13F Pro Quality Score

77.9/100

Rank #73 of 2,879 stocksTOP 5%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

62.8/100

Profitability

92.3/100

Balance Sheet

98.4/100

Earnings Quality

71.1/100

Free Cash Flow

85.4/100

Institutional Flow

82.5/100

Revenue Scale

64.9/100

Dilution Risk

38.6/100

SEIC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SEI INVESTMENTS CO (SEIC), a Financials sector company. 13F Pro's AI-powered ranking engine scores SEIC at 77.9/100 on a 32-signal composite quality model, placing it at rank #73 of 2,879 stocks — the top 5% of the AI-ranked universe. SEIC scores in the top quartile across balance sheet strength (98.4), profitability (92.3), free cash flow (85.4). Shareholder dilution risk is elevated at 38.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SEI INVESTMENTS CO reports quarterly revenue of $622.2M, net income of $174.5M, an operating margin of 30.5%. Top institutional holders of SEIC by reported 13-F value include BlackRock,, LOOMIS SAYLES & CO L P, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SEIC trades on the Nasdaq exchange and files with the SEC under CIK 350894. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEIC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SEI INVESTMENTS CO directly from SEC EDGAR. SEI INVESTMENTS CO's 13F Pro composite quality score has ranged between 62 and 78 since 2021, currently 77.9 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

Fun facts about SEI INVESTMENTS CO

Quirks, history, and lore behind SEIC — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. financial services company · mid-cap · listed on Nasdaq · headquartered in Pennsylvania.
  • 2
    The Numbers
    Manages or administers roughly $1 trillion in assets across its platforms, with annual revenue in the neighborhood of $2 billion — not flashy, just quietly enormous.
  • 3
    The History
    Founded in 1968, it built its business serving institutional investors — think pension funds and endowments — long before that was trendy.
  • 4
    The Secret
    It doesn't just manage money — it sells the entire back-office infrastructure that other financial firms run on, a kind of financial services outsourcing play hiding in plain sight.
  • 5
    The Lore
    It operates its own proprietary investment processing platform and has quietly expanded into wealth management technology for banks and advisors who'd rather not build their own plumbing.
  • 6
    The Giveaway
    Headquartered on a campus in Oaks, Pennsylvania, this firm's ticker is four letters starting with SEI — and its full name includes the words Investments Co.
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Revenue

Q1 2026

$622.2M

Net Income

Q1 2026

$174.5M

Free Cash Flow

Q1 2026

$215.2M

Operating Margin

Q1 2026

30.5%

D/E Ratio

Q1 2026

0.01

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Available Research

13F Pro tracks comprehensive data for SEI INVESTMENTS CO including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SEIC

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Is SEIC a good stock to buy?

13F Pro's AI-powered analysis of SEI INVESTMENTS CO (SEIC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SEIC are available on the SEIC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SEIC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SEIC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SEI INVESTMENTS CO's investment landscape.