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SEI Investments Company 2025-2026 Proxy Voting Records

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

  • 10Reported items
  • 516Asset managers
  • 3,006Fund votes
  • 2026-05-27Meeting date

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

Explore SEI Investments Company in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by SEI Investments Company

These tallies are SEI Investments Company’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-28 (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 Company — official shareholder meeting results, meeting held 2026-05-27
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Ryan P. Hicke 92,788,7711,993,77489,014 ---- Majority: yes
Elect Director: Kathryn M. McCarthy 78,056,14216,743,17572,242 ---- Majority: yes
Elect Director: Thomas C. Naratil 92,377,9972,410,52683,036 ---- Majority: yes

Source: SEI Investments Company, Form 8-K, filed with the SEC on 2026-05-28 — read the filing on EDGAR.

How asset managers voted at the SEI Investments Company 2025-2026 meeting

Each item below shows how the 516 asset managers that disclosed a SEI Investments Company 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 Company’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

Combines 2 wordings of this item as funds reported it.

98% fund support · no official result

FOR 98%

The 485 asset managers below cast 98% of the shares they voted on this item FOR (88,335,827 for, 2,143,124 against).

FOR: 88,335,827 (97.6%)AGAINST: 2,143,124 (2.4%)ABSTAIN: 25,911 (0.0%)NOT VOTED: 6,536 (0.0%)
Largest asset managers voting on “To approve, on an advisory basis, the compensation of named executive officers.” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard11,069,4396 00For
Loomis Sayles9,455,450279,768 00For
BlackRock9,123,489774 00For
Fidelity5,666,5010 00For
ATLANTA CAPITAL MANAGEMENT CO L L C4,711,0330 00For
State Street3,926,1120 00For
Eaton Vance3,526,6560 00For
Invesco3,389,0480 00For
GEODE CAPITAL MANAGEMENT, LLC2,879,3720 00For
LORD, ABBETT & CO. LLC2,285,2270 00For
Lord Abbett2,094,3810 00For
First Trust1,867,6400 00For
Charles Schwab1,362,2280 00For
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1,137,5980 00For
Victory Capital1,001,4090 00For
Boston Partners923,8540 00For
John Hancock922,9190 00For
Royce917,7110 00For
Dimensional897,1270 00For
Northern Trust879,5620 00For
Clark Capital Management Group, Inc.711,5560 00For
MELLON INVESTMENTS Corp639,1180 00For
Thrivent634,6030 00For
BOSTON TRUST WALDEN NATIONAL ASSOCIATION566,0470 00For
FIRST FINANCIAL BANKSHARES INC545,3980 00For

Showing the 25 largest of 485 asset managers. See all 485 in the interactive database.

2. Election of Directors: Kathryn M. McCarthy

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%AGAINST 18%
FOR: 78,056,142AGAINST: 16,743,175

SEI Investments Company’s own tally for this item (“Elect Director: Kathryn M. McCarthy”): 78,056,142 for, 16,743,175 against, per its Form 8-K filed 2026-05-28 (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 120,272,976 outstanding shares: 65% for, 14% against (79% of the company cast a for/against vote).

The 106 asset managers below cast 90% of the shares they voted on this item FOR (37,930,468 for, 4,343,924 against).

FOR 90%10%
FOR: 37,930,468 (89.7%)AGAINST: 4,343,924 (10.3%)ABSTAIN: 19,786 (0.0%)NOT VOTED: 72 (0.0%)
Largest asset managers voting on “Election of Directors: Kathryn M. McCarthy” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard10,302,8968,236 00For
BlackRock5,216,5580 00For
Fidelity4,041,1970 00For
Eaton Vance3,526,6560 00For
Loomis Sayles2,243,8970 00For
Lord Abbett2,094,3810 00For
First Trust1,832,8540 00For
State Street9,4401,681,049 00Against
Invesco1,654,0660 00For
John Hancock46,766805,966 00Against
Royce829,1700 00For
Charles Schwab668,927161 00For
Victory Capital573,8570 00For
Dimensional0491,985 00Against
Brighthouse411,4250 19,7860For
Equitable340,8630 00For
Columbia Threadneedle335,6830 00For
BOSTON TRUST WALDEN FUNDS0327,560 00Against
Thrivent309,4140 00For
ProShares304,2340 00For
Brown Advisory Funds284,9720 00For
FRANKLIN FUND ALLOCATOR SERIES276,8410 00For
WisdomTree0272,791 00Against
Jackson National98,800161,631 00Against
JPMorgan249,9840 00For

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

3. Election of Directors: Ryan P. Hicke

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 92,788,771AGAINST: 1,993,774

SEI Investments Company’s own tally for this item (“Elect Director: Ryan P. Hicke”): 92,788,771 for, 1,993,774 against, per its Form 8-K filed 2026-05-28 (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 120,272,976 outstanding shares: 77% for, 2% against (79% of the company cast a for/against vote).

The 106 asset managers below cast 98% of the shares they voted on this item FOR (41,456,055 for, 818,336 against).

FOR 98%
FOR: 41,456,055 (98.0%)AGAINST: 818,336 (1.9%)ABSTAIN: 19,786 (0.0%)NOT VOTED: 72 (0.0%)
Largest asset managers voting on “Election of Directors: Ryan P. Hicke” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard10,311,1256 00For
BlackRock5,216,5580 00For
Fidelity4,041,1970 00For
Eaton Vance3,526,6560 00For
Loomis Sayles2,243,8970 00For
Lord Abbett2,094,3810 00For
First Trust1,832,8540 00For
State Street1,690,39495 00For
Invesco1,654,0660 00For
John Hancock141,135711,597 00Against
Royce829,1700 00For
Charles Schwab669,0880 00For
Victory Capital573,8570 00For
Dimensional491,9850 00For
Brighthouse411,4250 19,7860For
Equitable340,8630 00For
Columbia Threadneedle335,6830 00For
BOSTON TRUST WALDEN FUNDS327,5600 00For
Thrivent309,4140 00For
ProShares304,2340 00For
Brown Advisory Funds284,9720 00For
FRANKLIN FUND ALLOCATOR SERIES276,8410 00For
WisdomTree272,7910 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

4. Election of Directors: Tom C. Naratil

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 92,377,997AGAINST: 2,410,526

SEI Investments Company’s own tally for this item (“Elect Director: Thomas C. Naratil”): 92,377,997 for, 2,410,526 against, per its Form 8-K filed 2026-05-28 (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 120,272,976 outstanding shares: 77% for, 2% against (79% of the company cast a for/against vote).

The 106 asset managers below cast 98% of the shares they voted on this item FOR (41,447,969 for, 826,424 against).

FOR 98%
FOR: 41,447,969 (98.0%)AGAINST: 826,424 (2.0%)ABSTAIN: 19,786 (0.0%)NOT VOTED: 72 (0.0%)
Largest asset managers voting on “Election of Directors: Tom C. Naratil” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard10,302,9438,189 00For
BlackRock5,216,5580 00For
Fidelity4,041,1970 00For
Eaton Vance3,526,6560 00For
Loomis Sayles2,243,8970 00For
Lord Abbett2,094,3810 00For
First Trust1,832,8540 00For
State Street1,690,4890 00For
Invesco1,654,0660 00For
John Hancock141,135711,597 00Against
Royce829,1700 00For
Charles Schwab669,0880 00For
Victory Capital573,8570 00For
Dimensional491,9850 00For
Brighthouse411,4250 19,7860For
Equitable340,8630 00For
Columbia Threadneedle335,6830 00For
BOSTON TRUST WALDEN FUNDS327,5600 00For
Thrivent309,4140 00For
ProShares304,2340 00For
Brown Advisory Funds284,9720 00For
FRANKLIN FUND ALLOCATOR SERIES276,8410 00For
WisdomTree272,7910 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.

5. TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2026.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 103 asset managers below cast 99.9% of the shares they voted on this item FOR (42,214,694 for, 97 against).

FOR: 42,214,694 (100.0%)AGAINST: 97 (0.0%)ABSTAIN: 19,786 (0.0%)NOT VOTED: 72 (0.0%)
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2026.” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard10,311,1302 00For
BlackRock5,216,5580 00For
Fidelity4,041,1970 00For
Eaton Vance3,526,6560 00For
Loomis Sayles2,243,8970 00For
Lord Abbett2,094,3810 00For
First Trust1,832,8540 00For
State Street1,690,39495 00For
Invesco1,654,0660 00For
John Hancock852,7320 00For
Royce829,1700 00For
Charles Schwab669,0880 00For
Victory Capital573,8570 00For
Dimensional491,9850 00For
Brighthouse411,4250 19,7860For
Equitable340,8630 00For
Columbia Threadneedle335,6830 00For
BOSTON TRUST WALDEN FUNDS327,5600 00For
Thrivent309,4140 00For
ProShares304,2340 00For
Brown Advisory Funds284,9720 00For
FRANKLIN FUND ALLOCATOR SERIES276,8410 00For
WisdomTree272,7910 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

Showing the 25 largest of 103 asset managers. See all 103 in the interactive database.

6. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 13 asset managers below cast 100% of the shares they voted on this item FOR (400,222 for, 0 against).

FOR: 400,222 (100.0%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
APG Asset Management US Inc.252,5110 00For
TD Waterhouse Canada Inc.64,1300 00For
Empower43,1010 00For
AMERICAN BEACON FUNDS14,5000 00For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma10,9500 00For
GLOBEFLEX CAPITAL L P4,7190 00For
Sepio Capital, LP4,6150 00For
Integrated Quantitative Investments LLC2,2000 00For
NORTHERN LIGHTS FUND TRUST II2,0000 00For
Wilshire Advisors LLC1,1790 00For
CIDEL ASSET MANAGEMENT INC3050 00For
Convergence Investment Partners, LLC120 00For
Beutel, Goodman & Co Ltd.00 00--

7. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 99.8%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (106,585 for, 0 against).

FOR: 106,585 (99.8%)ABSTAIN: 207 (0.2%)
Largest asset managers voting on “14A Executive Compensation” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
HAHN CAPITAL MANAGEMENT LLC56,7990 00For
Interval Partners, LP48,1280 00For
MQS Management LLC1,4360 00For
LEAVELL INVESTMENT MANAGEMENT, INC.00 2070Abstain
COURIER CAPITAL LLC1370 00For
Baker Avenue Asset Management, LP670 00For
PEDDOCK CAPITAL ADVISORS, LLC180 00For

8. Advisory vote to approve executive compensation

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (2,061 for, 0 against).

FOR: 2,061 (100.0%)
Largest asset managers voting on “Advisory vote to approve executive compensation” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
NTV ASSET MANAGEMENT LLC2,0190 00For
Cannon Financial Strategists, Inc.420 00For

9. Ratify KPMG LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (45,101 for, 0 against).

FOR: 45,101 (100.0%)
Largest asset managers voting on “Ratify KPMG LLP as Auditors” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower43,1010 00For
NORTHERN LIGHTS FUND TRUST II2,0000 00For

10. To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (18 for, 0 against).

FOR: 18 (100.0%)
Largest asset managers voting on “To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives” at SEI Investments Company, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Modern Wealth Management, LLC90 00For
Tandem Financial, LLC90 00For

Largest SEI Investments Company shareholders voting in 2025-2026

Ranked by the number of SEI Investments Company shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 120,272,976 shares outstanding at the time of that meeting.

Top SEI Investments Company shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 9.20%
2Loomis Sayles 8.09%
3BlackRock 7.59%
4Fidelity 4.71%
5ATLANTA CAPITAL MANAGEMENT CO L L C 3.92%
6State Street 3.26%
7Eaton Vance 2.93%
8Invesco 2.82%
9GEODE CAPITAL MANAGEMENT, LLC 2.39%
10LORD, ABBETT & CO. LLC 1.90%

Reported SEI Investments Company ownership

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

SEI Investments Company beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
Vanguard Group 9.21% 13F
BlackRock 8.41% 13F
Loomis, Sayles & Co., L.P. 7.04% 13G
Morgan Stanley 4.22% 13F
State Street 3.48% 13F
SEI Investments Co 3.33% 13G
Geode Capital 2.35% 13F
FMR (Fidelity) 1.74% 13F
Dimensional Fund Advisors 1.56% 13F
Invesco 0.95% 13F

Percentages above are of 120,272,976 shares outstanding, as reported by SEI Investments Company on its Form 10-Q dated 2026-04-10 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Company’s 10-Q dated 2026-04-10. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At SEI Investments Company's shareholder meeting held 2026-05-27, in the 2025-2026 proxy season, 516 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,006 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 Company'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 98% 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 Company proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).