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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 99 of 200 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd.3.02%Reduce -8.3%5,519,562$255.72M$46.33No quote
2FAFFirst American Financial Corp.2.78%Reduce -4.5%5,254,043$234.8M$44.69No quote
3BIDUBaidu, Inc. ADR2.53%Add +7.9%1,198,487$214.36M$178.86No quote
4LHLaboratory Corp. of America Holdings2.52%Reduce -0.8%1,384,816$213.46M$154.14No quote
5KMTKennametal, Inc.2.43%Reduce -5.1%5,484,076$205.21M$37.42No quote
6NOKNokia Corp. ADR2.41%Add +2.3%33,102,808$203.91M$6.16No quote
7CRLCharles River Laboratories Intl, Inc.2.33%Reduce -5.3%1,950,367$197.28M$101.15No quote
8NTRSNorthern Trust Corp.2.20%Reduce -8.1%1,911,706$185.84M$97.21No quote
9IPGInterpublic Group of Cos., Inc.2.17%Reduce -0.7%7,464,535$183.63MNo quoteNo quote
10KEYSKeysight Technologies, Inc.2.15%Add +25.4%4,666,980$181.69M$38.93No quote
11MSFTMicrosoft Corp.2.13%Add +2.6%2,614,714$180.23M$68.93No quote
12ZBRAZebra Technologies Corp.2.06%Reduce -9.2%1,732,385$174.14M$100.52No quote
13JLLJLL2.01%Reduce -3.5%1,360,283$170.04M$125.00No quote
14KKRKKR & Co. L.P.1.89%Reduce -1.5%8,603,875$160.03M$18.60No quote
15GILDGilead Sciences, Inc.1.75%Add +16.1%2,090,813$147.99M$70.78No quote
16MSGNMSG Networks, Inc.1.63%Reduce -2.1%6,122,053$137.44MNo quoteNo quote
17ZBHZimmer Biomet Holdings, Inc.1.61%Reduce -1.4%1,062,051$136.37M$128.40No quote
18SLCAU.S. Silica Holdings, Inc.1.57%Add +187.2%3,747,589$133MNo quoteNo quote
19VIABViacom, Inc.1.56%Add +16.2%3,935,928$132.13MNo quoteNo quote
20BIOBio-Rad Laboratories, Inc.1.54%Reduce -14.8%574,237$129.96M$226.31No quote
21MATMattel, Inc.1.52%Add +17.3%5,952,780$128.16M$21.53No quote
22CBRECBRE Group, Inc.1.49%Reduce -0.3%3,454,514$125.74M$36.40No quote
23JNJJohnson & Johnson1.49%Add +6.5%950,374$125.73M$132.29No quote
24AFLAFLAC, Inc.1.46%Reduce -1.3%1,587,803$123.34M$77.68No quote
25SJMJ.M. Smucker Co.1.45%Reduce -0.6%1,037,495$122.77M$118.33No quote
26PMPhilip Morris Intl, Inc.1.42%Add +7.2%1,019,039$119.69M$117.45No quote
27AXEAnixter Intl, Inc.1.28%Reduce -5.0%1,380,841$107.98MNo quoteNo quote
28JHGJanus Henderson Group plc1.22%New3,109,161$102.94M$33.11No quote
29SWKStanley Black & Decker, Inc.1.19%Reduce -12.0%716,909$100.89M$140.73No quote
30SNASnap-On, Inc.1.19%Reduce -0.5%638,486$100.88M$158.00No quote
31RCLRoyal Caribbean Cruises Ltd.1.16%Reduce -9.0%895,272$97.79M$109.23No quote
32WUWestern Union Co.1.15%Reduce -0.9%5,103,022$97.21M$19.05No quote
33ISCAInternational Speedway Corp.1.15%Reduce -13.8%2,584,144$97.04MNo quoteNo quote
34OMCOmnicom Group, Inc.1.07%Reduce -1.0%1,095,965$90.86M$82.90No quote
35BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.06%Add +8.4%526,840$89.23MNo quoteNo quote
36MTSCMTS Systems Corp.1.04%Reduce -5.7%1,694,557$87.78MNo quoteNo quote
37DNBDun & Bradstreet Corp.1.03%Reduce -0.7%803,997$86.95MNo quoteNo quote
38MDPMeredith Corp.1.02%Reduce -4.2%1,458,060$86.68MNo quoteNo quote
39NLSNNielsen Holdings plc0.98%Add +72.9%2,141,201$82.78MNo quoteNo quote
40BRCBrady Corp.0.95%Reduce -10.0%2,364,465$80.16M$33.90No quote
41MSGSThe Madison Square Garden Co.0.93%Reduce -8.0%398,629$78.49M$196.90No quote
42ATGEAdtalem Global Education, Inc.0.93%New2,064,263$78.34MNo quoteNo quote
43BRSBristow Group, Inc.0.92%Add +0.4%10,198,235$78.02MNo quoteNo quote
44SSDSimpson Manufacturing Co., Inc.0.91%Add +0.4%1,761,167$76.98M$43.71No quote
45BWABorgWarner, Inc.0.87%Reduce -1.2%1,727,591$73.18M$42.36No quote
46AXPAmerican Express Co.0.86%Add +3.6%860,258$72.47M$84.24No quote
47WTWWillis Towers Watson plc0.85%Reduce -1.4%494,972$72M$145.46No quote
48NOVNational Oilwell Varco0.85%Add +38.1%2,179,285$71.79M$32.94No quote
49GSKGlaxoSmithKline plc ADR0.84%-1,646,146$70.98M$43.12No quote
50ITWIllinois Tool Works, Inc.0.82%Reduce -28.2%483,351$69.24M$143.25No quote
51TMOThermo Fisher Scientific, Inc.0.80%Reduce -16.7%386,046$67.35M$174.47No quote
52TGNATEGNA, Inc.0.79%Reduce -15.8%4,634,990$66.79MNo quoteNo quote
53LFUSLittelfuse, Inc.0.76%Reduce -11.7%387,516$63.94M$165.00No quote
54CHLChina Mobile Ltd. ADR0.74%Add +19.8%1,175,130$62.39MNo quoteNo quote
55MHKMohawk Industries, Inc.0.69%Reduce -4.8%242,581$58.63M$241.69No quote
56JWNNordstrom, Inc.0.68%Reduce -1.2%1,201,477$57.47MNo quoteNo quote
57PGRProgressive Corp.0.66%Reduce -17.0%1,262,773$55.68M$44.09No quote
58HLIHoulihan Lokey, Inc.0.63%Reduce -1.8%1,538,508$53.69M$34.90No quote
59CAHCardinal Health, Inc.0.61%Reduce -11.4%661,475$51.54M$77.92No quote
60CBSCBS Corp.0.60%Reduce -1.1%791,924$50.51MNo quoteNo quote
61FICOFair Isaac Corp.0.54%Reduce -7.8%330,345$46.05M$139.41No quote
62FLRFluor Corp.0.50%Add +110.7%919,193$42.08M$45.78No quote
63BXBlackstone Group L.P.0.48%Reduce -5.1%1,223,189$40.79M$33.35No quote
64BOKFBOK Financial Corp.0.48%Add +100.6%480,080$40.39M$84.13No quote
65SOSouthern Co.0.47%Add +35.8%827,730$39.63M$47.88No quote
66TISITeam, Inc.0.45%Reduce -12.6%1,625,596$38.12MNo quoteNo quote
67RSTRosetta Stone Inc.0.45%Reduce -19.2%3,532,764$38.08MNo quoteNo quote
68COSTCostco Wholesale Corp.0.42%Add +25.8%219,563$35.12M$159.93No quote
69VZVerizon Communications Inc.0.40%Add +6.2%748,140$33.41M$44.66No quote
70CLBCore Laboratories N.V.0.39%Add +3.6%323,383$32.75M$101.27No quote
71VEAVanguard FTSE Developed ETF0.38%Reduce -25.9%777,393$32.12M$41.32No quote
72COWNCowen Inc.0.36%Reduce -20.8%1,877,564$30.51MNo quoteNo quote
73RNWKRealNetworks, Inc.0.35%Add +4.8%6,845,311$29.64MNo quoteNo quote
74BCOBrink's Co.0.34%Reduce -41.8%431,882$28.94M$67.00No quote
75BENFranklin Resources, Inc.0.34%Reduce -32.6%645,974$28.93M$44.79No quote
76SRESempra Energy0.33%Add +6.2%245,709$27.7MNo quoteNo quote
77TROWT. Rowe Price Group, Inc.0.33%Add +28.1%370,630$27.5M$74.21No quote
78BIDSotheby's0.31%Reduce -10.1%487,339$26.16MNo quoteNo quote
79ORBCORBCOMM, Inc.0.29%Reduce -39.2%2,157,866$24.38MNo quoteNo quote
80OXYOccidental Petroleum Corp.0.29%Add +5.0%404,431$24.21M$59.87No quote
81CNTYCentury Casinos, Inc.0.28%Reduce -3.1%3,236,785$23.86MNo quoteNo quote
82EOGEOG Resources Inc.0.28%Add +25.4%262,520$23.76M$90.52No quote
83BSACBanco Santander-Chile ADR0.27%Reduce -9.2%895,203$22.75MNo quoteNo quote
84MCFContango Oil & Gas Co.0.26%Reduce -4.8%3,313,130$22MNo quoteNo quote
85SLBSchlumberger Ltd.0.25%Add +9.4%327,030$21.53M$65.84No quote
86TILEInterface, Inc.0.23%Reduce -16.1%1,009,330$19.83M$19.65No quote
87USBU.S. Bancorp0.22%Add +6.4%361,586$18.77M$51.92No quote
88IEXIDEX Corp.0.22%Reduce -16.1%164,593$18.6M$113.01No quote
89DGXQuest Diagnostics Inc.0.22%Reduce -25.6%164,157$18.25M$111.16No quote
90TNAVTelenav Inc.0.21%Reduce -9.0%2,223,076$18.01MNo quoteNo quote
91XOXOXO Group Inc.0.21%Reduce -4.2%987,396$17.4MNo quoteNo quote
92PCTIPCTEL, Inc.0.21%Reduce -9.4%2,449,549$17.34MNo quoteNo quote
93AFHAtlas Financial Holdings, Inc.0.20%Add +1.8%1,140,596$17MNo quoteNo quote
94KINKindred Biosciences, Inc.0.20%Reduce -34.1%1,961,912$16.87MNo quoteNo quote
95CSWCCapital Southwest Corp.0.18%Reduce -0.1%951,668$15.3MNo quoteNo quote
96TSTenaris ADR0.17%Add +37.8%472,087$14.7MNo quoteNo quote
97BTNBallantyne Strong, Inc.0.17%Add +35.9%2,129,363$14.27MNo quoteNo quote
98ACTGAcacia Research Corp.0.17%Add +0.0%3,413,758$14MNo quoteNo quote
99GHCGraham Holdings Co.0.16%Add +0.0%23,211$13.92M$599.63No quote
100SFESafeguard Scientifics Inc.0.16%Add +79.9%1,140,937$13.58MNo quoteNo quote
101PCOZZZZPendrell Corp.0.15%Reduce -35.3%1,804,791$13.05MNo quoteNo quote
102EDGWEdgewater Technology Inc.0.14%Add +21.8%1,759,234$11.96MNo quoteNo quote
103GSITGSI Technology Inc.0.14%Add +22.2%1,501,943$11.81MNo quoteNo quote
104ACWXISHARES MSCI ACWI EX US ETF0.14%Reduce -3.5%251,560$11.47M$45.59No quote
105DFSDiscover Financial Services0.13%Add +765.0%181,327$11.28MNo quoteNo quote
106SEACSeaChange Intl, Inc.0.13%Reduce -9.5%4,179,930$11.12MNo quoteNo quote
107MINDMitcham Industries, Inc.0.13%Reduce -0.5%2,780,406$10.79MNo quoteNo quote
108MATWMatthews Intl Corp.0.12%Reduce -16.1%171,118$10.48M$61.25No quote
109HMNHorace Mann Educators Corp.0.12%Reduce -15.7%274,640$10.38MNo quoteNo quote
110TTGTTechTarget, Inc.0.12%Add +8.1%990,288$10.27MNo quoteNo quote
111ORCLOracle Corp.0.12%Reduce -1.2%201,713$10.11M$50.14No quote
112COHCoach, Inc.0.11%Add +6.6%201,795$9.55MNo quoteNo quote
113CMECME Group Inc.0.11%Add +6.0%75,485$9.45M$125.24No quote
114CVSCVS Health Corp.0.11%Reduce -0.0%115,661$9.31M$80.46No quote
115LMTLockheed Martin Corp.0.11%Reduce -1.8%32,804$9.11M$277.62No quote
116CARSCars.com Inc.0.11%New339,686$9.05MNo quoteNo quote
117VTVanguard Total World Stock Index Fd (ETF)0.10%Add +40.2%125,462$8.47M$67.53No quote
118PRCPPerceptron, Inc.0.10%Reduce -14.8%1,113,794$8.11MNo quoteNo quote
119LFCRLandec Corp.0.09%Reduce -22.9%517,637$7.69MNo quoteNo quote
120WMARWest Marine, Inc.0.09%Add +9.3%591,796$7.61MNo quoteNo quote
121JPMJPMorgan Chase & Co.0.09%Reduce -0.0%82,890$7.58M$91.40No quote
122SYNCSynacor, Inc.0.09%New2,064,651$7.54MNo quoteNo quote
123SPARSpartan Motors Inc.0.09%Reduce -25.6%826,991$7.32MNo quoteNo quote
124GRBKGreen Brick Partners Inc.0.09%Add +27.6%638,000$7.31M$11.45No quote
125GOLDBarrick Gold Corp.0.09%Add +6.3%457,601$7.28MNo quoteNo quote
126GLUUGlu Mobile Inc.0.09%Add +9.3%2,894,600$7.24MNo quoteNo quote
127IBMInternational Business Machines Corp.0.09%Reduce -11.4%46,987$7.23M$153.83No quote
128TURN180 Degree Capital Corp0.08%Reduce -8.8%4,244,134$6.88MNo quoteNo quote
129XOMExxon Mobil Corp.0.08%-85,009$6.86M$80.73No quote
130GIFIGulf Island Fabrication, Inc.0.08%Add +8.1%590,771$6.85MNo quoteNo quote
131CPIXCumberland Pharmaceuticals, Inc.0.08%Reduce -29.9%976,377$6.84MNo quoteNo quote
132ALOTAstroNova, Inc.0.08%Reduce -20.8%508,077$6.55MNo quoteNo quote
133CRAICRA International, Inc.0.08%Add +10.1%179,298$6.51M$36.32No quote
134BSMXSantander Mexico Financial Group ADR0.08%Add +15.1%673,541$6.49MNo quoteNo quote
135MOSMosaic Co.0.08%Add +25.4%282,878$6.46M$22.83No quote
136CVUCPI Aerostructures, Inc.0.08%Reduce -39.6%682,301$6.41MNo quoteNo quote
137OESXOrion Energy Systems, Inc.0.08%Add +4.6%4,980,847$6.38MNo quoteNo quote
138STRTStrattec Security Corp.0.07%Add +17.8%179,116$6.34MNo quoteNo quote
139IWMiShares Russell 2000 ETF0.07%New44,400$6.26M$140.92No quote
140BKBank of New York Mellon Corp.0.07%Reduce -0.0%112,837$5.76M$51.02No quote
141PPandora Media, Inc.0.07%New621,896$5.55MNo quoteNo quote
142GSGoldman Sachs Group, Inc.0.07%Reduce -0.0%24,799$5.5M$221.90No quote
143MOVMovado Group Inc.0.06%Add +8.1%216,400$5.46MNo quoteNo quote
144FDSFactset Research Systems, Inc.0.06%Add +40.2%32,840$5.46M$166.17No quote
145HNGRHanger, Inc.0.06%-438,100$5.21MNo quoteNo quote
146APAApache Corp.0.06%Add +21.8%106,476$5.1M$47.93No quote
147MBFIMB Financial, Inc.0.06%Add +7.3%112,696$4.96MNo quoteNo quote
148GAIAGaia, Inc.0.06%Reduce -15.4%441,693$4.95MNo quoteNo quote
149ASPNAspen Aerogels Inc.0.06%Reduce -26.3%1,093,997$4.87M$4.45No quote
150TSCOTractor Supply0.06%Add +32.8%87,938$4.77M$54.21No quote
151VOOVanguard S&P 500 ETF0.06%-21,290$4.73M$222.08No quote
152MNManning & Napier, Inc.0.06%Reduce -15.9%1,078,386$4.69MNo quoteNo quote
153ESIOElectro Scientific Industries, Inc.0.05%Add +6.6%549,247$4.53MNo quoteNo quote
154NVSNovartis AG ADR0.05%Add +1.9%49,665$4.15M$83.48No quote
155AXTIAXT Inc.0.05%Reduce -22.9%642,318$4.08M$6.35No quote
156ACNAccenture plc0.05%Add +6.3%32,379$4.01M$123.69No quote
157EMKREmcore Corporation0.05%Reduce -19.0%359,104$3.82MNo quoteNo quote
158LLLumber Liquidators Holdings, Inc.0.04%Reduce -69.0%137,068$3.44MNo quoteNo quote
159GLAEGlassBridge Enterprises Inc.0.04%Add +14.5%864,948$3.43MNo quoteNo quote
160BBBYQBed Bath & Beyond Inc.0.03%-97,171$2.95MNo quoteNo quote
161TRIPTripAdvisor Inc0.03%Add +6.3%75,405$2.88M$38.19No quote
162VSRVersar Inc.0.03%Add +9.1%1,883,876$2.81MNo quoteNo quote
163ABTLAutobytel Inc.0.03%New210,872$2.66MNo quoteNo quote
164NTTYYNippon Telegraph & Telephone ADR0.03%Add +0.4%56,112$2.65MNo quoteNo quote
165IDCCInterDigital Inc.0.03%New33,594$2.6M$77.31No quote
166AETIAmerican Electric Technologies, Inc.0.03%Add +7.0%1,422,211$2.52MNo quoteNo quote
167DRADDigirad Corp.0.02%New499,254$2.02MNo quoteNo quote
168DVDDover Motorsports, Inc.0.02%Reduce -27.3%951,603$2MNo quoteNo quote
169RELLRichardson Electronics, Ltd.0.02%Reduce -42.2%315,027$1.88M$5.97No quote
170DGIIDigi International Inc.0.02%Reduce -10.9%181,030$1.84M$10.15No quote
171AYIAcuity Brands0.02%New8,486$1.73M$203.28No quote
172RBCNRubicon Technology, Inc.0.02%Reduce -92.7%180,297$1.67MNo quoteNo quote
173CHDChurch & Dwight Co., Inc.0.02%Add +3.7%28,683$1.49M$51.88No quote
174ICEIntercontinentalExchange, Inc.0.02%Add +3.8%21,440$1.41M$65.90No quote
175HDNGHardinge Inc.0.02%Reduce -71.0%106,688$1.33MNo quoteNo quote
176EXPDExpeditors Intl of Washington0.02%Add +3.8%23,059$1.3M$56.46No quote
177DCMNTT Docomo Inc. ADR0.01%Add +1.5%51,038$1.21MNo quoteNo quote
178VICLVical Inc.0.01%Add +12.2%385,426$1.03MNo quoteNo quote
179MAMasterCard Inc.0.01%New7,461$906K$121.43No quote
180SNYSanofi-Aventis0.01%Reduce -0.0%17,790$852K$47.89No quote
181TMToyota Motor Corp. ADR0.01%-5,708$599KNo quoteNo quote
182ITUBItau Unibanco Holding SA ADR0.01%Add +37.4%39,869$441K$11.06No quote
183FFIVF5 Networks, Inc.0.00%New3,152$400K$126.90No quote
184LPLLG Display Co Ltd - ADR0.00%Reduce -41.0%10,258$165KNo quoteNo quote
200VARVarian Medical Systems Inc.-Sold0$0No quoteNo quote
199UNPUnion Pacific-Sold0$0No quoteNo quote
198TIFTiffany & Co.-Sold0$0No quoteNo quote
197RYAAYRyanair Holdings plc ADR-Sold0$0No quoteNo quote
196PPGPPG Industries-Sold0$0No quoteNo quote
195MANHManhattan Associates Inc-Sold0$0No quoteNo quote
194JNSJanus Capital Group Inc.-Sold0$0No quoteNo quote
193EWUiShares MSCI United Kingdom Index ETF-Sold0$0No quoteNo quote
192EWLiShares MSCI Switzerland Capped ETF-Sold0$0No quoteNo quote
191FFFutureFuel Corp.-Sold0$0No quoteNo quote
190DVDeVry Education Group Inc.-Sold0$0No quoteNo quote
189CAKECheesecake Factory Inc.-Sold0$0No quoteNo quote
188CEBZZZZCEB Inc.-Sold0$0No quoteNo quote
187CAJPYCanon Inc. ADR-Sold0$0No quoteNo quote
186AZTABrooks Automation, Inc.-Sold0$0No quoteNo quote
185ANSSAnsys, Inc.-Sold0$0No quoteNo quote