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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 99 of 201 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd.3.26%Reduce -7.1%6,020,949$276.9M$45.99No quote
2KMTKennametal Inc.2.67%Reduce -20.7%5,778,984$226.71M$39.23No quote
3FAFFirst American Financial Corp.2.54%Reduce -0.2%5,503,113$216.16M$39.28No quote
4LHLaboratory Corp. of America Holdings2.36%Reduce -5.0%1,396,357$200.34M$143.47No quote
5BIDUBaidu, Inc. ADR2.25%Add +6.2%1,111,024$191.67M$172.52No quote
6CRLCharles River Laboratories Intl, Inc.2.18%Add +30.7%2,060,420$185.34M$89.95No quote
7IPGInterpublic Group of Cos., Inc.2.17%Reduce -1.6%7,517,443$184.7MNo quoteNo quote
8NTRSNorthern Trust Corp.2.12%Reduce -3.3%2,080,359$180.12M$86.58No quote
9NOKNokia Corp. ADR2.06%Add +21.1%32,372,988$175.46M$5.42No quote
10ZBRAZebra Technologies Corp.2.05%Reduce -10.9%1,907,004$174.01M$91.25No quote
11MSFTMicrosoft Corp.1.97%Reduce 0.0%2,548,452$167.84M$65.86No quote
12KKRKKR & Co. L.P.1.87%Reduce -15.7%8,733,093$159.2M$18.23No quote
13VIABViacom, Inc.1.86%Reduce -8.3%3,387,566$157.93MNo quoteNo quote
14JLLJLL1.85%Reduce -9.3%1,410,396$157.19M$111.45No quote
15BRSBristow Group Inc.1.82%Add +3.8%10,160,521$154.54MNo quoteNo quote
16MSGNMSG Networks, Inc.1.72%Reduce -4.5%6,251,368$145.97MNo quoteNo quote
17TGNATEGNA, Inc.1.66%Reduce -13.4%5,501,965$140.96MNo quoteNo quote
18SJMJ.M. Smucker Co.1.61%Reduce -3.7%1,043,291$136.76M$131.08No quote
19KEYSKeysight Technologies, Inc.1.58%Add +12.1%3,722,785$134.54M$36.14No quote
20BIOBio-Rad Laboratories, Inc.1.58%Reduce -24.0%674,360$134.43M$199.34No quote
21ZBHZimmer Biomet Holdings, Inc.1.55%Reduce -4.7%1,076,908$131.5M$122.11No quote
22MATMattel, Inc.1.53%Add +13.7%5,073,346$129.93M$25.61No quote
23GILDGilead Sciences, Inc.1.44%Add +13.6%1,800,201$122.27M$67.92No quote
24CBRECBRE Group, Inc.1.42%Reduce -9.4%3,463,449$120.49M$34.79No quote
25AFLAFLAC Inc.1.37%Reduce -0.9%1,609,342$116.55M$72.42No quote
26AXEAnixter Intl Inc.1.36%Reduce -25.5%1,454,144$115.31MNo quoteNo quote
27JNJJohnson & Johnson1.31%Add +2.5%892,116$111.11M$124.55No quote
28ISCAInternational Speedway Corp.1.30%Reduce -13.9%2,998,778$110.81MNo quoteNo quote
29SNASnap-On Inc.1.27%Reduce -6.2%641,624$108.22M$168.67No quote
30SWKStanley Black & Decker, Inc.1.27%Reduce -15.7%814,351$108.2M$132.87No quote
31PMPhilip Morris Intl, Inc.1.26%Add +8.4%950,373$107.3M$112.90No quote
32WUWestern Union Co.1.23%Reduce -13.6%5,147,459$104.75M$20.35No quote
33BRCBrady Corp.1.19%Reduce -7.2%2,626,836$101.53M$38.65No quote
34MTSCMTS Systems Corp.1.16%Add +0.3%1,796,566$98.9MNo quoteNo quote
35MDPMeredith Corp.1.16%Reduce -13.2%1,521,258$98.27MNo quoteNo quote
36RCLRoyal Caribbean Cruises Ltd.1.13%Reduce -6.5%983,843$96.53M$98.11No quote
37OMCOmnicom Group Inc.1.12%Reduce -1.0%1,106,597$95.4M$86.21No quote
38JNSJanus Capital Group Inc.1.09%Add +6.4%7,001,000$92.41MNo quoteNo quote
39ITWIllinois Tool Works Inc.1.05%Reduce -10.7%673,358$89.2M$132.47No quote
40DNBDun & Bradstreet Corp.1.03%Add +4.1%809,814$87.41MNo quoteNo quote
41MSGSThe Madison Square Garden Co.1.02%Reduce -5.1%433,379$86.55M$199.71No quote
42BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.95%Add +3.9%485,956$81MNo quoteNo quote
43SSDSimpson Manufacturing Co., Inc.0.89%Reduce -7.8%1,754,423$75.6M$43.09No quote
44DVDeVry Education Group Inc.0.87%Reduce -4.9%2,080,610$73.76M$35.45No quote
45BWABorgWarner Inc.0.86%Reduce -0.2%1,748,978$73.09M$41.79No quote
46TMOThermo Fisher Scientific Inc.0.84%Reduce -4.2%463,398$71.18M$153.60No quote
47LFUSLittelfuse, Inc.0.83%Reduce -3.5%439,000$70.2M$159.91No quote
48GSKGlaxoSmithKline plc ADR0.82%-1,646,146$69.4M$42.16No quote
49WTWWillis Towers Watson0.77%Add +22.6%501,860$65.69M$130.89No quote
50AXPAmerican Express Co.0.77%-830,330$65.69M$79.11No quote
51NOVNational Oilwell Varco0.74%Reduce -9.4%1,577,892$63.26M$40.09No quote
52SLCAU.S. Silica Holdings, Inc.0.74%Add +9.2%1,304,675$62.61MNo quoteNo quote
53CAHCardinal Health, Inc.0.72%Add +1944.5%746,789$60.9M$81.55No quote
54PGRProgressive Corp.0.70%Reduce -10.3%1,520,958$59.59M$39.18No quote
55MHKMohawk Industries, Inc.0.69%Reduce -7.1%254,923$58.5M$229.49No quote
56JWNNordstrom, Inc.0.67%Add +41.7%1,215,593$56.61MNo quoteNo quote
57CBSCBS Corp.0.65%Reduce -33.3%800,749$55.54MNo quoteNo quote
58CHLChina Mobile Ltd. ADR0.64%Add +7.5%980,913$54.18MNo quoteNo quote
59HLIHoulihan Lokey, Inc.0.63%Add +49.9%1,566,735$53.97M$34.45No quote
60NLSNNielsen Holdings Plc0.60%New1,238,592$51.17MNo quoteNo quote
61TISITeam, Inc.0.59%Add +6.4%1,860,103$50.32MNo quoteNo quote
62FICOFair Isaac Corp.0.54%Reduce -6.8%358,293$46.2M$128.95No quote
63RSTRosetta Stone Inc.0.50%Reduce -12.7%4,371,194$42.62MNo quoteNo quote
64VEAVanguard FTSE Developed ETF0.49%Add +59.6%1,049,865$41.26M$39.30No quote
65BENFranklin Resources, Inc.0.48%Reduce -37.0%958,925$40.41M$42.14No quote
66BCOBrink's Co.0.47%Reduce -20.1%741,525$39.64M$53.45No quote
67BXBlackstone Group L.P.0.45%Reduce -9.3%1,289,376$38.29M$29.70No quote
68CLBCore Laboratories N.V.0.42%Add +13.8%312,146$36.06M$115.52No quote
69COWNCowen Group, Inc.0.42%Reduce -14.5%2,371,942$35.46MNo quoteNo quote
70VZVerizon Communications Inc.0.40%Reduce -12.9%704,179$34.33M$48.75No quote
71ORBCORBCOMM, Inc.0.40%Reduce -4.3%3,547,741$33.88MNo quoteNo quote
72TIFTiffany & Co.0.38%Reduce -51.4%342,147$32.61MNo quoteNo quote
73RNWKRealNetworks, Inc.0.37%Reduce -5.7%6,531,379$31.61MNo quoteNo quote
74SOSouthern Co.0.36%Add +7.7%609,568$30.34M$49.78No quote
75COSTCostco Wholesale Corp.0.34%Add +4.6%174,481$29.26M$167.69No quote
76SRESempra Energy0.30%-231,354$25.57MNo quoteNo quote
77MCFContango Oil & Gas Co.0.30%Reduce -6.6%3,481,046$25.48MNo quoteNo quote
78CNTYCentury Casinos, Inc.0.30%Reduce -4.0%3,339,587$25.25MNo quoteNo quote
79BSACBanco Santander-Chile ADR0.29%-986,025$24.73MNo quoteNo quote
80BIDSotheby's0.29%Reduce -7.3%541,844$24.64MNo quoteNo quote
81OXYOccidental Petroleum Corp.0.29%Add +525.3%385,286$24.41M$63.36No quote
82SLBSchlumberger Ltd.0.27%-298,888$23.34M$78.10No quote
83FLRFluor Corp.0.27%-436,266$22.96M$52.62No quote
84TILEInterface, Inc.0.27%Add +59.0%1,202,898$22.92M$19.05No quote
85DGXQuest Diagnostics Inc.0.25%Reduce -40.7%220,617$21.66M$98.19No quote
86TNAVTelenav Inc.0.25%Reduce -39.1%2,443,117$21.13MNo quoteNo quote
87KINKindred Biosciences, Inc.0.25%Reduce -24.5%2,976,322$20.98MNo quoteNo quote
88EOGEOG Resources Inc.0.24%Add +26.1%209,395$20.43M$97.55No quote
89TROWT. Rowe Price Group, Inc.0.23%Add +0.0%289,220$19.71M$68.15No quote
90ACTGAcacia Research Corp.0.23%-3,413,174$19.63MNo quoteNo quote
91PCTIPCTEL, Inc.0.23%Reduce -14.9%2,703,541$19.25MNo quoteNo quote
92BOKFBOK Financial Corp.0.22%Reduce -1.5%239,292$18.73M$78.27No quote
93IEXIDEX Corp.0.22%Reduce -7.9%196,152$18.34M$93.51No quote
94PCOZZZZPendrell Corp.0.21%Reduce -14.2%2,788,835$18.13MNo quoteNo quote
95XOXOXO Group Inc.0.21%Reduce -9.6%1,030,831$17.74MNo quoteNo quote
96USBU.S. Bancorp0.21%-339,811$17.5M$51.50No quote
97CSWCCapital Southwest Corp.0.19%Add +1.4%952,713$16.11MNo quoteNo quote
98AFHAtlas Financial Holdings, Inc.0.18%Add +14.3%1,120,753$15.3MNo quoteNo quote
99GHCGraham Holdings Co.0.16%Reduce -4.4%23,207$13.91M$599.56No quote
100MATWMatthews Intl Corp.0.16%Reduce -6.6%204,000$13.8M$67.65No quote
101MINDMitcham Industries, Inc.0.16%Reduce -4.8%2,794,526$13.69MNo quoteNo quote
102HMNHorace Mann Educators Corp.0.16%Reduce -6.1%325,720$13.37MNo quoteNo quote
103TSTenaris ADR0.14%Add +26.9%342,574$11.7MNo quoteNo quote
104SEACSeaChange Intl, Inc.0.13%Add +11.7%4,616,607$11.45MNo quoteNo quote
105ACWXISHARES MSCI ACWI EX US ETF0.13%Reduce -5.8%260,590$11.37M$43.62No quote
106PRCPPerceptron, Inc.0.13%Reduce -25.0%1,306,697$10.9MNo quoteNo quote
107EDGWEdgewater Technology Inc.0.13%Reduce -18.1%1,444,025$10.76MNo quoteNo quote
108GSITGSI Technology Inc.0.13%Reduce -16.2%1,228,843$10.69MNo quoteNo quote
109ALOTAstroNova, Inc.0.12%Reduce -27.2%641,849$9.79MNo quoteNo quote
110CPIXCumberland Pharmaceuticals, Inc.0.11%Reduce -23.6%1,393,125$9.67MNo quoteNo quote
111OESXOrion Energy Systems, Inc.0.11%Reduce -7.8%4,761,584$9.43MNo quoteNo quote
112BTNBallantyne Strong, Inc.0.11%Reduce -2.3%1,567,437$9.41MNo quoteNo quote
113LLLumber Liquidators Holdings, Inc.0.11%Reduce -5.3%442,491$9.29MNo quoteNo quote
114IBMInternational Business Machines Corp.0.11%Add +0.7%53,047$9.24M$174.15No quote
115ORCLOracle Corp.0.11%Reduce -0.1%204,135$9.11M$44.61No quote
116CVSCVS Health Corp.0.11%Add +245.3%115,681$9.08M$78.50No quote
117LMTLockheed Martin Corp.0.11%Add +2.1%33,419$8.94M$267.60No quote
118SPARSpartan Motors Inc.0.10%Reduce -28.4%1,112,075$8.9MNo quoteNo quote
119ANSSAnsys, Inc.0.10%-82,060$8.77MNo quoteNo quote
120CMECME Group Inc.0.10%-71,231$8.46M$118.80No quote
121TTGTTechTarget, Inc.0.10%Add +6.1%915,788$8.27MNo quoteNo quote
122GOLDBarrick Gold Corp.0.10%Add +8.7%430,524$8.18MNo quoteNo quote
123LFCRLandec Corp.0.09%Reduce -15.5%671,578$8.06MNo quoteNo quote
124SFESafeguard Scientifics Inc.0.09%New634,282$8.06MNo quoteNo quote
125COHCoach, Inc.0.09%-189,364$7.83MNo quoteNo quote
126CVUCPI Aerostructures, Inc.0.09%Reduce -20.9%1,128,967$7.62MNo quoteNo quote
127MNManning & Napier, Inc.0.09%Reduce -2.3%1,281,586$7.31MNo quoteNo quote
128JPMJPMorgan Chase & Co.0.09%Add +1.3%82,905$7.28M$87.84No quote
129AZTABrooks Automation, Inc.0.09%Reduce -51.0%323,510$7.25MNo quoteNo quote
130XOMExxon Mobil Corp.0.08%Add +27.4%85,009$6.97M$82.01No quote
131TURN180 Degree Capital Corp0.08%New4,654,119$6.75MNo quoteNo quote
132MOSMosaic Co.0.08%Add +1.2%225,512$6.58M$29.18No quote
133GIFIGulf Island Fabrication, Inc.0.07%Reduce -17.7%546,471$6.31MNo quoteNo quote
134ASPNAspen Aerogels Inc.0.07%Reduce -10.4%1,483,872$6.16M$4.15No quote
135GLUUGlu Mobile Inc.0.07%Reduce -3.8%2,649,500$6.01MNo quoteNo quote
136HNGRHanger, Inc.0.07%Add +12.1%438,100$5.84MNo quoteNo quote
137VTVanguard Total World Stock Index Fd (ETF)0.07%Reduce -30.6%89,465$5.84M$65.22No quote
138CRAICRA International, Inc.0.07%Reduce -5.4%162,898$5.76M$35.33No quote
139GSGoldman Sachs Group, Inc.0.07%Reduce -13.1%24,805$5.7M$229.71No quote
140BKBank of New York Mellon Corp.0.06%Reduce -0.1%112,864$5.33M$47.23No quote
141BSMXSantander Mexico Financial Group ADR0.06%-585,081$5.28MNo quoteNo quote
142GAIAGaia, Inc.0.06%Reduce -53.4%522,433$5.2MNo quoteNo quote
143WMARWest Marine, Inc.0.06%Reduce -2.0%541,296$5.16MNo quoteNo quote
144MOVMovado Group Inc.0.06%Add +15.9%200,200$5MNo quoteNo quote
145GRBKGreen Brick Partners Inc.0.06%Add +26.8%500,200$4.98M$9.95No quote
146AXTIAXT Inc.0.06%Reduce -38.1%832,727$4.83M$5.80No quote
147VOOVanguard S&P 500 ETF0.05%-21,290$4.61M$216.35No quote
148TSCOTractor Supply0.05%Add +294.1%66,210$4.57M$68.98No quote
149MBFIMB Financial, Inc.0.05%Reduce -6.6%104,996$4.5MNo quoteNo quote
150APAApache Corp.0.05%Add +13.5%87,418$4.49M$51.39No quote
151STRTStrattec Security Corp.0.05%Add +0.2%152,097$4.23MNo quoteNo quote
152HDNGHardinge Inc.0.05%Reduce -24.5%367,390$4.13MNo quoteNo quote
153EMKREmcore Corporation0.05%Reduce -27.1%443,242$3.99MNo quoteNo quote
154FDSFactset Research Systems, Inc.0.05%-23,417$3.86M$164.92No quote
155RYAAYRyanair Holdings plc ADR0.05%Reduce -40.8%46,417$3.85M$82.99No quote
156FFFutureFuel Corp.0.05%Reduce -3.5%271,300$3.85MNo quoteNo quote
157BBBYQBed Bath & Beyond Inc.0.05%Reduce -0.1%97,171$3.83MNo quoteNo quote
158MANHManhattan Associates Inc0.04%New73,496$3.83M$52.04No quote
159ACNAccenture plc0.04%Add +218.2%30,467$3.65M$119.87No quote
160GLAEGlassBridge Enterprises Inc.0.04%New755,589$3.64MNo quoteNo quote
161NVSNovartis AG ADR0.04%Add +216.4%48,737$3.62M$74.28No quote
162ESIOElectro Scientific Industries, Inc.0.04%Reduce -3.1%515,247$3.59MNo quoteNo quote
163RELLRichardson Electronics, Ltd.0.04%Reduce -37.6%544,864$3.28M$6.02No quote
164TRIPTripAdvisor Inc0.04%New70,930$3.06M$43.16No quote
165VSRVersar Inc.0.03%Reduce -2.1%1,727,471$2.89MNo quoteNo quote
166DVDDover Motorsports, Inc.0.03%Reduce -25.1%1,309,092$2.88MNo quoteNo quote
168CAKECheesecake Factory Inc.0.03%-45,115$2.86M$63.35No quote
167AETIAmerican Electric Technologies, Inc.0.03%Reduce -0.1%1,329,246$2.86MNo quoteNo quote
169DGIIDigi International Inc.0.03%Reduce -30.2%203,292$2.42M$11.90No quote
170NTTYYNippon Telegraph & Telephone ADR0.03%Add +35.4%55,882$2.39MNo quoteNo quote
171RBCNRubicon Technology, Inc.0.02%Reduce -24.1%2,467,591$2.06MNo quoteNo quote
172VARVarian Medical Systems Inc.0.02%Add +4.1%20,918$1.91MNo quoteNo quote
173DFSDiscover Financial Services0.02%-20,963$1.43MNo quoteNo quote
174CHDChurch & Dwight Co., Inc.0.02%Add +4.1%27,666$1.38M$49.88No quote
175PPGPPG Industries0.01%-12,113$1.27M$105.09No quote
176EXPDExpeditors Intl of Washington0.01%New22,212$1.26M$56.50No quote
177ICEIntercontinentalExchange, Inc.0.01%New20,652$1.24M$59.85No quote
178UNPUnion Pacific0.01%New11,432$1.21M$105.93No quote
179DCMNTT Docomo Inc. ADR0.01%Add +117.5%50,297$1.17MNo quoteNo quote
180SNYSanofi-Aventis0.01%New17,794$805K$45.24No quote
181VICLVical Inc.0.01%Reduce -26.5%343,613$770KNo quoteNo quote
182TMToyota Motor Corp. ADR0.01%-5,708$620KNo quoteNo quote
183EWLiShares MSCI Switzerland Capped ETF0.01%Reduce -64.0%18,854$603KNo quoteNo quote
184CAJPYCanon Inc. ADR0.01%-17,529$548KNo quoteNo quote
185CEBZZZZCEB Inc.0.01%Reduce -98.9%5,916$465KNo quoteNo quote
186ITUBItau Unibanco Holding SA ADR0.00%-29,023$350K$12.06No quote
187EWUiShares MSCI United Kingdom Index ETF0.00%Reduce -40.5%9,974$325KNo quoteNo quote
188LPLLG Display Co Ltd - ADR0.00%New17,402$237KNo quoteNo quote
201SUPSuperior Industries Intl, Inc.-Sold0$0No quoteNo quote
200RTKHQRentech, Inc.-Sold0$0No quoteNo quote
199QUMUQumu Corp.-Sold0$0No quoteNo quote
198MSMorgan Stanley-Sold0$0No quoteNo quote
197IWCiShares Russell Microcap Index ETF-Sold0$0No quoteNo quote
196IWNIShares Russell 2000 Value-Sold0$0No quoteNo quote
195IWMiShares Russell 2000 Index ETF-Sold0$0No quoteNo quote
194IMNImation Corp.-Sold0$0No quoteNo quote
193TINYHarris & Harris Group, Inc.-Sold0$0No quoteNo quote
192HARHarman Intl Industries, Inc.-Sold0$0No quoteNo quote
191CRWSCrown Crafts, Inc.-Sold0$0No quoteNo quote
190BTIBritish American Tobacco plc ADR-Sold0$0No quoteNo quote
189ARCBArcBest Corp.-Sold0$0No quoteNo quote