Ariel Investments
As of Q1 2026, Ariel Investments reported 106 long-equity positions worth $8.93B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.22%
- 1-year
- +25.91%
- 3-year
- +51.35%
- 3-year top 5
- +49.74%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 93 of 114 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu Inc | 3.92% | Add +0.1% | 2,640,835 | $392.77M | $148.73 | |
| 2 | PM | Philip Morris International Inc | 3.59% | Reduce -0.7% | 3,645,082 | $359.92M | $98.74 | |
| 3 | MAT | Mattel Inc | 3.57% | Reduce -9.7% | 15,998,272 | $357.24M | $22.33 | |
| 4 | SPHR | Madison Square Garden Entertainment Corp | 3.26% | Add +2.0% | 6,199,863 | $326.24M | $52.62 | |
| 5 | LAZ | Lazard Ltd | 2.82% | Add +1.9% | 8,720,442 | $282.63M | $32.41 | |
| 6 | MSFT | Microsoft Corp | 2.64% | Add +2.1% | 1,027,975 | $264.02M | $256.83 | |
| 7 | GNTX | Gentex Corp | 2.56% | Add +12.3% | 9,181,530 | $256.81M | $27.97 | |
| 8 | BOKF | BOK Financial Corp | 2.49% | Add +0.6% | 3,301,483 | $249.53M | $75.58 | |
| 9 | REZI | Resideo Technologies Inc | 2.47% | Add +43.1% | 12,722,799 | $247.08M | $19.42 | |
| 10 | KMT | Kennametal Inc | 2.46% | Add +9.2% | 10,600,482 | $246.25M | $23.23 | |
| 11 | MHK | Mohawk Industries Inc | 2.26% | Add +5.8% | 1,823,523 | $226.28M | $124.09 | |
| 12 | IPG | Interpublic Group of Cos Inc/The | 2.24% | Add +9.0% | 8,154,888 | $224.5M | No quote | No quote |
| 13 | FAF | First American Financial Corp | 2.23% | Add +3.0% | 4,225,097 | $223.59M | $52.92 | |
| 14 | NTRS | Northern Trust Corp | 2.15% | Add +7.8% | 2,231,495 | $215.3M | $96.48 | |
| 15 | JLL | Jones Lang LaSalle Inc | 2.14% | Add +7.7% | 1,224,130 | $214.05M | $174.86 | |
| 16 | NVST | Envista Holdings Corp | 2.10% | Reduce -5.5% | 5,455,409 | $210.25M | $38.54 | |
| 17 | SNA | Snap-on Inc | 2.00% | Reduce -9.8% | 1,018,185 | $200.61M | $197.03 | |
| 18 | SRCL | Stericycle Inc | 1.95% | Add +2.8% | 4,462,021 | $195.66M | No quote | No quote |
| 19 | CLB | Core Laboratories NV | 1.82% | Add +12.0% | 9,184,225 | $181.94M | $19.81 | |
| 20 | BAP | Credicorp Ltd | 1.81% | Add +0.7% | 1,516,000 | $181.78M | $119.91 | |
| 21 | ATGE | Adtalem Global Education Inc | 1.79% | Reduce -11.8% | 4,972,772 | $178.87M | No quote | No quote |
| 22 | LH | Laboratory Corp of America Holdings | 1.77% | Add +5.8% | 756,683 | $177.34M | $234.36 | |
| 23 | GILD | Gilead Sciences Inc | 1.68% | Add +3.0% | 2,717,408 | $167.96M | $61.81 | |
| 24 | BYD | Boyd Gaming Corp | 1.67% | Add +27.6% | 3,356,471 | $166.99M | $49.75 | |
| 25 | AXTA | Axalta Coating Systems Ltd | 1.60% | Reduce -1.8% | 7,267,291 | $160.68M | $22.11 | |
| 26 | MSGS | Madison Square Garden Sports Corp | 1.60% | Reduce -5.5% | 1,060,561 | $160.15M | $151.00 | |
| 27 | KKR | KKR & Co Inc | 1.54% | Add +4.3% | 3,342,657 | $154.73M | $46.29 | |
| 28 | PARA | Paramount Global | 1.51% | Add +8.8% | 6,135,768 | $151.43M | No quote | No quote |
| 29 | JNJ | Johnson & Johnson | 1.38% | Add +0.9% | 779,151 | $138.31M | $177.51 | |
| 30 | BCO | Brink's Co/The | 1.33% | Add +5.7% | 2,188,942 | $132.89M | $60.71 | |
| 31 | NVT | nVent Electric PLC | 1.32% | Add +7.2% | 4,207,676 | $131.83M | $31.33 | |
| 32 | SJM | J M Smucker Co/The | 1.29% | Reduce -20.7% | 1,012,115 | $129.56M | $128.01 | |
| 33 | AMG | Affiliated Managers Group Inc | 1.29% | Add +18.4% | 1,109,950 | $129.42M | $116.60 | |
| 34 | MANU | Manchester United Plc | 1.29% | Reduce -5.6% | 11,604,535 | $129.04M | $11.12 | |
| 35 | CRL | Charles River Laboratories International Inc | 1.26% | Add +181.1% | 589,639 | $126.17M | $213.97 | |
| 36 | OSW | OneSpaWorld Holdings Ltd | 1.21% | Add +13.1% | 16,899,551 | $121.17M | $7.17 | |
| 37 | CBRE | CBRE Group Inc | 1.19% | Add +10.2% | 1,625,069 | $119.62M | $73.61 | |
| 38 | ADT | ADT Inc | 1.17% | Reduce -6.2% | 19,089,105 | $117.4M | $6.15 | |
| 39 | ZBRA | Zebra Technologies Corp | 1.05% | Add +285.3% | 358,716 | $105.44M | $293.95 | |
| 40 | MAS | Masco Corp | 1.00% | Add +3.9% | 1,977,686 | $100.07M | $50.60 | |
| 41 | LFUS | Littelfuse Inc | 1.00% | Add +13.3% | 392,592 | $99.74M | $254.04 | |
| 42 | EQC | Equity Commonwealth | 0.94% | Add +17.3% | 3,408,036 | $93.82M | No quote | No quote |
| 43 | GS | Goldman Sachs Group Inc/The | 0.87% | Add +11.5% | 294,159 | $87.37M | $297.02 | |
| 44 | RCL | Royal Caribbean Cruises Ltd | 0.85% | Add +139.1% | 2,444,593 | $85.34M | $34.91 | |
| 45 | VZ | Verizon Communications Inc | 0.84% | Add +97.6% | 1,651,643 | $83.82M | $50.75 | |
| 46 | JHG | Janus Henderson Group PLC | 0.83% | Add +3.6% | 3,533,307 | $83.07M | $23.51 | |
| 47 | SCHW | Charles Schwab Corp/The | 0.75% | Add +40.2% | 1,195,422 | $75.53M | $63.18 | |
| 48 | DOX | Amdocs Ltd | 0.73% | Add +2.1% | 872,695 | $72.7M | $83.31 | |
| 49 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.71% | Add +81.6% | 6,407,001 | $71.25M | $11.12 | |
| 50 | CHKP | Check Point Software Technologies Ltd | 0.68% | Add +17.4% | 560,223 | $68.22M | $121.78 | |
| 51 | KEYS | Keysight Technologies Inc | 0.66% | Add +13.9% | 477,424 | $65.81M | $137.85 | |
| 52 | SSD | Simpson Manufacturing Co Inc | 0.64% | Add +0.4% | 639,936 | $64.38M | $100.61 | |
| 53 | BWA | BorgWarner Inc | 0.63% | Add +6.3% | 1,885,255 | $62.91M | $33.37 | |
| 54 | BMY | Bristol-Myers Squibb Co | 0.63% | Add +2.2% | 813,761 | $62.66M | $77.00 | |
| 55 | KN | Knowles Corp | 0.60% | Add +25.6% | 3,495,052 | $60.57M | $17.33 | |
| 56 | SWK | Stanley Black & Decker Inc | 0.55% | Add +19.4% | 527,585 | $55.32M | $104.86 | |
| 57 | AFL | Aflac Inc | 0.52% | Reduce -25.7% | 941,920 | $52.12M | $55.33 | |
| 58 | WBA | Walgreens Boots Alliance Inc | 0.51% | Reduce -9.8% | 1,349,903 | $51.16M | No quote | No quote |
| 59 | KFY | Korn Ferry | 0.50% | Add +9.2% | 862,779 | $50.06M | $58.02 | |
| 60 | CAH | Cardinal Health Inc | 0.46% | Reduce -7.4% | 886,259 | $46.33M | $52.27 | |
| 61 | MTN | Vail Resorts Inc | 0.46% | Add +28.3% | 210,289 | $45.85M | $218.05 | |
| 62 | PBH | Prestige Consumer Healthcare Inc | 0.45% | New | 760,153 | $44.7M | $58.80 | |
| 63 | KMX | CarMax Inc | 0.44% | Add +9.7% | 483,966 | $43.79M | $90.48 | |
| 64 | ZBH | Zimmer Biomet Holdings Inc | 0.43% | Reduce -1.4% | 411,892 | $43.27M | $105.06 | |
| 65 | NTAP | NetApp Inc | 0.40% | Add +33.1% | 620,447 | $40.48M | $65.24 | |
| 66 | MEI | Methode Electronics Inc | 0.39% | Add +0.7% | 1,058,154 | $39.19M | No quote | No quote |
| 67 | TCOM | Trip.com Group Ltd | 0.39% | Reduce -50.3% | 1,405,042 | $38.57M | $27.45 | |
| 68 | LIND | Lindblad Expeditions Holdings Inc | 0.37% | Add +120.7% | 4,516,707 | $36.59M | $8.10 | |
| 69 | BIO | Bio-Rad Laboratories Inc | 0.32% | Add +3.5% | 63,903 | $31.63M | $495.00 | |
| 70 | MIDD | Middleby Corp/The | 0.31% | Add +51.3% | 245,647 | $30.79M | $125.36 | |
| 71 | TAP | Molson Coors Beverage Co | 0.30% | Reduce -26.4% | 557,236 | $30.38M | $54.51 | |
| 72 | BRC | Brady Corp | 0.30% | Add +9.4% | 642,472 | $30.35M | $47.24 | |
| 73 | VIV | Telefonica Brasil SA | 0.25% | Reduce -2.9% | 2,766,858 | $25.07M | No quote | No quote |
| 74 | VEA | Vanguard FTSE Developed Markets ETF | 0.23% | Reduce -15.1% | 565,474 | $23.07M | $40.80 | |
| 75 | PGR | Progressive Corp/The | 0.19% | Reduce -53.1% | 165,009 | $19.19M | $116.27 | |
| 76 | OMC | Omnicom Group Inc | 0.18% | Reduce -48.7% | 287,752 | $18.3M | $63.61 | |
| 77 | NOK | Nokia Oyj | 0.18% | Add +28.4% | 3,854,389 | $17.77M | $4.61 | |
| 78 | EVR | Evercore Inc | 0.18% | Reduce -11.3% | 188,977 | $17.69M | $93.61 | No quote |
| 79 | NOV | NOV Inc | 0.17% | Add +75.7% | 1,019,697 | $17.24M | $16.91 | |
| 80 | BSAC | Banco Santander Chile | 0.17% | Add +0.7% | 1,036,082 | $16.88M | No quote | No quote |
| 81 | HMN | Horace Mann Educators Corp | 0.14% | Add +8.9% | 362,249 | $13.9M | No quote | No quote |
| 82 | APA | APA Corp | 0.12% | Reduce -19.1% | 350,600 | $12.24M | $34.90 | |
| 83 | TPR | Tapestry Inc | 0.12% | Add +2.2% | 385,431 | $11.76M | $30.52 | |
| 84 | GSK | GSK PLC | 0.11% | Add +7.0% | 263,090 | $11.45M | $43.53 | |
| 85 | HLI | Houlihan Lokey Inc | 0.11% | Add +12.8% | 142,312 | $11.23M | $78.93 | |
| 86 | MOS | Mosaic Co/The | 0.11% | Reduce -7.2% | 226,506 | $10.7M | $47.23 | |
| 87 | VOD | Vodafone Group PLC | 0.10% | Reduce -3.5% | 665,998 | $10.38M | No quote | No quote |
| 88 | LMT | Lockheed Martin Corp | 0.09% | Reduce -1.7% | 22,072 | $9.49M | $429.96 | |
| 89 | USB | US Bancorp | 0.09% | Add +2.1% | 202,028 | $9.3M | $46.02 | |
| 90 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.07% | Add +2.4% | 27,063 | $7.39M | No quote | No quote |
| 91 | WU | Western Union Co/The | 0.07% | Reduce -1.7% | 441,501 | $7.27M | $16.47 | |
| 92 | ORCL | Oracle Corp | 0.07% | Reduce -1.7% | 98,169 | $6.86M | $69.87 | |
| 93 | GOLD | Barrick Gold Corp | 0.07% | Reduce -50.9%2:1 split | 376,892 | $6.67M | No quote | No quote |
| 94 | BK | Bank of New York Mellon Corp/The | 0.05% | Reduce -1.7% | 127,804 | $5.33M | $41.71 | |
| 95 | ZIMV | Zimvie Inc | 0.05% | Add +22.4% | 327,159 | $5.24M | No quote | No quote |
| 96 | TIMB | TIM SA/Brazil | 0.05% | - | 396,301 | $4.82M | No quote | No quote |
| 97 | ACWX | iShares MSCI ACWI ex US ETF | 0.04% | Add +152.2% | 97,965 | $4.41M | $45.00 | |
| 98 | HNGR | Hanger Inc | 0.04% | Reduce -1.7% | 304,847 | $4.37M | No quote | No quote |
| 99 | MTB | M&T Bank Corp | 0.02% | Reduce -2.6% | 10,997 | $1.75M | $159.32 | |
| 100 | AZN | AstraZeneca PLC | 0.01% | Reduce -5.3% | 22,684 | $1.5M | $66.08 | |
| 101 | IWN | iShares Russell 2000 Value ETF | 0.01% | Reduce -91.3% | 10,253 | $1.4M | $136.16 | |
| 102 | NVS | Novartis AG | 0.01% | Reduce -2.3% | 9,989 | $844K | $84.49 | |
| 103 | SNY | Sanofi | 0.00% | - | 5,385 | $269K | $49.95 | |
| 104 | FI | Fiserv Inc | 0.00% | Add +11.8% | 2,496 | $222K | No quote | No quote |
| 105 | FICO | Fair Isaac Corp | 0.00% | Reduce -12.9% | 486 | $195K | $401.23 | |
| 106 | GNRC | Generac Holdings Inc | 0.00% | New | 896 | $189K | $210.94 | |
| 107 | MSI | Motorola Solutions Inc | 0.00% | New | 829 | $174K | $209.89 | |
| 108 | ST | Sensata Technologies Holding PLC | 0.00% | New | 4,155 | $172K | $41.40 | |
| 109 | PDCO | Patterson Cos Inc | 0.00% | New | 5,073 | $154K | No quote | No quote |
| 110 | DNB | Dun & Bradstreet Holdings Inc | 0.00% | New | 9,984 | $150K | No quote | No quote |
| 111 | REYN | Reynolds Consumer Products Inc | 0.00% | New | 4,033 | $110K | $27.27 | |
| 112 | HCKT | Hackett Group Inc/The | 0.00% | New | 5,580 | $106K | $19.00 | |
| 114 | NLSN | Nielsen Holdings PLC | - | Sold | 0 | $0 | No quote | No quote |
| 113 | IWS | iShares Russell Mid-Cap Value ETF | - | Sold | 0 | $0 | No quote | No quote |