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SEI INVESTMENTS CO. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and SEI INVESTMENTS CO.’s Form 8-K, filed 2025-05-28 (Item 5.07 on EDGAR). Page generated 02 October 2026.

10Reported items
537Asset managers
3,095Fund votes
2025-05-28Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore SEI INVESTMENTS CO. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by SEI INVESTMENTS CO.

These tallies are SEI INVESTMENTS CO.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-28 (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.

SEI INVESTMENTS CO. — official shareholder meeting results, meeting held 2025-05-28
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Jonathan A. Brassington	76,042,537	18,832,214	771,933	--	--	Majority: yes
Elect Director: William M. Doran	82,199,447	12,952,820	494,417	--	--	Majority: yes
Elect Director: Alfred P. West, Jr.	90,664,344	4,490,032	492,308	--	--	Majority: yes

Source: SEI INVESTMENTS CO., Form 8-K, filed with the SEC on 2025-05-28 — read the filing on EDGAR.

How asset managers voted at the SEI INVESTMENTS CO. 2024-2025 meeting

Each item below shows how the 537 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.

1. To approve, on an advisory basis, the compensation of named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-28.

Combines 3 wordings of this item as funds reported it.

90% fund support · no official result

FOR 89%10%

The 502 asset managers below cast 90% of the shares they voted on this item FOR (77,938,469 for, 8,975,852 against).

FOR: 77,938,469 (89.4%)AGAINST: 8,975,852 (10.3%)ABSTAIN: 169,674 (0.2%)NOT VOTED: 137,963 (0.2%)NO VOTE: 617 (0.0%)

Largest asset managers voting on “To approve, on an advisory basis, the compensation of named executive officers.” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	11,749,059	3,415	1	For
BlackRock	10,056,856	833	0	For
Loomis Sayles	9,088,284	235,942	0	For
State Street	7,162,940	0	0	For
ATLANTA CAPITAL MANAGEMENT CO L L C	5,408,586	0	0	For
Eaton Vance	4,138,613	0	0	For
Fidelity	3,708,186	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	2,661,317	0	0	For
Invesco	1,938,535	0	0	For
Charles Schwab	1,350,102	0	0	For
Royce	1,269,673	0	0	For
Dimensional	0	1,174,628	0	Against
First Trust	876,434	0	0	For
Northern Trust	867,671	0	0	For
Natixis	98,294	635,627	0	Against
Amundi	0	727,920	0	Against
MELLON INVESTMENTS Corp	727,685	0	0	For
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	678,847	0	0	For
LORD, ABBETT & CO. LLC	643,771	0	0	For
Boston Trust Walden Co	607,351	0	0	For
Brown Advisory Funds	604,150	0	0	For
Lord Abbett	581,309	0	0	For
Victory Capital	507,773	0	0	For
BNP Paribas Asset Management Holding S.A.	0	466,542	0	Against
RAYMOND JAMES & ASSOCIATES	0	443,534	0	Against

Showing the 25 largest of 502 asset managers. See all 502 in the interactive database.

2. Election of Directors: Alfred P. West, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-28.

Combines 3 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 90,664,344AGAINST: 4,490,032

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Alfred P. West, Jr.”): 90,664,344 for, 4,490,032 against, per its Form 8-K filed 2025-05-28 (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 124,783,725 outstanding shares: 73% for, 4% against (76% of the company cast a for/against vote).

The 107 asset managers below cast 99.8% of the shares they voted on this item FOR (40,772,006 for, 78,707 against).

FOR 99.7%

FOR: 40,772,006 (99.8%)AGAINST: 78,707 (0.2%)ABSTAIN: 18,761 (0.0%)NOT VOTED: 15 (0.0%)

Largest asset managers voting on “Election of Directors: Alfred P. West, Jr.” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	11,532,378	3,409	0	For
BlackRock	5,783,662	0	0	For
Eaton Vance	4,138,613	0	0	For
Fidelity	3,134,544	0	0	For
Loomis Sayles	2,160,728	0	0	For
State Street	1,917,490	106	0	For
Royce	1,155,217	0	0	For
First Trust	874,535	0	0	For
Invesco	854,704	0	0	For
Dimensional	813,921	0	0	For
Charles Schwab	667,327	0	0	For
Brown Advisory Funds	604,150	0	0	For
Lord Abbett	581,309	0	0	For
BOSTON TRUST WALDEN FUNDS	434,918	0	0	For
Brighthouse	401,187	0	18,761	For
Equitable	361,157	0	0	For
ProShares	361,077	0	0	For
Columbia Threadneedle	337,325	0	0	For
Victory Capital	332,414	0	0	For
Jackson National	304,364	0	0	For
WisdomTree	278,880	0	0	For
ALPS ETF Trust	278,706	0	0	For
JPMorgan	270,922	0	0	For
TIAA	264,420	0	0	For
Northwestern Mutual	254,486	0	0	For

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

3. Election of Directors: Jonathan A. Brassington

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-28.

Combines 3 wordings of this item as funds reported it.

80% Majority: yes · of votes cast

FOR 80%AGAINST 20%

FOR: 76,042,537AGAINST: 18,832,214

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Jonathan A. Brassington”): 76,042,537 for, 18,832,214 against, per its Form 8-K filed 2025-05-28 (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 124,783,725 outstanding shares: 61% for, 15% against (76% of the company cast a for/against vote).

The 107 asset managers below cast 87% of the shares they voted on this item FOR (35,693,547 for, 5,157,166 against).

FOR 87%13%

FOR: 35,693,547 (87.3%)AGAINST: 5,157,166 (12.6%)ABSTAIN: 18,762 (0.0%)NOT VOTED: 15 (0.0%)

Largest asset managers voting on “Election of Directors: Jonathan A. Brassington” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	11,532,367	3,420	1	For
BlackRock	5,783,662	0	0	For
Eaton Vance	4,138,613	0	0	For
Fidelity	3,134,544	0	0	For
Loomis Sayles	2,160,728	0	0	For
State Street	7,116	1,910,480	0	Against
Royce	1,155,217	0	0	For
First Trust	874,535	0	0	For
Invesco	0	854,704	0	Against
Dimensional	0	813,921	0	Against
Charles Schwab	667,327	0	0	For
Brown Advisory Funds	604,150	0	0	For
Lord Abbett	581,309	0	0	For
BOSTON TRUST WALDEN FUNDS	434,918	0	0	For
Brighthouse	401,187	0	18,761	For
Equitable	361,157	0	0	For
ProShares	361,077	0	0	For
Columbia Threadneedle	0	337,325	0	Against
Victory Capital	332,414	0	0	For
Jackson National	104,514	199,850	0	Against
WisdomTree	0	278,880	0	Against
ALPS ETF Trust	278,706	0	0	For
JPMorgan	270,922	0	0	For
TIAA	0	264,420	0	Against
Northwestern Mutual	254,486	0	0	For

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

4. Election of Directors: William M. Doran

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-28.

Combines 3 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%14%

FOR: 82,199,447AGAINST: 12,952,820

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: William M. Doran”): 82,199,447 for, 12,952,820 against, per its Form 8-K filed 2025-05-28 (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 124,783,725 outstanding shares: 66% for, 10% against (76% of the company cast a for/against vote).

The 107 asset managers below cast 95% of the shares they voted on this item FOR (38,905,342 for, 1,945,371 against).

FOR 95%

FOR: 38,905,342 (95.2%)AGAINST: 1,945,371 (4.8%)ABSTAIN: 18,761 (0.0%)NOT VOTED: 15 (0.0%)

Largest asset managers voting on “Election of Directors: William M. Doran” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	11,532,372	3,416	0	For
BlackRock	5,783,662	0	0	For
Eaton Vance	4,138,613	0	0	For
Fidelity	3,134,544	0	0	For
Loomis Sayles	2,160,728	0	0	For
State Street	1,916,633	963	0	For
Royce	1,155,217	0	0	For
First Trust	874,535	0	0	For
Invesco	854,704	0	0	For
Dimensional	813,921	0	0	For
Charles Schwab	93	667,234	0	Against
Brown Advisory Funds	604,150	0	0	For
Lord Abbett	581,309	0	0	For
BOSTON TRUST WALDEN FUNDS	0	434,918	0	Against
Brighthouse	401,187	0	18,761	For
Equitable	249,454	111,703	0	For
ProShares	361,077	0	0	For
Columbia Threadneedle	0	337,325	0	Against
Victory Capital	332,414	0	0	For
Jackson National	304,364	0	0	For
WisdomTree	278,880	0	0	For
ALPS ETF Trust	278,706	0	0	For
JPMorgan	270,922	0	0	For
TIAA	264,420	0	0	For
Northwestern Mutual	208,344	46,142	0	For

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

5. TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2025.

AUDIT-RELATED

Meeting held 2025-05-28.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 105 asset managers below cast 99.9% of the shares they voted on this item FOR (40,710,526 for, 8,105 against).

FOR: 40,710,526 (99.9%)AGAINST: 8,105 (0.0%)ABSTAIN: 18,761 (0.0%)NOT VOTED: 15 (0.0%)

Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2025.” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	11,535,787	1	0	For
BlackRock	5,783,662	0	0	For
Eaton Vance	4,138,613	0	0	For
Fidelity	3,134,544	0	0	For
Loomis Sayles	2,160,728	0	0	For
State Street	1,917,490	106	0	For
Royce	1,155,217	0	0	For
First Trust	874,535	0	0	For
Invesco	854,704	0	0	For
Dimensional	813,921	0	0	For
Charles Schwab	667,327	0	0	For
Brown Advisory Funds	604,150	0	0	For
Lord Abbett	581,309	0	0	For
BOSTON TRUST WALDEN FUNDS	434,918	0	0	For
Brighthouse	401,187	0	18,761	For
Equitable	361,157	0	0	For
ProShares	361,077	0	0	For
Columbia Threadneedle	337,325	0	0	For
Victory Capital	332,414	0	0	For
Jackson National	304,364	0	0	For
WisdomTree	278,880	0	0	For
ALPS ETF Trust	278,706	0	0	For
JPMorgan	270,922	0	0	For
TIAA	264,420	0	0	For
Northwestern Mutual	254,486	0	0	For

Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.

6. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-28.

97% fund support · no official result

FOR 97%

The 18 asset managers below cast 97% of the shares they voted on this item FOR (1,029,765 for, 26,769 against).

FOR: 1,029,765 (97.5%)AGAINST: 26,769 (2.5%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Vote
JPMorgan	376,675	0	For
APG Asset Management US Inc.	245,796	0	For
TD ASSET MANAGEMENT INC	130,510	0	For
TD Waterhouse Canada Inc.	92,995	0	For
Empower	68,791	0	For
GuideStone	63,291	0	For
Vinva Investment Management Ltd	48,792	0	For
NORDEA INVESTMENT MANAGEMENT AB	0	9,422	Against
FAYEZ SAROFIM & CO	0	6,675	Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	0	4,205	Against
Desjardins Global Asset Management Inc.	0	2,426	Against
Metzler Asset Management GmbH	0	2,392	Against
iA Global Asset Management Inc.	1,835	0	For
Regime de rentes du Mouvement Desjardins	0	1,649	Against
Colony Family Offices, LLC	976	0	For
Convergence Investment Partners, LLC	68	0	For
Uniplan Investment Counsel, Inc.	36	0	For
Beutel, Goodman & Co Ltd.	0	0	--

7. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-28.

50.3% fund support · no official result

FOR 50.3%AGAINST 49.6%

The 7 asset managers below cast 50.3% of the shares they voted on this item FOR (81,503 for, 80,424 against).

FOR: 81,503 (50.3%)AGAINST: 80,424 (49.6%)NOT VOTED: 229 (0.1%)

Largest asset managers voting on “14A Executive Compensation” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Vote
Interval Partners, LP	0	80,357	Against
HAHN CAPITAL MANAGEMENT LLC	78,049	0	For
MQS Management LLC	3,299	0	For
LEAVELL INVESTMENT MANAGEMENT, INC.	0	0	Not Voted
COURIER CAPITAL LLC	137	0	For
Baker Avenue Asset Management, LP	0	67	Against
PEDDOCK CAPITAL ADVISORS, LLC	18	0	For

8. To approve, on an advisory basis, the compensation of named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-29 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

0% fund support · no official result

AGAINST 100%

The 4 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 2,450 against).

AGAINST: 2,450 (100.0%)

Largest asset managers voting on “To approve, on an advisory basis, the compensation of named executive officers.” at SEI INVESTMENTS CO., 2024-2025
Asset manager	Against	Vote
COLDSTREAM CAPITAL MANAGEMENT INC	1,200	Against
DIVIDEND ASSETS CAPITAL, LLC	700	Against
VAUGHAN DAVID INVESTMENTS LLC/IL	550	Against
Echo45 Advisors LLC	0	--

9. ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-28.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (2,170 for, 0 against).

FOR: 2,170 (100.0%)

Largest asset managers voting on “ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
NTV ASSET MANAGEMENT LLC	2,000	0	0	0	For
Parisi Gray Wealth Management	170	0	0	0	For

10. Ratify KPMG LLP as Auditors

AUDIT-RELATED

Meeting held 2025-05-28.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (132,082 for, 0 against).

FOR: 132,082 (100.0%)

Largest asset managers voting on “Ratify KPMG LLP as Auditors” at SEI INVESTMENTS CO., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Empower	68,791	0	0	0	For
GuideStone	63,291	0	0	0	For

Largest SEI INVESTMENTS CO. shareholders voting in 2024-2025

Ranked by the number of SEI INVESTMENTS CO. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 124,783,725 shares outstanding at the time of that meeting.

Top SEI INVESTMENTS CO. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Vanguard	9.42%
2	BlackRock	8.06%
3	Loomis Sayles	7.47%
4	State Street	5.74%
5	ATLANTA CAPITAL MANAGEMENT CO L L C	4.33%
6	Eaton Vance	3.32%
7	Fidelity	2.97%
8	GEODE CAPITAL MANAGEMENT, LLC	2.13%
9	Invesco	1.55%
10	Charles Schwab	1.08%

Reported SEI INVESTMENTS CO. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

SEI INVESTMENTS CO. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Loralee West	10.10%	DEF14A
Vanguard Group	9.18%	13F
BlackRock	9.11%	13F
William M. Doran	7.35%	DEF14A
Loomis, Sayles & Co., L.P.	6.96%	13G
Morgan Stanley	4.64%	13F
State Street	4.60%	13F
Alfred P. West, Jr.	2.98%	DEF14A
Carmen V. Romeo	2.36%	DEF14A
Geode Capital	2.15%	13F

Percentages above are of 124,783,725 shares outstanding, as reported by SEI INVESTMENTS CO. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At SEI INVESTMENTS CO.'s shareholder meeting held 2025-05-28, in the 2024-2025 proxy season, 537 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,095 separate fund positions. Their filings are grouped here into 10 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 90% 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 · 2024-2025 (this page) · 2025-2026.