Welcome to our dedicated page for Sei Invts Co SEC filings (Ticker: SEIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SEI Investments Company filings document operating results, investor communications, governance matters and capital actions for a Nasdaq-listed financial technology, operations and asset management company. Recent Form 8-K reports furnish quarterly earnings releases, earnings presentations and Regulation FD investor materials tied to SEI's operating performance and business positioning.
The company's definitive proxy materials cover board structure, executive compensation, equity awards and shareholder governance disclosures. Other material-event filings document executive employment arrangements, board leadership changes and stock repurchase authorizations. SEIC filings also identify its common stock, par value $0.01 per share, as registered on The Nasdaq Stock Market.
SEI Investments Co: Loomis, Sayles & Co., L.P. files an amended Schedule 13G reporting beneficial ownership of 8,683,519.78 shares of SEI Investments Co common stock, representing 7.1% of the class. The filing shows sole voting power over 7,130,873 shares and states these holdings are held on behalf of clients. The amendment was signed on 05/14/2026.
SEI Investments Company filed a Form 13F Combination Report reporting holdings with an aggregate Form 13F Information Table value of $108,447,233,183. The report lists 6,108 information table entries and identifies 3 other included managers. The filing was signed by Michael N. Peterson on 05-13-2026.
SEI Investments director Kathryn McCarthy reported an exercise-and-sell transaction involving company common stock. On May 4, 2026, she sold 10,000 shares of SEI Investments common stock in an open-market sale at a weighted-average price of $91.07 per share, with individual prices ranging from $91.00 to $91.23.
On the same date, she exercised stock options to acquire a total of 10,000 shares of common stock at an exercise price of $49.63 per share, received as compensation for service on the company’s Board of Directors. After these transactions, she directly owned 77,883 shares of SEI Investments common stock, with no remaining derivative position from the exercised options.
SEI Investments officer Mark Andrew Warner reported an exercise-and-sale transaction in company stock. On April 28, 2026, he exercised options to acquire 4,000 shares of common stock at $48.47 per share, then sold 4,000 shares in an open-market trade at $91.16 per share. After these transactions, he directly held 921 shares of SEI Investments common stock. The options involved were originally received as employment compensation, indicating this activity stems from equity-based pay rather than a new grant.
SEI Investments Co reports beneficial ownership of 6,138,027 shares. Vanguard Portfolio Management filed a Schedule 13G reporting 6,138,027 shares of SEI common stock, representing 5.02% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management LLC and affiliated divisions exercise dispositive power over these shares and that 12,384 shares are subject to sole voting power. The filing is signed by Ashley Grim on 04/29/2026.
SEI Investments Co. reported the planned sale of 4,000 shares of Common Stock under a broker-facilitated, cashless employee stock option exercise.
The filing lists the proposed sale date as 04/28/2026 and notes a prior sale of 4,000 shares on 02/25/2026 for $326,964.00.
SEI Investments Company reported higher quarterly results, with total revenues of $622.2 million for the three months ended March 31, 2026, up from $551.3 million a year earlier. Asset management, administration and distribution fees were $498.0 million, and information processing and software servicing fees were $124.2 million.
Income from operations rose to $189.5 million, leading to net income of $176.8 million, compared with $151.5 million in the prior-year quarter. Diluted earnings per share increased to $1.40 from $1.17, while basic earnings per share were $1.43, up from $1.20.
Operating cash flow strengthened to $221.6 million. SEI continued returning capital to shareholders, spending $208.3 million to repurchase 2.554 million shares and paying dividends of $63.7 million. The company also advanced its Stratos Wealth Holdings strategy, acquiring additional equity method investee interests for total preliminary consideration of $130.5 million, which increased goodwill and identifiable intangibles on the balance sheet.
SEI Investments officer Philip McCabe reported selling 15,000 shares of common stock in an open-market transaction. The shares were sold at a weighted average price of $91.82 per share, with individual sale prices ranging from $91.50 to $92.15.
After the sale, McCabe directly holds 54,884.45 shares of SEI Investments common stock. He also indirectly holds 2,738.9939 shares through the company's Employee Stock Purchase Plan, reflecting the acquisition of 297.3305 shares since his most recent prior Form 4 filing.
SEI Investments Company officer Sanjay Sharma reported option exercises and share sales in the company’s common stock. On April 23, 2026, he exercised options to acquire a total of 25,000 shares at an exercise price of $49.63 per share.
On the same date, he sold 25,000 shares in open-market transactions, including 1,559 shares at $90.73 per share and 23,441 shares at $90.08 per share, with footnotes noting weighted-average prices over specified ranges. Following these transactions, he held 39,828.992 shares directly.
The filing also shows 2,653.7771 shares held indirectly through an Employee Stock Purchase Plan, reflecting an acquisition of 284.5759 shares since his most recent prior Form 4.