SEI Investments Company
SEI Investments Company (Nasdaq: SEIC) provides financial technology, operations outsourcing, custody, and asset management services to wealth managers, banks, investment managers, financial advisors, institutional investors, and other asset owners. Its solutions include investment processing, fund administration,… From the company’s description.
In fiscal 2025, SEI Investments Company reported revenue of $2.30B, up 8.1% from fiscal 2024, and net income of $717.55M. Its pre-tax margin was 27.3%. Over the twelve months to Sep 30, 2026, revenue was $2.53B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What SEI Investments Company does
In the company’s own words
SEI Investments Company (Nasdaq: SEIC) provides financial technology, operations outsourcing, custody, and asset management services to wealth managers, banks, investment managers, financial advisors, institutional investors, and other asset owners. Its solutions include investment processing, fund administration, custody, investment accounting, investor servicing, outsourced investment management, and investment products such as ETFs, separately managed accounts, collective investment trusts, and mutual funds. SEI operates through four client-oriented segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors, which generated 35%, 26%, 25%, and 12% of 2025 revenue, respectively; investments in new businesses accounted for the remaining 2%. Its platforms include the SEI Wealth Platform and TRUST 3000, while SEI Access supports access to alternative investments. In December 2025, SEI completed the first stage of a strategic investment in Stratos Wealth Holdings, an advisor network. For 2025, SEI reported revenue of approximately $2.3 billion and had 4,997 full-time employees at year-end.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- OAKS, PA
- Fiscal year end
- December
- CIK
- 350894
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns SEI Investments Company — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in SEI Investments Company · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · SEI Investments Company’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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