SCHEDULE: Loomis Sayles Holds 7% Stake in SEI Investments

Loomis Sayles & Co., L.P. has reported a beneficial ownership of 7.04% in SEI Investments Co. as of June 30, 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 June 30, 2026, Loomis Sayles & Co., L.P. beneficially owns 8,462,120.64 shares, representing 7.04% of the class.
• The filing indicates sole voting power over 6,989,367 shares.
• Loomis Sayles & Co., L.P. is identified as an investment adviser.
• 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: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, indicating a significant but stable institutional holding without immediate implications for control.

Positives

• Loomis Sayles & Co., L.P. maintains a substantial investment in SEI Investments Co., signaling confidence from a significant institutional investor.
• The filing confirms a stable, non-controlling stake, which can be viewed positively by the market as it suggests a focus on investment rather than activism.

Negatives

• The filing does not contain any negative financial or operational information about SEI Investments Co. itself, as it is a disclosure of ownership by an external entity.

Risks

• While not explicitly stated as a risk in this filing, a significant institutional holding could potentially lead to future changes in strategy or governance if the investor's objectives evolve.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding SEI Investments Co.'s future performance.

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 Schedule 13G filings are routine disclosures for institutional investors crossing certain ownership thresholds. Loomis Sayles & Co., L.P. is a well-established investment adviser, and their holding in SEI Investments Co. reflects a typical pattern of institutional investment in publicly traded companies.

Stakeholder Impact

• Shareholders: The filing confirms a significant institutional holding, which can provide stability but also implies potential for future influence or changes in investment strategy.
• Management of SEI Investments Co.: The filing indicates that Loomis Sayles & Co., L.P. is not seeking to control the company, which may be reassuring to current management.

Next Steps

• Loomis Sayles & Co., L.P. will continue to hold its shares in SEI Investments Co. in the ordinary course of business.
• Future amendments to this Schedule 13G will be filed if there are material changes in ownership.

Key Dates

Keywords

SEI Investments, Loomis Sayles, Schedule 13G, Beneficial Ownership, Institutional Investor, Investment Adviser, Common Stock