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Focused investors/Ariel Investments

Ariel Investments

As of Q2 2026, Ariel Investments reported 106 long-equity positions worth $10.03B in aggregate.

Copy-investor backtest

Latest quarter
+14.00%
1-year
+29.09%
3-year
+54.54%
5-year
+45.78%
3-year vs S&P 500
-18.69%
5-year vs S&P 500
-28.31%
5-year top 5
+21.08%

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 2026-06-06 from SEC 13F data.

Live quotes available for 92 of 201 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd2.99%Add +0.4%5,540,072$249.36M$45.01No quote
2FAFFirst American Financial Corp.2.64%Reduce -11.4%6,144,140$220.58M$35.90No quote
3SJMJ.M. Smucker Co.2.62%Reduce -8.3%1,773,704$218.77M$123.34No quote
4IPGInterpublic Group of Cos., Inc.2.58%Reduce -9.5%9,260,912$215.59MNo quoteNo quote
5LHLaboratory Corp. of America Holdings2.48%Add +3.0%1,675,352$207.14M$123.64No quote
6BRSBristow Group Inc.2.46%Add +14.7%7,905,737$204.76MNo quoteNo quote
7KMTKennametal Inc.2.44%Add +10.3%10,602,518$203.57M$19.20No quote
8AXEAnixter Intl Inc.2.34%Add +3.2%3,226,735$194.86MNo quoteNo quote
9JLLJLL2.18%Reduce -3.9%1,134,989$181.44M$159.86No quote
10ISCAInternational Speedway Corp.2.15%Reduce -8.6%5,315,653$179.24MNo quoteNo quote
11TGNATEGNA, Inc.2.04%Add +1.9%6,674,555$170.34MNo quoteNo quote
12WUWestern Union Co.1.94%Reduce -14.1%9,049,561$162.08M$17.91No quote
13MATMattel, Inc.1.91%Add +0.5%5,863,365$159.31M$27.17No quote
14BIDUBaidu, Inc. ADR1.83%Add +5.5%806,996$152.56M$189.04No quote
15SWKStanley Black & Decker, Inc.1.72%Reduce -9.4%1,346,214$143.68M$106.73No quote
16CRLCharles River Laboratories Intl, Inc.1.68%Add +4.1%1,742,890$140.11M$80.39No quote
17BIOBio-Rad Laboratories, Inc.1.67%Add +0.6%1,005,947$139.49M$138.66No quote
18MSFTMicrosoft Corp.1.65%Reduce -0.9%2,475,332$137.33M$55.48No quote
19ZBHZimmer Biomet Holdings, Inc.1.64%Add +5.6%1,335,494$137.01M$102.59No quote
20SNASnap-On Inc.1.63%Reduce -3.7%790,654$135.54M$171.43No quote
21GILDGilead Sciences, Inc.1.59%-1,313,500$132.91M$101.19No quote
22KKRKKR & Co. L.P.1.55%Add +14.9%8,268,522$128.91M$15.59No quote
23AFLAFLAC Inc.1.52%Reduce -2.9%2,110,939$126.45M$59.90No quote
24NTRSNorthern Trust Corp.1.39%Add +0.6%1,602,589$115.53M$72.09No quote
25BRCBrady Corp.1.37%Add +0.1%4,956,917$113.91M$22.98No quote
26OMCOmnicom Group Inc.1.32%Add +0.6%1,453,560$109.98M$75.66No quote
27JNSJanus Capital Group Inc.1.30%Reduce -6.8%7,719,585$108.77MNo quoteNo quote
28SSDSimpson Manufacturing Co., Inc.1.23%Reduce -0.2%3,013,810$102.92M$34.15No quote
29MTSCMTS Systems Corp.1.20%Add +0.6%1,574,515$99.84MNo quoteNo quote
30CBRECBRE Group, Inc.1.19%Reduce -8.2%2,858,175$98.84M$34.58No quote
31MDPMeredith Corp.1.13%Add +2.8%2,180,306$94.3MNo quoteNo quote
32MSGSThe Madison Square Garden Co1.12%New574,935$93.03M$161.80No quote
33DNBDun & Bradstreet Corp.1.10%Add +6.4%885,469$92.03MNo quoteNo quote
34ITWIllinois Tool Works Inc.1.07%Add +0.6%962,183$89.18M$92.68No quote
35LFUSLittelfuse, Inc.1.06%Reduce -3.1%829,241$88.74M$107.01No quote
36CBSCBS Corp.1.06%Add +0.8%1,870,445$88.15MNo quoteNo quote
37TMOThermo Fisher Scientific Inc.1.04%Add +0.6%610,985$86.67M$141.85No quote
38JNJJohnson & Johnson1.02%Reduce -5.9%831,664$85.43M$102.72No quote
39STJSt. Jude Medical, Inc.0.99%Add +0.7%1,333,643$82.38MNo quoteNo quote
40RCLRoyal Caribbean Cruises Ltd.0.97%Reduce -15.5%799,888$80.96M$101.21No quote
41VIABViacom, Inc.0.97%Add +4.1%1,957,027$80.55MNo quoteNo quote
42SOSouthern Co.0.93%-1,665,185$77.91M$46.79No quote
43SLCAU.S. Silica Holdings, Inc.0.91%Reduce -5.2%4,058,476$76.02MNo quoteNo quote
44BENFranklin Resources, Inc.0.89%Add +0.9%2,026,161$74.6M$36.82No quote
45BLTBlount Intl, Inc.0.89%Reduce -21.2%7,536,792$73.94MNo quoteNo quote
46PMPhilip Morris Intl, Inc.0.86%Add +12.3%812,963$71.47M$87.91No quote
47VZVerizon Communications Inc.0.86%Add +0.0%1,544,785$71.4M$46.22No quote
48MHKMohawk Industries, Inc.0.84%Reduce -0.1%372,132$70.48M$189.39No quote
49MSGNMSG Networks, Inc.0.84%New3,355,502$69.79MNo quoteNo quote
50HARHarman Intl Industries, Inc.0.82%Add +1.6%726,096$68.41MNo quoteNo quote
51ZBRAZebra Technologies Corp.0.81%Add +142.4%974,716$67.89M$69.65No quote
52JWNNordstrom, Inc.0.71%Add +42.1%1,197,130$59.63MNo quoteNo quote
53GSKGlaxoSmithKline plc ADR0.71%Add +1.3%1,476,976$59.6M$40.35No quote
54NWLNewell Rubbermaid Inc.0.70%Reduce -59.8%1,324,601$58.39M$44.08No quote
55NOKNokia Corp. ADR0.67%Add +8.6%7,997,646$56.14M$7.02No quote
56NOVNational Oilwell Varco0.67%Add +0.6%1,676,053$56.13M$33.49No quote
57DGXQuest Diagnostics Inc.0.59%Reduce -0.4%693,253$49.32M$71.14No quote
58PGRProgressive Corp.0.54%Add +26.0%1,405,610$44.7M$31.80No quote
59MEGZZZZMedia General Inc.0.52%Reduce -0.3%2,704,268$43.67MNo quoteNo quote
60FICOFair Isaac Corp.0.51%Reduce -9.5%448,858$42.27M$94.18No quote
61TROWT. Rowe Price Group, Inc.0.50%Add +0.8%578,356$41.35M$71.49No quote
62TWTowers Watson0.49%Add +2.1%316,232$40.62M$128.46No quote
63BCOBrink's Co.0.45%Add +1.1%1,309,293$37.79M$28.86No quote
64TISITeam, Inc.0.45%Add +4.8%1,179,073$37.68MNo quoteNo quote
65COHCoach, Inc.0.45%Add +2.1%1,148,491$37.59MNo quoteNo quote
66ORBCORBCOMM, Inc.0.42%Reduce -16.6%4,833,159$34.99MNo quoteNo quote
67BXBlackstone Group L.P.0.41%Add +1.0%1,156,592$33.82M$29.24No quote
68TUMITumi Holdings Inc.0.40%Add +8.7%1,990,663$33.11MNo quoteNo quote
69BIDSotheby's0.38%Reduce -44.6%1,240,509$31.96MNo quoteNo quote
70CHLChina Mobile Ltd. ADR0.38%Add +22.7%558,585$31.47MNo quoteNo quote
71USBU.S. Bancorp0.38%-734,637$31.35M$42.67No quote
72VOOVanguard S&P 500 ETF0.37%Reduce -23.1%165,187$30.88M$186.93No quote
73CLBCore Laboratories N.V.0.37%Add +6.9%282,149$30.68M$108.74No quote
74MCFContango Oil & Gas Co.0.36%Reduce -1.4%4,743,352$30.41MNo quoteNo quote
75GCIGannett Co. Inc.0.36%Add +0.4%1,856,838$30.25MNo quoteNo quote
76TIFTiffany & Co.0.36%Add +1.1%389,006$29.68MNo quoteNo quote
77COWNCowen Group, Inc.0.34%Add +6.3%7,361,233$28.19MNo quoteNo quote
78RSTRosetta Stone Inc.0.33%Reduce -1.9%4,137,810$27.68MNo quoteNo quote
79CNTYCentury Casinos, Inc.0.31%Reduce -3.9%3,316,958$25.81MNo quoteNo quote
80IEXIDEX Corp.0.30%Add +0.8%326,952$25.05M$76.61No quote
81RKUSRuckus Wireless, Inc.0.28%Add +0.0%2,183,372$23.38MNo quoteNo quote
82RNWKRealNetworks, Inc.0.27%Reduce -0.9%5,366,745$22.81MNo quoteNo quote
83VEAVanguard MSCI EAFE ETF0.27%Add +54.0%603,652$22.17M$36.72No quote
84PVTBPrivateBancorp, Inc.0.24%Add +1.3%485,684$19.92MNo quoteNo quote
85SLBSchlumberger Ltd.0.23%Add +3.3%277,953$19.39M$69.75No quote
86BSACBanco Santander-Chile ADR0.23%Reduce -0.0%1,083,634$19.12MNo quoteNo quote
87XOXOXO Group Inc.0.22%Reduce -9.4%1,164,220$18.7MNo quoteNo quote
88SEACSeaChange Intl, Inc.0.22%Reduce -1.5%2,761,904$18.62MNo quoteNo quote
89TILEInterface, Inc.0.22%Reduce -0.4%965,447$18.48M$19.14No quote
90BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.22%Add +26.5%139,394$18.41MNo quoteNo quote
91MATWMatthews Intl Corp.0.19%Add +1.4%300,251$16.05M$53.45No quote
92LFCRLandec Corp.0.19%Reduce -7.3%1,316,527$15.58MNo quoteNo quote
93ACTGAcacia Research Corp.0.18%Add +11.8%3,584,986$15.38MNo quoteNo quote
94ALOTAstro-Med, Inc.0.18%Reduce -7.2%1,060,361$15.32MNo quoteNo quote
95QLGCQLogic Corp.0.18%Reduce -30.7%1,228,640$14.99MNo quoteNo quote
96EDGWEdgewater Technology Inc.0.18%Add +1.9%1,827,347$14.64MNo quoteNo quote
97WMTWal-Mart Stores, Inc.0.17%Reduce -0.0%234,168$14.35M$61.30No quote
98CVUCPI Aerostructures, Inc.0.16%Reduce -8.2%1,412,625$13.75MNo quoteNo quote
99MNManning & Napier, Inc.0.16%Reduce -0.2%1,616,120$13.72MNo quoteNo quote
100HMNHorace Mann Educators Corp.0.16%Add +1.3%408,859$13.57MNo quoteNo quote
101PCTIPCTEL, Inc.0.16%Reduce -5.9%2,915,815$13.27MNo quoteNo quote
102AXPAmerican Express Co.0.15%Add +71.2%185,409$12.9M$69.55No quote
103PCOPendrell Corp.0.15%Reduce -5.8%25,453,220$12.76MNo quoteNo quote
104PRCPPerceptron, Inc.0.15%Add +7.7%1,611,673$12.56MNo quoteNo quote
105RTKHQRentech, Inc.0.14%Add +3.9%3,308,289$11.65MNo quoteNo quote
106SPARSpartan Motors Inc.0.14%Reduce -4.9%3,725,797$11.59MNo quoteNo quote
107GHCGraham Holdings Co.0.14%Reduce -0.3%23,756$11.52M$484.97No quote
108TNAVTelenav Inc.0.13%Reduce -4.3%1,975,906$11.24MNo quoteNo quote
109ITUBItau Unibanco Holding SA ADR0.13%Add +34.5%1,722,429$11.21M$6.51No quote
110FRMFurmanite Corp.0.13%Reduce -48.2%1,579,929$10.52MNo quoteNo quote
111IMNImation Corp.0.12%Add +15.5%7,232,839$9.91MNo quoteNo quote
112LLLumber Liquidators Holdings, Inc.0.12%Reduce -0.3%556,035$9.65MNo quoteNo quote
113ANSSAnsys, Inc.0.12%Add +0.5%103,788$9.6MNo quoteNo quote
114RYAAYRyanair Holdings plc ADR0.11%Reduce -4.3%109,344$9.45M$86.46No quote
115OESXOrion Energy Systems, Inc.0.11%Reduce -1.2%4,302,052$9.34MNo quoteNo quote
116JPMJPMorgan Chase & Co.0.10%Reduce -3.5%131,837$8.71M$66.03No quote
117MINDMitcham Industries, Inc.0.10%Reduce -3.1%2,889,193$8.7MNo quoteNo quote
118BTNBallantyne Strong, Inc.0.10%Reduce -7.8%1,884,258$8.69MNo quoteNo quote
119LMTLockheed Martin Corp.0.10%Reduce -9.8%39,877$8.66M$217.14No quote
120AXTIAXT Inc.0.10%Reduce -7.0%3,470,140$8.61M$2.48No quote
121KINKindred Biosciences, Inc.0.10%Add +42.7%2,498,179$8.49MNo quoteNo quote
122ELRCElectro Rent Corp.0.10%Add +50.8%921,414$8.48MNo quoteNo quote
123COLRockwell Collins, Inc.0.10%Add +0.3%87,033$8.03MNo quoteNo quote
124ORCLOracle Corp.0.10%Reduce -3.8%217,260$7.94M$36.53No quote
125RDSARoyal Dutch Shell plc ADR0.09%Reduce -6.4%170,310$7.8MNo quoteNo quote
126TINYHarris & Harris Group, Inc.0.09%Add +15.5%3,508,644$7.72MNo quoteNo quote
127PXPraxair, Inc.0.09%-75,252$7.71MNo quoteNo quote
128BTIBritish American Tobacco plc ADR0.09%Add +46.1%68,232$7.54M$110.45No quote
129CPIXCumberland Pharmaceuticals, Inc.0.09%Reduce -4.5%1,416,660$7.45MNo quoteNo quote
130IBMInternational Business Machines Corp.0.09%Reduce -3.8%53,900$7.42M$137.63No quote
131STLYStanley Furniture Co.0.09%Reduce -8.0%2,652,341$7.4MNo quoteNo quote
132DVDDover Motorsports, Inc.0.09%Reduce -4.8%3,137,997$7.31MNo quoteNo quote
133BSMXSantander Mexico Financial Group ADR0.09%Reduce -2.0%833,761$7.23MNo quoteNo quote
134MRKTMarkit Ltd0.08%Add +24.6%226,024$6.82MNo quoteNo quote
135HDNGHardinge Inc.0.08%Reduce -8.5%696,780$6.49MNo quoteNo quote
136XOMExxon Mobil Corp.0.08%Reduce -3.0%80,635$6.29M$77.94No quote
137CRWSCrown Crafts, Inc.0.07%Reduce -21.9%731,826$6.21MNo quoteNo quote
138RELLRichardson Electronics, Ltd.0.07%Reduce -7.0%1,072,760$6.08M$5.67No quote
139GSGoldman Sachs Group, Inc.0.07%Reduce -0.3%32,495$5.86M$180.24No quote
140DVDeVry Education Group Inc.0.07%Reduce -0.3%226,826$5.74M$25.31No quote
141OXYOccidental Petroleum Corp.0.07%-84,869$5.74M$67.61No quote
142MOSMosaic Co.0.07%Add +21.8%201,130$5.55M$27.59No quote
143EMCEMC Corp.0.07%-213,564$5.48MNo quoteNo quote
144RBCNRubicon Technology, Inc.0.07%Reduce -7.2%4,767,365$5.44MNo quoteNo quote
145VSRVersar Inc.0.06%Reduce -2.2%1,646,082$5.09MNo quoteNo quote
146TKCTurkcell Iletisim Hizmetleri AS ADR0.06%Reduce -0.1%597,725$5.08MNo quoteNo quote
147MSMorgan Stanley0.06%Add +1.2%157,500$5.01M$31.81No quote
148QUMUQumu Corp.0.06%Add +3.5%1,779,492$4.82MNo quoteNo quote
149BBBYQBed Bath & Beyond Inc.0.05%Reduce -3.3%93,030$4.49MNo quoteNo quote
150EACErickson Inc.0.05%Reduce -6.7%2,174,086$4.46MNo quoteNo quote
151BKBank of New York Mellon Corp.0.05%Reduce -5.0%107,315$4.42M$41.22No quote
152BAPCredicorp Ltd.0.05%Reduce -17.3%43,518$4.24M$97.32No quote
153HNGRHanger, Inc.0.05%Reduce -3.5%239,690$3.94MNo quoteNo quote
154VTVanguard Total World Stock Index Fd (ETF)0.05%Reduce -10.1%66,437$3.83M$57.62No quote
155MKCMcCormick & Co., Inc.0.04%Reduce -2.7%41,151$3.52M$85.56No quote
156AETIAmerican Electric Technologies, Inc.0.04%Add +1.8%1,599,491$3.36MNo quoteNo quote
157GOLDBarrick Gold Corp.0.04%Reduce -3.4%449,223$3.32MNo quoteNo quote
158ACNAccenture plc0.04%-30,512$3.19M$104.52No quote
159CMECME Group Inc.0.04%Add +1.5%33,926$3.07M$90.61No quote
160PNCThe PNC Financial Service Group, Inc.0.04%Reduce -50.0%31,719$3.02M$95.31No quote
161EOGEOG Resources Inc.0.04%-42,132$2.98M$70.80No quote
162APAApache Corp.0.04%Reduce -4.8%66,975$2.98M$44.46No quote
163IWNIShares Russell 2000 Value0.03%New31,406$2.89M$91.93No quote
164VICLVical Inc.0.03%Reduce -6.5%6,952,175$2.85MNo quoteNo quote
165WECWisconsin Energy Corp.0.03%-55,138$2.83M$51.31No quote
166AZTABrooks Automation, Inc.0.03%Add +0.7%264,700$2.83MNo quoteNo quote
16746434ViShares MSCI United Kingdom Index ETF0.03%Add +255.1%171,715$2.77MNo quoteNo quote
168BAXBaxter International Inc.0.03%Reduce -4.1%63,595$2.43M$38.15No quote
169GIFIGulf Island Fabrication, Inc.0.03%-231,000$2.42MNo quoteNo quote
170SUPSuperior Industries Intl, Inc.0.03%Add +0.5%129,300$2.38MNo quoteNo quote
171GAIAGaiam, Inc.0.03%Add +61.7%369,400$2.31MNo quoteNo quote
172COSTCostco Wholesale Corp.0.03%-14,063$2.27M$161.49No quote
173HSBCHSBC Holdings plc ADR0.03%Add +32.3%57,148$2.26M$39.48No quote
174PIRPier 1 Imports, Inc.0.02%Reduce -3.6%402,285$2.05MNo quoteNo quote
175EWLiShares MSCI Switzerland Capped ETF0.02%New56,789$1.76MNo quoteNo quote
176FASTFastenal Co.0.02%Reduce -15.1%37,682$1.54M$40.82No quote
177ESIOElectro Scientific Industries, Inc.0.02%Add +1.1%259,100$1.35MNo quoteNo quote
178IWCiShares Russell Microcap Index (ETF)0.02%New18,192$1.31MNo quoteNo quote
179GWWW.W. Grainger, Inc.0.02%Reduce -19.0%6,409$1.3M$202.53No quote
180CSWCCapital Southwest Corp.0.01%-89,000$1.24MNo quoteNo quote
181SKULSkullcandy, Inc.0.01%New254,089$1.2MNo quoteNo quote
182CSWICSW Industrials, Inc.0.01%New30,800$1.16MNo quoteNo quote
183VWOVanguard FTSE Emerging Markets ETF0.01%Add +1.7%34,506$1.13M$32.72No quote
184CHKChesapeake Energy Corp.0.01%Reduce -15.1%227,230$1.02MNo quoteNo quote
185CFRCullen/Frost Bankers, Inc.0.01%New16,597$996K$60.01No quote
186NVSNovartis AG ADR0.01%New11,267$969K$86.00No quote
187APOLApollo Education Group, Inc.0.01%Reduce -4.4%125,860$965KNo quoteNo quote
188MBFIMB Financial, Inc.0.01%Reduce -21.1%28,700$929KNo quoteNo quote
189LFLeapfrog Enterprises, Inc.0.01%Add +1.5%923,142$655KNo quoteNo quote
190BWENBroadwind Energy, Inc.0.01%Add +2.0%272,233$566KNo quoteNo quote
191CAJPYCanon Inc. ADR0.01%New17,279$521KNo quoteNo quote
192DFSDiscover Financial Services0.01%New8,868$476KNo quoteNo quote
193TMToyota Motor Corp. ADR0.00%New2,914$359KNo quoteNo quote
194IWSIShares Russell Midcap Value0.00%New4,954$340K$68.63No quote
195VIVTelefonica Brasil SA ADR0.00%Reduce -0.2%28,101$254KNo quoteNo quote
196BTBT Group plc ADR0.00%New6,308$218KNo quoteNo quote
201VGKVanguard MSCI Europe ETF-Sold0$0No quoteNo quote
200MIDDMiddleby Corp.-Sold0$0No quoteNo quote
199MSGMadison Square Garden Co.-Sold0$0No quoteNo quote
198HCCHCC Insurance Holdings, Inc.-Sold0$0No quoteNo quote
197AVHIAV Homes, Inc.-Sold0$0No quoteNo quote