Morgan Stanley’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$361M Sell
4,119,203
-673,076
-14% -$58.7M 0.02% 712
2026
Q1
$376M Sell
4,792,279
-282,899
-6% -$23.3M 0.02% 649
2025
Q4
$416M Sell
5,075,178
-518,564
-9% -$42.6M 0.02% 600
2025
Q3
$475M Sell
5,593,742
-40,586
-0.7% -$3.61M 0.03% 540
2025
Q2
$506M Sell
5,634,328
-161,590
-3% -$13M 0.03% 492
2025
Q1
$450M Buy
5,795,918
+167,485
+3% +$13.5M 0.03% 505
2024
Q4
$464M Sell
5,628,433
-221,290
-4% -$17.4M 0.03% 498
2024
Q3
$405M Sell
5,849,723
-97,692
-2% -$6.52M 0.03% 551
2024
Q2
$385M Sell
5,947,415
-2,044
-0% -$137K 0.03% 540
2024
Q1
$428M Buy
5,949,459
+8,378
+0.1% +$557K 0.03% 496
2023
Q4
$378M Sell
5,941,081
-7,577
-0.1% -$442K 0.03% 512
2023
Q3
$358M Sell
5,948,658
-320,175
-5% -$19.7M 0.04% 478
2023
Q2
$374M Buy
6,268,833
+18,197
+0.3% +$1.06M 0.04% 467
2023
Q1
$360M Sell
6,250,636
-268,946
-4% -$16.1M 0.04% 470
2022
Q4
$380M Buy
6,519,582
+5,673,374
+670% +$319M 0.04% 430
2022
Q3
$41.5M Buy
846,208
+125,837
+17% +$6.87M 0.01% 1467
2022
Q2
$38.9M Buy
720,371
+405,250
+129% +$22.8M 0.01% 1592
2022
Q1
$19M Buy
315,121
+30,714
+11% +$1.83M ﹤0.01% 2180
2021
Q4
$17.3M Buy
284,407
+22,243
+8% +$1.38M ﹤0.01% 2313
2021
Q3
$15.5M Sell
262,164
-17,168
-6% -$1.05M ﹤0.01% 2370
2021
Q2
$17.3M Buy
279,332
+13,842
+5% +$863K ﹤0.01% 2319
2021
Q1
$16.2M Sell
265,490
-65,630
-20% -$3.85M ﹤0.01% 2144
2020
Q4
$19M Buy
331,120
+197,758
+148% +$10.8M ﹤0.01% 1851
2020
Q3
$6.76M Sell
133,362
-24,639
-16% -$1.3M ﹤0.01% 2414
2020
Q2
$8.69M Buy
158,001
+1,277
+0.8% +$66.7K ﹤0.01% 2095
2020
Q1
$7.26M Sell
156,724
-142,917
-48% -$8.5M ﹤0.01% 2076
2019
Q4
$19.6M Buy
299,641
+39,205
+15% +$2.44M ﹤0.01% 1678
2019
Q3
$15.4M Buy
260,436
+124,934
+92% +$7.22M ﹤0.01% 1702
2019
Q2
$7.6M Sell
135,502
-45,648
-25% -$2.46M ﹤0.01% 2456
2019
Q1
$9.46M Sell
181,150
-103,000
-36% -$5.16M ﹤0.01% 2086
2018
Q4
$13.1M Sell
284,150
-69,618
-20% -$3.67M ﹤0.01% 1834
2018
Q3
$21.6M Sell
353,768
-157,383
-31% -$9.76M 0.01% 1606
2018
Q2
$32M Sell
511,151
-114,436
-18% -$7.61M 0.01% 1207
2018
Q1
$46.9M Buy
625,587
+112,316
+22% +$8.37M 0.01% 963
2017
Q4
$36.9M Sell
513,271
-9,082
-2% -$608K 0.01% 1159
2017
Q3
$31.9M Buy
522,353
+45,161
+9% +$2.56M 0.01% 1211
2017
Q2
$25.7M Sell
477,192
-151,954
-24% -$7.83M 0.01% 1322
2017
Q1
$31.7M Buy
629,146
+75,098
+14% +$3.79M 0.01% 1199
2016
Q4
$27.3M Buy
554,048
+304,738
+122% +$14.2M 0.01% 1267
2016
Q3
$11.4M Sell
249,310
-27,402
-10% -$1.28M ﹤0.01% 1900
2016
Q2
$13.3M Buy
276,712
+102,523
+59% +$4.93M ﹤0.01% 1742
2016
Q1
$7.5M Sell
174,189
-146,125
-46% -$5.99M ﹤0.01% 2122
2015
Q4
$16.8M Sell
320,314
-145,406
-31% -$7.57M 0.01% 1546
2015
Q3
$22.5M Buy
465,720
+179,603
+63% +$9.14M 0.01% 1289
2015
Q2
$14M Sell
286,117
-78,903
-22% -$3.71M ﹤0.01% 1798
2015
Q1
$16.1M Sell
365,020
-147,054
-29% -$6.17M 0.01% 1638
2014
Q4
$20.5M Sell
512,074
-166,686
-25% -$6.39M 0.01% 1471
2014
Q3
$24.5M Buy
678,760
+189,375
+39% +$6.75M 0.01% 1276
2014
Q2
$16M Buy
489,385
+16,222
+3% +$522K 0.01% 1612
2014
Q1
$15.9M Buy
473,163
+6,255
+1% +$213K 0.01% 1569
2013
Q4
$16.2M Buy
466,908
+155,637
+50% +$5.17M 0.01% 1533
2013
Q3
$9.62M Sell
311,271
-191,491
-38% -$5.9M ﹤0.01% 1809
2013
Q2
$14.3M Buy
+502,762
New +$14.6M 0.01% 1420

Other funds holding SEIC

Morgan Stanley's SEIC Position: Q2 2026 in Review

Morgan Stanley reduced its SEI Investments (SEIC) stake by 14% in Q2 2026, selling an estimated $58.7M and leaving 4,119,203 shares worth $361M. The position accounts for 0.02% of the portfolio, ranked #712.

Morgan Stanley first reported a position in SEIC in Q2 2013 and has held it in 53 quarters since. The position peaked at $506M in Q2 2025. 570 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Morgan Stanley held 4,119,203 shares of SEI Investments worth $361M as of Q2 2026.
  • Morgan Stanley sold 673,076 SEI Investments shares in Q2 2026, an estimated $58.7M.
  • SEI Investments made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #712 holding.
  • Morgan Stanley first reported a position in SEI Investments in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's SEI Investments position peaked at $506M in Q2 2025.
  • 570 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.