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| Happy Holidays!! thanks for using AUM13F!! |
| Stephens Investment Management Group LLC
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| CRD # | 136369 |
| SEC # | 801-64675 |
| CIK # | 0000757657, 0000094074, 0001349475, 0001314440, 0001427999, 0001957244 |
| AUM | $7.6 B (2025-03-31) |
| Employees | 23 (30% Investors, 9% Brokers) |
| Phone | 800-458-6589 |
| Address | 111 Center Street Little Rock, AR 72201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| KURA Sushi USA Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 116 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 5.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 11 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.1 |
| (n) Other | 19 | 0.1 |
| Total | 174 | 7.6 |
| By Discretionary | ||
| Discretionary | 174 | 7.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 174 | 7.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Conns Inc | |
| Sg-1890 LLC | |
| Stephens W. R. Jr. | |
| Campbell Elizabeth Stephens | |
| Stephens Group, LLC | |
| Westrock Coffee Co | |
| SG-Coffee, LLC | |
| SG-Disco, LLC | |
| CS Disco, Inc. | |
| Stephens Inc /AR/ |
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|---|---|---|
|
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WI | 7.6 |
|
Marshfield Associates Inc
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DC | 7.5 |
|
McMorgan & Company LLC
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CA | 7.4 |
|
ARAX Advisory Partners LLC
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CO | 7.3 |