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 88 of 116 rows. Rows without a quote are marked unavailable.
| 1 | SPHR | Madison Square Garden Entertainment Corp | 3.75% | Add +76.0% | 5,640,442 | $409.89M | $72.67 | |
| 2 | BIDU | Baidu Inc | 3.66% | Add +12.3% | 2,600,474 | $399.82M | $153.75 | |
| 3 | PM | Philip Morris International Inc | 3.53% | Add +1.9% | 4,074,547 | $386.23M | $94.79 | |
| 4 | LAZ | Lazard Ltd | 3.35% | Add +4.5% | 8,002,993 | $366.54M | $45.80 | |
| 5 | FAF | First American Financial Corp | 3.23% | Reduce -2.7% | 5,266,471 | $353.12M | $67.05 | |
| 6 | IPG | Interpublic Group of Cos Inc/The | 2.89% | Reduce -11.7% | 8,621,883 | $316.16M | No quote | No quote |
| 7 | MAT | Mattel Inc | 2.82% | Add +6.5% | 16,633,601 | $308.72M | $18.56 | |
| 8 | MSFT | Microsoft Corp | 2.80% | Reduce -9.1% | 1,085,921 | $306.14M | $281.92 | |
| 9 | KMT | Kennametal Inc | 2.74% | Add +14.6% | 8,742,683 | $299.26M | $34.23 | |
| 10 | BOKF | BOK Financial Corp | 2.69% | Add +5.5% | 3,288,569 | $294.49M | $89.55 | |
| 11 | JLL | Jones Lang LaSalle Inc | 2.56% | Add +6.8% | 1,126,517 | $279.48M | $248.09 | |
| 12 | SRCL | Stericycle Inc | 2.49% | Add +5.8% | 4,003,740 | $272.13M | No quote | No quote |
| 13 | NLSN | Nielsen Holdings PLC | 2.46% | Add +15.8% | 14,037,700 | $269.38M | No quote | No quote |
| 14 | NVST | Envista Holdings Corp | 2.33% | Reduce -4.9% | 6,084,684 | $254.4M | $41.81 | |
| 15 | MHK | Mohawk Industries Inc | 2.14% | Add +4.7% | 1,316,698 | $233.58M | $177.40 | |
| 16 | SNA | Snap-on Inc | 2.02% | Add +5.5% | 1,059,336 | $221.35M | $208.95 | |
| 17 | KKR | KKR & Co Inc | 1.93% | Reduce -0.6% | 3,474,325 | $211.52M | $60.88 | |
| 18 | NTRS | Northern Trust Corp | 1.89% | Add +3.1% | 1,915,994 | $206.56M | $107.81 | |
| 19 | ADT | ADT Inc | 1.80% | Add +58.6% | 24,287,261 | $196.48M | $8.09 | |
| 20 | GILD | Gilead Sciences Inc | 1.67% | Add +4.8% | 2,619,896 | $183M | $69.85 | |
| 21 | LH | Laboratory Corp of America Holdings | 1.63% | Reduce -8.1% | 634,194 | $178.49M | $281.44 | |
| 22 | AXTA | Axalta Coating Systems Ltd | 1.54% | Add +3.1% | 5,752,561 | $167.92M | $29.19 | |
| 23 | SJM | J M Smucker Co/The | 1.52% | Add +2.3% | 1,380,495 | $165.7M | $120.03 | |
| 24 | TGNA | TEGNA Inc | 1.49% | Add +3.2% | 8,280,170 | $163.29M | No quote | No quote |
| 25 | CBRE | CBRE Group Inc | 1.47% | Add +0.8% | 1,647,142 | $160.37M | $97.36 | |
| 26 | MSGS | Madison Square Garden Sports Corp | 1.40% | Add +323.2% | 822,549 | $152.95M | $185.95 | |
| 27 | ATGE | Adtalem Global Education Inc | 1.28% | Add +10.5% | 3,714,781 | $140.46M | No quote | No quote |
| 28 | BAP | Credicorp Ltd | 1.28% | Add +65.2% | 1,260,629 | $139.85M | $110.94 | |
| 29 | OSW | OneSpaWorld Holdings Ltd | 1.28% | Add +21.2% | 14,007,288 | $139.65M | $9.97 | |
| 30 | NVT | nVent Electric PLC | 1.22% | Add +8.4% | 4,116,023 | $133.07M | $32.33 | |
| 31 | JHG | Janus Henderson Group PLC | 1.22% | Reduce -15.6% | 3,217,362 | $132.97M | $41.33 | |
| 32 | JNJ | Johnson & Johnson | 1.21% | Add +4.9% | 820,852 | $132.57M | $161.50 | |
| 33 | MANU | Manchester United Plc | 1.17% | New | 6,580,474 | $127.46M | $19.37 | |
| 34 | AMG | Affiliated Managers Group Inc | 1.16% | Add +1.9% | 842,809 | $127.34M | $151.09 | |
| 35 | BCO | Brink's Co/The | 1.14% | Add +13.3% | 1,967,891 | $124.57M | $63.30 | |
| 36 | CLB | Core Laboratories NV | 1.08% | Add +19.0% | 4,259,648 | $118.21M | $27.75 | |
| 37 | PARA | ViacomCBS Inc | 1.05% | Reduce -2.3% | 2,898,850 | $114.53M | No quote | No quote |
| 38 | GNTX | Gentex Corp | 0.98% | New | 3,256,045 | $107.38M | $32.98 | |
| 39 | MDP | Meredith Corp | 0.95% | Reduce -32.0% | 1,870,531 | $104.19M | No quote | No quote |
| 40 | MAS | Masco Corp | 0.89% | Add +2.1% | 1,753,629 | $97.41M | $55.55 | |
| 41 | LFUS | Littelfuse Inc | 0.87% | Reduce -5.0% | 347,308 | $94.91M | $273.27 | |
| 42 | GS | Goldman Sachs Group Inc/The | 0.86% | Reduce -3.3% | 247,707 | $93.64M | $378.03 | |
| 43 | MTN | Vail Resorts Inc | 0.80% | Reduce -25.9% | 261,862 | $87.48M | $334.05 | |
| 44 | KEYS | Keysight Technologies Inc | 0.79% | Reduce -24.9% | 524,053 | $86.1M | $164.29 | |
| 45 | WBA | Walgreens Boots Alliance Inc | 0.76% | Add +8.3% | 1,777,582 | $83.64M | No quote | No quote |
| 46 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.76% | Reduce -19.6% | 303,759 | $82.91M | No quote | No quote |
| 47 | AFL | Aflac Inc | 0.73% | Add +4.2% | 1,537,344 | $80.14M | $52.13 | |
| 48 | PGR | Progressive Corp/The | 0.72% | Add +4.2% | 875,420 | $79.13M | $90.39 | |
| 49 | SSD | Simpson Manufacturing Co Inc | 0.70% | Add +2.4% | 712,944 | $76.26M | $106.97 | |
| 50 | CRL | Charles River Laboratories International Inc | 0.69% | Reduce -17.1% | 183,205 | $75.6M | $412.67 | |
| 51 | BWA | BorgWarner Inc | 0.68% | Add +10.1% | 1,726,354 | $74.6M | $43.21 | |
| 52 | DOX | Amdocs Ltd | 0.63% | Add +5.2% | 916,135 | $69.36M | $75.71 | |
| 53 | SCHW | Charles Schwab Corp/The | 0.61% | Reduce -5.6% | 913,525 | $66.54M | $72.84 | |
| 54 | KN | Knowles Corp | 0.60% | Reduce -27.8% | 3,475,160 | $65.12M | $18.74 | |
| 55 | TCOM | Trip.com Group Ltd | 0.58% | Add +249.8% | 2,062,620 | $63.43M | $30.75 | |
| 56 | KFY | Korn Ferry | 0.53% | Reduce -4.7% | 799,077 | $57.82M | $72.36 | |
| 57 | CHKP | Check Point Software Technologies Ltd | 0.49% | Add +0.6% | 473,462 | $53.52M | $113.04 | |
| 58 | CAH | Cardinal Health Inc | 0.49% | Add +4.2% | 1,078,191 | $53.33M | $49.46 | |
| 59 | ZBH | Zimmer Biomet Holdings Inc | 0.48% | Add +3.5% | 362,354 | $53.03M | $146.36 | |
| 60 | SWK | Stanley Black & Decker Inc | 0.48% | Add +3.8% | 297,081 | $52.08M | $175.31 | |
| 61 | BMY | Bristol-Myers Squibb Co | 0.46% | Add +48.7% | 853,389 | $50.5M | $59.17 | |
| 62 | REZI | Resideo Technologies Inc | 0.46% | New | 2,025,784 | $50.22M | $24.79 | |
| 63 | VZ | Verizon Communications Inc | 0.44% | Add +5.2% | 900,146 | $48.62M | $54.01 | |
| 64 | RCL | Royal Caribbean Cruises Ltd | 0.42% | Add +1.9% | 511,661 | $45.51M | $88.95 | |
| 65 | OMC | Omnicom Group Inc | 0.41% | Add +4.2% | 623,604 | $45.19M | $72.46 | |
| 66 | NTAP | NetApp Inc | 0.41% | Add +5.0% | 502,622 | $45.12M | $89.76 | |
| 67 | MEI | Methode Electronics Inc | 0.41% | Add +2.6% | 1,063,848 | $44.74M | No quote | No quote |
| 68 | ZBRA | Zebra Technologies Corp | 0.40% | Reduce -24.9% | 85,868 | $44.26M | $515.42 | |
| 69 | KMX | CarMax Inc | 0.37% | Reduce -8.6% | 318,189 | $40.72M | $127.96 | |
| 70 | EQC | Equity Commonwealth | 0.36% | Add +8.9% | 1,500,061 | $38.97M | No quote | No quote |
| 71 | BIO | Bio-Rad Laboratories Inc | 0.35% | Reduce -0.4% | 51,940 | $38.75M | $745.96 | |
| 72 | TAP | Molson Coors Beverage Co | 0.33% | Add +4.4% | 768,714 | $35.65M | $46.38 | |
| 73 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.31% | Add +2.5% | 1,262,613 | $33.72M | $26.71 | |
| 74 | EVR | Evercore Inc | 0.29% | Reduce -7.3% | 239,398 | $32M | $133.67 | No quote |
| 75 | NOV | NOV Inc | 0.28% | Add +5.8% | 2,369,062 | $31.06M | $13.11 | |
| 76 | BRC | Brady Corp | 0.27% | Add +3.1% | 590,222 | $29.92M | $50.70 | |
| 77 | HLI | Houlihan Lokey Inc | 0.26% | Reduce -23.6% | 309,809 | $28.53M | $92.10 | |
| 78 | MIDD | Middleby Corp/The | 0.25% | Reduce -7.7% | 163,116 | $27.81M | $170.51 | |
| 79 | VEA | Vanguard FTSE Developed Markets ETF | 0.25% | Reduce -5.4% | 540,046 | $27.27M | $50.49 | |
| 80 | VIV | Telefonica Brasil SA | 0.22% | Add +4.2% | 3,070,423 | $23.83M | No quote | No quote |
| 81 | NOK | Nokia Oyj | 0.22% | Reduce -2.3% | 4,348,999 | $23.7M | $5.45 | |
| 82 | BSAC | Banco Santander Chile | 0.19% | Reduce -13.9% | 1,069,683 | $21.15M | No quote | No quote |
| 83 | TPR | Tapestry Inc | 0.14% | Add +5.7% | 405,101 | $15M | $37.02 | |
| 84 | SLCA | US Silica Holdings Inc | 0.14% | Add +3.3% | 1,871,814 | $14.96M | No quote | No quote |
| 85 | HMN | Horace Mann Educators Corp | 0.12% | Add +1.7% | 331,046 | $13.17M | No quote | No quote |
| 86 | MOS | Mosaic Co/The | 0.12% | Reduce -0.6% | 362,625 | $12.95M | $35.72 | |
| 87 | USB | US Bancorp | 0.12% | Add +5.4% | 212,655 | $12.64M | $59.44 | |
| 88 | VOD | Vodafone Group PLC | 0.12% | Reduce -0.1% | 813,651 | $12.57M | No quote | No quote |
| 89 | APA | APA Corp | 0.11% | Add +21.1% | 536,115 | $11.49M | $21.43 | |
| 90 | GSK | GlaxoSmithKline PLC | 0.09% | - | 260,941 | $9.97M | $38.21 | |
| 91 | BYD | Boyd Gaming Corp | 0.08% | New | 138,984 | $8.79M | $63.26 | |
| 92 | ORCL | Oracle Corp | 0.08% | Reduce -35.3% | 98,444 | $8.58M | $87.13 | |
| 93 | LMT | Lockheed Martin Corp | 0.07% | Reduce -0.7% | 22,536 | $7.78M | $345.09 | |
| 94 | WU | Western Union Co/The | 0.07% | Reduce -5.1% | 359,132 | $7.26M | $20.22 | |
| 95 | BK | Bank of New York Mellon Corp/The | 0.06% | Reduce -0.9% | 130,534 | $6.77M | $51.84 | |
| 96 | IWN | iShares Russell 2000 Value ETF | 0.06% | Reduce -65.7% | 41,055 | $6.58M | $160.22 | |
| 97 | HNGR | Hanger Inc | 0.05% | - | 271,514 | $5.96M | No quote | No quote |
| 98 | WB | Weibo Corp | 0.05% | Add +2.9% | 118,792 | $5.64M | $47.49 | |
| 99 | GOLD | Barrick Gold Corp | 0.05% | Reduce -1.0% | 299,495 | $5.41M | No quote | No quote |
| 100 | TIMB | TIM SA/Brazil | 0.04% | Add +496.1% | 368,589 | $3.96M | No quote | No quote |
| 101 | ACWX | iShares MSCI ACWI ex US ETF | 0.02% | - | 45,502 | $2.52M | $55.40 | |
| 102 | VEU | Vanguard FTSE All-World ex-US ETF | 0.02% | New | 39,240 | $2.39M | $60.96 | |
| 103 | VT | Vanguard Total World Stock ETF | 0.02% | New | 19,064 | $1.94M | $101.81 | |
| 104 | AZN | AstraZeneca PLC | 0.01% | Reduce -0.3% | 26,347 | $1.58M | $60.04 | |
| 105 | MIND | MIND Technology Inc | 0.01% | Reduce -35.6% | 827,858 | $1.56M | No quote | No quote |
| 106 | NVS | Novartis AG | 0.01% | Reduce -9.9% | 18,536 | $1.52M | $81.79 | |
| 107 | TISI | Team Inc | 0.01% | Reduce -85.8% | 326,264 | $982K | No quote | No quote |
| 108 | NVO | Novo Nordisk A/S | 0.00% | - | 4,119 | $395K | $95.90 | |
| 109 | SNY | Sanofi | 0.00% | - | 5,435 | $262K | $48.21 | |
| 116 | RBCN | Rubicon Technology Inc | - | Sold | 0 | $0 | No quote | No quote |
| 115 | MSGN | MSG Networks Inc | - | Sold | 0 | $0 | No quote | No quote |
| 114 | MATW | Matthews International Corp | - | Sold | 0 | $0 | No quote | No quote |
| 113 | GSIT | GSI Technology Inc | - | Sold | 0 | $0 | No quote | No quote |
| 112 | CPIX | Cumberland Pharmaceuticals Inc | - | Sold | 0 | $0 | No quote | No quote |
| 111 | BTN | Ballantyne Strong Inc | - | Sold | 0 | $0 | No quote | No quote |
| 110 | TURN | 180 Degree Capital Corp | - | Sold | 0 | $0 | No quote | No quote |