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 149 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu Inc | 5.24% | Reduce -16.6% | 2,443,141 | $531.51M | $217.55 | |
| 2 | PM | Philip Morris International Inc | 3.72% | Reduce -3.4% | 4,259,144 | $377.96M | $88.74 | |
| 3 | MSFT | Microsoft Corp | 3.14% | Reduce -4.9% | 1,353,508 | $319.12M | $235.77 | |
| 4 | MAT | Mattel Inc | 3.00% | Reduce -3.9% | 15,309,847 | $304.97M | $19.92 | |
| 5 | FAF | First American Financial Corp | 3.00% | Add +23.0% | 5,372,135 | $304.33M | $56.65 | |
| 6 | LAZ | Lazard Ltd | 2.98% | Add +25.4% | 6,948,954 | $302.35M | $43.51 | |
| 7 | IPG | Interpublic Group of Cos Inc/The | 2.86% | Add +2.2% | 9,952,652 | $290.62M | No quote | No quote |
| 8 | NLSN | Nielsen Holdings PLC | 2.78% | Add +2.8% | 11,235,762 | $282.58M | No quote | No quote |
| 9 | KMT | Kennametal Inc | 2.78% | Add +15.6% | 7,066,614 | $282.45M | $39.97 | |
| 10 | NVST | Envista Holdings Corp | 2.70% | Reduce -5.2% | 6,710,727 | $273.8M | $40.80 | |
| 11 | BOKF | BOK Financial Corp | 2.63% | Add +21.4% | 2,989,264 | $267M | $89.32 | |
| 12 | SRCL | Stericycle Inc | 2.45% | Add +18.8% | 3,683,974 | $248.71M | No quote | No quote |
| 13 | MHK | Mohawk Industries Inc | 2.38% | Add +3.0% | 1,256,599 | $241.66M | $192.31 | |
| 14 | SNA | Snap-on Inc | 2.35% | Reduce -3.9% | 1,035,842 | $239.01M | $230.74 | |
| 15 | SPHR | Madison Square Garden Entertainment Corp | 2.08% | Add +22.4% | 2,578,306 | $210.91M | $81.80 | |
| 16 | NTRS | Northern Trust Corp | 1.83% | Add +3.0% | 1,771,043 | $186.15M | $105.11 | |
| 17 | JLL | Jones Lang LaSalle Inc | 1.83% | Add +2.2% | 1,039,686 | $186.15M | $179.04 | |
| 18 | GILD | Gilead Sciences Inc | 1.80% | Reduce -4.8% | 2,834,343 | $183.18M | $64.63 | |
| 19 | LH | Laboratory Corp of America Holdings | 1.78% | Add +2.3% | 707,003 | $180.31M | $255.03 | |
| 20 | KKR | KKR & Co Inc | 1.68% | Add +2.4% | 3,492,835 | $170.63M | $48.85 | |
| 21 | SJM | J M Smucker Co/The | 1.66% | Add +38.1% | 1,330,088 | $168.3M | $126.53 | |
| 22 | TGNA | TEGNA Inc | 1.47% | Add +4.7% | 7,907,192 | $148.89M | No quote | No quote |
| 23 | JNJ | Johnson & Johnson | 1.42% | Reduce -3.5% | 875,407 | $143.87M | $164.35 | |
| 24 | AXTA | Axalta Coating Systems Ltd | 1.40% | New | 4,796,899 | $141.89M | $29.58 | |
| 25 | BCO | Brink's Co/The | 1.33% | Add +2.2% | 1,699,438 | $134.65M | $79.23 | |
| 26 | MSGN | MSG Networks Inc | 1.27% | Reduce -15.4% | 8,573,003 | $128.94M | No quote | No quote |
| 27 | CBRE | CBRE Group Inc | 1.26% | Reduce -1.2% | 1,620,939 | $128.23M | $79.11 | |
| 28 | AMG | Affiliated Managers Group Inc | 1.21% | Add +4.3% | 825,603 | $123.04M | $149.03 | |
| 29 | MDP | Meredith Corp | 1.21% | Reduce -7.6% | 4,112,855 | $122.48M | No quote | No quote |
| 30 | ATGE | Adtalem Global Education Inc | 1.21% | Add +21.7% | 3,094,596 | $122.36M | No quote | No quote |
| 31 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 1.19% | Reduce -27.9% | 470,917 | $120.31M | No quote | No quote |
| 32 | CRL | Charles River Laboratories International Inc | 1.17% | Reduce -0.4% | 411,073 | $119.14M | $289.83 | |
| 33 | JHG | Janus Henderson Group PLC | 1.13% | Add +65.5% | 3,686,224 | $114.83M | $31.15 | |
| 34 | CLB | Core Laboratories NV | 1.07% | Reduce -16.2% | 3,788,942 | $109.08M | $28.79 | |
| 35 | MTN | Vail Resorts Inc | 1.03% | Add +2.0% | 358,444 | $104.54M | $291.66 | |
| 36 | OSW | OneSpaWorld Holdings Ltd | 1.01% | Add +18.3% | 9,672,146 | $103.01M | $10.65 | |
| 37 | MAS | Masco Corp | 1.01% | Add +57.8% | 1,703,950 | $102.07M | $59.90 | |
| 38 | KEYS | Keysight Technologies Inc | 0.98% | Reduce -16.3% | 692,519 | $99.31M | $143.40 | |
| 39 | KN | Knowles Corp | 0.98% | Add +2.0% | 4,743,675 | $99.24M | $20.92 | |
| 40 | LFUS | Littelfuse Inc | 0.93% | Reduce -1.4% | 358,143 | $94.71M | $264.44 | |
| 41 | GS | Goldman Sachs Group Inc/The | 0.90% | Reduce -3.9% | 278,459 | $91.06M | $327.00 | |
| 42 | WBA | Walgreens Boots Alliance Inc | 0.84% | Add +31.0% | 1,558,998 | $85.59M | No quote | No quote |
| 43 | NVT | nVent Electric PLC | 0.83% | New | 3,015,456 | $84.16M | $27.91 | |
| 44 | AFL | Aflac Inc | 0.78% | Add +5.1% | 1,540,639 | $78.85M | $51.18 | |
| 45 | PGR | Philip Morris International Inc | 0.75% | Add +28.6% | 801,447 | $76.63M | $95.61 | |
| 46 | SCHW | Charles Schwab Corp/The | 0.75% | Add +1.8% | 1,172,197 | $76.4M | $65.18 | |
| 47 | BWA | BorgWarner Inc | 0.73% | Reduce -8.8% | 1,588,433 | $73.64M | $46.36 | |
| 48 | DOX | Amdocs Ltd | 0.72% | Add +0.7% | 1,044,759 | $73.29M | $70.15 | |
| 49 | SSD | Simpson Manufacturing Co Inc | 0.70% | Add +9.0% | 680,927 | $70.63M | $103.73 | |
| 50 | ZBH | Zimmer Biomet Holdings Inc | 0.66% | Reduce -2.7% | 419,002 | $67.07M | $160.08 | |
| 51 | VZ | Verizon Communications Inc | 0.65% | Reduce -1.4% | 1,130,360 | $65.73M | $58.15 | |
| 52 | ZBRA | Zebra Technologies Corp | 0.64% | Reduce -21.3% | 134,283 | $65.15M | $485.18 | |
| 53 | SLCA | US Silica Holdings Inc | 0.64% | Reduce -41.3% | 5,262,427 | $64.68M | No quote | No quote |
| 54 | SWK | Stanley Black & Decker Inc | 0.62% | Reduce -1.5% | 314,059 | $62.71M | $199.67 | |
| 55 | CAH | Cardinal Health Inc | 0.61% | Add +22.9% | 1,017,546 | $61.82M | $60.75 | |
| 56 | CHKP | Check Point Software Technologies Ltd | 0.54% | Add +47.4% | 489,094 | $54.76M | $111.97 | |
| 57 | NTAP | NetApp Inc | 0.53% | Reduce -0.4% | 745,734 | $54.19M | $72.67 | |
| 58 | FLIR | FLIR Systems Inc | 0.53% | Reduce -54.8% | 950,133 | $53.65M | No quote | No quote |
| 59 | KFY | Korn Ferry | 0.51% | Reduce -0.8% | 835,516 | $52.11M | $62.37 | |
| 60 | BAP | Credicorp Ltd | 0.51% | Add +48.4% | 375,583 | $51.29M | $136.57 | |
| 61 | KMX | CarMax Inc | 0.46% | Reduce -13.6% | 348,521 | $46.24M | $132.66 | |
| 62 | OMC | Omnicom Group Inc | 0.44% | Add +45.6% | 598,970 | $44.41M | $74.15 | |
| 63 | BMY | Bristol-Myers Squibb Co | 0.44% | Add +175.0% | 700,634 | $44.23M | $63.13 | |
| 64 | MEI | Methode Electronics Inc | 0.43% | Add +0.3% | 1,028,622 | $43.18M | No quote | No quote |
| 65 | RCL | Royal Caribbean Cruises Ltd | 0.42% | Add +2.4% | 496,869 | $42.54M | $85.61 | |
| 66 | EQC | Equity Commonwealth | 0.42% | Add +12.8% | 1,523,753 | $42.36M | No quote | No quote |
| 67 | EVR | Evercore Inc | 0.34% | Reduce -0.2% | 259,683 | $34.21M | $131.74 | No quote |
| 68 | MSGS | Madison Square Garden Sports Corp | 0.33% | Add +4.0% | 187,395 | $33.63M | $179.46 | |
| 69 | PARA | ViacomCBS Inc | 0.33% | Reduce -80.0% | 739,969 | $33.37M | No quote | No quote |
| 70 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.32% | Add +5.5% | 1,192,582 | $32.9M | $27.59 | |
| 71 | TPR | Tapestry Inc | 0.32% | Reduce -47.0% | 778,192 | $32.07M | $41.21 | |
| 72 | BSAC | Banco Santander Chile | 0.32% | Add +53.4% | 1,290,504 | $32.04M | No quote | No quote |
| 73 | NOK | Nokia Oyj | 0.31% | Reduce -1.7% | 8,064,866 | $31.94M | $3.96 | |
| 74 | TAP | Molson Coors Beverage Co | 0.31% | Add +44.0% | 617,173 | $31.57M | $51.15 | |
| 75 | BRC | Brady Corp | 0.30% | Reduce -0.1% | 574,594 | $30.71M | $53.45 | |
| 76 | NOV | NOV Inc | 0.30% | Add +48.5% | 2,191,907 | $30.07M | $13.72 | |
| 77 | BIO | Bio-Rad Laboratories Inc | 0.29% | Add +4.0% | 51,301 | $29.3M | $571.18 | |
| 78 | MIDD | Middleby Corp/The | 0.28% | Add +2.9% | 170,998 | $28.34M | $165.75 | |
| 79 | IWN | iShares Russell 2000 Value ETF | 0.26% | Reduce -17.3% | 166,421 | $26.54M | $159.47 | |
| 80 | HLI | Houlihan Lokey Inc | 0.26% | Add +0.1% | 398,437 | $26.5M | $66.51 | |
| 81 | TISI | Team Inc | 0.26% | Add +6.9% | 2,271,753 | $26.19M | No quote | No quote |
| 82 | VIV | Telefonica Brasil SA | 0.23% | New | 2,933,085 | $23.08M | No quote | No quote |
| 83 | VEA | Vanguard FTSE Developed Markets ETF | 0.21% | Reduce -67.1% | 435,395 | $21.38M | $49.11 | |
| 84 | WTW | Willis Towers Watson PLC | 0.17% | Reduce -27.4% | 75,624 | $17.31M | $228.88 | |
| 85 | VOD | Vodafone Group PLC | 0.16% | Add +3.8% | 858,397 | $15.82M | No quote | No quote |
| 86 | GSK | GlaxoSmithKline PLC | 0.15% | Reduce -25.9% | 428,734 | $15.3M | $35.69 | |
| 87 | USB | US Bancorp | 0.13% | Reduce -3.4% | 246,899 | $13.66M | $55.31 | |
| 88 | HMN | Horace Mann Educators Corp | 0.13% | Add +2.2% | 314,902 | $13.61M | No quote | No quote |
| 89 | MOS | Mosaic Co/The | 0.12% | Add +1.8% | 399,193 | $12.62M | $31.61 | |
| 90 | MATW | Matthews International Corp | 0.12% | Add +10.5% | 310,025 | $12.26M | $39.55 | No quote |
| 91 | ORCL | Oracle Corp | 0.11% | Add +1.1% | 164,456 | $11.54M | $70.17 | |
| 92 | WU | Western Union Co/The | 0.10% | Reduce -0.5% | 408,072 | $10.06M | $24.66 | |
| 93 | LMT | Lockheed Martin Corp | 0.09% | Add +40.9% | 24,597 | $9.09M | $369.52 | |
| 94 | APA | APA Corp | 0.08% | New | 428,684 | $7.67M | $17.90 | |
| 95 | HNGR | Hanger Inc | 0.07% | Reduce -2.0% | 298,114 | $6.8M | No quote | No quote |
| 96 | BK | Bank of New York Mellon Corp/The | 0.07% | Reduce -2.3% | 142,828 | $6.75M | $47.29 | |
| 97 | WB | Weibo Corp | 0.06% | New | 118,400 | $5.98M | $50.46 | |
| 98 | KIN | Kindred Biosciences Inc | 0.06% | Reduce -39.9% | 1,159,169 | $5.76M | No quote | No quote |
| 99 | CSCO | Cisco Systems Inc/Delaware | 0.04% | Reduce -2.5% | 70,108 | $3.63M | $51.71 | |
| 100 | MIND | MIND Technology Inc | 0.04% | Reduce -39.3% | 1,597,088 | $3.59M | No quote | No quote |
| 101 | ORBC | ORBCOMM Inc | 0.03% | Reduce -68.3% | 417,287 | $3.18M | No quote | No quote |
| 102 | COWN | Cowen Inc | 0.03% | Reduce -77.1% | 82,973 | $2.92M | No quote | No quote |
| 103 | ACWX | iShares MSCI ACWI ex US ETF | 0.02% | Reduce -22.1% | 45,502 | $2.51M | $55.18 | |
| 104 | PCYO | Pure Cycle Corp | 0.02% | Reduce -68.2% | 175,680 | $2.36M | No quote | No quote |
| 105 | GSIT | GSI Technology Inc | 0.02% | Reduce -40.8% | 267,945 | $1.79M | No quote | No quote |
| 106 | NVS | Novartis AG | 0.02% | Add +0.8% | 20,582 | $1.76M | $85.46 | |
| 107 | GAIA | Gaia Inc | 0.02% | Reduce -74.0% | 140,893 | $1.68M | No quote | No quote |
| 108 | CNTY | Century Casinos Inc | 0.01% | Reduce -83.1% | 143,403 | $1.47M | No quote | No quote |
| 109 | SFE | Safeguard Scientifics Inc | 0.01% | Reduce -44.7% | 198,920 | $1.36M | No quote | No quote |
| 110 | AZN | AstraZeneca PLC | 0.01% | Add +1.5% | 26,790 | $1.33M | $49.72 | |
| 111 | TURN | 180 Degree Capital Corp | 0.01% | Reduce -92.3% | 178,881 | $1.32M | No quote | No quote |
| 113 | RNWK | RealNetworks Inc | 0.01% | Reduce -91.4% | 289,776 | $1.23M | No quote | No quote |
| 112 | BTN | Ballantyne Strong Inc | 0.01% | Reduce -81.7% | 472,135 | $1.23M | No quote | No quote |
| 114 | ALOT | AstroNova Inc | 0.01% | Reduce -75.3% | 79,320 | $1.06M | No quote | No quote |
| 115 | TRC | Tejon Ranch Co | 0.01% | Reduce -77.5% | 62,425 | $1.05M | No quote | No quote |
| 116 | EMKR | EMCORE Corp | 0.01% | Reduce -73.5% | 183,284 | $1M | No quote | No quote |
| 117 | MOV | Movado Group Inc | 0.01% | Reduce -80.8% | 32,250 | $918K | No quote | No quote |
| 118 | ALCO | Alico Inc | 0.01% | Reduce -49.8% | 30,568 | $913K | No quote | No quote |
| 119 | CRAI | CRA International Inc | 0.01% | Reduce -74.5% | 11,050 | $825K | $74.66 | No quote |
| 120 | ENZ | Enzo Biochem Inc | 0.01% | Reduce -72.7% | 237,992 | $819K | No quote | No quote |
| 121 | OESX | Orion Energy Systems Inc | 0.01% | Reduce -17.4% | 103,967 | $724K | No quote | No quote |
| 122 | TIMB | TIM SA/Brazil | 0.01% | New | 61,703 | $700K | No quote | No quote |
| 123 | CSWC | Capital Southwest Corp | 0.01% | Reduce -68.0% | 30,928 | $685K | No quote | No quote |
| 124 | CPIX | Cumberland Pharmaceuticals Inc | 0.01% | Reduce -74.1% | 212,370 | $643K | No quote | No quote |
| 125 | VWTR | Vidler Water Resouces Inc | 0.01% | New | 68,779 | $612K | No quote | No quote |
| 126 | LAKE | Lakeland Industries Inc | 0.01% | Reduce -77.1% | 21,331 | $594K | No quote | No quote |
| 127 | RBCN | Rubicon Technology Inc | 0.01% | Reduce -7.1% | 53,798 | $555K | No quote | No quote |
| 128 | GRBK | Green Brick Partners Inc | 0.01% | Reduce -29.2% | 24,182 | $548K | $22.66 | |
| 129 | SSSS | SuRo Capital Corp | 0.00% | New | 33,433 | $453K | No quote | No quote |
| 130 | CRWS | Crown Crafts Inc | 0.00% | Reduce -2.3% | 43,048 | $333K | No quote | No quote |
| 131 | RFIL | RF Industries Ltd | 0.00% | Reduce -2.3% | 50,110 | $304K | No quote | No quote |
| 132 | NVO | Novo Nordisk A/S | 0.00% | Reduce -9.5% | 4,119 | $278K | $67.49 | |
| 133 | SNY | Sanofi | 0.00% | New | 5,435 | $269K | $49.49 | |
| 134 | OSS | One Stop Systems Inc | 0.00% | Reduce -73.0% | 23,745 | $151K | No quote | No quote |
| 135 | GLAE | GlassBridge Enterprises Inc | 0.00% | Reduce -19.7% | 1,769 | $124K | No quote | No quote |
| 136 | GIFI | Gulf Island Fabrication Inc | 0.00% | Reduce -76.7% | 30,900 | $119K | No quote | No quote |
| 149 | ZAGG | ZAGG INC | - | Sold | 0 | $0 | No quote | No quote |
| 148 | SYNC | SYNACOR INC | - | Sold | 0 | $0 | No quote | No quote |
| 147 | STRT | STRATTEC SEC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 146 | PICO | PICO HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 145 | PSTH | PERSHING SQUARE TONTLINE HLDG CL A | - | Sold | 0 | $0 | No quote | No quote |
| 144 | PCTI | PCTEL INC | - | Sold | 0 | $0 | No quote | No quote |
| 143 | JWN | NORDSTROM INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | MTSC | MTS SYSTEMS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 141 | IWS | ISHARES RUSSELL MID CAP VALUE ETF | - | Sold | 0 | $0 | No quote | No quote |
| 140 | ICE | INTERCONTINENTAL EXCHANGE INC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | FL | FOOT LOCKER INC | - | Sold | 0 | $0 | No quote | No quote |
| 138 | APA | APACHE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 137 | ACTG | ACACIA RESEARCH | - | Sold | 0 | $0 | No quote | No quote |