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 85 of 160 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 3.82% | Reduce -4.4% | 2,609,735 | $307.79M | $117.94 | No quote |
| 2 | PM | Philip Morris Intl, Inc. | 3.58% | Add +1.7% | 3,263,982 | $288.5M | $88.39 | No quote |
| 3 | BIDU | Baidu, Inc. ADR | 3.09% | Add +7.6% | 1,509,050 | $248.77M | $164.85 | No quote |
| 4 | FAF | First American Financial Corp. | 2.70% | Reduce -4.6% | 4,218,085 | $217.23M | $51.50 | No quote |
| 5 | KMT | Kennametal, Inc. | 2.44% | Reduce -2.1% | 5,334,942 | $196.06M | $36.75 | No quote |
| 6 | LAZ | Lazard Ltd. | 2.43% | Add +12.5% | 5,416,732 | $195.76M | $36.14 | No quote |
| 7 | SJM | J.M. Smucker Co. | 2.36% | Add +2.5% | 1,627,842 | $189.64M | $116.50 | No quote |
| 8 | SRCL | Stericycle Inc. | 2.32% | Add +11.2% | 3,433,073 | $186.83M | No quote | No quote |
| 9 | SLCA | U.S. Silica Holdings, Inc. | 2.12% | Reduce -1.6% | 9,831,225 | $170.67M | No quote | No quote |
| 10 | GILD | Gilead Sciences, Inc. | 1.98% | Add +2.0% | 2,452,232 | $159.42M | $65.01 | No quote |
| 11 | NTRS | Northern Trust Corp. | 1.96% | Add +0.0% | 1,742,791 | $157.57M | $90.41 | No quote |
| 12 | ZBRA | Zebra Technologies Corp. | 1.86% | Reduce -15.2% | 716,101 | $150.05M | $209.53 | No quote |
| 13 | MAT | Mattel, Inc. | 1.84% | Reduce -7.4% | 11,386,674 | $148.03M | $13.00 | No quote |
| 14 | MSGN | MSG Networks, Inc. | 1.83% | Reduce -3.2% | 6,779,963 | $147.46M | No quote | No quote |
| 15 | LH | Laboratory Corp. of America Holdings | 1.77% | Reduce -3.4% | 932,207 | $142.61M | $152.98 | No quote |
| 16 | IPG | Interpublic Group of Cos., Inc. | 1.73% | Add +3.0% | 6,623,769 | $139.17M | No quote | No quote |
| 17 | KEYS | Keysight Technologies, Inc. | 1.66% | Reduce -33.1% | 1,534,667 | $133.82M | $87.20 | No quote |
| 18 | KKR | KKR & Co Inc. | 1.66% | Add +0.5% | 5,675,855 | $133.33M | $23.49 | No quote |
| 19 | SNA | Snap-on, Inc. | 1.65% | Reduce -3.0% | 848,087 | $132.74M | $156.52 | No quote |
| 20 | JNJ | Johnson & Johnson | 1.55% | Reduce -1.8% | 893,391 | $124.89M | $139.79 | No quote |
| 21 | NLSN | Nielsen Holdings plc | 1.54% | Reduce -1.0% | 5,244,764 | $124.14M | No quote | No quote |
| 22 | NOK | Nokia Corp. ADR | 1.54% | Add +2.6% | 21,608,267 | $123.6M | $5.72 | No quote |
| 23 | CRL | Charles River Laboratories Intl, Inc. | 1.53% | Reduce -14.3% | 846,442 | $122.95M | $145.25 | No quote |
| 24 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.44% | Add +3.3% | 576,635 | $115.84M | No quote | No quote |
| 25 | JLL | JLL | 1.39% | Reduce -2.0% | 723,798 | $111.6M | $154.18 | No quote |
| 26 | SSD | Simpson Manufacturing Co., Inc. | 1.34% | Reduce -0.5% | 1,824,623 | $108.15M | $59.27 | No quote |
| 27 | VIAB | Viacom, Inc. | 1.33% | Add +3.0% | 3,809,445 | $106.93M | No quote | No quote |
| 28 | TGNA | TEGNA, Inc. | 1.21% | Reduce -11.3% | 6,926,734 | $97.67M | No quote | No quote |
| 29 | ZBH | Zimmer Biomet Holdings, Inc. | 1.13% | Reduce -11.3% | 710,505 | $90.73M | $127.70 | No quote |
| 30 | CBRE | CBRE Group, Inc. | 1.12% | Reduce -2.1% | 1,824,140 | $90.2M | $49.45 | No quote |
| 31 | MTSC | MTS Systems Corp. | 1.10% | Reduce -6.4% | 1,627,046 | $88.61M | No quote | No quote |
| 32 | SWK | Stanley Black & Decker, Inc. | 1.09% | Reduce -11.2% | 644,982 | $87.83M | $136.17 | No quote |
| 33 | VZ | Verizon Communications Inc. | 1.06% | Reduce -1.6% | 1,439,431 | $85.11M | $59.13 | No quote |
| 34 | AFL | Aflac, Inc. | 1.01% | Reduce -0.4% | 1,622,240 | $81.11M | $50.00 | No quote |
| 35 | LFUS | Littelfuse, Inc. | 1.00% | Reduce -0.7% | 441,788 | $80.62M | $182.48 | No quote |
| 36 | SLB | Schlumberger Ltd. | 1.00% | Reduce -1.7% | 1,842,143 | $80.26M | $43.57 | No quote |
| 37 | MDP | Meredith Corp. | 0.96% | Reduce -2.9% | 1,404,455 | $77.61M | No quote | No quote |
| 38 | KN | Knowles Corporation | 0.95% | Add +66.5% | 4,348,520 | $76.66M | $17.63 | No quote |
| 39 | RCL | Royal Caribbean Cruises Ltd. | 0.95% | Add +0.4% | 666,684 | $76.42M | $114.62 | No quote |
| 40 | BOKF | BOK Financial Corp. | 0.91% | Add +1.4% | 902,957 | $73.64M | $81.55 | No quote |
| 41 | BIO | Bio-Rad Laboratories, Inc. | 0.91% | Add +7.1% | 240,349 | $73.47M | $305.68 | No quote |
| 42 | MSGS | The Madison Square Garden Co. | 0.89% | Reduce -1.0% | 244,776 | $71.75M | $293.13 | No quote |
| 43 | MHK | Mohawk Industries, Inc. | 0.89% | Add +9.1% | 565,448 | $71.33M | $126.15 | No quote |
| 44 | GSK | GlaxoSmithKline plc ADR | 0.86% | - | 1,660,683 | $69.4M | $41.79 | No quote |
| 45 | PGR | Progressive Corp. | 0.83% | Add +9.3% | 922,501 | $66.5M | $72.09 | No quote |
| 46 | BWA | BorgWarner, Inc. | 0.82% | Reduce -0.6% | 1,724,553 | $66.24M | $38.41 | No quote |
| 47 | TAP | Molson Coors Brewing Co. | 0.82% | Add +242.1% | 1,106,069 | $65.98M | $59.65 | No quote |
| 48 | PXD | Pioneer Natural Resources Co | 0.79% | Add +1.5% | 416,696 | $63.45M | No quote | No quote |
| 49 | HLI | Houlihan Lokey, Inc. | 0.78% | Reduce -5.2% | 1,377,346 | $63.15M | $45.85 | No quote |
| 50 | BRC | Brady Corp. | 0.75% | Reduce -8.4% | 1,306,065 | $60.61M | $46.41 | No quote |
| 51 | CHL | China Mobile Ltd. ADR | 0.74% | Add +3.6% | 1,162,045 | $59.25M | No quote | No quote |
| 52 | EOG | EOG Resources Inc. | 0.73% | Add +11.2% | 615,223 | $58.56M | $95.18 | No quote |
| 53 | CBS | CBS Corp. | 0.70% | Add +5.9% | 1,181,907 | $56.18M | No quote | No quote |
| 54 | ITW | Illinois Tool Works, Inc. | 0.65% | Reduce -0.2% | 362,908 | $52.09M | $143.53 | No quote |
| 55 | OMC | Omnicom Group, Inc. | 0.63% | Reduce -25.4% | 692,217 | $50.53M | $72.99 | No quote |
| 56 | JHG | Janus Henderson Group plc | 0.63% | Reduce -14.5% | 2,018,876 | $50.43M | $24.98 | No quote |
| 57 | WTW | Willis Towers Watson plc | 0.62% | Reduce -0.1% | 285,024 | $50.06M | $175.65 | No quote |
| 58 | FLR | Fluor Corp. | 0.62% | Add +9.1% | 1,352,182 | $49.76M | $36.80 | No quote |
| 59 | DOX | Amdocs Ltd. | 0.57% | Add +24.0% | 848,223 | $45.9M | $54.11 | No quote |
| 60 | MAS | Masco Corporation | 0.57% | Add +8.2% | 1,163,653 | $45.74M | $39.31 | No quote |
| 61 | FICO | Fair Isaac Corp. | 0.56% | Reduce -1.2% | 165,795 | $45.04M | $271.63 | No quote |
| 62 | ATGE | Adtalem Global Education, Inc. | 0.55% | Add +0.0% | 952,801 | $44.13M | No quote | No quote |
| 63 | AXE | Anixter Intl, Inc. | 0.55% | Reduce -0.1% | 783,111 | $43.94M | No quote | No quote |
| 64 | TMO | Thermo Fisher Scientific, Inc. | 0.54% | Reduce -12.7% | 160,205 | $43.85M | $273.72 | No quote |
| 65 | AMG | Affiliated Managers Group, Inc. | 0.54% | Add +0.6% | 405,414 | $43.42M | $107.11 | No quote |
| 66 | CAH | Cardinal Health, Inc. | 0.52% | Add +1.2% | 866,100 | $41.7M | $48.15 | No quote |
| 67 | OAK | Oaktree Capital Group LLC | 0.48% | Reduce -61.2% | 783,793 | $38.92M | No quote | No quote |
| 68 | BCO | Brink's Co. | 0.48% | Reduce -2.3% | 514,182 | $38.77M | $75.41 | No quote |
| 69 | DGX | Quest Diagnostics Inc. | 0.44% | Add +11.2% | 393,751 | $35.41M | $89.92 | No quote |
| 70 | WU | Western Union Co. | 0.43% | Reduce -16.8% | 1,880,180 | $34.73M | $18.47 | No quote |
| 71 | VEA | Vanguard FTSE Developed ETF | 0.42% | Reduce -44.5% | 817,494 | $33.41M | $40.87 | No quote |
| 72 | COST | Costco Wholesale Corp. | 0.41% | Reduce -1.9% | 134,976 | $32.68M | $242.14 | No quote |
| 73 | BX | Blackstone Group L.P. | 0.40% | Add +0.9% | 914,030 | $31.96M | $34.97 | No quote |
| 74 | CLB | Core Laboratories N.V. | 0.39% | Reduce -0.3% | 453,713 | $31.27M | $68.93 | No quote |
| 75 | OXY | Occidental Petroleum Corp. | 0.38% | Add +21.8% | 466,330 | $30.87M | $66.20 | No quote |
| 76 | TS | Tenaris ADR | 0.37% | Add +6.8% | 1,057,377 | $29.87M | No quote | No quote |
| 77 | MEI | Methode Electronics Inc. | 0.35% | Reduce -3.3% | 985,180 | $28.35M | No quote | No quote |
| 78 | CNTY | Century Casinos, Inc. | 0.34% | Reduce -13.1% | 3,011,748 | $27.29M | No quote | No quote |
| 79 | TIF | Tiffany & Co. | 0.32% | Add +0.1% | 243,047 | $25.65M | No quote | No quote |
| 80 | TISI | Team, Inc. | 0.31% | Reduce -2.0% | 1,445,308 | $25.29M | No quote | No quote |
| 81 | KIN | Kindred Biosciences, Inc. | 0.30% | Add +31.1% | 2,618,040 | $24.01M | No quote | No quote |
| 82 | KMX | CarMax Inc. | 0.30% | New | 342,801 | $23.93M | $69.80 | No quote |
| 83 | NOV | National Oilwell Varco | 0.28% | Reduce -2.5% | 854,224 | $22.76M | $26.64 | No quote |
| 84 | SO | Southern Co. | 0.28% | Reduce -56.5% | 436,419 | $22.55M | $51.68 | No quote |
| 85 | JWN | Nordstrom, Inc. | 0.27% | Add +0.1% | 487,993 | $21.66M | No quote | No quote |
| 86 | BSAC | Banco Santander-Chile ADR | 0.27% | Reduce -6.0% | 718,694 | $21.38M | No quote | No quote |
| 87 | TPR | Tapestry, Inc. | 0.26% | Add +228.8% | 643,607 | $20.91M | $32.49 | No quote |
| 88 | RNWK | RealNetworks, Inc. | 0.26% | Reduce -6.1% | 6,619,113 | $20.59M | No quote | No quote |
| 89 | COWN | Cowen Inc. | 0.25% | Reduce -6.3% | 1,386,213 | $20.09M | No quote | No quote |
| 90 | USB | U.S. Bancorp | 0.23% | Reduce -1.9% | 385,090 | $18.56M | $48.19 | No quote |
| 91 | QCOM | QUALCOMM Inc. | 0.22% | Add +80.9% | 315,066 | $17.97M | $57.03 | No quote |
| 92 | GRBK | Green Brick Partners Inc. | 0.21% | Reduce -7.7% | 1,964,933 | $17.19M | $8.75 | No quote |
| 93 | TILE | Interface, Inc. | 0.21% | Reduce -1.3% | 1,110,734 | $17.02M | $15.32 | No quote |
| 94 | GNRC | Generac Holdings Inc. | 0.21% | New | 324,523 | $16.63M | $51.23 | No quote |
| 95 | ORBC | ORBCOMM, Inc. | 0.20% | Add +27.9% | 2,412,260 | $16.36M | No quote | No quote |
| 96 | SFE | Safeguard Scientifics Inc. | 0.20% | Reduce -15.6% | 1,490,145 | $16.17M | No quote | No quote |
| 97 | KFY | Korn/Ferry International | 0.20% | New | 352,829 | $15.8M | $44.78 | No quote |
| 98 | TNAV | Telenav Inc. | 0.19% | Reduce -26.3% | 2,574,295 | $15.63M | No quote | No quote |
| 99 | CSWC | Capital Southwest Corp. | 0.18% | Reduce -22.6% | 682,556 | $14.36M | No quote | No quote |
| 100 | RST | Rosetta Stone Inc. | 0.17% | Reduce -15.6% | 630,519 | $13.78M | No quote | No quote |
| 101 | STRT | Strattec Security Corp. | 0.15% | Add +3.6% | 415,713 | $12.21M | No quote | No quote |
| 102 | BSMX | Banco Santander Mexico SA ADR | 0.15% | Add +4.6% | 1,765,481 | $11.95M | No quote | No quote |
| 103 | MIND | Mitcham Industries, Inc. | 0.15% | Add +1.0% | 2,990,913 | $11.75M | No quote | No quote |
| 104 | GSIT | GSI Technology Inc. | 0.14% | Reduce -9.7% | 1,476,359 | $11.47M | No quote | No quote |
| 105 | LAKE | Lakeland Industries, Inc. | 0.14% | Add +9.5% | 969,863 | $11.39M | No quote | No quote |
| 106 | ALYA | Alithya Group Inc. | 0.14% | Reduce -5.1% | 3,397,711 | $10.87M | No quote | No quote |
| 107 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.13% | Reduce -6.0% | 230,119 | $10.65M | $46.27 | No quote |
| 108 | ORCL | Oracle Corp. | 0.13% | Reduce -4.0% | 196,757 | $10.57M | $53.71 | No quote |
| 109 | ICE | IntercontinentalExchange, Inc. | 0.13% | Reduce -1.7% | 133,868 | $10.19M | $76.14 | No quote |
| 110 | TRC | Tejon Ranch Co. | 0.11% | Reduce -7.9% | 519,231 | $9.14M | No quote | No quote |
| 111 | PRCP | Perceptron, Inc. | 0.11% | Add +24.8% | 1,178,142 | $8.84M | No quote | No quote |
| 112 | HNGR | Hanger, Inc. | 0.11% | Reduce -2.6% | 461,243 | $8.79M | No quote | No quote |
| 113 | HMN | Horace Mann Educators Corp. | 0.11% | Reduce -1.3% | 245,544 | $8.65M | No quote | No quote |
| 114 | TURN | 180 Degree Capital Corp. | 0.11% | Add +5.9% | 4,621,105 | $8.6M | No quote | No quote |
| 115 | MATW | Matthews Intl Corp. | 0.11% | Reduce -1.6% | 229,101 | $8.47M | $36.95 | No quote |
| 116 | ALOT | AstroNova, Inc. | 0.10% | Reduce -7.0% | 399,970 | $8.16M | No quote | No quote |
| 117 | MOS | Mosaic Co. | 0.10% | Add +2.3% | 298,199 | $8.14M | $27.31 | No quote |
| 118 | LMT | Lockheed Martin Corp. | 0.10% | Reduce -4.0% | 26,644 | $8M | $300.14 | No quote |
| 119 | ACTG | Acacia Research Corp. | 0.10% | Reduce -2.5% | 2,452,096 | $7.99M | No quote | No quote |
| 120 | PCTI | PCTEL, Inc. | 0.09% | Reduce -9.9% | 1,522,981 | $7.63M | No quote | No quote |
| 121 | MOV | Movado Group Inc. | 0.09% | Add +70.2% | 196,400 | $7.15M | No quote | No quote |
| 122 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.09% | Add +1.7% | 1,199,707 | $6.97M | No quote | No quote |
| 123 | BID | Sotheby's | 0.09% | Add +3.3% | 182,604 | $6.89M | No quote | No quote |
| 124 | BTN | Ballantyne Strong, Inc. | 0.08% | Add +6.5% | 3,813,995 | $6.67M | No quote | No quote |
| 125 | GS | Goldman Sachs Group, Inc. | 0.08% | Reduce -3.3% | 33,275 | $6.39M | $191.98 | No quote |
| 126 | EMKR | EMCORE Corporation | 0.07% | Reduce -8.9% | 1,523,093 | $5.56M | No quote | No quote |
| 127 | XOM | Exxon Mobil Corp. | 0.07% | Reduce -18.8% | 66,356 | $5.36M | $80.81 | No quote |
| 128 | SYNC | Synacor, Inc. | 0.07% | Add +2.4% | 3,390,319 | $5.32M | No quote | No quote |
| 129 | FL | Foot Locker, Inc. | 0.06% | Reduce -1.7% | 85,024 | $5.15M | No quote | No quote |
| 130 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -0.6% | 100,014 | $5.04M | $50.43 | No quote |
| 131 | BRS | Bristow Group, Inc. | 0.06% | Reduce -42.2% | 4,326,216 | $4.8M | No quote | No quote |
| 132 | APA | Apache Corp. | 0.06% | Reduce -4.1% | 127,811 | $4.43M | $34.66 | No quote |
| 133 | AFH | Atlas Financial Holdings, Inc. | 0.05% | Reduce -2.8% | 1,687,789 | $4.15M | No quote | No quote |
| 134 | JCAP | Jernigan Capital, Inc. | 0.05% | Reduce -5.1% | 194,426 | $4.09M | No quote | No quote |
| 135 | ISCA | International Speedway Corp. | 0.05% | Reduce -72.9% | 90,004 | $3.93M | No quote | No quote |
| 136 | ASPN | Aspen Aerogels Inc. | 0.05% | Reduce -19.8% | 1,465,380 | $3.74M | $2.55 | No quote |
| 137 | CVU | CPI Aerostructures, Inc. | 0.04% | Reduce -32.0% | 536,368 | $3.49M | No quote | No quote |
| 138 | GIFI | Gulf Island Fabrication, Inc. | 0.04% | Reduce -14.3% | 368,044 | $3.38M | No quote | No quote |
| 139 | NVS | Novartis AG ADR | 0.03% | Add +4.5% | 28,875 | $2.78M | $96.14 | No quote |
| 140 | ACIA | Acacia Communications, Inc. | 0.03% | Reduce -11.1% | 45,108 | $2.59M | No quote | No quote |
| 141 | OESX | Orion Energy Systems, Inc. | 0.03% | Reduce -22.1% | 2,769,085 | $2.45M | No quote | No quote |
| 142 | AXP | American Express Co. | 0.03% | Reduce -76.5% | 21,161 | $2.31M | $109.30 | No quote |
| 143 | EXPD | Expeditors Intl of Washington | 0.02% | Reduce -1.9% | 21,243 | $1.61M | $75.88 | No quote |
| 144 | DFS | Discover Financial Services | 0.02% | Reduce -1.8% | 21,762 | $1.55M | No quote | No quote |
| 145 | SRE | Sempra Energy | 0.02% | Reduce -24.9% | 9,671 | $1.22M | No quote | No quote |
| 146 | FN | Fabrinet | 0.01% | Reduce -87.9% | 22,713 | $1.19M | $52.35 | No quote |
| 147 | RBCN | Rubicon Technology, Inc. | 0.01% | Add +0.5% | 145,316 | $1.17M | No quote | No quote |
| 148 | PCYO | Pure Cycle Corp. | 0.01% | Add +7.7% | 77,549 | $765K | No quote | No quote |
| 149 | RUBI | The Rubicon Project, Inc. | 0.01% | Reduce -56.2% | 85,715 | $521K | No quote | No quote |
| 150 | AXTI | AXT Inc. | 0.01% | - | 94,896 | $422K | $4.45 | No quote |
| 151 | CRWS | Crown Crafts, Inc. | 0.01% | - | 78,850 | $407K | No quote | No quote |
| 152 | DRAD | Digirad Corp. | 0.00% | Reduce -13.1% | 405,200 | $369K | No quote | No quote |
| 153 | AETI | American Electric Technologies, Inc. | 0.00% | - | 178,664 | $152K | No quote | No quote |
| 154 | GLAE | GlassBridge Enterprises Inc. | 0.00% | Reduce -1.6% | 628,769 | $126K | No quote | No quote |
| 160 | SEAC | SeaChange Intl, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | IWS | iShares Russell MidcapV ETF | - | Sold | 0 | $0 | No quote | No quote |
| 158 | IWN | iShares Russell 2000V ETF | - | Sold | 0 | $0 | No quote | No quote |
| 157 | DNB | Dun & Bradstreet Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 156 | AUTO | AutoWeb Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 155 | AYI | Acuity Brands | - | Sold | 0 | $0 | No quote | No quote |