Institutional Holders (2026 Q1)
558 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEIC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Hahn Capital Management LLC | 4.16% | 84,374 | $6.6M |
| 2 | Karl Kapital LLC | 3.92% | 72,140 | $5.7M |
| 3 | American Capital Management Inc | 3.24% | 768,615 | $60.3M |
| 4 | Jlb & Associates Inc | 2.92% | 259,183 | $20.3M |
| 5 | Foyston, Gordon & Payne Inc | 2.86% | 157,787 | $12.4M |
| 6 | Union Heritage Capital, LLC | 2.00% | 68,700 | $5.4M |
| 7 | Taylor Hoffman Capital Management LLC | 1.75% | 72,405 | $5.7M |
| 8 | Leith Wheeler Investment Counsel Ltd. | 1.27% | 196,249 | $15.4M |
| 9 | Prana Capital Management, LP | 1.11% | 464,241 | $36.4M |
| 10 | Loomis Sayles & Co L P | 0.91% | 8,628,879 | $677.1M |
| 11 | Thrive Wealth Management, LLC | 0.90% | 76,779 | $6.0M |
| 12 | First Financial Bankshares Inc | 0.88% | 554,178 | $43.5M |
| 13 | Royce & Associates LP | 0.77% | 996,456 | $78.2M |
| 14 | Southernsun Asset Management, LLC | 0.77% | 67,403 | $5.3M |
| 15 | Boston Trust Walden Corp | 0.67% | 1,039,731 | $81.6M |
| 16 | OmniStar Financial Group, Inc. | 0.65% | 15,859 | $1.2M |
| 17 | Arbejdsmarkedets Tillaegspension | 0.63% | 323,418 | $25.4M |
| 18 | JMN Financial LLC | 0.62% | 8,009 | $628K |
| 19 | Investment Management Corp /Va/ /Adv | 0.52% | 7,789 | $611K |
| 20 | Kathmere Capital Management, LLC | 0.48% | 99,485 | $7.8M |
| 21 | Wealth Alliance Advisory Group, LLC | 0.47% | 37,504 | $2.9M |
| 22 | Clark Capital Management Group, Inc. | 0.41% | 837,845 | $65.7M |
| 23 | Third View Private Wealth, LLC | 0.39% | 36,505 | $2.9M |
| 24 | DGS Capital Management, LLC | 0.37% | 29,030 | $2.3M |
| 25 | Nebula Research & Development LLC | 0.37% | 47,985 | $4.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|