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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 85 of 160 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp.3.82%Reduce -4.4%2,609,735$307.79M$117.94No quote
2PMPhilip Morris Intl, Inc.3.58%Add +1.7%3,263,982$288.5M$88.39No quote
3BIDUBaidu, Inc. ADR3.09%Add +7.6%1,509,050$248.77M$164.85No quote
4FAFFirst American Financial Corp.2.70%Reduce -4.6%4,218,085$217.23M$51.50No quote
5KMTKennametal, Inc.2.44%Reduce -2.1%5,334,942$196.06M$36.75No quote
6LAZLazard Ltd.2.43%Add +12.5%5,416,732$195.76M$36.14No quote
7SJMJ.M. Smucker Co.2.36%Add +2.5%1,627,842$189.64M$116.50No quote
8SRCLStericycle Inc.2.32%Add +11.2%3,433,073$186.83MNo quoteNo quote
9SLCAU.S. Silica Holdings, Inc.2.12%Reduce -1.6%9,831,225$170.67MNo quoteNo quote
10GILDGilead Sciences, Inc.1.98%Add +2.0%2,452,232$159.42M$65.01No quote
11NTRSNorthern Trust Corp.1.96%Add +0.0%1,742,791$157.57M$90.41No quote
12ZBRAZebra Technologies Corp.1.86%Reduce -15.2%716,101$150.05M$209.53No quote
13MATMattel, Inc.1.84%Reduce -7.4%11,386,674$148.03M$13.00No quote
14MSGNMSG Networks, Inc.1.83%Reduce -3.2%6,779,963$147.46MNo quoteNo quote
15LHLaboratory Corp. of America Holdings1.77%Reduce -3.4%932,207$142.61M$152.98No quote
16IPGInterpublic Group of Cos., Inc.1.73%Add +3.0%6,623,769$139.17MNo quoteNo quote
17KEYSKeysight Technologies, Inc.1.66%Reduce -33.1%1,534,667$133.82M$87.20No quote
18KKRKKR & Co Inc.1.66%Add +0.5%5,675,855$133.33M$23.49No quote
19SNASnap-on, Inc.1.65%Reduce -3.0%848,087$132.74M$156.52No quote
20JNJJohnson & Johnson1.55%Reduce -1.8%893,391$124.89M$139.79No quote
21NLSNNielsen Holdings plc1.54%Reduce -1.0%5,244,764$124.14MNo quoteNo quote
22NOKNokia Corp. ADR1.54%Add +2.6%21,608,267$123.6M$5.72No quote
23CRLCharles River Laboratories Intl, Inc.1.53%Reduce -14.3%846,442$122.95M$145.25No quote
24BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.44%Add +3.3%576,635$115.84MNo quoteNo quote
25JLLJLL1.39%Reduce -2.0%723,798$111.6M$154.18No quote
26SSDSimpson Manufacturing Co., Inc.1.34%Reduce -0.5%1,824,623$108.15M$59.27No quote
27VIABViacom, Inc.1.33%Add +3.0%3,809,445$106.93MNo quoteNo quote
28TGNATEGNA, Inc.1.21%Reduce -11.3%6,926,734$97.67MNo quoteNo quote
29ZBHZimmer Biomet Holdings, Inc.1.13%Reduce -11.3%710,505$90.73M$127.70No quote
30CBRECBRE Group, Inc.1.12%Reduce -2.1%1,824,140$90.2M$49.45No quote
31MTSCMTS Systems Corp.1.10%Reduce -6.4%1,627,046$88.61MNo quoteNo quote
32SWKStanley Black & Decker, Inc.1.09%Reduce -11.2%644,982$87.83M$136.17No quote
33VZVerizon Communications Inc.1.06%Reduce -1.6%1,439,431$85.11M$59.13No quote
34AFLAflac, Inc.1.01%Reduce -0.4%1,622,240$81.11M$50.00No quote
35LFUSLittelfuse, Inc.1.00%Reduce -0.7%441,788$80.62M$182.48No quote
36SLBSchlumberger Ltd.1.00%Reduce -1.7%1,842,143$80.26M$43.57No quote
37MDPMeredith Corp.0.96%Reduce -2.9%1,404,455$77.61MNo quoteNo quote
38KNKnowles Corporation0.95%Add +66.5%4,348,520$76.66M$17.63No quote
39RCLRoyal Caribbean Cruises Ltd.0.95%Add +0.4%666,684$76.42M$114.62No quote
40BOKFBOK Financial Corp.0.91%Add +1.4%902,957$73.64M$81.55No quote
41BIOBio-Rad Laboratories, Inc.0.91%Add +7.1%240,349$73.47M$305.68No quote
42MSGSThe Madison Square Garden Co.0.89%Reduce -1.0%244,776$71.75M$293.13No quote
43MHKMohawk Industries, Inc.0.89%Add +9.1%565,448$71.33M$126.15No quote
44GSKGlaxoSmithKline plc ADR0.86%-1,660,683$69.4M$41.79No quote
45PGRProgressive Corp.0.83%Add +9.3%922,501$66.5M$72.09No quote
46BWABorgWarner, Inc.0.82%Reduce -0.6%1,724,553$66.24M$38.41No quote
47TAPMolson Coors Brewing Co.0.82%Add +242.1%1,106,069$65.98M$59.65No quote
48PXDPioneer Natural Resources Co0.79%Add +1.5%416,696$63.45MNo quoteNo quote
49HLIHoulihan Lokey, Inc.0.78%Reduce -5.2%1,377,346$63.15M$45.85No quote
50BRCBrady Corp.0.75%Reduce -8.4%1,306,065$60.61M$46.41No quote
51CHLChina Mobile Ltd. ADR0.74%Add +3.6%1,162,045$59.25MNo quoteNo quote
52EOGEOG Resources Inc.0.73%Add +11.2%615,223$58.56M$95.18No quote
53CBSCBS Corp.0.70%Add +5.9%1,181,907$56.18MNo quoteNo quote
54ITWIllinois Tool Works, Inc.0.65%Reduce -0.2%362,908$52.09M$143.53No quote
55OMCOmnicom Group, Inc.0.63%Reduce -25.4%692,217$50.53M$72.99No quote
56JHGJanus Henderson Group plc0.63%Reduce -14.5%2,018,876$50.43M$24.98No quote
57WTWWillis Towers Watson plc0.62%Reduce -0.1%285,024$50.06M$175.65No quote
58FLRFluor Corp.0.62%Add +9.1%1,352,182$49.76M$36.80No quote
59DOXAmdocs Ltd.0.57%Add +24.0%848,223$45.9M$54.11No quote
60MASMasco Corporation0.57%Add +8.2%1,163,653$45.74M$39.31No quote
61FICOFair Isaac Corp.0.56%Reduce -1.2%165,795$45.04M$271.63No quote
62ATGEAdtalem Global Education, Inc.0.55%Add +0.0%952,801$44.13MNo quoteNo quote
63AXEAnixter Intl, Inc.0.55%Reduce -0.1%783,111$43.94MNo quoteNo quote
64TMOThermo Fisher Scientific, Inc.0.54%Reduce -12.7%160,205$43.85M$273.72No quote
65AMGAffiliated Managers Group, Inc.0.54%Add +0.6%405,414$43.42M$107.11No quote
66CAHCardinal Health, Inc.0.52%Add +1.2%866,100$41.7M$48.15No quote
67OAKOaktree Capital Group LLC0.48%Reduce -61.2%783,793$38.92MNo quoteNo quote
68BCOBrink's Co.0.48%Reduce -2.3%514,182$38.77M$75.41No quote
69DGXQuest Diagnostics Inc.0.44%Add +11.2%393,751$35.41M$89.92No quote
70WUWestern Union Co.0.43%Reduce -16.8%1,880,180$34.73M$18.47No quote
71VEAVanguard FTSE Developed ETF0.42%Reduce -44.5%817,494$33.41M$40.87No quote
72COSTCostco Wholesale Corp.0.41%Reduce -1.9%134,976$32.68M$242.14No quote
73BXBlackstone Group L.P.0.40%Add +0.9%914,030$31.96M$34.97No quote
74CLBCore Laboratories N.V.0.39%Reduce -0.3%453,713$31.27M$68.93No quote
75OXYOccidental Petroleum Corp.0.38%Add +21.8%466,330$30.87M$66.20No quote
76TSTenaris ADR0.37%Add +6.8%1,057,377$29.87MNo quoteNo quote
77MEIMethode Electronics Inc.0.35%Reduce -3.3%985,180$28.35MNo quoteNo quote
78CNTYCentury Casinos, Inc.0.34%Reduce -13.1%3,011,748$27.29MNo quoteNo quote
79TIFTiffany & Co.0.32%Add +0.1%243,047$25.65MNo quoteNo quote
80TISITeam, Inc.0.31%Reduce -2.0%1,445,308$25.29MNo quoteNo quote
81KINKindred Biosciences, Inc.0.30%Add +31.1%2,618,040$24.01MNo quoteNo quote
82KMXCarMax Inc.0.30%New342,801$23.93M$69.80No quote
83NOVNational Oilwell Varco0.28%Reduce -2.5%854,224$22.76M$26.64No quote
84SOSouthern Co.0.28%Reduce -56.5%436,419$22.55M$51.68No quote
85JWNNordstrom, Inc.0.27%Add +0.1%487,993$21.66MNo quoteNo quote
86BSACBanco Santander-Chile ADR0.27%Reduce -6.0%718,694$21.38MNo quoteNo quote
87TPRTapestry, Inc.0.26%Add +228.8%643,607$20.91M$32.49No quote
88RNWKRealNetworks, Inc.0.26%Reduce -6.1%6,619,113$20.59MNo quoteNo quote
89COWNCowen Inc.0.25%Reduce -6.3%1,386,213$20.09MNo quoteNo quote
90USBU.S. Bancorp0.23%Reduce -1.9%385,090$18.56M$48.19No quote
91QCOMQUALCOMM Inc.0.22%Add +80.9%315,066$17.97M$57.03No quote
92GRBKGreen Brick Partners Inc.0.21%Reduce -7.7%1,964,933$17.19M$8.75No quote
93TILEInterface, Inc.0.21%Reduce -1.3%1,110,734$17.02M$15.32No quote
94GNRCGenerac Holdings Inc.0.21%New324,523$16.63M$51.23No quote
95ORBCORBCOMM, Inc.0.20%Add +27.9%2,412,260$16.36MNo quoteNo quote
96SFESafeguard Scientifics Inc.0.20%Reduce -15.6%1,490,145$16.17MNo quoteNo quote
97KFYKorn/Ferry International0.20%New352,829$15.8M$44.78No quote
98TNAVTelenav Inc.0.19%Reduce -26.3%2,574,295$15.63MNo quoteNo quote
99CSWCCapital Southwest Corp.0.18%Reduce -22.6%682,556$14.36MNo quoteNo quote
100RSTRosetta Stone Inc.0.17%Reduce -15.6%630,519$13.78MNo quoteNo quote
101STRTStrattec Security Corp.0.15%Add +3.6%415,713$12.21MNo quoteNo quote
102BSMXBanco Santander Mexico SA ADR0.15%Add +4.6%1,765,481$11.95MNo quoteNo quote
103MINDMitcham Industries, Inc.0.15%Add +1.0%2,990,913$11.75MNo quoteNo quote
104GSITGSI Technology Inc.0.14%Reduce -9.7%1,476,359$11.47MNo quoteNo quote
105LAKELakeland Industries, Inc.0.14%Add +9.5%969,863$11.39MNo quoteNo quote
106ALYAAlithya Group Inc.0.14%Reduce -5.1%3,397,711$10.87MNo quoteNo quote
107ACWXISHARES MSCI ACWI EX US ETF0.13%Reduce -6.0%230,119$10.65M$46.27No quote
108ORCLOracle Corp.0.13%Reduce -4.0%196,757$10.57M$53.71No quote
109ICEIntercontinentalExchange, Inc.0.13%Reduce -1.7%133,868$10.19M$76.14No quote
110TRCTejon Ranch Co.0.11%Reduce -7.9%519,231$9.14MNo quoteNo quote
111PRCPPerceptron, Inc.0.11%Add +24.8%1,178,142$8.84MNo quoteNo quote
112HNGRHanger, Inc.0.11%Reduce -2.6%461,243$8.79MNo quoteNo quote
113HMNHorace Mann Educators Corp.0.11%Reduce -1.3%245,544$8.65MNo quoteNo quote
114TURN180 Degree Capital Corp.0.11%Add +5.9%4,621,105$8.6MNo quoteNo quote
115MATWMatthews Intl Corp.0.11%Reduce -1.6%229,101$8.47M$36.95No quote
116ALOTAstroNova, Inc.0.10%Reduce -7.0%399,970$8.16MNo quoteNo quote
117MOSMosaic Co.0.10%Add +2.3%298,199$8.14M$27.31No quote
118LMTLockheed Martin Corp.0.10%Reduce -4.0%26,644$8M$300.14No quote
119ACTGAcacia Research Corp.0.10%Reduce -2.5%2,452,096$7.99MNo quoteNo quote
120PCTIPCTEL, Inc.0.09%Reduce -9.9%1,522,981$7.63MNo quoteNo quote
121MOVMovado Group Inc.0.09%Add +70.2%196,400$7.15MNo quoteNo quote
122CPIXCumberland Pharmaceuticals, Inc.0.09%Add +1.7%1,199,707$6.97MNo quoteNo quote
123BIDSotheby's0.09%Add +3.3%182,604$6.89MNo quoteNo quote
124BTNBallantyne Strong, Inc.0.08%Add +6.5%3,813,995$6.67MNo quoteNo quote
125GSGoldman Sachs Group, Inc.0.08%Reduce -3.3%33,275$6.39M$191.98No quote
126EMKREMCORE Corporation0.07%Reduce -8.9%1,523,093$5.56MNo quoteNo quote
127XOMExxon Mobil Corp.0.07%Reduce -18.8%66,356$5.36M$80.81No quote
128SYNCSynacor, Inc.0.07%Add +2.4%3,390,319$5.32MNo quoteNo quote
129FLFoot Locker, Inc.0.06%Reduce -1.7%85,024$5.15MNo quoteNo quote
130BKBank of New York Mellon Corp.0.06%Reduce -0.6%100,014$5.04M$50.43No quote
131BRSBristow Group, Inc.0.06%Reduce -42.2%4,326,216$4.8MNo quoteNo quote
132APAApache Corp.0.06%Reduce -4.1%127,811$4.43M$34.66No quote
133AFHAtlas Financial Holdings, Inc.0.05%Reduce -2.8%1,687,789$4.15MNo quoteNo quote
134JCAPJernigan Capital, Inc.0.05%Reduce -5.1%194,426$4.09MNo quoteNo quote
135ISCAInternational Speedway Corp.0.05%Reduce -72.9%90,004$3.93MNo quoteNo quote
136ASPNAspen Aerogels Inc.0.05%Reduce -19.8%1,465,380$3.74M$2.55No quote
137CVUCPI Aerostructures, Inc.0.04%Reduce -32.0%536,368$3.49MNo quoteNo quote
138GIFIGulf Island Fabrication, Inc.0.04%Reduce -14.3%368,044$3.38MNo quoteNo quote
139NVSNovartis AG ADR0.03%Add +4.5%28,875$2.78M$96.14No quote
140ACIAAcacia Communications, Inc.0.03%Reduce -11.1%45,108$2.59MNo quoteNo quote
141OESXOrion Energy Systems, Inc.0.03%Reduce -22.1%2,769,085$2.45MNo quoteNo quote
142AXPAmerican Express Co.0.03%Reduce -76.5%21,161$2.31M$109.30No quote
143EXPDExpeditors Intl of Washington0.02%Reduce -1.9%21,243$1.61M$75.88No quote
144DFSDiscover Financial Services0.02%Reduce -1.8%21,762$1.55MNo quoteNo quote
145SRESempra Energy0.02%Reduce -24.9%9,671$1.22MNo quoteNo quote
146FNFabrinet0.01%Reduce -87.9%22,713$1.19M$52.35No quote
147RBCNRubicon Technology, Inc.0.01%Add +0.5%145,316$1.17MNo quoteNo quote
148PCYOPure Cycle Corp.0.01%Add +7.7%77,549$765KNo quoteNo quote
149RUBIThe Rubicon Project, Inc.0.01%Reduce -56.2%85,715$521KNo quoteNo quote
150AXTIAXT Inc.0.01%-94,896$422K$4.45No quote
151CRWSCrown Crafts, Inc.0.01%-78,850$407KNo quoteNo quote
152DRADDigirad Corp.0.00%Reduce -13.1%405,200$369KNo quoteNo quote
153AETIAmerican Electric Technologies, Inc.0.00%-178,664$152KNo quoteNo quote
154GLAEGlassBridge Enterprises Inc.0.00%Reduce -1.6%628,769$126KNo quoteNo quote
160SEACSeaChange Intl, Inc.-Sold0$0No quoteNo quote
159IWSiShares Russell MidcapV ETF-Sold0$0No quoteNo quote
158IWNiShares Russell 2000V ETF-Sold0$0No quoteNo quote
157DNBDun & Bradstreet Corp.-Sold0$0No quoteNo quote
156AUTOAutoWeb Inc.-Sold0$0No quoteNo quote
155AYIAcuity Brands-Sold0$0No quoteNo quote