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 81 of 168 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu, Inc. ADR | 3.23% | Add +5.0% | 1,184,062 | $287.73M | $243.00 | No quote |
| 2 | MSFT | Microsoft Corp. | 3.08% | Add +1.2% | 2,782,243 | $274.36M | $98.61 | No quote |
| 3 | FAF | First American Financial Corp. | 2.62% | Reduce -0.0% | 4,519,761 | $233.76M | $51.72 | No quote |
| 4 | KEYS | Keysight Technologies, Inc. | 2.56% | Reduce -15.9% | 3,871,085 | $228.51M | $59.03 | No quote |
| 5 | MSGN | MSG Networks, Inc. | 2.45% | Add +0.5% | 9,114,348 | $218.29M | No quote | No quote |
| 6 | LAZ | Lazard Ltd. | 2.43% | Reduce -1.7% | 4,433,359 | $216.84M | $48.91 | No quote |
| 7 | LH | Laboratory Corp. of America Holdings | 2.28% | Reduce -4.5% | 1,133,465 | $203.49M | $179.53 | No quote |
| 8 | KMT | Kennametal, Inc. | 2.20% | Add +5.3% | 5,459,382 | $195.99M | $35.90 | No quote |
| 9 | SJM | J.M. Smucker Co. | 2.13% | Add +6.6% | 1,767,460 | $189.97M | $107.48 | No quote |
| 10 | NTRS | Northern Trust Corp. | 2.09% | Reduce -0.0% | 1,809,965 | $186.23M | $102.89 | No quote |
| 11 | MAT | Mattel, Inc. | 2.06% | Add +13.3% | 11,183,832 | $183.64M | $16.42 | No quote |
| 12 | IPG | Interpublic Group of Cos., Inc. | 2.03% | Add +0.4% | 7,706,271 | $180.64M | No quote | No quote |
| 13 | PM | Philip Morris Intl, Inc. | 1.98% | Add +106.7% | 2,187,710 | $176.64M | $80.74 | No quote |
| 14 | KKR | KKR & Co. L.P. | 1.89% | Reduce -13.8% | 6,761,084 | $168.01M | $24.85 | No quote |
| 15 | GILD | Gilead Sciences, Inc. | 1.85% | Add +7.4% | 2,329,260 | $165.01M | $70.84 | No quote |
| 16 | ZBRA | Zebra Technologies Corp. | 1.71% | Reduce -12.2% | 1,062,680 | $152.23M | $143.25 | No quote |
| 17 | NLSN | Nielsen Holdings plc | 1.70% | Add +24.6% | 4,891,462 | $151.29M | No quote | No quote |
| 18 | SNA | Snap-On, Inc. | 1.68% | Add +10.0% | 929,933 | $149.46M | $160.72 | No quote |
| 19 | SLCA | U.S. Silica Holdings, Inc. | 1.67% | Reduce -2.9% | 5,800,668 | $149.02M | No quote | No quote |
| 20 | CRL | Charles River Laboratories Intl, Inc. | 1.66% | Reduce -3.2% | 1,317,586 | $147.91M | $112.26 | No quote |
| 21 | NOK | Nokia Corp. ADR | 1.56% | Add +0.8% | 24,242,239 | $139.39M | $5.75 | No quote |
| 22 | BRS | Bristow Group, Inc. | 1.51% | Reduce -5.5% | 9,534,740 | $134.54M | No quote | No quote |
| 23 | JNJ | Johnson & Johnson | 1.36% | Add +1.4% | 1,002,162 | $121.6M | $121.34 | No quote |
| 24 | JLL | JLL | 1.36% | Reduce -25.9% | 730,113 | $121.19M | $165.99 | No quote |
| 25 | MSGS | The Madison Square Garden Co. | 1.29% | Reduce -0.7% | 371,786 | $115.32M | $310.19 | No quote |
| 26 | SSD | Simpson Manufacturing Co., Inc. | 1.27% | Reduce -3.1% | 1,823,128 | $113.38M | $62.19 | No quote |
| 27 | TGNA | TEGNA, Inc. | 1.20% | Add +10.8% | 9,882,320 | $107.22M | No quote | No quote |
| 28 | VIAB | Viacom, Inc. | 1.20% | Add +3.2% | 3,535,519 | $106.63M | No quote | No quote |
| 29 | ZBH | Zimmer Biomet Holdings, Inc. | 1.18% | Reduce -1.4% | 942,571 | $105.04M | $111.44 | No quote |
| 30 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.16% | Add +1.4% | 551,717 | $102.98M | No quote | No quote |
| 31 | AFL | AFLAC, Inc. | 1.08% | Reduce -1.2% | 2,239,458 | $96.34M | $43.02 | No quote |
| 32 | DNB | Dun & Bradstreet Corp. | 1.04% | Reduce -2.5% | 753,190 | $92.38M | No quote | No quote |
| 33 | MTSC | MTS Systems Corp. | 1.03% | Add +0.0% | 1,740,129 | $91.62M | No quote | No quote |
| 34 | CBRE | CBRE Group, Inc. | 1.01% | Reduce -12.9% | 1,890,673 | $90.26M | $47.74 | No quote |
| 35 | AXP | American Express Co. | 0.97% | Reduce -0.4% | 880,912 | $86.33M | $98.00 | No quote |
| 36 | WU | Western Union Co. | 0.94% | Reduce -1.0% | 4,110,274 | $83.56M | $20.33 | No quote |
| 37 | ATGE | Adtalem Global Education, Inc. | 0.91% | Reduce -8.5% | 1,677,418 | $80.68M | No quote | No quote |
| 38 | AXE | Anixter Intl, Inc. | 0.90% | Reduce -0.7% | 1,269,344 | $80.35M | No quote | No quote |
| 39 | ISCA | International Speedway Corp. | 0.89% | Reduce -0.5% | 1,781,444 | $79.63M | No quote | No quote |
| 40 | SWK | Stanley Black & Decker, Inc. | 0.89% | Add +4.8% | 598,592 | $79.5M | $132.81 | No quote |
| 41 | SLB | Schlumberger Ltd. | 0.89% | Add +1.3% | 1,182,121 | $79.24M | $67.03 | No quote |
| 42 | OMC | Omnicom Group, Inc. | 0.87% | Reduce -1.1% | 1,015,724 | $77.47M | $76.27 | No quote |
| 43 | HLI | Houlihan Lokey, Inc. | 0.85% | Reduce -1.5% | 1,487,106 | $76.17M | $51.22 | No quote |
| 44 | BWA | BorgWarner, Inc. | 0.82% | Reduce -1.0% | 1,696,836 | $73.24M | $43.16 | No quote |
| 45 | JHG | Janus Henderson Group plc | 0.82% | Reduce -3.1% | 2,367,518 | $72.75M | $30.73 | No quote |
| 46 | BRC | Brady Corp. | 0.81% | Reduce -17.9% | 1,866,529 | $71.96M | $38.55 | No quote |
| 47 | RCL | Royal Caribbean Cruises Ltd. | 0.81% | Reduce -0.0% | 694,050 | $71.9M | $103.60 | No quote |
| 48 | TMO | Thermo Fisher Scientific, Inc. | 0.78% | Reduce -1.6% | 334,978 | $69.39M | $207.14 | No quote |
| 49 | OAK | Oaktree Capital Group LLC | 0.77% | Add +4.3% | 1,696,756 | $68.97M | No quote | No quote |
| 50 | GSK | GlaxoSmithKline plc ADR | 0.77% | Reduce -3.8% | 1,705,128 | $68.73M | $40.31 | No quote |
| 51 | PXD | Pioneer Natural Resources Co | 0.76% | Add +0.1% | 355,984 | $67.37M | No quote | No quote |
| 52 | BIO | Bio-Rad Laboratories, Inc. | 0.75% | Reduce -7.6% | 231,976 | $66.93M | $288.54 | No quote |
| 53 | MDP | Meredith Corp. | 0.73% | Add +16.3% | 1,281,789 | $65.37M | No quote | No quote |
| 54 | VZ | Verizon Communications Inc. | 0.72% | Add +31.7% | 1,281,823 | $64.49M | $50.31 | No quote |
| 55 | CBS | CBS Corp. | 0.72% | Add +32.1% | 1,146,334 | $64.45M | No quote | No quote |
| 56 | CLB | Core Laboratories N.V. | 0.70% | Reduce -0.2% | 490,915 | $61.96M | $126.21 | No quote |
| 57 | NOV | National Oilwell Varco | 0.69% | Reduce -28.7% | 1,411,604 | $61.26M | $43.40 | No quote |
| 58 | WTW | Willis Towers Watson plc | 0.68% | Reduce -1.2% | 400,915 | $60.78M | $151.60 | No quote |
| 59 | ITW | Illinois Tool Works, Inc. | 0.66% | Reduce -1.6% | 426,600 | $59.1M | $138.54 | No quote |
| 60 | SRCL | Stericycle Inc. | 0.64% | Add +26.1% | 869,852 | $56.79M | No quote | No quote |
| 61 | PGR | Progressive Corp. | 0.61% | Reduce -1.8% | 920,272 | $54.43M | $59.15 | No quote |
| 62 | EOG | EOG Resources Inc. | 0.60% | Add +0.7% | 426,678 | $53.09M | $124.43 | No quote |
| 63 | JWN | Nordstrom, Inc. | 0.59% | Reduce -1.2% | 1,021,143 | $52.88M | No quote | No quote |
| 64 | FLR | Fluor Corp. | 0.58% | Reduce -5.3% | 1,055,914 | $51.51M | $48.78 | No quote |
| 65 | LFUS | Littelfuse, Inc. | 0.57% | Add +0.9% | 222,801 | $50.84M | $228.18 | No quote |
| 66 | TISI | Team, Inc. | 0.56% | Reduce -6.3% | 2,178,962 | $50.33M | No quote | No quote |
| 67 | CHL | China Mobile Ltd. ADR | 0.55% | Reduce -3.9% | 1,100,299 | $48.84M | No quote | No quote |
| 68 | COST | Costco Wholesale Corp. | 0.54% | Add +1.4% | 229,982 | $48.06M | $208.98 | No quote |
| 69 | BOKF | BOK Financial Corp. | 0.54% | Reduce -0.6% | 511,018 | $48.04M | $94.01 | No quote |
| 70 | MHK | Mohawk Industries, Inc. | 0.52% | Add +1.9% | 217,719 | $46.65M | $214.27 | No quote |
| 71 | CAH | Cardinal Health, Inc. | 0.51% | Add +9.3% | 930,324 | $45.43M | $48.83 | No quote |
| 72 | VEA | Vanguard FTSE Developed ETF | 0.50% | Reduce -0.2% | 1,036,217 | $44.45M | $42.90 | No quote |
| 73 | FICO | Fair Isaac Corp. | 0.50% | Reduce -14.1% | 229,585 | $44.38M | $193.32 | No quote |
| 74 | SO | Southern Co. | 0.45% | Add +1.4% | 870,337 | $40.31M | $46.31 | No quote |
| 75 | MEI | Methode Electronics Inc. | 0.40% | Add +20.8% | 875,325 | $35.28M | No quote | No quote |
| 76 | TS | Tenaris ADR | 0.36% | Add +6.9% | 878,750 | $31.98M | No quote | No quote |
| 77 | CNTY | Century Casinos, Inc. | 0.35% | Add +19.2% | 3,609,149 | $31.58M | No quote | No quote |
| 78 | COWN | Cowen Inc. | 0.33% | Reduce -0.9% | 2,145,366 | $29.71M | No quote | No quote |
| 79 | BX | Blackstone Group L.P. | 0.33% | Reduce -10.7% | 915,624 | $29.46M | $32.17 | No quote |
| 80 | BSAC | Banco Santander-Chile ADR | 0.30% | Add +15.3% | 863,364 | $27.14M | No quote | No quote |
| 81 | DGX | Quest Diagnostics Inc. | 0.30% | Add +1.3% | 243,599 | $26.78M | $109.94 | No quote |
| 82 | RNWK | RealNetworks, Inc. | 0.29% | Reduce -0.6% | 6,959,612 | $25.75M | No quote | No quote |
| 83 | BCO | Brink's Co. | 0.28% | Add +15.9% | 316,237 | $25.22M | $79.75 | No quote |
| 84 | SRE | Sempra Energy | 0.28% | Reduce -29.8% | 217,127 | $25.21M | No quote | No quote |
| 85 | ORBC | ORBCOMM, Inc. | 0.27% | Add +2.8% | 2,399,961 | $24.24M | No quote | No quote |
| 86 | KIN | Kindred Biosciences, Inc. | 0.27% | Add +25.9% | 2,218,612 | $23.63M | No quote | No quote |
| 87 | TILE | Interface, Inc. | 0.25% | Add +9.9% | 987,315 | $22.66M | $22.95 | No quote |
| 88 | OXY | Occidental Petroleum Corp. | 0.25% | Reduce -53.1% | 270,437 | $22.63M | $83.68 | No quote |
| 89 | TNAV | Telenav Inc. | 0.24% | Reduce -2.4% | 3,840,700 | $21.51M | No quote | No quote |
| 90 | ICE | IntercontinentalExchange, Inc. | 0.24% | Add +1.3% | 291,045 | $21.41M | $73.55 | No quote |
| 91 | RST | Rosetta Stone Inc. | 0.23% | Reduce -34.9% | 1,294,970 | $20.76M | No quote | No quote |
| 92 | SFE | Safeguard Scientifics Inc. | 0.23% | Reduce -4.8% | 1,575,258 | $20.16M | No quote | No quote |
| 93 | BID | Sotheby's | 0.22% | Reduce -11.7% | 365,244 | $19.85M | No quote | No quote |
| 94 | USB | U.S. Bancorp | 0.21% | Add +1.4% | 382,407 | $19.13M | $50.02 | No quote |
| 95 | CSWC | Capital Southwest Corp. | 0.21% | Add +4.8% | 1,039,515 | $18.83M | No quote | No quote |
| 96 | GRBK | Green Brick Partners Inc. | 0.19% | Add +61.5% | 1,718,846 | $16.85M | $9.80 | No quote |
| 97 | BTN | Ballantyne Strong, Inc. | 0.18% | Add +9.6% | 3,296,508 | $15.99M | No quote | No quote |
| 98 | EDGW | Edgewater Technology Inc. | 0.17% | Add +22.0% | 2,789,490 | $15.12M | No quote | No quote |
| 99 | PCTI | PCTEL, Inc. | 0.16% | Add +3.1% | 2,320,817 | $14.48M | No quote | No quote |
| 100 | AFH | Atlas Financial Holdings, Inc. | 0.16% | Add +22.6% | 1,629,226 | $14.26M | No quote | No quote |
| 101 | DFS | Discover Financial Services | 0.15% | Add +1.3% | 192,579 | $13.56M | No quote | No quote |
| 102 | TRC | Tejon Ranch Co. | 0.15% | Reduce -10.4% | 533,836 | $12.97M | No quote | No quote |
| 103 | GSIT | GSI Technology Inc. | 0.14% | Add +2.6% | 1,702,758 | $12.81M | No quote | No quote |
| 104 | MIND | Mitcham Industries, Inc. | 0.13% | Add +0.4% | 2,954,868 | $11.88M | No quote | No quote |
| 105 | SEAC | SeaChange Intl, Inc. | 0.13% | Add +32.3% | 3,417,075 | $11.69M | No quote | No quote |
| 106 | EMKR | Emcore Corporation | 0.13% | Add +15.3% | 2,290,816 | $11.57M | No quote | No quote |
| 107 | TURN | 180 Degree Capital Corp | 0.13% | Add +3.2% | 4,937,746 | $11.41M | No quote | No quote |
| 108 | STRT | Strattec Security Corp. | 0.13% | Add +18.0% | 371,796 | $11.36M | No quote | No quote |
| 109 | HMN | Horace Mann Educators Corp. | 0.12% | Add +1.1% | 247,883 | $11.06M | No quote | No quote |
| 110 | ACWX | IShares MSCI ACWI Ex US ETF | 0.12% | Reduce -4.7% | 231,557 | $10.94M | $47.25 | No quote |
| 111 | ACTG | Acacia Research Corp. | 0.12% | - | 2,514,436 | $10.44M | No quote | No quote |
| 112 | ALOT | AstroNova, Inc. | 0.11% | Reduce -10.1% | 538,207 | $10.15M | No quote | No quote |
| 113 | BSMX | Banco Santander Mexico SA ADR | 0.11% | Add +11.5% | 1,422,038 | $9.51M | No quote | No quote |
| 114 | ORCL | Oracle Corp. | 0.10% | Reduce -0.1% | 211,467 | $9.32M | $44.06 | No quote |
| 115 | MATW | Matthews Intl Corp. | 0.10% | Add +0.4% | 154,658 | $9.09M | $58.80 | No quote |
| 116 | GOLD | Barrick Gold Corp. | 0.10% | Reduce -0.1% | 689,855 | $9.06M | No quote | No quote |
| 117 | HNGR | Hanger, Inc. | 0.10% | Reduce -0.0% | 525,206 | $8.91M | No quote | No quote |
| 118 | TPR | Tapestry, Inc. | 0.10% | Add +1.3% | 190,568 | $8.9M | $46.71 | No quote |
| 119 | PRCP | Perceptron, Inc. | 0.10% | Reduce -1.4% | 825,986 | $8.71M | No quote | No quote |
| 120 | LMT | Lockheed Martin Corp. | 0.10% | Reduce -0.1% | 28,769 | $8.5M | $295.42 | No quote |
| 121 | CVU | CPI Aerostructures, Inc. | 0.09% | Add +11.4% | 776,157 | $8.15M | No quote | No quote |
| 122 | ASPN | Aspen Aerogels Inc. | 0.09% | Add +37.8% | 1,657,889 | $8.12M | $4.90 | No quote |
| 123 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.09% | Add +28.7% | 1,305,052 | $8M | No quote | No quote |
| 124 | SYNC | Synacor, Inc. | 0.09% | Reduce -1.8% | 3,976,412 | $7.95M | No quote | No quote |
| 125 | MOS | Mosaic Co. | 0.09% | Reduce -0.0% | 282,463 | $7.92M | $28.05 | No quote |
| 126 | XOM | Exxon Mobil Corp. | 0.08% | Reduce -0.1% | 90,287 | $7.47M | $82.73 | No quote |
| 127 | FL | Foot Locker, Inc. | 0.08% | Add +1.3% | 137,771 | $7.25M | No quote | No quote |
| 128 | CARS | Cars.com Inc. | 0.08% | Add +0.4% | 252,759 | $7.18M | No quote | No quote |
| 129 | GLUU | Glu Mobile Inc. | 0.08% | Reduce -60.0% | 1,058,243 | $6.78M | No quote | No quote |
| 130 | FN | Fabrinet | 0.08% | Add +212.7% | 182,189 | $6.72M | $36.89 | No quote |
| 131 | LAKE | Lakeland Industries, Inc. | 0.08% | New | 474,799 | $6.72M | No quote | No quote |
| 132 | TSCO | Tractor Supply | 0.08% | Reduce -0.7% | 87,581 | $6.7M | $76.49 | No quote |
| 133 | APA | Apache Corp. | 0.07% | - | 136,492 | $6.38M | $46.75 | No quote |
| 134 | MBFI | MB Financial, Inc. | 0.07% | Reduce -2.6% | 127,296 | $5.95M | No quote | No quote |
| 135 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -0.0% | 103,130 | $5.56M | $53.93 | No quote |
| 136 | EXPD | Expeditors Intl of Washington | 0.06% | Add +1.3% | 74,595 | $5.45M | $73.10 | No quote |
| 137 | NVS | Novartis AG ADR | 0.06% | Reduce -0.6% | 69,026 | $5.21M | $75.54 | No quote |
| 138 | GIFI | Gulf Island Fabrication, Inc. | 0.06% | Reduce -1.8% | 575,783 | $5.18M | No quote | No quote |
| 139 | OESX | Orion Energy Systems, Inc. | 0.06% | Reduce -2.9% | 4,704,759 | $5.18M | No quote | No quote |
| 140 | P | Pandora Media, Inc. | 0.06% | Reduce -35.2% | 642,961 | $5.07M | No quote | No quote |
| 141 | DOX | Amdocs Ltd. | 0.06% | Add +1864.7% | 75,799 | $5.02M | $66.19 | No quote |
| 142 | GS | Goldman Sachs Group, Inc. | 0.06% | Reduce -0.1% | 22,654 | $5M | $220.58 | No quote |
| 143 | LFCR | Landec Corp. | 0.05% | Reduce -5.4% | 322,595 | $4.81M | No quote | No quote |
| 144 | MOV | Movado Group Inc. | 0.05% | Reduce -54.7% | 88,200 | $4.26M | No quote | No quote |
| 145 | AYI | Acuity Brands | 0.04% | Add +1.3% | 31,063 | $3.6M | $115.86 | No quote |
| 146 | MN | Manning & Napier, Inc. | 0.03% | Reduce -2.5% | 992,478 | $3.08M | No quote | No quote |
| 147 | AUTO | AutoWeb Inc. | 0.03% | Add +0.1% | 520,843 | $2.35M | No quote | No quote |
| 148 | AXTI | AXT Inc. | 0.02% | Add +7.6% | 283,741 | $2M | $7.05 | No quote |
| 149 | DCM | NTT Docomo Inc. ADR | 0.02% | - | 76,950 | $1.96M | No quote | No quote |
| 150 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.02% | Reduce -41.2% | 24,189 | $1.78M | $73.38 | No quote |
| 151 | RUBI | Rubicon Project Inc. | 0.02% | New | 620,120 | $1.77M | No quote | No quote |
| 152 | RBCN | Rubicon Technology, Inc. | 0.02% | Add +37.7% | 215,083 | $1.7M | No quote | No quote |
| 153 | DRAD | Digirad Corp. | 0.01% | Reduce -21.6% | 825,443 | $1.28M | No quote | No quote |
| 154 | CRWS | Crown Crafts, Inc. | 0.01% | New | 157,616 | $898K | No quote | No quote |
| 155 | AETI | American Electric Technologies, Inc. | 0.01% | Reduce -50.2% | 685,288 | $857K | No quote | No quote |
| 156 | SNY | Sanofi-Aventis | 0.01% | - | 17,790 | $712K | $40.02 | No quote |
| 157 | GLAE | GlassBridge Enterprises Inc. | 0.01% | Reduce -9.8% | 819,788 | $664K | No quote | No quote |
| 158 | DVD | Dover Motorsports, Inc. | 0.01% | Reduce -0.9% | 241,817 | $544K | No quote | No quote |
| 159 | SPAR | Spartan Motors Inc. | 0.01% | Reduce -89.2% | 33,404 | $504K | No quote | No quote |
| 160 | PCYO | Pure Cycle Corp. | 0.00% | Reduce -0.9% | 34,417 | $329K | No quote | No quote |
| 168 | XOXO | XO Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 167 | VICL | Vical Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 166 | TRIP | TripAdvisor Inc | - | Sold | 0 | $0 | No quote | No quote |
| 165 | TROW | T. Rowe Price Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 164 | MA | MasterCard Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 163 | IEX | IDEX Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 162 | CRAI | CRA International, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 161 | MCF | Contango Oil & Gas Co. | - | Sold | 0 | $0 | No quote | No quote |