Company SEI Investment Nasdaq

Equities

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Sector Wealth Management

Inactive Instrument

SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.

USD in Million	2022	Weight	2023	Weight	Delta
Investment Managers 34.9 %	625	31.4 %	670	34.9 %	+7.29%
Private Banks 26.2 %	576	28.9 %	503	26.2 %	-12.56%
Investment Advisors 22.7 %	448	22.5 %	436	22.7 %	-2.56%
Institutional Investors 15.1 %	323	16.2 %	290	15.1 %	-10.41%
Investments in New Businesses 1.0 %	19	1.0 %	20	1.0 %	+3.14%

USD in Million	2022	Weight	2023	Weight	Delta
United States 85.4 %	1,623	81.5 %	1,640	85.4 %	+1.05%
United Kingdom 7.7 %	242	12.2 %	148	7.7 %	-38.94%
Ireland 3.3 %	60	3.0 %	63	3.3 %	+3.58%
Canada 2.4 %	48	2.4 %	46	2.4 %	-5.77%
Luxembourg 1.2 %	17	0.8 %	24	1.2 %	+40.45%

Managers	Title	Age	Since
Al West FOU	Founder	81	67-12-31
Ryan Hicke CEO	Chief Executive Officer	46	97-12-31
Dennis McGonigle DFI	Director of Finance/CFO	63	85-07-31
James Smigiel CIO	Chief Investment Officer	-	-
Matt Potter CIO	Chief Investment Officer	-	-
William Doran BRD	Director/Board Member	82	74-02-28
Lindsey Opsahl IRC	Investor Relations Contact	-	-
Matthew M. Maher LAW	General Counsel	49	17-12-31
Mark H. Samuels PRN	Corporate Officer/Principal	75	92-08-31
Sanjay Sharma PRN	Corporate Officer/Principal	-	-

Members of the board	Title	Age	Since
Al West FOU	Founder	81	67-12-31
William Doran BRD	Director/Board Member	82	74-02-28
Carmen Romeo BRD	Director/Board Member	80	79-05-31
Kathryn McCarthy BRD	Director/Board Member	75	98-09-30
Carl Guarino BRD	Director/Board Member	66	14-09-29
Jonathan Brassington BRD	Director/Board Member	49	22-04-18
Stephanie Miller BRD	Director/Board Member	-	23-10-24
Ryan Hicke CEO	Chief Executive Officer	46	97-12-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	131,329,000	100,008,045 ( 76.15 %)	0	76.15 %

Name	Equities	%	Valuation
Al West 13.96 %	18,333,560	13.96 %	1 318 M $
Vanguard Fiduciary Trust Co. 9.051 %	11,888,519	9.051 %	855 M $
BlackRock Advisors LLC 7.568 %	9,940,722	7.568 %	715 M $
Loomis, Sayles & Co. LP 7.226 %	9,491,247	7.226 %	682 M $
STATE STREET CORPORATION 4.531 %	5,951,891	4.531 %	428 M $
Atlanta Capital Management Co. LLC 4.523 %	5,941,081	4.523 %	427 M $
Beutel, Goodman & Co. Ltd. 3.060 %	4,019,979	3.060 %	289 M $
Merrill Lynch International 2.304 %	3,026,043	2.304 %	218 M $
Carmen Romeo 2.208 %	2,900,195	2.208 %	209 M $
Geode Capital Management LLC 1.495 %	1,963,682	1.495 %	141 M $

Name	Equities	%	Valuation
MICROSOFT CORPORATION 0.07%	5,062,307	0.07%	2,129,813,801 $
NVIDIA CORPORATION 0.06%	1,505,202	0.06%	1,360,040,319 $
AMAZON.COM, INC. 0.07%	7,449,090	0.07%	1,343,666,854 $
VANGUARD BOND INDEX FUNDS - VANGUARD TOTAL BOND MARKET ETF 1.11%	16,312,971	1.11%	1,184,811,084 $
APPLE INC. 0.03%	5,162,870	0.03%	885,328,948 $
ALPHABET INC. 0.08%	4,911,386	0.08%	741,275,489 $
META PLATFORMS, INC. 0.06%	1,418,537	0.06%	688,813,196 $
NETFLIX, INC. 0.18%	764,267	0.18%	464,162,277 $
VISA, INC. 0.10%	1,515,774	0.10%	423,022,208 $
AMD (ADVANCED MICRO DEVICES) 0.14%	2,297,196	0.14%	414,620,906 $

SEI Investments Co.

1 Freedom Valley Drive

19456-9989, Oaks

+610 676 1000

http://www.seic.com

Name	Category and Sector
SEI Investments Distribution Co. SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The private company is based in Oaks, PA and was founded in 1981.	Financial Conglomerates
SAAT Aggressive Strategy Fund	Investment Trusts/Mutual Funds
SEI Technology Services India Pvt Ltd.
Delaware Wilshire Private Markets Fund Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.	Investment Trusts/Mutual Funds

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Wealth Management

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Wealth Management