Home › Companies › SEI Investments Company › 2025-2026

SEI Investments Company 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and SEI Investments Company’s Form 8-K, filed May 28, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 5Ballot items
  • 518Asset managers
  • 3,063Fund votes
  • May 27, 2026Meeting date

Results at a glance

Meeting of May 27, 2026: 5 items on SEI Investments Company’s Form 8-K, filed May 28, 2026: 3 elected · 2 approved.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 May 28, 2026 (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 May 27, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Ryan P. Hicke 92,788,7711,993,77489,014 ---- 98%Elected—
Elect Director: Kathryn M. McCarthy 78,056,14216,743,17572,242 ---- 82%Elected—
Elect Director: Thomas C. Naratil 92,377,9972,410,52683,036 ---- 97%Elected—
(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 97.5% of the votes cast based on the votes set forth below: 92,371,9032,401,82397,833 ---- 97%Approveda supermajority of the votes cast
(3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2026 was ratified by 99.4% of the votes cast based on the votes set forth below: 100,232,168627,56186,953 ---- 99.3%Approveda supermajority of the votes cast

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

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

Each item below shows how the 518 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.

1. Elect Director: Kathryn M. McCarthy

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%AGAINST
FOR: 78,056,142AGAINST: 16,743,175
Details: description as filed, official tally, votes by 107 asset managers

Description as filed by funds: Election of Directors: Kathryn M. McCarthy

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 May 28, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “On May 27, 2026, at the 2026 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 82% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 36,958,925 for, 4,354,097 against, 19,786 abstained, 72 not voted.

FOR
FOR: 36,958,925AGAINST: 4,354,097ABSTAIN: 19,786NOT VOTED: 72
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
State Street9,4401,681,049 00Against
Invesco1,654,0660 00For
First Trust858,2040 00For
John Hancock46,766805,966 00Mixed
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
WisdomTree0276,300 00Against
Jackson National98,800161,631 00Mixed
JPMorgan249,9840 00For

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

2. Elect Director: Ryan P. Hicke

Official resultDIRECTOR ELECTIONSReported outcome: Elected

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
Details: description as filed, official tally, votes by 107 asset managers

Description as filed by funds: Election of Directors: Ryan P. Hicke

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 May 28, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “On May 27, 2026, at the 2026 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 40,494,685 for, 818,336 against, 19,786 abstained, 72 not voted.

FOR
FOR: 40,494,685AGAINST: 818,336ABSTAIN: 19,786NOT VOTED: 72
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
State Street1,690,39495 00For
Invesco1,654,0660 00For
First Trust858,2040 00For
John Hancock141,135711,597 00Mixed
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
WisdomTree276,3000 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

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

3. Elect Director: Thomas C. Naratil

Official resultDIRECTOR ELECTIONSReported outcome: Elected

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
Details: description as filed, official tally, votes by 107 asset managers

Description as filed by funds: Election of Directors: Tom C. Naratil

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 May 28, 2026 (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.

Reported outcome: Elected, in the filing’s own words: “On May 27, 2026, at the 2026 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 40,486,599 for, 826,424 against, 19,786 abstained, 72 not voted.

FOR
FOR: 40,486,599AGAINST: 826,424ABSTAIN: 19,786NOT VOTED: 72
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
State Street1,690,4890 00For
Invesco1,654,0660 00For
First Trust858,2040 00For
John Hancock141,135711,597 00Mixed
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
WisdomTree276,3000 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

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

4. (2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 97.5%…

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 11 wordings of this item as funds reported it.

97% Approved · of votes cast

FOR 97%
FOR: 92,371,903AGAINST: 2,401,823
Details: description as filed, official tally, votes by 518 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of named executive officers.

SEI Investments Company’s own tally for this item (“(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 97.5% of the votes cast based on the votes set forth below:”): 92,371,903 for, 2,401,823 against — passed, per its Form 8-K filed May 28, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 97.5% of the votes cast based on the votes set forth below:”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the votes cast (“97.5% of the votes cast”).

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 107 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
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
State Street1,690,4890 00For
Invesco1,654,0660 00For
First Trust858,2040 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 Threadneedle0335,683 00Against
BOSTON TRUST WALDEN FUNDS327,5600 00For
Thrivent309,4140 00For
ProShares304,2340 00For
Brown Advisory Funds284,9720 00For
FRANKLIN FUND ALLOCATOR SERIES276,8410 00For
WisdomTree276,3000 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

Fund voting reports, all 107 managers: 40,801,324 for, 512,912 against, 19,786 abstained, 72 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 441 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
Loomis Sayles7,211,553279,768 00For
ATLANTA CAPITAL MANAGEMENT CO L L C4,711,0330 00For
State Street3,953,5270 00For
BlackRock3,906,931774 00For
GEODE CAPITAL MANAGEMENT, LLC2,879,3720 00For
LORD, ABBETT & CO. LLC2,285,2270 00For
Invesco1,734,9820 00For
Fidelity1,625,3040 00For
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1,137,5980 00For
Boston Partners923,8540 00For
Northern Trust818,1070 00For
Vanguard758,3140 00For
Clark Capital Management Group, Inc.711,5560 00For
Charles Schwab693,1390 00For
MELLON INVESTMENTS Corp639,1180 00For
BOSTON TRUST WALDEN NATIONAL ASSOCIATION566,0470 00For
FIRST FINANCIAL BANKSHARES INC545,3980 00For
PFA Pension, Forsikringsaktieselskab519,2970 00For
RAYMOND JAMES & ASSOCIATES480,1720 00For
Natixis443,7660 00For
Victory Capital427,5520 00For
FRANKLIN ADVISERS INC426,5420 00For
Dimensional405,1420 00For
BANK OF AMERICA NA389,0750 00For
RBC Global Asset Management (U.S.) Inc.379,8940 00For

Institutional-manager reports, all 441 managers: 48,901,459 for, 1,630,232 against, 6,332 abstained, 11,248 not voted. Showing the 25 largest; see all in the interactive database.

5. (3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99.3% Approved · of votes cast

FOR 99.3%
FOR: 100,232,168AGAINST: 627,561
Details: description as filed, official tally, votes by 106 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2026.

SEI Investments Company’s own tally for this item (“(3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2026 was ratified by 99.4% of the votes cast based on the votes set forth be”): 100,232,168 for, 627,561 against — passed, per its Form 8-K filed May 28, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “(3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2026 was ratified by 99.4% of the votes cast based on the votes set forth below:”
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the votes cast (“99.4% of the votes cast”).

The 106 asset managers below reported 41,299,403 for, 97 against, 19,786 abstained, 72 not voted.

FOR
FOR: 41,299,403AGAINST: 97ABSTAIN: 19,786NOT VOTED: 72
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
State Street1,690,39495 00For
Invesco1,654,0660 00For
First Trust858,2040 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
WisdomTree276,3000 00For
Jackson National260,4310 00For
JPMorgan249,9840 00For

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

Largest SEI Investments Company shareholders voting in 2025-2026

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 120,272,976 shares outstanding at the time of that meeting.

Fund voting reports: top SEI Investments Company shareholders by shares voted on “To approve, on an advisory basis, the compensation of named executive officers.”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 8.57%
2BlackRock 4.34%
3Fidelity 3.36%
4Eaton Vance 2.93%
5Loomis Sayles 1.87%
6Lord Abbett 1.74%
7State Street 1.41%
8Invesco 1.38%
9First Trust 0.71%
10John Hancock 0.71%
Institutional-manager reports: top SEI Investments Company shareholders by shares voted on “To approve, on an advisory basis, the compensation of named executive officers.”, 2025-2026
#Asset manager % of shares outstanding
1Loomis Sayles 6.23%
2ATLANTA CAPITAL MANAGEMENT CO L L C 3.92%
3State Street 3.29%
4BlackRock 3.25%
5GEODE CAPITAL MANAGEMENT, LLC 2.39%
6LORD, ABBETT & CO. LLC 1.90%
7Invesco 1.44%
8Fidelity 1.35%
9CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 0.95%
10Boston Partners 0.77%

Reported SEI Investments Company holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

SEI Investments Company holdings and ownership disclosed 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 April 10, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 April 10, 2026. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At SEI Investments Company's shareholder meeting held May 27, 2026, in the 2025-2026 proxy season, 518 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 3,063 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of named executive officers. — SEI Investments Company's filing reports the proposal as approved, with 97% support of the votes cast (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). Source: SEI Investments Company's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 28, 2026.

SEI Investments Company proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

Download data (CSV): ballot items · votes by manager · column guide.