$49.5M10 Dec 31, 2025$55.8M10 Dec 31, 2024−11.3%
Finite-lived intangibles, net$368.3M10 Dec 31, 2025$77.4M10 Dec 31, 2024+376.0%

Properties, in its own words

Our corporate headquarters is located in Oaks, Pennsylvania and consists of ten buildings situated on approximately 134 acres. We own and operate the land and buildings, which encompass approximately 628,000 square feet of office space and 34,000 square feet of data center space. We lease other offices which aggregate 226,840 square feet.

Item 2 of the 10-K filed Feb 23, 2026.18

The story

SEI was founded as Simulated Environments Inc in 1968 by its current Executive Chairman and former CEO, Alfred P. West, Jr. (also known as Al West). In the 1970s SEI developed an automated trust and investment accounting system for bank trust departments. In the 1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors.

In 1994, SEI was an early investor of LSV Asset Management and currently still holds a significant stake in the firm.

In 2012 SEI was sued by investors in connection with the financial crimes committed by Allen Stanford. Stanford had sold investors bogus Certificates of Deposit (CDs) and the investors alleged that SEI, as well as other companies, had promoted and misrepresented the CDs as safe investments without performing appropriate due diligence. SEI responded that it merely provided a Stanford affiliate with back office services. As of September 2015 the case was still ongoing.

From Wikipedia’s article on SEI Investments Company, shared under CC BY-SA 4.0.7

Leadership

Who has led SEI Investments Company, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Alfred P. West Jr.2006–2012
  2. Ryan Hicke2023–now

Chair

  1. Alfred P. West Jr.2006–now

President

  1. Dennis McGonigle2015–2022

Chief financial officer

  1. Dennis McGonigle2006–2023
  2. Sean Denham2024–now

Chief operating officer

  1. Sean Denham2026–now
197019801990200020102020
Board members and other officers (34)

Subsidiaries and ownership

Also consolidated

Subsidiaries (Exhibit 21)

  • First Wealth Financial Group Iowa8
  • LSV Asset Management Delaware8
  • Norland LLC Delaware8
  • Renaissance Investment Group, LLC Delaware8
  • SA Concepts, LLC Florida8
  • SEI - Eclipse Holding Company, LLC Delaware8
  • SEI - Radar Holding Company, LLC Delaware8
  • SEI Access Platform, LLC Delaware8
  • SEI Acquisition Sub, LLC Delaware8
  • SEI Advanced Capital Management, Inc. Delaware8
  • SEI Custodial Operations Company, LLC Delaware8
  • SEI European Services Limited United Kingdom8
  • SEI Funds, Inc. Delaware8
  • SEI Global Capital Investments, Inc. Delaware8
  • SEI Global Holdings (Cayman) Inc. Cayman Islands, B. W. I.8
  • SEI Global Investments Corporation Delaware8
  • SEI Global Nominee Ltd. United Kingdom8
  • SEI Global Services, Inc. Delaware8
  • SEI Institutional Transfer Agent, Inc. Delaware8
  • SEI Investment Strategies, LLC Delaware8
  • SEI Investments (Asia), Limited Hong Kong8
  • SEI Investments (Europe) Limited United Kingdom8
  • SEI Investments (South Africa) Limited South Africa8
  • SEI Investments - Guernsey Limited Guernsey8
All 59 listed subsidiaries
  • SEI Investments - Luxembourg Holding S.A. Luxembourg8
  • SEI Investments - Luxembourg S.A. Luxembourg8
  • SEI Investments Canada Company Canada (Federal)8
  • SEI Investments Depositary & Custodial Services (Ireland) Limited Ireland8
  • SEI Investments Developments, Inc. Delaware8
  • SEI Investments Distribution Co. Pennsylvania8
  • SEI Investments Global (Cayman), Ltd. Cayman Islands, B. W. I.8
  • SEI Investments Global Fund Services, Ltd. Ireland8
  • SEI Investments Global Funds Services Delaware8
  • SEI Investments Global, Limited Ireland8
  • SEI Investments Management Corporation Delaware8
  • SEI Investments Management Corporation Delaware, LLC Delaware8
  • SEI Investments, Inc. Delaware8
  • SEI LifeYield, LLC Massachusetts8
  • SEI Nominee (Guernsey) Limited Guernsey8
  • SEI Novus Switzerland Switzerland8
  • SEI Novus UK Ltd. United Kingdom8
  • SEI Novus, LLC Delaware8
  • SEI Primus Holding Corporation Delaware8
  • SEI Private Trust Company Pennsylvania8
  • SEI Technology Services India Private Limited India8
  • SEI Transfer Agency and Registrar Services, Inc. Delaware8
  • SEI Trust Company Pennsylvania8
  • SEI Trustees Limited United Kingdom8
  • SEI Ventures, Inc. Delaware8
  • SIMC Holdings, LLC Delaware8
  • SIMC Subsidiary, LLC Delaware8
  • SWE Sub, LLC Delaware8
  • Stratos Intermediate Holdco., LLC Ohio8
  • Stratos Investment Management, LLC Ohio8
  • Stratos Private Wealth, LLC Ohio8
  • Stratos Wealth Advisors, LLC Ohio8
  • Stratos Wealth Enterprises, LLC Ohio8
  • Stratos Wealth Partners, Ltd. Ohio8
  • Stratos Wealth Securities, LLC Ohio8

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

  • SEI CORPApr 24, 1995 to Aug 5, 20046

Timeline

  1. Jul 22, 20268-K Results of operations; Regulation FD disclosure58
  2. May 28, 20268-K Shareholder vote; Other events59
  3. Apr 22, 20268-K Results of operations; Regulation FD disclosure60
  4. Mar 2, 20268-K Regulation FD disclosure61
  5. Jan 28, 20268-K Results of operations; Regulation FD disclosure62
  6. Jan 15, 20268-K Executive or director change63
  7. Dec 17, 20258-K Executive or director change; Other events64
  8. Dec 3, 20258-K Regulation FD disclosure65
  9. Oct 24, 20258-K Other events66
  10. Oct 22, 20258-K Results of operations; Regulation FD disclosure67
  11. Sep 18, 20258-K Regulation FD disclosure68
  12. Aug 19, 20258-K Entered a material agreement; New debt or obligation69
  13. Jun 30, 2023New chief executive Ryan Hicke becomes CEO19
  14. Feb 22, 2006New chief executive Alfred P. West Jr. becomes CEO20
  15. 1968Founded Founded1

Calendar

Coming up

  1. Oct 21, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported $1.30 a share, on Oct 22, 2025.70

When it reported results

  1. Jul 22, 2026Reported quarterly or annual results58
  2. Apr 22, 2026Reported quarterly or annual results60
  3. Jan 28, 2026Reported quarterly or annual results62
  4. Oct 22, 2025Reported quarterly or annual results67
  5. Jul 23, 2025Reported quarterly or annual results71
  6. Apr 23, 2025Reported quarterly or annual results72
  7. Jan 29, 2025Reported quarterly or annual results73
  8. Oct 23, 2024Reported quarterly or annual results74

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

452 filings to the SEC since October 2021: 7 annual reports, 16 quarterly reports, 68 major events, 221 insider forms, 23 large holders, 117 other. The latest 20:

  1. Oct 1, 20264 EDGAR
  2. Sep 29, 2026144 EDGAR
  3. Sep 24, 20264 EDGAR
  4. Sep 22, 2026144 EDGAR
  5. Sep 8, 20264 EDGAR
  6. Sep 3, 2026144 EDGAR
  7. Sep 3, 20264 EDGAR
  8. Sep 1, 2026144 EDGAR
  9. Sep 1, 20264 EDGAR
  10. Aug 28, 2026144 EDGAR
  11. Aug 27, 2026N-PX EDGAR
  12. Aug 14, 202613F-HR EDGAR
  13. Aug 14, 2026SCHEDULE 13G/A EDGAR
  14. Aug 6, 20264 EDGAR
  15. Aug 5, 2026144 EDGAR
  16. Aug 4, 2026144 EDGAR
  17. Aug 4, 20264 EDGAR
  18. Aug 3, 2026144 EDGAR
  19. Jul 30, 20264 EDGAR
  20. Jul 30, 20264 EDGAR

The 452 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

134 open-market trades by officers, directors and large owners since October 2021: 0 buys and 134 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 22, 2026LANE MICHAELExecutive Vice PresidentSale2,400$102.78$246.7KForm 4
Sep 3, 2026Hicke RyanChief Executive OfficerSale37,500$110.71$4.2MForm 4
Sep 1, 2026ROMEO CARMENDirectorSale5,000$109.70$548.5KForm 4
Aug 28, 2026Peterson MichaelExecutive Vice PresidentSale37,500$111.51$4.2MForm 4
Aug 5, 2026McCabe PhilipSee RemarksSale5,043$105.50$532.0KForm 4
Aug 4, 2026McCabe PhilipSee RemarksSale24,957$105.04$2.6MForm 4
Aug 3, 2026MCCARTHY KATHRYNDirectorSale10,000$103.54$1.0MForm 4
Jul 28, 2026Warner Mark AndrewSee Remarks*Sale15,000$102.35$1.5MForm 4
Jul 28, 2026Peterson MichaelExecutive Vice PresidentSale25,000$102.05$2.6MForm 4
Jul 28, 2026GUARINO CARLDirectorSale10,000$103.20$1.0MForm 4
Jul 24, 2026Sharma SanjaySee Remarks*Sale20,000$99.33$2.0MForm 4
Jun 29, 2026WEST ALFRED P JRSale7,332$87.39$640.7KForm 4
Jun 26, 2026WEST ALFRED P JRSale50,000$87.25$4.4MForm 4
Jun 9, 2026DORAN WILLIAMDirectorSale5,000$90.50$452.5KForm 4
May 4, 2026MCCARTHY KATHRYNDirectorSale10,000$91.07$910.7KForm 4
Apr 28, 2026Warner Mark AndrewSee Remarks*Sale4,000$91.16$364.6KForm 4
Apr 23, 2026McCabe PhilipSee RemarksSale15,000$91.82$1.4MForm 4
Apr 23, 2026Sharma SanjaySee Remarks*Sale25,000$90.12$2.3MForm 4
Apr 23, 2026Peterson MichaelExecutive Vice PresidentSale10,000$90.00$900.0KForm 4
Mar 11, 2026WEST ALFRED P JRSale7,447$79.26$590.3KForm 4

All 134 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Stakes it holds

SEI Investments Company has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Ryan P. Hicke$850.0K$11.8M81
2025Sean J. Denham$750.0K$4.9M81
2025Sanjay K. Sharma$650.0K$4.2M81
2025Michael F. Lane$700.0K$4.1M81
2025Philip N. McCabe$650.0K$3.5M81
2024Chief Executive Officer$850.0K$8.8M81
2024Chief Financial and$591.3K$7.4M81
2024Executive VicePresident —$201.9K$4.6M81
2023Chief Executive Officer$750.0K$5.9M81
2023Head of Investment Managers$650.0K$2.2M81

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.9,927,545$870.7M0.0%−182,792
Loomis Sayles & Co L P8,482,052$744.0M0.9%−146,827
Vanguard Portfolio Management LLC6,140,822$538.6M0.0%+15,179
Vanguard Capital Management LLC4,686,241$411.0M0.0%−55,475
State Street Corp4,251,584$372.9M0.0%+66,406
Morgan Stanley4,119,203$361.3M0.0%−673,076
Boston Partners3,093,791$271.4M0.2%+1,323,752
Geode Capital Management, LLC2,953,161$259.1M0.0%+122,829
Bank Of America Corp /de/2,908,071$255.1M0.0%−12,435
Fmr LLC2,510,218$220.2M0.0%+417,719
Dimensional Fund Advisors LP1,962,762$172.1M0.0%+89,564
First Trust Advisors LP1,501,972$131.7M0.1%−320,697
Invesco Ltd.1,110,829$97.4M0.0%−34,575
Royce & Associates LP1,050,287$92.1M0.7%+53,831
Caisse de depot et placement du Quebec1,002,445$87.9M0.1%−195,644
Boston Trust Walden Corp991,300$86.9M0.7%−48,431
Northern Trust Corp914,907$80.2M0.0%+9,300
Bank of New York Mellon Corp894,194$78.4M0.0%−42,108
Norges Bank887,116$77.8M0.0%New
Barclays PLC825,215$72.4M0.0%+444,238
American Capital Management Inc745,323$65.4M2.9%−23,292
Charles Schwab Investment Management Inc695,446$61.0M0.0%−1,027
Arrowstreet Capital, Limited Partnership660,498$57.9M0.0%+92,531
Clark Capital Management Group, Inc.638,934$56.0M0.3%−198,911
Vanguard Fiduciary Trust Co592,612$52.0M0.0%+2,552

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Oct 5, 2022Tommy TubervilleRepublican, SenateSale$1,001 - $15,000−1.7%Report
Mar 29, 2021Tommy TubervilleRepublican, SenateBuy$1,001 - $15,000−24.2%Report
Feb 20, 2020Mikie Sherrill, HouseSale$1,001 - $15,000+77.0%Report
Jan 15, 2020Mikie Sherrill, HouseBuy$1,001 - $15,000−73.9%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How SEI Investments Company is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARSEI INVESTMENTS CO2
  • CIK0000350894
  • Employer ID (EIN)23-170734118
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company18
  • Incorporated inPennsylvania18
  • Fiscal year endsDecember 312
  • Industry code (SIC)6211 Security Brokers, Dealers & Flotation Companies2
  • SEC reviewing officeOffice of Crypto Assets, Division of Corporation Finance2
  • Business address1 Freedom Valley Drive, Oaks, PA 19456-11002
  • Phone61067610002
  • Shares outstanding120,019,182 as of Jul 10, 202617
  • Public float$9.5B as of Jun 30, 202518
  • AuditorKPMG LLP, Philadelphia, PA PCAOB ID 185; it also attests to the company’s internal control over financial reporting18
  • On EDGAR sinceFeb 14, 19952
  • Filings1,979 in all: 4 (1,211), 8-K (193), 10-Q (95), 144 (77), 4/A (55), SC 13G/A (52), 13F-HR (47), DEF 14A (32)2
    All 36 form types

    10-K (30), 11-K (30), 3 (24), 5 (23), UPLOAD (19), CORRESP (15), SCHEDULE 13G/A (11), SC 13G (9), 13F-HR/A (7), S-8 (7), 3/A (6), ARS (5), DEFA14A (4), SC 13D/A (4), 8-A12B (3), 8-K/A (3), N-PX (3), 10-K/A (2), 10-Q/A (2), SCHEDULE 13G (2), 10-K405 (1), 5/A (1), 8-A12G (1), DEFS14A (1), NT 11-K (1), PRES14A (1), RW (1), SC 13D (1)

  • Latest filingsAnnual report (10-K) Feb 23, 2026
    Quarterly report (10-Q) Jul 27, 2026
    Proxy statement (DEF 14A) Apr 15, 2026
    Latest 8-K (8-K) Jul 22, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, par value $.01 per shareSEICThe NASDAQ Stock Market LLC

From the cover page of the 10-K filed Feb 23, 2026 (Section 12(b) of the Exchange Act).18

Risk factors and legal proceedings

The risks SEI Investments Company names in Item 1A of its 10-K filed Feb 23, 2026: 22 risks under these headings, as written.18

  • Strategic & Business Model Risks
  • Client and Relationship Risks.
  • Fee Compression and Competitive Pricing Pressure.
  • Product Development and Innovation Risks.
  • Market Consolidation and Competitive Disruption.
  • Key Personnel and Human Capital Risks.
  • Outsourcing and Offshoring Strategy Risks.
  • M&A Execution and Integration Risks.
  • Operational Risks
  • Third-Party Service Provider Dependencies.
  • Technology, Innovation & Cyber Risks
  • Artificial Intelligence, Machine Learning, and Automation.
The other 13 risks
  • Technology Disruption and Software Development Delays.
  • Financial & Market Risks
  • Earnings and Volatility (including LSV impact).
  • Interest Rate, Currency, and Tax Changes.
  • Holding Company Structure Implications.
  • Liquidity Risk (Including Alternative Investments).
  • Investment & Product Risks
  • Investment Performance and Fee Pressure.
  • Insourcing Investment Functions and Operational Complexity.
  • Proprietary Capital Deployment and Conflicts of Interest.
  • Regulatory & Legal Risks
  • Regulatory Changes and Compliance Obligations.
  • Financial Crime, Sanctions, and Anti-Corruption.
  • Litigation, Examinations, and Investigations.
  • External & Environmental Risks
  • Unforeseen or Catastrophic Events.
  • Climate Change and ESG Considerations.

Legal proceedings

We and certain of our subsidiaries are a party to or have property subject to litigation and other proceedings, examinations and investigations that arise in the ordinary course of our business that we do not believe are material. These types of matters could result in fines, penalties, cost reimbursements or contributions, compensatory or treble damages or non-monetary sanctions or relief. We believe the probability is remote that the outcome of any of these matters will have a material adverse effect on SEI as a whole, notwithstanding that the unfavorable resolution of any matter may have a material effect on our net earnings in any particular interim reporting period. We cannot predict the outcome of legal or other proceedings with certainty. These matters include the proceedings summarized in “Note 10. Commitments and Contingencies” included in our Notes to Consolidated Financial Statements.

The opening of Item 3, Legal Proceedings.18

Sources

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