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 63 of 152 rows. Rows without a quote are marked unavailable.
| 1 | IPG | Interpublic Group of Cos., Inc. | 3.94% | Reduce -7.0% | 16,559,506 | $240.94M | No quote | No quote |
| 2 | LAZ | Lazard Ltd | 3.62% | Add +12.4% | 6,881,941 | $221.25M | $32.15 | No quote |
| 3 | FAF | First American Financial Corp. | 3.12% | Add +16.7% | 8,650,370 | $190.65M | $22.04 | No quote |
| 4 | GCI | Gannett Co., Inc. | 3.08% | Reduce -7.0% | 7,697,805 | $188.29M | No quote | No quote |
| 5 | HSP | Hospira, Inc. | 3.01% | Add +13.0% | 4,811,105 | $184.31M | No quote | No quote |
| 6 | WU | Western Union Co. | 2.99% | Add +27.1% | 10,691,853 | $182.94M | $17.11 | No quote |
| 7 | JLL | Jones Lang LaSalle Inc. | 2.78% | Reduce -2.5% | 1,864,432 | $169.92M | $91.14 | No quote |
| 8 | ISCA | International Speedway Corp. | 2.75% | Reduce -0.1% | 5,340,785 | $168.08M | No quote | No quote |
| 9 | JNS | Janus Capital Group Inc. | 2.61% | Reduce -0.8% | 18,758,651 | $159.64M | No quote | No quote |
| 10 | CYN | City National Corp. | 2.47% | Add +22.0% | 2,381,473 | $150.91M | No quote | No quote |
| 11 | KKR | KKR & Co. L.P. | 2.30% | Reduce -6.3% | 7,162,095 | $140.81M | $19.66 | No quote |
| 12 | IGT | International Game Technology | 2.21% | Reduce -0.8% | 8,098,468 | $135.33M | No quote | No quote |
| 13 | BID | Sotheby's | 1.94% | Add +31.7% | 3,128,374 | $118.6M | No quote | No quote |
| 14 | SNA | Snap-On Inc. | 1.93% | Add +0.1% | 1,319,511 | $117.94M | $89.38 | No quote |
| 15 | DV | DeVry Inc. | 1.89% | Add +11.9% | 3,720,465 | $115.41M | $31.02 | No quote |
| 16 | BIO | Bio-Rad Laboratories, Inc. | 1.86% | Reduce -0.9% | 1,012,406 | $113.59M | $112.20 | No quote |
| 17 | CRL | Charles River Laboratories Intl Inc. | 1.83% | Reduce -1.1% | 2,734,450 | $112.19M | $41.03 | No quote |
| 18 | BRS | Bristow Group Inc. | 1.78% | Add +5.0% | 1,666,637 | $108.87M | No quote | No quote |
| 19 | MDP | Meredith Corp. | 1.77% | Add +2.1% | 2,268,101 | $108.19M | No quote | No quote |
| 20 | MSG | Madison Square Garden Co. | 1.68% | Reduce -19.2% | 1,735,385 | $102.82M | No quote | No quote |
| 21 | NWL | Newell Rubbermaid Inc. | 1.67% | Reduce -2.8% | 3,897,968 | $102.32M | $26.25 | No quote |
| 22 | DNB | Dun & Bradstreet Corp. | 1.63% | Reduce -1.1% | 1,022,768 | $99.67M | No quote | No quote |
| 23 | MCF | Contango Oil & Gas Co. | 1.62% | Add +1.9% | 2,930,904 | $98.92M | No quote | No quote |
| 24 | AXE | Anixter Intl Inc. | 1.57% | Add +0.0% | 1,263,189 | $95.76M | No quote | No quote |
| 25 | FICO | Fair Isaac Corp. | 1.54% | Add +4.3% | 2,054,724 | $94.17M | $45.83 | No quote |
| 26 | CBRE | CBRE Group, Inc. | 1.47% | Add +2.9% | 3,853,368 | $90.02M | $23.36 | No quote |
| 27 | NTRS | Northern Trust Corp. | 1.37% | Reduce -2.5% | 1,445,562 | $83.7M | $57.90 | No quote |
| 28 | STJ | St. Jude Medical, Inc. | 1.34% | Add +7.2% | 1,795,866 | $81.95M | No quote | No quote |
| 29 | AFL | AFLAC Inc. | 1.33% | Reduce -0.3% | 1,400,110 | $81.37M | $58.12 | No quote |
| 30 | TW | Towers Watson | 1.29% | Reduce -0.6% | 963,505 | $78.95M | $81.94 | No quote |
| 31 | LFUS | Littelfuse, Inc. | 1.27% | Reduce -1.0% | 1,043,290 | $77.84M | $74.61 | No quote |
| 32 | BRC | Brady Corp. | 1.27% | Add +14.3% | 2,524,252 | $77.57M | $30.73 | No quote |
| 33 | VIAB | Viacom, Inc. | 1.26% | Reduce -0.4% | 1,129,524 | $76.84M | No quote | No quote |
| 34 | SSD | Simpson Manufacturing Co., Inc. | 1.23% | Reduce -0.7% | 2,547,643 | $74.95M | $29.42 | No quote |
| 35 | TMO | Thermo Fisher Scientific Inc. | 1.22% | Reduce -17.4% | 885,018 | $74.9M | $84.63 | No quote |
| 36 | ITW | Illinois Tool Works Inc. | 1.18% | Add +22.5% | 1,043,667 | $72.19M | $69.17 | No quote |
| 37 | IEX | IDEX Corp. | 1.15% | Reduce -9.6% | 1,311,384 | $70.57M | $53.81 | No quote |
| 38 | SWK | Stanley Black & Decker, Inc. | 1.12% | Add +30.3% | 884,965 | $68.41M | $77.30 | No quote |
| 39 | ZBH | Zimmer Holdings, Inc. | 1.08% | Reduce -27.6% | 880,911 | $66.02M | $74.94 | No quote |
| 40 | CBS | CBS Corp. | 1.06% | Reduce -0.6% | 1,332,246 | $65.11M | No quote | No quote |
| 41 | MHK | Mohawk Industries, Inc. | 1.06% | Reduce -3.4% | 576,501 | $64.85M | $112.49 | No quote |
| 42 | TILE | Interface, Inc. | 1.02% | Reduce -0.9% | 3,687,415 | $62.58M | $16.97 | No quote |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 0.99% | Add +15.1% | 1,818,766 | $60.64M | $33.34 | No quote |
| 44 | SJM | J.M. Smucker Co. | 0.99% | Reduce -4.0% | 587,734 | $60.63M | $103.15 | No quote |
| 45 | WPO | Washington Post Co. | 0.94% | Reduce -1.0% | 118,700 | $57.42M | No quote | No quote |
| 46 | BX | Blackstone Group L.P. | 0.94% | Reduce -19.8% | 2,717,695 | $57.24M | $21.06 | No quote |
| 47 | BEN | Franklin Resources, Inc. | 0.92% | Reduce -0.8% | 411,786 | $56.01M | $136.02 | No quote |
| 48 | JWN | Nordstrom, Inc. | 0.91% | Add +15.0% | 923,543 | $55.36M | No quote | No quote |
| 49 | COH | Coach, Inc. | 0.87% | Add +17.7% | 928,907 | $53.03M | No quote | No quote |
| 50 | MIND | Mitcham Industries, Inc. | 0.77% | Add +12.4% | 2,789,471 | $46.81M | No quote | No quote |
| 51 | OMC | Omnicom Group Inc. | 0.75% | Reduce -0.7% | 725,663 | $45.62M | $62.87 | No quote |
| 52 | TISI | Team, Inc. | 0.69% | Add +14.7% | 1,116,286 | $42.25M | No quote | No quote |
| 53 | MTSC | MTS Systems Corp. | 0.64% | New | 691,567 | $39.14M | No quote | No quote |
| 54 | SMA | Symmetry Medical Inc. | 0.55% | Reduce -6.3% | 4,028,701 | $33.92M | $8.42 | No quote |
| 55 | APOL | Apollo Group, Inc. | 0.52% | Add +65.7% | 1,807,377 | $32.03M | No quote | No quote |
| 56 | BCO | Brink's Co. | 0.43% | Reduce -0.1% | 1,037,556 | $26.47M | $25.51 | No quote |
| 57 | CCL | Carnival Corp. | 0.43% | Add +20.5% | 763,537 | $26.18M | $34.29 | No quote |
| 58 | TROW | T. Rowe Price Group, Inc. | 0.41% | Reduce -1.0% | 340,162 | $24.9M | $73.20 | No quote |
| 59 | BLT | Blount Intl, Inc. | 0.32% | Add +7.4% | 1,664,395 | $19.67M | No quote | No quote |
| 60 | TIF | Tiffany & Co. | 0.31% | Reduce -21.8% | 256,703 | $18.7M | No quote | No quote |
| 61 | PCTI | PCTEL, Inc. | 0.30% | Add +74.4% | 2,175,417 | $18.45M | No quote | No quote |
| 62 | MKC | McCormick & Co., Inc. | 0.30% | Reduce -1.2% | 261,965 | $18.43M | $70.36 | No quote |
| 63 | COWN | Cowen Group, Inc. | 0.27% | Add +72.3% | 5,773,080 | $16.68M | No quote | No quote |
| 64 | EAC | Erickson Air-Crane, Inc. | 0.27% | Add +92.7% | 882,551 | $16.6M | No quote | No quote |
| 65 | POZN | Pozen Inc. | 0.26% | Add +312.0% | 3,228,236 | $16.17M | No quote | No quote |
| 66 | VICL | Vical Inc. | 0.26% | Add +93.3% | 5,134,817 | $16.07M | No quote | No quote |
| 67 | IMN | Imation Corp. | 0.26% | Add +68.0% | 3,694,765 | $15.63M | No quote | No quote |
| 68 | RTK | Rentech, Inc. | 0.25% | Add +208.5% | 7,364,188 | $15.47M | No quote | No quote |
| 69 | XOXO | XO Group Inc. | 0.25% | Add +35.8% | 1,342,079 | $15.03M | No quote | No quote |
| 70 | PCO | Pendrell Corp. | 0.24% | Add +63.8% | 5,686,228 | $14.84M | No quote | No quote |
| 71 | RST | Rosetta Stone Inc. | 0.23% | Add +48.9% | 951,654 | $14.03M | No quote | No quote |
| 72 | HCC | HCC Insurance Holdings, Inc. | 0.23% | Reduce -1.0% | 320,264 | $13.81M | $43.11 | No quote |
| 73 | ORBC | ORBCOMM Inc. | 0.22% | Add +215.9% | 2,963,249 | $13.31M | No quote | No quote |
| 74 | PVTB | PrivateBancorp, Inc. | 0.21% | Reduce -1.3% | 604,603 | $12.83M | No quote | No quote |
| 75 | MATW | Matthews Intl Corp. | 0.20% | Reduce -0.5% | 326,563 | $12.31M | $37.70 | No quote |
| 76 | AVHI | AV Homes, Inc. | 0.20% | Add +47.6% | 676,914 | $12M | No quote | No quote |
| 77 | RBCN | Rubicon Technology, Inc. | 0.18% | Add +159.8% | 1,417,420 | $11.3M | No quote | No quote |
| 78 | MIDD | Middleby Corp. | 0.18% | Reduce -1.1% | 65,759 | $11.19M | $170.09 | No quote |
| 79 | SPAR | Spartan Motors Inc. | 0.18% | Add +123.8% | 1,753,441 | $10.73M | No quote | No quote |
| 80 | BOBE | Bob Evans Farms, Inc. | 0.17% | Reduce -1.0% | 226,332 | $10.63M | No quote | No quote |
| 81 | HMN | Horace Mann Educators Corp. | 0.17% | Reduce -0.7% | 433,834 | $10.58M | No quote | No quote |
| 82 | FRM | Furmanite Corp. | 0.16% | Add +59.3% | 1,499,203 | $10.03M | No quote | No quote |
| 83 | HDNG | Hardinge Inc. | 0.16% | Add +104.8% | 663,071 | $9.8M | No quote | No quote |
| 84 | MSFT | Microsoft Corp. | 0.16% | Reduce -11.4% | 275,424 | $9.52M | $34.55 | No quote |
| 85 | GAIA | Gaiam, Inc. | 0.15% | Add +12.8% | 2,056,903 | $9.17M | No quote | No quote |
| 86 | ARC | ARC Document Solutions Inc. | 0.15% | Add +65.5% | 2,270,507 | $9.08M | No quote | No quote |
| 87 | MKL | Markel Corp. | 0.15% | Reduce -2.0% | 16,893 | $8.9M | $526.96 | No quote |
| 88 | JAKK | JAKKS Pacific, Inc. | 0.14% | Add +96.2% | 775,191 | $8.72M | No quote | No quote |
| 89 | OESX | Orion Energy Systems, Inc. | 0.14% | Add +45.1% | 3,472,198 | $8.61M | No quote | No quote |
| 90 | BTN | Ballantyne Strong, Inc. | 0.14% | Add +38.0% | 2,037,896 | $8.6M | No quote | No quote |
| 91 | SIGM | Sigma Designs, Inc. | 0.14% | Add +138.1% | 1,694,950 | $8.56M | No quote | No quote |
| 92 | JNJ | Johnson & Johnson | 0.13% | Reduce -4.3% | 95,387 | $8.19M | $85.86 | No quote |
| 93 | LFCR | Landec Corp. | 0.13% | Add +20.8% | 598,499 | $7.91M | No quote | No quote |
| 94 | NOV | National Oilwell Varco | 0.12% | Add +44.2% | 110,915 | $7.64M | $68.90 | No quote |
| 95 | ALOT | Astro-Med, Inc. | 0.12% | Add +43.6% | 668,442 | $7.35M | No quote | No quote |
| 96 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.12% | Add +165.5% | 1,425,705 | $7.29M | No quote | No quote |
| 97 | WAG | Walgreen Co. | 0.12% | - | 164,450 | $7.27M | No quote | No quote |
| 98 | TGT | Target Corp. | 0.12% | Add +0.2% | 102,735 | $7.07M | $68.86 | No quote |
| 99 | LMT | Lockheed Martin Corp. | 0.11% | - | 62,870 | $6.82M | $108.46 | No quote |
| 100 | CRWS | Crown Crafts, Inc. | 0.11% | Add +72.9% | 1,090,135 | $6.7M | No quote | No quote |
| 101 | MODG | Callaway Golf Co. | 0.11% | Add +93.2% | 1,014,120 | $6.67M | No quote | No quote |
| 102 | BOLT | Bolt Technology Corp. | 0.11% | Add +76.8% | 378,246 | $6.46M | No quote | No quote |
| 103 | IBM | International Business Machines Corp. | 0.10% | Add +41.0% | 32,552 | $6.22M | $191.11 | No quote |
| 104 | XOM | Exxon Mobil Corp. | 0.10% | - | 67,730 | $6.12M | $90.34 | No quote |
| 105 | PRCP | Perceptron, Inc. | 0.10% | Add +12.8% | 769,336 | $6.07M | No quote | No quote |
| 106 | VSR | Versar Inc. | 0.09% | Add +19.1% | 1,268,190 | $5.76M | No quote | No quote |
| 107 | EDGW | Edgewater Technology Inc. | 0.09% | Add +4.7% | 1,275,939 | $5.44M | No quote | No quote |
| 108 | RLH | Red Lion Hotels Corp. | 0.09% | Add +243.3% | 888,564 | $5.43M | No quote | No quote |
| 109 | MS | Morgan Stanley | 0.09% | Reduce -6.8% | 216,625 | $5.29M | $24.43 | No quote |
| 110 | GS | Goldman Sachs Group, Inc. | 0.08% | Reduce -6.4% | 32,395 | $4.9M | $151.26 | No quote |
| 111 | AETI | American Electric Technologies, Inc. | 0.08% | Add +41.2% | 678,268 | $4.84M | No quote | No quote |
| 112 | JPM | JPMorgan Chase & Co. | 0.07% | Reduce -25.6% | 84,236 | $4.45M | $52.79 | No quote |
| 113 | CHK | Chesapeake Energy Corp. | 0.07% | Add +0.3% | 214,480 | $4.37M | No quote | No quote |
| 114 | LEDR | Market Leader, Inc. | 0.07% | Reduce -69.4% | 386,995 | $4.14M | No quote | No quote |
| 115 | DVD | Dover Motorsports, Inc. | 0.06% | Add +119.3% | 1,755,470 | $3.79M | No quote | No quote |
| 116 | BAX | Baxter Intl Inc. | 0.06% | Add +28.7% | 49,271 | $3.41M | $69.27 | No quote |
| 117 | CSPI | CSP Inc. | 0.05% | Reduce -2.5% | 369,236 | $3.28M | No quote | No quote |
| 118 | BK | Bank of New York Mellon Corp. | 0.05% | Add +0.3% | 113,125 | $3.17M | $28.05 | No quote |
| 119 | TNAV | Telenav Inc. | 0.05% | New | 591,769 | $3.1M | No quote | No quote |
| 120 | RYAAY | Ryanair Holdings plc ADR | 0.05% | Add +249.8% | 58,396 | $3.01M | $51.53 | No quote |
| 121 | DTV | DIRECTV | 0.04% | New | 43,285 | $2.67M | No quote | No quote |
| 122 | VEA | Vanguard MSCI EAFE ETF | 0.04% | Add +1136.8% | 71,153 | $2.53M | $35.60 | No quote |
| 123 | CVU | CPI Aerostructures, Inc. | 0.03% | New | 189,292 | $2.05M | No quote | No quote |
| 124 | GSK | GlaxoSmithKline PLC ADR | 0.03% | Add +460.4% | 39,366 | $1.97M | $49.97 | No quote |
| 125 | CHL | China Mobile Ltd. ADR | 0.03% | Add +380.9% | 33,993 | $1.76M | No quote | No quote |
| 126 | VGK | Vanguard MSCI Europe ETF | 0.02% | New | 29,509 | $1.42M | $48.12 | No quote |
| 127 | HAR | Harman Intl Industries Inc. | 0.02% | Add +281.1% | 23,591 | $1.28M | No quote | No quote |
| 128 | BIDU | Baidu, Inc. ADR | 0.02% | Add +202.4% | 11,432 | $1.08M | $94.56 | No quote |
| 129 | MBFI | MB Financial, Inc. | 0.01% | Add +25.0% | 25,000 | $670K | No quote | No quote |
| 130 | GILD | Gilead Sciences, Inc. | 0.01% | - | 12,056 | $618K | $51.26 | No quote |
| 131 | TIBX | TIBCO Software Inc. | 0.01% | New | 28,231 | $604K | No quote | No quote |
| 132 | SLB | Schlumberger Ltd. | 0.01% | New | 6,743 | $483K | $71.63 | No quote |
| 133 | DGX | Quest Diagnostics Inc. | 0.01% | - | 7,445 | $451K | $60.58 | No quote |
| 134 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | New | 21,600 | $414K | No quote | No quote |
| 135 | GNTX | Gentex Corp. | 0.01% | New | 17,720 | $408K | $23.02 | No quote |
| 136 | EBS | Emergent Biosolutions Inc. | 0.01% | New | 27,500 | $397K | No quote | No quote |
| 137 | NOK | Nokia Corp. ADR | 0.01% | Add +12.3% | 98,566 | $369K | $3.74 | No quote |
| 138 | TKC | Turkcell Iletisim Hizmetleri AS ADR | 0.01% | New | 23,686 | $340K | No quote | No quote |
| 139 | MFLX | Multi-Fineline Electronix, Inc. | 0.01% | Reduce -87.6% | 22,200 | $329K | No quote | No quote |
| 140 | ACTG | Acacia Research Corporation | 0.01% | Add +101.5% | 14,055 | $314K | No quote | No quote |
| 141 | TM | Toyota Motor Corp. ADR | 0.00% | Reduce -36.4% | 2,430 | $293K | No quote | No quote |
| 142 | QLGC | QLogic Corp. | 0.00% | - | 27,938 | $267K | No quote | No quote |
| 143 | TSRA | Tessera Technologies, Inc. | 0.00% | - | 12,800 | $266K | No quote | No quote |
| 144 | TLAB | Tellabs, Inc. | 0.00% | New | 130,318 | $257K | No quote | No quote |
| 145 | AVGO | Avago Technologies Ltd. | 0.00% | New | 6,859 | $256K | $37.32 | No quote |
| 146 | NVDA | NVIDIA Corp. | 0.00% | - | 17,890 | $251K | $14.03 | No quote |
| 147 | RDSA | Royal Dutch Shell plc ADR | 0.00% | Add +15.6% | 3,573 | $228K | No quote | No quote |
| 148 | VPL | Vanguard MSCI Pacific ETF | 0.00% | New | 3,736 | $209K | No quote | No quote |
| 152 | WMS | WMS Industries Inc. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 151 | DIS | Walt Disney Co. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 150 | LIFE | Life Technologies Corp. COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 149 | ACN | Accenture plc COMMON | - | Sold | 0 | $0 | No quote | No quote |