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Compiled from SEC Form N-PX filings and SEI INVESTMENTS CO.’s Form 8-K, filed 2024-05-30 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore SEI INVESTMENTS CO. in the interactive database Compare manager voting policies
These tallies are SEI INVESTMENTS CO.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-30 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Carl A. Guarino | 81,986,346 | 21,187,686 | 288,284 | -- | -- | Majority: yes |
| Elect Director: Stephanie D. Miller | 102,878,356 | 464,437 | 119,523 | -- | -- | Majority: yes |
| Elect Director: Carmen V. Romeo | 89,148,188 | 14,205,236 | 108,892 | -- | -- | Majority: yes |
| A resolution to approve the adoption of the 2024 Omnibus Equity Compensation Plan received the votes set forth below: | 84,926,107 | 18,392,780 | 143,429 | -- | -- | Majority: yes |
Source: SEI INVESTMENTS CO., Form 8-K, filed with the SEC on 2024-05-30 — read the filing on EDGAR.
Each item below shows how the 476 asset managers that disclosed a SEI INVESTMENTS CO. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SEI INVESTMENTS CO.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
53.5% fund support · no official result
The 452 asset managers below cast 53.5% of the shares they voted on this item FOR (45,948,148 for, 39,873,987 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,876,530 | 0 | 0 | 0 | For |
| BlackRock | 10,193,337 | 162,291 | 0 | 0 | For |
| State Street | 7,021,238 | 66,309 | 0 | 0 | For |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 0 | 5,177,040 | 0 | 0 | Against |
| Invesco | 4,445,062 | 0 | 0 | 0 | For |
| Eaton Vance | 0 | 4,259,526 | 0 | 0 | Against |
| Beutel, Goodman & Co Ltd. | 3,771,412 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 366,377 | 1,853,224 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 2,040,175 | 0 | 0 | Against |
| Royce | 0 | 1,453,868 | 0 | 0 | Against |
| Charles Schwab | 0 | 1,298,075 | 0 | 0 | Against |
| Man Group plc | 0 | 1,183,030 | 0 | 0 | Against |
| First Trust | 838 | 1,150,686 | 0 | 0 | Against |
| Dimensional | 0 | 1,102,385 | 0 | 0 | Against |
| Northern Trust | 1,914 | 1,017,533 | 0 | 0 | Against |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 886,723 | 0 | 0 | Against |
| Thrivent | 0 | 868,380 | 0 | 0 | Against |
| SETANTA ASSET MANAGEMENT LTD | 803,498 | 0 | 0 | 0 | For |
| Natixis | 104,336 | 658,681 | 0 | 0 | Against |
| Legal & General Investment Management Ltd | 0 | 680,842 | 0 | 0 | Against |
| Brighthouse | 534,260 | 41,020 | 47,045 | 0 | For |
| Boston Trust Walden Co | 0 | 568,374 | 0 | 0 | Against |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0 | 565,270 | 0 | 0 | Against |
Showing the 25 largest of 452 asset managers. See all 452 in the interactive database.
Combines 6 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
SEI INVESTMENTS CO.’s own tally for this item (“A resolution to approve the adoption of the 2024 Omnibus Equity Compensation Plan received the votes set forth below:”): 84,926,107 for, 18,392,780 against, per its Form 8-K filed 2024-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 131,329,261 outstanding shares: 65% for, 14% against (79% of the company cast a for/against vote).
The 111 asset managers below cast 91% of the shares they voted on this item FOR (38,600,616 for, 3,833,686 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,628,904 | 0 | 0 | 0 | For |
| BlackRock | 5,879,646 | 0 | 0 | 0 | For |
| Eaton Vance | 4,259,526 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 2,214,828 | 0 | 0 | 0 | For |
| Invesco | 2,172,298 | 0 | 0 | 0 | For |
| State Street | 8,674 | 2,115,766 | 0 | 0 | Against |
| Royce | 1,342,487 | 0 | 0 | 0 | For |
| First Trust | 1,148,780 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| Dimensional | 796,383 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 645,553 | 0 | 0 | Against |
| Brighthouse | 622,325 | 0 | 0 | 0 | For |
| ProShares | 465,021 | 0 | 0 | 0 | For |
| Thrivent | 425,328 | 0 | 0 | 0 | For |
| Equitable | 296,308 | 125,710 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 418,393 | 0 | 0 | 0 | For |
| Victory Capital | 354,928 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 354,374 | 0 | 0 | Against |
| Jackson National | 323,261 | 0 | 0 | 0 | For |
| Northwestern Mutual | 285,259 | 0 | 0 | 0 | For |
| TIAA | 260,566 | 0 | 0 | 0 | For |
| WisdomTree | 235,590 | 0 | 0 | 0 | For |
| American Century | 0 | 231,575 | 0 | 0 | Against |
| JPMorgan | 217,001 | 0 | 0 | 0 | For |
Showing the 25 largest of 111 asset managers. See all 111 in the interactive database.
Combines 3 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Carl A. Guarino”): 81,986,346 for, 21,187,686 against, per its Form 8-K filed 2024-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 131,329,261 outstanding shares: 62% for, 16% against (79% of the company cast a for/against vote).
The 100 asset managers below cast 85% of the shares they voted on this item FOR (36,005,082 for, 6,298,131 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,628,904 | 0 | 0 | 0 | For |
| BlackRock | 5,879,646 | 0 | 0 | 0 | For |
| Eaton Vance | 4,259,526 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 2,214,828 | 0 | 0 | 0 | For |
| Invesco | 0 | 2,172,298 | 0 | 0 | Against |
| State Street | 7,660 | 2,116,780 | 0 | 0 | Against |
| Royce | 1,342,487 | 0 | 0 | 0 | For |
| First Trust | 1,148,780 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| Dimensional | 796,383 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 645,553 | 0 | 0 | Against |
| Brighthouse | 575,280 | 0 | 47,045 | 0 | For |
| ProShares | 465,021 | 0 | 0 | 0 | For |
| Thrivent | 425,328 | 0 | 0 | 0 | For |
| Equitable | 422,018 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 418,393 | 0 | 0 | 0 | For |
| Victory Capital | 354,928 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 354,374 | 0 | 0 | 0 | For |
| Jackson National | 124,137 | 199,124 | 0 | 0 | Against |
| Northwestern Mutual | 285,259 | 0 | 0 | 0 | For |
| TIAA | 0 | 260,566 | 0 | 0 | Against |
| WisdomTree | 0 | 235,590 | 0 | 0 | Against |
| American Century | 231,575 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 217,001 | 0 | 0 | Against |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
Combines 3 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Carmen V. Romeo”): 89,148,188 for, 14,205,236 against, per its Form 8-K filed 2024-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 131,329,261 outstanding shares: 68% for, 11% against (79% of the company cast a for/against vote).
The 100 asset managers below cast 93% of the shares they voted on this item FOR (39,534,821 for, 2,768,392 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,628,904 | 0 | 0 | 0 | For |
| BlackRock | 5,879,646 | 0 | 0 | 0 | For |
| Eaton Vance | 4,259,526 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 2,214,828 | 0 | 0 | 0 | For |
| Invesco | 2,172,298 | 0 | 0 | 0 | For |
| State Street | 7,660 | 2,116,780 | 0 | 0 | Against |
| Royce | 1,342,487 | 0 | 0 | 0 | For |
| First Trust | 1,148,780 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| Dimensional | 796,383 | 0 | 0 | 0 | For |
| Charles Schwab | 645,553 | 0 | 0 | 0 | For |
| Brighthouse | 575,280 | 0 | 47,045 | 0 | For |
| ProShares | 465,021 | 0 | 0 | 0 | For |
| Thrivent | 425,328 | 0 | 0 | 0 | For |
| Equitable | 422,018 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 418,393 | 0 | 0 | 0 | For |
| Victory Capital | 354,928 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 354,374 | 0 | 0 | 0 | For |
| Jackson National | 124,137 | 199,124 | 0 | 0 | Against |
| Northwestern Mutual | 285,259 | 0 | 0 | 0 | For |
| TIAA | 260,566 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 235,590 | 0 | 0 | Against |
| American Century | 231,575 | 0 | 0 | 0 | For |
| JPMorgan | 217,001 | 0 | 0 | 0 | For |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Stephanie D. Miller”): 102,878,356 for, 464,437 against, per its Form 8-K filed 2024-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 131,329,261 outstanding shares: 78% for, 0.4% against (79% of the company cast a for/against vote).
The 100 asset managers below cast 100% of the shares they voted on this item FOR (42,303,213 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,628,904 | 0 | 0 | 0 | For |
| BlackRock | 5,879,646 | 0 | 0 | 0 | For |
| Eaton Vance | 4,259,526 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 2,214,828 | 0 | 0 | 0 | For |
| Invesco | 2,172,298 | 0 | 0 | 0 | For |
| State Street | 2,124,440 | 0 | 0 | 0 | For |
| Royce | 1,342,487 | 0 | 0 | 0 | For |
| First Trust | 1,148,780 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| Dimensional | 796,383 | 0 | 0 | 0 | For |
| Charles Schwab | 645,553 | 0 | 0 | 0 | For |
| Brighthouse | 575,280 | 0 | 47,045 | 0 | For |
| ProShares | 465,021 | 0 | 0 | 0 | For |
| Thrivent | 425,328 | 0 | 0 | 0 | For |
| Equitable | 422,018 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 418,393 | 0 | 0 | 0 | For |
| Victory Capital | 354,928 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 354,374 | 0 | 0 | 0 | For |
| Jackson National | 323,261 | 0 | 0 | 0 | For |
| Northwestern Mutual | 285,259 | 0 | 0 | 0 | For |
| TIAA | 260,566 | 0 | 0 | 0 | For |
| WisdomTree | 235,590 | 0 | 0 | 0 | For |
| American Century | 231,575 | 0 | 0 | 0 | For |
| JPMorgan | 217,001 | 0 | 0 | 0 | For |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% fund support · no official result
The 98 asset managers below cast 99.9% of the shares they voted on this item FOR (42,219,440 for, 37,273 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 11,628,904 | 0 | 0 | 0 | For |
| BlackRock | 5,879,646 | 0 | 0 | 0 | For |
| Eaton Vance | 4,259,526 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,304,046 | 0 | 0 | 0 | For |
| Fidelity | 2,214,828 | 0 | 0 | 0 | For |
| Invesco | 2,172,298 | 0 | 0 | 0 | For |
| State Street | 2,124,069 | 371 | 0 | 0 | For |
| Royce | 1,342,487 | 0 | 0 | 0 | For |
| First Trust | 1,148,780 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 911,650 | 0 | 0 | 0 | For |
| Dimensional | 796,383 | 0 | 0 | 0 | For |
| Charles Schwab | 645,553 | 0 | 0 | 0 | For |
| Brighthouse | 575,280 | 0 | 47,045 | 0 | For |
| ProShares | 465,021 | 0 | 0 | 0 | For |
| Thrivent | 425,328 | 0 | 0 | 0 | For |
| Equitable | 422,018 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 418,393 | 0 | 0 | 0 | For |
| Victory Capital | 354,928 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 354,374 | 0 | 0 | 0 | For |
| Jackson National | 323,261 | 0 | 0 | 0 | For |
| Northwestern Mutual | 285,259 | 0 | 0 | 0 | For |
| TIAA | 260,566 | 0 | 0 | 0 | For |
| WisdomTree | 235,590 | 0 | 0 | 0 | For |
| American Century | 231,575 | 0 | 0 | 0 | For |
| JPMorgan | 217,001 | 0 | 0 | 0 | For |
Showing the 25 largest of 98 asset managers. See all 98 in the interactive database.
28% fund support · no official result
The 17 asset managers below cast 28% of the shares they voted on this item FOR (307,299 for, 775,107 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TD ASSET MANAGEMENT INC | 0 | 237,622 | 0 | 0 | Against |
| JPMorgan | 225,091 | 0 | 0 | 0 | For |
| Desjardins Global Asset Management Inc. | 0 | 222,840 | 0 | 0 | Against |
| APG Asset Management US Inc. | 0 | 190,105 | 0 | 0 | Against |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 77,147 | 0 | 0 | 0 | For |
| Empower | 0 | 46,449 | 0 | 0 | Against |
| Regime de rentes du Mouvement Desjardins | 0 | 43,802 | 0 | 0 | Against |
| Tredje AP-fonden | 0 | 17,128 | 0 | 0 | Against |
| NORDEA INVESTMENT MANAGEMENT AB | 0 | 8,258 | 0 | 0 | Against |
| OSSIAM | 4,974 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 0 | 4,118 | 0 | 0 | Against |
| Vinva Investment Management Ltd | 0 | 2,750 | 0 | 0 | Against |
| iA Global Asset Management Inc. | 0 | 1,149 | 0 | 0 | Against |
| CIDEL ASSET MANAGEMENT INC | 0 | 722 | 0 | 0 | Against |
| ALGERT GLOBAL LLC | 0 | 164 | 0 | 0 | Against |
| Warren Street Wealth Advisors, LLC | 51 | 0 | 0 | 0 | For |
| Convergence Investment Partners, LLC | 36 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (2,168 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NTV ASSET MANAGEMENT LLC | 2,000 | 0 | 0 | 0 | For |
| Parisi Gray Wealth Management | 168 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (46,500 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 46,449 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 51 | 0 | 0 | 0 | For |
Ranked by the number of SEI INVESTMENTS CO. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 131,329,261 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.04% |
| 2 | BlackRock | 7.89% |
| 3 | State Street | 5.40% |
| 4 | ATLANTA CAPITAL MANAGEMENT CO L L C | 3.94% |
| 5 | Invesco | 3.38% |
| 6 | Eaton Vance | 3.24% |
| 7 | Beutel, Goodman & Co Ltd. | 2.87% |
| 8 | Loomis Sayles | 1.75% |
| 9 | Fidelity | 1.69% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.55% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Loralee West | 9.89% | DEF14A |
| Vanguard Group | 8.57% | 13F |
| Loomis Sayles & Co., L.P. | 7.23% | DEF14A |
| BlackRock | 7.05% | 13F |
| William M. Doran | 7.03% | DEF14A |
| State Street | 4.43% | 13F |
| Morgan Stanley | 4.26% | 13F |
| Alfred P. West, Jr. | 3.55% | DEF14A |
| Carmen V. Romeo | 2.23% | DEF14A |
| Invesco | 1.81% | 13F |
Percentages above are of 131,329,261 shares outstanding, as reported by SEI INVESTMENTS CO. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SEI INVESTMENTS CO.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At SEI INVESTMENTS CO.'s shareholder meeting held 2024-05-29, in the 2023-2024 proxy season, 476 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,230 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. SEI INVESTMENTS CO.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, on an advisory basis, the compensation of named executive officers. — the reporting funds cast 53.5% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
SEI INVESTMENTS CO. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.