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 84 of 151 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 4.14% | Reduce -3.2% | 2,091,981 | $329.91M | $157.70 | No quote |
| 2 | PM | Philip Morris Intl, Inc. | 4.06% | Add +1.1% | 3,803,202 | $323.61M | $85.09 | No quote |
| 3 | BIDU | Baidu, Inc. ADR | 2.86% | Reduce -4.2% | 1,802,894 | $227.89M | $126.40 | No quote |
| 4 | LAZ | Lazard Ltd. | 2.73% | Reduce -7.4% | 5,454,085 | $217.95M | $39.96 | No quote |
| 5 | KMT | Kennametal, Inc. | 2.66% | Add +3.0% | 5,746,294 | $211.98M | $36.89 | No quote |
| 6 | IPG | Interpublic Group of Cos., Inc. | 2.63% | Add +0.1% | 9,088,742 | $209.95M | No quote | No quote |
| 7 | FAF | First American Financial Corp. | 2.63% | Reduce -4.5% | 3,587,345 | $209.21M | $58.32 | No quote |
| 8 | SRCL | Stericycle Inc. | 2.62% | Reduce -0.6% | 3,269,315 | $208.62M | No quote | No quote |
| 9 | MAT | Mattel, Inc. | 2.60% | Reduce -0.4% | 15,307,666 | $207.42M | $13.55 | No quote |
| 10 | NTRS | Northern Trust Corp. | 2.38% | Reduce -2.3% | 1,782,576 | $189.38M | $106.24 | No quote |
| 11 | KKR | KKR & Co Inc. | 2.16% | Add +0.9% | 5,900,514 | $172.12M | $29.17 | No quote |
| 12 | PARA | ViacomCBS Inc. | 2.09% | New | 3,966,263 | $166.46M | No quote | No quote |
| 13 | SNA | Snap-on, Inc. | 2.08% | Add +4.8% | 978,884 | $165.82M | $169.40 | No quote |
| 14 | GILD | Gilead Sciences, Inc. | 2.05% | Add +0.8% | 2,510,818 | $163.15M | $64.98 | No quote |
| 15 | SJM | J.M. Smucker Co. | 1.97% | Reduce -0.2% | 1,511,360 | $157.38M | $104.13 | No quote |
| 16 | NLSN | Nielsen Holdings plc | 1.95% | Add +32.4% | 7,662,551 | $155.55M | No quote | No quote |
| 17 | MSGN | MSG Networks, Inc. | 1.91% | Add +0.6% | 8,726,557 | $151.84M | No quote | No quote |
| 18 | LH | Laboratory Corp. of America Holdings | 1.90% | Reduce -0.4% | 895,100 | $151.42M | $169.17 | No quote |
| 19 | JLL | JLL | 1.77% | Add +0.8% | 812,449 | $141.44M | $174.09 | No quote |
| 20 | JNJ | Johnson & Johnson | 1.74% | Add +0.4% | 953,283 | $139.06M | $145.87 | No quote |
| 21 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.67% | Add +1.0% | 586,349 | $132.81M | No quote | No quote |
| 22 | CRL | Charles River Laboratories Intl, Inc. | 1.63% | Add +1.0% | 850,094 | $129.86M | $152.76 | No quote |
| 23 | KEYS | Keysight Technologies, Inc. | 1.50% | Reduce -5.1% | 1,161,024 | $119.16M | $102.63 | No quote |
| 24 | ZBRA | Zebra Technologies Corp. | 1.47% | Reduce -12.7% | 457,377 | $116.83M | $255.44 | No quote |
| 25 | CBRE | CBRE Group, Inc. | 1.39% | Reduce -0.2% | 1,803,616 | $110.54M | $61.29 | No quote |
| 26 | BOKF | BOK Financial Corp. | 1.34% | Add +4.7% | 1,219,071 | $106.55M | $87.40 | No quote |
| 27 | TGNA | TEGNA, Inc. | 1.33% | Add +0.7% | 6,331,699 | $105.68M | No quote | No quote |
| 28 | SSD | Simpson Manufacturing Co., Inc. | 1.30% | Reduce -23.3% | 1,291,242 | $103.6M | $80.23 | No quote |
| 29 | TAP | Molson Coors Beverage Co | 1.28% | Add +5.7% | 1,892,974 | $102.03M | $53.90 | No quote |
| 30 | SWK | Stanley Black & Decker, Inc. | 1.26% | Reduce -5.5% | 606,656 | $100.55M | $165.74 | No quote |
| 31 | MHK | Mohawk Industries, Inc. | 1.13% | Add +0.7% | 662,711 | $90.38M | $136.38 | No quote |
| 32 | VZ | Verizon Communications Inc. | 1.12% | Add +0.9% | 1,451,841 | $89.14M | $61.40 | No quote |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 1.11% | Add +0.1% | 662,107 | $88.4M | $133.51 | No quote |
| 34 | BWA | BorgWarner, Inc. | 1.08% | Add +0.8% | 1,987,879 | $86.23M | $43.38 | No quote |
| 35 | AFL | Aflac, Inc. | 1.06% | Reduce -1.1% | 1,597,997 | $84.53M | $52.90 | No quote |
| 36 | BIO | Bio-Rad Laboratories, Inc. | 1.05% | Add +1.0% | 226,498 | $83.81M | $370.03 | No quote |
| 37 | EOG | EOG Resources Inc. | 1.00% | Add +2.9% | 949,349 | $79.52M | $83.76 | No quote |
| 38 | ZBH | Zimmer Biomet Holdings, Inc. | 0.98% | Reduce -0.7% | 523,667 | $78.38M | $149.68 | No quote |
| 39 | LFUS | Littelfuse, Inc. | 0.98% | Add +1.0% | 406,309 | $77.73M | $191.30 | No quote |
| 40 | KN | Knowles Corporation | 0.95% | Reduce -2.4% | 3,585,309 | $75.83M | $21.15 | No quote |
| 41 | DOX | Amdocs Ltd. | 0.88% | Reduce -0.4% | 972,626 | $70.21M | $72.19 | No quote |
| 42 | SLB | Schlumberger Ltd. | 0.88% | Reduce -7.4% | 1,744,423 | $70.13M | $40.20 | No quote |
| 43 | MTSC | MTS Systems Corp. | 0.87% | Reduce -2.7% | 1,443,494 | $69.33M | No quote | No quote |
| 44 | PGR | Progressive Corp. | 0.87% | Reduce -0.9% | 956,173 | $69.22M | $72.39 | No quote |
| 45 | NOK | Nokia Corp. ADR | 0.84% | Reduce -18.0% | 17,990,370 | $66.74M | $3.71 | No quote |
| 46 | SLCA | U.S. Silica Holdings, Inc. | 0.83% | Reduce -4.9% | 10,778,483 | $66.29M | No quote | No quote |
| 47 | MAS | Masco Corporation | 0.72% | Add +1.7% | 1,193,432 | $57.27M | $47.99 | No quote |
| 48 | PXD | Pioneer Natural Resources Co | 0.72% | Reduce -2.9% | 378,120 | $57.24M | No quote | No quote |
| 49 | GSK | GlaxoSmithKline plc ADR | 0.69% | Reduce -18.5% | 1,167,412 | $54.86M | $46.99 | No quote |
| 50 | ATGE | Adtalem Global Education, Inc. | 0.69% | Add +64.1% | 1,565,767 | $54.76M | No quote | No quote |
| 51 | WTW | Willis Towers Watson plc | 0.69% | Reduce -1.3% | 270,542 | $54.63M | $201.94 | No quote |
| 52 | MSGS | The Madison Square Garden Co. | 0.67% | Add +1.8% | 182,336 | $53.64M | $294.19 | No quote |
| 53 | HLI | Houlihan Lokey, Inc. | 0.66% | Reduce -1.2% | 1,080,877 | $52.82M | $48.87 | No quote |
| 54 | OMC | Omnicom Group, Inc. | 0.64% | Reduce -1.1% | 626,875 | $50.79M | $81.02 | No quote |
| 55 | AMG | Affiliated Managers Group, Inc. | 0.63% | Add +1.0% | 592,698 | $50.23M | $84.74 | No quote |
| 56 | JHG | Janus Henderson Group plc | 0.61% | Reduce -1.3% | 1,985,800 | $48.55M | $24.45 | No quote |
| 57 | BCO | Brink's Co. | 0.59% | Add +3.9% | 520,769 | $47.22M | $90.68 | No quote |
| 58 | MDP | Meredith Corp. | 0.59% | Add +7.7% | 1,444,894 | $46.92M | No quote | No quote |
| 59 | NOV | National Oilwell Varco | 0.57% | Add +63.8% | 1,799,310 | $45.07M | $25.05 | No quote |
| 60 | DGX | Quest Diagnostics Inc. | 0.54% | Reduce -2.3% | 401,466 | $42.87M | $106.79 | No quote |
| 61 | ITW | Illinois Tool Works, Inc. | 0.53% | Reduce -14.3% | 236,721 | $42.52M | $179.63 | No quote |
| 62 | GNRC | Generac Holdings Inc. | 0.53% | Reduce -11.1% | 421,276 | $42.38M | $100.59 | No quote |
| 63 | WU | Western Union Co. | 0.53% | Add +0.6% | 1,573,789 | $42.15M | $26.78 | No quote |
| 64 | KMX | CarMax Inc. | 0.53% | Add +14.0% | 477,550 | $41.87M | $87.67 | No quote |
| 65 | CHL | China Mobile Ltd. ADR | 0.51% | Reduce -10.5% | 964,353 | $40.76M | No quote | No quote |
| 66 | CAH | Cardinal Health, Inc. | 0.44% | Reduce -19.3% | 694,625 | $35.13M | $50.58 | No quote |
| 67 | VEA | Vanguard FTSE Developed ETF | 0.43% | Reduce -1.8% | 769,899 | $33.92M | $44.06 | No quote |
| 68 | MEI | Methode Electronics Inc. | 0.42% | Reduce -6.7% | 856,782 | $33.71M | No quote | No quote |
| 69 | CCL | Carnival Corp | 0.40% | New | 621,390 | $31.59M | $50.83 | No quote |
| 70 | FLR | Fluor Corp. | 0.39% | Reduce -0.7% | 1,651,998 | $31.19M | $18.88 | No quote |
| 71 | TPR | Tapestry, Inc. | 0.36% | Add +0.8% | 1,067,575 | $28.79M | $26.97 | No quote |
| 72 | BRC | Brady Corp. | 0.36% | Reduce -11.6% | 497,354 | $28.48M | $57.26 | No quote |
| 73 | TIF | Tiffany & Co. | 0.32% | Reduce -46.9% | 188,015 | $25.13M | No quote | No quote |
| 74 | JWN | Nordstrom, Inc. | 0.31% | Reduce -1.3% | 599,301 | $24.53M | No quote | No quote |
| 75 | KFY | Korn/Ferry International | 0.29% | Add +12.1% | 537,522 | $22.79M | $42.40 | No quote |
| 76 | TISI | Team, Inc. | 0.27% | Reduce -6.2% | 1,358,122 | $21.69M | No quote | No quote |
| 77 | TS | Tenaris ADR | 0.26% | Reduce -11.9% | 929,806 | $21.05M | No quote | No quote |
| 78 | BSAC | Banco Santander-Chile ADR | 0.23% | Add +0.1% | 786,020 | $18.13M | No quote | No quote |
| 79 | TILE | Interface, Inc. | 0.23% | Reduce -2.9% | 1,082,675 | $17.96M | $16.59 | No quote |
| 80 | BX | Blackstone Group Inc | 0.22% | Reduce -33.9% | 308,156 | $17.24M | $55.94 | No quote |
| 81 | USB | U.S. Bancorp | 0.21% | Add +0.8% | 285,694 | $16.94M | $59.29 | No quote |
| 82 | FL | Foot Locker, Inc. | 0.21% | Add +60.8% | 431,483 | $16.82M | No quote | No quote |
| 83 | IWN | iShares Russell 2000V ETF | 0.21% | Add +55.8% | 129,375 | $16.64M | $128.58 | No quote |
| 84 | FICO | Fair Isaac Corp. | 0.19% | Reduce -20.5% | 40,602 | $15.21M | $374.69 | No quote |
| 85 | KIN | Kindred Biosciences, Inc. | 0.19% | Reduce -6.6% | 1,781,770 | $15.11M | No quote | No quote |
| 86 | COST | Costco Wholesale Corp. | 0.17% | Add +0.8% | 44,912 | $13.2M | $293.93 | No quote |
| 87 | COWN | Cowen Inc. | 0.14% | Add +1.2% | 718,116 | $11.31M | No quote | No quote |
| 88 | ORBC | ORBCOMM, Inc. | 0.14% | Add +26.2% | 2,615,186 | $11.01M | No quote | No quote |
| 89 | HMN | Horace Mann Educators Corp. | 0.14% | Add +2.5% | 251,450 | $10.98M | No quote | No quote |
| 90 | BTN | Ballantyne Strong, Inc. | 0.14% | Add +10.6% | 3,373,559 | $10.93M | No quote | No quote |
| 91 | ORCL | Oracle Corp. | 0.13% | Add +1.0% | 196,257 | $10.4M | $52.98 | No quote |
| 92 | RST | Rosetta Stone Inc. | 0.12% | Reduce -0.1% | 544,187 | $9.87M | No quote | No quote |
| 93 | LMT | Lockheed Martin Corp. | 0.12% | Add +2.1% | 24,812 | $9.66M | $389.37 | No quote |
| 94 | CNTY | Century Casinos, Inc. | 0.12% | Add +1.2% | 1,196,287 | $9.48M | No quote | No quote |
| 95 | MATW | Matthews Intl Corp. | 0.11% | Reduce -1.9% | 227,439 | $8.68M | $38.17 | No quote |
| 96 | HNGR | Hanger, Inc. | 0.11% | Reduce -35.8% | 311,370 | $8.6M | No quote | No quote |
| 97 | GS | Goldman Sachs Group, Inc. | 0.10% | Add +1.1% | 36,087 | $8.3M | $229.92 | No quote |
| 98 | AXE | Anixter Intl, Inc. | 0.10% | Reduce -87.3% | 89,541 | $8.25M | No quote | No quote |
| 99 | MIND | Mitcham Industries, Inc. | 0.10% | Add +1.4% | 2,872,310 | $8.24M | No quote | No quote |
| 100 | RNWK | RealNetworks, Inc. | 0.09% | Add +20.8% | 6,020,322 | $7.22M | No quote | No quote |
| 101 | MOS | Mosaic Co. | 0.08% | Add +3.9% | 309,575 | $6.7M | $21.64 | No quote |
| 102 | GAIA | Gaia, Inc. | 0.08% | Reduce -3.9% | 803,026 | $6.42M | No quote | No quote |
| 103 | TURN | 180 Degree Capital Corp. | 0.08% | Add +2.2% | 2,978,818 | $6.4M | No quote | No quote |
| 104 | ICE | IntercontinentalExchange, Inc. | 0.08% | Add +0.9% | 67,451 | $6.24M | $92.56 | No quote |
| 105 | PRCP | Perceptron, Inc. | 0.08% | Add +23.4% | 1,110,702 | $6.11M | No quote | No quote |
| 106 | ACTG | Acacia Research Corp. | 0.07% | Reduce -8.8% | 2,214,854 | $5.89M | No quote | No quote |
| 107 | LAKE | Lakeland Industries, Inc. | 0.07% | Reduce -1.9% | 540,752 | $5.84M | No quote | No quote |
| 108 | GRBK | Green Brick Partners Inc. | 0.07% | Reduce -36.4% | 502,898 | $5.77M | $11.48 | No quote |
| 109 | TRC | Tejon Ranch Co. | 0.07% | Reduce -3.5% | 334,135 | $5.34M | No quote | No quote |
| 110 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.07% | Add +5.4% | 1,010,220 | $5.2M | No quote | No quote |
| 111 | STRT | Strattec Security Corp. | 0.06% | Reduce -3.5% | 230,507 | $5.12M | No quote | No quote |
| 112 | BK | Bank of New York Mellon Corp. | 0.06% | Add +1.2% | 101,136 | $5.09M | $50.33 | No quote |
| 113 | SFE | Safeguard Scientifics Inc. | 0.06% | Reduce -10.5% | 438,695 | $4.82M | No quote | No quote |
| 114 | XOM | Exxon Mobil Corp. | 0.06% | Add +1.2% | 67,156 | $4.69M | $69.78 | No quote |
| 115 | ALOT | AstroNova, Inc. | 0.06% | Add +21.2% | 340,348 | $4.67M | No quote | No quote |
| 116 | IWM | iShares Russell 2000 ETF | 0.05% | New | 23,900 | $3.96M | $165.69 | No quote |
| 117 | GSIT | GSI Technology Inc. | 0.05% | Reduce -4.3% | 548,581 | $3.89M | No quote | No quote |
| 118 | APA | Apache Corp. | 0.05% | Add +13.7% | 150,068 | $3.84M | $25.59 | No quote |
| 119 | EVR | Evercore Inc | 0.05% | New | 48,700 | $3.64M | $74.76 | No quote |
| 120 | QCOM | QUALCOMM Inc. | 0.04% | Add +0.8% | 39,387 | $3.48M | $88.23 | No quote |
| 121 | CSWC | Capital Southwest Corp. | 0.04% | Reduce -29.4% | 161,240 | $3.36M | No quote | No quote |
| 122 | EQC | Equity Commonwealth | 0.04% | Add +23.5% | 100,119 | $3.29M | No quote | No quote |
| 123 | MOV | Movado Group Inc. | 0.04% | Reduce -7.5% | 145,025 | $3.15M | No quote | No quote |
| 124 | ACIA | Acacia Communications, Inc. | 0.04% | Add +1.1% | 44,988 | $3.05M | No quote | No quote |
| 125 | EMKR | EMCORE Corporation | 0.04% | Reduce -11.7% | 982,052 | $2.99M | No quote | No quote |
| 126 | ZAGG | ZAGG Inc | 0.04% | New | 362,275 | $2.94M | No quote | No quote |
| 127 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.04% | Reduce -85.2% | 35,839 | $2.9M | $81.00 | No quote |
| 128 | JCAP | Jernigan Capital, Inc. | 0.04% | Add +27.6% | 148,346 | $2.84M | No quote | No quote |
| 129 | ENZ | Enzo Biochem, Inc. | 0.03% | Reduce -5.9% | 965,584 | $2.54M | No quote | No quote |
| 130 | NVS | Novartis AG ADR | 0.03% | Reduce -8.9% | 26,138 | $2.48M | $94.69 | No quote |
| 131 | WAAS | AquaVenture Holdings Limited | 0.03% | Reduce -23.8% | 85,554 | $2.32M | No quote | No quote |
| 132 | SYNC | Synacor, Inc. | 0.03% | Reduce -13.2% | 1,343,867 | $2.04M | No quote | No quote |
| 133 | ALYA | Alithya Group Inc. | 0.02% | Reduce -48.7% | 688,778 | $1.92M | No quote | No quote |
| 134 | FN | Fabrinet | 0.02% | - | 29,376 | $1.91M | $64.85 | No quote |
| 135 | IDCC | InterDigital Inc. | 0.02% | New | 30,119 | $1.64M | $54.48 | No quote |
| 136 | OESX | Orion Energy Systems, Inc. | 0.02% | Reduce -28.5% | 436,448 | $1.46M | No quote | No quote |
| 137 | CVU | CPI Aerostructures, Inc. | 0.02% | Reduce -34.7% | 207,452 | $1.4M | No quote | No quote |
| 138 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.01% | - | 22,999 | $1.13M | $49.13 | No quote |
| 139 | PCTI | PCTEL, Inc. | 0.01% | Reduce -62.4% | 126,478 | $1.07M | No quote | No quote |
| 140 | GLAE | GlassBridge Enterprises Inc. | 0.01% | New | 3,883 | $971K | No quote | No quote |
| 141 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | Reduce -20.2% | 161,538 | $819K | No quote | No quote |
| 142 | PCYO | Pure Cycle Corp. | 0.01% | Reduce -15.0% | 61,901 | $779K | No quote | No quote |
| 143 | RBCN | Rubicon Technology, Inc. | 0.01% | Reduce -27.7% | 78,078 | $650K | No quote | No quote |
| 144 | RUBI | The Rubicon Project, Inc. | 0.00% | Reduce -38.3% | 33,130 | $270K | No quote | No quote |
| 145 | AXTI | AXT Inc. | 0.00% | Reduce -27.6% | 49,933 | $217K | $4.35 | No quote |
| 146 | CRWS | Crown Crafts, Inc. | 0.00% | Reduce -43.5% | 32,253 | $198K | No quote | No quote |
| 151 | VIAB | Viacom, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 150 | TMO | Thermo Fisher Scientific, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 149 | DRAD | Digirad Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 148 | CBS | CBS Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 147 | ASPN | Aspen Aerogels Inc. | - | Sold | 0 | $0 | No quote | No quote |