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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.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 98 of 201 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd.3.14%Reduce -0.9%6,483,375$266.4M$41.09No quote
2KMTKennametal Inc.2.69%Reduce -22.0%7,283,818$227.69M$31.26No quote
3FAFFirst American Financial Corp.2.38%Add +0.1%5,511,941$201.9M$36.63No quote
4BRSBristow Group Inc.2.37%Reduce -5.8%9,789,512$200.49MNo quoteNo quote
5NTRSNorthern Trust Corp.2.26%Reduce -13.6%2,150,452$191.5M$89.05No quote
6LHLaboratory Corp. of America Holdings2.23%Add +2.2%1,470,340$188.76M$128.38No quote
7ZBRAZebra Technologies Corp.2.17%Reduce -7.0%2,139,837$183.51M$85.76No quote
8IPGInterpublic Group of Cos., Inc.2.11%Reduce -0.5%7,639,560$178.84MNo quoteNo quote
9BIDUBaidu, Inc. ADR2.03%Add +5.8%1,046,203$172.01M$164.41No quote
10BIOBio-Rad Laboratories, Inc.1.91%Reduce -7.4%886,827$161.65M$182.28No quote
11KKRKKR & Co. L.P.1.88%Reduce -2.8%10,357,455$159.4M$15.39No quote
12MSFTMicrosoft Corp.1.87%Add +1.3%2,548,541$158.37M$62.14No quote
13AXEAnixter Intl Inc.1.87%Reduce -26.2%1,952,923$158.28MNo quoteNo quote
14JLLJLL1.85%Add +4.4%1,554,422$157.06M$101.04No quote
15MSGNMSG Networks, Inc.1.66%Reduce -0.2%6,545,162$140.72MNo quoteNo quote
16SJMJ.M. Smucker Co.1.64%Reduce -0.6%1,083,778$138.79M$128.06No quote
17TGNATEGNA, Inc.1.60%Add +2.4%6,351,002$135.85MNo quoteNo quote
18VIABViacom, Inc.1.53%Add +14.9%3,693,761$129.65MNo quoteNo quote
19WUWestern Union Co.1.53%Reduce -4.0%5,956,053$129.37M$21.72No quote
20NOKNokia Corp. ADR1.52%Add +28.6%26,722,490$128.54M$4.81No quote
21ISCAInternational Speedway Corp.1.51%Reduce -9.3%3,483,402$128.19MNo quoteNo quote
22MATMattel, Inc.1.45%Add +18.1%4,460,539$122.89M$27.55No quote
23KEYSKeysight Technologies, Inc.1.43%New3,320,024$121.41M$36.57No quote
24CBRECBRE Group, Inc.1.42%Reduce -0.3%3,821,756$120.35M$31.49No quote
25CRLCharles River Laboratories Intl, Inc.1.42%Add +10.5%1,576,856$120.14M$76.19No quote
26SNASnap-On Inc.1.38%Add +3.4%684,163$117.18M$171.27No quote
27ZBHZimmer Biomet Holdings, Inc.1.38%Add +12.4%1,129,553$116.57M$103.20No quote
28HARHarman Intl Industries, Inc.1.36%Reduce -18.0%1,036,078$115.17MNo quoteNo quote
29GILDGilead Sciences, Inc.1.34%Add +3.4%1,584,199$113.44M$71.61No quote
30AFLAFLAC Inc.1.33%Reduce -0.7%1,623,769$113.01M$69.60No quote
31SWKStanley Black & Decker, Inc.1.31%Reduce -4.3%965,758$110.76M$114.69No quote
32BRCBrady Corp.1.25%Reduce -24.2%2,830,048$106.27M$37.55No quote
33MDPMeredith Corp.1.22%Reduce -3.4%1,752,372$103.65MNo quoteNo quote
34MTSCMTS Systems Corp.1.20%Add +6.9%1,791,564$101.58MNo quoteNo quote
35JNJJohnson & Johnson1.18%Add +1.4%870,359$100.27M$115.21No quote
36OMCOmnicom Group Inc.1.12%Reduce -7.5%1,117,699$95.13M$85.11No quote
37DNBDun & Bradstreet Corp.1.11%Add +0.9%777,739$94.36MNo quoteNo quote
38ITWIllinois Tool Works Inc.1.09%Reduce -5.8%754,329$92.38M$122.46No quote
39JNSJanus Capital Group Inc.1.03%Reduce -10.9%6,579,350$87.31MNo quoteNo quote
40RCLRoyal Caribbean Cruises Ltd.1.02%Reduce -0.3%1,052,646$86.36M$82.04No quote
41SSDSimpson Manufacturing Co., Inc.0.98%Reduce -22.7%1,903,201$83.27M$43.75No quote
42PMPhilip Morris Intl, Inc.0.95%Add +93.4%876,515$80.19M$91.49No quote
43MSGSThe Madison Square Garden Co.0.92%Reduce -4.2%456,825$78.35M$171.51No quote
44CBSCBS Corp.0.90%Reduce -0.3%1,200,657$76.39MNo quoteNo quote
45BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.90%Add +12.6%467,962$76.27MNo quoteNo quote
46BWABorgWarner Inc.0.82%Add +5.0%1,752,713$69.13M$39.44No quote
47LFUSLittelfuse, Inc.0.82%Reduce -23.4%455,005$69.06M$151.77No quote
48TISITeam, Inc.0.81%Reduce -8.8%1,748,481$68.63MNo quoteNo quote
49DVDeVry Education Group Inc.0.81%Add +0.2%2,188,443$68.28M$31.20No quote
50TMOThermo Fisher Scientific Inc.0.81%Reduce -8.1%483,526$68.23M$141.10No quote
51SLCAU.S. Silica Holdings, Inc.0.80%Reduce -36.6%1,195,314$67.75MNo quoteNo quote
52NOVNational Oilwell Varco0.77%Add +1.7%1,740,985$65.18M$37.44No quote
53GSKGlaxoSmithKline plc ADR0.75%Add +2.4%1,646,146$63.39M$38.51No quote
54AXPAmerican Express Co.0.73%Add +4.1%830,330$61.51M$74.08No quote
55PGRProgressive Corp.0.71%Reduce -0.3%1,696,257$60.22M$35.50No quote
56BENFranklin Resources, Inc.0.71%Reduce -16.3%1,521,120$60.21M$39.58No quote
57MHKMohawk Industries, Inc.0.65%Reduce -0.4%274,530$54.82M$199.68No quote
58TIFTiffany & Co.0.64%Reduce -0.3%703,583$54.48MNo quoteNo quote
59WTWWillis Towers Watson plc0.59%Reduce -0.2%409,202$50.04M$122.28No quote
60CHLChina Mobile Ltd. ADR0.56%Add +19.7%912,673$47.85MNo quoteNo quote
61FICOFair Isaac Corp.0.54%Reduce -2.3%384,588$45.85M$119.22No quote
62RSTRosetta Stone Inc.0.53%Reduce -6.5%5,005,395$44.6MNo quoteNo quote
63VZVerizon Communications Inc.0.51%Add +3.3%808,974$43.18M$53.38No quote
64COWNCowen Group, Inc.0.51%Reduce -77.1%2,774,161$43MNo quoteNo quote
65JWNNordstrom, Inc.0.49%Reduce -24.2%857,949$41.12MNo quoteNo quote
66BXBlackstone Group L.P.0.45%Reduce -0.1%1,420,949$38.41M$27.03No quote
67BCOBrink's Co.0.45%Reduce -17.8%927,499$38.26M$41.25No quote
68MCFContango Oil & Gas Co.0.41%Reduce -2.5%3,727,380$34.81MNo quoteNo quote
69DGXQuest Diagnostics Inc.0.40%Reduce -8.2%371,880$34.18M$91.90No quote
70RNWKRealNetworks, Inc.0.40%Reduce -3.6%6,927,952$33.67MNo quoteNo quote
71CLBCore Laboratories N.V.0.39%Add +4.5%274,344$32.93M$120.04No quote
72HLIHoulihan Lokey, Inc.0.38%Reduce -0.7%1,044,970$32.52M$31.12No quote
73CEBZZZZCEB Inc.0.38%Add +21.8%530,057$32.12MNo quoteNo quote
74ORBCORBCOMM, Inc.0.36%Add +25.1%3,707,403$30.66MNo quoteNo quote
75CNTYCentury Casinos, Inc.0.34%Reduce -6.6%3,476,882$28.62MNo quoteNo quote
76TNAVTelenav Inc.0.33%Reduce -0.7%4,012,661$28.29MNo quoteNo quote
77SOSouthern Co.0.33%Add +0.4%566,215$27.85M$49.19No quote
78COSTCostco Wholesale Corp.0.32%Add +120.5%166,868$26.72M$160.11No quote
79SLBSchlumberger Ltd.0.30%Add +3.9%298,888$25.09M$83.95No quote
80VEAVanguard FTSE Developed ETF0.28%Add +35.7%657,739$24.03M$36.54No quote
81BIDSotheby's0.27%Reduce -11.1%584,214$23.29MNo quoteNo quote
82SRESempra Energy0.27%Add +132.1%231,354$23.28MNo quoteNo quote
83FLRFluor Corp.0.27%Add +61.8%436,266$22.91M$52.52No quote
84ACTGAcacia Research Corp.0.26%Add +0.2%3,413,174$22.19MNo quoteNo quote
85XOXOXO Group Inc.0.26%Reduce -2.7%1,140,218$22.18MNo quoteNo quote
86PCOZZZZPendrell Corp.0.26%New3,250,012$21.94MNo quoteNo quote
87TROWT. Rowe Price Group, Inc.0.26%Reduce -18.1%289,155$21.76M$75.26No quote
88BSACBanco Santander-Chile ADR0.25%Reduce -11.7%986,025$21.56MNo quoteNo quote
89BOKFBOK Financial Corp.0.24%Reduce -2.9%242,933$20.17M$83.04No quote
90IEXIDEX Corp.0.23%Reduce -16.7%212,984$19.18M$90.06No quote
91AFHAtlas Financial Holdings, Inc.0.21%New980,172$17.69MNo quoteNo quote
92USBU.S. Bancorp0.21%Reduce -32.0%339,811$17.46M$51.37No quote
93PCTIPCTEL, Inc.0.20%Reduce -6.2%3,175,424$17.08MNo quoteNo quote
94MATWMatthews Intl Corp.0.20%Reduce -14.9%218,418$16.79M$76.85No quote
95EOGEOG Resources Inc.0.20%Reduce -34.9%166,000$16.78M$101.10No quote
96KINKindred Biosciences, Inc.0.20%Add +2.8%3,940,859$16.75MNo quoteNo quote
97CSWCCapital Southwest Corp.0.18%Add +10.9%939,799$15.18MNo quoteNo quote
98HMNHorace Mann Educators Corp.0.18%Reduce -5.1%347,021$14.85MNo quoteNo quote
99SPARSpartan Motors Inc.0.17%Reduce -13.0%1,552,876$14.36MNo quoteNo quote
100TILEInterface, Inc.0.17%Reduce -3.7%756,357$14.03M$18.55No quote
101EDGWEdgewater Technology Inc.0.16%Reduce -1.0%1,763,320$13.23MNo quoteNo quote
102CVUCPI Aerostructures, Inc.0.16%Reduce -13.5%1,427,538$13.21MNo quoteNo quote
103BTNBallantyne Strong, Inc.0.15%Reduce -13.7%1,603,903$12.83MNo quoteNo quote
104ALOTAstroNova, Inc.0.15%Reduce -0.0%881,974$12.57MNo quoteNo quote
105GHCGraham Holdings Co.0.15%Add +0.0%24,270$12.43M$511.95No quote
106MINDMitcham Industries, Inc.0.14%Reduce -1.4%2,934,110$12.18MNo quoteNo quote
107PRCPPerceptron, Inc.0.14%Add +5.2%1,742,706$11.57MNo quoteNo quote
108AZTABrooks Automation, Inc.0.13%Reduce -19.0%660,710$11.28MNo quoteNo quote
109OESXOrion Energy Systems, Inc.0.13%Reduce -6.4%5,163,080$11.2MNo quoteNo quote
110ACWXiShares MSCI ACWI ex US ETF0.13%Add +261.4%276,560$11.14M$40.27No quote
111LFCRLandec Corp.0.13%Reduce -31.5%794,934$10.97MNo quoteNo quote
112CPIXCumberland Pharmaceuticals, Inc.0.12%Reduce -11.0%1,824,580$10.04MNo quoteNo quote
113MNManning & Napier, Inc.0.12%Reduce -6.9%1,311,025$9.9MNo quoteNo quote
114GAIAGaia, Inc.0.11%Reduce -16.0%1,121,833$9.7MNo quoteNo quote
115TSTenaris ADR0.11%Add +7.6%270,030$9.64MNo quoteNo quote
116SEACSeaChange Intl, Inc.0.11%Reduce -14.6%4,132,278$9.5MNo quoteNo quote
117GSITGSI Technology Inc.0.11%New1,466,426$9.09MNo quoteNo quote
118IBMInternational Business Machines Corp.0.10%-52,688$8.75M$166.00No quote
119IWNIShares Russell 2000 Value0.10%New71,494$8.5M$118.93No quote
120CMECME Group Inc.0.10%Add +139.1%71,231$8.22M$115.34No quote
121LMTLockheed Martin Corp.0.10%-32,745$8.18M$249.93No quote
122GIFIGulf Island Fabrication, Inc.0.09%Reduce -15.3%663,771$7.9MNo quoteNo quote
123VTVanguard Total World Stock Index Fd ETF0.09%Reduce -46.7%128,969$7.87M$61.00No quote
124ORCLOracle Corp.0.09%-204,295$7.86M$38.45No quote
125ANSSAnsys, Inc.0.09%Reduce -55.0%82,060$7.59MNo quoteNo quote
126TTGTTechTarget, Inc.0.09%Add +71.5%863,470$7.37MNo quoteNo quote
127LLLumber Liquidators Holdings, Inc.0.09%Reduce -3.8%467,375$7.36MNo quoteNo quote
128TINYHarris & Harris Group, Inc.0.09%Add +8.2%5,282,791$7.29MNo quoteNo quote
129JPMJPMorgan Chase & Co.0.08%-81,873$7.07M$86.29No quote
131GSGoldman Sachs Group, Inc.0.08%Reduce -15.6%28,548$6.84M$239.46No quote
130ASPNAspen Aerogels Inc.0.08%Add +129.3%1,655,326$6.84M$4.13No quote
132COHCoach, Inc.0.08%Add +1.0%189,364$6.63MNo quoteNo quote
133IMNImation Corp.0.08%Reduce -0.1%8,049,085$6.6MNo quoteNo quote
134MOSMosaic Co.0.08%Add +8.6%222,885$6.54M$29.33No quote
135RYAAYRyanair Holdings plc ADR0.08%Reduce -44.1%78,351$6.52M$83.27No quote
136AXTIAXT Inc.0.08%Reduce -33.8%1,344,402$6.45M$4.80No quote
137GOLDBarrick Gold Corp.0.07%Add +26.5%395,944$6.33MNo quoteNo quote
138CRAICRA International, Inc.0.07%Add +0.9%172,200$6.3M$36.60No quote
139STRTStrattec Security Corp.0.07%Add +24.2%151,797$6.12MNo quoteNo quote
140XOMExxon Mobil Corp.0.07%-66,717$6.02M$90.26No quote
141WMARWest Marine, Inc.0.07%Add +41.9%552,196$5.78MNo quoteNo quote
142SUPSuperior Industries Intl, Inc.0.07%Add +4.7%217,559$5.73MNo quoteNo quote
143RTKHQRentech, Inc.0.07%Reduce -8.8%2,272,066$5.64MNo quoteNo quote
144RELLRichardson Electronics, Ltd.0.06%Reduce -13.9%872,699$5.5M$6.30No quote
145HDNGHardinge Inc.0.06%Reduce -10.9%486,609$5.39MNo quoteNo quote
146BKBank of New York Mellon Corp.0.06%-112,970$5.35M$47.38No quote
147GLUUGlu Mobile Inc.0.06%Add +21.3%2,753,700$5.34MNo quoteNo quote
148MBFIMB Financial, Inc.0.06%Reduce -0.3%112,400$5.31MNo quoteNo quote
149EMKREmcore Corporation0.06%Reduce -38.2%608,030$5.29MNo quoteNo quote
150MOVMovado Group Inc.0.06%Add +4.3%172,800$4.97MNo quoteNo quote
151MSMorgan Stanley0.06%Reduce -52.5%116,692$4.93M$42.25No quote
152APAApache Corp.0.06%-77,018$4.89M$63.47No quote
153HNGRHanger, Inc.0.05%Add +72.3%390,999$4.5MNo quoteNo quote
154OXYOccidental Petroleum Corp.0.05%Add +0.9%61,614$4.39M$71.23No quote
155VOOVanguard S&P 500 ETF0.05%Reduce -67.7%21,290$4.37M$205.31No quote
156BSMXSantander Mexico Financial Group ADR0.05%Add +17.3%585,081$4.21MNo quoteNo quote
157DVDDover Motorsports, Inc.0.05%Reduce -37.6%1,748,083$4.02MNo quoteNo quote
158DGIIDigi International Inc.0.05%Reduce -17.0%291,292$4.01M$13.75No quote
159GRBKGreen Brick Partners Inc.0.05%Add +28.6%394,600$3.97M$10.05No quote
160BBBYQBed Bath & Beyond Inc.0.05%-97,240$3.95MNo quoteNo quote
161FFFutureFuel Corp.0.05%Add +2.6%281,200$3.91MNo quoteNo quote
162FDSFactset Research Systems, Inc.0.05%New23,417$3.83M$163.43No quote
163QUMUQumu Corp.0.04%Reduce -15.8%1,514,922$3.61MNo quoteNo quote
164ESIOElectro Scientific Industries, Inc.0.04%Add +4.5%531,547$3.15MNo quoteNo quote
165CRWSCrown Crafts, Inc.0.04%Reduce -29.5%404,862$3.14MNo quoteNo quote
166CAKECheesecake Factory Inc.0.03%New45,115$2.7M$59.87No quote
167CVSCVS Health Corp.0.03%New33,499$2.64M$78.90No quote
168CAHCardinal Health, Inc.0.03%New36,526$2.63M$71.98No quote
169ARCBArcBest Corp.0.03%Reduce -49.7%94,820$2.62M$27.65No quote
170VSRVersar Inc.0.03%Reduce -1.7%1,765,373$2.42MNo quoteNo quote
171AETIAmerican Electric Technologies, Inc.0.02%Reduce -11.7%1,329,911$2.06MNo quoteNo quote
172RBCNRubicon Technology, Inc.0.02%Reduce -13.5%3,251,726$1.95MNo quoteNo quote
173VARVarian Medical Systems Inc.0.02%Reduce -19.5%20,100$1.81MNo quoteNo quote
174NTTYYNippon Telegraph & Telephone ADR0.02%Add +796.8%41,287$1.74MNo quoteNo quote
175EWLiShares MSCI Switzerland Capped ETF0.02%-52,452$1.55MNo quoteNo quote
176DFSDiscover Financial Services0.02%-20,963$1.51MNo quoteNo quote
177TSCOTractor Supply0.01%New16,802$1.27M$75.82No quote
178IWMiShares Russell 2000 Index ETF0.01%New9,341$1.26M$134.89No quote
179CHDChurch & Dwight Co., Inc.0.01%New26,571$1.17M$44.18No quote
180PPGPPG Industries0.01%New12,113$1.15M$94.77No quote
182NVSNovartis AG ADR0.01%Add +10.7%15,402$1.12M$72.85No quote
181ACNAccenture plc0.01%-9,576$1.12M$117.17No quote
183BTIBritish American Tobacco plc ADR0.01%Reduce -86.5%9,680$1.09M$112.71No quote
184IWCiShares Russell Microcap Index ETF0.01%New12,602$1.08MNo quoteNo quote
185VICLVical Inc.0.01%Reduce -11.8%467,544$1.08MNo quoteNo quote
186TMToyota Motor Corp. ADR0.01%Reduce -0.3%5,708$669KNo quoteNo quote
187DCMNTT Docomo Inc. ADR0.01%New23,127$526KNo quoteNo quote
188EWUiShares MSCI United Kingdom Index ETF0.01%New16,751$514KNo quoteNo quote
189CAJPYCanon Inc. ADR0.01%Reduce -0.4%17,529$493KNo quoteNo quote
190ITUBItau Unibanco Holding SA ADR0.00%Reduce -92.9%29,023$298K$10.27No quote
201GWWW.W. Grainger, Inc.-Sold0$0No quoteNo quote
200UNPUnion Pacific-Sold0$0No quoteNo quote
199PNCThe PNC Financial Service Group, Inc.-Sold0$0No quoteNo quote
198STJSt. Jude Medical, Inc.-Sold0$0No quoteNo quote
197COLRockwell Collins, Inc.-Sold0$0No quoteNo quote
196PVTBPrivateBancorp, Inc.-Sold0$0No quoteNo quote
195PCOPendrell Corp.-Sold0$0No quoteNo quote
194MKCMcCormick & Co., Inc.-Sold0$0No quoteNo quote
19346434ViShares MSCI United Kingdom Index ETF-Sold0$0No quoteNo quote
192GCIGannett Co. Inc.-Sold0$0No quoteNo quote
191FASTFastenal Co.-Sold0$0No quoteNo quote