Public ownership evidence

SEI Investments Co (SEIC) Ownership Disclosures

Read SEIC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

SEI Investments Co: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-01
Trade date
2026-09-30
Reporting owners
WEST ALFRED P JR
Code
S
Shares
5,483
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000929638-26-003767
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SEIC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SEIC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-012026-09-30WEST ALFRED P JRS5,483Not reported
2026-10-012026-09-29WEST ALFRED P JRS28,394Not reported
2026-09-242026-09-22LANE MICHAELS2,400Not reported
2026-09-082026-09-03Hicke RyanS37,500Not reported
2026-09-042026-09-01ROMEO CARMENS5,000Not reported
2026-09-022026-08-28Peterson MichaelS37,500Not reported
2026-08-072026-08-05McCabe PhilipS5,043Not reported
2026-08-072026-08-04McCabe PhilipS24,957Not reported
2026-08-052026-08-03MCCARTHY KATHRYNS10,000Not reported
2026-07-312026-07-28Warner Mark AndrewS7,400Not reported
2026-07-312026-07-28Warner Mark AndrewS5,300Not reported
2026-07-312026-07-28Warner Mark AndrewS2,300Not reported
2026-07-312026-07-28Peterson MichaelS25,000Not reported
2026-07-312026-07-28GUARINO CARLS10,000Not reported
2026-07-292026-07-24Sharma SanjayS20,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2914$1,228None
Cornerstone Financial Management LLC2026-03-312026-08-2923$1,805None
Cornerstone Financial Management LLC2025-12-312026-08-297$574None
Corient Private Wealth LP2026-06-302026-08-2899,855$8,758,284None
Corient Private Wealth LP2026-06-302026-08-282,679$234,975None
Redwood Investment Management, LLC2024-12-312026-08-2817,192$1,418,000None
Redwood Investment Management, LLC2025-03-312026-08-2816,925$1,314,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2716$1,403None
Principia Wealth Advisory, LLC2026-03-312026-08-2716$1,256None
Dakota Wealth Management2025-12-312026-08-273,858$316,434None
Dakota Wealth Management2026-03-312026-08-273,657$286,965None
Redwood Investment Management, LLC2025-06-302026-08-2715,181$1,364,000None
Redwood Investment Management, LLC2025-09-302026-08-2714,071$1,194,000None
Redwood Investment Management, LLC2025-12-312026-08-2713,315$1,092,000None
Advisors Asset Management, Inc.2019-12-312026-08-261,732$113,411None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-266,800$596,428None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25117,300$10,288,383None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2510,288,383$117,300,000None
Advisors Asset Management, Inc.2020-03-312026-08-221,362$63,115None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2040,231$3,528,687None
Advisors Asset Management, Inc.2019-03-312026-08-195,392$281,732None
Advisors Asset Management, Inc.2019-09-302026-08-191,872$110,925None
Advisors Asset Management, Inc.2019-06-302026-08-193,751$210,431None
Ensign Peak Advisors, Inc2026-03-312026-08-1923,605$1,852,284None
Ensign Peak Advisors, Inc2025-12-312026-08-1942,474$3,483,717None
Ensign Peak Advisors, Inc2025-09-302026-08-1952,473$4,452,334None
Caitlin John, LLC2026-06-302026-08-18110$9,652None
Caitlin John, LLC2026-06-302026-08-18526$46,135None
Corient Private Wealth LP2026-06-302026-08-1899,506$8,727,602None
Redwood Investment Management, LLC2026-06-302026-08-1813,366$1,172,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-182$175None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,451$478,107None
Fayez Sarofim & Co2026-06-302026-08-186,675$585,464None
KAHN BROTHERS GROUP INC2026-06-302026-08-186,596$578,535None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1847,868$4,198,502None
Investors Portfolio Services LLC2026-06-302026-08-1511$965None
TORONTO DOMINION BANK2026-06-302026-08-1515,592$1,366,000None
Carbahal Olsen Financial Services Group, LLC2026-06-302026-08-154,000$350,840None
SummitTX Capital, L.P.2026-06-302026-08-1555,704$4,885,798None
Graham Capital Management, L.P.2026-06-302026-08-1540,859$3,583,743None
Seneschal Advisors, LLC2026-06-302026-08-154$351None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15143$12,543None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,630$406,067None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,269$199,014None
Federation des caisses Desjardins du Quebec2026-06-302026-08-156,546$574,150None
JPL Wealth Management, LLC2026-06-302026-08-1531$2,720None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-153,214$281,900None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1522$1,930None
Basecamp Wealth Advisors LLC2026-06-302026-08-1544$3,859None
Kera Capital Partners, Inc.2026-06-302026-08-153,810$334,175None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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