SEI INVESTMENTS CO

PublicCIK: 350894
SEICNASDAQ
Location

OAKS, PA

📋 What this filing means

SEI INVESTMENTS CO filed this quarterly 13F‑HR report disclosing 3272 equity positions with a total reported market value of $113.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3272
Positions
$113.35B
Total AUM (reported)
1.48B
Total Shares

Allocation by class

TOTAL AUM$113.35B3272 positions
COM$60.87B53.7%
CL A$5.05B4.5%
COM NEW$3.78B3.3%
SHS$2.14B1.9%
COM CL A$2.13B1.9%
CAP STK CL C$2.02B1.8%
VAN FTSE DEV MKT$1.77B1.6%

Portfolio Concentration

Top 37.7%4–1010.8%11–2511.9%Rest69.6%TOP 1018.5%0%100%
Top 3$8.72B7.7%
4–10$12.23B10.8%
11–25$13.46B11.9%
Rest$78.93B69.6%

Top 3 weight

7.7%

Top 10 weight

18.5%

Voting Authority Distribution

Total shares with voting rights: 1.48B

Sole

Full voting authority

1.48B

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole2831
Shared0
Other441
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3272
Rows:

NVIDIA CORPORATION

DFND
COM
Shares22.57M
TypeSH
Market value$4.07B
3.59%
Sole
22.57M
Shared
0.00
None
0.00

APPLE INC

DFND
COM
Shares8.45M
TypeSH
Market value$2.44B
2.16%
Sole
8.45M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares5.91M
TypeSH
Market value$2.21B
1.95%
Sole
5.91M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares9.45M
TypeSH
Market value$2.10B
1.85%
Sole
9.45M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares5.71M
TypeSH
Market value$2.02B
1.78%
Sole
5.71M
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares24.86M
TypeSH
Market value$1.77B
1.56%
Sole
24.86M
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares4.46M
TypeSH
Market value$1.69B
1.49%
Sole
4.46M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares47.66M
TypeSH
Market value$1.61B
1.42%
Sole
47.66M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares45.02M
TypeSH
Market value$1.57B
1.38%
Sole
45.02M
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares20.08M
TypeSH
Market value$1.47B
1.30%
Sole
20.08M
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares3.97M
TypeSH
Market value$1.42B
1.25%
Sole
3.97M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI INTL
Shares12.99M
TypeSH
Market value$1.16B
1.02%
Sole
12.99M
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares1.81M
TypeSH
Market value$1.02B
0.90%
Sole
1.81M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares2.12M
TypeSH
Market value$1.01B
0.90%
Sole
2.12M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares859K
TypeSH
Market value$991.53M
0.87%
Sole
859K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares32.30M
TypeSH
Market value$950.56M
0.84%
Sole
32.30M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares3.91M
TypeSH
Market value$852.66M
0.75%
Sole
3.91M
Shared
0.00
None
0.00

ELI LILLY & CO

DFND
COM
Shares689.85K
TypeSH
Market value$827.44M
0.73%
Sole
689.85K
Shared
0.00
None
0.00

VANGUARD MUN BD FDS

SOLE
TAX EXEMPT BD
Shares15.84M
TypeSH
Market value$801.34M
0.71%
Sole
15.84M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares8.98M
TypeSH
Market value$773.31M
0.68%
Sole
8.98M
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares9.23M
TypeSH
Market value$764.62M
0.67%
Sole
9.23M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

DFND
COM
Shares1.28M
TypeSH
Market value$743.88M
0.66%
Sole
1.28M
Shared
0.00
None
0.00

NUSHARES ETF TR

SOLE
NUVEE AGGRE ETF
Shares28.87M
TypeSH
Market value$723.72M
0.64%
Sole
28.87M
Shared
0.00
None
0.00

SEI EXCHANGE TRADED FUNDS

SOLE
QIM US LARGE CAP
Shares12.84M
TypeSH
Market value$720.99M
0.64%
Sole
12.84M
Shared
0.00
None
0.00

SEI EXCHANGE TRADED FUNDS

SOLE
QIM US LARGE VAL
Shares14.60M
TypeSH
Market value$700.86M
0.62%
Sole
14.60M
Shared
0.00
None
0.00
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