Arkolith/Funds/Sei Investments Co

Sei Investments Co

CIK 350894Asset manager
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Inactive

Sei Investments Co holds a diversified book of 3228 stocks worth $108.4B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Pgim Aaa Clo ETF and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 3% of the equity book.

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Use Arkolith to show SEI INVESTMENTS CO's latest
holdings, largest changes, and filing provenance.
Opened
254
new positions
Added to
2,079
existing
Trimmed
762
reduced
Sold out
138
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
19%
Top 20 holdings
27%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
26%
ETF / fund or unclassified
22%
Industrials
11%
Financials
10%
Health Care
7%
Consumer Discretionary
7%
Real Estate
4%
Materials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,228 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$3.8B21.68M
3.5%
+13%
Added · +2.4M sh
2Apple Inc
COM
$2.9B11.25M
2.6%
+19%
Added · +1.8M sh
3Microsoft Corp
COM
$2.6B7.00M
2.4%
−1.6%
Reduced · −111K sh
4Amazon Com Inc
COM
$2.2B10.49M
2.0%
+10%
Added · +975K sh
5Alphabet Inc
CAP STK CL C
$1.7B5.86M
1.6%
+29%
Added · +1.3M sh
6Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.6B24.73M
1.5%
−3.6%
Reduced · −937K sh
7Broadcom Inc
COM
$1.6B5.08M
1.4%
+23%
Added · +962K sh
8Schwab Strategic TR
US LCAP GR ETF
$1.4B47.56M
1.3%
+7.6%
Added · +3.4M sh
9Vanguard BD Index FDS
TOTAL BND MRKT
$1.4B18.63M
1.3%
+4.3%
Added · +773K sh
10Schwab Strategic TR
US LCAP VA ETF
$1.4B44.77M
1.3%
−2.2%
Reduced · −1.0M sh
11Alphabet Inc
CAP STK CL A
$1.2B4.17M
1.1%
+8.7%
Added · +333K sh
12Meta Platforms Inc
CL A
$1.1B1.97M
1.0%
+15%
Added · +261K sh
13Ishares TR
CORE MSCI INTL
$1.0B12.44M
1.0%
+2.4%
Added · +293K sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$875.8M2.59M
0.8%
+12%
Added · +274K sh
15Schwab Strategic TR
US LRG CAP ETF
$834.0M32.53M
0.8%
+5.0%
Added · +1.6M sh
16Vanguard Index FDS
VALUE ETF
$753.1M3.84M
0.7%
+1.9%
Added · +73K sh
17Vanguard Mun BD FDS
TAX EXEMPT BD
$706.7M14.16M
0.7%
+4.9%
Added · +659K sh
18Eli Lilly & Co
COM
$705.8M767.3K
0.7%
+19%
Added · +123K sh
19Nushares ETF TR
NUVEEN INTERNATI
$646.9M26.09M
0.6%
+58%
Added · +9.6M sh
20Vanguard Index FDS
GROWTH ETF
$643.0M1.47M
0.6%
+1.1%
Added · +16K sh
21Ishares Inc
CORE MSCI EMKT
$633.0M9.07M
0.6%
−4.3%
Reduced · −405K sh
22Mastercard Incorporated
CL A
$621.4M1.24M
0.6%
+5.0%
Added · +59K sh
23Sei Exchange Traded Funds
ENHANCED US LRG
$620.9M14.94M
0.6%
+1.2%
Added · +184K sh
24Sei Exchange Traded Funds
ENHANCED US LRG
$613.5M13.47M
0.6%
+2.5%
Added · +330K sh
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$610.6M11.30M
0.6%
+0.9%
Added · +99K sh
26Vanguard Charlotte FDS
TOTAL INT BD ETF
$588.6M12.25M
0.5%
+6.3%
Added · +721K sh
27Ishares TR
NATIONAL MUN ETF
$559.9M5.27M
0.5%
+0.1%
Added · +6K sh
28Visa Inc
COM CL A
$558.2M1.85M
0.5%
−0.2%
Reduced · −3K sh
29Tesla Inc
COM
$557.5M1.50M
0.5%
+17%
Added · +218K sh
30Welltower Inc
COM
$525.6M2.66M
0.5%
+10%
Added · +248K sh
31Netflix Inc.
COM
$502.5M5.23M
0.5%
+9.9%
Added · +470K sh
32Johnson & Johnson
COM
$479.5M1.96M
0.4%
+16%
Added · +277K sh
33SPDR Series Trust
STATE STREET SPD
$462.5M19.83M
0.4%
+5.7%
Added · +1.1M sh
34Schwab Strategic TR
US SML CAP ETF
$428.5M14.73M
0.4%
−0.2%
Reduced · −24K sh
35Schwab Strategic TR
SHT TM US TRES
$406.3M16.74M
0.4%
−10.0%
Reduced · −1.9M sh
36Ge Aerospace
COM NEW
$382.9M1.35M
0.4%
+36%
Added · +357K sh
37JPMorgan Chase & Co
COM
$382.0M1.30M
0.4%
+35%
Added · +339K sh
38Ge Vernova Inc
COM
$380.5M435.9K
0.4%
−16%
Reduced · −84K sh
39ASML Hldg NV
N Y REGISTRY SHS
$379.4M287.2K
0.3%
+224%
Added · +199K sh
40Spotify Technology S A
SHS
$363.4M749.5K
0.3%
+1.8%
Added · +13K sh
41Advanced Micro Devices Inc
COM
$354.9M1.74M
0.3%
+34%
Added · +442K sh
42Booking Holdings Inc
COM
$352.0M83.6K
0.3%
+97%
Added · +41K sh
43Schwab Strategic TR
US TIPS ETF
$344.7M12.96M
0.3%
+5.3%
Added · +646K sh
44Exxon Mobil Corp
COM
$335.2M1.98M
0.3%
+32%
Added · +479K sh
45Woodward Inc
COM
$323.7M904.4K
0.3%
+12%
Added · +100K sh
46Vanguard Index FDS
SM CP VAL ETF
$323.0M1.49M
0.3%
−0.4%
Reduced · −6K sh
47Shopify Inc
CL A SUB VTG SHS
$320.8M2.70M
0.3%
+7.5%
Added · +190K sh
48Ishares TR
CORE MSCI EAFE
$320.6M3.54M
0.3%
−3.0%
Reduced · −108K sh
49Ishares Inc
MSCI GBL MIN VOL
$317.5M2.66M
0.3%
+2.1%
Added · +55K sh
50Pgim ETF TR
AAA CLO ETF
$311.6M6.09M
0.3%
New
New position
Showing 50 of 3,228 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 20266,108$108.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20266,077$101.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20255,633$93.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20255,589$86.3B13F-HR
Q1 2025Mar 31, 2025May 14, 20255,482$77.7B13F-HR/A
Q4 2024Dec 31, 2024Feb 11, 20255,393$77.9B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20245,342$77.0B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20245,281$70.6B13F-HR
Q1 2024Mar 31, 2024May 7, 20245,159$68.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20245,127$62.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20235,162$55.7B13F-HR
Q2 2023Jun 30, 2023Aug 11, 20235,215$57.3B13F-HR
Q1 2023Mar 31, 2023May 12, 20235,320$53.8B13F-HR
Q4 2022Dec 31, 2022Feb 10, 20234,917$45.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20225,099$44.8B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20225,003$46.3B13F-HR
Q1 2022Mar 31, 2022May 13, 20224,826$49.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20224,846$53.3B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20214,698$47.7B13F-HR
Q2 2021Jun 30, 2021Aug 6, 20214,567$45.1B13F-HR
Q1 2021Mar 31, 2021May 12, 20214,391$39.7B13F-HR
Q4 2020Dec 31, 2020Feb 8, 20214,396$38.7B13F-HR
Q3 2020Sep 30, 2020Dec 4, 20204,513$34.5B13F-HR/A
Amended / restated
  • Q1 2025 · filed May 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.