SCHEDULE: Loomis Sayles Boosts Stake in SEI Investments

Loomis, Sayles & Co., L.P. reported a 7.19% beneficial ownership stake in SEI Investments Co. common stock as of December 31, 2025.

Summary

• Loomis, Sayles & Co., L.P. (the "Reporting Person") filed an Amendment No. 17 to Schedule 13G regarding its beneficial ownership of common stock in SEI Investments Co.
• As of December 31, 2025, Loomis, Sayles & Co., L.P. beneficially owned 8,808,845.24 shares of SEI Investments Co. common stock.
• This represents 7.19% of the total outstanding common stock of SEI Investments Co.
• The Reporting Person holds sole voting power over 7,264,083.00 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a significant institutional investor maintains a substantial stake, indicating continued confidence without any activist intent.

Positives

• A significant institutional investor, Loomis, Sayles & Co., L.P., maintains a substantial stake in SEI Investments Co., indicating continued confidence.
• The filing confirms the shares are held for investment purposes in the ordinary course of business, not for activist intentions.

Future Outlook

This filing does not contain forward-looking statements or guidance from SEI Investments Co. It solely reports an institutional investor's beneficial ownership stake.

Management Comments

• The filing includes a certification from Loomis, Sayles & Co., L.P. stating that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of SEI Investments Co.

Industry Context

StockSavvy.ai notes that Schedule 13G filings provide transparency into significant institutional holdings, offering insights into major investors' positions in publicly traded companies. Loomis, Sayles & Co., L.P.'s continued substantial stake in SEI Investments Co. reflects ongoing institutional interest in the financial services and asset management sector, where SEI operates.

Comparison to Industry Standards

• A 7.19% stake by an investment adviser like Loomis, Sayles & Co., L.P. is a notable institutional position, often seen as a vote of confidence in the company's long-term prospects within the financial technology and investment management industry.
• Compared to other asset managers holding stakes in similar financial services firms, this level of ownership is significant enough to warrant attention from other institutional investors tracking sector trends and major fund allocations.

Stakeholder Impact

• Shareholders: Provides transparency regarding a major institutional investor's stake, potentially reinforcing confidence.
• Management: Awareness of a significant, non-activist institutional holder.

Key Dates

Recommendation

This filing is a routine update on institutional ownership and does not contain new financial performance data or strategic announcements that would warrant a change in investment recommendation. The continued significant stake by Loomis, Sayles & Co., L.P. suggests ongoing institutional confidence, supporting a 'hold' position for existing investors.

Keywords

SEI Investments Co, Loomis Sayles, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Asset Management, Financial Services