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SEI Investments Company
SEICUnited States
62 filed reports · 585 financial concepts · 2 earnings calls · 1 media appearances
Filed reports
62 reports · Dec 2013 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 159 operating metrics.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 38 | 11,250 | Mar 2014 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 13 | 9,357 | Dec 2013 to Dec 2025 |
| Current · 8-KSEC EDGAR | 11 | 16 | Dec 2020 to Jun 2026 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Jul 27, 2026 | 691 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Jul 22, 2026 | 1 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | Apr 27, 2026 | 550 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 23, 2026 | 1,859 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Oct 27, 2025 | 579 | Open |
| FY2025 Q3 | 8-K | Sep 30, 2025 | Oct 22, 2025 | 3 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Jul 28, 2025 | 354 | Open |
| FY2025 Q2 | 8-K | Jun 30, 2025 | Jul 23, 2025 | 2 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | Apr 28, 2025 | 341 | Open |
| FY2024 | 10-K | Dec 31, 2024 | Feb 20, 2025 | 745 | Open |
| FY2024 Q3 | 10-Q | Sep 30, 2024 | Oct 25, 2024 | 353 | Open |
| FY2024 Q2 | 10-Q | Jun 30, 2024 | Jul 26, 2024 | 323 | Open |
Financial data
585 concepts · 20,623 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial553 concepts · 14,037 facts · Dec 2011 to Jul 2026
- Revenue73 · Dec 2011 to Jun 2026
- Adjustment for amortization69 · Dec 2011 to Jun 2026
- Adjustments to reconcile net income loss to cash provided by used in operating activities69 · Dec 2011 to Jun 2026
- Allocated share based compensation expense69 · Dec 2011 to Jun 2026
- Allocated share based compensation expense net of tax69 · Dec 2011 to Jun 2026
- Amortization of intangible assets69 · Dec 2011 to Jun 2026
- Antidilutive securities excluded from computation of net income per outstanding unit amount69 · Dec 2011 to Jun 2026
- Compensation, benefits and other personnel69 · Dec 2011 to Jun 2026
- Costs and expenses69 · Dec 2011 to Jun 2026
- Depreciation nonproduction69 · Dec 2011 to Jun 2026
- Employee service share based compensation tax benefit from compensation expense69 · Dec 2011 to Jun 2026
- Equity method investment dividends or distributions69 · Dec 2011 to Jun 2026
- Gain loss on investments69 · Dec 2011 to Jun 2026
- Gross profit (US GAAP)69 · Dec 2011 to Jun 2026
- Income loss from equity method investments69 · Dec 2011 to Jun 2026
- Income tax expense benefit69 · Dec 2011 to Jun 2026
- Increase decrease in accounts payable69 · Dec 2011 to Jun 2026
- Increase decrease in accrued liabilities69 · Dec 2011 to Jun 2026
- Increase decrease in deferred income taxes69 · Dec 2011 to Jun 2026
- Increase decrease in other current assets69 · Dec 2011 to Jun 2026
- Increase decrease in other operating liabilities69 · Dec 2011 to Jun 2026
- Increase decrease in other receivables69 · Dec 2011 to Jun 2026
- Information technology and data processing69 · Dec 2011 to Jun 2026
- Investment income interest and dividend69 · Dec 2011 to Jun 2026
Segment24 concepts · 5,651 facts · Dec 2011 to Jun 2026
- Revenue2,990 · Dec 2011 to Jun 2026
- Adjustment for amortization374 · Dec 2011 to Jun 2026
- Gross profit (US GAAP)347 · Dec 2011 to Jun 2026
- Capital expenditures incurred but not yet paid344 · Dec 2011 to Dec 2025
- Operating costs and expenses300 · Dec 2011 to Sep 2024
- Depreciation226 · Dec 2012 to Sep 2021
- Depreciation nonproduction175 · Dec 2011 to Jun 2026
- Segment profit (loss)95 · Dec 2013 to Dec 2017
- Disposal group not discontinued operation gain loss on disposal90 · Mar 2013 to Dec 2017
- Goodwill89 · Sep 2018 to Jun 2026
- Goodwill foreign currency translation gain loss78 · Dec 2021 to Jun 2026
- Investment Managers72 · Dec 2022 to Jun 2026
- Business development68 · Dec 2022 to Jun 2026
- Segment reporting other item amount68 · Dec 2022 to Jun 2026
- Selling and marketing expense (US GAAP)68 · Dec 2022 to Jun 2026
- Total profit (loss)55 · Mar 2013 to Mar 2015
- Total Assets51 · Dec 2012 to Dec 2020
- Goodwill purchase accounting adjustments45 · Mar 2022 to Dec 2025
- Payments to acquire productive assets30 · Dec 2017 to Dec 2022
- Goodwill other increase decrease28 · Mar 2024 to Sep 2025
- Goodwill acquired during period26 · Dec 2017 to Jun 2026
- Capitalized computer software additions18 · Dec 2022 to Mar 2026
- Interest and other income10 · Mar 2014 to Mar 2015
- Goodwill written off related to sale of business unit4 · Dec 2025
Product1 concepts · 395 facts · Dec 2016 to Jun 2026
- Revenue395 · Dec 2016 to Jun 2026
Geography2 concepts · 274 facts · Dec 2011 to Jun 2026
- Revenue246 · Dec 2011 to Jun 2026
- Total Assets28 · Dec 2012 to Dec 2025
KPI5 concepts · 266 facts · Dec 2013 to Jun 2026
- Assets Under Management148 · Dec 2013 to Jun 2026
- Assets Under Management YoY Change50 · Mar 2014 to Jun 2026
- Assets Under Administration42 · Dec 2013 to Sep 2025
- Assets Under Administration YoY Change23 · Mar 2015 to Jun 2026
- Average Assets Under Management3 · Mar 2021 to Jun 2023
Segments
6,320 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments13 members · 5,651 facts
- Investment Managers1,110 · Dec 2011 to Jun 2026
- Investments In New Businesses1,090 · Dec 2011 to Jun 2026
- Institutional Investors1,087 · Dec 2011 to Jun 2026
- Investment Advisors1,060 · Dec 2011 to Jun 2026
- Private Bank906 · Dec 2011 to Dec 2025
- Private Banks166 · Mar 2024 to Jun 2026
- Total From Business Segments83 · Dec 2011 to Dec 2017
- Investment managers40 · Dec 2012 to Jun 2026
- Investments in new businesses39 · Dec 2012 to Jun 2026
- Institutional investors35 · Dec 2012 to Jun 2026
- Investment advisors20 · Dec 2012 to Jun 2026
- Private bank9 · Dec 2012 to Dec 2020
- Total from business segments6 · Dec 2012 to Dec 2017
Product or servicesrt:ProductOrServiceAxis9 members · 388 facts
- Asset Management Administration And Distribution Fees47 · Dec 2016 to Jun 2026
- Information Processing And Software Servicing Fees47 · Dec 2016 to Jun 2026
- Account Fees And Other42 · Mar 2018 to Jun 2026
- Investment Management Fees From Investment Management Agreements42 · Mar 2018 to Jun 2026
- Investment Management Fees From Investment Products42 · Mar 2018 to Jun 2026
- Investment Operations Fees42 · Mar 2018 to Jun 2026
- Investment Processing Fees Paa S42 · Mar 2018 to Jun 2026
- Investment Processing Fees Saa S42 · Mar 2018 to Jun 2026
- Professional Services Fees42 · Mar 2018 to Jun 2026
Statement geographicalsrt:StatementGeographicalAxis7 members · 227 facts
- US44 · Dec 2016 to Jun 2026
- CA42 · Mar 2018 to Jun 2026
- GB42 · Mar 2018 to Jun 2026
- IE42 · Mar 2018 to Jun 2026
- Other Geographic Areas25 · Mar 2018 to Dec 2022
- LU22 · Mar 2022 to Jun 2026
- Non Us10 · Dec 2016 to Dec 2025
Statement geographicalus-gaap:StatementGeographicalAxis8 members · 47 facts
- Us14 · Dec 2012 to Dec 2025
- Non us14 · Dec 2012 to Dec 2025
- US8 · Dec 2011 to Mar 2018
- Non Us7 · Dec 2011 to Dec 2017
- CA1 · Mar 2018
- GB1 · Mar 2018
- IE1 · Mar 2018
- Other Geographic Areas1 · Mar 2018
Product or serviceus-gaap:ProductOrServiceAxis7 members · 7 facts
- Account Fees And Other1 · Mar 2018
- Investment Management Fees From Investment Management Agreements1 · Mar 2018
- Investment Management Fees From Investment Products1 · Mar 2018
- Investment Operations Fees1 · Mar 2018
- Investment Processing Fees Paa S1 · Mar 2018
- Investment Processing Fees Saa S1 · Mar 2018
- Professional Services Fees1 · Mar 2018
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary116 claims from 8 reports · Sep 2024 to Jun 2026
- Management discussion (MD&A) commentary236 claims from 7 reports · Sep 2024 to Mar 2026
- Risk-factor changes17 claims from 1 reports · Dec 2025
- Risk factors85 risks from 2 annual reports · 2024 to 2025
Earnings calls
2 calls · Apr 2026 to Jul 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q2Jul 22, 2026
- FY2026 Q1Apr 22, 2026
Executive media
1 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- Podcasts1 · Apr 2023
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.