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 85 of 161 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 3.86% | Reduce -4.3% | 2,729,418 | $277.23M | $101.57 | No quote |
| 2 | BIDU | Baidu, Inc. ADR | 3.10% | Add +9.3% | 1,402,302 | $222.41M | $158.60 | No quote |
| 3 | PM | Philip Morris Intl, Inc. | 2.99% | Add +35.1% | 3,209,444 | $214.26M | $66.76 | No quote |
| 4 | FAF | First American Financial Corp. | 2.75% | Reduce -0.6% | 4,421,642 | $197.38M | $44.64 | No quote |
| 5 | KMT | Kennametal, Inc. | 2.53% | Reduce -0.9% | 5,451,895 | $181.44M | $33.28 | No quote |
| 6 | LAZ | Lazard Ltd. | 2.48% | Add +6.1% | 4,816,609 | $177.78M | $36.91 | No quote |
| 7 | MSGN | MSG Networks, Inc. | 2.30% | Reduce -12.3% | 7,002,559 | $164.98M | No quote | No quote |
| 8 | GILD | Gilead Sciences, Inc. | 2.10% | - | 2,404,049 | $150.37M | $62.55 | No quote |
| 9 | SJM | J.M. Smucker Co. | 2.07% | Reduce -9.9% | 1,588,636 | $148.52M | $93.49 | No quote |
| 10 | NTRS | Northern Trust Corp. | 2.03% | Reduce -0.4% | 1,742,486 | $145.65M | $83.59 | No quote |
| 11 | KEYS | Keysight Technologies, Inc. | 1.99% | Reduce -18.6% | 2,294,993 | $142.47M | $62.08 | No quote |
| 12 | ZBRA | Zebra Technologies Corp. | 1.87% | Reduce -18.7% | 844,246 | $134.43M | $159.23 | No quote |
| 13 | IPG | Interpublic Group of Cos., Inc. | 1.85% | Reduce -12.8% | 6,431,772 | $132.69M | No quote | No quote |
| 14 | SNA | Snap-on, Inc. | 1.77% | Reduce -5.0% | 873,989 | $126.98M | $145.29 | No quote |
| 15 | NLSN | Nielsen Holdings plc | 1.72% | Reduce -2.6% | 5,298,985 | $123.63M | No quote | No quote |
| 16 | MAT | Mattel, Inc. | 1.71% | Add +8.2% | 12,296,345 | $122.84M | $9.99 | No quote |
| 17 | NOK | Nokia Corp. ADR | 1.71% | Reduce -12.7% | 21,063,714 | $122.59M | $5.82 | No quote |
| 18 | LH | Laboratory Corp. of America Holdings | 1.70% | Reduce -4.7% | 964,759 | $121.91M | $126.36 | No quote |
| 19 | JNJ | Johnson & Johnson | 1.64% | Reduce -11.3% | 909,332 | $117.35M | $129.05 | No quote |
| 20 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.59% | Reduce -0.3% | 558,458 | $114.03M | No quote | No quote |
| 21 | SRCL | Stericycle Inc. | 1.58% | Add +61.2% | 3,086,531 | $113.25M | No quote | No quote |
| 22 | CRL | Charles River Laboratories Intl, Inc. | 1.56% | Reduce -21.2% | 988,171 | $111.84M | $113.18 | No quote |
| 23 | KKR | KKR & Co Inc. | 1.55% | Reduce -4.2% | 5,649,833 | $110.91M | $19.63 | No quote |
| 24 | SLCA | U.S. Silica Holdings, Inc. | 1.42% | Add +18.5% | 9,989,309 | $101.69M | No quote | No quote |
| 25 | SSD | Simpson Manufacturing Co., Inc. | 1.38% | Add +3.3% | 1,833,666 | $99.26M | $54.13 | No quote |
| 26 | VIAB | Viacom, Inc. | 1.32% | Reduce -9.3% | 3,698,840 | $95.06M | No quote | No quote |
| 27 | JLL | JLL | 1.30% | Add +3.1% | 738,277 | $93.47M | $126.60 | No quote |
| 28 | SWK | Stanley Black & Decker, Inc. | 1.21% | Add +10.4% | 726,117 | $86.95M | $119.74 | No quote |
| 29 | TGNA | TEGNA, Inc. | 1.18% | Reduce -21.0% | 7,809,567 | $84.89M | No quote | No quote |
| 30 | ZBH | Zimmer Biomet Holdings, Inc. | 1.16% | Reduce -11.4% | 801,150 | $83.1M | $103.72 | No quote |
| 31 | VZ | Verizon Communications Inc. | 1.15% | Add +8.0% | 1,462,772 | $82.24M | $56.22 | No quote |
| 32 | OAK | Oaktree Capital Group LLC | 1.12% | Reduce -2.8% | 2,019,992 | $80.3M | No quote | No quote |
| 33 | LFUS | Littelfuse, Inc. | 1.06% | Add +89.9% | 444,719 | $76.26M | $171.48 | No quote |
| 34 | MDP | Meredith Corp. | 1.05% | Add +3.1% | 1,447,068 | $75.16M | No quote | No quote |
| 35 | CBRE | CBRE Group, Inc. | 1.04% | Reduce -1.4% | 1,862,505 | $74.58M | $40.04 | No quote |
| 36 | AFL | Aflac, Inc. | 1.03% | Reduce -26.1% | 1,628,456 | $74.19M | $45.56 | No quote |
| 37 | MTSC | MTS Systems Corp. | 0.97% | Reduce -0.4% | 1,738,655 | $69.77M | No quote | No quote |
| 38 | OMC | Omnicom Group, Inc. | 0.95% | Reduce -17.1% | 927,708 | $67.95M | $73.24 | No quote |
| 39 | SLB | Schlumberger Ltd. | 0.94% | Add +8.3% | 1,874,765 | $67.64M | $36.08 | No quote |
| 40 | MSGS | The Madison Square Garden Co. | 0.92% | Reduce -10.2% | 247,192 | $66.17M | $267.70 | No quote |
| 41 | BOKF | BOK Financial Corp. | 0.91% | Add +60.2% | 890,787 | $65.32M | $73.33 | No quote |
| 42 | RCL | Royal Caribbean Cruises Ltd. | 0.90% | Reduce -4.4% | 663,755 | $64.91M | $97.79 | No quote |
| 43 | GSK | GlaxoSmithKline plc ADR | 0.88% | Reduce -2.6% | 1,660,683 | $63.46M | $38.21 | No quote |
| 44 | BRC | Brady Corp. | 0.86% | Reduce -20.4% | 1,426,083 | $61.98M | $43.46 | No quote |
| 45 | MHK | Mohawk Industries, Inc. | 0.84% | Add +113.1% | 518,358 | $60.63M | $116.96 | No quote |
| 46 | BWA | BorgWarner, Inc. | 0.84% | Add +2.3% | 1,734,929 | $60.27M | $34.74 | No quote |
| 47 | VEA | Vanguard FTSE Developed ETF | 0.76% | Add +67.1% | 1,474,330 | $54.7M | $37.10 | No quote |
| 48 | PXD | Pioneer Natural Resources Co | 0.75% | Add +13.1% | 410,436 | $53.98M | No quote | No quote |
| 49 | CHL | China Mobile Ltd. ADR | 0.75% | Add +1.9% | 1,121,098 | $53.81M | No quote | No quote |
| 50 | HLI | Houlihan Lokey, Inc. | 0.75% | Add +4.7% | 1,453,401 | $53.49M | $36.80 | No quote |
| 51 | BIO | Bio-Rad Laboratories, Inc. | 0.73% | Reduce -3.6% | 224,338 | $52.1M | $232.22 | No quote |
| 52 | PGR | Progressive Corp. | 0.71% | Reduce -8.0% | 843,883 | $50.91M | $60.33 | No quote |
| 53 | JHG | Janus Henderson Group plc | 0.68% | Reduce -0.4% | 2,362,025 | $48.94M | $20.72 | No quote |
| 54 | CBS | CBS Corp. | 0.68% | Reduce -10.1% | 1,116,177 | $48.8M | No quote | No quote |
| 55 | EOG | EOG Resources Inc. | 0.67% | Add +27.4% | 553,319 | $48.26M | $87.21 | No quote |
| 56 | ITW | Illinois Tool Works, Inc. | 0.64% | Reduce -14.4% | 363,761 | $46.09M | $126.69 | No quote |
| 57 | ATGE | Adtalem Global Education, Inc. | 0.63% | Reduce -19.6% | 952,488 | $45.07M | No quote | No quote |
| 58 | SO | Southern Co. | 0.61% | Add +13.2% | 1,002,214 | $44.02M | $43.92 | No quote |
| 59 | WTW | Willis Towers Watson plc | 0.60% | Reduce -25.1% | 285,167 | $43.31M | $151.86 | No quote |
| 60 | AXE | Anixter Intl, Inc. | 0.59% | Reduce -29.1% | 784,241 | $42.59M | No quote | No quote |
| 61 | TMO | Thermo Fisher Scientific, Inc. | 0.57% | Reduce -41.9% | 183,495 | $41.06M | $223.79 | No quote |
| 62 | DOX | Amdocs Ltd. | 0.56% | Add +36.3% | 683,994 | $40.07M | $58.58 | No quote |
| 63 | FLR | Fluor Corp. | 0.56% | Add +14.4% | 1,239,161 | $39.9M | $32.20 | No quote |
| 64 | AMG | Affiliated Managers Group, Inc. | 0.55% | Add +50.4% | 403,025 | $39.27M | $97.44 | No quote |
| 65 | WU | Western Union Co. | 0.54% | Reduce -45.0% | 2,260,753 | $38.57M | $17.06 | No quote |
| 66 | CAH | Cardinal Health, Inc. | 0.53% | Reduce -7.8% | 855,750 | $38.17M | $44.60 | No quote |
| 67 | KN | Knowles Corporation | 0.48% | New | 2,612,178 | $34.77M | $13.31 | No quote |
| 68 | BCO | Brink's Co. | 0.47% | Add +31.1% | 526,424 | $34.03M | $64.65 | No quote |
| 69 | MAS | Masco Corporation | 0.44% | New | 1,075,521 | $31.45M | $29.24 | No quote |
| 70 | FICO | Fair Isaac Corp. | 0.44% | Reduce -15.5% | 167,786 | $31.38M | $187.00 | No quote |
| 71 | DGX | Quest Diagnostics Inc. | 0.41% | Add +36.0% | 354,042 | $29.48M | $83.27 | No quote |
| 72 | COST | Costco Wholesale Corp. | 0.39% | Reduce -0.3% | 137,560 | $28.02M | $203.71 | No quote |
| 73 | CLB | Core Laboratories N.V. | 0.38% | Reduce -9.0% | 455,273 | $27.16M | $59.66 | No quote |
| 74 | BX | Blackstone Group L.P. | 0.38% | Reduce -14.2% | 905,951 | $27.01M | $29.81 | No quote |
| 75 | CNTY | Century Casinos, Inc. | 0.36% | Reduce -11.2% | 3,466,105 | $25.62M | No quote | No quote |
| 76 | MEI | Methode Electronics Inc. | 0.33% | Add +0.6% | 1,018,250 | $23.72M | No quote | No quote |
| 77 | OXY | Occidental Petroleum Corp. | 0.33% | Add +37.4% | 382,817 | $23.5M | $61.38 | No quote |
| 78 | BSAC | Banco Santander-Chile ADR | 0.32% | Reduce -14.8% | 764,754 | $22.87M | No quote | No quote |
| 79 | JWN | Nordstrom, Inc. | 0.32% | Reduce -42.7% | 487,581 | $22.73M | No quote | No quote |
| 80 | NOV | National Oilwell Varco | 0.31% | Reduce -19.5% | 875,953 | $22.51M | $25.70 | No quote |
| 81 | KIN | Kindred Biosciences, Inc. | 0.30% | Reduce -8.2% | 1,996,806 | $21.87M | No quote | No quote |
| 82 | TISI | Team, Inc. | 0.30% | Reduce -11.4% | 1,475,060 | $21.61M | No quote | No quote |
| 83 | TS | Tenaris ADR | 0.29% | Add +11.3% | 989,815 | $21.1M | No quote | No quote |
| 84 | DNB | Dun & Bradstreet Corp. | 0.28% | Reduce -25.9% | 141,155 | $20.15M | No quote | No quote |
| 85 | COWN | Cowen Inc. | 0.28% | Reduce -19.8% | 1,479,113 | $19.73M | No quote | No quote |
| 86 | TIF | Tiffany & Co. | 0.27% | New | 242,838 | $19.55M | No quote | No quote |
| 87 | BRS | Bristow Group, Inc. | 0.25% | Reduce -8.6% | 7,485,152 | $18.19M | No quote | No quote |
| 88 | TAP | Molson Coors Brewing Co. | 0.25% | New | 323,289 | $18.16M | $56.16 | No quote |
| 89 | USB | U.S. Bancorp | 0.25% | Reduce -0.3% | 392,485 | $17.94M | $45.70 | No quote |
| 90 | CSWC | Capital Southwest Corp. | 0.24% | Reduce -13.7% | 881,804 | $16.95M | No quote | No quote |
| 91 | RNWK | RealNetworks, Inc. | 0.23% | Reduce -2.2% | 7,046,784 | $16.28M | No quote | No quote |
| 92 | TILE | Interface, Inc. | 0.22% | Add +0.4% | 1,125,872 | $16.04M | $14.25 | No quote |
| 93 | ORBC | ORBCOMM, Inc. | 0.22% | Add +0.8% | 1,886,023 | $15.58M | No quote | No quote |
| 94 | GRBK | Green Brick Partners Inc. | 0.21% | Add +0.5% | 2,127,785 | $15.41M | $7.24 | No quote |
| 95 | SFE | Safeguard Scientifics Inc. | 0.21% | Reduce -5.8% | 1,766,424 | $15.23M | No quote | No quote |
| 96 | ISCA | International Speedway Corp. | 0.20% | Reduce -78.0% | 332,377 | $14.58M | No quote | No quote |
| 97 | TNAV | Telenav Inc. | 0.20% | Reduce -9.3% | 3,492,237 | $14.18M | No quote | No quote |
| 98 | AFH | Atlas Financial Holdings, Inc. | 0.20% | Add +0.1% | 1,737,158 | $14.05M | No quote | No quote |
| 99 | RST | Rosetta Stone Inc. | 0.17% | Reduce -12.6% | 746,852 | $12.25M | No quote | No quote |
| 100 | STRT | Strattec Security Corp. | 0.16% | Add +0.8% | 401,200 | $11.56M | No quote | No quote |
| 101 | BSMX | Banco Santander Mexico SA ADR | 0.14% | Add +15.6% | 1,688,493 | $10.4M | No quote | No quote |
| 102 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.14% | Add +5.8% | 244,922 | $10.28M | $41.96 | No quote |
| 103 | ICE | IntercontinentalExchange, Inc. | 0.14% | Reduce -54.5% | 136,231 | $10.26M | $75.33 | No quote |
| 104 | QCOM | QUALCOMM Inc. | 0.14% | - | 174,200 | $9.91M | $56.91 | No quote |
| 105 | FN | Fabrinet | 0.13% | Add +3.0% | 187,392 | $9.62M | $51.31 | No quote |
| 106 | MATW | Matthews Intl Corp. | 0.13% | Add +49.8% | 232,942 | $9.46M | $40.62 | No quote |
| 107 | TRC | Tejon Ranch Co. | 0.13% | Reduce -0.7% | 564,031 | $9.35M | No quote | No quote |
| 108 | HMN | Horace Mann Educators Corp. | 0.13% | Reduce -0.1% | 248,707 | $9.31M | No quote | No quote |
| 109 | ORCL | Oracle Corp. | 0.13% | Reduce -3.1% | 204,861 | $9.25M | $45.15 | No quote |
| 110 | LAKE | Lakeland Industries, Inc. | 0.13% | Add +6.3% | 885,653 | $9.25M | No quote | No quote |
| 111 | HNGR | Hanger, Inc. | 0.13% | Reduce -0.6% | 473,411 | $8.97M | No quote | No quote |
| 112 | AXP | American Express Co. | 0.12% | Reduce -85.1% | 90,029 | $8.58M | $95.32 | No quote |
| 113 | MOS | Mosaic Co. | 0.12% | Add +3.2% | 291,371 | $8.51M | $29.21 | No quote |
| 114 | ALYA | Alithya Group Inc. | 0.12% | New | 3,580,299 | $8.41M | No quote | No quote |
| 115 | GSIT | GSI Technology Inc. | 0.12% | Reduce -10.6% | 1,634,696 | $8.4M | No quote | No quote |
| 116 | ALOT | AstroNova, Inc. | 0.11% | Reduce -17.2% | 429,959 | $8.06M | No quote | No quote |
| 117 | PRCP | Perceptron, Inc. | 0.11% | Add +3.2% | 944,282 | $7.7M | No quote | No quote |
| 118 | TURN | 180 Degree Capital Corp. | 0.11% | Reduce -9.0% | 4,363,922 | $7.64M | No quote | No quote |
| 119 | MIND | Mitcham Industries, Inc. | 0.11% | Reduce -0.4% | 2,961,299 | $7.58M | No quote | No quote |
| 120 | ACTG | Acacia Research Corp. | 0.10% | - | 2,514,436 | $7.49M | No quote | No quote |
| 121 | LMT | Lockheed Martin Corp. | 0.10% | Reduce -3.5% | 27,751 | $7.27M | $261.83 | No quote |
| 122 | PCTI | PCTEL, Inc. | 0.10% | Reduce -25.9% | 1,689,638 | $7.25M | No quote | No quote |
| 123 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.10% | Reduce -8.6% | 1,179,803 | $7.11M | No quote | No quote |
| 124 | EMKR | EMCORE Corporation | 0.10% | Reduce -30.7% | 1,672,557 | $7.03M | No quote | No quote |
| 125 | BID | Sotheby's | 0.10% | Reduce -19.0% | 176,718 | $7.02M | No quote | No quote |
| 126 | TPR | Tapestry, Inc. | 0.09% | Reduce -0.2% | 195,767 | $6.61M | $33.75 | No quote |
| 127 | GS | Goldman Sachs Group, Inc. | 0.08% | Add +47.4% | 34,407 | $5.75M | $167.06 | No quote |
| 128 | XOM | Exxon Mobil Corp. | 0.08% | Reduce -9.5% | 81,696 | $5.57M | $68.19 | No quote |
| 129 | CVU | CPI Aerostructures, Inc. | 0.07% | Reduce -3.8% | 788,877 | $5.03M | No quote | No quote |
| 130 | SYNC | Synacor, Inc. | 0.07% | Reduce -17.4% | 3,310,993 | $4.9M | No quote | No quote |
| 131 | BK | Bank of New York Mellon Corp. | 0.07% | Reduce -2.4% | 100,651 | $4.74M | $47.07 | No quote |
| 132 | FL | Foot Locker, Inc. | 0.06% | Reduce -39.0% | 86,525 | $4.6M | No quote | No quote |
| 133 | BTN | Ballantyne Strong, Inc. | 0.06% | Add +6.0% | 3,582,538 | $4.12M | No quote | No quote |
| 134 | JCAP | Jernigan Capital, Inc. | 0.06% | Add +27.7% | 204,826 | $4.06M | No quote | No quote |
| 135 | ASPN | Aspen Aerogels Inc. | 0.05% | Reduce -0.7% | 1,826,280 | $3.89M | $2.13 | No quote |
| 136 | MOV | Movado Group Inc. | 0.05% | Add +30.8% | 115,400 | $3.65M | No quote | No quote |
| 137 | AYI | Acuity Brands | 0.05% | - | 31,678 | $3.64M | $114.94 | No quote |
| 138 | APA | Apache Corp. | 0.05% | Reduce -2.4% | 133,255 | $3.5M | $26.25 | No quote |
| 139 | GIFI | Gulf Island Fabrication, Inc. | 0.04% | Reduce -28.3% | 429,467 | $3.1M | No quote | No quote |
| 140 | SEAC | SeaChange Intl, Inc. | 0.04% | Reduce -29.5% | 2,367,553 | $2.98M | No quote | No quote |
| 141 | NVS | Novartis AG ADR | 0.03% | Reduce -60.8% | 27,623 | $2.37M | $85.80 | No quote |
| 142 | IWN | iShares Russell 2000V ETF | 0.03% | New | 18,873 | $2.03M | $107.56 | No quote |
| 143 | OESX | Orion Energy Systems, Inc. | 0.03% | Reduce -23.6% | 3,553,817 | $2.03M | No quote | No quote |
| 144 | ACIA | Acacia Communications, Inc. | 0.03% | - | 50,764 | $1.93M | No quote | No quote |
| 145 | EXPD | Expeditors Intl of Washington | 0.02% | Reduce -71.4% | 21,663 | $1.48M | $68.09 | No quote |
| 146 | SRE | Sempra Energy | 0.02% | Reduce -4.0% | 12,886 | $1.39M | No quote | No quote |
| 147 | IWS | iShares Russell MidcapV ETF | 0.02% | New | 17,986 | $1.37M | $76.34 | No quote |
| 148 | DFS | Discover Financial Services | 0.02% | Reduce -3.6% | 22,168 | $1.31M | No quote | No quote |
| 149 | RBCN | Rubicon Technology, Inc. | 0.02% | Reduce -35.6% | 144,635 | $1.14M | No quote | No quote |
| 150 | RUBI | The Rubicon Project, Inc. | 0.01% | Reduce -68.5% | 195,499 | $729K | No quote | No quote |
| 151 | PCYO | Pure Cycle Corp. | 0.01% | Reduce -20.1% | 71,996 | $715K | No quote | No quote |
| 152 | CRWS | Crown Crafts, Inc. | 0.01% | Reduce -68.4% | 78,850 | $426K | No quote | No quote |
| 153 | AXTI | AXT Inc. | 0.01% | Reduce -42.8% | 94,896 | $413K | $4.35 | No quote |
| 154 | DRAD | Digirad Corp. | 0.00% | Reduce -50.4% | 466,119 | $266K | No quote | No quote |
| 155 | AUTO | AutoWeb Inc. | 0.00% | Reduce -85.5% | 69,469 | $212K | No quote | No quote |
| 156 | AETI | American Electric Technologies, Inc. | 0.00% | Reduce -73.9% | 178,664 | $155K | No quote | No quote |
| 157 | GLAE | GlassBridge Enterprises Inc. | 0.00% | Reduce -21.8% | 639,070 | $95K | No quote | No quote |
| 161 | P | Pandora Media, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 160 | EDGW | Edgewater Technology Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | CARS | Cars.com Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 158 | GOLD | Barrick Gold Corp. | - | Sold | 0 | $0 | No quote | No quote |