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Form N-PX · fund family8 filers grouped

SEI

Fund registrants and adviser entities grouped under SEI by this site's alias table

Vote records reported
278,447year to 30 June 2026
Against management
10.6%29,002 of 274,335 marked votes
Say-on-pay support
81.7%for, of for + against + abstain
Shareholder-proposal support
45.0%for, of for + against + abstain
86.7% for8.8% against4.4% other10.6% against management281,334 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

SEI reported 278,447 vote records for the year to 30 June 2026. It marked 10.6% of its votes as cast against management (29,002 of 274,335), 2.8 percentage points above the median of the fund families tracked here, which was 7.8%.

Weighted by the number of shares voted, the against-management share is 15.9%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 81.7% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 45.0% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (50.6% of 2,793), OTHER SOCIAL ISSUES (25.7% of 1,418) and HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (21.0% of 600).

It reported 38,017 shares out on loan at record dates, 0.00% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.

year to 30 June 2026This familyMedian familyAll filers pooled
Against-management share10.6%7.8%10.6%
Say-on-pay support rate81.7%88.2%86.0%
Shareholder-proposal support rate45.0%30.7%33.9%
Shares on loan, share of shares held0.00%1.53%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS165,307147,85210,0829.0%
SECTION 14A SAY-ON-PAY VOTES22,66517,2043,80917.5%
AUDIT-RELATED22,51220,8011,3836.6%
INVESTMENT COMPANY MATTERS195140.0%
SHAREHOLDER RIGHTS AND DEFENSES2,8512,21648050.6%
EXTRAORDINARY TRANSACTIONS1,5501,450371.3%
CAPITAL STRUCTURE17,07015,4821,2437.7%
COMPENSATION16,98013,6112,63315.3%
CORPORATE GOVERNANCE28,83424,3752,66511.6%
ENVIRONMENT OR CLIMATE1,09212995111.6%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE60012647421.0%
DIVERSITY, EQUITY, AND INCLUSION3857830716.9%
OTHER SOCIAL ISSUES1,42669471025.7%
OTHER431429not reported

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 2024276,12810.1%81.3%37.4%
year to 30 June 2025274,8039.6%81.7%40.9%
year to 30 June 2026278,44710.6%81.7%45.0%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, SEI voted against management on 405 of the 2,688 it marked either way (15.1%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 7 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 716 proposals from security holders that could be told apart in the filings and on which it cast a vote, SEI voted for 256 (35.8%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation5 Dec 2025Report on Al Data Usage Oversight
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a mandatory independent board chair policy
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI-generated misinformation
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
JPMorgan Chase & Co.19 May 2026Independent board chairman
Johnson & Johnson23 Apr 2026Independent Board Chair
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
AbbVie Inc.8 May 2026Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Independent Board Chair
CHEVRON CORPORATION27 May 2026Adopt an Independent Chair
Bank of America Corporation4 May 2026Shareholder proposal requesting independent board chair
Walmart Inc.4 Jun 2026Report on Immigration Policy & Enforcement
Berkshire Hathaway Inc.2 May 2026Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework...
UnitedHealth Group Incorporated1 Jun 2026If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the...
PEPSICO, INC.6 May 2026Shareholder Proposal - Independent Board Chair.
The Coca-Cola Company29 Apr 2026Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend Article X of the bylaws.
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Advanced Micro Devices, Inc.13 May 2026Stockholder proposal requesting changes to the stockholder right to call a special meeting.
McDonald's Corporation20 May 2026Advisory Vote to Adopt Policy for an Independent Chair.
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Right to Act by Written Consent
CATERPILLAR INC.10 Jun 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
Pfizer Inc.23 Apr 2026Adopt an Independent Chair Policy
AT&T INC.14 May 2026EEO-1 Report Disclosure Policy
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
Amgen Inc.19 May 2026Stockholder proposal to require an independent board chairman.
Texas Instruments Incorporated16 Apr 2026Stockholder proposal to permit stockholders to act by written consent.
Bristol-Myers Squibb Company5 May 2026Require Independent Board Chair
ConocoPhillips12 May 2026Stockholder Proposal - Independent Board Chairman.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Lobbying Disclosure
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
Morgan Stanley14 May 2026Shareholder proposal requesting an independent Board Chairman

Shares on loan

SEI reported 38,017 shares on loan at record dates against 46.05 billion shares voted: 0.00% of the two together. Median family: 1.53%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Filers grouped under this family

Grouping is by registrant and manager name, from a hand-maintained table. See the methodology.

FilerTypeVote records, year to 30 June 2026
SEI INSTITUTIONAL INVESTMENTS TRUSTfund registrant123,615
SEI INSTITUTIONAL MANAGED TRUSTfund registrant92,551
SEI INSTITUTIONAL INTERNATIONAL TRUSTfund registrant27,497
SEI Exchange Traded Fundsfund registrant17,021
SEI Catholic Values Trustfund registrant11,881
SEI INVESTMENTS MANAGEMENT CORPinstitutional manager3,629
SEI Investments Canada Coinstitutional manager2,213
SEI TAX EXEMPT TRUSTfund registrant40
SEI ASSET ALLOCATION TRUSTfund registrant0

Questions

How did SEI vote on executive pay?

In the year to 30 June 2026 SEI reported 21,061 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 17,204 were for (81.7%), 3,809 against and 48 abstentions. Counting one item per company meeting, it voted against management on 405 of the 2,688 say-on-pay items it marked either way. A further 7 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does SEI vote against management?

10.6% of the time in the year to 30 June 2026: 29,002 of the 274,335 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did SEI support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 1,063 votes on proposals from security holders in the year to 30 June 2026 and voted for 112 of them (10.5%). Across every category it voted for 45.0% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers listed above, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.