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.
Get email alerts when Ariel Investments files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 83 of 148 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | BAIDU INC-SP ADR | 7.14% | Add +2.9% | 2,930,586 | $633.71M | $216.24 | |
| 2 | PM | PHILIP MORRIS INTL INC | 4.11% | Reduce -3.5% | 4,408,951 | $365.02M | $82.79 | |
| 3 | MSFT | MICROSOFT CORP | 3.57% | Reduce -9.7% | 1,423,200 | $316.55M | $222.42 | |
| 4 | MAT | MATTEL INC | 3.13% | Reduce -7.5% | 15,926,754 | $277.92M | $17.45 | |
| 5 | NVST | ENVISTA HOLDINGS CORP | 2.69% | Add +2.7% | 7,078,143 | $238.75M | $33.73 | |
| 6 | LAZ | LAZARD LTD CL A | 2.64% | Add +0.7% | 5,541,371 | $234.4M | $42.30 | |
| 7 | IPG | INTERPUBLIC GROUP COS | 2.58% | Add +1.7% | 9,742,138 | $229.14M | No quote | No quote |
| 8 | NLSN | NIELSEN HLDGS PLC | 2.57% | Add +44.2% | 10,927,743 | $228.06M | No quote | No quote |
| 9 | FAF | FIRST AMERN FINL CORP | 2.54% | Add +23.8% | 4,368,561 | $225.55M | $51.63 | |
| 10 | KMT | KENNAMETAL INC | 2.50% | Add +2.9% | 6,113,401 | $221.55M | $36.24 | |
| 11 | SPHR | MADISON SQUARE GRDN ENTERTNM | 2.49% | Add +31.9% | 2,107,380 | $221.36M | $105.04 | |
| 12 | SRCL | STERICYCLE INC | 2.42% | Add +4.8% | 3,100,084 | $214.93M | No quote | No quote |
| 13 | SNA | SNAP-ON INC | 2.08% | Add +7.2% | 1,078,202 | $184.52M | $171.14 | |
| 14 | GILD | GILEAD SCIENCES INC | 1.96% | Add +14.4% | 2,978,954 | $173.55M | $58.26 | |
| 15 | MHK | MOHAWK INDS | 1.94% | Add +8.2% | 1,220,516 | $172.03M | $140.95 | |
| 16 | BOKF | BOK FINL CORP | 1.90% | Add +12.4% | 2,462,077 | $168.6M | $68.48 | |
| 17 | NTRS | NORTHERN TR CORP | 1.80% | Reduce -2.9% | 1,719,296 | $160.14M | $93.14 | |
| 18 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 1.71% | Reduce -8.1% | 653,169 | $151.45M | No quote | No quote |
| 19 | JLL | JONES LANG LASALLE INC | 1.70% | Add +12.4% | 1,017,386 | $150.95M | $148.37 | |
| 20 | MSGN | MSG NETWORKS INC CL A | 1.68% | Add +1.6% | 10,133,713 | $149.37M | No quote | No quote |
| 21 | JNJ | JOHNSON & JOHNSON CO | 1.61% | Add +4.3% | 907,443 | $142.81M | $157.38 | |
| 22 | LH | LABORATORY CORP AMER HLDGS | 1.59% | Reduce -0.7% | 691,256 | $140.71M | $203.55 | |
| 23 | KKR | KKR & CO INC | 1.56% | Reduce -4.3% | 3,411,548 | $138.13M | $40.49 | |
| 24 | PARA | VIACOMCBS INC CL B | 1.55% | Reduce -9.4% | 3,690,127 | $137.49M | No quote | No quote |
| 25 | CLB | CORE LABORATORIES N V | 1.35% | Add +42.1% | 4,521,001 | $119.85M | $26.51 | |
| 26 | BCO | BRINKS CO | 1.35% | Add +27.3% | 1,663,475 | $119.77M | $72.00 | |
| 27 | SJM | SMUCKER JM CO | 1.25% | Reduce -4.7% | 963,094 | $111.33M | $115.60 | |
| 28 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.23% | Reduce -3.5% | 827,634 | $109.32M | $132.09 | |
| 29 | TGNA | TEGNA INC | 1.19% | Add +7.8% | 7,555,142 | $105.39M | No quote | No quote |
| 30 | CRL | CHARLES RIVER LABS INTL INC | 1.16% | Reduce -15.8% | 412,866 | $103.16M | $249.86 | |
| 31 | CBRE | CBRE GROUP INC CL A | 1.16% | Reduce -10.2% | 1,640,207 | $102.87M | $62.72 | |
| 32 | MTN | VAIL RESORTS | 1.10% | Reduce -8.3% | 351,518 | $98.06M | $278.96 | |
| 33 | LFUS | LITTELFUSE INC | 1.04% | Reduce -4.5% | 363,328 | $92.53M | $254.66 | |
| 34 | FLIR | FLIR SYS INC | 1.04% | Add +232.3% | 2,100,295 | $92.06M | No quote | No quote |
| 35 | ATGE | ADTALEM GLOBAL ED INC | 0.97% | Reduce -17.1% | 2,542,875 | $86.33M | No quote | No quote |
| 36 | KN | KNOWLES CORP | 0.97% | Add +1.9% | 4,648,684 | $85.68M | $18.43 | |
| 37 | MDP | MEREDITH CORP | 0.96% | Add +19.5% | 4,453,221 | $85.5M | No quote | No quote |
| 38 | OSW | ONESPAWORLD HOLDINGS LIMITED | 0.93% | Add +34.0% | 8,177,824 | $82.92M | $10.14 | |
| 39 | AMG | AFFILIATED MANAGERS GROUP INC | 0.91% | Add +5.6% | 791,454 | $80.49M | $101.70 | |
| 40 | GS | GOLDMAN SACHS GROUP INC | 0.86% | Reduce -0.3% | 289,635 | $76.38M | $263.71 | |
| 41 | DOX | AMDOCS LTD | 0.83% | Reduce -8.0% | 1,037,873 | $73.62M | $70.93 | |
| 42 | JHG | JANUS HENDERSON GROUP PLC | 0.82% | Add +8.7% | 2,227,867 | $72.43M | $32.51 | |
| 43 | VZ | VERIZON COMMUNICTIONS INC | 0.76% | Reduce -18.1% | 1,146,984 | $67.39M | $58.75 | |
| 44 | BWA | BORGWARNER INC | 0.76% | Reduce -6.4% | 1,741,960 | $67.31M | $38.64 | |
| 45 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.75% | Reduce -9.4% | 430,618 | $66.35M | $154.09 | |
| 46 | ZBRA | ZEBRA TECHNOLOGIES CORP CL A | 0.74% | Reduce -27.1% | 170,654 | $65.59M | $384.33 | |
| 47 | AFL | AFLAC INC | 0.73% | Reduce -6.0% | 1,465,539 | $65.17M | $44.47 | |
| 48 | SLCA | US SILICA HLDGS INC | 0.71% | Add +2.1% | 8,960,928 | $62.91M | No quote | No quote |
| 49 | VEA | VANGUARD FTSE DEV MKTS ETF | 0.70% | Add +62.7% | 1,322,252 | $62.42M | $47.21 | |
| 50 | PGR | PROGRESSIVE CORP | 0.69% | Reduce -15.9% | 623,354 | $61.64M | $98.88 | |
| 51 | SCHW | SCHWAB CHARLES CORP | 0.69% | Reduce -8.1% | 1,151,827 | $61.09M | $53.04 | |
| 52 | MAS | MASCO CORP | 0.67% | Add +3.2% | 1,079,607 | $59.3M | $54.93 | |
| 53 | SSD | SIMPSON MANUFACTURING CORP | 0.66% | Add +7.7% | 624,907 | $58.4M | $93.45 | |
| 54 | SWK | STANLEY BLACK & DECKER INC | 0.64% | Reduce -22.0% | 318,910 | $56.95M | $178.56 | |
| 55 | NTAP | NETAPP INC | 0.56% | Reduce -7.0% | 748,792 | $49.6M | $66.24 | |
| 56 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.53% | Add +48.9% | 1,190,065 | $47.46M | No quote | No quote |
| 57 | TPR | TAPESTRY INC | 0.51% | Reduce -10.2% | 1,468,077 | $45.63M | $31.08 | |
| 58 | CAH | CARDINAL HEALTH INC | 0.50% | Add +17.5% | 827,647 | $44.33M | $53.56 | |
| 59 | CHKP | CHECK POINT SOFTWARE TECH LTD | 0.50% | Add +29.9% | 331,912 | $44.12M | $132.91 | |
| 60 | BAP | CREDICORP LTD | 0.47% | Add +44.4% | 253,152 | $41.52M | $164.02 | |
| 61 | MEI | METHODE ELECTRS INC | 0.44% | Add +11.2% | 1,025,932 | $39.27M | No quote | No quote |
| 62 | KMX | CARMAX INC | 0.43% | Add +23.2% | 403,267 | $38.09M | $94.46 | |
| 63 | EQC | EQUITY COMWLTH | 0.42% | Add +55.1% | 1,351,000 | $36.86M | No quote | No quote |
| 64 | KFY | KORN FERRY | 0.41% | Add +11.8% | 841,966 | $36.63M | $43.50 | |
| 65 | RCL | ROYAL CARIBBEAN GROUP | 0.41% | Add +3.6% | 485,469 | $36.26M | $74.69 | |
| 66 | MSGS | MADISON SQUARE GRDN SPRT CORP | 0.37% | Add +20.0% | 180,145 | $33.17M | $184.10 | |
| 67 | NOK | NOKIA CORP ADR | 0.36% | Reduce -43.5% | 8,206,588 | $32.09M | $3.91 | |
| 68 | BRC | BRADY CORP CL A | 0.34% | Add +36.8% | 575,094 | $30.38M | $52.82 | |
| 69 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 0.32% | Add +16.4% | 1,130,782 | $28.76M | $25.43 | |
| 70 | BIO | BIO-RAD LABS CL A | 0.32% | Reduce -23.4% | 49,311 | $28.75M | $582.93 | |
| 71 | EVR | EVERCORE INC | 0.32% | Add +35.6% | 260,183 | $28.53M | $109.64 | No quote |
| 72 | HLI | HOULIHAN LOKEY INC CL A | 0.30% | Reduce -23.7% | 398,231 | $26.77M | $67.23 | |
| 73 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 0.30% | Add +138.1% | 201,217 | $26.51M | $131.75 | |
| 74 | OMC | OMNICOM GROUP INC | 0.29% | Reduce -7.9% | 411,388 | $25.66M | $62.37 | |
| 75 | TISI | TEAM INC | 0.26% | Add +13.9% | 2,124,478 | $23.16M | No quote | No quote |
| 76 | WTW | WILLIS TOWERS WATSON PLC | 0.25% | Reduce -25.5% | 104,184 | $21.95M | $210.68 | |
| 77 | MIDD | MIDDLEBY CORP | 0.24% | Add +17.8% | 166,234 | $21.43M | $128.92 | |
| 78 | GSK | GLAXOSMITHKLINE PLC ADR | 0.24% | Reduce -33.1% | 578,882 | $21.3M | $36.80 | |
| 79 | NOV | NATL OILWELL VARCO INC | 0.23% | New | 1,476,193 | $20.27M | $13.73 | |
| 80 | TAP | MOLSON COOR BEVERAGE CL B | 0.22% | Reduce -8.3% | 428,588 | $19.37M | $45.19 | |
| 81 | MTSC | MTS SYSTEMS CORP | 0.20% | Reduce -45.1% | 300,551 | $17.48M | No quote | No quote |
| 82 | FL | FOOT LOCKER INC | 0.18% | Reduce -55.2% | 395,302 | $15.99M | No quote | No quote |
| 83 | BSAC | BANCO SANTANER ADR | 0.18% | Reduce -0.8% | 841,567 | $15.98M | No quote | No quote |
| 84 | BMY | BRISTOL-MYERS SQUIBB CO | 0.18% | Reduce -21.4% | 254,798 | $15.81M | $62.03 | |
| 85 | VOD | VODAFONE GROUP PLC -ADR | 0.15% | Reduce -15.3% | 826,746 | $13.63M | No quote | No quote |
| 86 | HMN | HORACE MANN EDUCATORS CORP | 0.15% | Add +19.5% | 308,202 | $12.96M | No quote | No quote |
| 87 | USB | US BANCORP | 0.13% | Reduce -9.8% | 255,575 | $11.91M | $46.59 | |
| 88 | ORCL | ORACLE CORP | 0.12% | - | 162,716 | $10.53M | $64.69 | |
| 89 | ORBC | ORBCOMM INC | 0.11% | Reduce -30.5% | 1,316,295 | $9.77M | No quote | No quote |
| 90 | COWN | COWEN INC CL A | 0.11% | Reduce -32.1% | 361,648 | $9.4M | No quote | No quote |
| 91 | JWN | NORDSTROM INC | 0.11% | Reduce -42.6% | 298,852 | $9.33M | No quote | No quote |
| 92 | MOS | MOSAIC CO | 0.10% | - | 392,008 | $9.02M | $23.01 | |
| 93 | WU | WESTERN UNION CO | 0.10% | - | 410,024 | $9M | $21.94 | |
| 94 | KIN | KINDRED BIOSCIENCES INC | 0.09% | Add +14.4% | 1,928,976 | $8.31M | No quote | No quote |
| 95 | MATW | MATTHEWS INT CORP CL A | 0.09% | Add +9.7% | 280,475 | $8.25M | $29.40 | No quote |
| 96 | ICE | INTERCONTINENTAL EXCHANGE INC | 0.08% | Reduce -10.4% | 59,962 | $6.91M | $115.29 | |
| 97 | HNGR | HANGER INC | 0.08% | - | 304,314 | $6.69M | No quote | No quote |
| 98 | PCYO | PURE CYCLE CORP | 0.07% | Add +23.7% | 552,591 | $6.21M | No quote | No quote |
| 99 | BK | BANK NEW YORK MELLON | 0.07% | Add +23.2% | 146,128 | $6.2M | $42.44 | |
| 100 | LMT | LOCKHEED MARTIN | 0.07% | - | 17,453 | $6.2M | $354.95 | |
| 101 | MIND | MIND TECHNOLOGY | 0.07% | Add +9.1% | 2,631,312 | $5.89M | No quote | No quote |
| 102 | CNTY | CENTURY CASINOS INC | 0.06% | Add +3.9% | 849,759 | $5.43M | No quote | No quote |
| 103 | GAIA | GAIA INC | 0.06% | Add +24.3% | 541,097 | $5.35M | No quote | No quote |
| 104 | APA | APACHE CORP | 0.06% | Add +12.4% | 373,013 | $5.29M | $14.19 | |
| 105 | RNWK | REALNETWORKS INC | 0.06% | Reduce -4.3% | 3,378,127 | $5.27M | No quote | No quote |
| 106 | BTN | BALLANTYNE STRONG INC | 0.06% | Reduce -2.7% | 2,583,100 | $5.2M | No quote | No quote |
| 107 | TURN | 180 DEGREE CAP CORP | 0.06% | New | 2,317,898 | $5.15M | No quote | No quote |
| 108 | TRC | TEJON RANCH CO | 0.05% | Add +0.9% | 277,400 | $4.01M | No quote | No quote |
| 109 | EMKR | EMCORE CORP | 0.04% | Reduce -7.2% | 692,171 | $3.77M | No quote | No quote |
| 110 | ALOT | ASTRONOVA INC | 0.04% | Add +6.2% | 321,363 | $3.42M | No quote | No quote |
| 111 | GSIT | GSI TECHNOLOGY | 0.04% | Add +12.7% | 452,720 | $3.35M | No quote | No quote |
| 112 | CSCO | CISCO SYSTEMS | 0.04% | Reduce -10.4% | 71,918 | $3.22M | $44.75 | |
| 113 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.03% | Add +906.2% | 58,401 | $3.1M | $53.05 | |
| 114 | MOV | MOVADO GROUP | 0.03% | Add +40.8% | 167,531 | $2.78M | No quote | No quote |
| 115 | LAKE | LAKELAND INDS INC | 0.03% | Reduce -44.0% | 93,208 | $2.54M | No quote | No quote |
| 116 | CPIX | CUMBERLAND PHARMACEUTICALS INC | 0.03% | Add +4.9% | 821,096 | $2.42M | No quote | No quote |
| 117 | SFE | SAFEGUARD SCIENTIFICS INC | 0.03% | Add +6.5% | 359,626 | $2.29M | No quote | No quote |
| 118 | CRAI | CRA INTL INC | 0.02% | Add +61.8% | 43,391 | $2.21M | $50.93 | No quote |
| 119 | ENZ | ENZO BIOCHEM INC | 0.02% | Add +4.8% | 871,112 | $2.2M | No quote | No quote |
| 120 | NVS | NOVARTIS AG ADR | 0.02% | Add +0.1% | 20,427 | $1.93M | $94.43 | |
| 121 | ALCO | ALICO INC | 0.02% | New | 60,932 | $1.89M | No quote | No quote |
| 122 | CSWC | CAPITAL SOUTHWEST CORP | 0.02% | Reduce -38.1% | 96,598 | $1.72M | No quote | No quote |
| 123 | PSTH | PERSHING SQUARE TONTLINE HLDG CL A | 0.02% | Reduce -31.7% | 58,919 | $1.63M | No quote | No quote |
| 124 | SYNC | SYNACOR INC | 0.02% | Reduce -0.7% | 1,190,207 | $1.62M | No quote | No quote |
| 125 | AZN | ASTRAZENECA PLC SP ADR | 0.01% | New | 26,405 | $1.32M | $49.99 | |
| 126 | OESX | ORION ENERGY SYSTEMS INC | 0.01% | Reduce -54.9% | 125,849 | $1.24M | No quote | No quote |
| 127 | ZAGG | ZAGG INC | 0.01% | Reduce -68.6% | 249,443 | $1.04M | No quote | No quote |
| 128 | GRBK | GREEN BRICK PARTNERS INC | 0.01% | Reduce -43.1% | 34,155 | $784K | $22.95 | |
| 129 | RBCN | RUBICON TECHNOLOGY INC | 0.01% | Add +1.4% | 57,886 | $524K | No quote | No quote |
| 130 | ACTG | ACACIA RESEARCH | 0.01% | Reduce -92.3% | 122,189 | $481K | No quote | No quote |
| 131 | STRT | STRATTEC SEC CORP | 0.00% | Reduce -93.6% | 8,500 | $420K | No quote | No quote |
| 132 | GIFI | GULF ISLAND FABRICATION INC | 0.00% | - | 132,838 | $406K | No quote | No quote |
| 133 | PCTI | PCTEL INC | 0.00% | - | 58,275 | $383K | No quote | No quote |
| 134 | OSS | ONE STOP SYS INC | 0.00% | Add +23.5% | 88,012 | $352K | No quote | No quote |
| 135 | NVO | NOVO-NORDISK A S ADR | 0.00% | - | 4,552 | $318K | $69.86 | |
| 136 | CRWS | CROWN CRAFTS INC | 0.00% | Add +16.6% | 44,048 | $317K | No quote | No quote |
| 137 | PICO | PICO HLDGS INC | 0.00% | Add +24.3% | 32,431 | $303K | No quote | No quote |
| 138 | RFIL | RF INDS LTD | 0.00% | Add +89.3% | 51,274 | $252K | No quote | No quote |
| 139 | IWS | ISHARES RUSSELL MID CAP VALUE ETF | 0.00% | New | 2,381 | $231K | $97.02 | |
| 140 | GLAE | GLASSBRIDGE ENTERPRISES INC | 0.00% | New | 2,204 | $110K | No quote | No quote |
| 148 | PRCP | Perceptron, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 147 | NOV | National Oilwell Varco | - | Sold | 0 | $0 | No quote | No quote |
| 146 | IDCC | InterDigital Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 145 | GNRC | Generac Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 144 | CHL | China Mobile Ltd. ADR | - | Sold | 0 | $0 | No quote | No quote |
| 143 | CCL | Carnival Corp | - | Sold | 0 | $0 | No quote | No quote |
| 142 | AXTI | AXT Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 141 | TURN | 180 Degree Capital Corp. | - | Sold | 0 | $0 | No quote | No quote |