Stephens Inc

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Assets, Funds, Holdings

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Stephens Inc
CRD #3496
SEC #801-15510
CIK #0001957244, 0001427999, 0001349475, 0001314440, 0000094074, 0000757657
AUM $13.6 BB (2024-03-28)
Employees 629 (39% Investors, 100% Brokers)
Phone501-377-2000
Address111 Center St
Little Rock, AR 72201
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
2016128402001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
ET 31.9 0.1
WEST 0.1
LAW 1.1 0.0
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
7.56.04.53.01.50.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 18,351 3.8
(b) Individuals (high net worth individuals) 2,155 6.9
(c) Banking or thrift institutions 1 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 308 0.2
(h) Charitable organizations 22 0.0
(i) State or municipal government entities 9 0.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 13 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 221 0.6
(n) Other 288 1.7
Total 21,368 13.6
By Discretionary
Discretionary 11,554 10.2
Non-Discretionary 9,814 3.4
Total 21,368 13.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 13.6
Total 21,368 13.6
Limited Partners2011 - 2024
Fresno County Employee Retirement Association
Illinois Municipal Retirement Fund
Minnesota State Board of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
State Board of Administration of Florida
Teachers' Retirement System of the City of New York
EDGAR Form CIK 2011 - 2024
13F-HR [0000757657]
4 [0000757657]
SC 13G [0000757657]
13F-HR [0001314440]
SC 13G [0001314440]
SC 13G [0001349475]
13F-HR [0001427999]
3 [0001427999]
4 [0001427999]
SC 13D [0001427999]
SC 13G [0001427999]
Form 13D/13G Filer Form 13D/13G Subject Filed
Stephens Group LLC Conns Inc [2024-05-29]
Stephens Group LLC Westrock Coffee Co [2024-01-05]
Stephens Group LLC CS Disco Inc [2023-01-06]
Stephens Group LLC Westrock Coffee Co [2022-09-02]
Stephens Investment Management Group LLC MGP Ingredients Inc [2022-02-11]
Stephens Group LLC Conns Inc [2022-01-28]
Stephens Group LLC CS Disco Inc [2022-01-25]
Stephens Inc /AR/ KURA Sushi USA Inc [2020-02-14]
Stephens Investment Management LLC American Farmland Co [2016-06-23]
Stephens Investment Management Group LLC National Cinemedia Inc [2016-02-12]
View All
Form 3/4/5 Subject 2011 - 2024
Sg-1890 LLC
Campbell Elizabeth Stephens
Stephens W. R. Jr.
Stephens Group, LLC
Conns Inc
Westrock Coffee Co
SG-Coffee, LLC
CS Disco, Inc.
SG-Disco, LLC
Stephens Inc /AR/
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14.4
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CA 14.2
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PA 13.7
Atlanta Consulting Group Advisors LLC
GA 13.6
Degroof Petercam Asset Management
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Benjamin F Edwards & Company Incorporated
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American Portfolios Advisors Inc
NY 13.1
Independent Advisor Alliance LLC
NC 12.8
Transamerica Retirement Advisors LLC
IA 12.7
Appleton Partners Inc
MA 12.7
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