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 92 of 158 rows. Rows without a quote are marked unavailable.
| 1 | PM | Philip Morris Intl, Inc. | 5.36% | Add +10.1% | 4,186,300 | $305.43M | $72.96 | |
| 2 | MSFT | Microsoft Corp. | 4.97% | Reduce -14.1% | 1,797,885 | $283.54M | $157.71 | |
| 3 | BIDU | Baidu, Inc. ADR | 3.79% | Add +18.8% | 2,141,373 | $215.83M | $100.79 | |
| 4 | GILD | Gilead Sciences, Inc. | 3.50% | Add +6.2% | 2,666,235 | $199.33M | $74.76 | |
| 5 | MAT | Mattel, Inc. | 2.72% | Add +15.0% | 17,599,495 | $155.05M | $8.81 | |
| 6 | IPG | Interpublic Group of Cos., Inc. | 2.63% | Add +1.9% | 9,261,081 | $149.94M | No quote | No quote |
| 7 | NTRS | Northern Trust Corp. | 2.56% | Add +8.4% | 1,931,699 | $145.77M | $75.46 | |
| 8 | SRCL | Stericycle Inc. | 2.48% | Reduce -10.8% | 2,914,645 | $141.59M | No quote | No quote |
| 9 | FAF | First American Financial Corp. | 2.40% | Reduce -10.1% | 3,226,010 | $136.82M | $42.41 | |
| 10 | LAZ | Lazard Ltd. | 2.18% | Reduce -3.1% | 5,282,628 | $124.46M | $23.56 | |
| 11 | SJM | J.M. Smucker Co. | 2.15% | Reduce -26.9% | 1,104,669 | $122.62M | $111.00 | |
| 12 | KMT | Kennametal, Inc. | 2.13% | Add +13.5% | 6,524,284 | $121.48M | $18.62 | |
| 13 | KKR | KKR & Co Inc. | 2.08% | Reduce -14.4% | 5,048,925 | $118.5M | $23.47 | |
| 14 | JNJ | Johnson & Johnson | 2.00% | Reduce -8.9% | 868,374 | $113.87M | $131.13 | |
| 15 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.93% | Add +2.4% | 600,288 | $109.75M | No quote | No quote |
| 16 | SNA | Snap-on, Inc. | 1.88% | Add +0.5% | 984,192 | $107.1M | $108.82 | |
| 17 | LH | Laboratory Corp. of America Holdings | 1.88% | Reduce -5.4% | 846,517 | $106.99M | $126.39 | |
| 18 | KEYS | Keysight Technologies, Inc. | 1.77% | Add +3.6% | 1,203,306 | $100.69M | $83.68 | |
| 19 | MSGN | MSG Networks, Inc. | 1.66% | Add +6.1% | 9,255,161 | $94.4M | No quote | No quote |
| 20 | ZBRA | Zebra Technologies Corp. | 1.61% | Add +9.1% | 498,994 | $91.62M | $183.60 | |
| 21 | NLSN | Nielsen Holdings plc | 1.59% | Reduce -5.5% | 7,244,978 | $90.85M | No quote | No quote |
| 22 | PARA | ViacomCBS Inc. | 1.52% | Add +56.3% | 6,199,771 | $86.86M | No quote | No quote |
| 23 | CRL | Charles River Laboratories Intl, Inc. | 1.52% | Reduce -19.4% | 685,583 | $86.53M | $126.21 | |
| 24 | VZ | Verizon Communications Inc. | 1.47% | Add +7.2% | 1,555,875 | $83.6M | $53.73 | |
| 25 | JLL | JLL | 1.42% | Reduce -1.3% | 802,095 | $81M | $100.98 | |
| 26 | ATGE | Adtalem Global Education, Inc. | 1.33% | Add +80.7% | 2,829,062 | $75.79M | No quote | No quote |
| 27 | PGR | Progressive Corp. | 1.17% | Reduce -5.7% | 901,632 | $66.58M | $73.84 | |
| 28 | CBRE | CBRE Group, Inc. | 1.14% | Reduce -4.2% | 1,728,199 | $65.17M | $37.71 | |
| 29 | MHK | Mohawk Industries, Inc. | 1.05% | Add +18.6% | 785,656 | $59.9M | $76.24 | |
| 30 | KN | Knowles Corporation | 1.04% | Add +23.7% | 4,436,195 | $59.36M | $13.38 | |
| 31 | BOKF | BOK Financial Corp. | 1.02% | Add +12.3% | 1,369,393 | $58.28M | $42.56 | |
| 32 | TAP | Molson Coors Beverage Co | 1.02% | Reduce -21.5% | 1,486,161 | $57.98M | $39.01 | |
| 33 | SSD | Simpson Manufacturing Co., Inc. | 1.00% | Reduce -28.5% | 922,707 | $57.19M | $61.98 | |
| 34 | BIO | Bio-Rad Laboratories, Inc. | 0.98% | Reduce -29.9% | 158,814 | $55.67M | $350.56 | |
| 35 | NOK | Nokia Corp. ADR | 0.97% | Reduce -0.8% | 17,838,921 | $55.3M | $3.10 | |
| 36 | SWK | Stanley Black & Decker, Inc. | 0.96% | Reduce -9.9% | 546,728 | $54.67M | $100.00 | |
| 37 | AFL | Aflac, Inc. | 0.95% | Reduce -0.5% | 1,589,373 | $54.42M | $34.24 | |
| 38 | TGNA | TEGNA, Inc. | 0.95% | Reduce -21.2% | 4,986,967 | $54.16M | No quote | No quote |
| 39 | DOX | Amdocs Ltd. | 0.94% | Reduce -0.2% | 970,246 | $53.33M | $54.97 | |
| 40 | BWA | BorgWarner, Inc. | 0.93% | Add +8.9% | 2,165,104 | $52.76M | $24.37 | |
| 41 | LFUS | Littelfuse, Inc. | 0.92% | Reduce -3.1% | 393,593 | $52.51M | $133.42 | |
| 42 | NVST | Envista Holdings Corp | 0.91% | New | 3,487,094 | $52.1M | $14.94 | |
| 43 | EOG | EOG Resources Inc. | 0.87% | Add +46.1% | 1,386,759 | $49.81M | $35.92 | |
| 44 | ZBH | Zimmer Biomet Holdings, Inc. | 0.84% | Reduce -9.1% | 476,068 | $48.12M | $101.08 | |
| 45 | DGX | Quest Diagnostics Inc. | 0.83% | Add +47.5% | 592,375 | $47.57M | $80.30 | |
| 46 | MTN | Vail Resorts Inc | 0.81% | New | 312,781 | $46.2M | $147.71 | |
| 47 | GSK | GlaxoSmithKline plc ADR | 0.78% | Add +0.0% | 1,167,730 | $44.25M | $37.89 | |
| 48 | MSGS | The Madison Square Garden Co. | 0.74% | Add +9.9% | 200,315 | $42.35M | $211.41 | |
| 49 | MAS | Masco Corporation | 0.72% | Reduce -0.7% | 1,184,624 | $40.95M | $34.57 | |
| 50 | AMG | Affiliated Managers Group, Inc. | 0.68% | Add +11.2% | 659,154 | $38.98M | $59.14 | |
| 51 | HLI | Houlihan Lokey, Inc. | 0.68% | Reduce -31.2% | 743,857 | $38.77M | $52.12 | |
| 52 | VEA | Vanguard FTSE Developed ETF | 0.62% | Add +37.8% | 1,060,742 | $35.37M | $33.34 | |
| 53 | WTW | Willis Towers Watson plc | 0.61% | Reduce -24.7% | 203,837 | $34.62M | $169.85 | |
| 54 | MDP | Meredith Corp. | 0.60% | Add +94.5% | 2,809,966 | $34.34M | No quote | No quote |
| 55 | CAH | Cardinal Health, Inc. | 0.60% | Add +2.4% | 711,463 | $34.11M | $47.94 | |
| 56 | CHL | China Mobile Ltd. ADR | 0.55% | Reduce -13.6% | 833,636 | $31.4M | No quote | No quote |
| 57 | OMC | Omnicom Group, Inc. | 0.55% | Reduce -8.9% | 570,989 | $31.35M | $54.90 | |
| 58 | JHG | Janus Henderson Group plc | 0.55% | Add +2.5% | 2,035,755 | $31.19M | $15.32 | |
| 59 | RCL | Royal Caribbean Cruises Ltd. | 0.54% | Add +43.6% | 950,791 | $30.59M | $32.17 | |
| 60 | GNRC | Generac Holdings Inc. | 0.53% | Reduce -23.2% | 323,718 | $30.16M | $93.17 | |
| 61 | KMX | CarMax Inc. | 0.52% | Add +15.0% | 549,013 | $29.55M | $53.83 | |
| 62 | BCO | Brink's Co. | 0.50% | Add +5.3% | 548,273 | $28.54M | $52.05 | |
| 63 | SCHW | The Charles Schwab Corporation | 0.45% | New | 761,173 | $25.59M | $33.62 | |
| 64 | MEI | Methode Electronics Inc. | 0.44% | Add +9.6% | 939,030 | $24.82M | No quote | No quote |
| 65 | SLB | Schlumberger Ltd. | 0.41% | Reduce -0.3% | 1,739,797 | $23.47M | $13.49 | |
| 66 | FL | Foot Locker, Inc. | 0.39% | Add +135.3% | 1,015,346 | $22.39M | No quote | No quote |
| 67 | TPR | Tapestry, Inc. | 0.37% | Add +53.8% | 1,642,101 | $21.27M | $12.95 | |
| 68 | BRC | Brady Corp. | 0.35% | Reduce -10.2% | 446,620 | $20.16M | $45.13 | |
| 69 | SLCA | U.S. Silica Holdings, Inc. | 0.35% | Add +3.5% | 11,155,583 | $20.08M | No quote | No quote |
| 70 | GS | Goldman Sachs Group, Inc. | 0.35% | Add +256.0% | 128,480 | $19.86M | $154.59 | |
| 71 | NOV | National Oilwell Varco | 0.32% | Add +2.1% | 1,837,185 | $18.06M | $9.83 | |
| 72 | KFY | Korn/Ferry International | 0.29% | Add +27.5% | 685,482 | $16.67M | $24.32 | |
| 73 | CCL | Carnival Corp | 0.24% | Add +68.4% | 1,046,230 | $13.78M | $13.17 | |
| 74 | EQC | Equity Commonwealth | 0.23% | Add +311.6% | 412,102 | $13.07M | No quote | No quote |
| 75 | BX | Blackstone Group Inc | 0.22% | Reduce -11.1% | 274,046 | $12.49M | $45.57 | |
| 76 | ITW | Illinois Tool Works, Inc. | 0.22% | Reduce -63.2% | 87,025 | $12.37M | $142.12 | |
| 77 | MTSC | MTS Systems Corp. | 0.21% | Reduce -62.9% | 535,552 | $12.05M | No quote | No quote |
| 78 | BSAC | Banco Santander-Chile ADR | 0.21% | - | 786,020 | $11.89M | No quote | No quote |
| 79 | FICO | Fair Isaac Corp. | 0.18% | Reduce -18.2% | 33,204 | $10.22M | $307.70 | |
| 80 | DFS | Discover Financial Services | 0.18% | New | 283,404 | $10.11M | No quote | No quote |
| 81 | TISI | Team, Inc. | 0.17% | Add +11.5% | 1,514,101 | $9.84M | No quote | No quote |
| 82 | USB | U.S. Bancorp | 0.17% | Reduce -0.3% | 284,933 | $9.82M | $34.45 | |
| 83 | HMN | Horace Mann Educators Corp. | 0.16% | Reduce -0.2% | 250,965 | $9.18M | No quote | No quote |
| 84 | IWN | iShares Russell 2000V ETF | 0.16% | Reduce -15.1% | 109,800 | $9.01M | $82.03 | |
| 85 | ORCL | Oracle Corp. | 0.15% | Reduce -8.9% | 178,755 | $8.64M | $48.33 | |
| 86 | RST | Rosetta Stone Inc. | 0.15% | Add +9.6% | 596,337 | $8.36M | No quote | No quote |
| 87 | GAIA | Gaia, Inc. | 0.14% | Add +13.1% | 908,327 | $8.07M | No quote | No quote |
| 88 | LMT | Lockheed Martin Corp. | 0.14% | Reduce -4.5% | 23,706 | $8.04M | $338.94 | |
| 89 | TS | Tenaris ADR | 0.14% | Reduce -28.3% | 666,657 | $8.03M | No quote | No quote |
| 90 | JWN | Nordstrom, Inc. | 0.14% | Reduce -13.6% | 517,859 | $7.94M | No quote | No quote |
| 91 | COWN | Cowen Inc. | 0.13% | Add +9.5% | 786,548 | $7.6M | No quote | No quote |
| 92 | BMY | Bristol-Myers Squibb Co. | 0.13% | New | 134,506 | $7.5M | $55.74 | |
| 93 | WU | Western Union Co. | 0.13% | Reduce -74.3% | 405,139 | $7.35M | $18.13 | |
| 94 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.13% | New | 668,008 | $7.32M | $10.96 | |
| 95 | KIN | Kindred Biosciences, Inc. | 0.12% | Reduce -0.3% | 1,776,477 | $7.11M | No quote | No quote |
| 96 | OSW | OneSpaWorld Holdings Limited | 0.12% | New | 1,725,487 | $7.01M | $4.06 | |
| 97 | ACIA | Acacia Communications, Inc. | 0.12% | Add +126.5% | 101,912 | $6.85M | No quote | No quote |
| 98 | CHKP | Check Point Software Technologies Ltd. | 0.12% | New | 66,412 | $6.68M | $100.54 | |
| 99 | ORBC | ORBCOMM, Inc. | 0.12% | Add +4.4% | 2,731,365 | $6.67M | No quote | No quote |
| 100 | MATW | Matthews Intl Corp. | 0.11% | Add +9.3% | 248,556 | $6.01M | $24.19 | No quote |
| 101 | BTN | Ballantyne Strong, Inc. | 0.10% | Add +1.4% | 3,422,031 | $5.85M | No quote | No quote |
| 102 | QCOM | QUALCOMM Inc. | 0.10% | Add +118.3% | 85,972 | $5.82M | $67.65 | |
| 103 | ICE | IntercontinentalExchange, Inc. | 0.10% | Reduce -0.3% | 67,272 | $5.43M | $80.75 | |
| 104 | HNGR | Hanger, Inc. | 0.09% | Add +2.9% | 320,294 | $4.99M | No quote | No quote |
| 105 | ACTG | Acacia Research Corp. | 0.09% | - | 2,214,854 | $4.92M | No quote | No quote |
| 106 | TRC | Tejon Ranch Co. | 0.08% | Reduce -0.5% | 332,549 | $4.68M | No quote | No quote |
| 107 | MOS | Mosaic Co. | 0.08% | Add +33.6% | 413,608 | $4.48M | $10.82 | |
| 108 | RNWK | RealNetworks, Inc. | 0.08% | Add +1.0% | 6,083,130 | $4.44M | No quote | No quote |
| 109 | TURN | 180 Degree Capital Corp. | 0.07% | Reduce -1.0% | 2,948,659 | $4.01M | No quote | No quote |
| 110 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.07% | Add +7.3% | 1,084,223 | $3.94M | No quote | No quote |
| 111 | COST | Costco Wholesale Corp. | 0.07% | Reduce -70.9% | 13,061 | $3.72M | $285.12 | |
| 112 | MIND | Mitcham Industries, Inc. | 0.06% | Add +1.3% | 2,908,648 | $3.64M | No quote | No quote |
| 113 | GRBK | Green Brick Partners Inc. | 0.06% | Reduce -14.2% | 431,418 | $3.47M | $8.05 | |
| 114 | GSIT | GSI Technology Inc. | 0.06% | Reduce -9.9% | 494,400 | $3.44M | No quote | No quote |
| 115 | PRCP | Perceptron, Inc. | 0.06% | Add +7.0% | 1,187,854 | $3.42M | No quote | No quote |
| 116 | BK | Bank of New York Mellon Corp. | 0.06% | - | 101,136 | $3.41M | $33.68 | |
| 117 | NVS | Novartis AG ADR | 0.06% | Add +57.3% | 41,104 | $3.39M | $82.45 | |
| 118 | STRT | Strattec Security Corp. | 0.06% | Reduce -0.9% | 228,373 | $3.31M | No quote | No quote |
| 119 | CSCO | Cisco Systems, Inc. | 0.06% | New | 80,659 | $3.17M | $39.31 | |
| 120 | MIDD | The Middleby Corporation | 0.05% | New | 54,936 | $3.13M | $56.88 | |
| 121 | SEIC | SEI Investments Co | 0.05% | New | 67,378 | $3.12M | $46.34 | |
| 122 | CNTY | Century Casinos, Inc. | 0.05% | Add +3.8% | 1,241,271 | $2.99M | No quote | No quote |
| 123 | ALOT | AstroNova, Inc. | 0.05% | Add +9.3% | 371,866 | $2.89M | No quote | No quote |
| 124 | XOM | Exxon Mobil Corp. | 0.05% | Add +11.8% | 75,098 | $2.85M | $37.96 | |
| 125 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.05% | Add +22.3% | 43,844 | $2.75M | $62.79 | |
| 126 | EVR | Evercore Inc | 0.04% | Add +12.7% | 54,900 | $2.53M | $46.07 | No quote |
| 127 | PCYO | Pure Cycle Corp. | 0.04% | Add +254.7% | 219,556 | $2.45M | No quote | No quote |
| 128 | SFE | Safeguard Scientifics Inc. | 0.04% | Add +0.2% | 439,615 | $2.44M | No quote | No quote |
| 129 | ZAGG | ZAGG Inc | 0.04% | Add +114.4% | 776,601 | $2.42M | No quote | No quote |
| 130 | EMKR | EMCORE Corporation | 0.04% | Add +0.3% | 985,327 | $2.21M | No quote | No quote |
| 131 | ENZ | Enzo Biochem, Inc. | 0.04% | Reduce -9.9% | 870,079 | $2.2M | No quote | No quote |
| 132 | LAKE | Lakeland Industries, Inc. | 0.04% | Reduce -74.2% | 139,544 | $2.16M | No quote | No quote |
| 133 | MOV | Movado Group Inc. | 0.03% | Add +3.2% | 149,625 | $1.77M | No quote | No quote |
| 134 | CSWC | Capital Southwest Corp. | 0.03% | Reduce -7.0% | 149,989 | $1.71M | No quote | No quote |
| 135 | JCAP | Jernigan Capital, Inc. | 0.03% | Add +0.3% | 148,796 | $1.63M | No quote | No quote |
| 136 | BKNG | Booking Holdings Inc. | 0.03% | New | 1,125 | $1.51M | $1344.89 | |
| 137 | SYNC | Synacor, Inc. | 0.03% | Add +8.4% | 1,456,508 | $1.49M | No quote | No quote |
| 138 | IDCC | InterDigital Inc. | 0.02% | - | 30,119 | $1.34M | $44.62 | No quote |
| 139 | APA | Apache Corp. | 0.02% | Add +51.0% | 226,670 | $947K | $4.18 | |
| 140 | OESX | Orion Energy Systems, Inc. | 0.02% | Reduce -44.0% | 244,479 | $905K | No quote | No quote |
| 141 | ALYA | Alithya Group Inc. | 0.01% | Reduce -35.3% | 445,779 | $776K | No quote | No quote |
| 142 | FN | Fabrinet | 0.01% | Reduce -59.9% | 11,774 | $642K | $54.53 | |
| 143 | PCTI | PCTEL, Inc. | 0.01% | Reduce -26.1% | 93,427 | $621K | No quote | No quote |
| 144 | RBCN | Rubicon Technology, Inc. | 0.01% | Reduce -14.7% | 66,568 | $514K | No quote | No quote |
| 145 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | Reduce -2.3% | 157,838 | $474K | No quote | No quote |
| 146 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.00% | Reduce -74.8% | 5,804 | $219K | $37.73 | |
| 147 | CRWS | Crown Crafts, Inc. | 0.00% | Reduce -14.7% | 27,524 | $132K | No quote | No quote |
| 148 | AXTI | AXT Inc. | 0.00% | Reduce -36.3% | 31,823 | $102K | $3.21 | |
| 158 | TIF | Tiffany & Co. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | RUBI | The Rubicon Project, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 156 | PXD | Pioneer Natural Resources Co | - | Sold | 0 | $0 | No quote | No quote |
| 155 | IWM | iShares Russell 2000 ETF | - | Sold | 0 | $0 | No quote | No quote |
| 154 | TILE | Interface, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 153 | GLAE | GlassBridge Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 152 | FLR | Fluor Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 151 | CVU | CPI Aerostructures, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 150 | WAAS | AquaVenture Holdings Limited | - | Sold | 0 | $0 | No quote | No quote |
| 149 | AXE | Anixter Intl, Inc. | - | Sold | 0 | $0 | No quote | No quote |