Ariel Investments
As of Q2 2026, Ariel Investments reported 106 long-equity positions worth $10.03B in aggregate.
Copy-investor backtest
- Latest quarter
- +14.83%
- 1-year
- +30.15%
- 3-year
- +58.90%
- 5-year
- +48.54%
- 3-year vs S&P 500
- -14.35%
- 5-year vs S&P 500
- -25.56%
- 5-year top 5
- +20.76%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 62 of 138 rows. Rows without a quote are marked unavailable.
| 1 | IPG | Interpublic Group of Cos., Inc. COMMON | 3.98% | - | 17,805,401 | $232M | No quote | No quote |
| 2 | LAZ | Lazard Ltd COMMON | 3.59% | - | 6,122,986 | $208.98M | $34.13 | No quote |
| 3 | JLL | Jones Lang LaSalle Inc. COMMON | 3.26% | - | 1,911,985 | $190.07M | $99.41 | No quote |
| 4 | FAF | First American Financial Corp. COMMON | 3.25% | - | 7,414,965 | $189.6M | $25.57 | No quote |
| 5 | GCI | Gannett Co., Inc. COMMON | 3.11% | - | 8,278,930 | $181.06M | No quote | No quote |
| 6 | JNS | Janus Capital Group Inc. COMMON | 3.05% | - | 18,906,331 | $177.72M | No quote | No quote |
| 7 | ISCA | International Speedway Corp. COMMON | 3.00% | - | 5,346,876 | $174.74M | No quote | No quote |
| 8 | KKR | KKR & Co. L.P. COMMON | 2.53% | - | 7,642,916 | $147.66M | $19.32 | No quote |
| 9 | HSP | Hospira, Inc. COMMON | 2.40% | - | 4,258,620 | $139.81M | No quote | No quote |
| 10 | IGT | International Game Technology COMMON | 2.31% | - | 8,164,363 | $134.71M | No quote | No quote |
| 11 | BIO | Bio-Rad Laboratories, Inc. COMMON | 2.21% | - | 1,022,110 | $128.79M | $126.00 | No quote |
| 12 | WU | Western Union Co. COMMON | 2.17% | - | 8,414,518 | $126.55M | $15.04 | No quote |
| 13 | MSG | Madison Square Garden Co. COMMON | 2.12% | - | 2,147,475 | $123.7M | No quote | No quote |
| 14 | CRL | Charles River Laboratories Intl Inc. COMMON | 2.10% | - | 2,763,450 | $122.34M | $44.27 | No quote |
| 15 | MCF | Contango Oil & Gas Co. COMMON | 1.98% | - | 2,876,574 | $115.32M | No quote | No quote |
| 16 | CYN | City National Corp. COMMON | 1.97% | - | 1,952,563 | $115.03M | No quote | No quote |
| 17 | SNA | Snap-On Inc. COMMON | 1.87% | - | 1,318,516 | $109.04M | $82.70 | No quote |
| 18 | LIFE | Life Technologies Corp. COMMON | 1.85% | - | 1,671,846 | $108.05M | No quote | No quote |
| 19 | DV | DeVry Inc. COMMON | 1.81% | - | 3,324,295 | $105.55M | $31.75 | No quote |
| 20 | BRS | Bristow Group Inc. COMMON | 1.80% | - | 1,587,842 | $104.7M | No quote | No quote |
| 21 | NWL | Newell Rubbermaid Inc. COMMON | 1.79% | - | 4,008,253 | $104.62M | $26.10 | No quote |
| 22 | CBRE | CBRE Group, Inc. COMMON | 1.62% | - | 3,746,463 | $94.6M | $25.25 | No quote |
| 23 | ZBH | Zimmer Holdings, Inc. COMMON | 1.57% | - | 1,216,061 | $91.47M | $75.22 | No quote |
| 24 | FICO | Fair Isaac Corp. COMMON | 1.54% | - | 1,969,524 | $89.99M | $45.69 | No quote |
| 25 | BID | Sotheby's COMMON | 1.52% | - | 2,376,009 | $88.89M | No quote | No quote |
| 26 | AXE | Anixter Intl Inc. COMMON | 1.52% | - | 1,263,144 | $88.32M | No quote | No quote |
| 27 | DNB | Dun & Bradstreet Corp. COMMON | 1.48% | - | 1,033,898 | $86.49M | No quote | No quote |
| 28 | MDP | Meredith Corp. COMMON | 1.46% | - | 2,220,321 | $84.95M | No quote | No quote |
| 29 | TMO | Thermo Fisher Scientific Inc. COMMON | 1.41% | - | 1,071,393 | $81.95M | $76.49 | No quote |
| 30 | NTRS | Northern Trust Corp. COMMON | 1.39% | - | 1,483,387 | $80.93M | $54.56 | No quote |
| 31 | SSD | Simpson Manufacturing Co., Inc. COMMON | 1.35% | - | 2,566,438 | $78.56M | $30.61 | No quote |
| 32 | IEX | IDEX Corp. COMMON | 1.33% | - | 1,450,164 | $77.47M | $53.42 | No quote |
| 33 | BRC | Brady Corp. COMMON | 1.27% | - | 2,208,502 | $74.05M | $33.53 | No quote |
| 34 | AFL | AFLAC Inc. COMMON | 1.25% | - | 1,404,130 | $73.04M | $52.02 | No quote |
| 35 | TILE | Interface, Inc. COMMON | 1.23% | - | 3,721,390 | $71.53M | $19.22 | No quote |
| 36 | LFUS | Littelfuse, Inc. COMMON | 1.23% | - | 1,053,475 | $71.48M | $67.85 | No quote |
| 37 | VIAB | Viacom, Inc. COMMON | 1.20% | - | 1,134,417 | $69.74M | No quote | No quote |
| 38 | STJ | St. Jude Medical, Inc. COMMON | 1.16% | - | 1,675,741 | $67.77M | No quote | No quote |
| 39 | MHK | Mohawk Industries, Inc. COMMON | 1.16% | - | 596,566 | $67.48M | $113.12 | No quote |
| 40 | TW | Towers Watson COMMON | 1.15% | - | 969,105 | $67.18M | $69.32 | No quote |
| 41 | BX | Blackstone Group L.P. COMMON | 1.15% | - | 3,388,196 | $67.02M | $19.78 | No quote |
| 42 | CBS | CBS Corp. COMMON | 1.07% | - | 1,340,854 | $62.6M | No quote | No quote |
| 43 | BEN | Franklin Resources, Inc. COMMON | 1.07% | - | 414,880 | $62.57M | $150.81 | No quote |
| 44 | SJM | J.M. Smucker Co. COMMON | 1.04% | - | 612,346 | $60.72M | $99.16 | No quote |
| 45 | SWK | Stanley Black & Decker, Inc. COMMON | 0.94% | - | 679,420 | $55.01M | $80.97 | No quote |
| 46 | WPO | Washington Post Co. COMMON | 0.92% | - | 119,891 | $53.59M | No quote | No quote |
| 47 | RCL | Royal Caribbean Cruises Ltd. COMMON | 0.90% | - | 1,579,566 | $52.47M | $33.22 | No quote |
| 48 | ITW | Illinois Tool Works Inc. COMMON | 0.89% | - | 852,192 | $51.93M | $60.94 | No quote |
| 49 | SMA | Symmetry Medical Inc. COMMON | 0.84% | - | 4,300,731 | $49.24M | $11.45 | No quote |
| 50 | JWN | Nordstrom, Inc. COMMON | 0.76% | - | 803,083 | $44.35M | No quote | No quote |
| 51 | OMC | Omnicom Group Inc. COMMON | 0.74% | - | 730,480 | $43.03M | $58.90 | No quote |
| 52 | MIND | Mitcham Industries, Inc. COMMON | 0.72% | - | 2,481,998 | $42M | No quote | No quote |
| 53 | TISI | Team, Inc. COMMON | 0.69% | - | 973,397 | $39.98M | No quote | No quote |
| 54 | COH | Coach, Inc. COMMON | 0.68% | - | 789,437 | $39.46M | No quote | No quote |
| 55 | BCO | Brink's Co. COMMON | 0.50% | - | 1,038,051 | $29.34M | $28.26 | No quote |
| 56 | TROW | T. Rowe Price Group, Inc. COMMON | 0.44% | - | 343,622 | $25.73M | $74.87 | No quote |
| 57 | ACN | Accenture plc COMMON | 0.40% | - | 305,250 | $23.19M | $75.97 | No quote |
| 58 | TIF | Tiffany & Co. COMMON | 0.39% | - | 328,363 | $22.83M | No quote | No quote |
| 59 | CCL | Carnival Corp. COMMON | 0.37% | - | 633,417 | $21.73M | $34.30 | No quote |
| 60 | BLT | Blount Intl, Inc. COMMON | 0.36% | - | 1,550,230 | $20.74M | No quote | No quote |
| 61 | MKC | McCormick & Co., Inc. COMMON | 0.33% | - | 265,100 | $19.5M | $73.55 | No quote |
| 62 | APOL | Apollo Group, Inc. COMMON | 0.33% | - | 1,090,832 | $18.96M | No quote | No quote |
| 63 | HCC | HCC Insurance Holdings, Inc. COMMON | 0.23% | - | 323,439 | $13.59M | $42.03 | No quote |
| 64 | PVTB | PrivateBancorp, Inc. COMMON | 0.20% | - | 612,528 | $11.57M | No quote | No quote |
| 65 | MATW | Matthews Intl Corp. COMMON | 0.20% | - | 328,258 | $11.46M | $34.91 | No quote |
| 66 | LEDR | Market Leader, Inc. COMMON | 0.19% | - | 1,264,301 | $11.33M | No quote | No quote |
| 67 | VICL | Vical Inc. COMMON | 0.18% | - | 2,656,967 | $10.58M | No quote | No quote |
| 68 | WMS | WMS Industries Inc. COMMON | 0.18% | - | 405,480 | $10.22M | $25.21 | No quote |
| 69 | MIDD | Middleby Corp. COMMON | 0.17% | - | 66,459 | $10.11M | $152.15 | No quote |
| 70 | XOXO | XO Group Inc. COMMON | 0.17% | - | 988,535 | $9.89M | No quote | No quote |
| 71 | RST | Rosetta Stone Inc. COMMON | 0.17% | - | 639,228 | $9.83M | No quote | No quote |
| 72 | BOBE | Bob Evans Farms, Inc. COMMON | 0.17% | - | 228,517 | $9.74M | No quote | No quote |
| 73 | COWN | Cowen Group, Inc. COMMON | 0.16% | - | 3,350,770 | $9.45M | No quote | No quote |
| 74 | HMN | Horace Mann Educators Corp. COMMON | 0.16% | - | 436,869 | $9.11M | No quote | No quote |
| 75 | MSFT | Microsoft Corp. COMMON | 0.15% | - | 310,719 | $8.89M | $28.60 | No quote |
| 76 | PCTI | PCTEL, Inc. COMMON | 0.15% | - | 1,247,648 | $8.86M | No quote | No quote |
| 77 | MKL | Markel Corp. COMMON | 0.15% | - | 17,238 | $8.68M | $503.48 | No quote |
| 78 | IMN | Imation Corp. COMMON | 0.14% | - | 2,199,197 | $8.4M | No quote | No quote |
| 79 | JNJ | Johnson & Johnson COMMON | 0.14% | - | 99,722 | $8.13M | $81.53 | No quote |
| 80 | WAG | Walgreen Co. COMMON | 0.13% | - | 164,450 | $7.84M | No quote | No quote |
| 81 | GAIA | Gaiam, Inc. COMMON | 0.13% | - | 1,823,682 | $7.66M | No quote | No quote |
| 82 | EAC | Erickson Air-Crane, Inc. COMMON | 0.13% | - | 457,942 | $7.45M | No quote | No quote |
| 83 | LFCR | Landec Corp. COMMON | 0.12% | - | 495,654 | $7.17M | No quote | No quote |
| 84 | TGT | Target Corp. COMMON | 0.12% | - | 102,535 | $7.02M | $68.45 | No quote |
| 85 | FRM | Furmanite Corp. COMMON | 0.11% | - | 941,418 | $6.3M | No quote | No quote |
| 86 | BTN | Ballantyne Strong, Inc. COMMON | 0.11% | - | 1,476,453 | $6.25M | No quote | No quote |
| 87 | AVHI | AV Homes, Inc. COMMON | 0.10% | - | 458,721 | $6.12M | No quote | No quote |
| 88 | XOM | Exxon Mobil Corp. COMMON | 0.10% | - | 67,730 | $6.1M | $90.11 | No quote |
| 89 | LMT | Lockheed Martin Corp. COMMON | 0.10% | - | 62,870 | $6.07M | $96.52 | No quote |
| 90 | OESX | Orion Energy Systems, Inc. COMMON | 0.10% | - | 2,392,197 | $5.93M | No quote | No quote |
| 91 | PCO | Pendrell Corp. COMMON | 0.10% | - | 3,470,516 | $5.76M | No quote | No quote |
| 92 | RTK | Rentech, Inc. COMMON | 0.10% | - | 2,386,993 | $5.61M | No quote | No quote |
| 93 | NOV | National Oilwell Varco COMMON | 0.09% | - | 76,900 | $5.44M | $70.75 | No quote |
| 94 | JPM | JPMorgan Chase & Co. COMMON | 0.09% | - | 113,296 | $5.38M | $47.46 | No quote |
| 95 | MS | Morgan Stanley COMMON | 0.09% | - | 232,345 | $5.11M | $21.98 | No quote |
| 96 | GS | Goldman, Sachs & Co. COMMON | 0.09% | - | 34,615 | $5.09M | $147.16 | No quote |
| 97 | IBM | International Business Machines COMMON | 0.08% | - | 23,092 | $4.93M | $213.32 | No quote |
| 98 | PRCP | Perceptron, Inc. COMMON | 0.08% | - | 682,163 | $4.93M | No quote | No quote |
| 99 | ORBC | ORBCOMM Inc. COMMON | 0.08% | - | 937,900 | $4.89M | No quote | No quote |
| 100 | EDGW | Edgewater Technology Inc. COMMON | 0.08% | - | 1,218,609 | $4.85M | No quote | No quote |
| 101 | VSR | Versar Inc. COMMON | 0.08% | - | 1,065,249 | $4.62M | No quote | No quote |
| 102 | ALOT | Astro-Med, Inc. COMMON | 0.08% | - | 465,593 | $4.46M | No quote | No quote |
| 103 | HDNG | Hardinge Inc. COMMON | 0.08% | - | 323,734 | $4.41M | No quote | No quote |
| 104 | CHK | Chesapeake Energy Corp. COMMON | 0.07% | - | 213,780 | $4.36M | No quote | No quote |
| 105 | SPAR | Spartan Motors Inc. COMMON | 0.07% | - | 783,379 | $4.16M | No quote | No quote |
| 106 | JAKK | JAKKS Pacific, Inc. COMMON | 0.07% | - | 395,186 | $4.15M | No quote | No quote |
| 107 | POZN | Pozen Inc. COMMON | 0.07% | - | 783,580 | $4.13M | No quote | No quote |
| 108 | ARC | ARC Document Solutions Inc. COMMON | 0.07% | - | 1,371,533 | $4.09M | No quote | No quote |
| 109 | CRWS | Crown Crafts, Inc. COMMON | 0.06% | - | 630,480 | $3.78M | No quote | No quote |
| 110 | BOLT | Bolt Technology Corp. COMMON | 0.06% | - | 213,963 | $3.74M | No quote | No quote |
| 111 | RBCN | Rubicon Technology, Inc. COMMON | 0.06% | - | 545,571 | $3.6M | No quote | No quote |
| 112 | MODG | Callaway Golf Co. COMMON | 0.06% | - | 525,050 | $3.48M | No quote | No quote |
| 113 | SIGM | Sigma Designs, Inc. COMMON | 0.06% | - | 711,775 | $3.47M | No quote | No quote |
| 114 | DIS | Walt Disney Co. COMMON | 0.06% | - | 57,705 | $3.28M | $56.81 | No quote |
| 115 | BK | Bank of New York Mellon Corp. COMMON | 0.05% | - | 112,725 | $3.16M | $27.99 | No quote |
| 116 | BAX | Baxter Intl Inc. COMMON | 0.05% | - | 38,276 | $2.78M | $72.63 | No quote |
| 117 | MFLX | Multi-Fineline Electronix, Inc. COMMON | 0.05% | - | 179,248 | $2.77M | No quote | No quote |
| 118 | CPIX | Cumberland Pharmaceuticals, Inc. COMMON | 0.05% | - | 537,021 | $2.67M | No quote | No quote |
| 119 | AETI | American Electric Technologies, Inc. COMMON | 0.04% | - | 480,273 | $2.51M | No quote | No quote |
| 120 | CSPI | CSP Inc. COMMON | 0.04% | - | 378,567 | $2.22M | No quote | No quote |
| 121 | RLH | Red Lion Hotels Corp. COMMON | 0.03% | - | 258,866 | $1.84M | No quote | No quote |
| 122 | DVD | Dover Motorsports, Inc. COMMON | 0.03% | - | 800,474 | $1.6M | No quote | No quote |
| 123 | RYAAY | Ryanair Holdings plc ADR ADR | 0.01% | - | 16,696 | $698K | $41.81 | No quote |
| 124 | GILD | Gilead Sciences, Inc. COMMON | 0.01% | - | 12,056 | $590K | $48.94 | No quote |
| 125 | MBFI | MB Financial, Inc. COMMON | 0.01% | - | 20,000 | $483K | No quote | No quote |
| 126 | DGX | Quest Diagnostics Inc. COMMON | 0.01% | - | 7,445 | $420K | $56.41 | No quote |
| 127 | TM | Toyota Motor Corp. ADR ADR | 0.01% | - | 3,821 | $392K | No quote | No quote |
| 128 | CHL | China Mobile Ltd. ADR ADR | 0.01% | - | 7,069 | $376K | No quote | No quote |
| 129 | BIDU | Baidu, Inc. ADR ADR | 0.01% | - | 3,780 | $332K | $87.83 | No quote |
| 130 | GSK | GlaxoSmithKline PLC ADR ADR | 0.01% | - | 7,024 | $329K | $46.84 | No quote |
| 131 | QLGC | QLogic Corp. COMMON | 0.01% | - | 27,938 | $324K | No quote | No quote |
| 132 | NOK | Nokia Corp. ADR ADR | 0.00% | - | 87,807 | $288K | $3.28 | No quote |
| 133 | HAR | Harman Intl Industries Inc. COMMON | 0.00% | - | 6,191 | $276K | No quote | No quote |
| 134 | TSRA | Tessera Technologies, Inc. COMMON | 0.00% | - | 12,800 | $240K | No quote | No quote |
| 135 | NVDA | NVIDIA Corp. COMMON | 0.00% | - | 17,890 | $230K | $12.86 | No quote |
| 137 | VEA | Vanguard MSCI EAFE ETF COMMON | 0.00% | - | 5,753 | $210K | $36.50 | No quote |
| 136 | ACTG | Acacia Research Corporation COMMON | 0.00% | - | 6,976 | $210K | No quote | No quote |
| 138 | RDSA | Royal Dutch Shell plc ADR ADR | 0.00% | - | 3,092 | $201K | No quote | No quote |