SEI Investments Company

NasdaqGS:SEIC Stock Report

Market Cap: US$10.7b

SEI Investments Ownership

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

Recent Insider Transactions

NasdaqGS:SEIC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Dec 24SellUS$12,507,480Alfred WestIndividual146,200US$87.25
26 Nov 24SellUS$409,000William DoranIndividual5,000US$81.80
11 Nov 24SellUS$11,006,870Alfred WestIndividual137,099US$80.81
29 Aug 24SellUS$382,725Alfred WestIndividual5,670US$67.50
28 Aug 24SellUS$6,793,590Alfred WestIndividual101,129US$67.36
26 Aug 24SellUS$4,833,445Alfred WestIndividual71,582US$67.55
24 Jun 24SellUS$335,200William DoranIndividual5,000US$67.04
14 May 24SellUS$3,300,577Alfred WestIndividual48,475US$68.09
10 May 24SellUS$9,605,400Alfred WestIndividual140,000US$68.62
28 Mar 24SellUS$1,396,847Alfred WestIndividual19,363US$72.14
26 Mar 24SellUS$10,612,500Alfred WestIndividual150,000US$70.75

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SEIC?
Owner TypeNumber of SharesOwnership Percentage
State or Government85,2970.0662%
General Public13,157,98110.2%
Individual Insiders21,306,24216.5%
Institutions94,359,12873.2%

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

Top Shareholders

Top 25 shareholders own 67.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.8%
Alfred West
16,474,854US$1.4b-1.63%no data
8.99%
The Vanguard Group, Inc.
11,590,784US$959.1m-2.09%0.01%
8.85%
BlackRock, Inc.
11,410,088US$944.2m-0.73%0.01%
7.1%
Loomis Sayles & Company, L.P.
9,153,983US$757.5m-3.05%0.89%
4.43%
State Street Global Advisors, Inc.
5,708,002US$472.3m-6.6%0.02%
4.34%
Eaton Vance Management
5,592,620US$462.8m-1.18%0.1%
3.11%
Beutel Goodman & Company Ltd.
4,014,909US$332.2m-1.03%1.51%
2.25%
Carmen Romeo
2,901,370US$240.1m0.08%no data
2.19%
Managed Account Advisors LLC
2,822,258US$233.5m-0.89%0.05%
1.96%
Geode Capital Management, LLC
2,520,430US$208.6m13.6%0.01%
1.27%
Dimensional Fund Advisors LP
1,635,791US$135.4m18.5%0.02%
1.14%
Royce & Associates, LP
1,465,406US$121.3m0.12%1.01%
1.06%
Invesco Ltd.
1,367,221US$113.1m-0.24%0.03%
1%
Boston Trust Walden Company
1,286,309US$106.4m-0.77%0.73%
0.94%
Citadel Advisors LLC
1,216,039US$100.6m33.2%0.11%
0.92%
Invesco Capital Management LLC
1,189,819US$98.5m16.1%0.04%
0.86%
BNY Asset Management
1,107,631US$91.7m-5.26%0.02%
0.74%
First Trust Advisors LP
951,178US$78.7m6.07%0.06%
0.69%
Northern Trust Global Investments
883,842US$73.1m-12.2%0.01%
0.63%
Brown Advisory Incorporated
805,755US$66.7m-4.19%0.08%
0.54%
Natixis Advisors, LLC
696,187US$57.6m-0.22%0.11%
0.54%
UBS Asset Management AG
690,022US$57.1m2.68%0.01%
0.52%
Charles Schwab Investment Management, Inc.
664,366US$55.0m-0.47%0.01%
0.51%
William Doran
663,561US$54.9m-41.8%no data
0.45%
FMR LLC
582,453US$48.2m8,680%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 13:21
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SEI Investments Company is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas McCrohanCLSA
Stephen SaundersGARP Research & Securities Co.
Ryan BaileyGoldman Sachs