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 80 of 165 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 3.61% | Add +2.5% | 2,852,714 | $326.27M | $114.37 | No quote |
| 2 | BIDU | Baidu, Inc. ADR | 3.25% | Add +8.3% | 1,282,642 | $293.32M | $228.68 | No quote |
| 3 | KMT | Kennametal, Inc. | 2.65% | Add +0.7% | 5,499,868 | $239.57M | $43.56 | No quote |
| 4 | FAF | First American Financial Corp. | 2.54% | Reduce -1.6% | 4,446,929 | $229.42M | $51.59 | No quote |
| 5 | LAZ | Lazard Ltd. | 2.42% | Add +2.4% | 4,539,483 | $218.49M | $48.13 | No quote |
| 6 | MSGN | MSG Networks, Inc. | 2.28% | Reduce -12.4% | 7,986,279 | $206.05M | No quote | No quote |
| 7 | PM | Philip Morris Intl, Inc. | 2.15% | Add +8.6% | 2,375,940 | $193.73M | $81.54 | No quote |
| 8 | KEYS | Keysight Technologies, Inc. | 2.07% | Reduce -27.2% | 2,818,898 | $186.84M | $66.28 | No quote |
| 9 | GILD | Gilead Sciences, Inc. | 2.06% | Add +3.2% | 2,404,049 | $185.62M | $77.21 | No quote |
| 10 | ZBRA | Zebra Technologies Corp. | 2.03% | Reduce -2.3% | 1,038,737 | $183.68M | $176.83 | No quote |
| 11 | SJM | J.M. Smucker Co. | 2.00% | Reduce -0.3% | 1,762,452 | $180.85M | $102.61 | No quote |
| 12 | NTRS | Northern Trust Corp. | 1.98% | Reduce -3.4% | 1,749,189 | $178.65M | $102.13 | No quote |
| 13 | MAT | Mattel, Inc. | 1.98% | Add +1.6% | 11,360,760 | $178.36M | $15.70 | No quote |
| 14 | LH | Laboratory Corp. of America Holdings | 1.95% | Reduce -10.7% | 1,012,147 | $175.79M | $173.68 | No quote |
| 15 | SNA | Snap-On, Inc. | 1.87% | Reduce -1.1% | 919,680 | $168.85M | $183.60 | No quote |
| 16 | IPG | Interpublic Group of Cos., Inc. | 1.87% | Reduce -4.3% | 7,377,194 | $168.72M | No quote | No quote |
| 17 | CRL | Charles River Laboratories Intl, Inc. | 1.87% | Reduce -4.8% | 1,253,966 | $168.71M | $134.54 | No quote |
| 18 | KKR | KKR & Co. Inc. | 1.78% | New | 5,899,119 | $160.87M | $27.27 | No quote |
| 19 | SLCA | U.S. Silica Holdings, Inc. | 1.76% | Add +45.4% | 8,432,203 | $158.78M | No quote | No quote |
| 20 | NLSN | Nielsen Holdings plc | 1.67% | Add +11.2% | 5,440,749 | $150.49M | No quote | No quote |
| 21 | JNJ | Johnson & Johnson | 1.57% | Add +2.3% | 1,024,773 | $141.59M | $138.17 | No quote |
| 22 | VIAB | Viacom, Inc. | 1.53% | Add +15.4% | 4,079,675 | $137.73M | No quote | No quote |
| 23 | NOK | Nokia Corp. ADR | 1.49% | Reduce -0.5% | 24,133,162 | $134.66M | $5.58 | No quote |
| 24 | SSD | Simpson Manufacturing Co., Inc. | 1.42% | Reduce -2.7% | 1,774,558 | $128.58M | $72.46 | No quote |
| 25 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.33% | Add +1.5% | 560,217 | $119.95M | No quote | No quote |
| 26 | ZBH | Zimmer Biomet Holdings, Inc. | 1.32% | Reduce -4.1% | 904,186 | $118.87M | $131.47 | No quote |
| 27 | TGNA | TEGNA, Inc. | 1.31% | Add +0.0% | 9,886,434 | $118.24M | No quote | No quote |
| 28 | SRCL | Stericycle Inc. | 1.24% | Add +120.1% | 1,914,750 | $112.36M | No quote | No quote |
| 29 | SLB | Schlumberger Ltd. | 1.17% | Add +46.5% | 1,731,746 | $105.5M | $60.92 | No quote |
| 30 | AFL | AFLAC, Inc. | 1.15% | Reduce -1.6% | 2,203,665 | $103.73M | $47.07 | No quote |
| 31 | JLL | JLL | 1.14% | Reduce -1.9% | 715,900 | $103.32M | $144.32 | No quote |
| 32 | BRS | Bristow Group, Inc. | 1.10% | Reduce -14.2% | 8,186,048 | $99.3M | No quote | No quote |
| 33 | SWK | Stanley Black & Decker, Inc. | 1.07% | Add +9.9% | 657,626 | $96.3M | $146.44 | No quote |
| 34 | MTSC | MTS Systems Corp. | 1.06% | Add +0.3% | 1,746,141 | $95.6M | No quote | No quote |
| 35 | RCL | Royal Caribbean Cruises Ltd. | 1.00% | - | 694,050 | $90.19M | $129.94 | No quote |
| 36 | MSGS | The Madison Square Garden Co. | 0.96% | Reduce -26.0% | 275,259 | $86.8M | $315.32 | No quote |
| 37 | OAK | Oaktree Capital Group LLC | 0.95% | Add +22.5% | 2,079,001 | $86.07M | No quote | No quote |
| 38 | CBRE | CBRE Group, Inc. | 0.92% | Reduce -0.0% | 1,889,877 | $83.34M | $44.10 | No quote |
| 39 | WU | Western Union Co. | 0.87% | Add +0.1% | 4,112,165 | $78.38M | $19.06 | No quote |
| 40 | BRC | Brady Corp. | 0.87% | Reduce -4.0% | 1,791,085 | $78.36M | $43.75 | No quote |
| 41 | AXE | Anixter Intl, Inc. | 0.86% | Reduce -12.9% | 1,105,270 | $77.7M | No quote | No quote |
| 42 | TMO | Thermo Fisher Scientific, Inc. | 0.85% | Reduce -5.7% | 315,897 | $77.1M | $244.08 | No quote |
| 43 | OMC | Omnicom Group, Inc. | 0.84% | Add +10.2% | 1,118,798 | $76.1M | $68.02 | No quote |
| 44 | BIO | Bio-Rad Laboratories, Inc. | 0.81% | Add +0.3% | 232,661 | $72.82M | $312.99 | No quote |
| 45 | BWA | BorgWarner, Inc. | 0.80% | Reduce -0.0% | 1,696,170 | $72.56M | $42.78 | No quote |
| 46 | VZ | Verizon Communications Inc. | 0.80% | Add +5.6% | 1,354,173 | $72.3M | $53.39 | No quote |
| 47 | MDP | Meredith Corp. | 0.79% | Add +9.5% | 1,403,625 | $71.66M | No quote | No quote |
| 48 | CBS | CBS Corp. | 0.79% | Add +8.3% | 1,241,544 | $71.33M | No quote | No quote |
| 49 | GSK | GlaxoSmithKline plc ADR | 0.76% | - | 1,705,128 | $68.5M | $40.17 | No quote |
| 50 | ISCA | International Speedway Corp. | 0.73% | Reduce -15.0% | 1,513,750 | $66.3M | No quote | No quote |
| 51 | PGR | Progressive Corp. | 0.72% | Reduce -0.4% | 916,909 | $65.14M | $71.04 | No quote |
| 52 | AXP | American Express Co. | 0.71% | Reduce -31.3% | 605,168 | $64.44M | $106.49 | No quote |
| 53 | JHG | Janus Henderson Group plc | 0.71% | Add +0.2% | 2,371,639 | $63.94M | $26.96 | No quote |
| 54 | PXD | Pioneer Natural Resources Co | 0.70% | Add +1.9% | 362,754 | $63.19M | No quote | No quote |
| 55 | FLR | Fluor Corp. | 0.70% | Add +2.6% | 1,083,011 | $62.92M | $58.10 | No quote |
| 56 | HLI | Houlihan Lokey, Inc. | 0.69% | Reduce -6.6% | 1,388,621 | $62.39M | $44.93 | No quote |
| 57 | ITW | Illinois Tool Works, Inc. | 0.66% | Reduce -0.3% | 425,214 | $60.01M | $141.12 | No quote |
| 58 | CLB | Core Laboratories N.V. | 0.64% | Add +1.9% | 500,360 | $57.96M | $115.83 | No quote |
| 59 | ATGE | Adtalem Global Education, Inc. | 0.63% | Reduce -29.3% | 1,185,289 | $57.13M | No quote | No quote |
| 60 | EOG | EOG Resources Inc. | 0.61% | Add +1.8% | 434,418 | $55.42M | $127.57 | No quote |
| 61 | BOKF | BOK Financial Corp. | 0.60% | Add +8.8% | 555,898 | $54.08M | $97.28 | No quote |
| 62 | CHL | China Mobile Ltd. ADR | 0.60% | Add +0.0% | 1,100,340 | $53.84M | No quote | No quote |
| 63 | WTW | Willis Towers Watson plc | 0.59% | Reduce -5.0% | 380,844 | $53.68M | $140.94 | No quote |
| 64 | JWN | Nordstrom, Inc. | 0.56% | Reduce -16.7% | 850,962 | $50.9M | No quote | No quote |
| 65 | CAH | Cardinal Health, Inc. | 0.55% | Reduce -0.3% | 927,657 | $50.09M | $54.00 | No quote |
| 66 | NOV | National Oilwell Varco | 0.52% | Reduce -22.9% | 1,088,679 | $46.9M | $43.08 | No quote |
| 67 | LFUS | Littelfuse, Inc. | 0.51% | Add +5.1% | 234,146 | $46.34M | $197.89 | No quote |
| 68 | FICO | Fair Isaac Corp. | 0.50% | Reduce -13.6% | 198,475 | $45.36M | $228.55 | No quote |
| 69 | MHK | Mohawk Industries, Inc. | 0.47% | Add +11.7% | 243,219 | $42.65M | $175.35 | No quote |
| 70 | BX | Blackstone Group L.P. | 0.45% | Add +15.3% | 1,055,375 | $40.19M | $38.08 | No quote |
| 71 | SO | Southern Co. | 0.43% | Add +1.7% | 885,251 | $38.6M | $43.60 | No quote |
| 72 | VEA | Vanguard FTSE Developed ETF | 0.42% | Reduce -14.8% | 882,433 | $38.18M | $43.27 | No quote |
| 73 | TISI | Team, Inc. | 0.41% | Reduce -23.6% | 1,664,477 | $37.45M | No quote | No quote |
| 74 | MEI | Methode Electronics Inc. | 0.41% | Add +15.7% | 1,012,375 | $36.65M | No quote | No quote |
| 75 | AMG | Affiliated Managers Group, Inc. | 0.41% | New | 267,897 | $36.63M | $136.72 | No quote |
| 76 | DOX | Amdocs Ltd. | 0.37% | Add +562.1% | 501,877 | $33.11M | $65.98 | No quote |
| 77 | COST | Costco Wholesale Corp. | 0.36% | Reduce -40.0% | 138,012 | $32.42M | $234.88 | No quote |
| 78 | KIN | Kindred Biosciences, Inc. | 0.34% | Reduce -1.9% | 2,176,012 | $30.36M | No quote | No quote |
| 79 | COWN | Cowen Inc. | 0.33% | Reduce -14.1% | 1,843,566 | $30.05M | No quote | No quote |
| 80 | TS | Tenaris ADR | 0.33% | Add +1.2% | 889,534 | $29.82M | No quote | No quote |
| 81 | CNTY | Century Casinos, Inc. | 0.32% | Add +8.2% | 3,904,555 | $29.13M | No quote | No quote |
| 82 | BSAC | Banco Santander-Chile ADR | 0.32% | Add +4.0% | 897,525 | $28.7M | No quote | No quote |
| 83 | DGX | Quest Diagnostics Inc. | 0.31% | Add +6.8% | 260,261 | $28.09M | $107.91 | No quote |
| 84 | BCO | Brink's Co. | 0.31% | Add +26.9% | 401,432 | $28M | $69.75 | No quote |
| 85 | DNB | Dun & Bradstreet Corp. | 0.30% | Reduce -74.7% | 190,431 | $27.14M | No quote | No quote |
| 86 | TILE | Interface, Inc. | 0.29% | Add +13.6% | 1,121,525 | $26.19M | $23.35 | No quote |
| 87 | OXY | Occidental Petroleum Corp. | 0.25% | Add +3.0% | 278,664 | $22.9M | $82.17 | No quote |
| 88 | ICE | IntercontinentalExchange, Inc. | 0.25% | Add +3.0% | 299,763 | $22.45M | $74.89 | No quote |
| 89 | GRBK | Green Brick Partners Inc. | 0.24% | Add +23.2% | 2,117,354 | $21.39M | $10.10 | No quote |
| 90 | RNWK | RealNetworks, Inc. | 0.23% | Add +3.5% | 7,204,679 | $21.18M | No quote | No quote |
| 91 | USB | U.S. Bancorp | 0.23% | Add +3.0% | 393,774 | $20.8M | $52.81 | No quote |
| 92 | ORBC | ORBCOMM, Inc. | 0.23% | Reduce -22.1% | 1,870,680 | $20.32M | No quote | No quote |
| 93 | TNAV | Telenav Inc. | 0.22% | Add +0.3% | 3,852,180 | $19.45M | No quote | No quote |
| 94 | CSWC | Capital Southwest Corp. | 0.21% | Reduce -1.7% | 1,021,415 | $19.39M | No quote | No quote |
| 95 | SFE | Safeguard Scientifics Inc. | 0.19% | Add +19.0% | 1,874,240 | $17.52M | No quote | No quote |
| 96 | AFH | Atlas Financial Holdings, Inc. | 0.19% | Add +6.5% | 1,734,710 | $17.43M | No quote | No quote |
| 97 | RST | Rosetta Stone Inc. | 0.19% | Reduce -34.0% | 854,882 | $17M | No quote | No quote |
| 98 | STRT | Strattec Security Corp. | 0.16% | Add +7.1% | 398,196 | $14.2M | No quote | No quote |
| 99 | EDGW | Edgewater Technology Inc. | 0.16% | Add +1.2% | 2,822,590 | $14.17M | No quote | No quote |
| 100 | BTN | Ballantyne Strong, Inc. | 0.15% | Add +2.6% | 3,381,466 | $13.53M | No quote | No quote |
| 101 | GSIT | GSI Technology Inc. | 0.14% | Add +7.4% | 1,828,255 | $12.62M | No quote | No quote |
| 102 | QCOM | QUALCOMM Inc. | 0.14% | New | 174,200 | $12.55M | $72.03 | No quote |
| 103 | MIND | Mitcham Industries, Inc. | 0.14% | Add +0.7% | 2,973,954 | $12.34M | No quote | No quote |
| 104 | TRC | Tejon Ranch Co. | 0.14% | Add +6.3% | 567,727 | $12.33M | No quote | No quote |
| 105 | EMKR | Emcore Corporation | 0.13% | Add +5.3% | 2,412,864 | $11.46M | No quote | No quote |
| 106 | BSMX | Banco Santander Mexico SA ADR | 0.13% | Add +2.7% | 1,460,990 | $11.34M | No quote | No quote |
| 107 | ALOT | AstroNova, Inc. | 0.12% | Reduce -3.5% | 519,221 | $11.22M | No quote | No quote |
| 108 | HMN | Horace Mann Educators Corp. | 0.12% | Add +0.4% | 248,883 | $11.18M | No quote | No quote |
| 109 | LAKE | Lakeland Industries, Inc. | 0.12% | Add +75.5% | 833,499 | $11.09M | No quote | No quote |
| 110 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.12% | - | 231,557 | $11.04M | $47.69 | No quote |
| 111 | ORCL | Oracle Corp. | 0.12% | Reduce -0.0% | 211,438 | $10.9M | $51.56 | No quote |
| 112 | BID | Sotheby's | 0.12% | Reduce -40.2% | 218,279 | $10.74M | No quote | No quote |
| 113 | PCTI | PCTEL, Inc. | 0.12% | Reduce -1.8% | 2,279,817 | $10.6M | No quote | No quote |
| 114 | TURN | 180 Degree Capital Corp | 0.12% | Reduce -2.9% | 4,794,034 | $10.41M | No quote | No quote |
| 115 | LMT | Lockheed Martin Corp. | 0.11% | - | 28,769 | $9.95M | $345.96 | No quote |
| 116 | HNGR | Hanger, Inc. | 0.11% | Reduce -9.3% | 476,407 | $9.92M | No quote | No quote |
| 117 | TPR | Tapestry, Inc. | 0.11% | Add +3.0% | 196,192 | $9.86M | $50.27 | No quote |
| 118 | MOS | Mosaic Co. | 0.10% | Reduce -0.0% | 282,355 | $9.17M | $32.48 | No quote |
| 119 | PRCP | Perceptron, Inc. | 0.10% | Add +10.7% | 914,619 | $8.92M | No quote | No quote |
| 120 | FN | Fabrinet | 0.09% | Reduce -0.1% | 181,933 | $8.42M | $46.26 | No quote |
| 121 | ASPN | Aspen Aerogels Inc. | 0.09% | Add +10.9% | 1,838,989 | $8.4M | $4.57 | No quote |
| 122 | ACTG | Acacia Research Corp. | 0.09% | - | 2,514,436 | $8.05M | No quote | No quote |
| 123 | MATW | Matthews Intl Corp. | 0.09% | Add +0.5% | 155,458 | $7.8M | $50.15 | No quote |
| 124 | XOM | Exxon Mobil Corp. | 0.09% | Reduce -0.0% | 90,267 | $7.68M | $85.03 | No quote |
| 125 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.08% | Reduce -1.1% | 1,290,317 | $7.37M | No quote | No quote |
| 126 | FL | Foot Locker, Inc. | 0.08% | Add +3.0% | 141,905 | $7.23M | No quote | No quote |
| 127 | CARS | Cars.com Inc. | 0.08% | Add +0.5% | 253,959 | $7.01M | No quote | No quote |
| 128 | CVU | CPI Aerostructures, Inc. | 0.08% | Add +5.6% | 819,857 | $6.85M | No quote | No quote |
| 129 | APA | Apache Corp. | 0.07% | Reduce -0.0% | 136,456 | $6.51M | $47.67 | No quote |
| 130 | SYNC | Synacor, Inc. | 0.07% | Add +0.9% | 4,010,712 | $6.42M | No quote | No quote |
| 131 | NVS | Novartis AG ADR | 0.07% | Add +2.0% | 70,379 | $6.06M | $86.16 | No quote |
| 132 | SEAC | SeaChange Intl, Inc. | 0.07% | Reduce -1.7% | 3,359,775 | $6.01M | No quote | No quote |
| 133 | GIFI | Gulf Island Fabrication, Inc. | 0.07% | Add +4.0% | 598,585 | $5.96M | No quote | No quote |
| 134 | EXPD | Expeditors Intl of Washington | 0.06% | Add +1.5% | 75,708 | $5.57M | $73.53 | No quote |
| 135 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -0.1% | 103,076 | $5.26M | $50.99 | No quote |
| 136 | GS | Goldman Sachs Group, Inc. | 0.06% | Add +3.0% | 23,343 | $5.23M | $224.22 | No quote |
| 137 | AYI | Acuity Brands | 0.06% | Add +2.0% | 31,678 | $4.98M | $157.21 | No quote |
| 138 | OESX | Orion Energy Systems, Inc. | 0.05% | Reduce -1.2% | 4,648,359 | $4.46M | No quote | No quote |
| 139 | MOV | Movado Group Inc. | 0.04% | - | 88,200 | $3.7M | No quote | No quote |
| 140 | GOLD | Barrick Gold Corp. | 0.04% | Reduce -52.1% | 330,572 | $3.66M | No quote | No quote |
| 141 | P | Pandora Media, Inc. | 0.04% | Reduce -46.8% | 341,880 | $3.25M | No quote | No quote |
| 142 | JCAP | Jernigan Capital, Inc. | 0.03% | New | 160,406 | $3.09M | No quote | No quote |
| 143 | RUBI | Rubicon Project Inc. | 0.02% | - | 620,120 | $2.23M | No quote | No quote |
| 144 | ACIA | Acacia Communications, Inc. | 0.02% | New | 50,764 | $2.1M | No quote | No quote |
| 145 | RBCN | Rubicon Technology, Inc. | 0.02% | Add +4.5% | 224,775 | $2.02M | No quote | No quote |
| 146 | DFS | Discover Financial Services | 0.02% | Reduce -88.1% | 22,994 | $1.76M | No quote | No quote |
| 147 | SRE | Sempra Energy | 0.02% | Reduce -93.8% | 13,429 | $1.53M | No quote | No quote |
| 148 | CRWS | Crown Crafts, Inc. | 0.02% | Add +58.5% | 249,879 | $1.42M | No quote | No quote |
| 149 | AUTO | AutoWeb Inc. | 0.02% | Reduce -7.7% | 480,662 | $1.42M | No quote | No quote |
| 150 | DRAD | Digirad Corp. | 0.02% | Add +13.9% | 940,343 | $1.41M | No quote | No quote |
| 151 | AXTI | AXT Inc. | 0.01% | Reduce -41.6% | 165,743 | $1.19M | $7.15 | No quote |
| 152 | PCYO | Pure Cycle Corp. | 0.01% | Add +161.7% | 90,075 | $1.04M | No quote | No quote |
| 153 | AETI | American Electric Technologies, Inc. | 0.01% | - | 685,288 | $483K | No quote | No quote |
| 154 | GLAE | GlassBridge Enterprises Inc. | 0.01% | Reduce -0.4% | 816,748 | $466K | No quote | No quote |
| 165 | VT | Vanguard Total World Stock Index Fd (ETF) | - | Sold | 0 | $0 | No quote | No quote |
| 164 | TSCO | Tractor Supply | - | Sold | 0 | $0 | No quote | No quote |
| 163 | SPAR | Spartan Motors Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 162 | SNY | Sanofi-Aventis | - | Sold | 0 | $0 | No quote | No quote |
| 161 | DCM | NTT Docomo Inc. ADR | - | Sold | 0 | $0 | No quote | No quote |
| 160 | MBFI | MB Financial, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | MN | Manning & Napier, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 158 | LFCR | Landec Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | KKR | KKR & Co. L.P. | - | Sold | 0 | $0 | No quote | No quote |
| 156 | GLUU | Glu Mobile Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 155 | DVD | Dover Motorsports, Inc. | - | Sold | 0 | $0 | No quote | No quote |