The page is the record's research on the issuer — no analyst, no rating, no view.

SEI INVESTMENTS CO (SEIC) — research page

US · us-cm-kg/NASDAQ/SEIC · as of 2026-11-08

Identity and listing

The issuer is SEI INVESTMENTS CO, listed on NASDAQ under ticker SEIC, with ISIN US7841171033 and LEI 5LJTIFADGZ6XH1RVOC11. Its security type is Corporate and its segment is not on the record. Its sector is 6211 Security Brokers, Dealers & Flotation Companies and its jurisdiction is United States, Pennsylvania. Its listing status is listed, not halted.

fieldvaluesource · read date
nameSEI INVESTMENTS COsource · 2026-11-08
exchangeNASDAQsource · 2026-11-08
tickerSEICsource · 2026-11-08
ISINUS7841171033source · 2026-10-09
LEI5LJTIFADGZ6XH1RVOC11source · 2026-11-08
security typeCorporatesource · 2026-11-08
segmentnot on the record
sector6211 Security Brokers, Dealers & Flotation Companiessource · 2026-11-08
jurisdictionUnited States — Pennsylvaniasource · 2026-11-08
statuslisted, not haltedsource · 2026-11-08

The disclosure read

The record holds 109 filings in the window 2025-11-08 to 2026-11-08, across 72 filing days. The median gap between filing days is 3 days. The latest filing is dated 2026-11-05, 3 days before the record date, and is of type directors_dealings. The exchange median cadence gap is 6.0 days, the exchange median filings is 52, and the exchange median latency is 5.0 days. The sector median cadence gap is 4.0 days, the sector median filings is 106.0, and the sector median latency is 3 days.

filingsmedian gap between filing daysdays from latest filing to as-of
this issuer10933
exchange median: NASDAQ (4359 issuers)5265
sector median: 6211 Security Brokers, Dealers & Flotation Companies (56 issuers)10643
datetypecategoryfiling
2026-11-05directors_dealings44 — FORM 4
2026-10-27regulatory_filingSCHEDULE 13G/ASCHEDULE 13G/A
2026-10-26results10-Q10-Q — FORM 10-Q
2026-10-21results8-K8-K — FORM 8-K (items 2.02,7.01,8.01,9.01)
2026-10-01directors_dealings44

window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them

Auditor

The auditor of record is KPMG LLP, located in Philadelphia, PA. The record holds no auditor changes.

Events and halts

The record holds no listing, delisting or name change lines. Domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.

Orderability

The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.

rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability

Coverage

The record finds 7 research houses named on the issuer's investor-relations page: KBW, Morgan Stanley, Piper Sandler, Raymond James, UBS, Wells Fargo and William Blair.

research houseanalystsource · read date
KBWAlex Bondissuer page · 2026-11-11
Morgan StanleyRyan Kennyissuer page · 2026-11-11
Piper SandlerCrispin Loveissuer page · 2026-11-11
Raymond JamesPatrick O'Shaughnessyissuer page · 2026-11-11
UBSAlex Krammissuer page · 2026-11-11
Wells FargoDaniel Weldenissuer page · 2026-11-11
William BlairJeff Schmittissuer page · 2026-11-11

Open research

The record finds no openly published research notes for the issuer.

Licensed

Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.

licensorentitlementtitledatesource
none loaded

As-of depth

The issuer's years sealed are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.

Sources

10 source pages are named on this page; every value above carries its own source page and read date in the numbers.

10.1
https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
10.2
https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)
10.3
https://data.sec.gov/submissions/CIK0000350894.json (identity.jurisdiction)
10.4
https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
10.5
https://mcp.us-cm-kg.ai/events/NASDAQ/SEIC (the disclosure lines)
10.6
https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
10.7
https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm (the auditor)
10.8
https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
10.9
https://ir.seic.com/stock-details/analyst-coverage (coverage)
10.10
https://mcp.us-cm-kg.ai/record/NASDAQ/SEIC (the record)

Read it by agent

The same page, signed and receipted: get_research at https://mcp.getissuer.ai/mcp with {"isin":"US7841171033"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:f1ee5f4a8c494222.