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[SCHEDULE 13G/A] SEI Investments Co SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Loomis, Sayles & Co., L.P. reports beneficial ownership of 8,886,767.60 shares of SEI Investments common stock, equal to 7.14% of the class. The filing shows sole voting power over 7,233,424 shares while reporting no sole or shared dispositive power to direct the sale of the shares. The filer identifies itself as an investment adviser organized in Delaware and states that clients may have rights to dividends or sale proceeds, with no single client holding more than 5% of the class. The filing includes the required certification of accuracy.

Loomis, Sayles & Co., L.P. segnala la proprietà beneficiaria di 8,886,767.60 azioni ordinarie di SEI Investments, pari al 7.14% della classe. Il deposito indica il potere di voto esclusivo su 7,233,424 azioni e dichiara di non avere potere dispositivo esclusivo o condiviso per dirigere la vendita delle azioni. Il dichiarante si identifica come consulente di investimento costituito nel Delaware e precisa che i clienti potrebbero avere diritti sui dividendi o sui proventi di vendita, senza che alcun singolo cliente detenga oltre il 5% della classe. Il deposito include la certificazione di accuratezza richiesta.

Loomis, Sayles & Co., L.P. informa la propiedad beneficiosa de 8,886,767.60 acciones ordinarias de SEI Investments, equivalentes al 7.14% de la clase. La presentación muestra poder de voto exclusivo sobre 7,233,424 acciones y declara no poseer ningún poder dispositivo exclusivo o compartido para ordenar la venta de las acciones. El declarante se identifica como asesor de inversiones constituido en Delaware y señala que los clientes pueden tener derechos sobre dividendos o el producto de ventas, sin que ningún cliente individual posea más del 5% de la clase. La presentación incluye la certificación de exactitud requerida.

Loomis, Sayles & Co., L.P.� SEI Investments 보통� 8,886,767.60주를 실질적으� 보유하고 있으� 이는 클래스의 7.14%� 해당한다� 보고합니�. 제출서류에는 단독 의결�7,233,424주에 대� 존재한다� 기재되어 있으�, 주식 매각� 지시할 � 있는 단독 또는 공동 처분권은 없음으로 보고하고 있습니다. 제출인은 델라웨어� 설립� 투자 자문사로 자신� 밝히�, 고객� 배당금이� 매각대금에 대� 권리� 가� � 있으� 개별 고객� 클래스의 5%� 초과하지 않는다고 명시합니�. 제출서에� 요구되는 정확� 인증� 포함되어 있습니다.

Loomis, Sayles & Co., L.P. déclare détenir à titre bénéficiaire 8,886,767.60 actions ordinaires de SEI Investments, soit 7.14% de la catégorie. Le dépôt indique un pouvoir de vote exclusif sur 7,233,424 actions et signale ne détenir aucun pouvoir dispositif exclusif ou partagé pour ordonner la vente des actions. Le déclarant se présente comme un conseiller en investissement constitué dans le Delaware et précise que des clients peuvent avoir des droits sur les dividendes ou les produits de vente, aucun client individuel ne détenant plus de 5% de la catégorie. Le dépôt comprend la certification d'exactitude requise.

Loomis, Sayles & Co., L.P. meldet wirtschaftliches Eigentum an 8,886,767.60 Stammaktien von SEI Investments, was 7.14% der Klasse entspricht. Die Einreichung weist alleiniges Stimmrecht ü 7,233,424 Aktien aus und gibt an, über kein alleiniges oder geteiltes Verfügungsrecht zum Verkauf der Aktien zu verfügen. Der Melder bezeichnet sich als Investmentberater mit Sitz in Delaware und erklärt, dass Kunden Anspruch auf Dividenden oder Verkaufserlöse haben können, wobei kein einzelner Kunde mehr als 5% der Klasse hält. Die Einreichung enthält die vorgeschriebene Genauigkeitsbescheinigung.

Positive
  • Material ownership disclosed: Loomis reports 8,886,767.60 shares, representing 7.14% of SEI's common stock.
  • Significant voting influence: The filer reports sole voting power over 7,233,424 shares.
  • Clear classification: Filer identifies as an investment adviser organized in Delaware and includes required certification.
Negative
  • No dispositive power reported: The filing indicates 0 sole or shared dispositive power, suggesting limited ability to direct sale of shares.
  • Potential ambiguity: Separation of voting power from dispositive power may complicate assessment of economic control and liquidity of the stake.

Insights

TL;DR: Loomis, Sayles disclosed a material 7.14% SEIC stake with concentrated voting control but reported no dispositive power.

The disclosure shows a meaningful economic interest at the 7% level, which is material for shareholder registers and index inclusion considerations. Notably, the firm reports sole voting power on 7.23 million shares while indicating no sole or shared dispositive power, an unusual alignment that suggests voting authority is separate from the right to sell. This can affect how market participants interpret Loomis influence on corporate votes versus its ability to liquidate holdings.

TL;DR: Significant voting concentration reported without dispositive authority raises governance and disclosure questions.

The filing is material because it crosses the 5% threshold and documents concentrated voting control relative to economic disposition. From a governance perspective, having voting power without dispositive power may reflect client-directed voting arrangements or custodial structures; the filing notes clients hold dividend or sale rights but no single client exceeds 5%. This distinction is important for understanding who actually sets corporate policy through votes versus who bears economic risk.

Loomis, Sayles & Co., L.P. segnala la proprietà beneficiaria di 8,886,767.60 azioni ordinarie di SEI Investments, pari al 7.14% della classe. Il deposito indica il potere di voto esclusivo su 7,233,424 azioni e dichiara di non avere potere dispositivo esclusivo o condiviso per dirigere la vendita delle azioni. Il dichiarante si identifica come consulente di investimento costituito nel Delaware e precisa che i clienti potrebbero avere diritti sui dividendi o sui proventi di vendita, senza che alcun singolo cliente detenga oltre il 5% della classe. Il deposito include la certificazione di accuratezza richiesta.

Loomis, Sayles & Co., L.P. informa la propiedad beneficiosa de 8,886,767.60 acciones ordinarias de SEI Investments, equivalentes al 7.14% de la clase. La presentación muestra poder de voto exclusivo sobre 7,233,424 acciones y declara no poseer ningún poder dispositivo exclusivo o compartido para ordenar la venta de las acciones. El declarante se identifica como asesor de inversiones constituido en Delaware y señala que los clientes pueden tener derechos sobre dividendos o el producto de ventas, sin que ningún cliente individual posea más del 5% de la clase. La presentación incluye la certificación de exactitud requerida.

Loomis, Sayles & Co., L.P.� SEI Investments 보통� 8,886,767.60주를 실질적으� 보유하고 있으� 이는 클래스의 7.14%� 해당한다� 보고합니�. 제출서류에는 단독 의결�7,233,424주에 대� 존재한다� 기재되어 있으�, 주식 매각� 지시할 � 있는 단독 또는 공동 처분권은 없음으로 보고하고 있습니다. 제출인은 델라웨어� 설립� 투자 자문사로 자신� 밝히�, 고객� 배당금이� 매각대금에 대� 권리� 가� � 있으� 개별 고객� 클래스의 5%� 초과하지 않는다고 명시합니�. 제출서에� 요구되는 정확� 인증� 포함되어 있습니다.

Loomis, Sayles & Co., L.P. déclare détenir à titre bénéficiaire 8,886,767.60 actions ordinaires de SEI Investments, soit 7.14% de la catégorie. Le dépôt indique un pouvoir de vote exclusif sur 7,233,424 actions et signale ne détenir aucun pouvoir dispositif exclusif ou partagé pour ordonner la vente des actions. Le déclarant se présente comme un conseiller en investissement constitué dans le Delaware et précise que des clients peuvent avoir des droits sur les dividendes ou les produits de vente, aucun client individuel ne détenant plus de 5% de la catégorie. Le dépôt comprend la certification d'exactitude requise.

Loomis, Sayles & Co., L.P. meldet wirtschaftliches Eigentum an 8,886,767.60 Stammaktien von SEI Investments, was 7.14% der Klasse entspricht. Die Einreichung weist alleiniges Stimmrecht ü 7,233,424 Aktien aus und gibt an, über kein alleiniges oder geteiltes Verfügungsrecht zum Verkauf der Aktien zu verfügen. Der Melder bezeichnet sich als Investmentberater mit Sitz in Delaware und erklärt, dass Kunden Anspruch auf Dividenden oder Verkaufserlöse haben können, wobei kein einzelner Kunde mehr als 5% der Klasse hält. Die Einreichung enthält die vorgeschriebene Genauigkeitsbescheinigung.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Loomis, Sayles & Co., L.P.
Signature:Mari Shimokawa
Name/Title:Deputy Chief Compliance Officer
Date:08/12/2025

FAQ

How many SEIC shares does Loomis, Sayles report owning?

The filing states Loomis, Sayles beneficially owns 8,886,767.60 shares of SEI (SEIC) common stock.

What percentage of SEI (SEIC) does Loomis, Sayles own?

Loomis, Sayles reports ownership equal to 7.14% of the class.

How much voting power does Loomis, Sayles report for SEIC shares?

The filer reports sole voting power for 7,233,424 shares and 0 shared voting power.

Does Loomis, Sayles report dispositive power over the SEIC shares?

The filing indicates 0 sole dispositive power and 0 shared dispositive power to direct the disposition of the shares.

Is Loomis, Sayles acting on behalf of clients for these SEIC shares?

Yes. The filing notes clients of the reporting person have rights to dividends or sale proceeds, and no single client has an interest exceeding 5% of the class.
Sei Invts Co

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Security Brokers, Dealers & Flotation Companies
United States
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