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 88 of 159 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp. | 5.08% | Reduce -8.8% | 1,640,371 | $333.83M | $203.51 | |
| 2 | BIDU | Baidu, Inc. ADR | 5.00% | Add +27.9% | 2,737,733 | $328.23M | $119.89 | |
| 3 | PM | Philip Morris Intl, Inc. | 4.73% | Add +6.0% | 4,436,972 | $310.85M | $70.06 | |
| 4 | MAT | Mattel, Inc. | 2.60% | Add +0.5% | 17,687,993 | $171.04M | $9.67 | |
| 5 | KMT | Kennametal, Inc. | 2.54% | Reduce -10.9% | 5,814,629 | $166.94M | $28.71 | |
| 6 | SRCL | Stericycle Inc. | 2.49% | Add +0.0% | 2,915,590 | $163.22M | No quote | No quote |
| 7 | IPG | Interpublic Group of Cos., Inc. | 2.36% | Reduce -2.5% | 9,027,084 | $154.91M | No quote | No quote |
| 8 | LAZ | Lazard Ltd. | 2.35% | Add +2.2% | 5,396,999 | $154.52M | $28.63 | |
| 9 | FAF | First American Financial Corp. | 2.31% | Reduce -1.9% | 3,163,594 | $151.92M | $48.02 | |
| 10 | KKR | KKR & Co Inc. | 2.19% | Reduce -7.8% | 4,653,028 | $143.69M | $30.88 | |
| 11 | NTRS | Northern Trust Corp. | 2.19% | Reduce -6.3% | 1,809,103 | $143.53M | $79.34 | |
| 12 | GILD | Gilead Sciences, Inc. | 2.17% | Reduce -30.5% | 1,852,515 | $142.53M | $76.94 | |
| 13 | PARA | ViacomCBS Inc. | 2.15% | Reduce -2.4% | 6,053,571 | $141.17M | No quote | No quote |
| 14 | SNA | Snap-on, Inc. | 2.06% | Reduce -0.9% | 975,543 | $135.12M | $138.51 | |
| 15 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 2.04% | Add +24.9% | 749,557 | $133.8M | No quote | No quote |
| 16 | NVST | Envista Holdings Corp | 1.97% | Add +76.2% | 6,144,385 | $129.59M | $21.09 | |
| 17 | JNJ | Johnson & Johnson | 1.95% | Add +4.7% | 908,980 | $127.83M | $140.63 | |
| 18 | LH | Laboratory Corp. of America Holdings | 1.89% | Reduce -11.9% | 745,438 | $123.83M | $166.11 | |
| 19 | SJM | J.M. Smucker Co. | 1.73% | Reduce -2.6% | 1,076,328 | $113.89M | $105.81 | |
| 20 | NLSN | Nielsen Holdings plc | 1.72% | Add +5.1% | 7,615,704 | $113.17M | No quote | No quote |
| 21 | CRL | Charles River Laboratories Intl, Inc. | 1.66% | Reduce -8.9% | 624,606 | $108.9M | $174.35 | |
| 22 | MSGN | MSG Networks, Inc. | 1.41% | Add +0.2% | 9,277,337 | $92.31M | No quote | No quote |
| 23 | KEYS | Keysight Technologies, Inc. | 1.39% | Reduce -24.9% | 904,124 | $91.12M | $100.78 | |
| 24 | CBRE | CBRE Group, Inc. | 1.35% | Add +13.8% | 1,966,938 | $88.95M | $45.22 | |
| 25 | ATGE | Adtalem Global Education, Inc. | 1.34% | Reduce -0.1% | 2,824,755 | $87.99M | No quote | No quote |
| 26 | BOKF | BOK Financial Corp. | 1.30% | Add +10.8% | 1,517,097 | $85.63M | $56.44 | |
| 27 | VZ | Verizon Communications Inc. | 1.28% | Reduce -1.9% | 1,526,810 | $84.17M | $55.13 | |
| 28 | JLL | JLL | 1.27% | Add +0.7% | 807,903 | $83.59M | $103.46 | |
| 29 | ZBRA | Zebra Technologies Corp. | 1.25% | Reduce -35.9% | 319,724 | $81.83M | $255.95 | |
| 30 | MHK | Mohawk Industries, Inc. | 1.24% | Add +1.6% | 798,497 | $81.26M | $101.76 | |
| 31 | SPHR | Madison Square Garden Entertainment | 1.23% | New | 1,080,307 | $81.02M | $75.00 | |
| 32 | SWK | Stanley Black & Decker, Inc. | 1.19% | Add +2.6% | 560,760 | $78.16M | $139.38 | |
| 33 | BWA | BorgWarner, Inc. | 1.12% | Reduce -3.7% | 2,085,534 | $73.62M | $35.30 | |
| 34 | TGNA | TEGNA, Inc. | 1.11% | Add +31.7% | 6,568,089 | $73.17M | No quote | No quote |
| 35 | KN | Knowles Corporation | 1.09% | Add +5.4% | 4,674,554 | $71.33M | $15.26 | |
| 36 | NOK | Nokia Corp. ADR | 1.05% | Reduce -11.9% | 15,720,365 | $69.17M | $4.40 | |
| 37 | LFUS | Littelfuse, Inc. | 1.04% | Add +2.1% | 401,840 | $68.57M | $170.63 | |
| 38 | MTN | Vail Resorts Inc | 1.04% | Add +19.8% | 374,651 | $68.24M | $182.15 | |
| 39 | PGR | Progressive Corp. | 1.03% | Reduce -6.7% | 841,182 | $67.39M | $80.11 | |
| 40 | DOX | Amdocs Ltd. | 0.93% | Add +3.4% | 1,003,050 | $61.07M | $60.88 | |
| 41 | SSD | Simpson Manufacturing Co., Inc. | 0.92% | Reduce -22.6% | 713,992 | $60.23M | $84.36 | |
| 42 | MAS | Masco Corporation | 0.90% | Reduce -0.1% | 1,182,821 | $59.39M | $50.21 | |
| 43 | ZBH | Zimmer Biomet Holdings, Inc. | 0.87% | Add +0.8% | 480,064 | $57.3M | $119.36 | |
| 44 | AMG | Affiliated Managers Group, Inc. | 0.85% | Add +13.7% | 749,289 | $55.87M | $74.56 | |
| 45 | AFL | Aflac, Inc. | 0.77% | Reduce -11.6% | 1,404,877 | $50.62M | $36.03 | |
| 46 | MDP | Meredith Corp. | 0.74% | Add +18.3% | 3,324,043 | $48.37M | No quote | No quote |
| 47 | JHG | Janus Henderson Group plc | 0.66% | Add +0.7% | 2,050,225 | $43.38M | $21.16 | |
| 48 | CLB | Core Laboratories N.V. | 0.65% | New | 2,084,533 | $42.36M | $20.32 | |
| 49 | GSK | GlaxoSmithKline plc ADR | 0.64% | Reduce -12.4% | 1,023,455 | $41.75M | $40.79 | |
| 50 | GNRC | Generac Holdings Inc. | 0.57% | Reduce -4.5% | 309,243 | $37.71M | $121.93 | |
| 51 | KMX | CarMax Inc. | 0.56% | Reduce -25.7% | 407,735 | $36.51M | $89.55 | |
| 52 | GS | Goldman Sachs Group, Inc. | 0.55% | Add +41.0% | 181,176 | $35.8M | $197.62 | |
| 53 | CAH | Cardinal Health, Inc. | 0.54% | Reduce -4.7% | 678,109 | $35.39M | $52.19 | |
| 54 | SCHW | The Charles Schwab Corporation | 0.51% | Add +30.2% | 990,981 | $33.44M | $33.74 | |
| 55 | BIO | Bio-Rad Laboratories, Inc. | 0.50% | Reduce -54.2% | 72,686 | $32.82M | $451.49 | |
| 56 | BCO | Brink's Co. | 0.50% | Add +30.5% | 715,264 | $32.55M | $45.51 | |
| 57 | SLCA | U.S. Silica Holdings, Inc. | 0.48% | Reduce -21.3% | 8,774,459 | $31.68M | No quote | No quote |
| 58 | WTW | Willis Towers Watson plc | 0.48% | Reduce -21.3% | 160,420 | $31.6M | $196.95 | |
| 59 | FL | Foot Locker, Inc. | 0.47% | Add +3.8% | 1,053,395 | $30.72M | No quote | No quote |
| 60 | VEA | Vanguard FTSE Developed ETF | 0.46% | Reduce -25.9% | 786,166 | $30.5M | $38.79 | |
| 61 | HLI | Houlihan Lokey, Inc. | 0.45% | Reduce -28.1% | 534,779 | $29.76M | $55.64 | |
| 62 | WBA | Walgreens Boots Alliance Inc. | 0.45% | New | 689,297 | $29.22M | No quote | No quote |
| 63 | MEI | Methode Electronics Inc. | 0.44% | Reduce -1.8% | 921,805 | $28.82M | No quote | No quote |
| 64 | OMC | Omnicom Group, Inc. | 0.41% | Reduce -14.0% | 491,248 | $26.82M | $54.60 | |
| 65 | CHKP | Check Point Software Technologies Ltd. | 0.41% | Add +273.4% | 247,949 | $26.64M | $107.43 | |
| 66 | CHL | China Mobile Ltd. ADR | 0.36% | Reduce -14.8% | 709,968 | $23.88M | No quote | No quote |
| 67 | RCL | Royal Caribbean Cruises Ltd. | 0.36% | Reduce -50.7% | 468,400 | $23.56M | $50.30 | |
| 68 | NOV | National Oilwell Varco | 0.34% | Add +0.6% | 1,847,467 | $22.63M | $12.25 | |
| 69 | TPR | Tapestry, Inc. | 0.34% | Add +3.7% | 1,703,472 | $22.62M | $13.28 | |
| 70 | KFY | Korn/Ferry International | 0.34% | Add +7.2% | 734,797 | $22.58M | $30.73 | |
| 71 | NTAP | NetApp Inc. | 0.34% | New | 500,041 | $22.19M | $44.37 | |
| 72 | MSGS | Madison Square Garden Sports Corp. | 0.34% | Reduce -46.5%1.402:1 split | 150,129 | $22.05M | $146.89 | |
| 73 | BMY | Bristol-Myers Squibb Co. | 0.32% | Add +165.0% | 356,396 | $20.96M | $58.80 | |
| 74 | OSW | OneSpaWorld Holdings Limited | 0.30% | Add +137.7% | 4,100,708 | $19.56M | $4.77 | |
| 75 | BRC | Brady Corp. | 0.29% | Reduce -9.9% | 402,313 | $18.84M | $46.82 | |
| 76 | ACIA | Acacia Communications, Inc. | 0.27% | Add +155.3% | 260,215 | $17.48M | No quote | No quote |
| 77 | VOD | Vodafone Group PLC ADR | 0.26% | New | 1,060,825 | $16.91M | No quote | No quote |
| 78 | TAP | Molson Coors Beverage Co | 0.25% | Reduce -67.7% | 479,437 | $16.47M | $34.36 | |
| 79 | EOG | EOG Resources Inc. | 0.24% | Reduce -77.2% | 316,900 | $16.05M | $50.66 | |
| 80 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.24% | Add +45.5% | 971,672 | $15.97M | $16.43 | |
| 81 | EQC | Equity Commonwealth | 0.21% | Add +4.7% | 431,367 | $13.89M | No quote | No quote |
| 82 | BSAC | Banco Santander-Chile ADR | 0.18% | Reduce -8.7% | 717,840 | $11.77M | No quote | No quote |
| 83 | IBKR | Interactive Brokers Group Inc | 0.18% | New | 275,652 | $11.51M | $41.77 | |
| 84 | EVR | Evercore Inc | 0.17% | Add +249.4% | 191,818 | $11.3M | $58.92 | No quote |
| 85 | BAP | Credicorp Ltd | 0.17% | New | 83,925 | $11.22M | $133.68 | |
| 86 | MIDD | The Middleby Corporation | 0.17% | Add +153.9% | 139,508 | $11.01M | $78.94 | |
| 87 | USB | U.S. Bancorp | 0.17% | Add +3.7% | 295,549 | $10.88M | $36.82 | |
| 88 | RST | Rosetta Stone Inc. | 0.15% | Reduce -1.5% | 587,207 | $9.9M | No quote | No quote |
| 89 | MTSC | MTS Systems Corp. | 0.15% | Add +2.3% | 547,752 | $9.64M | No quote | No quote |
| 90 | HMN | Horace Mann Educators Corp. | 0.14% | Add +2.8% | 257,965 | $9.48M | No quote | No quote |
| 91 | CCL | Carnival Corp | 0.14% | Reduce -46.4% | 560,533 | $9.2M | $16.42 | |
| 92 | ORCL | Oracle Corp. | 0.13% | Reduce -10.4% | 160,179 | $8.85M | $55.27 | |
| 93 | COWN | Cowen Inc. | 0.13% | Reduce -32.2% | 533,287 | $8.65M | No quote | No quote |
| 94 | TISI | Team, Inc. | 0.13% | Add +1.7% | 1,539,876 | $8.58M | No quote | No quote |
| 95 | WU | Western Union Co. | 0.13% | Reduce -2.1% | 396,620 | $8.58M | $21.62 | |
| 96 | JWN | Nordstrom, Inc. | 0.12% | Add +0.9% | 522,439 | $8.09M | No quote | No quote |
| 97 | ACTG | Acacia Research Corp. | 0.11% | Reduce -21.2% | 1,745,534 | $7.14M | No quote | No quote |
| 98 | ORBC | ORBCOMM, Inc. | 0.11% | Reduce -34.1% | 1,801,022 | $6.93M | No quote | No quote |
| 99 | KIN | Kindred Biosciences, Inc. | 0.10% | Reduce -13.7% | 1,533,812 | $6.89M | No quote | No quote |
| 100 | LMT | Lockheed Martin Corp. | 0.10% | Reduce -25.1% | 17,753 | $6.48M | $364.90 | |
| 101 | ICE | IntercontinentalExchange, Inc. | 0.10% | Add +3.7% | 69,779 | $6.39M | $91.60 | |
| 102 | DFS | Discover Financial Services | 0.10% | Reduce -55.4% | 126,453 | $6.33M | No quote | No quote |
| 103 | MOS | Mosaic Co. | 0.08% | Reduce -3.8% | 398,008 | $4.98M | $12.51 | |
| 104 | IWN | iShares Russell 2000V ETF | 0.08% | Reduce -53.9% | 50,654 | $4.94M | $97.47 | |
| 105 | MATW | Matthews Intl Corp. | 0.07% | Add +2.9% | 255,756 | $4.89M | $19.10 | No quote |
| 106 | HNGR | Hanger, Inc. | 0.07% | Reduce -8.6% | 292,894 | $4.85M | No quote | No quote |
| 107 | RNWK | RealNetworks, Inc. | 0.07% | Reduce -42.9% | 3,471,438 | $4.51M | No quote | No quote |
| 108 | BTN | Ballantyne Strong, Inc. | 0.07% | Reduce -22.6% | 2,649,581 | $4.35M | No quote | No quote |
| 109 | LAKE | Lakeland Industries, Inc. | 0.06% | Add +35.7% | 189,302 | $4.25M | No quote | No quote |
| 110 | GAIA | Gaia, Inc. | 0.06% | Reduce -45.0% | 499,744 | $4.19M | No quote | No quote |
| 111 | TURN | 180 Degree Capital Corp. | 0.06% | Reduce -22.9% | 2,274,863 | $3.96M | No quote | No quote |
| 112 | CSCO | Cisco Systems, Inc. | 0.06% | Add +3.8% | 83,690 | $3.9M | $46.64 | |
| 113 | APA | Apache Corp. | 0.06% | Add +26.2% | 286,010 | $3.86M | $13.50 | |
| 114 | MIND | Mitcham Industries, Inc. | 0.06% | Reduce -17.1% | 2,410,769 | $3.86M | No quote | No quote |
| 115 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -2.6% | 98,536 | $3.81M | $38.65 | |
| 116 | GRBK | Green Brick Partners Inc. | 0.06% | Reduce -25.9% | 319,716 | $3.79M | $11.85 | |
| 117 | TRC | Tejon Ranch Co. | 0.06% | Reduce -22.5% | 257,799 | $3.71M | No quote | No quote |
| 118 | QCOM | QUALCOMM Inc. | 0.06% | Reduce -53.1% | 40,355 | $3.68M | $91.22 | |
| 119 | CNTY | Century Casinos, Inc. | 0.05% | Reduce -30.1% | 868,087 | $3.6M | No quote | No quote |
| 120 | XOM | Exxon Mobil Corp. | 0.05% | Reduce -3.6% | 72,398 | $3.24M | $44.73 | |
| 121 | PRCP | Perceptron, Inc. | 0.05% | Reduce -22.0% | 926,360 | $3.07M | No quote | No quote |
| 122 | GSIT | GSI Technology Inc. | 0.04% | Reduce -25.5% | 368,150 | $2.64M | No quote | No quote |
| 123 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.04% | Reduce -27.8% | 782,441 | $2.61M | No quote | No quote |
| 124 | JCAP | Jernigan Capital, Inc. | 0.04% | Add +16.0% | 172,596 | $2.36M | No quote | No quote |
| 125 | EMKR | EMCORE Corporation | 0.04% | Reduce -25.0% | 738,801 | $2.35M | No quote | No quote |
| 126 | SFE | Safeguard Scientifics Inc. | 0.04% | Reduce -24.0% | 334,212 | $2.34M | No quote | No quote |
| 127 | ALOT | AstroNova, Inc. | 0.03% | Reduce -23.9% | 282,971 | $2.25M | No quote | No quote |
| 128 | PCYO | Pure Cycle Corp. | 0.03% | Add +9.7% | 240,847 | $2.21M | No quote | No quote |
| 129 | CSWC | Capital Southwest Corp. | 0.03% | Add +4.1% | 156,153 | $2.11M | No quote | No quote |
| 130 | STRT | Strattec Security Corp. | 0.03% | Reduce -44.0% | 127,836 | $2.04M | No quote | No quote |
| 131 | ZAGG | ZAGG Inc | 0.03% | Reduce -24.4% | 587,007 | $1.84M | No quote | No quote |
| 132 | NVS | Novartis AG ADR | 0.03% | Reduce -50.5% | 20,344 | $1.78M | $87.35 | |
| 133 | IDCC | InterDigital Inc. | 0.03% | Add +3.7% | 31,236 | $1.77M | $56.63 | No quote |
| 134 | ENZ | Enzo Biochem, Inc. | 0.02% | Reduce -24.2% | 659,316 | $1.48M | No quote | No quote |
| 135 | MOV | Movado Group Inc. | 0.02% | Reduce -21.3% | 117,725 | $1.28M | No quote | No quote |
| 136 | SYNC | Synacor, Inc. | 0.02% | Reduce -33.4% | 969,883 | $1.1M | No quote | No quote |
| 137 | OESX | Orion Energy Systems, Inc. | 0.01% | Add +14.3% | 279,414 | $967K | No quote | No quote |
| 138 | RBCN | Rubicon Technology, Inc. | 0.01% | Reduce -14.2% | 57,087 | $464K | No quote | No quote |
| 139 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | Reduce -15.8% | 132,838 | $408K | No quote | No quote |
| 140 | PCTI | PCTEL, Inc. | 0.01% | Reduce -41.5% | 54,675 | $365K | No quote | No quote |
| 141 | NVO | Novo Nordisk A/S ADR | 0.00% | New | 4,502 | $295K | $65.53 | |
| 142 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.00% | - | 5,804 | $251K | $43.25 | |
| 143 | GLAE | GlassBridge Enterprises Inc. | 0.00% | New | 2,351 | $212K | No quote | No quote |
| 144 | CRWS | Crown Crafts, Inc. | 0.00% | Add +33.9% | 36,857 | $181K | No quote | No quote |
| 145 | PICO | PICO Holdings Inc | 0.00% | New | 19,581 | $165K | No quote | No quote |
| 146 | AXTI | AXT Inc. | 0.00% | Reduce -1.3% | 31,398 | $149K | $4.75 | |
| 147 | RFIL | RF Industries Ltd | 0.00% | New | 14,987 | $70K | No quote | No quote |
| 159 | VT | Vanguard Total World Stock Index Fd (ETF) | - | Sold | 0 | $0 | No quote | No quote |
| 158 | TS | Tenaris ADR | - | Sold | 0 | $0 | No quote | No quote |
| 157 | SEIC | SEI Investments Co | - | Sold | 0 | $0 | No quote | No quote |
| 156 | SLB | Schlumberger Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 155 | DGX | Quest Diagnostics Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 154 | ITW | Illinois Tool Works, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 153 | FICO | Fair Isaac Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 152 | FN | Fabrinet | - | Sold | 0 | $0 | No quote | No quote |
| 151 | COST | Costco Wholesale Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 150 | BKNG | Booking Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 149 | BX | Blackstone Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 148 | ALYA | Alithya Group Inc. | - | Sold | 0 | $0 | No quote | No quote |