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Loomis Sayles (NASDAQ: SEIC) reports 7.19% SEI Investments stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Loomis, Sayles & Co., L.P.
Signature:Mari Shimokawa
Name/Title:Deputy Chief Compliance Officer
Date:02/12/2026

FAQ

How many SEI Investments Co (SEIC) shares does Loomis Sayles beneficially own?

Loomis, Sayles & Co., L.P. beneficially owns 8,808,845.24 SEI Investments Co common shares. This stake represents 7.19% of the company’s outstanding common stock as of December 31, 2025, according to the Schedule 13G/A ownership disclosure.

What percentage of SEI Investments Co (SEIC) does Loomis Sayles hold?

Loomis, Sayles & Co., L.P. reports beneficial ownership of 7.19% of SEI Investments Co’s common stock. This percentage is based on 8,808,845.24 shares held for its clients as of December 31, 2025, crossing the 5% reporting threshold.

What voting power does Loomis Sayles report over SEI Investments Co (SEIC) shares?

Loomis, Sayles & Co., L.P. has sole voting power over 7,264,083 SEI Investments Co shares and reports no shared voting power. It also reports no sole or shared dispositive power, meaning it does not control the decision to sell these shares under this filing.

Who ultimately benefits from Loomis Sayles’ SEI Investments Co (SEIC) holdings?

Loomis Sayles states that its clients have the right to receive dividends and sale proceeds from the SEI Investments Co shares. No individual client has an interest in more than 5% of the class, reflecting diversified beneficial ownership across multiple accounts.

Is Loomis Sayles seeking to influence control of SEI Investments Co (SEIC)?

Loomis, Sayles & Co., L.P. certifies the SEI Investments Co shares were acquired and are held in the ordinary course of business. It states they were not acquired and are not held to change or influence control of SEI Investments or in connection with such a transaction.
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