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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 84 of 151 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp.4.14%Reduce -3.2%2,091,981$329.91M$157.70No quote
2PMPhilip Morris Intl, Inc.4.06%Add +1.1%3,803,202$323.61M$85.09No quote
3BIDUBaidu, Inc. ADR2.86%Reduce -4.2%1,802,894$227.89M$126.40No quote
4LAZLazard Ltd.2.73%Reduce -7.4%5,454,085$217.95M$39.96No quote
5KMTKennametal, Inc.2.66%Add +3.0%5,746,294$211.98M$36.89No quote
6IPGInterpublic Group of Cos., Inc.2.63%Add +0.1%9,088,742$209.95MNo quoteNo quote
7FAFFirst American Financial Corp.2.63%Reduce -4.5%3,587,345$209.21M$58.32No quote
8SRCLStericycle Inc.2.62%Reduce -0.6%3,269,315$208.62MNo quoteNo quote
9MATMattel, Inc.2.60%Reduce -0.4%15,307,666$207.42M$13.55No quote
10NTRSNorthern Trust Corp.2.38%Reduce -2.3%1,782,576$189.38M$106.24No quote
11KKRKKR & Co Inc.2.16%Add +0.9%5,900,514$172.12M$29.17No quote
12PARAViacomCBS Inc.2.09%New3,966,263$166.46MNo quoteNo quote
13SNASnap-on, Inc.2.08%Add +4.8%978,884$165.82M$169.40No quote
14GILDGilead Sciences, Inc.2.05%Add +0.8%2,510,818$163.15M$64.98No quote
15SJMJ.M. Smucker Co.1.97%Reduce -0.2%1,511,360$157.38M$104.13No quote
16NLSNNielsen Holdings plc1.95%Add +32.4%7,662,551$155.55MNo quoteNo quote
17MSGNMSG Networks, Inc.1.91%Add +0.6%8,726,557$151.84MNo quoteNo quote
18LHLaboratory Corp. of America Holdings1.90%Reduce -0.4%895,100$151.42M$169.17No quote
19JLLJLL1.77%Add +0.8%812,449$141.44M$174.09No quote
20JNJJohnson & Johnson1.74%Add +0.4%953,283$139.06M$145.87No quote
21BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.67%Add +1.0%586,349$132.81MNo quoteNo quote
22CRLCharles River Laboratories Intl, Inc.1.63%Add +1.0%850,094$129.86M$152.76No quote
23KEYSKeysight Technologies, Inc.1.50%Reduce -5.1%1,161,024$119.16M$102.63No quote
24ZBRAZebra Technologies Corp.1.47%Reduce -12.7%457,377$116.83M$255.44No quote
25CBRECBRE Group, Inc.1.39%Reduce -0.2%1,803,616$110.54M$61.29No quote
26BOKFBOK Financial Corp.1.34%Add +4.7%1,219,071$106.55M$87.40No quote
27TGNATEGNA, Inc.1.33%Add +0.7%6,331,699$105.68MNo quoteNo quote
28SSDSimpson Manufacturing Co., Inc.1.30%Reduce -23.3%1,291,242$103.6M$80.23No quote
29TAPMolson Coors Beverage Co1.28%Add +5.7%1,892,974$102.03M$53.90No quote
30SWKStanley Black & Decker, Inc.1.26%Reduce -5.5%606,656$100.55M$165.74No quote
31MHKMohawk Industries, Inc.1.13%Add +0.7%662,711$90.38M$136.38No quote
32VZVerizon Communications Inc.1.12%Add +0.9%1,451,841$89.14M$61.40No quote
33RCLRoyal Caribbean Cruises Ltd.1.11%Add +0.1%662,107$88.4M$133.51No quote
34BWABorgWarner, Inc.1.08%Add +0.8%1,987,879$86.23M$43.38No quote
35AFLAflac, Inc.1.06%Reduce -1.1%1,597,997$84.53M$52.90No quote
36BIOBio-Rad Laboratories, Inc.1.05%Add +1.0%226,498$83.81M$370.03No quote
37EOGEOG Resources Inc.1.00%Add +2.9%949,349$79.52M$83.76No quote
38ZBHZimmer Biomet Holdings, Inc.0.98%Reduce -0.7%523,667$78.38M$149.68No quote
39LFUSLittelfuse, Inc.0.98%Add +1.0%406,309$77.73M$191.30No quote
40KNKnowles Corporation0.95%Reduce -2.4%3,585,309$75.83M$21.15No quote
41DOXAmdocs Ltd.0.88%Reduce -0.4%972,626$70.21M$72.19No quote
42SLBSchlumberger Ltd.0.88%Reduce -7.4%1,744,423$70.13M$40.20No quote
43MTSCMTS Systems Corp.0.87%Reduce -2.7%1,443,494$69.33MNo quoteNo quote
44PGRProgressive Corp.0.87%Reduce -0.9%956,173$69.22M$72.39No quote
45NOKNokia Corp. ADR0.84%Reduce -18.0%17,990,370$66.74M$3.71No quote
46SLCAU.S. Silica Holdings, Inc.0.83%Reduce -4.9%10,778,483$66.29MNo quoteNo quote
47MASMasco Corporation0.72%Add +1.7%1,193,432$57.27M$47.99No quote
48PXDPioneer Natural Resources Co0.72%Reduce -2.9%378,120$57.24MNo quoteNo quote
49GSKGlaxoSmithKline plc ADR0.69%Reduce -18.5%1,167,412$54.86M$46.99No quote
50ATGEAdtalem Global Education, Inc.0.69%Add +64.1%1,565,767$54.76MNo quoteNo quote
51WTWWillis Towers Watson plc0.69%Reduce -1.3%270,542$54.63M$201.94No quote
52MSGSThe Madison Square Garden Co.0.67%Add +1.8%182,336$53.64M$294.19No quote
53HLIHoulihan Lokey, Inc.0.66%Reduce -1.2%1,080,877$52.82M$48.87No quote
54OMCOmnicom Group, Inc.0.64%Reduce -1.1%626,875$50.79M$81.02No quote
55AMGAffiliated Managers Group, Inc.0.63%Add +1.0%592,698$50.23M$84.74No quote
56JHGJanus Henderson Group plc0.61%Reduce -1.3%1,985,800$48.55M$24.45No quote
57BCOBrink's Co.0.59%Add +3.9%520,769$47.22M$90.68No quote
58MDPMeredith Corp.0.59%Add +7.7%1,444,894$46.92MNo quoteNo quote
59NOVNational Oilwell Varco0.57%Add +63.8%1,799,310$45.07M$25.05No quote
60DGXQuest Diagnostics Inc.0.54%Reduce -2.3%401,466$42.87M$106.79No quote
61ITWIllinois Tool Works, Inc.0.53%Reduce -14.3%236,721$42.52M$179.63No quote
62GNRCGenerac Holdings Inc.0.53%Reduce -11.1%421,276$42.38M$100.59No quote
63WUWestern Union Co.0.53%Add +0.6%1,573,789$42.15M$26.78No quote
64KMXCarMax Inc.0.53%Add +14.0%477,550$41.87M$87.67No quote
65CHLChina Mobile Ltd. ADR0.51%Reduce -10.5%964,353$40.76MNo quoteNo quote
66CAHCardinal Health, Inc.0.44%Reduce -19.3%694,625$35.13M$50.58No quote
67VEAVanguard FTSE Developed ETF0.43%Reduce -1.8%769,899$33.92M$44.06No quote
68MEIMethode Electronics Inc.0.42%Reduce -6.7%856,782$33.71MNo quoteNo quote
69CCLCarnival Corp0.40%New621,390$31.59M$50.83No quote
70FLRFluor Corp.0.39%Reduce -0.7%1,651,998$31.19M$18.88No quote
71TPRTapestry, Inc.0.36%Add +0.8%1,067,575$28.79M$26.97No quote
72BRCBrady Corp.0.36%Reduce -11.6%497,354$28.48M$57.26No quote
73TIFTiffany & Co.0.32%Reduce -46.9%188,015$25.13MNo quoteNo quote
74JWNNordstrom, Inc.0.31%Reduce -1.3%599,301$24.53MNo quoteNo quote
75KFYKorn/Ferry International0.29%Add +12.1%537,522$22.79M$42.40No quote
76TISITeam, Inc.0.27%Reduce -6.2%1,358,122$21.69MNo quoteNo quote
77TSTenaris ADR0.26%Reduce -11.9%929,806$21.05MNo quoteNo quote
78BSACBanco Santander-Chile ADR0.23%Add +0.1%786,020$18.13MNo quoteNo quote
79TILEInterface, Inc.0.23%Reduce -2.9%1,082,675$17.96M$16.59No quote
80BXBlackstone Group Inc0.22%Reduce -33.9%308,156$17.24M$55.94No quote
81USBU.S. Bancorp0.21%Add +0.8%285,694$16.94M$59.29No quote
82FLFoot Locker, Inc.0.21%Add +60.8%431,483$16.82MNo quoteNo quote
83IWNiShares Russell 2000V ETF0.21%Add +55.8%129,375$16.64M$128.58No quote
84FICOFair Isaac Corp.0.19%Reduce -20.5%40,602$15.21M$374.69No quote
85KINKindred Biosciences, Inc.0.19%Reduce -6.6%1,781,770$15.11MNo quoteNo quote
86COSTCostco Wholesale Corp.0.17%Add +0.8%44,912$13.2M$293.93No quote
87COWNCowen Inc.0.14%Add +1.2%718,116$11.31MNo quoteNo quote
88ORBCORBCOMM, Inc.0.14%Add +26.2%2,615,186$11.01MNo quoteNo quote
89HMNHorace Mann Educators Corp.0.14%Add +2.5%251,450$10.98MNo quoteNo quote
90BTNBallantyne Strong, Inc.0.14%Add +10.6%3,373,559$10.93MNo quoteNo quote
91ORCLOracle Corp.0.13%Add +1.0%196,257$10.4M$52.98No quote
92RSTRosetta Stone Inc.0.12%Reduce -0.1%544,187$9.87MNo quoteNo quote
93LMTLockheed Martin Corp.0.12%Add +2.1%24,812$9.66M$389.37No quote
94CNTYCentury Casinos, Inc.0.12%Add +1.2%1,196,287$9.48MNo quoteNo quote
95MATWMatthews Intl Corp.0.11%Reduce -1.9%227,439$8.68M$38.17No quote
96HNGRHanger, Inc.0.11%Reduce -35.8%311,370$8.6MNo quoteNo quote
97GSGoldman Sachs Group, Inc.0.10%Add +1.1%36,087$8.3M$229.92No quote
98AXEAnixter Intl, Inc.0.10%Reduce -87.3%89,541$8.25MNo quoteNo quote
99MINDMitcham Industries, Inc.0.10%Add +1.4%2,872,310$8.24MNo quoteNo quote
100RNWKRealNetworks, Inc.0.09%Add +20.8%6,020,322$7.22MNo quoteNo quote
101MOSMosaic Co.0.08%Add +3.9%309,575$6.7M$21.64No quote
102GAIAGaia, Inc.0.08%Reduce -3.9%803,026$6.42MNo quoteNo quote
103TURN180 Degree Capital Corp.0.08%Add +2.2%2,978,818$6.4MNo quoteNo quote
104ICEIntercontinentalExchange, Inc.0.08%Add +0.9%67,451$6.24M$92.56No quote
105PRCPPerceptron, Inc.0.08%Add +23.4%1,110,702$6.11MNo quoteNo quote
106ACTGAcacia Research Corp.0.07%Reduce -8.8%2,214,854$5.89MNo quoteNo quote
107LAKELakeland Industries, Inc.0.07%Reduce -1.9%540,752$5.84MNo quoteNo quote
108GRBKGreen Brick Partners Inc.0.07%Reduce -36.4%502,898$5.77M$11.48No quote
109TRCTejon Ranch Co.0.07%Reduce -3.5%334,135$5.34MNo quoteNo quote
110CPIXCumberland Pharmaceuticals, Inc.0.07%Add +5.4%1,010,220$5.2MNo quoteNo quote
111STRTStrattec Security Corp.0.06%Reduce -3.5%230,507$5.12MNo quoteNo quote
112BKBank of New York Mellon Corp.0.06%Add +1.2%101,136$5.09M$50.33No quote
113SFESafeguard Scientifics Inc.0.06%Reduce -10.5%438,695$4.82MNo quoteNo quote
114XOMExxon Mobil Corp.0.06%Add +1.2%67,156$4.69M$69.78No quote
115ALOTAstroNova, Inc.0.06%Add +21.2%340,348$4.67MNo quoteNo quote
116IWMiShares Russell 2000 ETF0.05%New23,900$3.96M$165.69No quote
117GSITGSI Technology Inc.0.05%Reduce -4.3%548,581$3.89MNo quoteNo quote
118APAApache Corp.0.05%Add +13.7%150,068$3.84M$25.59No quote
119EVREvercore Inc0.05%New48,700$3.64M$74.76No quote
120QCOMQUALCOMM Inc.0.04%Add +0.8%39,387$3.48M$88.23No quote
121CSWCCapital Southwest Corp.0.04%Reduce -29.4%161,240$3.36MNo quoteNo quote
122EQCEquity Commonwealth0.04%Add +23.5%100,119$3.29MNo quoteNo quote
123MOVMovado Group Inc.0.04%Reduce -7.5%145,025$3.15MNo quoteNo quote
124ACIAAcacia Communications, Inc.0.04%Add +1.1%44,988$3.05MNo quoteNo quote
125EMKREMCORE Corporation0.04%Reduce -11.7%982,052$2.99MNo quoteNo quote
126ZAGGZAGG Inc0.04%New362,275$2.94MNo quoteNo quote
127VTVanguard Total World Stock Index Fd (ETF)0.04%Reduce -85.2%35,839$2.9M$81.00No quote
128JCAPJernigan Capital, Inc.0.04%Add +27.6%148,346$2.84MNo quoteNo quote
129ENZEnzo Biochem, Inc.0.03%Reduce -5.9%965,584$2.54MNo quoteNo quote
130NVSNovartis AG ADR0.03%Reduce -8.9%26,138$2.48M$94.69No quote
131WAASAquaVenture Holdings Limited0.03%Reduce -23.8%85,554$2.32MNo quoteNo quote
132SYNCSynacor, Inc.0.03%Reduce -13.2%1,343,867$2.04MNo quoteNo quote
133ALYAAlithya Group Inc.0.02%Reduce -48.7%688,778$1.92MNo quoteNo quote
134FNFabrinet0.02%-29,376$1.91M$64.85No quote
135IDCCInterDigital Inc.0.02%New30,119$1.64M$54.48No quote
136OESXOrion Energy Systems, Inc.0.02%Reduce -28.5%436,448$1.46MNo quoteNo quote
137CVUCPI Aerostructures, Inc.0.02%Reduce -34.7%207,452$1.4MNo quoteNo quote
138ACWXISHARES MSCI ACWI EX US ETF0.01%-22,999$1.13M$49.13No quote
139PCTIPCTEL, Inc.0.01%Reduce -62.4%126,478$1.07MNo quoteNo quote
140GLAEGlassBridge Enterprises Inc.0.01%New3,883$971KNo quoteNo quote
141GIFIGulf Island Fabrication, Inc.0.01%Reduce -20.2%161,538$819KNo quoteNo quote
142PCYOPure Cycle Corp.0.01%Reduce -15.0%61,901$779KNo quoteNo quote
143RBCNRubicon Technology, Inc.0.01%Reduce -27.7%78,078$650KNo quoteNo quote
144RUBIThe Rubicon Project, Inc.0.00%Reduce -38.3%33,130$270KNo quoteNo quote
145AXTIAXT Inc.0.00%Reduce -27.6%49,933$217K$4.35No quote
146CRWSCrown Crafts, Inc.0.00%Reduce -43.5%32,253$198KNo quoteNo quote
151VIABViacom, Inc.-Sold0$0No quoteNo quote
150TMOThermo Fisher Scientific, Inc.-Sold0$0No quoteNo quote
149DRADDigirad Corp.-Sold0$0No quoteNo quote
148CBSCBS Corp.-Sold0$0No quoteNo quote
147ASPNAspen Aerogels Inc.-Sold0$0No quoteNo quote