What is the 13F Pro Quality Score for SEIC?

13F Pro ranks SEI INVESTMENTS CO (SEIC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SEIC's current score at https://13fpro.ai/company/SEIC (free sign-up required for the full ranking).

Which hedge funds own the most SEIC stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SEIC include BlackRock,, LOOMIS SAYLES & CO L P, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SEIC as soon as new 13F filings post.

Where does 13F Pro source SEIC data?

All SEI INVESTMENTS CO fundamentals and ownership data come directly from SEC EDGAR. SEI INVESTMENTS CO files with the SEC under CIK 350894. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SEIC in?

SEI INVESTMENTS CO (SEIC) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives SEIC's revenue?

Per SEI INVESTMENTS CO's latest 10-Q filed with the SEC on 2026-07-27, the biggest revenue drivers are: Investment Managers ($227.7M, +17% YoY); Investment Advisors ($177.9M, +30% YoY); Private Banks ($156.9M, +11% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SEIC.

How often is SEIC research updated on 13F Pro?

SEIC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SEI INVESTMENTS CO(SEIC)Stock Analysis

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13F Pro Quality Score

69.6/100

Rank #253 of 2,960 stocksTOP 10%

View Financials peers →

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

Revenue Growth

62.1/100

Profitability

80.4/100

Balance Sheet

96.7/100

Earnings Quality

52.8/100

Free Cash Flow

81.8/100

Institutional Flow

50.5/100

Revenue Scale

66.3/100

Dilution Risk

37.4/100

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Why SEIC Scores 70/100

exact factor attribution · 2026-09-12

SEIC's composite is driven by capital efficiency and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+6.2 pts

97th pct

Profitability

+6.1 pts

80th pct

Free cash flow

+4.8 pts

82th pct

Scale

+3.3 pts

66th pct

Revenue growth

+3.2 pts

62th pct

Earnings growth

+1.6 pts

75th pct

Earnings quality

+0.3 pts

53th pct

Institutional flow

+0.0 pts

51th pct

Shareholder dilution

-0.8 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SEIC Stock Analysis & AI Quality Score

Data updated 2026-09-12

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 69.6/100 on a 32-signal composite quality model, placing it at rank #253 of 2,960 stocks — the top 10% of the AI-ranked universe. SEIC scores in the top quartile across balance sheet strength (96.7), free cash flow (81.8), profitability (80.4). Shareholder dilution risk is elevated at 37.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SEI INVESTMENTS CO reports quarterly revenue of $641.6M, net income of $195.7M, an operating margin of 30.7%. Top institutional holders of SEIC by reported 13-F value include BlackRock, LOOMIS SAYLES & 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 69.6 — a stable long-term trajectory across 69 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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What's Driving SEIC's Business? Latest 10-Q Breakdown

✓ 40/40 datapoints verified

AI-extracted from SEI INVESTMENTS CO's 10-Q filed 2026-07-27 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 15% to $641.6M and income from operations jumped 33% to $197.0M, but net income fell 14% to $195.7M against last year's $94.4M divestiture gain.

Biggest Revenue Drivers

Investment Managers$227.7M+17% YoY

Increased administration fees from additional services to largest alternative fund clients and positive cash flows into alternative and traditional funds

Investment Advisors$177.9M+30% YoY

Separately managed account and Strategist program growth from new and existing clients, market appreciation, and revenues from the Stratos acquisition

Biggest Revenue Drivers

Total revenue: $641.6M+15% YoY

Investment Managers$227.7M+17% YoY

Increased administration fees from additional services to largest alternative fund clients and positive cash flows into alternative and traditional funds

Investment Advisors$177.9M+30% YoY

Separately managed account and Strategist program growth from new and existing clients, market appreciation, and revenues from the Stratos acquisition

Private Banks$156.9M+11% YoY

New SEI Wealth Platform client conversions and growth from existing SWP clients on market appreciation and increased transaction volumes

Institutional Investors$69.7M+1% YoY

Higher assets under management from market appreciation and new OCIO clients, partly offset by decreased fees from client losses

Investments in New Businesses$9.5M-43% YoY

Divestiture of the SEI Family Office Services business in June 2025, partly offset by SEI Private Wealth Management growth

Largest Expense Items

Compensation, benefits and other personnel$207.8M

Business growth, primarily in the Investment Managers segment, plus incremental personnel costs from the Stratos acquisition

Subadvisory, distribution and other asset management costs$60.0M

Higher direct costs tied to growth in asset management, administration and distribution fees

Consulting, outsourcing and professional fees$56.3M

Lower consulting and outsourced vendor costs supporting operations in the Investment Managers and Private Banks segments

Amortization$19.1M+83% YoY

Acquired intangible amortization from Stratos rose to $9.9M from $3.2M; SWP enhancements and SEI Scope placed into service

Margins: Total expenses rose only 8% against 15% revenue growth. Investment Managers margin improved to 40% from 38% and Private Banks to 20% from 16%, while Investment Advisors fell to 42% from 45% on Stratos intangible amortization.

Watch Items from the Filing

Institutional Investors revenue grew just 1% to $69.7M; client assets under advisement fell 38% to $3.8B on client losses.
Investments in New Businesses revenue fell 43% to $9.5M following the June 2025 divestiture of SEI Family Office Services.
Equity in earnings of unconsolidated affiliates, mainly the 38.4% LSV stake, contributed $38.7M against $197.0M of income from operations.
Redeemable non-controlling interests rose to $311.0M; Stratos holders' 42.5% of SEI-Eclipse carries put/call options at 36, 54 and 72 months.
SEI Investments (Europe) remains under an FCA voluntary requirement; the Skilled Person's Stage 2 report issued July 14, 2026 and the VREQ stays in effect.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$641.6M

Net Income

Q2 2026

$195.7M

Free Cash Flow

Q2 2026

$117.2M

Operating Margin

Q2 2026

30.7%

ROIC

Q2 2026

31.1%

D/E Ratio

Q2 2026

0.01

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.1% YoY

$2.30BFY 2025

FY22 $1.99BFY23 $1.92BFY24 $2.13BFY25 $2.30B

Net Income

+23.1% YoY

$715.3MFY 2025

FY22 $475.5MFY23 $462.3MFY24 $581.2MFY25 $715.3M

Operating Income

+13.7% YoY

$627.3MFY 2025

FY22 $475.8MFY23 $424.5MFY24 $551.7MFY25 $627.3M

EPS (Diluted)

+27.7% YoY

$5.63FY 2025

FY22 $3.46FY23 $3.46FY24 $4.41FY25 $5.63

Total Assets

—FY 2025

FY22 $2.38BFY23 $2.52BFY24 $2.68BFY25 —

Total Debt

$0.00FY 2025

FY22 —FY23 —FY24 —FY25 $0.00

Op. Cash Flow

-2.4% YoY

$607.7MFY 2025

FY22 $566.1MFY23 $447.0MFY24 $622.3MFY25 $607.7M

Free Cash Flow

-0.9% YoY

$585.0MFY 2025

FY22 $526.9MFY23 $422.2MFY24 $590.1MFY25 $585.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.30B +8.1%	$2.13B +10.7%	$1.92B -3.6%	$1.99B +3.8%	$1.92B +13.9%	$1.68B
Net Income	$715.3M +23.1%	$581.2M +25.7%	$462.3M -2.8%	$475.5M -13.0%	$546.6M +22.2%	$447.3M
Operating Income	$627.3M +13.7%	$551.7M +30.0%	$424.5M -10.8%	$475.8M -14.0%	$553.4M +24.1%	$445.9M
EPS (Diluted)	$5.63 +27.7%	$4.41 +27.5%	$3.46 +0.0%	$3.46 -9.2%	$3.81 +27.0%	$3.00
Total Assets	—	$2.68B +6.5%	$2.52B +5.7%	$2.38B +1.2%	$2.35B +8.6%	$2.17B
Total Debt	$0.00	—	—	—	—	—
Operating Cash Flow	$607.7M -2.4%	$622.3M +39.2%	$447.0M -21.0%	$566.1M -10.6%	$633.1M +29.6%	$488.7M
Free Cash Flow	$585.0M -0.9%	$590.1M +39.8%	$422.2M -19.9%	$526.9M -9.2%	$580.6M +33.7%	$434.2M

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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

BlackRock, Inc.
$870.7M9,927,545 sh
LOOMIS SAYLES & CO L P
$744.0M8,482,052 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$538.6M6,140,822 sh
VANGUARD CAPITAL MANAGEMENT LLC
$411.0M4,686,241 sh
STATE STREET CORP
$372.9M4,251,584 sh
MORGAN STANLEY
$361.3M4,119,203 sh
Boston Partners
$271.4M3,093,791 sh
GEODE CAPITAL MANAGEMENT, LLC
$259.1M2,953,161 sh
BANK OF AMERICA CORP /DE/
$255.1M2,908,071 sh
FMR LLC
$220.2M2,510,218 sh

Fund	Value	Shares
BlackRock, Inc.	$870.7M	9,927,545
LOOMIS SAYLES & CO L P	$744.0M	8,482,052
VANGUARD PORTFOLIO MANAGEMENT LLC	$538.6M	6,140,822
VANGUARD CAPITAL MANAGEMENT LLC	$411.0M	4,686,241
STATE STREET CORP	$372.9M	4,251,584
MORGAN STANLEY	$361.3M	4,119,203
Boston Partners	$271.4M	3,093,791
GEODE CAPITAL MANAGEMENT, LLC	$259.1M	2,953,161
BANK OF AMERICA CORP /DE/	$255.1M	2,908,071
FMR LLC	$220.2M	2,510,218

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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. SEIC is classified as a large company.

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.