Stephens Inc

SEC CIK: 0000757657
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 30,893
Value: $6.46M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by Stephens Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,893	$6.46M	0.1%	+2,061+7.1%	Added	Holders
Q1 2026	28,832	$4.74M	0.1%	+140+0.5%	Added	Holders
Q4 2025	28,692	$5.09M	0.1%	+439+1.6%	Added	Holders
Q3 2025	28,253	$4.49M	0.1%	−809−2.8%	Reduced	Holders
Q2 2025	29,062	$4.09M	0.1%	−226−0.8%	Reduced	Holders
Q1 2025	29,288	$3.42M	0.1%	−534−1.8%	Reduced	Holders
Q4 2024	29,822	$3.75M	0.1%	−2,027−6.4%	Reduced	Holders
Q3 2024	31,849	$3.32M	<0.1%	+1,972+6.6%	Added	Holders
Q2 2024	29,877	$2.90M	<0.1%	−68−0.2%	Reduced	Holders
Q1 2024	29,945	$2.82M	<0.1%	−64,806−68.4%	Reduced	Holders
Q4 2023	94,751	$8.84M	0.2%	+39,367+71.1%	Added	Holders
Q3 2023	55,384	$4.52M	0.1%	−16,864−23.3%	Reduced	Holders
Q2 2023	72,248	$6.17M	0.1%	+21,251+41.7%	Added	Holders
Q1 2023	50,997	$4.48M	0.1%	−2,574−4.8%	Reduced	Holders
Q4 2022	53,571	$4.55M	0.1%	+4,480+9.1%	Added	Holders
Q3 2022	49,091	$3.88M	0.1%	+4,427+9.9%	Added	Holders
Q2 2022	44,664	$3.40M	0.1%	+3,078+7.4%	Added	Holders
Q1 2022	41,586	$3.63M	0.1%	+3,089+8.0%	Added	Holders
Q4 2021	38,497	$3.78M	0.1%	−12,640−24.7%	Reduced	Holders
Q3 2021	51,137	$4.98M	0.1%	−4,553−8.2%	Reduced	Holders
Q2 2021	55,690	$5.11M	0.1%	+4,891+9.6%	Added	Holders
Q1 2021	50,799	$3.94M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.