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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 97 of 188 rows. Rows without a quote are marked unavailable.

1BIDUBaidu, Inc. ADR3.14%Reduce -8.9%1,091,778$270.42M$247.69No quote
2FAFFirst American Financial Corp.3.02%Reduce -0.8%5,213,571$260.52M$49.97No quote
3LAZLazard Ltd.2.87%Reduce -0.8%5,473,715$247.52M$45.22No quote
4KMTKennametal, Inc.2.57%Add +0.1%5,489,586$221.45M$40.34No quote
5MSFTMicrosoft Corp.2.36%Add +4.6%2,734,536$203.7M$74.49No quote
6NOKNokia Corp. ADR2.28%Reduce -0.9%32,811,545$196.21M$5.98No quote
7KEYSKeysight Technologies, Inc.2.26%Add +0.1%4,673,259$194.69M$41.66No quote
8LHLaboratory Corp. of America Holdings2.19%Reduce -9.9%1,247,988$188.41M$150.97No quote
9CRLCharles River Laboratories Intl, Inc.2.11%Reduce -13.9%1,680,066$181.48M$108.02No quote
10GILDGilead Sciences, Inc.2.04%Add +3.8%2,169,437$175.77M$81.02No quote
11NTRSNorthern Trust Corp.2.04%Reduce -0.2%1,908,175$175.42M$91.93No quote
12ZBRAZebra Technologies Corp.2.01%Reduce -7.8%1,597,152$173.42M$108.58No quote
13KKRKKR & Co. L.P.2.00%Reduce -1.5%8,477,064$172.34M$20.33No quote
14MSGNMSG Networks, Inc.1.88%Add +24.8%7,642,286$162.02MNo quoteNo quote
15IPGInterpublic Group of Cos., Inc.1.86%Add +3.2%7,701,574$160.12MNo quoteNo quote
16JLLJLL1.83%Reduce -6.1%1,276,857$157.69M$123.50No quote
17SLCAU.S. Silica Holdings, Inc.1.72%Add +27.6%4,780,845$148.54MNo quoteNo quote
18SJMJ.M. Smucker Co.1.65%Add +30.8%1,356,718$142.36M$104.93No quote
19MATMattel, Inc.1.49%Add +39.7%8,313,633$128.7M$15.48No quote
20AFLAFLAC, Inc.1.49%Reduce -0.5%1,580,593$128.64M$81.39No quote
21JNJJohnson & Johnson1.49%Add +4.1%989,289$128.62M$130.01No quote
22ZBHZimmer Biomet Holdings, Inc.1.44%Reduce -0.4%1,057,463$123.82M$117.09No quote
23BIOBio-Rad Laboratories, Inc.1.35%Reduce -8.7%524,244$116.5M$222.22No quote
24SNASnap-On, Inc.1.32%Add +19.7%764,034$113.85M$149.01No quote
25CBRECBRE Group, Inc.1.26%Reduce -16.9%2,872,129$108.8M$37.88No quote
26NLSNNielsen Holdings plc1.26%Add +22.2%2,615,673$108.42MNo quoteNo quote
27AXEAnixter Intl, Inc.1.20%Reduce -11.8%1,217,558$103.49MNo quoteNo quote
28BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.17%Add +4.1%548,655$100.58MNo quoteNo quote
29BRSBristow Group, Inc.1.14%Add +3.2%10,528,836$98.45MNo quoteNo quote
30WUWestern Union Co.1.14%Add +0.1%5,106,000$98.04M$19.20No quote
31PMPhilip Morris Intl, Inc.1.12%Reduce -14.6%870,047$96.58M$111.01No quote
32RCLRoyal Caribbean Cruises Ltd.1.12%Reduce -9.2%813,289$96.41M$118.54No quote
33SWKStanley Black & Decker, Inc.1.10%Reduce -12.5%627,079$94.67M$150.97No quote
34DNBDun & Bradstreet Corp.1.09%Add +0.6%809,178$94.2MNo quoteNo quote
35MTSCMTS Systems Corp.1.08%Add +2.5%1,736,946$92.84MNo quoteNo quote
36JHGJanus Henderson Group plc1.05%Reduce -16.7%2,590,958$90.27M$34.84No quote
37BRCBrady Corp.1.04%Add +0.2%2,369,820$89.94M$37.95No quote
38ISCAInternational Speedway Corp.1.03%Reduce -4.9%2,457,565$88.47MNo quoteNo quote
39BWABorgWarner, Inc.1.02%Reduce -0.4%1,721,109$88.17M$51.23No quote
40SSDSimpson Manufacturing Co., Inc.1.01%Add +0.5%1,769,398$86.77M$49.04No quote
41TGNATEGNA, Inc.0.94%Add +31.7%6,104,953$81.38MNo quoteNo quote
42OMCOmnicom Group, Inc.0.94%Reduce -0.3%1,092,423$80.92M$74.07No quote
43MSGSThe Madison Square Garden Co.0.94%Reduce -5.2%377,743$80.88M$214.10No quote
44AXPAmerican Express Co.0.94%Add +3.9%893,621$80.84M$90.46No quote
45MDPMeredith Corp.0.93%Reduce -1.1%1,441,369$80MNo quoteNo quote
46NOVNational Oilwell Varco0.90%Reduce -0.4%2,170,763$77.56M$35.73No quote
47WTWWillis Towers Watson plc0.88%Reduce -0.3%493,420$76.1M$154.23No quote
48VIABViacom, Inc.0.85%Reduce -32.9%2,641,575$73.54MNo quoteNo quote
49TMOThermo Fisher Scientific, Inc.0.84%Reduce -0.5%384,317$72.71M$189.20No quote
50ATGEAdtalem Global Education, Inc.0.84%Reduce -1.9%2,024,619$72.58MNo quoteNo quote
51ITWIllinois Tool Works, Inc.0.83%Reduce -0.3%481,754$71.28M$147.96No quote
52GSKGlaxoSmithKline plc ADR0.79%Add +2.4%1,684,870$68.41M$40.60No quote
53HLIHoulihan Lokey, Inc.0.70%Reduce -0.3%1,533,104$59.99M$39.13No quote
54CHLChina Mobile Ltd. ADR0.68%Reduce -1.7%1,155,345$58.43MNo quoteNo quote
55LFUSLittelfuse, Inc.0.68%Reduce -23.2%297,555$58.29M$195.88No quote
56JWNNordstrom, Inc.0.65%Reduce -0.7%1,193,349$56.27MNo quoteNo quote
57PGRProgressive Corp.0.63%Reduce -10.7%1,128,176$54.63M$48.42No quote
58MHKMohawk Industries, Inc.0.62%Reduce -11.4%214,967$53.21M$247.51No quote
59CBSCBS Corp.0.59%Add +11.2%880,306$51.06MNo quoteNo quote
60CAHCardinal Health, Inc.0.57%Add +11.2%735,687$49.23M$66.92No quote
61FLRFluor Corp.0.55%Add +21.3%1,115,084$46.95M$42.10No quote
62CLBCore Laboratories N.V.0.52%Add +39.9%452,481$44.66M$98.70No quote
63FICOFair Isaac Corp.0.51%Reduce -4.6%315,124$44.28M$140.50No quote
64BOKFBOK Financial Corp.0.50%Add +0.8%484,109$43.12M$89.08No quote
65SOSouthern Co.0.49%Add +4.2%862,246$42.37M$49.14No quote
66RSTRosetta Stone Inc.0.45%Add +7.3%3,791,336$38.71MNo quoteNo quote
67VZVerizon Communications Inc.0.45%Add +4.4%780,843$38.64M$49.49No quote
68VEAVanguard FTSE Developed ETF0.44%Add +12.7%876,082$38.03M$43.41No quote
69COSTCostco Wholesale Corp.0.44%Add +4.1%228,597$37.56M$164.29No quote
70EOGEOG Resources Inc.0.43%Add +44.5%379,433$36.71M$96.74No quote
71OXYOccidental Petroleum Corp.0.41%Add +34.5%543,942$34.93M$64.21No quote
72RNWKRealNetworks, Inc.0.39%Add +1.9%6,977,136$33.49MNo quoteNo quote
73TROWT. Rowe Price Group, Inc.0.39%Reduce -0.8%367,760$33.34M$90.65No quote
74SLBSchlumberger Ltd.0.38%Add +44.9%473,917$33.06M$69.76No quote
75BXBlackstone Group L.P.0.38%Reduce -20.0%978,206$32.64M$33.37No quote
76SRESempra Energy0.35%Add +8.1%265,582$30.31MNo quoteNo quote
77TISITeam, Inc.0.34%Add +36.5%2,219,202$29.63MNo quoteNo quote
78COWNCowen Inc.0.33%Reduce -14.7%1,602,274$28.52MNo quoteNo quote
79CNTYCentury Casinos, Inc.0.32%Add +3.9%3,361,757$27.6MNo quoteNo quote
80BCOBrink's Co.0.30%Reduce -28.5%308,801$26.02M$84.25No quote
81BSACBanco Santander-Chile ADR0.27%Reduce -12.2%786,160$23.36MNo quoteNo quote
82PXDPioneer Natural Resources Co0.26%New151,931$22.42MNo quoteNo quote
83TILEInterface, Inc.0.26%Add +1.3%1,022,517$22.39M$21.90No quote
84AFHAtlas Financial Holdings, Inc.0.25%Add +1.6%1,158,673$21.9MNo quoteNo quote
85ORBCORBCOMM, Inc.0.25%Reduce -4.1%2,069,524$21.67MNo quoteNo quote
86USBU.S. Bancorp0.23%Add +4.4%377,409$20.23M$53.59No quote
87BIDSotheby's0.23%Reduce -10.8%434,663$20.04MNo quoteNo quote
88XOXOXO Group Inc.0.23%Add +0.8%995,567$19.58MNo quoteNo quote
89TNAVTelenav Inc.0.22%Add +34.0%2,977,736$18.91MNo quoteNo quote
90KINKindred Biosciences, Inc.0.21%Add +19.3%2,340,123$18.37MNo quoteNo quote
91IEXIDEX Corp.0.21%Reduce -8.5%150,567$18.29M$121.47No quote
92TSTenaris ADR0.21%Add +33.4%629,830$17.83MNo quoteNo quote
93DFSDiscover Financial Services0.20%Add +45.5%263,838$17.01MNo quoteNo quote
94SFESafeguard Scientifics Inc.0.20%Add +10.8%1,264,609$16.88MNo quoteNo quote
95MCFContango Oil & Gas Co.0.19%Add +0.7%3,335,528$16.78MNo quoteNo quote
96CSWCCapital Southwest Corp.0.19%Add +1.3%963,726$16.51MNo quoteNo quote
97BTNBallantyne Strong, Inc.0.19%Add +24.4%2,648,899$16.16MNo quoteNo quote
98PCTIPCTEL, Inc.0.18%Add +1.1%2,477,204$15.61MNo quoteNo quote
99GSITGSI Technology Inc.0.16%Add +23.3%1,851,708$13.46MNo quoteNo quote
100ACTGAcacia Research Corp.0.16%Reduce -13.5%2,952,115$13.43MNo quoteNo quote
101BENFranklin Resources, Inc.0.15%Reduce -54.2%295,853$13.17M$44.51No quote
102DGXQuest Diagnostics Inc.0.15%Reduce -18.5%133,840$12.53M$93.64No quote
103EDGWEdgewater Technology Inc.0.14%Add +8.9%1,916,003$12.49MNo quoteNo quote
104ACWXISHARES MSCI ACWI EX US ETF0.14%-251,560$12.16M$48.35No quote
105SEACSeaChange Intl, Inc.0.14%Add +2.6%4,289,425$11.75MNo quoteNo quote
106GHCGraham Holdings Co.0.13%Reduce -16.8%19,310$11.3M$585.09No quote
107HMNHorace Mann Educators Corp.0.13%Add +1.2%277,963$10.94MNo quoteNo quote
108MATWMatthews Intl Corp.0.13%Add +1.3%173,333$10.79M$62.25No quote
109CMECME Group Inc.0.12%Add +4.2%78,646$10.67M$135.68No quote
110MINDMitcham Industries, Inc.0.12%Add +7.5%2,989,080$10.43MNo quoteNo quote
111TTGTTechTarget, Inc.0.12%Reduce -13.1%860,767$10.28MNo quoteNo quote
112ORCLOracle Corp.0.11%Add +0.6%202,878$9.81M$48.35No quote
113ALOTAstroNova, Inc.0.11%Add +47.3%748,142$9.73MNo quoteNo quote
114GOLDBarrick Gold Corp.0.11%Add +30.6%597,450$9.61MNo quoteNo quote
115STRTStrattec Security Corp.0.11%Add +30.5%233,735$9.56MNo quoteNo quote
116CVSCVS Health Corp.0.11%Add +0.2%115,894$9.43M$81.32No quote
117LMTLockheed Martin Corp.0.11%Reduce -7.6%30,317$9.41M$310.29No quote
118PRCPPerceptron, Inc.0.10%Add +0.9%1,123,968$8.87MNo quoteNo quote
119COHCoach, Inc.0.10%Add +4.4%210,757$8.49MNo quoteNo quote
120GRBKGreen Brick Partners Inc.0.10%Add +31.1%836,548$8.28M$9.90No quote
121SYNCSynacor, Inc.0.09%Add +42.6%2,944,912$7.95MNo quoteNo quote
122PPandora Media, Inc.0.09%Add +60.1%995,427$7.67MNo quoteNo quote
123TURN180 Degree Capital Corp0.09%Add +3.5%4,394,499$7.65MNo quoteNo quote
124GIFIGulf Island Fabrication, Inc.0.09%Add +1.8%601,602$7.64MNo quoteNo quote
125CARSCars.com Inc.0.09%Reduce -17.6%280,059$7.45MNo quoteNo quote
126XOMExxon Mobil Corp.0.09%Add +6.4%90,422$7.41M$81.98No quote
127PCOZZZZPendrell Corp.0.08%Reduce -42.2%1,043,632$7.13MNo quoteNo quote
128SPARSpartan Motors Inc.0.08%Reduce -23.7%631,295$6.98MNo quoteNo quote
129BSMXSantander Mexico Financial Group ADR0.08%Add +2.3%688,950$6.95MNo quoteNo quote
130JPMJPMorgan Chase & Co.0.08%Reduce -12.9%72,190$6.9M$95.51No quote
131IBMInternational Business Machines Corp.0.08%Reduce -0.1%46,964$6.81M$145.09No quote
132GLUUGlu Mobile Inc.0.08%Reduce -38.5%1,779,788$6.69MNo quoteNo quote
133CVUCPI Aerostructures, Inc.0.07%Add +0.3%684,236$6.4MNo quoteNo quote
134CRAICRA International, Inc.0.07%Reduce -14.7%152,998$6.28M$41.05No quote
135CPIXCumberland Pharmaceuticals, Inc.0.07%Reduce -9.1%887,144$6.26MNo quoteNo quote
136MOVMovado Group Inc.0.07%Add +2.5%221,700$6.21MNo quoteNo quote
137MOSMosaic Co.0.07%Reduce -0.1%282,737$6.1M$21.59No quote
138FDSFactset Research Systems, Inc.0.07%Add +3.1%33,870$6.1M$180.10No quote
139GSGoldman Sachs Group, Inc.0.07%Reduce -0.0%24,795$5.88M$237.18No quote
140TSCOTractor Supply0.07%Add +4.0%91,493$5.79M$63.29No quote
141IWMiShares Russell 2000 ETF0.07%Reduce -13.7%38,300$5.68M$148.17No quote
142OESXOrion Energy Systems, Inc.0.07%Add +0.9%5,027,415$5.63MNo quoteNo quote
143BKBank of New York Mellon Corp.0.06%Reduce -8.5%103,249$5.47M$53.02No quote
144GAIAGaia, Inc.0.06%Add +2.5%452,893$5.44MNo quoteNo quote
145MBFIMB Financial, Inc.0.06%Add +5.5%118,896$5.35MNo quoteNo quote
146NVSNovartis AG ADR0.06%Add +16.2%57,697$4.95M$85.84No quote
147VOOVanguard S&P 500 ETF0.06%-21,290$4.91M$230.77No quote
148LFCRLandec Corp.0.06%Reduce -27.1%377,245$4.89MNo quoteNo quote
149APAApache Corp.0.06%Reduce -0.1%106,420$4.87M$45.80No quote
150HNGRHanger, Inc.0.06%Reduce -0.1%437,840$4.81MNo quoteNo quote
151ASPNAspen Aerogels Inc.0.06%Add +0.1%1,095,517$4.77M$4.35No quote
152ACNAccenture plc0.05%Add +4.4%33,794$4.57M$135.08No quote
153MNManning & Napier, Inc.0.05%Add +1.9%1,099,079$4.34MNo quoteNo quote
154TRCTejon Ranch Co.0.04%New180,027$3.8MNo quoteNo quote
155EMKREmcore Corporation0.04%Add +26.2%453,060$3.72MNo quoteNo quote
156AXTIAXT Inc.0.04%Reduce -39.2%390,513$3.57M$9.15No quote
157VTVanguard Total World Stock Index Fd (ETF)0.04%Reduce -62.1%47,532$3.36M$70.71No quote
158TRIPTripAdvisor Inc0.04%Add +4.6%78,870$3.2M$40.54No quote
159ESIOElectro Scientific Industries, Inc.0.03%Reduce -62.3%207,062$2.88MNo quoteNo quote
160IDCCInterDigital Inc.0.03%Add +4.5%35,122$2.59M$73.74No quote
161AETIAmerican Electric Technologies, Inc.0.03%Add +11.3%1,582,198$2.53MNo quoteNo quote
162ABTLAutobytel Inc.0.03%Add +69.2%356,728$2.46MNo quoteNo quote
163DRADDigirad Corp.0.03%Add +27.8%638,042$2.2MNo quoteNo quote
164GLAEGlassBridge Enterprises Inc.0.02%Add +14.4%989,600$1.97MNo quoteNo quote
165DCMNTT Docomo Inc. ADR0.02%Add +50.7%76,913$1.75MNo quoteNo quote
166ICEIntercontinentalExchange, Inc.0.02%Add +4.5%22,403$1.54M$68.70No quote
167AYIAcuity Brands0.02%Add +3.5%8,780$1.5M$171.30No quote
168RBCNRubicon Technology, Inc.0.02%Reduce -1.3%177,992$1.47MNo quoteNo quote
169EXPDExpeditors Intl of Washington0.02%Add +4.3%24,041$1.44M$59.86No quote
170VICLVical Inc.0.02%Add +51.1%582,244$1.4MNo quoteNo quote
171DVDDover Motorsports, Inc.0.01%Reduce -39.3%577,594$1.18MNo quoteNo quote
172MAMasterCard Inc.0.01%-7,461$1.05M$141.13No quote
173SNYSanofi-Aventis0.01%-17,790$886K$49.80No quote
174IWRiShares Russell Midcap ETF0.01%New3,649$719K$197.04No quote
175FFIVF5 Networks, Inc.0.00%-3,152$380K$120.56No quote
176FASTFastenal Co.0.00%New5,505$251K$45.59No quote
188WMARWest Marine, Inc.-Sold0$0No quoteNo quote
187VSRVersar Inc.-Sold0$0No quoteNo quote
186TMToyota Motor Corp. ADR-Sold0$0No quoteNo quote
185RELLRichardson Electronics, Ltd.-Sold0$0No quoteNo quote
184NTTYYNippon Telegraph & Telephone ADR-Sold0$0No quoteNo quote
183LLLumber Liquidators Holdings, Inc.-Sold0$0No quoteNo quote
182LPLLG Display Co Ltd - ADR-Sold0$0No quoteNo quote
181ITUBItau Unibanco Holding SA ADR-Sold0$0No quoteNo quote
180HDNGHardinge Inc.-Sold0$0No quoteNo quote
179DGIIDigi International Inc.-Sold0$0No quoteNo quote
178CHDChurch & Dwight Co., Inc.-Sold0$0No quoteNo quote
177BBBYQBed Bath & Beyond Inc.-Sold0$0No quoteNo quote