Ray Dalio's SEIC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 345,877 shares of SEI Investments Company (SEIC) worth $28.37 M, representing 0.10% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SEIC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 167,622 shares. Largest reduction occurred in Q4 2023, reducing 66,215 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's SEI Investments Company (SEIC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SEI Investments Company (SEIC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +83,375 | Add 31.76% | 345,877 | $82.02 |
| Q3 2025 | +132,915 | Add 102.57% | 262,502 | $84.85 |
| Q2 2025 | -16,993 | Reduce 11.59% | 129,587 | $89.86 |
| Q1 2025 | +103,660 | Add 241.52% | 146,580 | $77.63 |
| Q4 2024 | -10,166 | Reduce 19.15% | 42,920 | $82.48 |
| Q3 2024 | +23,604 | Add 80.06% | 53,086 | $69.19 |
| Q2 2024 | -59,913 | Reduce 67.02% | 29,482 | $64.69 |
| Q1 2024 | -43,441 | Reduce 32.70% | 89,395 | $71.90 |
| Q4 2023 | -66,215 | Reduce 33.27% | 132,836 | $63.55 |
| Q3 2023 | +167,622 | Add 533.34% | 199,051 | $60.23 |
| Q2 2023 | -26,410 | Reduce 45.66% | 31,429 | $59.62 |
| Q1 2023 | -21,897 | Reduce 27.46% | 57,839 | $57.55 |
| Q4 2022 | -11,501 | Reduce 12.61% | 79,736 | $58.30 |
| Q3 2022 | -5,920 | Reduce 6.09% | 91,237 | $49.05 |
| Q2 2022 | +75,460 | Add 347.79% | 97,157 | $54.02 |
| Q1 2022 | -5,448 | Reduce 20.07% | 21,697 | $60.19 |
| Q4 2021 | -31,237 | Reduce 53.50% | 27,145 | $60.93 |
| Q3 2021 | -1,382 | Reduce 2.31% | 58,382 | $59.30 |
| Q2 2021 | +4,409 | Add 7.96% | 59,764 | $61.98 |
| Q1 2021 | +36,745 | Add 197.45% | 55,355 | $60.93 |
| Q4 2020 | +18,610 | New Buy | 18,610 | $57.50 |
| Q1 2020 | -31,026 | Sold Out | 0 | $0.00 |
| Q4 2019 | +31,026 | New Buy | 31,026 | $65.49 |
| Q1 2019 | -56,169 | Sold Out | 0 | $0.00 |
| Q4 2018 | +50,653 | Add 918.29% | 56,169 | $46.20 |
| Q3 2018 | -477 | Reduce 7.96% | 5,516 | $61.09 |
| Q2 2018 | +5,993 | New Buy | 5,993 | $62.57 |
| Q3 2016 | -25,000 | Sold Out | 0 | $0.00 |
| Q2 2016 | +25,000 | New Buy | 25,000 | $48.12 |
| Q4 2015 | -18,196 | Sold Out | 0 | $0.00 |
| Q3 2015 | +18,196 | New Buy | 18,196 | $48.25 |
Ray Dalio's SEI Investments Company Investment FAQs
Ray Dalio first purchased SEI Investments Company (SEIC) in Q3 2015, acquiring 18,196 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held SEI Investments Company (SEIC) for 31 quarters since Q3 2015.
Ray Dalio's largest addition to SEI Investments Company (SEIC) was in Q3 2023, adding 199,051 shares worth $11.99 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 345,877 shares of SEI Investments Company (SEIC), valued at approximately $28.37 M.
As of the Q4 2025 filing, SEI Investments Company (SEIC) represents approximately 0.10% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in SEI Investments Company (SEIC) was 345,877 shares, as reported at the end of Q4 2025.