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 82 of 154 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 4.00% | Reduce -5.3% | 2,161,476 | $300.51M | $139.03 | No quote |
| 2 | PM | Philip Morris Intl, Inc. | 3.81% | Add +6.8% | 3,761,668 | $285.62M | $75.93 | No quote |
| 3 | FAF | First American Financial Corp. | 2.95% | Reduce -6.6% | 3,757,150 | $221.71M | $59.01 | No quote |
| 4 | LAZ | Lazard Ltd. | 2.75% | Add +2.6% | 5,891,253 | $206.19M | $35.00 | No quote |
| 5 | IPG | Interpublic Group of Cos., Inc. | 2.61% | Add +25.0% | 9,074,775 | $195.65M | No quote | No quote |
| 6 | BIDU | Baidu, Inc. ADR | 2.58% | Add +14.0% | 1,882,079 | $193.4M | $102.76 | No quote |
| 7 | MAT | Mattel, Inc. | 2.33% | Add +12.2% | 15,371,387 | $175.08M | $11.39 | No quote |
| 8 | KMT | Kennametal, Inc. | 2.28% | Add +5.9% | 5,577,313 | $171.45M | $30.74 | No quote |
| 9 | NTRS | Northern Trust Corp. | 2.27% | Add +1.4% | 1,823,831 | $170.2M | $93.32 | No quote |
| 10 | SRCL | Stericycle Inc. | 2.23% | Add +0.9% | 3,288,486 | $167.48M | No quote | No quote |
| 11 | SJM | J.M. Smucker Co. | 2.22% | Reduce -1.6% | 1,513,846 | $166.55M | $110.02 | No quote |
| 12 | GILD | Gilead Sciences, Inc. | 2.10% | Reduce -0.1% | 2,490,526 | $157.85M | $63.38 | No quote |
| 13 | KKR | KKR & Co Inc. | 2.09% | Reduce -0.1% | 5,846,572 | $156.98M | $26.85 | No quote |
| 14 | LH | Laboratory Corp. of America Holdings | 2.01% | Reduce -2.4% | 898,411 | $150.93M | $168.00 | No quote |
| 15 | SNA | Snap-on, Inc. | 1.95% | Add +11.1% | 934,020 | $146.21M | $156.54 | No quote |
| 16 | MSGN | MSG Networks, Inc. | 1.87% | Add +14.8% | 8,671,320 | $140.65M | No quote | No quote |
| 17 | NLSN | Nielsen Holdings plc | 1.64% | Add +2.3% | 5,785,916 | $122.95M | No quote | No quote |
| 18 | JNJ | Johnson & Johnson | 1.64% | Reduce -0.1% | 949,410 | $122.84M | $129.38 | No quote |
| 19 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.61% | Add +1.8% | 580,476 | $120.75M | No quote | No quote |
| 20 | KEYS | Keysight Technologies, Inc. | 1.59% | Reduce -13.9% | 1,223,481 | $118.98M | $97.25 | No quote |
| 21 | SSD | Simpson Manufacturing Co., Inc. | 1.56% | Reduce -0.6% | 1,683,608 | $116.79M | $69.37 | No quote |
| 22 | JLL | JLL | 1.49% | Reduce -0.1% | 806,187 | $112.11M | $139.06 | No quote |
| 23 | CRL | Charles River Laboratories Intl, Inc. | 1.48% | Add +3.2% | 841,597 | $111.4M | $132.37 | No quote |
| 24 | NOK | Nokia Corp. ADR | 1.48% | Reduce -0.8% | 21,929,185 | $110.96M | $5.06 | No quote |
| 25 | SLCA | U.S. Silica Holdings, Inc. | 1.44% | Reduce -5.3% | 11,336,143 | $108.37M | No quote | No quote |
| 26 | ZBRA | Zebra Technologies Corp. | 1.44% | Reduce -25.0% | 523,880 | $108.11M | $206.37 | No quote |
| 27 | TAP | Molson Coors Brewing Co. | 1.37% | Add +0.8% | 1,791,782 | $103.03M | $57.50 | No quote |
| 28 | TGNA | TEGNA, Inc. | 1.30% | Reduce -2.7% | 6,285,538 | $97.61M | No quote | No quote |
| 29 | CBRE | CBRE Group, Inc. | 1.28% | Reduce -2.5% | 1,807,228 | $95.8M | $53.01 | No quote |
| 30 | VIAB | Viacom, Inc. | 1.26% | Add +3.4% | 3,925,003 | $94.32M | No quote | No quote |
| 31 | SWK | Stanley Black & Decker, Inc. | 1.24% | Add +0.2% | 642,129 | $92.73M | $144.41 | No quote |
| 32 | BOKF | BOK Financial Corp. | 1.23% | Add +21.3% | 1,163,942 | $92.13M | $79.15 | No quote |
| 33 | VZ | Verizon Communications Inc. | 1.16% | Reduce -0.1% | 1,438,720 | $86.84M | $60.36 | No quote |
| 34 | AFL | Aflac, Inc. | 1.13% | Add +0.3% | 1,616,450 | $84.57M | $52.32 | No quote |
| 35 | MTSC | MTS Systems Corp. | 1.09% | Add +1.6% | 1,483,515 | $81.96M | No quote | No quote |
| 36 | MHK | Mohawk Industries, Inc. | 1.09% | Reduce 0.0% | 657,921 | $81.63M | $124.07 | No quote |
| 37 | KN | Knowles Corporation | 1.00% | Reduce -8.2% | 3,675,157 | $74.75M | $20.34 | No quote |
| 38 | BIO | Bio-Rad Laboratories, Inc. | 0.99% | Reduce -3.1% | 224,172 | $74.59M | $332.74 | No quote |
| 39 | PGR | Progressive Corp. | 0.99% | Add +5.2% | 964,740 | $74.53M | $77.25 | No quote |
| 40 | ZBH | Zimmer Biomet Holdings, Inc. | 0.96% | Reduce -25.3% | 527,316 | $72.39M | $137.27 | No quote |
| 41 | BWA | BorgWarner, Inc. | 0.96% | Add +0.4% | 1,972,344 | $72.35M | $36.68 | No quote |
| 42 | RCL | Royal Caribbean Cruises Ltd. | 0.95% | Add +0.0% | 661,639 | $71.68M | $108.33 | No quote |
| 43 | LFUS | Littelfuse, Inc. | 0.95% | Reduce -9.0% | 402,421 | $71.35M | $177.31 | No quote |
| 44 | EOG | EOG Resources Inc. | 0.91% | Add +30.3% | 922,831 | $68.49M | $74.22 | No quote |
| 45 | DOX | Amdocs Ltd. | 0.86% | Reduce -0.1% | 976,303 | $64.54M | $66.11 | No quote |
| 46 | SLB | Schlumberger Ltd. | 0.86% | Reduce -0.1% | 1,883,003 | $64.34M | $34.17 | No quote |
| 47 | GSK | GlaxoSmithKline plc ADR | 0.81% | Reduce -2.9% | 1,432,134 | $61.12M | $42.68 | No quote |
| 48 | CBS | CBS Corp. | 0.76% | Add +10.5% | 1,421,695 | $57.39M | No quote | No quote |
| 49 | WTW | Willis Towers Watson plc | 0.70% | Add +0.5% | 273,963 | $52.87M | $192.97 | No quote |
| 50 | OMC | Omnicom Group, Inc. | 0.66% | Reduce -7.4% | 634,101 | $49.65M | $78.30 | No quote |
| 51 | HLI | Houlihan Lokey, Inc. | 0.66% | Add +0.4% | 1,093,722 | $49.33M | $45.10 | No quote |
| 52 | MDP | Meredith Corp. | 0.66% | Reduce -2.8% | 1,341,345 | $49.17M | No quote | No quote |
| 53 | PXD | Pioneer Natural Resources Co | 0.65% | Reduce -5.5% | 389,404 | $48.98M | No quote | No quote |
| 54 | AXE | Anixter Intl, Inc. | 0.65% | Reduce -7.3% | 707,769 | $48.92M | No quote | No quote |
| 55 | MAS | Masco Corporation | 0.65% | - | 1,173,447 | $48.91M | $41.68 | No quote |
| 56 | AMG | Affiliated Managers Group, Inc. | 0.65% | Add +28.2% | 586,723 | $48.9M | $83.35 | No quote |
| 57 | MSGS | The Madison Square Garden Co. | 0.63% | Reduce -10.8% | 179,048 | $47.18M | $263.52 | No quote |
| 58 | JHG | Janus Henderson Group plc | 0.60% | Add +2.7% | 2,010,991 | $45.17M | $22.46 | No quote |
| 59 | CHL | China Mobile Ltd. ADR | 0.59% | Reduce -1.9% | 1,077,162 | $44.6M | No quote | No quote |
| 60 | DGX | Quest Diagnostics Inc. | 0.59% | Add +2.8% | 411,068 | $44M | $107.03 | No quote |
| 61 | ITW | Illinois Tool Works, Inc. | 0.58% | Reduce -23.2% | 276,263 | $43.23M | $156.49 | No quote |
| 62 | BCO | Brink's Co. | 0.55% | Add +7.0% | 501,350 | $41.59M | $82.95 | No quote |
| 63 | CAH | Cardinal Health, Inc. | 0.54% | Add +0.0% | 860,371 | $40.6M | $47.19 | No quote |
| 64 | GNRC | Generac Holdings Inc. | 0.49% | Add +10.1% | 473,837 | $37.12M | $78.34 | No quote |
| 65 | KMX | CarMax Inc. | 0.49% | Add +0.4% | 418,962 | $36.87M | $88.00 | No quote |
| 66 | ATGE | Adtalem Global Education, Inc. | 0.48% | Add +1.6% | 953,946 | $36.34M | No quote | No quote |
| 67 | WU | Western Union Co. | 0.48% | Reduce -16.6% | 1,564,089 | $36.24M | $23.17 | No quote |
| 68 | TMO | Thermo Fisher Scientific, Inc. | 0.45% | Reduce -24.3% | 114,755 | $33.43M | $291.27 | No quote |
| 69 | TIF | Tiffany & Co. | 0.44% | Add +77.2% | 354,224 | $32.81M | No quote | No quote |
| 70 | VEA | Vanguard FTSE Developed ETF | 0.43% | Add +5.4% | 784,198 | $32.22M | $41.08 | No quote |
| 71 | FLR | Fluor Corp. | 0.42% | Add +1.0% | 1,664,075 | $31.83M | $19.13 | No quote |
| 72 | MEI | Methode Electronics Inc. | 0.41% | Add +0.7% | 917,917 | $30.88M | No quote | No quote |
| 73 | BRC | Brady Corp. | 0.40% | Reduce -49.2% | 562,421 | $29.84M | $53.05 | No quote |
| 74 | TPR | Tapestry, Inc. | 0.37% | Add +3.5% | 1,059,571 | $27.6M | $26.05 | No quote |
| 75 | TISI | Team, Inc. | 0.35% | Add +8.2% | 1,447,762 | $26.13M | No quote | No quote |
| 76 | NOV | National Oilwell Varco | 0.31% | Reduce 0.0% | 1,098,512 | $23.29M | $21.20 | No quote |
| 77 | BX | Blackstone Group Inc | 0.30% | Reduce -40.0% | 466,005 | $22.76M | $48.84 | No quote |
| 78 | TS | Tenaris ADR | 0.30% | Add +2.9% | 1,055,854 | $22.36M | No quote | No quote |
| 79 | BSAC | Banco Santander-Chile ADR | 0.29% | Add +15.6% | 785,548 | $22M | No quote | No quote |
| 80 | JWN | Nordstrom, Inc. | 0.27% | Reduce -7.8% | 606,933 | $20.44M | No quote | No quote |
| 81 | KFY | Korn/Ferry International | 0.25% | Add +21.2% | 479,462 | $18.53M | $38.64 | No quote |
| 82 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.24% | Add +114.2% | 241,410 | $18.06M | $74.82 | No quote |
| 83 | TILE | Interface, Inc. | 0.21% | Add +10.2% | 1,115,005 | $16.1M | $14.44 | No quote |
| 84 | USB | U.S. Bancorp | 0.21% | Reduce -25.5% | 283,494 | $15.69M | $55.34 | No quote |
| 85 | FICO | Fair Isaac Corp. | 0.21% | Reduce -57.2% | 51,068 | $15.5M | $303.52 | No quote |
| 86 | KIN | Kindred Biosciences, Inc. | 0.17% | Reduce -33.1% | 1,906,785 | $13.06M | No quote | No quote |
| 87 | COST | Costco Wholesale Corp. | 0.17% | Reduce -51.9% | 44,578 | $12.84M | $288.10 | No quote |
| 88 | FL | Foot Locker, Inc. | 0.15% | Add +24.7% | 268,414 | $11.59M | No quote | No quote |
| 89 | HMN | Horace Mann Educators Corp. | 0.15% | Add +9.7% | 245,257 | $11.36M | No quote | No quote |
| 90 | COWN | Cowen Inc. | 0.15% | Reduce -30.9% | 709,323 | $10.92M | No quote | No quote |
| 91 | ORCL | Oracle Corp. | 0.14% | Reduce -1.3% | 194,257 | $10.69M | $55.03 | No quote |
| 92 | IWN | iShares Russell 2000V ETF | 0.13% | Add +73.7% | 83,045 | $9.92M | $119.41 | No quote |
| 93 | HNGR | Hanger, Inc. | 0.13% | Reduce -2.7% | 485,271 | $9.89M | No quote | No quote |
| 94 | ORBC | ORBCOMM, Inc. | 0.13% | Add +2.7% | 2,072,263 | $9.86M | No quote | No quote |
| 95 | BTN | Ballantyne Strong, Inc. | 0.13% | Reduce -15.0% | 3,050,028 | $9.49M | No quote | No quote |
| 96 | LMT | Lockheed Martin Corp. | 0.13% | Reduce -0.1% | 24,312 | $9.48M | $390.05 | No quote |
| 97 | RST | Rosetta Stone Inc. | 0.13% | Add +4.0% | 544,582 | $9.48M | No quote | No quote |
| 98 | MIND | Mitcham Industries, Inc. | 0.12% | Reduce -4.8% | 2,832,542 | $9.21M | No quote | No quote |
| 99 | CNTY | Century Casinos, Inc. | 0.12% | Reduce -37.9% | 1,181,710 | $9.14M | No quote | No quote |
| 100 | GRBK | Green Brick Partners Inc. | 0.11% | Reduce -48.3% | 791,062 | $8.46M | $10.70 | No quote |
| 101 | RNWK | RealNetworks, Inc. | 0.11% | Reduce -12.0% | 4,982,572 | $8.27M | No quote | No quote |
| 102 | MATW | Matthews Intl Corp. | 0.11% | Add +10.0% | 231,763 | $8.2M | $35.39 | No quote |
| 103 | GS | Goldman Sachs Group, Inc. | 0.10% | Reduce -0.0% | 35,687 | $7.4M | $207.22 | No quote |
| 104 | LAKE | Lakeland Industries, Inc. | 0.09% | Reduce -44.0% | 551,399 | $6.68M | No quote | No quote |
| 105 | ACTG | Acacia Research Corp. | 0.09% | - | 2,428,943 | $6.51M | No quote | No quote |
| 106 | TURN | 180 Degree Capital Corp. | 0.08% | Reduce -40.7% | 2,914,318 | $6.23M | No quote | No quote |
| 107 | ICE | IntercontinentalExchange, Inc. | 0.08% | Reduce -49.5% | 66,821 | $6.17M | $92.28 | No quote |
| 108 | MOS | Mosaic Co. | 0.08% | Reduce -0.0% | 298,075 | $6.11M | $20.50 | No quote |
| 109 | TRC | Tejon Ranch Co. | 0.08% | Reduce -23.6% | 346,135 | $5.87M | No quote | No quote |
| 110 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.08% | Reduce -25.2% | 958,319 | $5.68M | No quote | No quote |
| 111 | SFE | Safeguard Scientifics Inc. | 0.07% | Reduce -43.4% | 490,095 | $5.56M | No quote | No quote |
| 112 | GAIA | Gaia, Inc. | 0.07% | Add +46.2% | 835,287 | $5.46M | No quote | No quote |
| 113 | GSIT | GSI Technology Inc. | 0.07% | Reduce -45.8% | 572,965 | $5.02M | No quote | No quote |
| 114 | CSWC | Capital Southwest Corp. | 0.07% | Reduce -62.0% | 228,297 | $4.98M | No quote | No quote |
| 115 | STRT | Strattec Security Corp. | 0.06% | Reduce -42.2% | 238,807 | $4.75M | No quote | No quote |
| 116 | XOM | Exxon Mobil Corp. | 0.06% | Reduce -0.0% | 66,356 | $4.69M | $70.60 | No quote |
| 117 | ALOT | AstroNova, Inc. | 0.06% | Add +23.2% | 280,763 | $4.54M | No quote | No quote |
| 118 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -0.1% | 99,936 | $4.52M | $45.21 | No quote |
| 119 | PRCP | Perceptron, Inc. | 0.06% | Reduce -45.1% | 900,044 | $4.31M | No quote | No quote |
| 120 | ALYA | Alithya Group Inc. | 0.05% | Reduce -58.6% | 1,343,006 | $3.98M | No quote | No quote |
| 121 | MOV | Movado Group Inc. | 0.05% | Reduce -46.0% | 156,825 | $3.9M | No quote | No quote |
| 122 | ENZ | Enzo Biochem, Inc. | 0.05% | Add +217.1% | 1,026,313 | $3.7M | No quote | No quote |
| 123 | EMKR | EMCORE Corporation | 0.05% | Reduce -48.5% | 1,112,170 | $3.41M | No quote | No quote |
| 124 | APA | Apache Corp. | 0.04% | Reduce -0.0% | 131,980 | $3.38M | $25.60 | No quote |
| 125 | QCOM | QUALCOMM Inc. | 0.04% | Reduce -83.5% | 39,056 | $2.98M | $76.28 | No quote |
| 126 | ACIA | Acacia Communications, Inc. | 0.04% | Reduce 0.0% | 44,487 | $2.91M | No quote | No quote |
| 127 | PCTI | PCTEL, Inc. | 0.04% | Reduce -67.3% | 336,434 | $2.83M | No quote | No quote |
| 128 | EQC | Equity Commonwealth | 0.04% | Add +124.8% | 81,043 | $2.78M | No quote | No quote |
| 129 | ASPN | Aspen Aerogels Inc. | 0.04% | Reduce -34.6% | 444,331 | $2.63M | $5.92 | No quote |
| 130 | CVU | CPI Aerostructures, Inc. | 0.03% | Reduce -34.0% | 317,783 | $2.61M | No quote | No quote |
| 131 | NVS | Novartis AG ADR | 0.03% | Reduce -1.0% | 28,688 | $2.49M | $86.90 | No quote |
| 132 | JCAP | Jernigan Capital, Inc. | 0.03% | Reduce -42.8% | 116,246 | $2.24M | No quote | No quote |
| 133 | WAAS | AquaVenture Holdings Limited | 0.03% | New | 112,275 | $2.18M | No quote | No quote |
| 134 | SYNC | Synacor, Inc. | 0.03% | Reduce -52.7% | 1,547,567 | $2.17M | No quote | No quote |
| 135 | OESX | Orion Energy Systems, Inc. | 0.02% | Reduce -43.4% | 610,242 | $1.74M | No quote | No quote |
| 136 | FN | Fabrinet | 0.02% | Add +36.3% | 29,376 | $1.54M | $52.29 | No quote |
| 137 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | Reduce -44.9% | 202,338 | $1.08M | No quote | No quote |
| 138 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.01% | - | 22,999 | $1.06M | $46.05 | No quote |
| 139 | RBCN | Rubicon Technology, Inc. | 0.01% | Reduce -25.7% | 108,015 | $1.03M | No quote | No quote |
| 140 | PCYO | Pure Cycle Corp. | 0.01% | Reduce -21.7% | 72,797 | $748K | No quote | No quote |
| 141 | RUBI | The Rubicon Project, Inc. | 0.01% | Reduce -50.3% | 53,651 | $467K | No quote | No quote |
| 142 | CRWS | Crown Crafts, Inc. | 0.00% | Reduce -27.6% | 57,111 | $357K | No quote | No quote |
| 143 | AXTI | AXT Inc. | 0.00% | Reduce -27.4% | 68,944 | $245K | $3.55 | No quote |
| 144 | DRAD | Digirad Corp. | 0.00% | Reduce -51.8% | 19,529 | $87K | No quote | No quote |
| 154 | TNAV | Telenav Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 153 | AETI | Stabilis Energy Inc | - | Sold | 0 | $0 | No quote | No quote |
| 152 | SO | Southern Co. | - | Sold | 0 | $0 | No quote | No quote |
| 151 | BID | Sotheby's | - | Sold | 0 | $0 | No quote | No quote |
| 150 | OXY | Occidental Petroleum Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 149 | OAK | Oaktree Capital Group LLC | - | Sold | 0 | $0 | No quote | No quote |
| 148 | GLAE | GlassBridge Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 147 | EXPD | Expeditors Intl of Washington | - | Sold | 0 | $0 | No quote | No quote |
| 146 | CLB | Core Laboratories N.V. | - | Sold | 0 | $0 | No quote | No quote |
| 145 | BSMX | Banco Santander Mexico SA ADR | - | Sold | 0 | $0 | No quote | No quote |