Welcome to our dedicated page for Sei Invts Co SEC filings (Ticker: SEIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SEI Investments Company (NASDAQ: SEIC) files a range of documents with the U.S. Securities and Exchange Commission that provide detail on its operations as a global provider of financial technology, operations, and asset management services. This SEC filings page brings together SEI’s Forms 10-K and 10-Q when available, along with current reports on Form 8-K and other disclosures, to help investors understand the company’s financial condition, governance, and significant corporate events.
Recent Form 8-K filings illustrate the types of information SEI reports. One 8-K dated December 17, 2025 discloses the resignation of the company’s founder, who established SEI in 1968 and served as chief executive officer for more than 50 years, from the Board and officer roles, and notes his appointment as non-voting Chairman Emeritus. The same filing reports a semi-annual dividend declaration. Other 8-Ks describe the Board’s approval of an increase in the stock repurchase program, the announcement of quarterly financial and operating results, and the furnishing of Investor Day and earnings presentations.
Filings also document strategic transactions, such as the June 30, 2025 8-K reporting the close of Aquiline Capital Partners’ acquisition of SEI’s Family Office Services business. These disclosures help investors track how SEI adjusts its business mix while continuing to focus on financial technology, operations, and asset management services. Together with annual and quarterly reports, they provide context on SEI’s segments, assets under management, administration and advice, and its relationships with financial institutions, asset managers, asset owners, and financial advisors as described in public materials.
On Stock Titan, SEIC filings are updated from the SEC’s EDGAR system, and AI-powered summaries can assist in highlighting key points from lengthy documents. Users can quickly identify items such as dividend and share repurchase authorizations, leadership and governance changes, and strategic transactions. Access to Form 4 insider transaction reports, along with 10-K and 10-Q filings when available, allows investors to review executive and director trading activity and to study SEI’s detailed financial statements, risk factors, and management discussions with additional AI-generated explanations.
SEI Investments Chairman Emeritus Alfred P. West Jr. reported open-market sales of 62,447 shares of SEI Investments common stock. The transactions occurred on March 10–11, 2026, with reported weighted-average sale prices per share spanning disclosed ranges from $78.66 to $81.04.
Following these sales, West directly holds 6,875,783 shares of SEI Investments common stock, indicating he retains a large personal stake in the company despite the recent disposals.
SEI Investments Company is furnishing an investor presentation from the Raymond James Institutional Investor Conference that highlights its recent performance and long-term growth strategy. The company reviews its evolution from 2017 through 2025 and outlines priorities through 2030.
From 2017 to 2022, SEI reports average annual EPS growth of 7%, a consolidated operating margin of 24% in 2022, average annual share repurchases of $364 million, total net sales events of $69 million in 2022, and an average annual total shareholder return of -14%.
From 2022 to 2025, EPS growth averaged 18%, consolidated operating margin reached 27% in 2025, total share repurchases were $616 million in 2025, total net sales events were $150 million in 2025, and average annual total shareholder return was 46%. The presentation emphasizes investing in proven growth engines, boosting international returns, reimagining asset management, enterprise excellence, and strategic capital allocation, including returning 90–100% of free cash flow via dividends and buybacks over 2017–2022.
SEI Investments insider Mark Andrew Warner reported multiple transactions in company stock. He exercised stock options covering 2,000 shares on two occasions and separately acquired 2,000 and 2,000 shares of common stock at
SEI Investments Company files its annual report describing a global financial technology, operations, and asset management business serving banks, advisors, institutions, and asset managers. In 2025, total revenues were $2,297,381 thousand, mainly from technology and operations outsourcing and asset management fees.
The company reports managing, advising, or administering about $1.9 trillion in assets and $455.4 billion in managed assets as of December 31, 2025. SEI completed the first stage of a 57.5% strategic investment in Stratos Wealth Holdings for approximately $544.0 million, expanding its presence in the advisor ecosystem. It also highlights extensive regulatory oversight, ongoing work with the UK FCA, growing cyber and AI-related risks, offshoring via a Global Capability Center in India, and detailed strategic and operational risks across its core business segments.
SEI Investments Company filed a Form 13F-HR combination report summarizing institutional equity holdings managed through its subsidiaries. The filing covers 6,077 reportable positions with an aggregate Form 13F information table value of
Loomis, Sayles & Co., L.P. reported beneficial ownership of 8,808,845.24 shares of SEI Investments Co common stock, representing 7.19% of the outstanding class as of 12/31/2025.
The firm has sole voting power over 7,264,083 of these shares and no shared voting or dispositive power. The securities are held for the benefit of its clients, none of whom individually holds more than 5% of the class. Loomis Sayles states the position is held in the ordinary course of business and not for changing or influencing control of SEI Investments.
SEI Investments CEO Ryan Hicke reported multiple option exercises and share sales. On January 29, 2026, he exercised several stock options for 12,500, 12,500, 17,500, 20,000 and 17,500 shares of common stock at exercise prices of
On the same date he sold 17,009 shares at a weighted average price of
SEI Investments Company plans a Rule 144 stock sale. A shareholder filed to sell 80,000 shares of SEI Investments common stock through Charles Schwab on NASDAQ. The shares have an aggregate market value of $6,988,815 and are part of 122,439,410 shares outstanding.
The shares were acquired on the same date via an employee stock option exercise, using a broker-assisted cashless exercise and payment method. By signing the notice, the seller represents they are not aware of undisclosed material adverse information about SEI Investments’ current or future operations.