SCHEDULE: Loomis Sayles Discloses SEI Investments Stake

Loomis Sayles & Co., L.P. has filed a Schedule 13G, reporting beneficial ownership of 7.1% of SEI Investments Co. common stock as of March 31, 2026.

Summary

• Loomis Sayles & Co., L.P. has filed an amendment to its Schedule 13G, reporting its beneficial ownership of SEI Investments Co. common stock.
• As of March 31, 2026, Loomis Sayles & Co., L.P. beneficially owned 8,683,519.78 shares, representing 7.1% of the class.
• The filing indicates sole voting power over 7,130,873.00 shares and no shared voting power.
• Loomis Sayles & Co., L.P. has sole dispositive power over 0 shares and no shared dispositive power.
• The reporting person is an investment adviser and has certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an investment adviser and does not contain new operational or financial performance information.

Positives

• Loomis Sayles & Co., L.P. holds a significant stake (7.1%) in SEI Investments Co., indicating confidence from a major investment firm.
• The filing confirms that the shares were acquired and are held in the ordinary course of business, suggesting a standard investment strategy rather than a hostile takeover attempt.

Negatives

• The filing does not provide specific details on the cost basis or the exact timing of the acquisition of these shares, which could provide further insight into the investment's performance.
• The lack of shared voting or dispositive power suggests that Loomis Sayles & Co., L.P. does not actively collaborate with other entities regarding these shares.

Risks

• Market volatility could impact the value of the 8,683,519.78 shares held by Loomis Sayles & Co., L.P.
• Changes in SEI Investments Co.'s business performance or strategic direction could affect the investment's value and Loomis Sayles's decision to hold or divest.

Future Outlook

The filing does not contain any forward-looking statements or guidance from SEI Investments Co. or Loomis Sayles & Co., L.P. regarding future performance or intentions.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that significant institutional ownership, as reported in Schedule 13G filings, is a common indicator of investor confidence and can influence market perception of a company's stability and growth prospects within the financial services sector.

Stakeholder Impact

• Shareholders of SEI Investments Co. may view the significant stake held by Loomis Sayles & Co., L.P. as a positive sign of institutional support.
• Creditors and business partners of SEI Investments Co. may see the stable ownership structure as an indicator of continued operational stability.

Next Steps

• Loomis Sayles & Co., L.P. will continue to hold or manage its investment in SEI Investments Co. according to its investment strategy.
• SEI Investments Co. will continue its business operations as usual, subject to market conditions and its strategic plans.

Key Dates

Keywords

SEI Investments Co., Loomis Sayles & Co., L.P., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Securities Exchange Act