SEC 13F Intelligence

Managers / Q2 2025 · view latest →

STEPHENS INC /AR/

CIK 0000757657 · 111 CENTER ST, LITTLE ROCK, AR, 72201 · 501-377-2000

Reported Value
$7.3B
Q2 2025
Positions
1,274
Filings on Record
31
2019–present window
Filed
Jul 29, 2025
original filing

Summary

Stephens Inc /Ar/ reported $7.3B in U.S.-listed holdings across 1,274 positions for Q2 2025.

Its largest position, VTI, represents 3.0% of the portfolio.

Compared with Q1 2025, the fund opened 99 new positions and exited 61.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.5BQ4 ’18Q1 ’19: $4.2BQ2 ’19: $4.4BQ3 ’19: $4.5BQ4 ’19: $4.8BQ4 ’19Q1 ’20: $3.8BQ2 ’20: $4.7BQ3 ’20: $5.1BQ4 ’20: $5.6BQ4 ’20Q1 ’21: $6.1BQ2 ’21: $6.7BQ3 ’21: $6.5BQ1 ’22: $6.1BQ1 ’22Q2 ’22: $5.0BQ3 ’22: $4.7BQ4 ’22: $4.88TQ1 ’23: $5.2BQ1 ’23Q2 ’23: $5.6BQ3 ’23: $5.2BQ4 ’23: $5.8BQ1 ’24: $6.4BQ1 ’24Q2 ’24: $6.6BQ3 ’24: $7.0BQ4 ’24: $7.1BQ1 ’25: $6.8BQ1 ’25Q2 ’25: $7.3BQ3 ’25: $7.8BQ4 ’25: $8.0BQ1 ’26: $8.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.0B1,311Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.0B1,300Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.8B1,321Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.3B1,274Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.8B1,236May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.1B1,269Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$7.0B1,291Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.6B1,272Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.4B1,310May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$5.8B1,248Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.2B1,214Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.6B1,227Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.2B1,191May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$4.88T1,169Feb 14, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$4.7B1,202Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.0B1,227Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.1B1,319May 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.5B1,353Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$6.7B1,341Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$6.1B1,305May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$5.6B1,219Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$5.1B1,182Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$4.7B1,146Aug 24, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.8B1,104May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.8B1,144Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.5B1,145Oct 18, 201913F-HRchanges · EDGAR ↗
Q2 2019$4.4B1,174Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.2B1,170May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.5B1,106Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.