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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 93 of 182 rows. Rows without a quote are marked unavailable.

1BIDUBaidu, Inc. ADR3.13%Add +8.6%1,185,923$277.76M$234.21No quote
2FAFFirst American Financial Corp.3.00%Reduce -9.1%4,739,053$265.58M$56.04No quote
3LAZLazard Ltd.2.84%Reduce -12.4%4,795,854$251.78M$52.50No quote
4KMTKennametal, Inc.2.83%Reduce -5.5%5,189,629$251.23M$48.41No quote
5MSFTMicrosoft Corp.2.71%Add +2.5%2,803,720$239.83M$85.54No quote
6SJMJ.M. Smucker Co.2.26%Add +18.8%1,611,582$200.22M$124.24No quote
7LHLaboratory Corp. of America Holdings2.20%Reduce -2.0%1,222,610$195.02M$159.51No quote
8KEYSKeysight Technologies, Inc.2.17%Reduce -1.3%4,613,257$191.91M$41.60No quote
9NTRSNorthern Trust Corp.2.09%Reduce -2.6%1,858,731$185.67M$99.89No quote
10MSGNMSG Networks, Inc.2.05%Add +17.5%8,981,457$181.88MNo quoteNo quote
11KKRKKR & Co. L.P.1.92%Reduce -4.9%8,064,945$169.85M$21.06No quote
12JLLJLL1.89%Reduce -11.8%1,125,985$167.69M$148.93No quote
13IPGInterpublic Group of Cos., Inc.1.81%Add +3.6%7,975,621$160.79MNo quoteNo quote
14GILDGilead Sciences, Inc.1.81%Add +3.1%2,236,337$160.21M$71.64No quote
15SLCAU.S. Silica Holdings, Inc.1.80%Add +2.5%4,899,994$159.54MNo quoteNo quote
16ZBRAZebra Technologies Corp.1.75%Reduce -6.5%1,493,325$155.01M$103.80No quote
17CRLCharles River Laboratories Intl, Inc.1.67%Reduce -19.5%1,353,195$148.11M$109.45No quote
18JNJJohnson & Johnson1.60%Add +2.4%1,012,823$141.51M$139.72No quote
19MATMattel, Inc.1.59%Add +10.1%9,151,114$140.74M$15.38No quote
20BRSBristow Group, Inc.1.56%Reduce -2.5%10,263,651$138.25MNo quoteNo quote
21SNASnap-On, Inc.1.53%Add +1.7%776,792$135.4M$174.30No quote
22ZBHZimmer Biomet Holdings, Inc.1.37%Reduce -4.9%1,005,470$121.33M$120.67No quote
23NLSNNielsen Holdings plc1.35%Add +25.5%3,282,583$119.49MNo quoteNo quote
24AFLAFLAC, Inc.1.32%Reduce -15.9%1,328,988$116.66M$87.78No quote
25CBRECBRE Group, Inc.1.28%Reduce -8.8%2,618,932$113.43M$43.31No quote
26NOKNokia Corp. ADR1.27%Reduce -26.2%24,205,746$112.8M$4.66No quote
27PMPhilip Morris Intl, Inc.1.27%Add +22.1%1,062,666$112.27M$105.65No quote
28BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.26%Add +2.5%562,411$111.48MNo quoteNo quote
29TGNATEGNA, Inc.1.19%Add +22.9%7,500,773$105.61MNo quoteNo quote
30VIABViacom, Inc.1.18%Add +28.6%3,397,206$104.67MNo quoteNo quote
31SWKStanley Black & Decker, Inc.1.12%Reduce -7.1%582,745$98.89M$169.69No quote
32SSDSimpson Manufacturing Co., Inc.1.11%Reduce -2.8%1,720,558$98.78M$57.41No quote
33JHGJanus Henderson Group plc1.09%Reduce -2.3%2,530,520$96.82M$38.26No quote
34DNBDun & Bradstreet Corp.1.04%Reduce -3.7%779,286$92.28MNo quoteNo quote
35AXPAmerican Express Co.1.03%Add +2.4%915,248$90.89M$99.31No quote
36WUWestern Union Co.1.02%Reduce -6.7%4,766,217$90.61M$19.01No quote
37AXEAnixter Intl, Inc.1.02%Reduce -2.1%1,192,076$90.6MNo quoteNo quote
38MTSCMTS Systems Corp.1.02%Reduce -3.3%1,680,002$90.22MNo quoteNo quote
39BRCBrady Corp.0.98%Reduce -3.0%2,298,208$87.1M$37.90No quote
40RCLRoyal Caribbean Cruises Ltd.0.94%Reduce -14.4%695,736$82.99M$119.28No quote
41SLBSchlumberger Ltd.0.92%Add +154.6%1,206,793$81.33M$67.39No quote
42BWABorgWarner, Inc.0.92%Reduce -7.6%1,590,457$81.26M$51.09No quote
43ATGEAdtalem Global Education, Inc.0.90%Reduce -6.5%1,892,503$79.58MNo quoteNo quote
44ISCAInternational Speedway Corp.0.90%Reduce -18.9%1,993,379$79.44MNo quoteNo quote
45NOVNational Oilwell Varco0.86%Reduce -3.0%2,106,100$75.86M$36.02No quote
46OMCOmnicom Group, Inc.0.85%Reduce -4.8%1,040,043$75.75M$72.83No quote
47ITWIllinois Tool Works, Inc.0.83%Reduce -9.0%438,343$73.14M$166.85No quote
48TMOThermo Fisher Scientific, Inc.0.79%Reduce -3.5%370,944$70.44M$189.88No quote
49HLIHoulihan Lokey, Inc.0.79%Reduce 0.0%1,533,036$69.65M$45.43No quote
50MSGSThe Madison Square Garden Co.0.75%Reduce -17.0%313,545$66.11M$210.85No quote
51BIOBio-Rad Laboratories, Inc.0.72%Reduce -49.0%267,520$63.85M$238.67No quote
52GSKGlaxoSmithKline plc ADR0.71%Add +5.6%1,779,641$63.12M$35.47No quote
53WTWWillis Towers Watson plc0.70%Reduce -16.6%411,762$62.05M$150.69No quote
54JWNNordstrom, Inc.0.70%Add +9.2%1,303,102$61.74MNo quoteNo quote
55FLRFluor Corp.0.68%Add +4.8%1,168,574$60.36M$51.65No quote
56MHKMohawk Industries, Inc.0.67%Reduce -0.3%214,260$59.11M$275.90No quote
57CHLChina Mobile Ltd. ADR0.66%Add +0.0%1,155,391$58.39MNo quoteNo quote
58MDPMeredith Corp.0.62%Reduce -42.4%829,958$54.82MNo quoteNo quote
59CLBCore Laboratories N.V.0.61%Add +9.2%494,100$54.13M$109.55No quote
60PXDPioneer Natural Resources Co0.60%Add +103.6%309,292$53.46MNo quoteNo quote
61PGRProgressive Corp.0.60%Reduce -16.1%946,873$53.33M$56.32No quote
62CAHCardinal Health, Inc.0.60%Add +17.1%861,809$52.8M$61.27No quote
63CBSCBS Corp.0.59%Reduce -0.0%880,199$51.93MNo quoteNo quote
64LFUSLittelfuse, Inc.0.58%Reduce -13.3%257,920$51.02M$197.82No quote
65VEAVanguard FTSE Developed ETF0.55%Add +23.0%1,077,603$48.34M$44.86No quote
66EOGEOG Resources Inc.0.52%Add +11.8%424,143$45.77M$107.91No quote
67COSTCostco Wholesale Corp.0.49%Add +2.6%234,513$43.65M$186.12No quote
68BOKFBOK Financial Corp.0.49%Reduce -3.5%467,367$43.15M$92.32No quote
69OXYOccidental Petroleum Corp.0.49%Add +7.4%584,359$43.04M$73.66No quote
70SOSouthern Co.0.48%Add +2.6%884,757$42.55M$48.09No quote
71VZVerizon Communications Inc.0.48%Add +2.7%802,066$42.45M$52.93No quote
72FICOFair Isaac Corp.0.47%Reduce -13.5%272,713$41.78M$153.20No quote
73RSTRosetta Stone Inc.0.43%Reduce -18.8%3,079,704$38.4MNo quoteNo quote
74TROWT. Rowe Price Group, Inc.0.40%Reduce -8.8%335,472$35.2M$104.93No quote
75TISITeam, Inc.0.39%Add +4.7%2,323,566$34.62MNo quoteNo quote
76BXBlackstone Group L.P.0.35%Reduce -0.1%977,615$31.3M$32.02No quote
77CNTYCentury Casinos, Inc.0.33%Reduce -4.6%3,206,500$29.28MNo quoteNo quote
78SRESempra Energy0.33%Add +2.6%272,533$29.14MNo quoteNo quote
79COWNCowen Inc.0.33%Add +32.9%2,129,096$29.06MNo quoteNo quote
80BSACBanco Santander-Chile ADR0.30%Add +7.5%845,001$26.42MNo quoteNo quote
81TSTenaris ADR0.29%Add +26.2%794,700$25.32MNo quoteNo quote
82RNWKRealNetworks, Inc.0.28%Add +3.7%7,236,402$24.75MNo quoteNo quote
83DGXQuest Diagnostics Inc.0.28%Add +85.4%248,132$24.44M$98.49No quote
84AFHAtlas Financial Holdings, Inc.0.27%Add +1.6%1,176,802$24.18MNo quoteNo quote
85TILEInterface, Inc.0.26%Reduce -9.2%928,943$23.36M$25.15No quote
86ORBCORBCOMM, Inc.0.26%Add +10.1%2,278,944$23.2MNo quoteNo quote
87DFSDiscover Financial Services0.25%Add +9.6%289,240$22.25MNo quoteNo quote
88BCOBrink's Co.0.25%Reduce -9.2%280,485$22.07M$78.70No quote
89BIDSotheby's0.24%Reduce -3.5%419,425$21.64MNo quoteNo quote
90ICEIntercontinentalExchange, Inc.0.24%Add +1222.8%296,345$20.91M$70.56No quote
91USBU.S. Bancorp0.23%Add +2.7%387,748$20.78M$53.58No quote
92TNAVTelenav Inc.0.22%Add +21.2%3,609,773$19.85MNo quoteNo quote
93KINKindred Biosciences, Inc.0.21%Reduce -16.4%1,955,552$18.48MNo quoteNo quote
94PCTIPCTEL, Inc.0.20%Reduce -1.9%2,430,032$17.91MNo quoteNo quote
95XOXOXO Group Inc.0.20%Reduce -4.3%952,279$17.58MNo quoteNo quote
96SFESafeguard Scientifics Inc.0.19%Add +18.7%1,501,367$16.82MNo quoteNo quote
97CSWCCapital Southwest Corp.0.19%Add +4.7%1,008,803$16.7MNo quoteNo quote
98ACWXISHARES MSCI ACWI EX US ETF0.17%Add +20.0%301,792$15.08M$49.95No quote
99GSITGSI Technology Inc.0.17%Add +1.3%1,876,484$14.94MNo quoteNo quote
100MCFContango Oil & Gas Co.0.17%Reduce -5.2%3,163,269$14.9MNo quoteNo quote
101MEIMethode Electronics Inc.0.16%New363,583$14.58MNo quoteNo quote
102BTNBallantyne Strong, Inc.0.15%Add +9.0%2,888,434$13.43MNo quoteNo quote
103EDGWEdgewater Technology Inc.0.14%Add +1.9%1,952,908$12.19MNo quoteNo quote
104STRTStrattec Security Corp.0.14%Add +18.3%276,457$12.04MNo quoteNo quote
105TRCTejon Ranch Co.0.13%Add +214.3%565,739$11.75MNo quoteNo quote
106SEACSeaChange Intl, Inc.0.13%Reduce -31.7%2,930,417$11.52MNo quoteNo quote
107ACTGAcacia Research Corp.0.13%Reduce -5.0%2,804,686$11.36MNo quoteNo quote
108HMNHorace Mann Educators Corp.0.13%Reduce -9.1%252,807$11.15MNo quoteNo quote
109GRBKGreen Brick Partners Inc.0.12%Add +15.3%964,341$10.9M$11.30No quote
110ALOTAstroNova, Inc.0.12%Reduce -0.3%745,767$10.33MNo quoteNo quote
111TURN180 Degree Capital Corp0.12%Add +18.8%5,220,715$10.29MNo quoteNo quote
112TTGTTechTarget, Inc.0.11%Reduce -15.1%730,560$10.17MNo quoteNo quote
113IEXIDEX Corp.0.11%Reduce -49.6%75,942$10.02M$131.97No quote
114ORCLOracle Corp.0.11%Add +4.3%211,679$10.01M$47.28No quote
115GOLDBarrick Gold Corp.0.11%Add +15.5%690,291$9.99MNo quoteNo quote
116EMKREmcore Corporation0.11%Add +240.4%1,542,419$9.95MNo quoteNo quote
117TPRTapestry, Inc.0.11%New217,101$9.6M$44.23No quote
118MINDMitcham Industries, Inc.0.11%Add +0.3%2,998,392$9.51MNo quoteNo quote
119LMTLockheed Martin Corp.0.10%Reduce -5.0%28,802$9.25M$321.05No quote
120SYNCSynacor, Inc.0.10%Add +28.3%3,777,912$8.69MNo quoteNo quote
121MATWMatthews Intl Corp.0.09%Reduce -9.2%157,426$8.31M$52.80No quote
122HNGRHanger, Inc.0.09%Add +12.2%491,208$7.74MNo quoteNo quote
123PRCPPerceptron, Inc.0.09%Reduce -29.7%790,617$7.67MNo quoteNo quote
124XOMExxon Mobil Corp.0.09%Reduce -0.0%90,385$7.56M$83.64No quote
125CARSCars.com Inc.0.08%Reduce -8.4%256,499$7.4MNo quoteNo quote
126CRAICRA International, Inc.0.08%Add +6.2%162,498$7.3M$44.95No quote
127GIFIGulf Island Fabrication, Inc.0.08%Reduce -10.2%540,319$7.25MNo quoteNo quote
128MOSMosaic Co.0.08%Reduce -0.0%282,630$7.25M$25.66No quote
129JPMJPMorgan Chase & Co.0.08%Reduce -6.6%67,440$7.21M$106.94No quote
130IBMInternational Business Machines Corp.0.08%Reduce -0.0%46,946$7.2M$153.41No quote
131TSCOTractor Supply0.08%Add +2.6%93,836$7.01M$74.75No quote
132CPIXCumberland Pharmaceuticals, Inc.0.08%Add +2.6%910,076$6.7MNo quoteNo quote
133FLFoot Locker, Inc.0.07%New140,193$6.57MNo quoteNo quote
134GLUUGlu Mobile Inc.0.07%Add +0.8%1,793,088$6.53MNo quoteNo quote
135IWNiShares Russell 2000V ETF0.07%New47,818$6.01M$125.75No quote
136MOVMovado Group Inc.0.07%Reduce -18.0%181,700$5.85MNo quoteNo quote
137GSGoldman Sachs Group, Inc.0.07%Reduce -8.6%22,671$5.78M$254.77No quote
138CVUCPI Aerostructures, Inc.0.06%Reduce -6.7%638,543$5.72MNo quoteNo quote
139NVSNovartis AG ADR0.06%Add +17.9%68,028$5.71M$83.97No quote
140BKBank of New York Mellon Corp.0.06%Reduce -0.0%103,226$5.56M$53.86No quote
141SPARSpartan Motors Inc.0.06%Reduce -44.5%350,295$5.52MNo quoteNo quote
142MBFIMB Financial, Inc.0.06%Add +3.7%123,296$5.49MNo quoteNo quote
143BSMXSantander Mexico Financial Group ADR0.06%Add +8.4%746,773$5.46MNo quoteNo quote
144ASPNAspen Aerogels Inc.0.06%Reduce -0.4%1,090,898$5.32M$4.88No quote
145PPandora Media, Inc.0.06%Add +2.6%1,021,135$4.92MNo quoteNo quote
146EXPDExpeditors Intl of Washington0.06%Add +215.9%75,937$4.91M$64.69No quote
147LFCRLandec Corp.0.05%Reduce -2.1%369,233$4.65MNo quoteNo quote
148GAIAGaia, Inc.0.05%Reduce -17.3%374,393$4.64MNo quoteNo quote
149OESXOrion Energy Systems, Inc.0.05%Add +4.8%5,267,011$4.64MNo quoteNo quote
150APAApache Corp.0.05%Reduce -0.0%106,376$4.49M$42.22No quote
151CMECME Group Inc.0.05%Reduce -62.0%29,910$4.37M$146.04No quote
152AUTOAutoWeb Inc.0.04%New406,783$3.67MNo quoteNo quote
153MNManning & Napier, Inc.0.04%Reduce -12.3%963,858$3.47MNo quoteNo quote
154DRADDigirad Corp.0.04%Add +91.7%1,222,819$3.15MNo quoteNo quote
155ACNAccenture plc0.04%Reduce -39.7%20,374$3.12M$153.09No quote
156VTVanguard Total World Stock Index Fd (ETF)0.03%Reduce -13.4%41,144$3.06M$74.25No quote
157TRIPTripAdvisor Inc0.03%Add +1.0%79,628$2.74M$34.46No quote
158AETIAmerican Electric Technologies, Inc.0.03%Reduce -0.9%1,567,506$2.35MNo quoteNo quote
159AXTIAXT Inc.0.02%Reduce -36.8%246,890$2.15M$8.70No quote
160IWMiShares Russell 2000 ETF0.02%Reduce -64.2%13,700$2.09M$152.48No quote
161GHCGraham Holdings Co.0.02%Reduce -82.8%3,327$1.86M$558.46No quote
162DCMNTT Docomo Inc. ADR0.02%Add +0.1%76,950$1.83MNo quoteNo quote
163AYIAcuity Brands0.02%Add +2.3%8,984$1.58M$175.98No quote
164RBCNRubicon Technology, Inc.0.02%Add +2.7%182,827$1.46MNo quoteNo quote
165VICLVical Inc.0.01%Add +9.6%637,913$1.17MNo quoteNo quote
166MAMasterCard Inc.0.01%-7,461$1.13M$151.32No quote
167DVDDover Motorsports, Inc.0.01%Reduce -15.9%486,009$948KNo quoteNo quote
168GLAEGlassBridge Enterprises Inc.0.01%Reduce -0.1%988,549$919KNo quoteNo quote
169SNYSanofi-Aventis0.01%-17,790$765K$43.00No quote
170PCYOPure Cycle Corp.0.01%New60,970$509KNo quoteNo quote
171FFIVF5 Networks, Inc.0.00%-3,152$414K$131.35No quote
172FASTFastenal Co.0.00%-5,505$301K$54.68No quote
182VOOVanguard S&P 500 ETF-Sold0$0No quoteNo quote
181PCOZZZZPendrell Corp.-Sold0$0No quoteNo quote
180IWRiShares Russell Midcap ETF-Sold0$0No quoteNo quote
179IDCCInterDigital Inc.-Sold0$0No quoteNo quote
178BENFranklin Resources, Inc.-Sold0$0No quoteNo quote
177FDSFactset Research Systems, Inc.-Sold0$0No quoteNo quote
176ESIOElectro Scientific Industries, Inc.-Sold0$0No quoteNo quote
175CVSCVS Health Corp.-Sold0$0No quoteNo quote
174COHCoach, Inc.-Sold0$0No quoteNo quote
173ABTLAutobytel Inc.-Sold0$0No quoteNo quote