SEI INVESTMENTS CO
Total Trades
103
Buys
0
Sells
62
Largest Trade
N/A
Insiders
16
Institutional Funds
486
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Sharma Sanjay | See Remarks* | SELL | $1M+ | 15K | $67.20 | Feb 14, 2024 |
| Sharma Sanjay | See Remarks* | EXERCISE | $500K+ | 15K | $40.64 | Feb 14, 2024 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | EXERCISE | $500K+ | 17K | $51.87 | Feb 9, 2024 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | SELL | $1M+ | 17K | $66.16 | Feb 9, 2024 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | EXERCISE | $500K+ | 18K | $40.64 | Feb 7, 2024 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | SELL | $1M+ | 18K | $65.89 | Feb 7, 2024 |
| WEST ALFRED P JR | Executive Chairman | EXERCISE | $1M+ | 45K | $33.76 | Dec 5, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 34K | $59.81 | Dec 5, 2023 |
| ROMEO CARMEN | Director | SELL | $100K–$500K | 5K | $59.00 | Dec 4, 2023 |
| ROMEO CARMEN | Director | EXERCISE | $100K–$500K | 5K | $33.76 | Dec 4, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 19K | $57.91 | Nov 22, 2023 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | SELL | $500K+ | 9K | $58.00 | Nov 21, 2023 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | EXERCISE | $100K–$500K | 9K | $33.76 | Nov 21, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 189K | $57.99 | Nov 21, 2023 |
| Peterson Michael | EVP and General Co… | SELL | $1M+ | 25K | $61.29 | Sep 21, 2023 |
| Peterson Michael | EVP and General Co… | EXERCISE | $1M+ | 25K | $54.34 | Sep 21, 2023 |
| WITHROW WAYNE | Executive Vice Pre… | SELL | $500K+ | 11K | $62.01 | Sep 21, 2023 |
| WITHROW WAYNE | Executive Vice Pre… | EXERCISE | $100K–$500K | 11K | $33.76 | Sep 21, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 132K | $60.45 | Sep 13, 2023 |
| MCCARTHY KATHRYN | Director | EXERCISE | $100K–$500K | 10K | $40.64 | Sep 11, 2023 |
| MCCARTHY KATHRYN | Director | SELL | $500K+ | 10K | $60.58 | Sep 11, 2023 |
| MCGONIGLE DENNIS | EVP, CFO | SELL | $1M+ | 30K | $62.22 | Sep 1, 2023 |
| MCGONIGLE DENNIS | EVP, CFO | EXERCISE | $1M+ | 30K | $33.76 | Sep 1, 2023 |
| Peterson Michael | EVP and General Co… | SELL | $500K+ | 10K | $63.20 | Jul 31, 2023 |
| Peterson Michael | EVP and General Co… | EXERCISE | $100K–$500K | 10K | $48.47 | Jul 31, 2023 |
| WITHROW WAYNE | Executive Vice Pre… | EXERCISE | $100K–$500K | 10K | $33.76 | Jul 31, 2023 |
| WITHROW WAYNE | Executive Vice Pre… | SELL | $500K+ | 10K | $62.74 | Jul 31, 2023 |
| Hicke Ryan | CEO | EXERCISE | $500K+ | 20K | $33.76 | Jun 30, 2023 |
| Hicke Ryan | CEO | SELL | $1K–$15K | 23 | $58.68 | Jun 30, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 60K | $56.96 | Jun 26, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 147K | $58.50 | Jun 22, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $500K+ | 16K | $56.06 | Mar 29, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 202K | $55.51 | Mar 28, 2023 |
| BLUMENSTEIN SARAH | Director | GRANT | N/A | 766 | — | Feb 22, 2023 |
| BLUMENSTEIN SARAH | Director | SELL | $1M+ | 35K | $60.94 | Feb 22, 2023 |
| BLUMENSTEIN SARAH | Director | EXERCISE | $1M+ | 35K | $50.23 | Feb 22, 2023 |
| Sharma Sanjay | EVP (*Remarks) | SELL | $500K+ | 9K | $64.14 | Feb 10, 2023 |
| Sharma Sanjay | EVP (*Remarks) | EXERCISE | $100K–$500K | 9K | $33.76 | Feb 10, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 30K | $62.99 | Feb 9, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 128K | $63.47 | Feb 8, 2023 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 107K | $58.04 | Dec 20, 2022 |
| WEST ALFRED P JR | Executive Chairman | SELL | $1M+ | 63K | $60.06 | Dec 16, 2022 |
| Barr Kevin | Executive Vice Pre… | SELL | $500K+ | 10K | $62.00 | Dec 12, 2022 |
| Barr Kevin | Executive Vice Pre… | EXERCISE | $1M+ | 70K | $23.26 | Dec 12, 2022 |
| HEILIG KATHY | Treasurer | SELL | $500K+ | 13K | $61.00 | Nov 22, 2022 |
| HEILIG KATHY | Treasurer | EXERCISE | $500K+ | 13K | $40.64 | Nov 22, 2022 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | EXERCISE | $100K–$500K | 15K | $15.77 | Nov 1, 2022 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | SELL | $500K+ | 15K | $54.51 | Nov 1, 2022 |
| WEST ALFRED P JR | 10% Owner | SELL | $1M+ | 158K | $54.41 | Sep 21, 2022 |
| WITHROW WAYNE | EXECUTIVE VICE PRE… | SELL | $500K+ | 15K | $55.78 | Aug 10, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 486 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| LOOMIS SAYLES & CO L P | 7.7M | $1M+ | SH |
| STATE STREET CORP | 4.3M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 1.9M | $1M+ | SH |
| Beutel, Goodman & Co Ltd. | 1.9M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | $1M+ | SH |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.4M | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 906K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 664K | $1M+ | SH |
| NORGES BANK | 653K | $1M+ | SH |
| Boston Trust Walden Corp | 637K | $1M+ | SH |
| VANGUARD GROUP INC | 579K | $1M+ | SH |
| AMERICAN CAPITAL MANAGEMENT INC | 575K | $1M+ | SH |
| PFA Pension, Forsikringsaktieselskab | 519K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 503K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 464K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 428K | $1M+ | SH |
| ProShare Advisors LLC | 405K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 397K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 383K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 12, 2026
7.2%
8.8M shares
SC 13G/A · Nov 13, 2025
7.3%
9.0M shares
SC 13G/A · Aug 13, 2025
7.1%
8.9M shares
SC 13G/A · Jul 16, 2025
6.8%
8.5M shares
SC 13G/A · May 15, 2025
6.9%
8.7M shares
SC 13G/A · Feb 12, 2025
6.9%
8.9M shares
SC 13G/A · Nov 14, 2024
7.0%
9.2M shares
SC 13G/A · Nov 13, 2024
7.0%
9.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.0%
11.9M shares
Loomis Sayles & Co., L.P. #04-3200030
SC 13G/A · Feb 13, 2024
7.2%
9.5M shares
SC 13G/A · Jan 25, 2024
8.5%
11.2M shares
Loomis Sayles & Co., L.P. #04-3200030
SC 13G/A · Feb 13, 2023
7.8%
10.5M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 10, 2023
4.7%
6.3M shares
SC 13G/A · Feb 3, 2023
8.5%
11.5M shares
Loomis Sayles & Co., L.P. #04-3200030
SC 13G/A · Feb 14, 2022
9.4%
13.2M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Feb 11, 2022
5.1%
7.1M shares