Stephens Investment Management Group LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,678,101
- Description
- Little Rock Arkansas based advisory led wealth manager with a limited liability advisory organization and a research first and risk aware investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and asset liability coordination for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through scenario based allocation review and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 176 | 7,678,101 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2025 | 10/28/2025 | 175 | 7,712,987 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2025 | 7/30/2025 | 178 | 7,573,388 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2025 | 5/1/2025 | 167 | 6,930,116 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2024 | 1/28/2025 | 171 | 7,467,737 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2024 | 10/28/2024 | 161 | 7,329,967 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2024 | 8/6/2024 | 162 | 7,140,501 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2024 | 5/14/2024 | 170 | 7,513,907 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2023 | 2/13/2024 | 169 | 6,840,756 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2023 | 11/14/2023 | 174 | 6,093,912 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2023 | 8/15/2023 | 176 | 6,408,743 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2023 | 5/15/2023 | 168 | 5,975,816 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2022 | 2/14/2023 | 166 | 5,518,767 | 13F-HR/A - RESTATEMENT | Stephens Investment Management Group LLC |
| Q4 2022 | 1/26/2023 | 166 | 5,518,769 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2022 | 11/7/2022 | 173 | 5,275,498 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2022 | 8/3/2022 | 175 | 5,409,870 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2022 | 5/4/2022 | 181 | 6,829,101 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2021 | 2/15/2022 | 184 | 7,741,948 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2021 | 10/27/2021 | 186 | 7,352,913 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2021 | 8/9/2021 | 184 | 7,303,567 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2021 | 5/14/2021 | 181 | 6,890,280 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2020 | 2/10/2021 | 177 | 6,722,764 | 13F-HR | Stephens Investment Management Group LLC |
| Q3 2020 | 11/13/2020 | 172 | 5,654,851 | 13F-HR | Stephens Investment Management Group LLC |
| Q2 2020 | 8/24/2020 | 167 | 5,518,802 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2020 | 5/14/2020 | 161 | 4,134,206 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2019 | 2/14/2020 | 165 | 5,323,749 | 13F-HR | Stephens Investment Management Group LLC |
| Q1 2014 | 5/13/2014 | 208 | 3,280,256 | 13F-HR | Stephens Investment Management Group LLC |
| Q4 2013 | 2/14/2014 | 202 | 2,980,228 | 13F-HR | Stephens Investment Management Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.678 M | 100.0% | 0 | 34.89 K | -34.89 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
7,678,101
Holdings
176
QoQ value change ($000)
-34,886
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.