SEI Investments Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:SI3 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Mar 24	Sell€1,293,201	Alfred West	Individual	19,363	€66.79
26 Mar 24	Sell€9,802,766	Alfred West	Individual	150,000	€65.35
22 Nov 23	Sell€988,987	Alfred West	Individual	18,559	€53.29
21 Nov 23	Sell€10,007,743	Alfred West	Individual	188,583	€53.30
13 Sep 23	Sell€7,451,765	Alfred West	Individual	132,440	€56.79
28 Jun 23	Sell€1,249	Ryan Hicke	Individual	23.23	€53.76
23 Jun 23	Sell€3,154,565	Alfred West	Individual	60,270	€52.34
22 Jun 23	Sell€7,826,453	Alfred West	Individual	146,638	€53.82

Insider Trading Volume

Insider Buying: SI3 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SI3?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	19,256	0.0147%
State or Government	74,974	0.0571%
General Public	14,514,913	11.1%
Individual Insiders	21,967,057	16.7%
Institutions	94,776,105	72.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 67.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13%	Alfred West	17,117,503	€1.1b	-0.97%	no data
9.05%	The Vanguard Group, Inc.	11,888,519	€738.7m	-0.79%	0.01%
8.5%	BlackRock, Inc.	11,162,736	€693.6m	-1.74%	0.01%
7.23%	Loomis Sayles & Company, L.P.	9,491,247	€589.7m	-1.27%	0.9%
4.53%	State Street Global Advisors, Inc.	5,951,891	€369.8m	2.68%	0.02%
4.37%	Eaton Vance Management	5,739,194	€356.6m	0%	0.11%
3.06%	Beutel Goodman & Company Ltd.	4,019,979	€249.8m	-0.41%	1.23%
2.21%	Carmen Romeo	2,899,195	€180.1m	-0.03%	no data
2.19%	Managed Account Advisors LLC	2,879,906	€178.9m	-1.71%	0.04%
1.49%	Geode Capital Management, LLC	1,963,682	€122.0m	1.19%	0.01%
1.24%	Citadel Advisors LLC	1,630,583	€101.3m	25.7%	0.11%
1.17%	GWL Investment Management Ltd.	1,534,305	€95.3m	-2.83%	0.2%
1.11%	Royce & Associates, LP	1,462,569	€90.9m	2.4%	0.83%
0.99%	Boston Trust Walden Company	1,300,080	€80.8m	-1.13%	0.64%
0.89%	BNY Mellon Asset Management	1,171,754	€72.8m	-0.22%	0.01%
0.89%	Dimensional Fund Advisors LP	1,164,902	€72.4m	-1.09%	0.01%
0.8%	Northern Trust Global Investments	1,045,181	€64.9m	-8.62%	0.01%
0.78%	Legal & General Investment Management Limited	1,024,549	€63.7m	7.58%	0.01%
0.71%	Tandem Investment Advisors Inc	935,477	€58.1m	-23.2%	2.5%
0.59%	Invesco Capital Management LLC	768,712	€47.8m	42.6%	0.03%
0.56%	William Doran	730,011	€45.4m	-30.9%	no data
0.53%	Brown Advisory Incorporated	698,726	€43.4m	0.92%	0.06%
0.53%	Natixis Advisors, LLC	698,430	€43.4m	-3.88%	0.11%
0.53%	UBS Asset Management AG	689,906	€42.9m	-20.7%	0.01%
0.5%	Charles Schwab Investment Management, Inc.	655,418	€40.7m	0%	0.01%