SEI Investments Company shares owned by Creative Planning
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in SEI Investments Company
Tip: Access up to 7 years of quarterly data
All positions including SEI Investments Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SEI Investments Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.0M | 110k | 82.02 |
| 2025-09-30 | $3.5M | 41k | 84.85 |
| 2025-06-30 | $1.4M | 16k | 89.86 |
| 2025-03-31 | $668k | 8.6k | 77.63 |
| 2024-12-31 | $827k | 10k | 82.48 |
| 2024-09-30 | $560k | 8.1k | 69.19 |
| 2024-06-30 | $511k | 7.9k | 64.69 |
| 2024-03-31 | $570k | 7.9k | 71.90 |
| 2023-12-31 | $455k | 7.2k | 63.55 |
| 2023-09-30 | $552k | 9.2k | 60.23 |
| 2023-06-30 | $424k | 7.1k | 59.62 |
| 2023-03-31 | $332k | 5.8k | 57.55 |
| 2022-12-31 | $380k | 6.5k | 58.31 |
| 2022-09-30 | $317k | 6.5k | 49.11 |
| 2022-06-30 | $259k | 4.8k | 54.13 |
| 2022-03-31 | $284k | 4.7k | 60.14 |
| 2021-12-31 | $998k | 16k | 60.95 |
| 2021-09-30 | $996k | 17k | 59.28 |
| 2021-06-30 | $230k | 3.7k | 61.99 |
| 2021-03-31 | $267k | 4.4k | 60.88 |
| 2020-12-31 | $253k | 4.4k | 57.55 |
| 2020-09-30 | $307k | 6.1k | 50.69 |
| 2020-06-30 | $391k | 7.1k | 55.02 |
| 2020-03-31 | $360k | 7.8k | 46.29 |
| 2019-12-31 | $537k | 8.2k | 65.46 |
| 2019-09-30 | $409k | 6.9k | 59.27 |
| 2019-06-30 | $361k | 6.4k | 56.16 |
| 2019-03-31 | $323k | 6.2k | 52.21 |
| 2018-12-31 | $268k | 5.8k | 46.28 |
| 2018-09-30 | $411k | 6.7k | 61.13 |
| 2018-06-30 | $446k | 7.1k | 62.49 |
| 2018-03-31 | $588k | 7.9k | 74.88 |
| 2017-12-31 | $582k | 8.1k | 71.88 |
| 2017-09-30 | $533k | 8.7k | 61.03 |
| 2017-06-30 | $504k | 9.4k | 53.76 |
| 2017-03-31 | $6.1k | 9.9k | 0.62 |
| 2016-12-31 | $420k | 8.5k | 49.35 |
| 2016-09-30 | $490k | 11k | 45.59 |
| 2016-06-30 | $478k | 9.9k | 48.09 |
| 2016-03-31 | $428k | 9.9k | 43.06 |
| 2015-12-31 | $521k | 9.9k | 52.42 |
| 2015-09-30 | $479k | 9.9k | 48.19 |
| 2015-03-31 | $390k | 8.9k | 44.04 |
| 2014-12-31 | $361k | 9.0k | 40.08 |
| 2014-09-30 | $316k | 8.7k | 36.18 |
| 2014-06-30 | $335k | 10k | 32.74 |
| 2014-03-31 | $54k | 1.6k | 33.75 |
| 2013-12-31 | $56k | 1.6k | 35.00 |
| 2013-09-30 | $47k | 1.5k | 30.80 |
| 2013-06-30 | $34k | 1.2k | 28.33 |
| 2012-12-31 | $59k | 2.5k | 23.30 |
| 2012-09-30 | $110k | 5.1k | 21.38 |
| 2012-06-30 | $102k | 5.1k | 19.82 |
| 2011-12-31 | $89k | 5.1k | 17.29 |