Skip to main content
Focused investors/Ariel Investments

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 2026-09-12 from SEC 13F data.

Live quotes available for 90 of 196 rows. Rows without a quote are marked unavailable.

1FAFFirst American Financial Corp.3.80%Reduce -6.5%9,716,218$329.38M$33.90No quote
2BRSBristow Group Inc.3.21%Add +3.6%4,222,916$277.83MNo quoteNo quote
3WUWestern Union Co.2.88%Add +2.1%13,937,811$249.63M$17.91No quote
4LAZLazard Ltd2.85%Add +1.6%4,928,720$246.58M$50.03No quote
5JLLJLL2.74%Reduce -8.3%1,582,928$237.33M$149.93No quote
6ISCAInternational Speedway Corp.2.34%Add +1.5%6,415,666$203.06MNo quoteNo quote
7IPGInterpublic Group of Cos., Inc.2.34%Add +3.1%9,752,565$202.56MNo quoteNo quote
8SJMJ.M. Smucker Co.2.21%Add +4.5%1,895,126$191.37M$100.98No quote
9GCIGannett Co., Inc.2.19%Reduce -1.9%5,952,133$190.05MNo quoteNo quote
10KMTKennametal Inc.2.16%Add +32.9%5,234,340$187.34M$35.79No quote
11CYNCity National Corp.1.87%Reduce -0.2%2,006,554$162.15MNo quoteNo quote
12SWKStanley Black & Decker, Inc.1.83%Add +10.9%1,650,591$158.59M$96.08No quote
13JNSJanus Capital Group Inc.1.78%Reduce -4.6%9,576,506$154.47MNo quoteNo quote
14LHLaboratory Corp. of America Holdings1.73%Reduce -0.2%1,386,680$149.62M$107.90No quote
15NWLNewell Rubbermaid Inc.1.66%Reduce -0.2%3,770,059$143.6M$38.09No quote
16KKRKKR & Co. L.P.1.64%Add +2.7%6,121,560$142.08M$23.21No quote
17HSPHospira, Inc.1.63%Reduce -5.0%2,311,309$141.57MNo quoteNo quote
18CBRECBRE Group, Inc.1.52%Reduce -4.1%3,835,896$131.38M$34.25No quote
19SNASnap-On Inc.1.50%Reduce -7.9%950,457$129.97M$136.74No quote
20BIOBio-Rad Laboratories, Inc.1.48%Reduce -0.6%1,060,567$127.86M$120.56No quote
21CRLCharles River Laboratories Intl, Inc.1.47%Add +0.4%2,004,055$127.54M$63.64No quote
22BIDSotheby's1.42%Add +5.8%2,848,565$123MNo quoteNo quote
23BRCBrady Corp.1.41%Add +3.1%4,462,578$122.01M$27.34No quote
24ZBHZimmer Holdings, Inc.1.36%Reduce -0.6%1,040,965$118.07M$113.42No quote
25MSGMadison Square Garden Co.1.36%Reduce -16.3%1,565,646$117.83MNo quoteNo quote
26MDPMeredith Corp.1.31%Add +0.4%2,094,362$113.77MNo quoteNo quote
27SSDSimpson Manufacturing Co., Inc.1.27%Add +8.3%3,178,871$109.99M$34.60No quote
28MCFContango Oil & Gas Co.1.27%Add +0.0%3,749,217$109.63MNo quoteNo quote
29MTSCMTS Systems Corp.1.25%Add +5.1%1,446,559$108.54MNo quoteNo quote
30AXEAnixter Intl Inc.1.23%Add +18.5%1,203,876$106.5MNo quoteNo quote
31FICOFair Isaac Corp.1.21%Reduce -17.5%1,443,821$104.39M$72.30No quote
32BENFranklin Resources, Inc.1.18%Reduce -0.5%1,850,175$102.44M$55.37No quote
33NTRSNorthern Trust Corp.1.17%Reduce -0.2%1,509,474$101.74M$67.40No quote
34DNBDun & Bradstreet Corp.1.16%Add +0.5%829,097$100.29MNo quoteNo quote
35AFLAFLAC Inc.1.16%Add +9.0%1,639,462$100.16M$61.09No quote
36CBSCBS Corp.1.10%Add +30.6%1,720,057$95.19MNo quoteNo quote
37OMCOmnicom Group Inc.1.08%Reduce -0.4%1,202,590$93.17M$77.47No quote
38RCLRoyal Caribbean Cruises Ltd.1.07%Reduce -17.4%1,125,221$92.75M$82.43No quote
39JWNNordstrom, Inc.1.02%Reduce -20.3%1,117,279$88.7MNo quoteNo quote
40ITWIllinois Tool Works Inc.0.99%Reduce -0.9%909,356$86.12M$94.70No quote
41LFUSLittelfuse, Inc.0.99%Reduce -0.0%883,410$85.4M$96.67No quote
42STJSt. Jude Medical, Inc.0.92%Reduce -0.6%1,219,961$79.33MNo quoteNo quote
43GILDGilead Sciences, Inc.0.87%Add +24.7%802,803$75.67M$94.26No quote
44MSFTMicrosoft Corp.0.86%Add +20.6%1,606,672$74.63M$46.45No quote
45SLCAU.S. Silica Holdings, Inc.0.85%Add +289.8%2,852,471$73.28MNo quoteNo quote
46TMOThermo Fisher Scientific Inc.0.84%Add +7.4%580,501$72.73M$125.29No quote
47MHKMohawk Industries, Inc.0.80%Add +0.5%445,987$69.29M$155.36No quote
48VIABViacom, Inc.0.79%Add +11.4%906,607$68.22MNo quoteNo quote
49JNJJohnson & Johnson0.76%Add +17.8%632,132$66.1M$104.57No quote
50BXBlackstone Group L.P.0.63%Add +0.1%1,617,812$54.73M$33.83No quote
51COHCoach, Inc.0.63%Reduce -9.9%1,455,109$54.65MNo quoteNo quote
52BLTBlount Intl, Inc.0.60%Reduce -1.3%2,945,085$51.75MNo quoteNo quote
53COWNCowen Group, Inc.0.56%Reduce -5.2%10,175,653$48.84MNo quoteNo quote
54HARHarman Intl Industries, Inc.0.55%Add +27.5%445,368$47.53MNo quoteNo quote
55NOVNational Oilwell Varco0.55%Add +427.1%722,935$47.37M$65.53No quote
56TISITeam, Inc.0.52%Reduce -3.6%1,110,233$44.92MNo quoteNo quote
57GSKGlaxoSmithKline plc ADR0.52%Add +3.9%1,044,923$44.66M$42.74No quote
58ORBCORBCOMM, Inc.0.49%Add +0.7%6,511,317$42.58MNo quoteNo quote
59VEAVanguard MSCI EAFE ETF0.49%Add +321.3%1,116,208$42.28M$37.88No quote
60TWTowers Watson0.46%Add +11.8%352,140$39.85M$113.17No quote
61TROWT. Rowe Price Group, Inc.0.46%Reduce -0.4%459,806$39.48M$85.86No quote
62BIDUBaidu, Inc. ADR0.45%Add +54.8%170,968$38.98M$227.97No quote
63RSTRosetta Stone Inc.0.43%Reduce -4.5%3,849,669$37.57MNo quoteNo quote
64XOXOXO Group Inc.0.40%Reduce -1.5%1,925,380$35.06MNo quoteNo quote
65IEXIDEX Corp.0.39%Reduce -22.6%429,221$33.41M$77.84No quote
66TUMITumi Holdings Inc.0.38%Add +7.3%1,400,105$33.22MNo quoteNo quote
67GHCGraham Holdings Co.0.38%Reduce -26.1%37,969$32.79M$863.70No quote
68PCOPendrell Corp.0.36%Add +9.8%22,547,095$31.12MNo quoteNo quote
69RYAAYRyanair Holdings plc ADR0.35%Add +30.0%424,644$30.26M$71.27No quote
70NOKNokia Corp. ADR0.35%Add +54.6%3,828,176$30.09M$7.86No quote
71ACTGAcacia Research Corp.0.33%Add +30.3%1,673,475$28.35MNo quoteNo quote
72ZBRAZebra Technologies Corp.0.32%Add +0.1%353,039$27.33M$77.41No quote
73BRCMBroadcom Corp.0.30%Add +30.5%598,273$25.92MNo quoteNo quote
74DGXQuest Diagnostics Inc.0.30%Add +10.8%386,508$25.92M$67.06No quote
75RNWKRealNetworks, Inc.0.30%Add +39.8%3,676,982$25.89MNo quoteNo quote
76PCTIPCTEL, Inc.0.30%Reduce -1.6%2,986,847$25.87MNo quoteNo quote
77IMNImation Corp.0.29%Add +3.8%6,700,936$25.4MNo quoteNo quote
78BCOBrink's Co.0.29%Reduce -6.0%1,019,480$24.89M$24.41No quote
79LFCRLandec Corp.0.28%Reduce -1.6%1,781,428$24.6MNo quoteNo quote
80RTKRentech, Inc.0.27%Add +36.1%18,857,659$23.76MNo quoteNo quote
81LLLumber Liquidators Holdings, Inc.0.27%New357,204$23.69MNo quoteNo quote
82CHLChina Mobile Ltd. ADR0.27%Reduce -1.8%400,803$23.58MNo quoteNo quote
83RDSARoyal Dutch Shell plc ADR0.26%Reduce -4.5%335,600$22.47MNo quoteNo quote
84OESXOrion Energy Systems, Inc.0.25%Reduce -1.2%3,919,208$21.56MNo quoteNo quote
85TILEInterface, Inc.0.24%Add +4.2%1,273,939$20.98M$16.47No quote
86FRMFurmanite Corp.0.24%Add +14.1%2,675,316$20.92MNo quoteNo quote
87SIGMSigma Designs, Inc.0.24%Reduce -2.3%2,823,695$20.9MNo quoteNo quote
88USBU.S. Bancorp0.23%Add +30.5%449,995$20.23M$44.95No quote
89SPARSpartan Motors Inc.0.23%Reduce -1.7%3,720,639$19.57MNo quoteNo quote
90EACErickson Inc.0.23%Reduce -0.7%2,340,545$19.52MNo quoteNo quote
91ALOTAstro-Med, Inc.0.22%Add +0.3%1,167,646$19.27MNo quoteNo quote
92QLGCQLogic Corp.0.22%Add +29.2%1,416,066$18.86MNo quoteNo quote
93AVHIAV Homes, Inc.0.21%Reduce -2.6%1,245,764$18.15MNo quoteNo quote
94MINDMitcham Industries, Inc.0.20%Reduce -4.8%2,945,988$17.47MNo quoteNo quote
95RBCNRubicon Technology, Inc.0.20%Add +72.7%3,809,373$17.41MNo quoteNo quote
96PMPhilip Morris Intl, Inc.0.20%Add +49.2%209,522$17.07M$81.45No quote
97PVTBPrivateBancorp, Inc.0.19%Add +0.7%492,348$16.44MNo quoteNo quote
98VZVerizon Communications Inc.0.19%New348,964$16.33M$46.78No quote
99HCCHCC Insurance Holdings, Inc.0.19%Add +1.3%301,224$16.12M$53.52No quote
100CVUCPI Aerostructures, Inc.0.19%Add +1.9%1,571,757$16.05MNo quoteNo quote
101MNManning & Napier, Inc.0.18%New1,152,730$15.93MNo quoteNo quote
102IWNIShares Russell 2000 Value0.18%New154,683$15.73M$101.68No quote
103DVDeVry Education Group Inc.0.18%Add +0.3%325,200$15.44M$47.47No quote
104CNTYCentury Casinos, Inc.0.18%Add +19.7%3,031,885$15.31MNo quoteNo quote
105MATWMatthews Intl Corp.0.17%Add +0.7%305,567$14.87M$48.67No quote
106BSACBanco Santander-Chile ADR0.16%Add +650.0%715,175$14.1MNo quoteNo quote
107RKUSRuckus Wireless, Inc.0.16%Add +8.6%1,163,540$13.99MNo quoteNo quote
108QUMUQumu Corp.0.16%Add +29.2%1,013,186$13.85MNo quoteNo quote
109HMNHorace Mann Educators Corp.0.16%Reduce -0.6%416,506$13.82MNo quoteNo quote
110EDGWEdgewater Technology Inc.0.16%Reduce -0.3%1,832,030$13.75MNo quoteNo quote
111VWOVanguard FTSE Emerging Markets ETF0.15%Add +327.3%330,245$13.22M$40.02No quote
112PRCPPerceptron, Inc.0.15%Reduce -0.2%1,321,395$13.15MNo quoteNo quote
113TNAVTelenav Inc.0.15%Reduce -0.8%1,965,654$13.11MNo quoteNo quote
114TIFTiffany & Co.0.15%Add +0.1%120,409$12.87MNo quoteNo quote
115POZNPozen Inc.0.15%Reduce -23.3%1,588,798$12.71MNo quoteNo quote
116CPIXCumberland Pharmaceuticals, Inc.0.14%Reduce -20.0%2,085,426$12.47MNo quoteNo quote
117WMTWal-Mart Stores, Inc.0.14%Reduce -17.9%138,311$11.88M$85.88No quote
118BOBEBob Evans Farms, Inc.0.12%Add +0.7%210,467$10.77MNo quoteNo quote
119VOOVanguard S&P 500 ETF0.12%New56,244$10.6M$188.39No quote
120ORCLOracle Corp.0.12%Reduce -1.1%228,510$10.28M$44.97No quote
121RLHRed Lion Hotels Corp.0.12%Reduce -1.8%1,607,188$10.19MNo quoteNo quote
122CRWSCrown Crafts, Inc.0.12%Reduce -0.4%1,293,657$10.05MNo quoteNo quote
123SOSouthern Co.0.12%Add +77.8%202,853$9.96M$49.11No quote
124VTVanguard Total Wld Stock Index Fd (ETF)0.11%Add +19.0%162,629$9.78M$60.12No quote
125MIDDMiddleby Corp.0.11%Reduce -1.1%97,700$9.68M$99.10No quote
126BRK-BBerkshire Hathaway Inc.0.11%Add +30.5%63,968$9.61M$150.15No quote
127PNCThe PNC Financial Service Group, Inc.0.11%Add +29.1%100,053$9.13M$91.23No quote
128LMTLockheed Martin Corp.0.11%Reduce -12.5%47,310$9.11M$192.56No quote
129CVSCVS Health Corp.0.10%Reduce -1.7%93,675$9.02M$96.31No quote
130AETIAmerican Electric Technologies, Inc.0.10%Add +5.3%1,600,499$8.85MNo quoteNo quote
131DVDDover Motorsports, Inc.0.10%Reduce -0.4%3,368,937$8.79MNo quoteNo quote
132HDNGHardinge Inc.0.10%Reduce -1.5%730,860$8.71MNo quoteNo quote
133BTNBallantyne Strong, Inc.0.10%Reduce -0.7%2,074,182$8.59MNo quoteNo quote
134EMCEMC Corp.0.10%Add +29.2%277,299$8.25MNo quoteNo quote
135IBMInternational Business Machines Corp.0.09%Reduce -0.2%51,182$8.21M$160.45No quote
136STLYStanley Furniture Co.0.09%Reduce -1.3%2,919,131$8MNo quoteNo quote
137XOMExxon Mobil Corp.0.09%Reduce -0.1%85,510$7.91M$92.45No quote
138MOSMosaic Co.0.09%Reduce -0.8%162,630$7.42M$45.65No quote
139VICLVical Inc.0.08%Add +10.3%6,483,219$6.81MNo quoteNo quote
140CLBCore Laboratories N.V.0.08%Add +31.6%56,035$6.74M$120.34No quote
141PIRPier 1 Imports, Inc.0.08%Add +37.1%436,685$6.73MNo quoteNo quote
142JPMJPMorgan Chase & Co.0.08%Add +4.1%106,466$6.66M$62.58No quote
143BBBYQBed Bath & Beyond Inc.0.08%Reduce -0.1%86,005$6.55MNo quoteNo quote
144GSGoldman Sachs Group, Inc.0.07%-33,275$6.45M$193.84No quote
145MSMorgan Stanley0.07%Reduce -0.1%159,380$6.18M$38.80No quote
146PXPraxair, Inc.0.07%Add +29.0%46,921$6.08MNo quoteNo quote
147GAIAGaiam, Inc.0.07%Reduce -5.0%836,310$5.96MNo quoteNo quote
148HNGRHanger, Inc.0.06%Add +57.2%253,785$5.56MNo quoteNo quote
149ITUBItau Unibanco Holding SA ADR0.06%Add +3347.6%382,472$4.98M$13.01No quote
150CSWCCapital Southwest Corp.0.06%Add +47.5%126,000$4.78MNo quoteNo quote
151BKBank of New York Mellon Corp.0.05%Reduce -0.2%116,515$4.73M$40.57No quote
152TINYHarris & Harris Group, Inc.0.05%New1,581,593$4.67MNo quoteNo quote
153TGTTarget Corp.0.05%Reduce -39.0%61,450$4.67M$75.92No quote
154BAXBaxter Intl Inc.0.05%Reduce -0.2%62,951$4.61M$73.30No quote
155NVDANVIDIA Corp.0.05%Add +29.0%218,965$4.39M$20.05No quote
156SLBSchlumberger Ltd.0.05%Add +433.5%51,362$4.39M$85.41No quote
157CHKChesapeake Energy Corp.0.05%-220,785$4.32MNo quoteNo quote
158VIVTelefonica Brasil SA ADR0.05%Add +18.2%240,836$4.26MNo quoteNo quote
159APOLApollo Education Group, Inc.0.05%-119,875$4.09MNo quoteNo quote
160APAApache Corp.0.04%-61,900$3.88M$62.67No quote
161TKCTurkcell Iletisim Hizmetleri AS ADR0.04%Add +17.3%252,328$3.82MNo quoteNo quote
162BTIBritish American Tobacco plc ADR0.04%Add +45.7%34,500$3.72M$107.83No quote
163VSRVersar Inc.0.04%Reduce -39.8%1,141,021$3.61MNo quoteNo quote
164AZTABrooks Automation, Inc.0.04%Add +2.6%278,750$3.55MNo quoteNo quote
165ALTRAltera Corp.0.04%Add +118.9%94,030$3.47MNo quoteNo quote
166GOLDBarrick Gold Corp.0.04%-322,268$3.46MNo quoteNo quote
167MKCMcCormick & Co., Inc.0.04%Add +4.5%44,486$3.31M$74.29No quote
168EXPDExpeditors Intl of Washington0.04%Reduce -28.2%73,917$3.3M$44.60No quote
169ANSSAnsys, Inc.0.04%Add +28.9%40,190$3.3MNo quoteNo quote
170GIFIGulf Island Fabrication, Inc.0.04%Reduce -17.8%167,100$3.24MNo quoteNo quote
171IGTInternational Game Technology0.04%Reduce -17.3%182,915$3.16MNo quoteNo quote
172ACNAccenture plc0.03%Add +160.4%30,553$2.73M$89.32No quote
173COLRockwell Collins, Inc.0.03%Add +28.8%31,284$2.64MNo quoteNo quote
174SUPSuperior Industries Intl, Inc.0.03%Add +8.7%128,375$2.54MNo quoteNo quote
175BSMXSantander Mexico Financial Group ADR0.03%Add +225.3%234,737$2.43MNo quoteNo quote
176VPLVanguard MSCI Pacific ETF0.02%Reduce -42.7%35,058$1.99MNo quoteNo quote
177VGKVanguard MSCI Europe ETF0.02%-36,872$1.93M$52.40No quote
178CMECME Group Inc.0.02%New21,672$1.92M$88.64No quote
179PNRAPanera Bread Co.0.02%Reduce -63.5%10,916$1.91MNo quoteNo quote
180MFLXMulti-Fineline Electronix, Inc.0.02%Reduce -2.2%167,525$1.88MNo quoteNo quote
181MBFIMB Financial, Inc.0.02%Reduce -14.3%53,850$1.77MNo quoteNo quote
182STTState Street Corp.0.02%Add +29.6%18,470$1.45M$78.51No quote
183AXTIAXT Inc.0.01%New448,415$1.26M$2.80No quote
184MTBM&T Bank Corp.0.01%Add +29.8%9,781$1.23M$125.65No quote
185KINKindred Biosciences, Inc.0.01%New134,425$1MNo quoteNo quote
186HSBCHSBC Holdings plc ADR0.01%Reduce -59.0%21,019$993K$47.24No quote
18746434ViShares MSCI United Kingdom Index ETF0.01%New51,300$925KNo quoteNo quote
188AXPAmerican Express Co.0.01%Add +28.9%7,082$659K$93.05No quote
189COSTCostco Wholesale Corp.0.01%Reduce -35.1%3,389$480K$141.63No quote
190WECWisconsin Energy Corp.0.01%Reduce -79.0%8,950$472K$52.74No quote
196TMToyota Motor Corp. ADR-Sold0$0No quoteNo quote
195OPLKOplink Communications, Inc.-Sold0$0No quoteNo quote
194MRMindray Medical Intl Ltd.-Sold0$0No quoteNo quote
193BYIBally Technologies, Inc.-Sold0$0No quoteNo quote
192ALVAutoliv Inc.-Sold0$0No quoteNo quote
191ARCARC Document Solutions, Inc.-Sold0$0No quoteNo quote