Subscribe

SEI Investments Company (SEIC)

USD96.15 -0.03 (-0.03%)
US NASDAQ Financial Services Asset Management
Address 1 Freedom Valley Drive 19456
Oaks, PA, US
CEO Ryan Hicke
Website seic.com
IPO 1981-03-25
CIK 350894 ISIN US7841171033

Explore sections of this company profile

Description

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD96.15 -0.03 (-0.03%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
832.9K
Beta
0.98
Float Shares
99.62M
Free Float %
82.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.81% -3.18% -3.09% +8.07% +8.68% +7.14% +3.82% +55.32% +38.57% +70.84% +46,128.30%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Buy
Price Targets & DCF
Current price
96.15
Low 82.00 -14.7%
Consensus 100.67 +4.7%
Median 105.00 +9.2%
High 115.00 +19.6%
DCF (Unlevered) 77.49 -19.4%
DCF (Levered) 81.45 -15.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 78% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 2 0
Hold 2 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
93.50
-2.8%
Last Year 11
105.00
+9.2%
All Time 25
84.60
-12.0%
Quality scores
Altman Z-Score
14.79
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
9 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Asset Management: +17.4%
    +8.1% Q1'26: +12.8% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +27.7% Q1'26: +19.7% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +20.4% Q1'26: +33.7% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +35.8% Q1'26: +37.2% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +28.3% Q1'26: +29.5% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    -4.9% Q1'26: -3.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.01× Q1'26: 0.04× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.00) × ERP
WACC = 100% × Ke + 0% × Kd (4.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 77.49 Current price: 96.15
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
5 EPS Ana.
Dec 2027
5 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
658.01M
est: 633.59M (+3.9%)
620.82M
est: 617.31M (+0.6%)
636.23M
est: 631.16M (+0.8%)
692.27M
est: 634.37M (+9.1%)
773.01M
est: 740.17M (+4.4%)
1.18B
est: 1.12B (+4.5%)
1.37B
est: 1.32B (+3.7%)
1.25B
est: 1.30B (-4.0%)
1.06B
est: 1.08B (-2.2%)
900.84M
est: 926.90M (-2.8%)
929.73M
est: 972.79M (-4.4%)
992.52M
est: 1.04B (-4.3%)
1.13B
est: 1.12B (+1.0%)
1.27B
est: 1.23B (+3.2%)
1.33B
est: 1.34B (-0.1%)
1.40B
est: 1.40B (+0.4%)
1.53B
est: 1.52B (+0.7%)
1.62B
est: 1.62B (+0.1%)
1.65B
est: 1.65B (+0.0%)
1.68B
est: 1.68B (+0.5%)
1.92B
est: 1.91B (+0.7%)
1.99B
est: 1.99B (-0.1%)
1.92B
est: 1.99B (-3.6%)
2.13B
est: 2.13B (-0.2%)
2.30B
est: 2.30B (+0.1%)
2.56B
2.54B – 2.61B
+11.7% YoY
2.76B
2.72B – 2.86B
+7.7% YoY
3.00B
2.96B – 3.05B
+8.8% YoY
3.13B
3.10B – 3.20B
+4.3% YoY
3.35B
3.31B – 3.42B
+7.0% YoY
EBITDA
202.84M
est: 209.60M (-3.2%)
227.88M
est: 237.02M (-3.9%)
222.97M
est: 237.42M (-6.1%)
226.04M
est: 254.59M (-11.2%)
232.68M
est: 298.36M (-22.0%)
527.60M
est: 369.44M (+42.8%)
631.11M
est: 428.38M (+47.3%)
404.61M
est: 280.02M (+44.5%)
432.20M
est: 352.09M (+22.8%)
417.21M
est: 426.36M (-2.1%)
367.83M
est: 381.29M (-3.5%)
385.84M
est: 400.71M (-3.7%)
306.17M
est: 489.36M (-37.4%)
414.53M
est: 529.50M (-21.7%)
567.64M
est: 572.89M (-0.9%)
447.64M
est: 553.40M (-19.1%)
473.80M
est: 582.46M (-18.7%)
519.35M
est: 664.28M (-21.8%)
541.28M
est: 708.05M (-23.6%)
530.43M
est: 660.42M (-19.7%)
646.92M
est: 768.03M (-15.8%)
561.23M
est: 912.66M (-38.5%)
669.21M
est: 688.81M (-2.8%)
822.55M
est: 736.51M (+11.7%)
859.29M
est: 793.60M (+8.3%)
886.65M
879.73M – 903.97M
+11.7% YoY
955.17M
941.28M – 989.90M
+7.7% YoY
1.04B
1.02B – 1.05B
+8.8% YoY
1.08B
1.07B – 1.11B
+4.3% YoY
1.16B
1.15B – 1.18B
+7.0% YoY
EBIT
183.19M
est: 176.19M (+4.0%)
209.82M
est: 206.30M (+1.7%)
206.18M
est: 203.05M (+1.5%)
209.86M
est: 189.63M (+10.7%)
215.09M
est: 202.35M (+6.3%)
498.45M
est: 474.81M (+5.0%)
593.98M
est: 570.67M (+4.1%)
357.65M
est: 514.79M (-30.5%)
366.06M
est: 365.17M (+0.2%)
371.26M
est: 222.58M (+66.8%)
319.07M
est: 212.38M (+50.2%)
330.00M
est: 220.37M (+49.7%)
248.41M
est: 244.34M (+1.7%)
352.78M
est: 339.24M (+4.0%)
500.96M
est: 361.53M (+38.6%)
375.69M
est: 357.98M (+4.9%)
396.94M
est: 365.09M (+8.7%)
441.99M
est: 423.61M (+4.3%)
460.42M
est: 456.96M (+0.8%)
445.89M
est: 450.70M (-1.1%)
553.38M
est: 540.05M (+2.5%)
475.75M
est: 665.96M (-28.6%)
595.24M
est: 616.10M (-3.4%)
747.32M
est: 658.76M (+13.4%)
822.27M
est: 709.83M (+15.8%)
793.06M
786.86M – 808.55M
+11.7% YoY
854.34M
841.91M – 885.41M
+7.7% YoY
929.31M
916.48M – 942.14M
+8.8% YoY
968.90M
958.25M – 988.46M
+4.3% YoY
1.04B
1.02B – 1.06B
+7.0% YoY
Net Income
124.94M
est: 120.15M (+4.0%)
140.52M
est: 138.14M (+1.7%)
142.98M
est: 140.73M (+1.6%)
169.02M
est: 152.93M (+10.5%)
188.34M
est: 179.63M (+4.8%)
236.99M
est: 225.92M (+4.9%)
259.81M
est: 249.00M (+4.3%)
139.25M
est: 142.81M (-2.5%)
174.34M
est: 194.28M (-10.3%)
231.69M
est: 237.96M (-2.6%)
204.96M
est: 213.37M (-3.9%)
206.85M
est: 215.41M (-4.0%)
288.12M
est: 285.77M (+0.8%)
318.71M
est: 306.26M (+4.1%)
331.66M
est: 334.69M (-0.9%)
333.82M
est: 317.89M (+5.0%)
404.39M
est: 370.97M (+9.0%)
505.87M
est: 483.88M (+4.5%)
501.43M
est: 497.86M (+0.7%)
447.29M
est: 451.88M (-1.0%)
546.59M
est: 533.24M (+2.5%)
475.47M
est: 637.46M (-25.4%)
462.26M
est: 485.96M (-4.9%)
581.19M
est: 553.39M (+5.0%)
715.31M
est: 623.62M (+14.7%)
713.08M
707.14M – 787.81M
+14.3% YoY
852.38M
800.53M – 904.23M
+19.5% YoY
974.92M
916.97M – 1.03B
+14.4% YoY
1.19B
1.17B – 1.22B
+22.0% YoY
1.37B
1.35B – 1.41B
+15.3% YoY
SGA
176.10M
est: 168.98M (+4.2%)
146.97M
est: 144.44M (+1.8%)
146.43M
est: 144.10M (+1.6%)
161.52M
est: 146.38M (+10.3%)
167.10M
est: 159.53M (+4.7%)
184.81M
est: 175.55M (+5.3%)
211.24M
est: 208.67M (+1.2%)
222.77M
est: 280.30M (-20.5%)
163.08M
est: 209.46M (-22.1%)
115.82M
est: 200.22M (-42.2%)
127.28M
est: 542.23M (-76.5%)
125.56M
est: 282.09M (-55.5%)
169.26M
est: 281.22M (-39.8%)
150.28M
est: 258.97M (-42.0%)
163.75M
est: 300.82M (-45.6%)
182.79M
est: 300.91M (-39.3%)
222.72M
est: 337.45M (-34.0%)
224.67M
est: 365.68M (-38.6%)
219.14M
est: 377.48M (-41.9%)
254.93M
est: 421.12M (-39.5%)
264.65M
est: 431.27M (-38.6%)
281.42M
est: 479.35M (-41.3%)
262.78M
est: 334.16M (-21.4%)
270.43M
est: 357.31M (-24.3%)
678.31M
est: 385.00M (+76.2%)
430.15M
426.78M – 438.55M
+11.7% YoY
463.38M
456.64M – 480.23M
+7.7% YoY
504.05M
497.09M – 511.01M
+8.8% YoY
525.52M
519.75M – 536.13M
+4.3% YoY
562.09M
555.91M – 573.44M
+7.0% YoY
EPS
0.57
est: 0.51 (+11.8%)
0.65
est: 0.61 (+6.6%)
0.68
est: 0.65 (+4.6%)
0.82
est: 0.68 (+20.6%)
0.94
est: 0.84 (+11.9%)
1.20
est: 1.06 (+13.2%)
1.32
est: 1.27 (+3.9%)
0.73
est: 1.32 (-44.7%)
0.91
est: 0.96 (-5.2%)
1.23
est: 1.13 (+8.8%)
1.12
est: 1.22 (-8.2%)
1.19
est: 1.25 (-4.8%)
1.68
est: 1.35 (+24.4%)
1.89
est: 1.71 (+10.5%)
2.00
est: 1.96 (+2.0%)
2.07
est: 2.00 (+3.7%)
2.56
est: 2.35 (+9.2%)
3.23
est: 3.15 (+2.4%)
3.31
est: 3.25 (+1.7%)
3.05
est: 2.94 (+3.7%)
3.87
est: 3.76 (+3.0%)
3.49
est: 3.38 (+3.2%)
3.49
est: 3.86 (-9.5%)
4.47
est: 4.40 (+1.5%)
5.76
est: 4.99 (+15.3%)
5.93
5.65 – 6.29
+18.7% YoY
6.66
6.39 – 7.22
+12.4% YoY
7.71
7.32 – 8.25
+15.7% YoY
9.50
9.36 – 9.75
+23.2% YoY
10.95
10.79 – 11.24
+15.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Piper Sandler Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-27 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-26 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-22 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-21 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-20 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-19 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-18 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-15 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-14 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-13 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-12 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-11 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-28 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-27 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-24 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-23 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-22 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-21 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-20 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-17 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-15 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
685.50M
OE per share TTM
5.45
Owner's Yield
6.41%
Maintenance CapEx ratio
1.94%
Maint CapEx / Avg PPE
12.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
568
Total invested
7.06B
Insider transactions (90d)
5
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Alfred P. West, Jr. 24.70M 23.38% 19.33M 5.37M 19.33M 10.00 IN or Place of Organization 2003-04-16
2 W. Smith 14.52M 7.50% 2.43M 10.74M 3.78M IN States 2008-02-14
3 The Vanguard Group - 23-1945930 12.07M 8.65% 95.1K 11.84M 224.2K IA Pennsylvania For 2022-02-10
4 (1) BlackRock, Inc. 11.39M 8.20% 10.59M 11.39M HC Delaware 2022-02-07
5 J. Vassalluzzo 10.74M 5.50% 10.74M IN States 2008-02-14
6 2 9.38M 5.50% 8.73M 9.38M IA Delaware 2014-02-06
7 Morgan Stanley 7.10M 5.10% 13.00 6.97M 7.10M HC, CO 2022-02-11
8 Thomas N. Tryforos 5.76M 5.50% 7.3K 5.76M 7.3K 5.76M IN United States 2004-02-17
9 Scott J. Vassalluzo 5.76M 5.50% 5.76M 5.76M IN United States 2004-02-17
10 04-2683227 5.66M 3.32% 4.35M IA Massachusetts 2014-02-14
11 Thomas W. Smith 2.95M 1.50% 300.0K 2.65M 300.0K IN United States 2010-02-16
12 Scott J. Vassalluzzo 2.65M 1.40% 2.65M IN United States 2010-02-16
13 Steven M. Fischer 2.65M 1.40% 2.65M IN United States 2010-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
568
+9 vs prev Q
New positions
76
Closed positions
70
Increased
290
Reduced
177
Put/Call ratio
2.09
Calls held
43.6K
Puts held
91.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 11.07M -189.2K (-1.7%) 908.07M -47.4M (-5.0%) 9.06% +0.089 pp 0.01% -0.001 pp USD33.79 +142.7% 84 qtrs
2 BLACKROCK, INC. 9.64M +375.2K (+4.1%) 790.50M +4.6M (+0.6%) 7.89% +0.507 pp 0.01% 0.000 pp USD69.89 +17.4% 6 qtrs
3 LOOMIS SAYLES & CO L P 8.74M -231.4K (-2.6%) 717.23M -44.4M (-5.8%) 7.16% +0.005 pp 0.86% -0.041 pp USD43.48 +88.6% 60 qtrs
4 MORGAN STANLEY 5.08M -518.6K (-9.3%) 416.27M -58.4M (-12.3%) 4.15% -0.303 pp 0.02% -0.004 pp USD58.44 +40.3% 51 qtrs
5 STATE STREET CORP 4.28M -253.5K (-5.6%) 353.49M -31.4M (-8.2%) 3.51% -0.109 pp 0.01% -0.002 pp USD43.79 +87.3% 51 qtrs
6 BANK OF AMERICA CORP /DE/ 2.92M -198.7K (-6.4%) 239.69M -25.1M (-9.5%) 2.39% -0.095 pp 0.02% -0.001 pp USD55.95 +46.6% 52 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 2.89M +110.0K (+3.9%) 237.42M +1.1M (+0.5%) 2.37% +0.150 pp 0.01% 0.000 pp USD57.07 +43.7% 78 qtrs
8 LORD, ABBETT & CO. LLC 1.92M +309.0K (+19.2%) 157.26M +20.8M (+15.2%) 1.57% +0.288 pp 0.48% +0.076 pp USD84.01 -2.4% 4 qtrs
9 BEUTEL, GOODMAN & CO LTD. 1.88M -140.5K (-6.9%) 154.40M -17.3M (-10.1%) 1.54% -0.071 pp 0.95% -0.085 pp USD57.88 +41.7% 23 qtrs
10 DIMENSIONAL FUND ADVISORS LP 1.85M -9.9K (-0.5%) 152.00M -6.1M (-3.8%) 1.52% +0.032 pp 0.03% -0.002 pp USD55.70 +47.3% 51 qtrs
11 FIRST TRUST ADVISORS LP 1.80M +75.9K (+4.4%) 147.71M +1.3M (+0.9%) 1.47% +0.099 pp 0.11% -0.002 pp USD76.52 +7.2% 28 qtrs
12 INVESCO LTD. 1.73M +861.0 (+0.0%) 142.09M -4.8M (-3.3%) 1.42% +0.038 pp 0.02% -0.001 pp USD64.72 +26.7% 57 qtrs
13 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1.38M +37.2K (+2.8%) 113.27M -748.4K (-0.7%) 1.13% +0.060 pp 0.19% -0.013 pp USD80.68 +1.7% 27 qtrs
14 FMR LLC 1.34M -6.5K (-0.5%) 110.17M -4.3M (-3.8%) 1.10% +0.024 pp 0.01% 0.000 pp USD76.37 +7.4% 70 qtrs
15 BOSTON TRUST WALDEN CORP 1.08M -20.6K (-1.9%) 88.97M -4.8M (-5.1%) 0.89% +0.007 pp 0.67% -0.017 pp USD57.21 +43.4% 51 qtrs
16 BANK OF NEW YORK MELLON CORP 990.7K -23.3K (-2.3%) 81.25M -4.8M (-5.6%) 0.81% +0.003 pp 0.01% -0.002 pp USD32.93 +149.1% 66 qtrs
17 ROYCE & ASSOCIATES LP 906.3K +2.8K (+0.3%) 74.34M -2.3M (-3.0%) 0.74% +0.022 pp 0.75% -0.011 pp USD53.08 +54.5% 59 qtrs
18 NORTHERN TRUST CORP 891.5K -31.1K (-3.4%) 73.12M -5.2M (-6.6%) 0.73% -0.006 pp 0.01% -0.001 pp USD45.91 +78.7% 51 qtrs
19 AMERIPRISE FINANCIAL INC 821.5K +5.8K (+0.7%) 67.38M -1.8M (-2.6%) 0.67% +0.022 pp 0.02% -0.001 pp USD64.71 +26.8% 55 qtrs
20 FRANKLIN RESOURCES INC 818.7K +180.2K (+28.2%) 67.15M +13.0M (+23.9%) 0.67% +0.161 pp 0.02% +0.003 pp USD75.11 +9.2% 33 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 664.3K +1.9K (+0.3%) 54.49M -1.7M (-3.1%) 0.54% +0.016 pp 0.01% -0.001 pp USD51.03 +60.7% 100 qtrs
22 NORGES BANK 652.9K +652.9K (+100.0%) 53.55M +53.5M (+100.0%) 0.53% +0.534 pp 0.01% +0.006 pp USD82.02 +0.0% 1 qtrs NEW
23 PRANA CAPITAL MANAGEMENT, LP 651.2K -60.1K (-8.5%) 53.41M -6.9M (-11.5%) 0.53% -0.034 pp 1.94% -0.075 pp USD78.69 +4.2% 10 qtrs
24 CLARK CAPITAL MANAGEMENT GROUP, INC. 645.9K +619.3K (+2,333.2%) 52.97M +50.7M (+2,252.0%) 0.53% +0.507 pp 0.33% +0.311 pp USD82.09 -0.1% 5 qtrs
25 UBS GROUP AG 636.2K +192.5K (+43.4%) 52.18M +14.5M (+38.6%) 0.52% +0.167 pp 0.01% +0.003 pp USD77.62 +5.7% 45 qtrs
26 ROYAL BANK OF CANADA 611.2K -339.9K (-35.7%) 50.13M -30.6M (-37.9%) 0.50% -0.258 pp 0.01% -0.005 pp USD76.31 +7.5% 51 qtrs
27 AMERICAN CAPITAL MANAGEMENT INC 574.8K +9.7K (+1.7%) 47.15M -803.5K (-1.7%) 0.47% +0.020 pp 2.08% +0.170 pp USD66.18 +23.9% 54 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 563.2K -203.6K (-26.5%) 46.19M -18.9M (-29.0%) 0.46% -0.150 pp 0.05% -0.020 pp USD79.84 +2.7% 27 qtrs
29 RAYMOND JAMES FINANCIAL INC 532.4K +4.0K (+0.8%) 43.66M -1.2M (-2.6%) 0.44% +0.015 pp 0.01% -0.001 pp USD82.47 -0.5% 5 qtrs
30 519.3K +519.3K (+100.0%) 43.19M +43.2M (+100.0%) 0.43% +0.425 pp 0.12% +0.123 pp USD82.02 +0.0% 1 qtrs NEW
31 NATIXIS ADVISORS, L.P. 470.5K -40.6K (-7.9%) 38.59M -4.8M (-11.0%) 0.39% -0.022 pp 0.05% -0.009 pp USD50.45 +62.6% 57 qtrs
32 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 463.6K +133.7K (+40.5%) 38.03M +10.0M (+35.8%) 0.38% +0.117 pp 0.02% +0.005 pp USD75.87 +8.1% 10 qtrs
33 UBS ASSET MANAGEMENT AMERICAS INC 454.1K -429.6K (-48.6%) 37.25M -37.7M (-50.3%) 0.37% -0.333 pp 0.01% -0.008 pp USD66.22 +23.9% 81 qtrs
34 AQR CAPITAL MANAGEMENT LLC 451.9K -15.5K (-3.3%) 37.06M -2.6M (-6.5%) 0.37% -0.003 pp 0.02% -0.006 pp USD64.18 +27.8% 65 qtrs
35 JPMORGAN CHASE & CO 433.5K +52.3K (+13.7%) 35.55M +3.2M (+9.9%) 0.35% +0.051 pp 0.00% +0.000 pp USD64.20 +27.8% 51 qtrs
36 ENVESTNET ASSET MANAGEMENT INC 427.8K +66.4K (+18.4%) 35.09M +4.4M (+14.4%) 0.35% +0.062 pp 0.01% +0.002 pp USD62.27 +31.7% 51 qtrs
37 PROSHARE ADVISORS LLC 405.4K +15.7K (+4.0%) 33.25M +187.8K (+0.6%) 0.33% +0.021 pp 0.06% -0.011 pp USD63.29 +29.6% 76 qtrs
38 RENAISSANCE TECHNOLOGIES LLC 397.2K +10.3K (+2.7%) 32.58M -250.2K (-0.8%) 0.33% +0.017 pp 0.05% +0.007 pp USD80.78 +1.5% 37 qtrs
39 VICTORY CAPITAL MANAGEMENT INC 382.8K +247.7K (+183.2%) 31.40M +19.9M (+173.8%) 0.31% +0.206 pp 0.02% +0.011 pp USD74.49 +10.1% 45 qtrs
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 378.2K -28.0K (-6.9%) 31.02M -3.4M (-10.0%) 0.31% -0.014 pp 0.11% -0.007 pp USD72.48 +13.2% 24 qtrs
41 MILLENNIUM MANAGEMENT LLC 371.6K -284.1K (-43.3%) 30.48M -25.2M (-45.2%) 0.30% -0.218 pp 0.01% -0.011 pp USD75.83 +8.2% 61 qtrs
42 BRIDGEWATER ASSOCIATES, LP 345.9K +83.4K (+31.8%) 28.37M +6.1M (+27.4%) 0.28% +0.074 pp 0.10% +0.016 pp USD79.94 +2.6% 21 qtrs
43 MAN GROUP PLC 333.6K +19.4K (+6.2%) 27.36M +699.9K (+2.6%) 0.27% +0.023 pp 0.05% +0.000 pp USD73.28 +11.9% 32 qtrs
44 GOLDMAN SACHS GROUP INC 319.2K +78.9K (+32.8%) 26.18M +5.8M (+28.4%) 0.26% +0.070 pp 0.00% +0.001 pp USD77.27 +6.1% 73 qtrs
45 BARCLAYS PLC 311.8K +145.8K (+87.8%) 25.57M +14.1M (+122.6%) 0.26% +0.123 pp 0.01% +0.003 pp USD74.89 +9.5% 51 qtrs
46 THRIVENT FINANCIAL FOR LUTHERANS 311.6K +59.3K (+23.5%) 25.55M +4.2M (+19.4%) 0.26% +0.054 pp 0.05% +0.003 pp USD77.48 +5.9% 74 qtrs
47 RHUMBLINE ADVISERS 309.3K -16.9K (-5.2%) 25.37M -2.3M (-8.3%) 0.25% -0.007 pp 0.02% -0.002 pp USD40.94 +100.3% 55 qtrs
48 RETIREMENT SYSTEMS OF ALABAMA 287.9K -1.9K (-0.7%) 23.62M -977.7K (-4.0%) 0.24% +0.005 pp 0.08% -0.005 pp USD41.79 +96.3% 52 qtrs
49 JLB & ASSOCIATES INC 260.2K -6.3K (-2.4%) 21.34M -1.3M (-5.6%) 0.21% +0.001 pp 2.88% -0.095 pp USD55.12 +48.8% 35 qtrs
50 ALPS ADVISORS INC 223.1K -13.3K (-5.6%) 18.30M -1.8M (-8.8%) 0.18% -0.006 pp 0.11% -0.005 pp USD66.74 +22.9% 16 qtrs
51 AZORA CAPITAL LP 216.5K +216.5K (+100.0%) 17.75M +17.8M (+100.0%) 0.18% +0.177 pp 1.12% +1.118 pp USD82.02 +0.0% 4 qtrs
52 SWISS NATIONAL BANK 207.1K +2.0K (+1.0%) 16.99M -416.4K (-2.4%) 0.17% +0.006 pp 0.01% +0.000 pp USD89.76 -8.6% 3 qtrs
53 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 204.3K +153.5K (+302.1%) 16.75M +12.4M (+288.7%) 0.17% +0.127 pp 0.04% +0.030 pp USD83.78 -2.1% 3 qtrs
54 PRINCIPAL FINANCIAL GROUP INC 200.4K -8.6K (-4.1%) 16.43M -1.3M (-7.3%) 0.16% -0.003 pp 0.01% -0.001 pp USD41.75 +96.5% 81 qtrs
55 LEITH WHEELER INVESTMENT COUNSEL LTD. 196.4K -6.9K (-3.4%) 16.11M -1.1M (-6.6%) 0.16% -0.001 pp 1.21% +0.042 pp USD55.49 +47.8% 15 qtrs
56 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 193.7K -5.5K (-2.7%) 15.88M -1.0M (-6.0%) 0.16% 0.000 pp 0.01% -0.001 pp USD51.88 +58.1% 55 qtrs
57 LEGAL & GENERAL GROUP PLC 190.2K -39.7K (-17.3%) 15.60M -3.9M (-20.0%) 0.16% -0.028 pp 0.00% -0.001 pp USD46.88 +75.0% 75 qtrs
58 INTERVAL PARTNERS, LP 184.9K -19.0K (-9.3%) 15.17M -2.1M (-12.4%) 0.15% -0.011 pp 0.27% -0.011 pp USD65.68 +24.9% 22 qtrs
59 HSBC HOLDINGS PLC 180.7K +117.4K (+185.4%) 14.90M +9.5M (+178.5%) 0.15% +0.097 pp 0.01% +0.005 pp USD74.50 +10.1% 54 qtrs
60 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 179.6K +13.3K (+8.0%) 14.73M +619.6K (+4.4%) 0.15% +0.015 pp 0.10% +0.002 pp USD78.69 +4.2% 9 qtrs
61 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 178.4K +— (+0.0%) 14.64M -505.0K (-3.3%) 0.15% +0.004 pp 0.05% -0.002 pp USD83.85 -2.2% 107 qtrs
62 VESTCOR INC 174.3K +— (+0.0%) 14.30M -493.0K (-3.3%) 0.14% +0.004 pp 0.41% -0.034 pp USD58.37 +40.5% 19 qtrs
63 NUVEEN, LLC 173.3K -62.8K (-26.6%) 14.22M -5.8M (-29.0%) 0.14% -0.046 pp 0.00% -0.002 pp USD77.63 +5.7% 4 qtrs
64 MARKEL GROUP INC. 173.2K +— (+0.0%) 14.21M -490.2K (-3.3%) 0.14% +0.004 pp 0.11% -0.006 pp USD44.50 +84.3% 57 qtrs
65 FOYSTON, GORDON, & PAYNE INC 172.6K +17.1K (+11.0%) 14.16M +959.7K (+7.3%) 0.14% +0.017 pp 3.08% +0.200 pp USD67.09 +22.3% 15 qtrs
66 CITADEL ADVISORS LLC 152.3K -54.4K (-26.3%) 12.49M -5.0M (-28.8%) 0.12% -0.040 pp 0.00% -0.001 pp USD89.76 -8.6% 34 qtrs
67 ADVISOR GROUP HOLDINGS, INC. 150.1K +5.9K (+4.1%) 12.31M -368.8K (-2.9%) 0.12% +0.008 pp 0.02% +0.000 pp USD64.27 +27.6% 24 qtrs
68 ROCKEFELLER CAPITAL MANAGEMENT L.P. 150.0K +30.1K (+25.1%) 12.30M +2.1M (+21.0%) 0.12% +0.027 pp 0.02% +0.002 pp USD87.62 -6.4% 3 qtrs
69 JANNEY MONTGOMERY SCOTT LLC 148.9K +9.6K (+6.9%) 12.21M +395.0K (+3.3%) 0.12% +0.011 pp 0.03% +0.000 pp USD89.01 -7.9% 37 qtrs
70 LPL FINANCIAL LLC 148.1K +35.6K (+31.6%) 12.15M +2.6M (+27.2%) 0.12% +0.032 pp 0.00% +0.001 pp USD71.67 +14.4% 45 qtrs
71 SCHONFELD STRATEGIC ADVISORS LLC 147.3K -8.1K (-5.2%) 12.08M -1.1M (-8.4%) 0.12% -0.003 pp 0.05% -0.021 pp USD80.47 +1.9% 13 qtrs
72 KING LUTHER CAPITAL MANAGEMENT CORP 137.4K +12.7K (+10.2%) 11.27M +689.7K (+6.5%) 0.11% +0.013 pp 0.05% +0.002 pp USD81.70 +0.4% 5 qtrs
73 JANE STREET GROUP, LLC 137.2K +26.9K (+24.4%) 11.26M +1.9M (+20.3%) 0.11% +0.024 pp 0.00% +0.000 pp USD81.39 +0.8% 29 qtrs
74 M&G PLC 134.0K +11.5K (+9.4%) 10.99M +575.1K (+5.5%) 0.11% +0.012 pp 0.06% +0.001 pp USD84.61 -3.1% 2 qtrs
75 TOROSO INVESTMENTS, LLC 133.3K +28.1K (+26.7%) 10.94M +2.0M (+22.5%) 0.11% +0.025 pp 0.03% +0.008 pp USD87.41 -6.2% 3 qtrs
76 AMERICAN CENTURY COMPANIES INC 128.5K +16.4K (+14.6%) 10.54M +1.0M (+10.8%) 0.11% +0.016 pp 0.01% +0.001 pp USD70.46 +16.4% 41 qtrs
77 KLP KAPITALFORVALTNING AS 127.2K +300.0 (+0.2%) 10.49M -278.3K (-2.6%) 0.10% +0.003 pp 0.04% -0.002 pp USD82.48 -0.6% 5 qtrs
78 ALLIANCEBERNSTEIN L.P. 125.0K -5.0K (-3.8%) 10.25M -777.0K (-7.0%) 0.10% -0.001 pp 0.00% 0.000 pp USD53.79 +52.5% 61 qtrs
79 CAPITAL FUND MANAGEMENT S.A. 121.4K +26.1K (+27.4%) 9.96M +1.9M (+23.1%) 0.10% +0.023 pp 0.03% +0.007 pp USD84.44 -2.9% 10 qtrs
80 TEACHER RETIREMENT SYSTEM OF TEXAS 120.9K +18.6K (+18.2%) 9.92M +1.2M (+14.3%) 0.10% +0.018 pp 0.03% -0.001 pp USD72.86 +12.6% 26 qtrs
81 ENGINEERS GATE MANAGER LP 120.7K +23.6K (+24.3%) 9.90M +1.7M (+20.2%) 0.10% +0.021 pp 0.12% +0.023 pp USD84.88 -3.4% 24 qtrs
82 POINT72 ASSET MANAGEMENT, L.P. 118.7K +118.7K (+100.0%) 9.74M +9.7M (+100.0%) 0.10% +0.097 pp 0.01% +0.011 pp USD82.02 +0.0% 3 qtrs
83 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 116.4K -8.5K (-6.8%) 9.54M -1.0M (-9.9%) 0.10% -0.004 pp 0.02% -0.002 pp USD35.53 +130.8% 51 qtrs
84 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 111.8K -4.3K (-3.7%) 9.17M -684.0K (-6.9%) 0.09% -0.001 pp 0.02% -0.001 pp USD36.69 +123.5% 51 qtrs
85 TRUIST FINANCIAL CORP 111.3K +2.7K (+2.5%) 9.13M -88.4K (-1.0%) 0.09% +0.005 pp 0.01% 0.000 pp USD58.62 +39.9% 42 qtrs
86 TD ASSET MANAGEMENT INC 110.2K -1.0K (-0.9%) 9.04M -399.9K (-4.2%) 0.09% +0.002 pp 0.01% 0.000 pp USD55.03 +49.0% 50 qtrs
87 CREATIVE PLANNING 110.0K +68.6K (+165.8%) 9.03M +5.5M (+157.0%) 0.09% +0.057 pp 0.01% +0.004 pp USD81.72 +0.4% 57 qtrs
88 WELLS FARGO & COMPANY/MN 107.5K -12.1K (-10.1%) 8.81M -1.3M (-13.1%) 0.09% -0.007 pp 0.00% 0.000 pp USD77.00 +6.5% 57 qtrs
89 BANK OF MONTREAL /CAN/ 106.1K -1.6K (-1.5%) 8.70M -434.9K (-4.8%) 0.09% +0.001 pp 0.00% -0.001 pp USD62.40 +31.4% 51 qtrs
90 QUANTINNO CAPITAL MANAGEMENT LP 104.6K -47.3K (-31.2%) 8.58M -4.3M (-33.5%) 0.09% -0.035 pp 0.02% -0.018 pp USD83.70 -2.0% 11 qtrs
91 VAN ECK ASSOCIATES CORP 102.4K +1.4K (+1.4%) 8.40M -173.0K (-2.0%) 0.08% +0.003 pp 0.01% -0.001 pp USD78.52 +4.5% 25 qtrs
92 HAHN CAPITAL MANAGEMENT LLC 101.9K -6.5K (-6.0%) 8.36M -839.0K (-9.1%) 0.08% -0.003 pp 4.51% +0.100 pp USD54.49 +50.5% 86 qtrs
93 SCHRODER INVESTMENT MANAGEMENT GROUP 100.4K +662.0 (+0.7%) 8.35M -170.3K (-2.0%) 0.08% +0.003 pp 0.01% 0.000 pp USD72.79 +12.7% 51 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 99.0K -198.0 (-0.2%) 8.12M -297.0K (-3.5%) 0.08% +0.002 pp 0.01% -0.001 pp USD40.42 +102.9% 52 qtrs
95 STIFEL FINANCIAL CORP 96.7K +64.5K (+200.8%) 7.93M +5.2M (+190.8%) 0.08% +0.054 pp 0.01% +0.005 pp USD79.88 +2.7% 48 qtrs
96 KATHMERE CAPITAL MANAGEMENT, LLC 92.9K -88.0 (-0.1%) 7.62M -270.5K (-3.4%) 0.08% +0.002 pp 0.51% -0.047 pp USD88.84 -7.7% 3 qtrs
97 STATE OF WISCONSIN INVESTMENT BOARD 88.4K +2.8K (+3.2%) 7.25M -16.2K (-0.2%) 0.07% +0.004 pp 0.02% -0.001 pp USD60.88 +34.7% 51 qtrs
98 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 87.8K -43.5K (-33.1%) 7.20M -3.9M (-35.3%) 0.07% -0.033 pp 0.01% -0.006 pp USD77.14 +6.3% 41 qtrs
99 MARTINGALE ASSET MANAGEMENT L P 85.8K -131.1K (-60.5%) 7.03M -11.4M (-61.8%) 0.07% -0.103 pp 0.18% -0.284 pp USD77.03 +6.5% 8 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.60
Neutral
Ratio by volume
0.52
Neutral
Buys
6
Sells
10
Shares acquired
49.0K
Shares disposed
93.5K
Cash buys
Cash sales
6.00
Net activity
-44,500
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-04 MCCARTHY KATHRYN Director M-Exempt A Common Stock 5,000 49.63 248.2K 87,883 D
2026-04-28 Warner Mark Andrew Officer M-Exempt A Common Stock 4,000 48.47 193.9K 4,921 D
2026-04-23 Sharma Sanjay Officer S-Sale D Common Stock 1,559 90.73 141.4K 39,829 D
2026-04-23 Peterson Michael Officer M-Exempt D Option to Purchase Common Stock 10,000 48.47 484.7K 0 D
2026-04-23 McCabe Philip Officer S-Sale D Common Stock 15,000 91.82 1.38M 54,884 D
2026-03-31 Hicke Ryan Director / Officer 0 0.00 0
2026-03-18 Denham Sean Officer F-InKind D Common Stock 7,673 78.77 604.4K 57,758 D
2026-03-11 WEST ALFRED P JR Other S-Sale D Common Stock 6,076 79.11 480.7K 6,877,154 D
2026-03-10 WEST ALFRED P JR Other S-Sale D Common Stock 178 78.88 14.0K 6,938,052 D
2026-02-25 Warner Mark Andrew Other A-Award A Common Stock 2,000 71.12 142.2K 2,921 D
2026-01-29 Hicke Ryan Director / Officer M-Exempt D Option to Purchase Common Stock 17,500 56.54 989.5K 57,500 D
2026-01-01 WEST ALFRED P JR Other F-InKind D Common Stock 3,482 82.02 285.6K 6,938,230 D
2025-12-30 ROMEO CARMEN Director G-Gift D COMMON STOCK 15,500 0.00 1,560,293 D
2025-12-22 DORAN WILLIAM Director S-Sale D Common Stock 7,000 83.85 587.0K 623,802 D
2025-12-12 Sharma Sanjay Officer A-Award A Option to Purchase Common Stock 47,000 83.00 3.90M 47,000 D
2025-12-12 Risi Karin A. Director A-Award A Common Stock 2,266 0.00 4,342 D
2025-12-12 ROMEO CARMEN Director A-Award A COMMON STOCK 2,266 0.00 1,575,793 D
2025-12-12 Peterson Michael Officer A-Award A Common Stock 7,711 0.00 21,211 D
2025-12-12 Naratil Thomas C. Director A-Award A Common Stock 2,266 0.00 4,342 D
2025-12-12 McCabe Philip Officer A-Award A Option to Purchase Common Stock 47,000 83.00 3.90M 47,000 D
2025-12-12 MCCARTHY KATHRYN Director A-Award A Common Stock 2,266 0.00 77,907 D
2025-12-12 LANE MICHAEL Officer A-Award A Option to Purchase Common Stock 49,650 83.00 4.12M 49,650 D
2025-12-12 Hicke Ryan Director / Officer A-Award A Common Stock 25,904 0.00 197,164 D
2025-12-12 GUARINO CARL Director A-Award A Common Stock 2,266 0.00 18,308 D
2025-12-12 Denham Sean Officer A-Award A Option to Purchase Common Stock 49,000 83.00 4.07M 49,000 D
2025-12-12 DORAN WILLIAM Director A-Award A Common Stock 2,266 0.00 630,802 D
2025-12-12 Brassington Jonathan Director A-Award A Common Stock 2,266 0.00 6,207 D
2025-12-11 Peterson Michael Officer D STOCK OPTION (RIGHT TO PURCHASE) 20,000 48.47 969.4K 0
2025-12-05 Warner Mark Andrew Other F-InKind D Common Stock 379 81.25 30.8K 921 D
2025-12-05 WEST ALFRED P JR Director / Officer F-InKind D Common Stock 1,100 81.25 89.4K 6,941,712 D
2025-12-05 Peterson Michael Officer F-InKind D Common Stock 1,063 81.25 86.4K 20,148 D
2025-12-05 McCabe Philip Officer F-InKind D Common Stock 1,094 81.25 88.9K 69,884 D
2025-12-05 MCCARTHY KATHRYN Director F-InKind D Common Stock 24 81.25 2.0K 77,883 D
2025-12-04 McCabe Philip Officer M-Exempt A Common Stock 12,000 53.34 640.1K 74,544 D
2025-12-03 WEST ALFRED P JR Director / Officer M-Exempt D STOCK OPTION (RIGHT TO PURCHASE) 30,000 53.34 1.60M 0 D
2025-11-17 DORAN WILLIAM Director M-Exempt D Common Stock (right to purchase) 5,000 53.34 266.7K 0 D
2025-11-12 Peterson Michael Officer M-Exempt A Common Stock 25,000 54.34 1.36M 38,500 D
2025-11-11 ROMEO CARMEN Director S-Sale D COMMON STOCK 5,000 84.01 420.1K 1,573,527 D
2025-10-24 McCabe Philip Officer M-Exempt A Common Stock 12,000 53.34 640.1K 62,544 D
2025-09-29 MCCARTHY KATHRYN Director M-Exempt A Common Stock 10,000 53.34 533.4K 85,641 D
2025-09-23 GUARINO CARL Director M-Exempt A Common Stock 10,000 53.34 533.4K 26,042 D
2025-09-16 LANE MICHAEL Officer F-InKind D Common Stock 3,935 86.60 340.8K 33,065 D
2025-08-19 Hicke Ryan Director / Officer M-Exempt A Common Stock 17,500 49.63 868.5K 206,260 D
2025-08-07 Peterson Michael Officer M-Exempt A Common Stock 7,089 61.81 438.2K 20,589 D
2025-08-05 Peterson Michael Officer M-Exempt A Common Stock 684 61.81 42.3K 14,184 D
2025-07-31 Peterson Michael Officer M-Exempt A Common Stock 4,727 61.81 292.2K 18,227 D
2025-07-29 Warner Mark Andrew Other M-Exempt A Common Stock 5,000 49.63 248.2K 6,300 D
2025-07-22 Risi Karin A. Director A-Award A Common Stock 2,076 0.00 2,076 D
2025-07-22 Naratil Thomas C. Director 0 0.00 0
2025-05-29 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 64,498 84.26 5.43M 6,939,210 D
2025-05-28 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 75,000 85.78 6.43M 7,003,708 D
2025-05-15 Peterson Michael Officer M-Exempt A Common Stock 12,500 60.46 755.8K 63,500 D
2025-05-14 Sharma Sanjay Officer M-Exempt A Common Stock 20,000 53.34 1.07M 43,895 D
2025-05-14 Hicke Ryan Officer M-Exempt A Common Stock 24,000 53.34 1.28M 192,260 D
2025-03-31 Hicke Ryan Officer F-InKind D Common Stock 4,349 77.11 335.4K 168,260 D
2025-03-18 Denham Sean Officer F-InKind D Common Stock 7,823 74.96 586.4K 52,177 D
2025-03-05 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 1,372 76.28 104.7K 7,078,708 D
2025-03-04 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 18,427 75.77 1.40M 7,141,653 D
2025-03-03 Warner Mark Andrew Other M-Exempt A Common Stock 2,500 53.34 133.4K 3,800 D
2025-03-03 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 31,821 78.82 2.51M 7,201,101 D
2024-12-31 ROMEO CARMEN Director G-Gift D COMMON STOCK 6,300 0.00 1,573,527 D
2024-12-31 DORAN WILLIAM Director G-Gift D Common Stock 47,500 0.00 618,536 D
2024-12-16 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 13,632 84.72 1.15M 7,271,332 D
2024-12-13 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 500 87.25 43.6K 7,284,964 D
2024-12-12 WEST ALFRED P JR Director / Officer A-Award A Common Stock 7,600 0.00 7,379,122 D
2024-12-12 Sharma Sanjay Officer A-Award A Option to Purchase Common Stock 36,000 86.58 3.12M 36,000 D
2024-12-12 ROMEO CARMEN Director A-Award A Common Stock 2,175 0.00 1,579,827 D
2024-12-12 Peterson Michael Officer A-Award A Option to Purchase Common Stock 36,000 86.58 3.12M 36,000 D
2024-12-12 McCabe Philip Officer A-Award A Option to Purchase Common Stock 36,000 86.58 3.12M 36,000 D
2024-12-12 MILLER STEPHANIE D. Director A-Award A Common Stock 2,175 0.00 3,941 D
2024-12-12 MCCARTHY KATHRYN Director A-Award A Common Stock 2,175 0.00 75,641 D
2024-12-12 LANE MICHAEL Officer A-Award A Option to Purchase Common Stock 36,000 86.58 3.12M 36,000 D
2024-12-12 Hicke Ryan Officer A-Award A Common Stock 25,000 0.00 172,609 D
2024-12-12 GUARINO CARL Director A-Award A Common Stock 2,175 0.00 16,042 D
2024-12-12 Denham Sean Officer A-Award A Option to Purchase Common Stock 22,500 86.58 1.95M 22,500 D
2024-12-12 DORAN WILLIAM Director A-Award A Common Stock 2,175 0.00 663,561 D
2024-12-12 Brassington Jonathan Director A-Award A Common Stock 2,175 0.00 3,941 D
2024-12-06 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 5,984 84.23 504.0K 7,371,522 D
2024-12-04 WEST ALFRED P JR Director / Officer / 10% Owner M-Exempt A Common Stock 35,000 40.64 1.42M 7,396,516 D
2024-11-26 DORAN WILLIAM Director S-Sale D Common Stock 5,000 81.80 409.0K 661,386 D
2024-11-20 DORAN WILLIAM Director M-Exempt D Option to Purchase Common Stock 5,000 40.64 203.2K 0 D
2024-11-11 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 7,099 80.81 573.7K 7,361,516 D
2024-11-08 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 100,000 80.26 8.03M 7,368,615 D
2024-11-07 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 30,000 80.24 2.41M 7,468,615 D
2024-11-06 ROMEO CARMEN Director M-Exempt A COMMON STOCK 5,000 40.64 203.2K 1,582,652 D
2024-11-06 Peterson Michael Officer M-Exempt A Common Stock 10,000 64.43 644.3K 16,500 D
2024-10-28 McCabe Philip Officer M-Exempt D Option to Purchase Common Stock 10,500 40.64 426.7K 0 D
2024-10-28 GUARINO CARL Director M-Exempt A Common Stock 10,000 40.64 406.4K 21,431 D
2024-10-25 Peterson Michael Officer M-Exempt D Option to Purchase Common Stock 25,000 55.73 1.39M 0 D
2024-10-25 Hicke Ryan Director / Officer M-Exempt D Option to Purchase Common Stock 10,000 40.64 406.4K 0 D
2024-09-30 McCabe Philip Officer M-Exempt A Common Stock 10,500 40.64 426.7K 43,544 D
2024-09-16 LANE MICHAEL Officer 0 0.00 0
2024-08-29 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 5,670 67.50 382.7K 7,498,615
2024-08-28 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 61,000 67.36 4.11M 7,504,285
2024-08-27 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 40,129 66.90 2.68M 7,565,285
2024-08-26 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 44,163 67.55 2.98M 7,605,414
2024-08-23 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 27,419 67.48 1.85M 7,649,577
2024-08-22 Hicke Ryan Officer M-Exempt A Common Stock 10,000 40.64 406.4K 147,609
2024-06-24 DORAN WILLIAM Director S-Sale D Common Stock 5,000 67.04 335.2K 656,386
2024-05-14 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 475 67.91 32.3K 7,676,996
2024-05-13 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 48,000 68.09 3.27M 7,677,471
2024-05-10 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 70,000 68.60 4.80M 7,725,471
2024-05-09 WEST ALFRED P JR Director / Officer S-Sale D Common Stock 70,000 68.62 4.80M 7,795,471
2024-03-28 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 19,363 72.14 1.40M 7,865,471
2024-03-26 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 150,000 70.75 10.61M 7,884,834
2024-03-18 Denham Sean Officer A-Award A Option to Purchase Common Stock 22,500 62.00 1.40M 22,500
2024-03-08 KLAUDER PAUL Officer S-Sale D Common Stock 2,000 69.80 139.6K 20,752
2024-02-29 KLAUDER PAUL Officer D Option to Purchase Common Stock 25,000 60.46 1.51M 0
2024-02-29 CIPRIANO JAMES Officer D Option to Purchase Common Stock 17,000 48.47 824.0K 0
2024-02-23 Warner Mark Andrew Other S-Sale D Common Stock 3,000 67.31 201.9K 1,300
2024-02-12 Sharma Sanjay Officer M-Exempt D Option to Purchase Common Stock 7,500 40.64 304.8K 0
2024-02-07 WITHROW WAYNE Officer M-Exempt A Common Stock 15,000 53.34 800.1K 70,399
2024-02-06 WITHROW WAYNE Officer S-Sale D Common Stock 700 65.90 46.1K 55,399
2024-02-05 WITHROW WAYNE Officer M-Exempt A Common Stock 17,330 40.64 704.3K 72,729
2023-12-29 ROMEO CARMEN Director G-Gift D COMMON STOCK 12,700 0.00 1,577,652
2023-12-27 DORAN WILLIAM Director G-Gift D Common Stock 4,725 0.00 661,386
2023-12-26 DORAN WILLIAM Director G-Gift D Common Stock 7,500 0.00 666,111
2023-12-15 WEST ALFRED P JR Director / Officer / 10% Owner A-Award A Common Stock 4,000 0.00 8,034,834
2023-12-15 Sharma Sanjay Officer A-Award A Common Stock 4,000 0.00 16,895
2023-12-15 ROMEO CARMEN Director A-Award A Common Stock 1,000 0.00 1,590,352
2023-12-15 Peterson Michael Officer A-Award A Common Stock 4,000 0.00 6,500
2023-12-15 McCabe Philip Officer A-Award A Option to Purchase Common Stock 12,500 62.00 775.0K 12,500
2023-12-15 MILLER STEPHANIE D. Director A-Award A Option to Purchase Common Stock 4,000 62.00 248.0K 4,000
2023-12-15 MCCARTHY KATHRYN Director A-Award A Option to Purchase Common Stock 4,000 62.00 248.0K 4,000
2023-12-15 Hicke Ryan Director / Officer A-Award A Option to Purchase Common Stock 50,000 62.00 3.10M 50,000
2023-12-15 GUARINO CARL Director A-Award A Option to Purchase Common Stock 4,000 62.00 248.0K 4,000
2023-12-15 DORAN WILLIAM Director A-Award A Common Stock 1,000 0.00 673,611
2023-12-15 Brassington Jonathan Director A-Award A Option to Purchase Common Stock 4,000 62.00 248.0K 4,000
2023-12-05 DORAN WILLIAM Director M-Exempt A Common Stock 10,000 33.76 337.6K 672,611
2023-12-04 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 4,500 59.96 269.8K 8,031,034
2023-12-01 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 29,343 59.78 1.75M 8,029,315
2023-12-01 ROMEO CARMEN Director M-Exempt D STOCK OPTION (RIGHT TO PURCHASE) 5,000 33.76 168.8K 0
2023-11-22 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 18,559 57.91 1.07M 8,019,877
2023-11-21 WITHROW WAYNE Officer M-Exempt D Option to Purchase Common Stock 8,924 33.76 301.3K 0
2023-11-21 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 90,478 57.85 5.23M 8,038,436
2023-11-20 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 49,946 58.24 2.91M 8,128,914
2023-11-17 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 48,159 58.00 2.79M 8,178,860
2023-11-02 Hicke Ryan Officer M-Exempt D Option to Purchase Common Stock 5,000 33.76 168.8K 0
2023-10-27 McCabe Philip Officer M-Exempt A Common Stock 12,500 33.76 422.0K 29,044
2023-10-24 MILLER STEPHANIE D. Director A-Award A Option to Purchase Common Stock 3,750 54.51 204.4K 3,750
2023-09-20 WITHROW WAYNE Officer M-Exempt A Common Stock 10,000 33.76 337.6K 65,399
2023-09-19 WITHROW WAYNE Officer M-Exempt D Option to Purchase Common Stock 1,076 33.76 36.3K 18,924
2023-09-19 Peterson Michael Officer S-Sale D Common Stock 25,000 61.29 1.53M 2,500
2023-09-13 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 43,192 60.14 2.60M 8,227,019
2023-09-12 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 69,540 60.49 4.21M 8,271,111
2023-09-11 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 18,808 61.02 1.15M 8,340,651
2023-09-08 MCCARTHY KATHRYN Director M-Exempt A Option to Purchase Common Stock 10,000 40.64 406.4K 0
2023-08-30 MCGONIGLE DENNIS Officer M-Exempt D Option to Purchase Common Stock 15,000 33.76 506.4K 0
2023-07-28 Peterson Michael Officer M-Exempt A Common Stock 10,000 48.47 484.7K 12,500
2023-07-27 WITHROW WAYNE Officer M-Exempt A Common Stock 10,000 33.76 337.6K 65,399
2023-06-28 Hicke Ryan Director / Officer S-Sale D Common Stock 23 58.68 1.4K 82,609
2023-06-23 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 60,270 56.96 3.43M 8,359,459
2023-06-22 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 41,304 57.68 2.38M 8,419,729
2023-06-21 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 58,687 58.68 3.44M 8,461,033
2023-06-20 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 46,647 58.99 2.75M 8,519,720
2023-04-04 WEST ALFRED P JR Director / Officer / 10% Owner G-Gift D Common Stock 1,761 0.00 8,566,367
2023-03-31 Warner Mark Andrew Officer D STOCK OPTION RIGHT TO PURCHASE 13,500 61.81 834.4K 0
2023-03-29 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 15,659 56.06 877.8K 8,568,128
2023-03-27 McCabe Philip Officer M-Exempt D Option to Purchase Common Stock 12,500 33.76 422.0K 0
2023-03-11 Hicke Ryan Director / Officer I Common Stock 0 0.00 6,812
2023-02-21 BLUMENSTEIN SARAH Director M-Exempt D Option to Purchase Common Stock 5,000 56.54 282.7K 0
2023-02-17 BLUMENSTEIN SARAH Director M-Exempt D Option to Purchase Common Stock 4,454 40.64 181.0K 546
2023-02-09 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 17 63.59 1.1K 8,783,649
2023-02-08 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 11,040 63.42 700.2K 8,839,743
2023-02-07 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 32,325 63.25 2.04M 8,873,288
2023-02-06 WEST ALFRED P JR Director / Officer / 10% Owner S-Sale D Common Stock 35,936 63.39 2.28M 8,905,613
2023-02-06 DORAN WILLIAM Director G-Gift D Common Stock 320 0.00 662,611
2023-02-02 Sharma Sanjay Officer M-Exempt A Common Stock 4,500 33.76 151.9K 14,165 D
2023-01-24 Sharma Sanjay Officer Option to Purchase Common Stock 10,000 64.43 644.3K 0 D
2023-01-24 McCabe Philip Officer D Option to Purchase Common Stock 37,500 56.54 2.12M 0
2022-12-31 Hicke Ryan Director / Officer I Common Stock 0 0.00 1,171
2022-12-28 WITHROW WAYNE Officer G-Gift D Common Stock 900 0.00 35,399
2022-12-28 MCGONIGLE DENNIS Officer G-Gift D Common Stock 2,500 0.00 574,163
2022-12-28 DORAN WILLIAM Director G-Gift D Common Stock 7,750 0.00 662,165
2022-12-23 ROMEO CARMEN Director G-Gift D Common Stock 6,600 0.00 1,589,352
2022-12-21 MCCARTHY KATHRYN Director M-Exempt A Common Stock 10,000 33.76 337.6K 81,700
2022-12-19 WEST ALFRED P JR Officer S-Sale D Common Stock 200 56.72 11.3K 8,948,224
2022-12-16 WITHROW WAYNE Officer G-Gift D Common Stock 2,500 0.00 36,299
2022-12-16 WEST ALFRED P JR Officer S-Sale D Common Stock 100,000 58.03 5.80M 8,948,424
2022-12-15 WEST ALFRED P JR Officer S-Sale D Common Stock 200 60.06 12.0K 9,048,424
2022-12-14 WEST ALFRED P JR Officer S-Sale D Common Stock 35,368 60.68 2.15M 9,076,424
2022-12-09 Barr Kevin Officer M-Exempt A Option to Purchase Common Stock 30,000 0.00 0
2022-12-06 DORAN WILLIAM Director M-Exempt A Option to Purchase Common Stock 10,000 0.00 0
2022-12-06 Barr Kevin Officer S-Sale D Common Stock 10,000 62.00 620.0K 174,741
2022-12-05 WITHROW WAYNE Officer A-Award A Common Stock 20,000 0.00 55,399
2022-12-05 WEST ALFRED P JR Director / Officer / 10% Owner A-Award A Common Stock 2,500 0.00 8,784,166
2022-12-05 Peterson Michael Officer A-Award A Option to Purchase Common Stock 12,500 61.81 772.6K 12,500
2022-12-05 MCGONIGLE DENNIS Officer A-Award A Common Stock 20,000 0.00 594,163
2022-12-05 MCCARTHY KATHRYN Director A-Award A Option to Purchase Common Stock 3,750 61.81 231.8K 3,750
2022-12-05 Hicke Ryan Director / Officer A-Award A Option to Purchase Common Stock 50,000 61.81 3.09M 0
2022-12-05 GUARINO CARL Director A-Award A Option to Purchase Common Stock 3,750 61.81 231.8K 3,750
2022-12-05 DORAN WILLIAM Director A-Award A Common Stock 766 0.00 662,931
2022-12-05 Brassington Jonathan Director A-Award A Option to Purchase Common Stock 3,750 61.81 231.8K 3,750
2022-12-05 BLUMENSTEIN SARAH Director A-Award A Option to Purchase Common Stock 3,750 61.81 231.8K 3,750
2022-12-01 Hicke Ryan Director / Officer M-Exempt D Option to Purchase Common Stock 12,500 28.28 353.5K 0
2022-11-18 HEILIG KATHY Officer M-Exempt A Common Stock 12,400 40.64 503.9K 14,291
2022-11-17 HEILIG KATHY Officer M-Exempt D Option to Purchase Common Stock 100 0.00 12,400
2022-11-16 WEST ALFRED P JR Officer M-Exempt A Common Stock 50,000 22.45 1.12M 9,111,792
2022-11-01 WITHROW WAYNE Officer S-Sale D COMMON STOCK 15,000 54.51 817.7K 38,799
2022-09-16 WEST ALFRED P JR 10% Owner S-Sale D COMMON STOCK 75,000 53.68 4.03M 9,061,792

Executive team

Top executives
EBIT / Employee
162.3K
Shares Outstanding
120.27M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ryan P. Hicke Chief Executive Officer 850.0K 2.15M 6.60M 2.20M 19.2K 11.82M 74.03%
2 2025 Sean J. Denham Chief Financial and Chief Operating Officer 750.0K 1.10M 1.12M 1.87M 19.7K 4.86M 45.67%
3 2025 Sanjay K. Sharma Executive Vice President — CEO of SEI International and Global Head of Private Banking 650.0K 1.32M 1.08M 1.10M 19.7K 4.17M 57.54%
4 2025 Michael F. Lane Executive Vice President — Head of Global Asset Management 700.0K 740.0K 1.13M 1.50M 20.7K 4.09M 45.77%
5 2025 Philip N. McCabe Executive Vice President — Head of Investment Managers 650.0K 700.0K 1.08M 1.10M 20.9K 3.55M 50.11%
6 2024 Ryan P. Hicke Chief Executive Officer 850.0K 2.16M 3.53M 2.20M 19.0K 8.77M 64.99%
7 2024 Sean J. Denham Executive Vice President and Chief Financial Officer 591.3K 4.39M 928.7K 1.48M 18.1K 7.41M 71.80%
8 2024 Sean J. Denham Chief Financial and Chief Operating Officer 591.3K 4.39M 928.7K 1.48M 18.1K 7.41M 71.80%
9 2024 Michael F. Lane Executive Vice President — Head of Global Asset Management 201.9K 2.63M 1.20M 600.0K 1.6K 4.63M 82.65%
10 2024 Michael F. Lane Executive Vice President > Head of Global Asset Management 201.9K 2.63M 1.20M 600.0K 1.6K 4.63M 82.65%
11 2024 Michael N. Peterson Executive Vice President and General Counsel 650.0K 606.1K 859.7K 1.10M 20.5K 3.24M 45.29%
12 2024 Philip N. McCabe Executive Vice President — Head of Investment Managers 650.0K 606.1K 847.8K 1.10M 20.7K 3.22M 45.09%
13 2024 Philip N. McCabe Executive Vice President > Investment Managers 650.0K 606.1K 847.8K 1.10M 20.7K 3.22M 45.09%
14 2024 Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer 234.2K 498.3K 234.9K 967.5K 0.00%
15 2023 Ryan P. Hicke Chief Executive Officer 750.0K 1.86M 1.56M 1.75M 18.4K 5.93M 57.56%
16 2023 Wayne M. Withrow Executive Vice President > Head of Global Asset Management 700.0K 1.05M 3.82M 5.57M 0.00%
17 2023 Alfred P. West, Jr. Executive Chairman 750.0K 248.0K 389.0K 990.0K 23.6K 2.40M 26.54%
18 2023 Philip N. McCabe Executive Vice President > Investment Managers 650.0K 248.0K 389.0K 900.0K 20.1K 2.21M 28.86%
19 2023 Philip N. McCabe Executive Vice President — Head of Investment Managers 650.0K 248.0K 389.0K 900.0K 20.1K 2.21M 28.86%
20 2023 Michael N. Peterson Executive Vice President and General Counsel 650.0K 248.0K 389.0K 765.0K 6.7K 2.06M 30.94%
21 2023 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 700.0K 1.30M 22.3K 2.02M 0.00%
22 2023 Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer 700.0K 1.30M 22.3K 2.02M 0.00%
23 2022 Ryan P. Hicke Chief Executive Officer 688.3K 2.31M 1.80M 1.58M 32.6K 6.40M 64.14%
24 2022 Wayne M. Withrow Executive Vice President > Head of Global Asset Management 618.8K 1.24M 1.35M 1.08M 34.6K 4.32M 59.88%
25 2022 Wayne M. Withrow Executive Vice President > Investment Advisors 618.8K 1.24M 1.35M 1.08M 34.6K 4.32M 59.88%
26 2022 Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer 642.7K 1.05M 1.35M 1.17M 31.3K 4.24M 56.55%
27 2022 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 642.7K 1.05M 1.35M 1.17M 31.3K 4.24M 56.55%
28 2022 Kevin P. Barr Former Executive Vice President > Investment Management 600.0K 2.43M 3.03M 0.00%
29 2022 Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer 750.0K 154.5K 540.3K 990.0K 34.8K 2.47M 28.13%
30 2022 Alfred P. West, Jr. Executive Chairman 750.0K 154.5K 540.3K 990.0K 34.8K 2.47M 28.13%
31 2022 Philip N. McCabe Executive Vice President > Investment Managers 609.4K 154.5K 540.3K 1.05M 31.3K 2.39M 29.13%
32 2022 Michael N. Peterson Executive Vice President and General Counsel 568.8K 154.5K 450.3K 765.0K 34.9K 1.97M 30.64%
33 2021 Alfred P. West, Jr. Executive Chairman 750.0K 373.6K 1.21M 33.6K 2.37M 15.78%
34 2021 Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer 750.0K 373.6K 1.21M 33.6K 2.37M 15.78%
35 2021 Wayne M. Withrow Executive Vice President > Investment Advisors 600.0K 597.8K 960.0K 33.4K 2.19M 27.28%
36 2021 Wayne M. Withrow Executive Vice President > Head of Global Asset Management 600.0K 597.8K 960.0K 33.4K 2.19M 27.28%
37 2021 Philip N. McCabe Executive Vice President > Investment Managers 600.0K 373.6K 960.0K 28.9K 1.96M 19.04%
38 2021 Ryan P. Hicke Chief Executive Officer 600.0K 373.6K 880.0K 73.6K 1.93M 19.39%
39 2021 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 600.0K 373.6K 880.0K 30.1K 1.88M 19.83%
40 2021 Kevin P. Barr Former Executive Vice President > Investment Management 600.0K 373.6K 800.0K 25.2K 1.80M 20.77%
41 2020 Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer 778.8K 1.01M 1.10M 40.9K 2.93M 34.56%
42 2020 Philip N. McCabe Executive Vice President > Investment Managers 623.1K 1.01M 920.0K 28.2K 2.59M 39.22%
43 2020 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 623.1K 1.01M 800.0K 32.7K 2.47M 41.06%
44 2020 Ryan P. Hicke Chief Executive Officer 623.1K 1.01M 800.0K 30.8K 2.47M 41.09%
45 2020 Kevin P. Barr Former Executive Vice President > Investment Management 623.1K 1.01M 765.0K 23.5K 2.43M 41.80%
46 2020 Wayne M. Withrow Executive Vice President > Investment Advisors 623.1K 1.01M 720.0K 32.7K 2.39M 42.43%
47 2018 Michael N. Peterson Executive Vice President > Legal 272.6K 3.44M 750.0K 270.5K 4.73M 72.68%
48 2018 Stephen G. Meyer Executive Vice President > Investment Managers 600.0K 574.9K 1.08M 30.0K 2.28M 25.21%
49 2018 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 650.0K 319.4K 1.10M 35.7K 2.11M 15.17%
50 2018 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 550.0K 319.4K 850.0K 31.1K 1.75M 18.25%
51 2018 Ryan P. Hicke Executive Vice President > Technology 500.0K 447.1K 700.0K 29.3K 1.68M 26.67%
52 2017 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 600.0K 341.6K 1.05M 35.4K 2.03M 16.85%
53 2017 Stephen G. Meyer Executive Vice President > Investment Managers 525.0K 427.0K 1.04M 29.6K 2.02M 21.12%
54 2017 Kevin P. Barr Executive Vice President > Investment Management 500.0K 840.0K 341.6K 22.2K 1.70M 20.05%
55 2017 Wayne M. Withrow Executive Vice President > Investment Advisors 500.0K 813.8K 341.6K 31.9K 1.69M 20.25%
56 2017 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 475.0K 427.0K 750.0K 30.6K 1.68M 25.38%
57 2016 Stephen G. Meyer Executive Vice President > Investment Managers 475.0K 932.6K 975.0K 27.8K 2.41M 38.69%
58 2016 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 550.0K 435.2K 1.00M 33.9K 2.02M 21.55%
59 2016 Kevin P. Barr Executive Vice President > Investment Management 475.0K 775.0K 373.1K 23.5K 1.65M 22.66%
60 2016 Wayne M. Withrow Executive Vice President > Investment Advisors 475.0K 815.0K 310.9K 30.1K 1.63M 19.06%
61 2016 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 450.0K 310.9K 735.0K 46.5K 1.54M 20.16%
62 2015 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 500.0K 800.0K 364.7K 34.0K 1.70M 21.47%
63 2015 Wayne M. Withrow Executive Vice President > Investment Advisors 400.0K 761.3K 364.7K 30.1K 1.56M 23.44%
64 2015 Kevin P. Barr Executive Vice President > Investment Management 400.0K 630.0K 364.7K 20.8K 1.42M 25.76%
65 2015 Stephen G. Meyer Executive Vice President > Investment Managers 425.0K 652.5K 291.7K 27.8K 1.40M 20.88%
66 2015 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 400.0K 600.0K 291.7K 28.9K 1.32M 22.09%
67 2014 Kevin P. Barr Executive Vice President > Investment Management 400.0K 750.0K 1.32M 17.5K 2.49M 53.14%
68 2014 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 500.0K 850.0K 382.9K 30.7K 1.76M 21.71%
69 2014 Stephen G. Meyer Executive Vice President > Investment Managers 425.0K 750.0K 328.2K 23.8K 1.53M 21.49%
70 2014 Edward D. Loughlin Executive Vice President > Institutional Investors 425.0K 750.0K 300.9K 23.1K 1.50M 20.07%
71 2014 Wayne M. Withrow Executive Vice President > Investment Advisors 400.0K 750.0K 300.9K 25.3K 1.48M 20.38%
72 2014 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 400.0K 650.0K 300.9K 24.2K 1.38M 21.88%
73 2013 Joseph P. Ujobai Executive Vice President > Private Banks 300.0K 650.0K 314.0K 527.9K 1.79M 17.52%
74 2013 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 400.0K 800.0K 470.9K 18.6K 1.69M 27.87%
75 2013 Stephen G. Meyer Executive Vice President > Investment Managers 300.0K 725.0K 418.6K 8.3K 1.45M 28.83%
76 2013 Wayne M. Withrow Executive Vice President > Investment Advisors 300.0K 750.0K 314.0K 9.8K 1.37M 22.85%
77 2013 Kevin P. Barr Executive Vice President > Investment Management 300.0K 650.0K 366.3K 8.3K 1.32M 27.65%
78 2013 Edward D. Loughlin Executive Vice President > Institutional Investors 300.0K 675.0K 314.0K 11.1K 1.30M 24.15%
79 2013 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 300.0K 650.0K 314.0K 8.7K 1.27M 24.67%
80 2012 Joseph P. Ujobai Executive Vice President Private Banks 300.0K 525.0K 269.8K 539.7K 1.63M 16.51%
81 2012 Joseph P. Ujobai Executive Vice President > Private Banks 300.0K 525.0K 269.8K 539.7K 1.63M 16.51%
82 2012 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 400.0K 700.0K 337.3K 18.6K 1.46M 23.16%
83 2012 Stephen G. Meyer Executive Vice President Investment Managers 300.0K 715.0K 337.3K 8.3K 1.36M 24.79%
84 2012 Stephen G. Meyer Executive Vice President > Investment Managers 300.0K 715.0K 337.3K 8.3K 1.36M 24.79%
85 2012 Kevin M. Barr Executive Vice President Investment Management 300.0K 600.0K 269.8K 8.3K 1.18M 22.90%
86 2012 Kevin P. Barr Executive Vice President > Investment Management 300.0K 600.0K 269.8K 8.3K 1.18M 22.90%
87 2012 Edward D. Loughlin Executive Vice President > Institutional Investors 300.0K 650.0K 202.4K 11.1K 1.16M 17.39%
88 2012 Wayne M. Withrow Executive Vice President > Investment Advisors 300.0K 625.0K 202.4K 9.8K 1.14M 17.79%
89 2012 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 300.0K 535.0K 236.1K 8.7K 1.08M 21.86%
90 2011 Joseph P. Ujobai Executive Vice President — Private Banks 300.0K 400.0K 228.0K 1.64M 2.57M 8.87%
91 2011 Joseph P. Ujobai Executive Vice President > Private Banks 300.0K 400.0K 228.0K 1.64M 2.57M 8.87%
92 2011 Joseph P. Ujobai Executive Vice President Private Banks 300.0K 400.0K 228.0K 1.64M 2.57M 8.87%
93 2011 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 400.0K 565.0K 285.0K 14.2K 1.26M 22.54%
94 2011 Stephen G. Meyer Executive Vice President — Investment Managers 300.0K 585.0K 256.5K 8.2K 1.15M 22.31%
95 2011 Stephen G. Meyer Executive Vice President > Investment Managers 300.0K 585.0K 256.5K 8.2K 1.15M 22.31%
96 2011 Stephen G. Meyer Executive Vice President Investment Managers 300.0K 585.0K 256.5K 8.2K 1.15M 22.31%
97 2011 Edward D. Loughlin Executive Vice President — Institutional Investors 300.0K 510.0K 171.0K 10.9K 991.9K 17.24%
98 2011 Kevin M. Barr Executive Vice President Investment Management 300.0K 450.0K 228.0K 8.2K 986.2K 23.12%
99 2011 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 300.0K 430.0K 199.5K 8.6K 938.1K 21.27%
100 2011 Wayne M. Withrow Executive Vice President > Investment Advisors 300.0K 450.0K 171.0K 9.7K 930.7K 18.37%
101 2010 Joseph P. Ujobai Executive Vice President Private Banks 300.0K 390.0K 432.5K 502.0K 1.62M 26.62%
102 2010 Joseph P. Ujobai Executive Vice President — Private Banks 300.0K 390.0K 432.5K 502.0K 1.62M 26.62%
103 2010 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 400.0K 455.0K 480.5K 14.2K 1.35M 35.60%
104 2010 Stephen G. Meyer Executive Vice President Investment Managers 300.0K 450.0K 432.5K 8.2K 1.19M 36.32%
105 2010 Stephen G. Meyer Executive Vice President — Investment Managers 300.0K 450.0K 432.5K 8.2K 1.19M 36.32%
106 2010 Edward D. Loughlin Executive Vice President — Institutional Investors 300.0K 420.0K 336.4K 9.7K 1.07M 31.55%
107 2010 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 300.0K 357.5K 384.4K 8.6K 1.05M 36.59%
108 2010 Kevin M. Barr Executive Vice President Investment Management 300.0K 350.0K 384.4K 7.9K 1.04M 36.88%
109 2009 Joseph P. Ujobai Executive Vice President — Private Banks 259.6K 300.0K 434.4K 802.3K 1.80M 24.18%
110 2009 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 415.4K 390.0K 543.0K 12.1K 1.36M 39.91%
111 2009 Stephen G. Meyer Executive Vice President — Investment Managers 259.6K 415.0K 470.6K 7.9K 1.15M 40.81%
112 2009 N. Jeffrey Klauder Executive Vice President — Legal & Compliance 259.6K 325.0K 434.4K 9.6K 1.03M 42.23%
113 2009 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 259.6K 325.0K 434.4K 8.4K 1.03M 42.28%
114 2009 Edward D. Loughlin Executive Vice President — Institutional Investors 259.6K 380.0K 362.0K 9.5K 1.01M 35.80%
115 2008 Joseph P. Ujobai Executive Vice President — Private Banks 250.0K 118.3K 439.5K 1.14M 1.95M 22.56%
116 2008 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 397.9K 732.5K 11.1K 1.14M 64.17%
117 2008 Stephen G. Meyer Executive Vice President — Investment Managers 250.0K 147.5K 439.5K 7.4K 844.4K 52.05%
118 2008 Edward D. Loughlin Executive Vice President — Institutional Investors 250.0K 137.5K 439.5K 8.8K 835.8K 52.59%
119 2008 N. Jeffrey Klauder Executive Vice President — Legal & Compliance 250.0K 132.5K 439.5K 8.8K 830.8K 52.90%
120 2008 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 250.0K 132.5K 439.5K 7.7K 829.7K 52.97%
121 2007 Joseph P. Ujobai Executive Vice President — Private Banks 250.0K 522.5K 1.34M 1.13M 3.24M 41.40%
122 2007 Joseph P. Ujobai Executive Vice President – Private Banks 250.0K 522.5K 682.7K 1.13M 2.58M 26.45%
123 2007 N. Jeffrey Klauder Executive Vice President – Legal & Compliance 250.0K 500.0K 684.9K 8.4K 1.44M 47.46%
124 2007 Stephen G. Meyer Executive Vice President — Investment Managers 249.0K 525.0K 445.8K 7.3K 1.23M 36.33%
125 2007 Stephen G. Meyer Executive Vice President – Investment Managers 249.0K 525.0K 423.6K 7.3K 1.20M 35.16%
126 2007 N. Jeffrey Klauder Executive Vice President — Legal & Compliance 250.0K 500.0K 445.8K 8.4K 1.20M 37.02%
127 2007 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 250.0K 500.0K 445.8K 7.5K 1.20M 37.05%
128 2007 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 310.0K 570.0K 10.2K 890.2K 0.00%
129 2006 Joseph P. Ujobai President – Global Executive Vice 250.0K 500.0K 378.2K 1.27M 2.40M 15.78%
130 2006 N. Jeffrey Klauder Executive Vice President – Legal & Compliance 250.0K 500.0K 1.42M 7.8K 2.18M 65.16%
131 2006 N. Jeffrey Klauder Compliance 250.0K 500.0K 1.42M 7.8K 2.18M 65.16%
132 2006 Joseph P. Ujobai Executive Vice President – Private Banks 250.0K 500.0K 378.2K 888.3K 2.02M 18.76%
133 2006 Robert F. Crudup Banking & Trust Executive Vice President – Legal & 250.0K 500.0K 279.3K 113.4K 1.14M 24.44%
134 2006 Wayne M. Withrow Advisors Executive Vice President – Private 250.0K 505.0K 358.9K 7.7K 1.12M 32.00%
135 2006 Edward D. Loughlin Institutional Executive Vice President – Investment 250.0K 505.0K 266.4K 8.2K 1.03M 25.88%
136 2006 Dennis J. McGonigle Officer Executive Vice 250.0K 500.0K 266.4K 7.3K 1.02M 26.03%
137 2006 Dennis J. McGonigle Executive Vice President and Chief Financial Officer 250.0K 500.0K 266.4K 7.3K 1.02M 26.03%
138 2006 Stephen G. Meyer Executive Vice President – Investment Managers 200.0K 450.0K 336.7K 7.1K 993.8K 33.88%
139 2006 Position Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer Executive Vice President and Chief Financial 310.0K 550.0K 10.0K 870.0K 0.00%
140 2006 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 310.0K 550.0K 10.0K 870.0K 0.00%
141 2005 Joseph P. Ujobai Executive Vice President 250.0K 460.0K 25.0K 333.3K 1.07M 2.34%
142 2005 Robert F. Crudup Executive Vice President 250.0K 460.0K 15.0K 87.9K 812.9K 1.85%
143 2005 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 310.0K 495.0K 6.3K 811.3K 0.00%
144 2005 Edward D. Loughlin Executive Vice President 250.0K 460.0K 15.0K 6.3K 731.3K 2.05%
145 2005 Carl A. Guarino Executive Vice President 250.0K 460.0K 6.3K 716.3K 0.00%
146 2004 Joseph P. Ujobai Executive Vice President 200.0K 400.0K 40.0K 318.3K 958.3K 4.17%
147 2004 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 310.0K 440.0K 6.2K 756.2K 0.00%
148 2004 Robert F. Crudup Executive Vice President 200.0K 405.0K 25.0K 101.7K 731.7K 3.42%
149 2004 Edward D. Loughlin Executive Vice President 250.0K 400.0K 20.0K 6.2K 676.2K 2.96%
150 2004 Carl A. Guarino Executive Vice President 200.0K 405.0K 20.0K 6.2K 631.2K 3.17%
151 2003 Joseph P. Ujobai Executive Vice President 200.0K 295.0K 30.0K 319.6K 844.6K 3.55%
152 2003 Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer 310.0K 275.0K 6.0K 591.0K 0.00%
153 2003 Edward D. Loughlin Executive Vice President 250.0K 300.0K 25.0K 6.0K 581.0K 4.30%
154 2003 Robert F. Crudup Executive Vice President 200.0K 247.5K 25.0K 107.9K 580.4K 4.31%
155 2003 Carl A. Guarino Executive Vice President 200.0K 245.0K 25.0K 6.0K 476.0K 5.25%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEF 14A
2025-05-07 DEFA14A
2025-04-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-14 SC 13G/A
2026-05-13 13F-HR
2026-05-05 4
2026-04-30 4
2026-04-29 SC 13G
2026-04-27 10-Q
2026-04-24 4
2026-04-23 4
2026-04-23 4

Executive team

NameTitleCompensationGender
Ryan Hicke Chief Executive Officer & Director 3M male
Sean Denham Executive Vice President, Chief Financial Officer & Chief Operating Officer 3M male
Michael F. Lane Executive Vice President & Head of Asset Management 2M male
Philip McCabe Executive VP & Global Head of SEI's Investment Managers Business 2M male
Michael Peterson Executive VP & General Counsel 2M male
Sanjay K. Sharma Executive VP, CEO of SEI International & Global Head of Private Banking 2M male
Jason Collins Global Head of Equity Portfolio Management male
Jonathan Waite Director of Advisory Team & Chief Actuary of Institutional Group male
Alfred Pierce Managing Director male
Mark Andrew Warner Vice President, Chief Accounting Officer & Controller male
Sandra Ewing Executive VP & Head of Strategic Corporate Programs female
Leslie A. Wojcik Head of Global Communications female
ESG Rating
B-
ASSET MANAGEMENT
Rank: 118 out of 121
2014
E (Environmental)
45.6 / 67.2
Company / Sector avg.
S (Social)
57.0 / 77.3
Company / Sector avg.
G (Governance)
57.8 / 74.6
Company / Sector avg.
ESG Total
53.5 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2022-10-05 2022-11-10 Tommy Tuberville AL Joint Sale (Full) $1,001 - $15,000
2021-03-29 2021-07-23 Tommy Tuberville AL Joint Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-02-20 2020-04-05 Mikie Sherrill NJ11 Sale (Full) $1,001 - $15,000
2020-01-15 2020-02-19 Mikie Sherrill NJ11 Self Purchase $1,001 - $15,000
2019-12-12 2020-01-10 Mikie Sherrill NJ11 Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits