As of Q1 2026, this manager reported 106 long-equity positions worth $8.93B in aggregate.
As of Q1 2026, Ariel Investments's Ariel Investments held 106 long-equity positions with a reported value of $8.93B.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| RLI | RLI CORP | Add +133.7% | 0.56% | 872,033 | $49.74M | $57.04 | $55.80 - $63.74(16%)$62.48 -> $57.04 |
| IWN | ISHARES TR | Add +96.5% | 0.14% | 65,455 | $12.41M | $189.59 | $180.57 - $203.01(40%)$182.87 -> $189.59 |
| FDS | FACTSET RESH SYS INC | Add +79.4% | 0.55% | 225,047 | $48.83M | $216.99 | $185.00 - $300.63(28%)$284.90 -> $216.99 |
| KSPI | KASPI KZ JSC | Add +72.5% | 0.02% | 22,724 | $1.68M | $74.07 | $68.59 - $84.75(34%)$77.54 -> $74.07 |
| KKR | KKR & CO INC | Add +65.9% | 0.45% | 439,405 | $40.64M | $92.50 | $82.67 - $137.28(18%)$128.90 -> $92.50 |
| MSFT | MICROSOFT CORP | Reduce -63.9% | 0.26% | 62,192 | $23.02M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| KMT | KENNAMETAL INC | Reduce -63.5% | 0.35% | 869,000 | $31.4M | $36.13 | $28.25 - $42.03(57%)$28.99 -> $36.13 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Add +63.4% | 1.82% | 777,363 | $162.53M | $209.08 | $199.05 - $303.40(10%)$248.30 -> $209.08 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +58.4% | 0.06% | 16,092 | $5.44M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| CNP | CENTERPOINT ENERGY INC | Reduce -52.2% | 0.23% | 476,867 | $20.58M | $43.16 | $37.49 - $44.39(82%)$38.73 -> $43.16 |
| FDX | FEDEX CORP | Add +38.5% | 0.39% | 98,918 | $35.23M | $356.18 | $231.87 - $316.57(100%)$236.20 -> $287.01 |
| FI | FISERV INC | Add +34.7% | 0.27% | 432,559 | $24.14M | — | - |
| IFS | INTERCORP FINL SVCS INC | Add +34.0% | 0.03% | 46,465 | $2.33M | $50.20 | $41.51 - $52.58(79%)$42.23 -> $50.20 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | Reduce -32.8% | 0.67% | 3,439,063 | $59.5M | $17.30 | $13.91 - $21.23(46%)$14.44 -> $17.30 |
| BAP | CREDICORP LTD | Add +32.2% | 0.03% | 7,585 | $2.57M | $339.18 | $284.76 - $380.20(57%)$286.41 -> $339.18 |
| MAS | MASCO CORP | Add +29.1% | 0.35% | 523,429 | $31.6M | $60.37 | $58.16 - $79.19(11%)$64.47 -> $60.37 |
| AXTA | AXALTA COATING SYS LTD | Reduce -28.7% | 1.07% | 3,466,960 | $96.03M | $27.70 | $24.94 - $35.72(26%)$33.00 -> $27.70 |
| AJG | GALLAGHER ARTHUR J & CO | Add +28.7% | 0.05% | 19,764 | $4.28M | $216.58 | $195.00 - $266.87(30%)$256.00 -> $216.58 |
| HPE | HEWLETT PACKARD ENTERPRISE C | Add +25.6% | 0.44% | 1,659,398 | $39.51M | $23.81 | $19.84 - $26.43(60%)$24.17 -> $23.81 |
| APA | APA CORPORATION | Reduce -25.3% | 0.11% | 222,147 | $9.43M | $42.44 | $23.25 - $45.66(86%)$25.36 -> $42.44 |
| CBRE | CBRE GROUP INC | Add +24.7% | 0.40% | 263,149 | $35.65M | $135.46 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| T | AT&T INC | Add +23.8% | 0.48% | 1,489,147 | $43.17M | $28.99 | $22.95 - $29.44(93%)$24.56 -> $28.99 |
| AQN | ALGONQUIN POWER & UTILITIES | Add +23.4% | 1.35% | 19,641,661 | $120.6M | $6.14 | $5.95 - $7.11(16%)$6.12 -> $6.14 |
| SPHR | SPHERE ENTERTAINMENT CO | Reduce -22.3% | 3.24% | 2,462,309 | $289.08M | $117.40 | $87.60 - $121.93(87%)$94.30 -> $117.40 |
| XRAY | DENTSPLY SIRONA INC | Add +21.1% | 0.83% | 6,386,815 | $74.09M | $11.60 | $10.86 - $14.76(19%)$11.27 -> $11.60 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | Reduce -20.9% | 0.65% | 204,324 | $57.69M | $282.37 | $203.72 - $317.00(69%)$206.59 -> $282.37 |
| SCHW | SCHWAB CHARLES CORP | Add +17.7% | 0.42% | 402,927 | $37.87M | $93.98 | $90.51 - $107.50(20%)$101.57 -> $93.98 |
| DIS | DISNEY WALT CO | Add +17.3% | 0.71% | 654,369 | $63.07M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| SJM | SMUCKER J M CO | Add +15.6% | 2.01% | 1,860,459 | $179.42M | $96.44 | $93.86 - $119.39(10%)$96.63 -> $96.44 |
| CVS | CVS HEALTH CORP | Reduce -14.9% | 0.56% | 702,151 | $50.43M | $71.82 | $69.51 - $84.00(16%)$80.13 -> $71.82 |
| JLL | JONES LANG LASALLE INC | Add +14.7% | 3.49% | 1,024,277 | $311.71M | $304.32 | $259.83 - $363.06(43%)$335.84 -> $304.32 |
| AFL | AFLAC INC | Add +12.8% | 0.29% | 239,266 | $26.25M | $109.71 | $105.76 - $119.32(29%)$110.24 -> $109.71 |
| MSGE | MADISON SQUARE GARDEN ENTMT | Reduce -11.3% | 4.03% | 6,105,583 | $359.68M | $58.91 | $52.55 - $65.26(50%)$54.34 -> $58.91 |
| BCO | BRINKS CO | Reduce -10.2% | 1.07% | 922,958 | $95.65M | $103.63 | $96.49 - $136.37(18%)$116.46 -> $103.63 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | Add +10.1% | 3.96% | 15,432,414 | $354.17M | $22.95 | $19.06 - $23.56(86%)$20.64 -> $22.95 |
| AMG | AFFILIATED MANAGERS GROUP | Reduce -10.0% | 3.30% | 1,064,030 | $294.42M | $276.70 | $267.23 - $334.78(14%)$288.85 -> $276.70 |
| LAZ | LAZARD INC | Add +10.0% | 2.77% | 5,826,289 | $247.5M | $42.48 | $38.67 - $58.75(19%)$49.74 -> $42.48 |
| ADT | ADT INC DEL | Reduce -9.7% | 1.43% | 19,475,052 | $127.95M | $6.57 | $6.25 - $8.36(15%)$8.01 -> $6.57 |
| NVST | ENVISTA HOLDINGS CORPORATION | Reduce -9.3% | 3.08% | 10,863,592 | $275.61M | $25.37 | $21.57 - $30.42(43%)$21.69 -> $25.37 |
| GNRC | GENERAC HLDGS INC | Reduce -9.1% | 2.83% | 1,294,787 | $252.91M | $195.33 | $137.70 - $241.09(56%)$141.10 -> $195.33 |
| NTRS | NORTHERN TR CORP | Reduce -8.6% | 1.78% | 1,141,118 | $159.27M | $139.57 | $132.77 - $157.60(27%)$139.28 -> $139.57 |
| MAT | MATTEL INC | Add +8.3% | 2.21% | 13,567,083 | $197.13M | $14.53 | $14.10 - $22.48(5%)$20.04 -> $14.53 |
| FSLR | FIRST SOLAR INC | Add +7.9% | 0.60% | 271,480 | $53.55M | $197.26 | $182.99 - $280.50(15%)$274.34 -> $197.26 |
| MSI | MOTOROLA SOLUTIONS INC | Reduce -7.8% | 0.00% | 696 | $302.04K | $433.97 | $376.50 - $490.24(51%)$381.02 -> $433.97 |
| BRC | BRADY CORP | Reduce -7.7% | 0.00% | 2,764 | $224.55K | $81.24 | $77.74 - $99.29(16%)$78.65 -> $81.24 |
| FICO | FAIR ISAAC CORP | Reduce -7.7% | 0.00% | 204 | $217.78K | $1067.54 | $969.32 - $1691.03(14%)$1643.27 -> $1067.54 |
| PGR | PROGRESSIVE CORP | Reduce -7.7% | 0.00% | 1,010 | $200.22K | $198.24 | $196.38 - $217.39(9%)$212.12 -> $198.24 |
| HDB | HDFC BANK LTD | Add +7.0% | 0.00% | 14,072 | $350.11K | $24.88 | $23.91 - $36.73(8%)$36.48 -> $24.88 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Reduce -6.7% | 0.00% | 3,014 | $272.53K | $90.42 | $84.59 - $101.49(34%)$90.02 -> $90.42 |
| TAP | MOLSON COORS BEVERAGE CO | Add +6.3% | 0.26% | 548,715 | $23.63M | $43.06 | $41.04 - $54.82(15%)$47.40 -> $43.06 |
| JNJ | JOHNSON & JOHNSON | Reduce -6.3% | 0.11% | 40,553 | $9.91M | $244.44 | $200.91 - $251.71(86%)$207.35 -> $244.44 |
| SWK | STANLEY BLACK & DECKER INC | Reduce -5.8% | 0.32% | 396,952 | $28.21M | $71.06 | $66.54 - $93.37(17%)$76.47 -> $71.06 |
| GNTX | GENTEX CORP | Add +5.7% | 2.04% | 8,342,402 | $182.28M | $21.85 | $20.48 - $25.14(29%)$23.69 -> $21.85 |
| PHIN | PHINIA INC | Reduce -5.4% | 0.10% | 132,555 | $9.07M | $68.44 | $62.27 - $81.11(33%)$64.65 -> $68.44 |
| INTC | INTEL CORP | Reduce -4.5% | 0.72% | 1,455,291 | $64.22M | $44.13 | $37.76 - $54.60(38%)$39.38 -> $44.13 |
| KN | KNOWLES CORP | Reduce -4.5% | 1.10% | 3,818,862 | $98.07M | $25.68 | $21.53 - $28.74(58%)$21.95 -> $25.68 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | Add +4.2% | 2.84% | 4,274,326 | $253.34M | $59.27 | $58.32 - $71.07(7%)$61.22 -> $59.27 |
| B | BARRICK MNG CORP | Reduce -4.1% | 0.09% | 207,277 | $8.45M | $40.79 | $36.50 - $54.69(24%)$44.08 -> $40.79 |
| SLB | SLB LIMITED | Reduce -3.7% | 0.71% | 1,237,399 | $63.59M | $51.39 | $38.07 - $54.80(80%)$40.20 -> $51.39 |
| CLB | CORE LABORATORIES INC | Reduce -3.6% | 2.48% | 13,170,388 | $221.13M | $16.79 | $15.30 - $20.36(29%)$16.95 -> $16.79 |
| BYD | BOYD GAMING CORP | Reduce -2.8% | 2.09% | 2,274,418 | $186.91M | $82.18 | $76.86 - $89.96(41%)$86.19 -> $82.18 |
| BIO | BIO RAD LABS INC | Add +2.8% | 2.45% | 785,961 | $219.09M | $278.75 | $251.00 - $328.56(36%)$305.27 -> $278.75 |
| LFUS | LITTELFUSE INC | Reduce -2.7% | 0.82% | 215,427 | $73.11M | $339.35 | $254.10 - $380.00(68%)$262.54 -> $339.35 |
| NVT | NVENT ELEC PLC | Reduce -2.7% | 0.79% | 596,399 | $70.54M | $118.28 | $102.00 - $129.94(58%)$106.82 -> $118.28 |
| KB | KB FINL GROUP INC | Reduce -2.6% | 0.06% | 49,961 | $4.98M | $99.73 | $84.90 - $119.71(43%)$86.21 -> $99.73 |
| GCMG | GCM GROSVENOR INC | Reduce -2.5% | 0.48% | 4,396,403 | $43.08M | $9.80 | $9.30 - $12.36(16%)$11.30 -> $9.80 |
| LMT | LOCKHEED MARTIN CORP | Reduce -2.5% | 0.09% | 13,114 | $7.93M | $604.39 | $476.54 - $692.00(59%)$497.07 -> $604.39 |
| BOKF | BOK FINL CORP | Reduce -2.3% | 2.36% | 1,649,883 | $211.28M | $128.06 | $113.53 - $138.42(58%)$118.68 -> $128.06 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | Add +2.2% | 3.07% | 14,661,579 | $274.17M | $18.70 | $17.56 - $25.13(15%)$22.78 -> $18.70 |
| FAF | FIRST AMERN FINL CORP | Reduce -2.0% | 2.59% | 3,839,002 | $231.45M | $60.29 | $56.20 - $71.47(27%)$61.08 -> $60.29 |
| ATGE | COVISTA INC | Add +1.8% | 2.49% | 1,931,284 | $222.58M | — | - |
| LH | LABCORP HOLDINGS INC | Reduce -1.7% | 1.06% | 354,019 | $94.46M | $266.81 | $245.00 - $292.02(46%)$251.66 -> $266.81 |
| MHK | MOHAWK INDS INC | Add +1.7% | 1.92% | 1,744,678 | $171.78M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| LESL | LESLIES INC | Add +1.6% | 0.04% | 2,882,994 | $3.23M | $1.12 | $0.87 - $1.99(22%)$1.73 -> $1.12 |
| PSKY | PARAMOUNT SKYDANCE CORP | Reduce -1.6% | 0.26% | 2,546,320 | $22.97M | $9.02 | $8.62 - $14.10(7%)$13.18 -> $9.02 |
| OMC | OMNICOM GROUP INC | Add +1.5% | 0.93% | 1,104,945 | $83.21M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| MTB | M & T BK CORP | Reduce -1.5% | 0.41% | 177,635 | $36.72M | $206.72 | $193.95 - $239.00(28%)$204.04 -> $206.72 |
| BMY | BRISTOL-MYERS SQUIBB CO | Reduce -1.5% | 0.49% | 721,731 | $43.77M | $60.65 | $52.06 - $62.89(79%)$53.46 -> $60.65 |
| GILD | GILEAD SCIENCES INC | Reduce -1.4% | 0.32% | 202,271 | $28.19M | $139.37 | $116.88 - $157.29(56%)$121.60 -> $139.37 |
| CRL | CHARLES RIV LABS INTL INC | Add +1.1% | 2.79% | 1,444,183 | $249.12M | $172.50 | $146.33 - $228.88(32%)$202.42 -> $172.50 |
| BAC | BANK AMERICA CORP | Reduce -1.0% | 0.28% | 512,111 | $24.97M | $48.75 | $46.12 - $57.55(23%)$55.95 -> $48.75 |
| MIDD | MIDDLEBY CORP | Add +1.0% | 2.34% | 1,574,530 | $208.75M | $132.58 | $126.35 - $169.44(14%)$150.77 -> $132.58 |
| SMG | SCOTTS MIRACLE-GRO CO | New | 0.66% | 962,642 | $58.54M | $60.81 | $57.86 - $72.35(20%)$59.43 -> $60.81 |
| FITB | FIFTH THIRD BANCORP | New | 0.30% | 567,418 | $26.36M | $46.46 | $42.94 - $55.44(28%)$47.71 -> $46.46 |
| VT | VANGUARD INTL EQUITY INDEX F | New | 0.02% | 9,964 | $1.38M | $138.32 | $133.65 - $149.07(30%)$142.10 -> $138.32 |
| VWO | VANGUARD INTL EQUITY INDEX F | New | 0.01% | 20,245 | $1.09M | $54.05 | $52.20 - $59.09(27%)$54.93 -> $54.05 |
| RCL | ROYAL CARIBBEAN GROUP | New | 0.01% | 1,740 | $478.81K | $275.18 | $256.16 - $356.39(19%)$283.26 -> $275.18 |
| VXUS | VANGUARD STAR FDS | New | 0.00% | 4,685 | $361.26K | $77.11 | $74.30 - $84.28(28%)$76.54 -> $77.11 |
| XCEM | COLUMBIA ETF TR II | New | 0.00% | 8,466 | $345.5K | $40.81 | $38.96 - $46.05(26%)$39.24 -> $40.81 |
| IWS | ISHARES TR | New | 0.00% | 1,145 | $166.87K | $145.74 | $140.89 - $154.79(35%)$142.62 -> $145.74 |
| COF | CAPITAL ONE FINL CORP | Sold | — | 0 | $0 | — | - |
| CHKP | CHECK POINT SOFTWARE TECH LT | Sold | — | 0 | $0 | — | - |
| CPA | COPA HOLDINGS SA | Sold | — | 0 | $0 | — | - |
| GS | GOLDMAN SACHS GROUP INC | Sold | — | 0 | $0 | — | - |
| HUM | HUMANA INC | Sold | — | 0 | $0 | — | - |
| IWD | ISHARES TR | Sold | — | 0 | $0 | — | - |
| JHG | JANUS HENDERSON GROUP PLC | Sold | — | 0 | $0 | — | - |
| NTAP | NETAPP INC | Sold | — | 0 | $0 | — | - |
| VEA | VANGUARD TAX-MANAGED FDS | Sold | — | 0 | $0 | — | - |
| WBS | WEBSTER FINL CORP | Sold | — | 0 | $0 | — | - |
| MOS | MOSAIC CO | Add +0.9% | 0.04% | 148,341 | $3.78M | $25.50 | $23.06 - $32.25(27%)$25.02 -> $25.50 |
| CG | CARLYLE GROUP INC | Add +0.8% | 2.16% | 3,981,757 | $192.68M | $48.39 | $44.83 - $67.30(16%)$60.86 -> $48.39 |
| MANU | MANCHESTER UTD PLC NEW | Add +0.8% | 1.70% | 9,050,387 | $152.23M | $16.82 | $15.68 - $18.30(44%)$15.78 -> $16.82 |
| MSGS | MADISON SQUARE GRDN SPRT COR | Reduce -0.7% | 2.58% | 717,341 | $230.55M | $321.40 | $250.03 - $345.46(75%)$258.86 -> $321.40 |
| REZI | RESIDEO TECHNOLOGIES INC | Reduce -0.7% | 2.29% | 6,078,851 | $204.92M | $33.71 | $32.18 - $42.95(14%)$35.16 -> $33.71 |
| HCKT | HACKETT GROUP INC | Reduce -0.6% | 0.06% | 425,568 | $5.54M | $13.01 | $12.19 - $20.64(10%)$19.55 -> $13.01 |
| KFY | KORN FERRY | Reduce -0.6% | 0.33% | 463,417 | $29.17M | $62.95 | $58.95 - $70.47(35%)$66.39 -> $62.95 |
| SSD | SIMPSON MFG INC | Add +0.4% | 0.18% | 91,750 | $15.75M | $171.62 | $161.43 - $211.98(20%)$164.72 -> $171.62 |
| WEX | WEX INC | Add +0.3% | 0.58% | 337,724 | $51.69M | $153.04 | $141.84 - $167.61(43%)$148.39 -> $153.04 |
| KMX | CARMAX INC | Reduce -0.3% | 0.26% | 561,947 | $23.37M | $41.58 | $38.25 - $49.89(29%)$39.29 -> $41.58 |
| SNA | SNAP ON INC | Reduce -0.3% | 0.13% | 32,608 | $11.84M | $363.22 | $342.34 - $390.13(44%)$350.95 -> $363.22 |
| MGPI | MGP INGREDIENTS INC NEW | Reduce -0.1% | 0.13% | 628,860 | $11.56M | $18.39 | $16.45 - $26.59(19%)$24.09 -> $18.39 |
| ORCL | ORACLE CORP | Reduce -0.1% | 0.03% | 16,367 | $2.41M | $147.11 | $135.25 - $207.80(16%)$195.71 -> $147.11 |
| MTN | VAIL RESORTS INC | Add +0.1% | 0.16% | 112,309 | $14.41M | $128.32 | $123.82 - $147.50(19%)$133.96 -> $128.32 |