SEIC Smart Money
SEI Investments Company
1W: -4.0%
1M: -1.9%
3M: +0.0%
YTD: +23.9%
1Y: +25.6%
3Y: +91.9%
5Y: +73.8%
$102.88
-0.46 (-0.45%)
Weekly Expected Move ±3.1%
$96
$99
$102
$105
$109
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Smart Money
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🏦 Institutional Activity
Latest: Q2 2026641
Institutions Holding
+10 vs prior
64.0%
Ownership
+7.54%
79
New
173
Increased
290
Reduced
61
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | WEST ALFRED P JR | other | S-Sale | 5,483 | $103.16 | $566K | Filing |
| 2026-09-29 | WEST ALFRED P JR | other | S-Sale | 28,394 | $103.40 | $2.9M | Filing |
| 2026-09-22 | LANE MICHAEL | officer: executive vice president | S-Sale | 2,400 | $102.78 | $247K | Filing |
| 2026-09-03 | Hicke Ryan | officer: chief executive officer | S-Sale | 37,500 | $110.71 | $4.2M | Filing |
| 2026-09-01 | ROMEO CARMEN | director | S-Sale | 5,000 | $109.70 | $548K | Filing |
| 2026-08-28 | Peterson Michael | officer: executive vice president | S-Sale | 37,500 | $111.51 | $4.2M | Filing |
| 2026-08-05 | McCabe Philip | officer: see remarks | S-Sale | 5,043 | $105.50 | $532K | Filing |
| 2026-08-04 | McCabe Philip | officer: see remarks | S-Sale | 24,957 | $105.04 | $2.6M | Filing |
| 2026-08-03 | MCCARTHY KATHRYN | director | S-Sale | 10,000 | $103.53 | $1.0M | Filing |
| 2026-07-28 | GUARINO CARL | director | S-Sale | 10,000 | $103.19 | $1.0M | Filing |
| 2026-07-28 | Peterson Michael | officer: executive vice president | S-Sale | 25,000 | $102.05 | $2.6M | Filing |
| 2026-07-28 | Warner Mark Andrew | officer: see remarks* | S-Sale | 2,300 | $101.11 | $233K | Filing |
| 2026-07-28 | Warner Mark Andrew | officer: see remarks* | S-Sale | 5,300 | $102.01 | $541K | Filing |
| 2026-07-28 | Warner Mark Andrew | officer: see remarks* | S-Sale | 7,400 | $102.97 | $762K | Filing |
| 2026-07-24 | Shah Sneha S. | officer: see remarks* | F-Tax Withholding | 3,746 | $96.73 | $362K | Filing |
| 2026-07-24 | Sharma Sanjay | officer: see remarks* | S-Sale | 20,000 | $99.33 | $2.0M | Filing |
| 2026-06-29 | WEST ALFRED P JR | other | S-Sale | 1,680 | $88.09 | $148K | Filing |
| 2026-06-29 | WEST ALFRED P JR | other | S-Sale | 5,652 | $87.18 | $493K | Filing |
| 2026-06-26 | WEST ALFRED P JR | other | S-Sale | 3,838 | $87.67 | $336K | Filing |
| 2026-06-26 | WEST ALFRED P JR | other | S-Sale | 46,162 | $87.21 | $4.0M | Filing |
| 2026-06-09 | DORAN WILLIAM | director | S-Sale | 5,000 | $90.50 | $452K | Filing |
| 2026-05-04 | MCCARTHY KATHRYN | director | S-Sale | 10,000 | $91.07 | $911K | Filing |
| 2026-04-28 | Warner Mark Andrew | officer: in remarks | S-Sale | 4,000 | $91.16 | $365K | Filing |
| 2026-04-28 | Warner Mark Andrew | officer: in remarks | M-Option Exercise | 4,000 | $48.47 | $194K | Filing |
| 2026-04-23 | McCabe Philip | officer: see remarks | S-Sale | 15,000 | $91.82 | $1.4M | Filing |
🏛️ Congressional Trades
9 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2022-10-05 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2022-10-05 | Thomas Hawley Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2022-10-05 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2021-03-29 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2021-03-29 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2021-03-29 | Thomas Hawley Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2020-02-20 | Mikie Sherrill | House | Sell | $1,001 - $15,000 | Filing |
| 2020-01-15 | Mikie Sherrill | House | Buy | $1,001 - $15,000 | Filing |
| 2019-12-12 | Mikie Sherrill | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,927,545 | $871M | -182,792 | 2026-06-30 | Filing |
| LOOMIS SAYLES & CO L P | 8,482,052 | $744M | -146,827 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,140,822 | $539M | +15,179 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,686,241 | $411M | -55,475 | 2026-06-30 | Filing |
| STATE STREET CORP | 4,251,584 | $373M | +66,406 | 2026-06-30 | Filing |
| MORGAN STANLEY | 4,119,203 | $361M | -673,076 | 2026-06-30 | Filing |
| Boston Partners | 3,093,791 | $271M | +1,323,752 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,953,161 | $259M | +122,829 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 2,908,071 | $255M | -12,435 | 2026-06-30 | Filing |
| FMR LLC | 2,510,218 | $220M | +417,719 | 2026-06-30 | Filing |
| LORD, ABBETT & CO. LLC | 2,309,004 | $203M | +104,625 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,962,762 | $172M | +89,564 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 1,501,972 | $132M | -320,697 | 2026-06-30 | Filing |
| Beutel, Goodman & Co Ltd. | 1,494,684 | $131M | -278,470 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,110,829 | $97M | -34,575 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 1,050,287 | $92M | +53,831 | 2026-06-30 | Filing |
| Caisse de depot et placement du Quebec | 1,002,445 | $88M | -195,644 | 2026-06-30 | Filing |
| Boston Trust Walden Corp | 991,300 | $87M | -48,431 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 914,907 | $80M | +9,300 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 894,194 | $78M | -42,108 | 2026-06-30 | Filing |