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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.
Meeting of May 27, 2026: 5 items on SEI Investments Company’s Form 8-K, filed May 28, 2026: 3 elected · 2 approved.
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
Explore SEI Investments Company in the interactive database Compare manager voting policies
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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Ryan P. Hicke | 92,788,771 | 1,993,774 | 89,014 | -- | -- | 98% | Elected | — |
| Elect Director: Kathryn M. McCarthy | 78,056,142 | 16,743,175 | 72,242 | -- | -- | 82% | Elected | — |
| Elect Director: Thomas C. Naratil | 92,377,997 | 2,410,526 | 83,036 | -- | -- | 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: | 92,371,903 | 2,401,823 | 97,833 | -- | -- | 97% | Approved | a 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: | 100,232,168 | 627,561 | 86,953 | -- | -- | 99.3% | Approved | a 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.
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.
Combines 6 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,302,896 | 8,236 | 0 | 0 | For |
| BlackRock | 5,216,558 | 0 | 0 | 0 | For |
| Fidelity | 4,041,197 | 0 | 0 | 0 | For |
| Eaton Vance | 3,526,656 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,243,897 | 0 | 0 | 0 | For |
| Lord Abbett | 2,094,381 | 0 | 0 | 0 | For |
| State Street | 9,440 | 1,681,049 | 0 | 0 | Against |
| Invesco | 1,654,066 | 0 | 0 | 0 | For |
| First Trust | 858,204 | 0 | 0 | 0 | For |
| John Hancock | 46,766 | 805,966 | 0 | 0 | Mixed |
| Royce | 829,170 | 0 | 0 | 0 | For |
| Charles Schwab | 668,927 | 161 | 0 | 0 | For |
| Victory Capital | 573,857 | 0 | 0 | 0 | For |
| Dimensional | 0 | 491,985 | 0 | 0 | Against |
| Brighthouse | 411,425 | 0 | 19,786 | 0 | For |
| Equitable | 340,863 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 335,683 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 0 | 327,560 | 0 | 0 | Against |
| Thrivent | 309,414 | 0 | 0 | 0 | For |
| ProShares | 304,234 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 284,972 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 276,841 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 276,300 | 0 | 0 | Against |
| Jackson National | 98,800 | 161,631 | 0 | 0 | Mixed |
| JPMorgan | 249,984 | 0 | 0 | 0 | For |
Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,311,125 | 6 | 0 | 0 | For |
| BlackRock | 5,216,558 | 0 | 0 | 0 | For |
| Fidelity | 4,041,197 | 0 | 0 | 0 | For |
| Eaton Vance | 3,526,656 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,243,897 | 0 | 0 | 0 | For |
| Lord Abbett | 2,094,381 | 0 | 0 | 0 | For |
| State Street | 1,690,394 | 95 | 0 | 0 | For |
| Invesco | 1,654,066 | 0 | 0 | 0 | For |
| First Trust | 858,204 | 0 | 0 | 0 | For |
| John Hancock | 141,135 | 711,597 | 0 | 0 | Mixed |
| Royce | 829,170 | 0 | 0 | 0 | For |
| Charles Schwab | 669,088 | 0 | 0 | 0 | For |
| Victory Capital | 573,857 | 0 | 0 | 0 | For |
| Dimensional | 491,985 | 0 | 0 | 0 | For |
| Brighthouse | 411,425 | 0 | 19,786 | 0 | For |
| Equitable | 340,863 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 335,683 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 327,560 | 0 | 0 | 0 | For |
| Thrivent | 309,414 | 0 | 0 | 0 | For |
| ProShares | 304,234 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 284,972 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 276,841 | 0 | 0 | 0 | For |
| WisdomTree | 276,300 | 0 | 0 | 0 | For |
| Jackson National | 260,431 | 0 | 0 | 0 | For |
| JPMorgan | 249,984 | 0 | 0 | 0 | For |
Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,302,943 | 8,189 | 0 | 0 | For |
| BlackRock | 5,216,558 | 0 | 0 | 0 | For |
| Fidelity | 4,041,197 | 0 | 0 | 0 | For |
| Eaton Vance | 3,526,656 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,243,897 | 0 | 0 | 0 | For |
| Lord Abbett | 2,094,381 | 0 | 0 | 0 | For |
| State Street | 1,690,489 | 0 | 0 | 0 | For |
| Invesco | 1,654,066 | 0 | 0 | 0 | For |
| First Trust | 858,204 | 0 | 0 | 0 | For |
| John Hancock | 141,135 | 711,597 | 0 | 0 | Mixed |
| Royce | 829,170 | 0 | 0 | 0 | For |
| Charles Schwab | 669,088 | 0 | 0 | 0 | For |
| Victory Capital | 573,857 | 0 | 0 | 0 | For |
| Dimensional | 491,985 | 0 | 0 | 0 | For |
| Brighthouse | 411,425 | 0 | 19,786 | 0 | For |
| Equitable | 340,863 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 335,683 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 327,560 | 0 | 0 | 0 | For |
| Thrivent | 309,414 | 0 | 0 | 0 | For |
| ProShares | 304,234 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 284,972 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 276,841 | 0 | 0 | 0 | For |
| WisdomTree | 276,300 | 0 | 0 | 0 | For |
| Jackson National | 260,431 | 0 | 0 | 0 | For |
| JPMorgan | 249,984 | 0 | 0 | 0 | For |
Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.
Combines 11 wordings of this item as funds reported it.
97% Approved · of votes cast
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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,311,125 | 6 | 0 | 0 | For |
| BlackRock | 5,216,558 | 0 | 0 | 0 | For |
| Fidelity | 4,041,197 | 0 | 0 | 0 | For |
| Eaton Vance | 3,526,656 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,243,897 | 0 | 0 | 0 | For |
| Lord Abbett | 2,094,381 | 0 | 0 | 0 | For |
| State Street | 1,690,489 | 0 | 0 | 0 | For |
| Invesco | 1,654,066 | 0 | 0 | 0 | For |
| First Trust | 858,204 | 0 | 0 | 0 | For |
| John Hancock | 852,732 | 0 | 0 | 0 | For |
| Royce | 829,170 | 0 | 0 | 0 | For |
| Charles Schwab | 669,088 | 0 | 0 | 0 | For |
| Victory Capital | 573,857 | 0 | 0 | 0 | For |
| Dimensional | 491,985 | 0 | 0 | 0 | For |
| Brighthouse | 411,425 | 0 | 19,786 | 0 | For |
| Equitable | 340,863 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 335,683 | 0 | 0 | Against |
| BOSTON TRUST WALDEN FUNDS | 327,560 | 0 | 0 | 0 | For |
| Thrivent | 309,414 | 0 | 0 | 0 | For |
| ProShares | 304,234 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 284,972 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 276,841 | 0 | 0 | 0 | For |
| WisdomTree | 276,300 | 0 | 0 | 0 | For |
| Jackson National | 260,431 | 0 | 0 | 0 | For |
| JPMorgan | 249,984 | 0 | 0 | 0 | For |
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Loomis Sayles | 7,211,553 | 279,768 | 0 | 0 | For |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 4,711,033 | 0 | 0 | 0 | For |
| State Street | 3,953,527 | 0 | 0 | 0 | For |
| BlackRock | 3,906,931 | 774 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,879,372 | 0 | 0 | 0 | For |
| LORD, ABBETT & CO. LLC | 2,285,227 | 0 | 0 | 0 | For |
| Invesco | 1,734,982 | 0 | 0 | 0 | For |
| Fidelity | 1,625,304 | 0 | 0 | 0 | For |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1,137,598 | 0 | 0 | 0 | For |
| Boston Partners | 923,854 | 0 | 0 | 0 | For |
| Northern Trust | 818,107 | 0 | 0 | 0 | For |
| Vanguard | 758,314 | 0 | 0 | 0 | For |
| Clark Capital Management Group, Inc. | 711,556 | 0 | 0 | 0 | For |
| Charles Schwab | 693,139 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 639,118 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN NATIONAL ASSOCIATION | 566,047 | 0 | 0 | 0 | For |
| FIRST FINANCIAL BANKSHARES INC | 545,398 | 0 | 0 | 0 | For |
| PFA Pension, Forsikringsaktieselskab | 519,297 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 480,172 | 0 | 0 | 0 | For |
| Natixis | 443,766 | 0 | 0 | 0 | For |
| Victory Capital | 427,552 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 426,542 | 0 | 0 | 0 | For |
| Dimensional | 405,142 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 389,075 | 0 | 0 | 0 | For |
| RBC Global Asset Management (U.S.) Inc. | 379,894 | 0 | 0 | 0 | For |
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.
Combines 3 wordings of this item as funds reported it.
99.3% Approved · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 10,311,130 | 2 | 0 | 0 | For |
| BlackRock | 5,216,558 | 0 | 0 | 0 | For |
| Fidelity | 4,041,197 | 0 | 0 | 0 | For |
| Eaton Vance | 3,526,656 | 0 | 0 | 0 | For |
| Loomis Sayles | 2,243,897 | 0 | 0 | 0 | For |
| Lord Abbett | 2,094,381 | 0 | 0 | 0 | For |
| State Street | 1,690,394 | 95 | 0 | 0 | For |
| Invesco | 1,654,066 | 0 | 0 | 0 | For |
| First Trust | 858,204 | 0 | 0 | 0 | For |
| John Hancock | 852,732 | 0 | 0 | 0 | For |
| Royce | 829,170 | 0 | 0 | 0 | For |
| Charles Schwab | 669,088 | 0 | 0 | 0 | For |
| Victory Capital | 573,857 | 0 | 0 | 0 | For |
| Dimensional | 491,985 | 0 | 0 | 0 | For |
| Brighthouse | 411,425 | 0 | 19,786 | 0 | For |
| Equitable | 340,863 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 335,683 | 0 | 0 | 0 | For |
| BOSTON TRUST WALDEN FUNDS | 327,560 | 0 | 0 | 0 | For |
| Thrivent | 309,414 | 0 | 0 | 0 | For |
| ProShares | 304,234 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 284,972 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 276,841 | 0 | 0 | 0 | For |
| WisdomTree | 276,300 | 0 | 0 | 0 | For |
| Jackson National | 260,431 | 0 | 0 | 0 | For |
| JPMorgan | 249,984 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
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.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 8.57% |
| 2 | BlackRock | 4.34% |
| 3 | Fidelity | 3.36% |
| 4 | Eaton Vance | 2.93% |
| 5 | Loomis Sayles | 1.87% |
| 6 | Lord Abbett | 1.74% |
| 7 | State Street | 1.41% |
| 8 | Invesco | 1.38% |
| 9 | First Trust | 0.71% |
| 10 | John Hancock | 0.71% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Loomis Sayles | 6.23% |
| 2 | ATLANTA CAPITAL MANAGEMENT CO L L C | 3.92% |
| 3 | State Street | 3.29% |
| 4 | BlackRock | 3.25% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.39% |
| 6 | LORD, ABBETT & CO. LLC | 1.90% |
| 7 | Invesco | 1.44% |
| 8 | Fidelity | 1.35% |
| 9 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.95% |
| 10 | Boston Partners | 0.77% |
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.
| 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.
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.