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 86 of 160 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 3.84% | Reduce -12.5% | 2,283,189 | $305.86M | $133.96 | No quote |
| 2 | PM | Philip Morris Intl, Inc. | 3.47% | Add +7.9% | 3,520,818 | $276.49M | $78.53 | No quote |
| 3 | FAF | First American Financial Corp. | 2.71% | Reduce -4.7% | 4,021,932 | $215.98M | $53.70 | No quote |
| 4 | LAZ | Lazard Ltd. | 2.48% | Add +6.0% | 5,739,016 | $197.37M | $34.39 | No quote |
| 5 | KMT | Kennametal, Inc. | 2.45% | Reduce -1.3% | 5,264,557 | $194.74M | $36.99 | No quote |
| 6 | BIDU | Baidu, Inc. ADR | 2.43% | Add +9.4% | 1,651,311 | $193.8M | $117.36 | No quote |
| 7 | SJM | J.M. Smucker Co. | 2.22% | Reduce -5.5% | 1,537,719 | $177.13M | $115.19 | No quote |
| 8 | GILD | Gilead Sciences, Inc. | 2.11% | Add +1.7% | 2,492,927 | $168.42M | $67.56 | No quote |
| 9 | IPG | Interpublic Group of Cos., Inc. | 2.06% | Add +9.6% | 7,257,522 | $163.95M | No quote | No quote |
| 10 | NTRS | Northern Trust Corp. | 2.03% | Add +3.2% | 1,799,327 | $161.94M | $90.00 | No quote |
| 11 | LH | Laboratory Corp. of America Holdings | 2.00% | Reduce -1.2% | 920,817 | $159.21M | $172.90 | No quote |
| 12 | MSGN | MSG Networks, Inc. | 1.97% | Add +11.4% | 7,556,573 | $156.72M | No quote | No quote |
| 13 | SRCL | Stericycle Inc. | 1.95% | Reduce -5.1% | 3,257,536 | $155.55M | No quote | No quote |
| 14 | MAT | Mattel, Inc. | 1.93% | Add +20.3% | 13,696,438 | $153.54M | $11.21 | No quote |
| 15 | SLCA | U.S. Silica Holdings, Inc. | 1.92% | Add +21.7% | 11,967,811 | $153.07M | No quote | No quote |
| 16 | KKR | KKR & Co Inc. | 1.86% | Add +3.1% | 5,852,060 | $147.88M | $25.27 | No quote |
| 17 | ZBRA | Zebra Technologies Corp. | 1.84% | Reduce -2.4% | 698,672 | $146.37M | $209.49 | No quote |
| 18 | SNA | Snap-on, Inc. | 1.75% | Reduce -0.8% | 840,846 | $139.28M | $165.64 | No quote |
| 19 | JNJ | Johnson & Johnson | 1.66% | Add +6.4% | 950,255 | $132.35M | $139.28 | No quote |
| 20 | NLSN | Nielsen Holdings plc | 1.61% | Add +7.9% | 5,657,563 | $127.86M | No quote | No quote |
| 21 | KEYS | Keysight Technologies, Inc. | 1.60% | Reduce -7.4% | 1,421,098 | $127.63M | $89.81 | No quote |
| 22 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.53% | Reduce -1.1% | 570,136 | $121.54M | No quote | No quote |
| 23 | CRL | Charles River Laboratories Intl, Inc. | 1.45% | Reduce -3.6% | 815,507 | $115.72M | $141.90 | No quote |
| 24 | JLL | JLL | 1.43% | Add +11.5% | 806,778 | $113.51M | $140.69 | No quote |
| 25 | VIAB | Viacom, Inc. | 1.42% | Reduce -0.4% | 3,795,661 | $113.38M | No quote | No quote |
| 26 | SSD | Simpson Manufacturing Co., Inc. | 1.41% | Reduce -7.2% | 1,694,228 | $112.6M | $66.46 | No quote |
| 27 | NOK | Nokia Corp. ADR | 1.39% | Add +2.3% | 22,107,902 | $110.76M | $5.01 | No quote |
| 28 | TAP | Molson Coors Brewing Co. | 1.25% | Add +60.7% | 1,777,160 | $99.52M | $56.00 | No quote |
| 29 | TGNA | TEGNA, Inc. | 1.23% | Reduce -6.8% | 6,459,366 | $97.86M | No quote | No quote |
| 30 | MHK | Mohawk Industries, Inc. | 1.22% | Add +16.4% | 657,923 | $97.02M | $147.47 | No quote |
| 31 | CBRE | CBRE Group, Inc. | 1.19% | Add +1.6% | 1,853,428 | $95.08M | $51.30 | No quote |
| 32 | SWK | Stanley Black & Decker, Inc. | 1.16% | Reduce -0.6% | 640,937 | $92.69M | $144.61 | No quote |
| 33 | AFL | Aflac, Inc. | 1.11% | Reduce -0.7% | 1,611,250 | $88.31M | $54.81 | No quote |
| 34 | MTSC | MTS Systems Corp. | 1.07% | Reduce -10.3% | 1,460,058 | $85.46M | No quote | No quote |
| 35 | ZBH | Zimmer Biomet Holdings, Inc. | 1.04% | Reduce -0.6% | 706,227 | $83.15M | $117.74 | No quote |
| 36 | BWA | BorgWarner, Inc. | 1.04% | Add +13.9% | 1,964,059 | $82.45M | $41.98 | No quote |
| 37 | VZ | Verizon Communications Inc. | 1.03% | Add +0.1% | 1,440,172 | $82.28M | $57.13 | No quote |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 1.01% | Reduce -0.8% | 661,381 | $80.17M | $121.21 | No quote |
| 39 | LFUS | Littelfuse, Inc. | 0.98% | Add +0.1% | 442,402 | $78.27M | $176.91 | No quote |
| 40 | MDP | Meredith Corp. | 0.95% | Reduce -1.8% | 1,379,356 | $75.95M | No quote | No quote |
| 41 | SLB | Schlumberger Ltd. | 0.94% | Add +2.3% | 1,884,751 | $74.9M | $39.74 | No quote |
| 42 | PGR | Progressive Corp. | 0.92% | Reduce -0.6% | 916,702 | $73.27M | $79.93 | No quote |
| 43 | KN | Knowles Corporation | 0.92% | Reduce -8.0% | 4,001,125 | $73.26M | $18.31 | No quote |
| 44 | BOKF | BOK Financial Corp. | 0.91% | Add +6.2% | 959,244 | $72.4M | $75.48 | No quote |
| 45 | BIO | Bio-Rad Laboratories, Inc. | 0.91% | Reduce -3.8% | 231,318 | $72.31M | $312.59 | No quote |
| 46 | EOG | EOG Resources Inc. | 0.83% | Add +15.1% | 708,282 | $65.98M | $93.16 | No quote |
| 47 | CBS | CBS Corp. | 0.81% | Add +8.9% | 1,287,125 | $64.23M | No quote | No quote |
| 48 | PXD | Pioneer Natural Resources Co | 0.80% | Reduce -1.1% | 411,940 | $63.38M | No quote | No quote |
| 49 | DOX | Amdocs Ltd. | 0.76% | Add +15.2% | 977,154 | $60.67M | $62.09 | No quote |
| 50 | GSK | GlaxoSmithKline plc ADR | 0.74% | Reduce -11.2% | 1,475,330 | $59.04M | $40.02 | No quote |
| 51 | MSGS | The Madison Square Garden Co. | 0.71% | Reduce -18.0% | 200,615 | $56.16M | $279.94 | No quote |
| 52 | OMC | Omnicom Group, Inc. | 0.70% | Reduce -1.1% | 684,479 | $56.09M | $81.95 | No quote |
| 53 | FLR | Fluor Corp. | 0.70% | Add +21.8% | 1,647,033 | $55.49M | $33.69 | No quote |
| 54 | BRC | Brady Corp. | 0.69% | Reduce -15.3% | 1,106,482 | $54.57M | $49.32 | No quote |
| 55 | ITW | Illinois Tool Works, Inc. | 0.68% | Reduce -0.9% | 359,612 | $54.23M | $150.81 | No quote |
| 56 | WTW | Willis Towers Watson plc | 0.66% | Reduce -4.3% | 272,662 | $52.23M | $191.54 | No quote |
| 57 | CHL | China Mobile Ltd. ADR | 0.62% | Reduce -5.5% | 1,098,095 | $49.73M | No quote | No quote |
| 58 | HLI | Houlihan Lokey, Inc. | 0.61% | Reduce -20.9% | 1,089,117 | $48.5M | $44.53 | No quote |
| 59 | MAS | Masco Corporation | 0.58% | Add +0.8% | 1,173,447 | $46.05M | $39.24 | No quote |
| 60 | AXE | Anixter Intl, Inc. | 0.57% | Reduce -2.5% | 763,582 | $45.59M | No quote | No quote |
| 61 | TMO | Thermo Fisher Scientific, Inc. | 0.56% | Reduce -5.3% | 151,641 | $44.53M | $293.68 | No quote |
| 62 | ATGE | Adtalem Global Education, Inc. | 0.53% | Reduce -1.5% | 938,436 | $42.28M | No quote | No quote |
| 63 | AMG | Affiliated Managers Group, Inc. | 0.53% | Add +12.9% | 457,553 | $42.16M | $92.14 | No quote |
| 64 | JHG | Janus Henderson Group plc | 0.53% | Reduce -3.0% | 1,958,684 | $41.92M | $21.40 | No quote |
| 65 | DGX | Quest Diagnostics Inc. | 0.51% | Add +1.6% | 400,014 | $40.73M | $101.81 | No quote |
| 66 | CAH | Cardinal Health, Inc. | 0.51% | Reduce -0.7% | 860,367 | $40.52M | $47.10 | No quote |
| 67 | BCO | Brink's Co. | 0.48% | Reduce -8.9% | 468,396 | $38.02M | $81.18 | No quote |
| 68 | FICO | Fair Isaac Corp. | 0.47% | Reduce -28.1% | 119,272 | $37.45M | $314.02 | No quote |
| 69 | WU | Western Union Co. | 0.47% | Reduce -0.3% | 1,875,269 | $37.3M | $19.89 | No quote |
| 70 | KMX | CarMax Inc. | 0.45% | Add +21.7% | 417,221 | $36.23M | $86.83 | No quote |
| 71 | BX | Blackstone Group Inc | 0.43% | New | 777,213 | $34.52M | $44.42 | No quote |
| 72 | TPR | Tapestry, Inc. | 0.41% | Add +59.0% | 1,023,539 | $32.48M | $31.73 | No quote |
| 73 | VEA | Vanguard FTSE Developed ETF | 0.39% | Reduce -9.0% | 743,722 | $31.02M | $41.71 | No quote |
| 74 | GNRC | Generac Holdings Inc. | 0.38% | Add +32.6% | 430,194 | $29.86M | $69.41 | No quote |
| 75 | TS | Tenaris ADR | 0.34% | Reduce -3.0% | 1,026,210 | $27M | No quote | No quote |
| 76 | MEI | Methode Electronics Inc. | 0.33% | Reduce -7.5% | 911,549 | $26.04M | No quote | No quote |
| 77 | COST | Costco Wholesale Corp. | 0.31% | Reduce -31.4% | 92,635 | $24.48M | $264.26 | No quote |
| 78 | NOV | National Oilwell Varco | 0.31% | Add +28.6% | 1,098,548 | $24.42M | $22.23 | No quote |
| 79 | KIN | Kindred Biosciences, Inc. | 0.30% | Add +8.8% | 2,848,808 | $23.73M | No quote | No quote |
| 80 | CLB | Core Laboratories N.V. | 0.29% | Reduce -1.0% | 448,977 | $23.47M | $52.28 | No quote |
| 81 | JWN | Nordstrom, Inc. | 0.26% | Add +34.8% | 657,992 | $20.96M | No quote | No quote |
| 82 | TISI | Team, Inc. | 0.26% | Reduce -7.4% | 1,337,917 | $20.5M | No quote | No quote |
| 83 | BSAC | Banco Santander-Chile ADR | 0.26% | Reduce -5.4% | 679,761 | $20.34M | No quote | No quote |
| 84 | USB | U.S. Bancorp | 0.25% | Reduce -1.2% | 380,580 | $19.94M | $52.40 | No quote |
| 85 | TIF | Tiffany & Co. | 0.23% | Reduce -17.8% | 199,874 | $18.72M | No quote | No quote |
| 86 | CNTY | Century Casinos, Inc. | 0.23% | Reduce -36.9% | 1,901,309 | $18.44M | No quote | No quote |
| 87 | QCOM | QUALCOMM Inc. | 0.23% | Reduce -24.8% | 236,924 | $18.02M | $76.07 | No quote |
| 88 | COWN | Cowen Inc. | 0.22% | Reduce -26.0% | 1,026,078 | $17.64M | No quote | No quote |
| 89 | KFY | Korn/Ferry International | 0.20% | Add +12.2% | 395,714 | $15.86M | $40.07 | No quote |
| 90 | TILE | Interface, Inc. | 0.19% | Reduce -8.9% | 1,012,066 | $15.52M | $15.33 | No quote |
| 91 | SO | Southern Co. | 0.19% | Reduce -36.0% | 279,387 | $15.45M | $55.28 | No quote |
| 92 | OXY | Occidental Petroleum Corp. | 0.19% | Reduce -37.1% | 293,195 | $14.74M | $50.28 | No quote |
| 93 | ORBC | ORBCOMM, Inc. | 0.18% | Reduce -16.4% | 2,017,210 | $14.63M | No quote | No quote |
| 94 | BSMX | Banco Santander Mexico SA ADR | 0.16% | Reduce -4.1% | 1,692,701 | $12.95M | No quote | No quote |
| 95 | GRBK | Green Brick Partners Inc. | 0.16% | Reduce -22.1% | 1,529,688 | $12.71M | $8.31 | No quote |
| 96 | CSWC | Capital Southwest Corp. | 0.16% | Reduce -11.9% | 601,256 | $12.6M | No quote | No quote |
| 97 | RST | Rosetta Stone Inc. | 0.15% | Reduce -17.0% | 523,530 | $11.98M | No quote | No quote |
| 98 | MIND | Mitcham Industries, Inc. | 0.15% | Reduce -0.6% | 2,973,689 | $11.75M | No quote | No quote |
| 99 | BTN | Ballantyne Strong, Inc. | 0.15% | Reduce -5.9% | 3,588,813 | $11.59M | No quote | No quote |
| 100 | ICE | IntercontinentalExchange, Inc. | 0.14% | Reduce -1.2% | 132,284 | $11.37M | $85.94 | No quote |
| 101 | ORCL | Oracle Corp. | 0.14% | - | 196,757 | $11.21M | $56.97 | No quote |
| 102 | LAKE | Lakeland Industries, Inc. | 0.14% | Add +1.4% | 983,899 | $11.02M | No quote | No quote |
| 103 | RNWK | RealNetworks, Inc. | 0.14% | Reduce -14.5% | 5,659,928 | $10.75M | No quote | No quote |
| 104 | TNAV | Telenav Inc. | 0.13% | Reduce -47.8% | 1,343,437 | $10.75M | No quote | No quote |
| 105 | SFE | Safeguard Scientifics Inc. | 0.13% | Reduce -41.9% | 865,193 | $10.44M | No quote | No quote |
| 106 | STRT | Strattec Security Corp. | 0.13% | Reduce -0.7% | 413,013 | $9.95M | No quote | No quote |
| 107 | OAK | Oaktree Capital Group LLC | 0.12% | Reduce -74.6% | 199,408 | $9.88M | No quote | No quote |
| 108 | TURN | 180 Degree Capital Corp. | 0.12% | Add +6.3% | 4,913,205 | $9.67M | No quote | No quote |
| 109 | HNGR | Hanger, Inc. | 0.12% | Add +8.1% | 498,643 | $9.55M | No quote | No quote |
| 110 | GSIT | GSI Technology Inc. | 0.11% | Reduce -28.5% | 1,056,120 | $9.05M | No quote | No quote |
| 111 | FL | Foot Locker, Inc. | 0.11% | Add +153.2% | 215,301 | $9.03M | No quote | No quote |
| 112 | HMN | Horace Mann Educators Corp. | 0.11% | Reduce -9.0% | 223,493 | $9.01M | No quote | No quote |
| 113 | LMT | Lockheed Martin Corp. | 0.11% | Reduce -8.7% | 24,327 | $8.84M | $363.55 | No quote |
| 114 | ALYA | Alithya Group Inc. | 0.11% | Reduce -4.5% | 3,243,611 | $8.5M | No quote | No quote |
| 115 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.11% | New | 112,709 | $8.47M | $75.16 | No quote |
| 116 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.10% | Add +6.8% | 1,281,104 | $8.16M | No quote | No quote |
| 117 | MOV | Movado Group Inc. | 0.10% | Add +47.9% | 290,482 | $7.84M | No quote | No quote |
| 118 | TRC | Tejon Ranch Co. | 0.09% | Reduce -12.8% | 453,054 | $7.52M | No quote | No quote |
| 119 | MOS | Mosaic Co. | 0.09% | - | 298,199 | $7.46M | $25.03 | No quote |
| 120 | MATW | Matthews Intl Corp. | 0.09% | Reduce -8.0% | 210,776 | $7.35M | $34.85 | No quote |
| 121 | GS | Goldman Sachs Group, Inc. | 0.09% | Add +7.3% | 35,692 | $7.3M | $204.61 | No quote |
| 122 | PRCP | Perceptron, Inc. | 0.09% | Add +39.0% | 1,638,116 | $7.29M | No quote | No quote |
| 123 | ACTG | Acacia Research Corp. | 0.09% | Reduce -0.9% | 2,428,943 | $7.19M | No quote | No quote |
| 124 | EMKR | EMCORE Corporation | 0.09% | Add +41.8% | 2,160,338 | $7.11M | No quote | No quote |
| 125 | ALOT | AstroNova, Inc. | 0.07% | Reduce -43.0% | 227,910 | $5.89M | No quote | No quote |
| 126 | IWN | iShares Russell 2000V ETF | 0.07% | New | 47,800 | $5.76M | $120.50 | No quote |
| 127 | SYNC | Synacor, Inc. | 0.06% | Reduce -3.4% | 3,273,919 | $5.11M | No quote | No quote |
| 128 | XOM | Exxon Mobil Corp. | 0.06% | Add +0.0% | 66,367 | $5.09M | $76.63 | No quote |
| 129 | BID | Sotheby's | 0.06% | Reduce -54.2% | 83,552 | $4.86M | No quote | No quote |
| 130 | ASPN | Aspen Aerogels Inc. | 0.06% | Reduce -53.6% | 679,817 | $4.85M | $7.13 | No quote |
| 131 | PCTI | PCTEL, Inc. | 0.06% | Reduce -32.3% | 1,030,471 | $4.57M | No quote | No quote |
| 132 | BK | Bank of New York Mellon Corp. | 0.06% | - | 100,014 | $4.42M | $44.15 | No quote |
| 133 | GAIA | Gaia, Inc. | 0.05% | New | 571,463 | $4.33M | No quote | No quote |
| 134 | JCAP | Jernigan Capital, Inc. | 0.05% | Add +4.5% | 203,226 | $4.17M | No quote | No quote |
| 135 | CVU | CPI Aerostructures, Inc. | 0.05% | Reduce -10.3% | 481,113 | $4.05M | No quote | No quote |
| 136 | APA | Apache Corp. | 0.05% | Add +3.3% | 132,011 | $3.82M | $28.97 | No quote |
| 137 | OESX | Orion Energy Systems, Inc. | 0.04% | Reduce -61.1% | 1,077,734 | $3.2M | No quote | No quote |
| 138 | NVS | Novartis AG ADR | 0.03% | Add +0.3% | 28,969 | $2.65M | $91.30 | No quote |
| 139 | GIFI | Gulf Island Fabrication, Inc. | 0.03% | Reduce -0.3% | 366,932 | $2.61M | No quote | No quote |
| 140 | ACIA | Acacia Communications, Inc. | 0.03% | Reduce -1.4% | 44,489 | $2.1M | No quote | No quote |
| 141 | EXPD | Expeditors Intl of Washington | 0.02% | Reduce -1.0% | 21,033 | $1.6M | $75.88 | No quote |
| 142 | RBCN | Rubicon Technology, Inc. | 0.02% | - | 145,316 | $1.21M | No quote | No quote |
| 143 | EQC | Equity Commonwealth | 0.01% | New | 36,049 | $1.17M | No quote | No quote |
| 144 | ENZ | Enzo Biochem, Inc. | 0.01% | New | 323,615 | $1.09M | No quote | No quote |
| 145 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.01% | Reduce -90.0% | 22,999 | $1.08M | $46.74 | No quote |
| 146 | FN | Fabrinet | 0.01% | Reduce -5.1% | 21,556 | $1.07M | $49.68 | No quote |
| 147 | PCYO | Pure Cycle Corp. | 0.01% | Add +19.9% | 92,990 | $986K | No quote | No quote |
| 148 | RUBI | The Rubicon Project, Inc. | 0.01% | Add +25.8% | 107,858 | $686K | No quote | No quote |
| 149 | AXTI | AXT Inc. | 0.00% | - | 94,896 | $376K | $3.96 | No quote |
| 150 | CRWS | Crown Crafts, Inc. | 0.00% | - | 78,850 | $371K | No quote | No quote |
| 151 | DRAD | Digirad Corp. | 0.00% | Reduce -90.0% | 40,528 | $280K | No quote | No quote |
| 152 | GLAE | GlassBridge Enterprises Inc. | 0.00% | Reduce -25.4% | 468,751 | $145K | No quote | No quote |
| 153 | AETI | Stabilis Energy Inc | 0.00% | Reduce -24.5% | 134,891 | $94K | No quote | No quote |
| 160 | SRE | Sempra Energy | - | Sold | 0 | $0 | No quote | No quote |
| 159 | ISCA | International Speedway Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 158 | DFS | Discover Financial Services | - | Sold | 0 | $0 | No quote | No quote |
| 157 | BRS | Bristow Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 156 | BX | Blackstone Group L.P. | - | Sold | 0 | $0 | No quote | No quote |
| 155 | AFH | Atlas Financial Holdings, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 154 | AXP | American Express Co. | - | Sold | 0 | $0 | No quote | No quote |