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 152 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu, Inc. ADR | 5.24% | Add +4.1% | 2,848,886 | $360.64M | $126.59 | |
| 2 | PM | Philip Morris Intl, Inc. | 4.97% | Add +2.9% | 4,567,625 | $342.53M | $74.99 | |
| 3 | MSFT | Microsoft Corp. | 4.81% | Reduce -4.0% | 1,575,309 | $331.34M | $210.33 | |
| 4 | MAT | Mattel, Inc. | 2.92% | Reduce -2.7% | 17,214,626 | $201.41M | $11.70 | |
| 5 | SRCL | Stericycle Inc. | 2.71% | Add +1.4% | 2,957,272 | $186.49M | No quote | No quote |
| 6 | LAZ | Lazard Ltd. | 2.64% | Add +1.9% | 5,502,144 | $181.85M | $33.05 | |
| 7 | FAF | First American Financial Corp. | 2.61% | Add +11.6% | 3,529,260 | $179.68M | $50.91 | |
| 8 | KMT | Kennametal, Inc. | 2.50% | Add +2.1% | 5,938,680 | $171.87M | $28.94 | |
| 9 | NVST | Envista Holdings Corp | 2.47% | Add +12.1% | 6,890,489 | $170.06M | $24.68 | |
| 10 | GILD | Gilead Sciences, Inc. | 2.39% | Add +40.5% | 2,603,713 | $164.53M | $63.19 | |
| 11 | IPG | Interpublic Group of Cos., Inc. | 2.32% | Add +6.2% | 9,582,510 | $159.74M | No quote | No quote |
| 12 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 2.20% | Reduce -5.2% | 710,706 | $151.34M | No quote | No quote |
| 13 | SNA | Snap-on, Inc. | 2.15% | Add +3.1% | 1,005,418 | $147.93M | $147.13 | |
| 14 | NTRS | Northern Trust Corp. | 2.01% | Reduce -2.1% | 1,771,302 | $138.11M | $77.97 | |
| 15 | LH | Laboratory Corp. of America Holdings | 1.90% | Reduce -6.7% | 695,892 | $131.02M | $188.27 | |
| 16 | JNJ | Johnson & Johnson | 1.88% | Reduce -4.2% | 870,434 | $129.59M | $148.88 | |
| 17 | KKR | KKR & Co Inc. | 1.78% | Reduce -23.4% | 3,564,315 | $122.4M | $34.34 | |
| 18 | SJM | JM Smucker Co. | 1.70% | Reduce -6.1% | 1,010,509 | $116.73M | $115.52 | |
| 19 | PARA | ViacomCBS Inc. | 1.66% | Reduce -32.7% | 4,073,054 | $114.09M | No quote | No quote |
| 20 | BOKF | BOK Financial Corp. | 1.64% | Add +44.4% | 2,190,988 | $112.86M | $51.51 | |
| 21 | CRL | Charles River Laboratories Intl, Inc. | 1.61% | Reduce -21.5% | 490,342 | $111.04M | $226.45 | |
| 22 | MHK | Mohawk Industries, Inc. | 1.60% | Add +41.3% | 1,128,058 | $110.09M | $97.59 | |
| 23 | SPHR | Madison Square Garden Entertainment | 1.59% | Add +47.9% | 1,597,626 | $109.42M | $68.49 | |
| 24 | NLSN | Nielsen Holdings plc | 1.56% | Reduce -0.5% | 7,579,519 | $107.48M | No quote | No quote |
| 25 | MSGN | MSG Networks, Inc. | 1.39% | Add +7.5% | 9,971,664 | $95.43M | No quote | No quote |
| 26 | JLL | Jones Lang LaSalle, Inc. | 1.26% | Add +12.1% | 905,421 | $86.61M | $95.66 | |
| 27 | CBRE | CBRE Group, Inc. | 1.25% | Reduce -7.2% | 1,825,402 | $85.74M | $46.97 | |
| 28 | KEYS | Keysight Technologies, Inc. | 1.23% | Reduce -5.2% | 857,181 | $84.67M | $98.78 | |
| 29 | VZ | Verizon Communications Inc. | 1.21% | Reduce -8.3% | 1,399,763 | $83.27M | $59.49 | |
| 30 | TGNA | TEGNA, Inc. | 1.20% | Add +6.7% | 7,007,889 | $82.34M | No quote | No quote |
| 31 | MTN | Vail Resorts Inc | 1.19% | Add +2.3% | 383,252 | $82M | $213.97 | |
| 32 | ATGE | Adtalem Global Education, Inc. | 1.09% | Add +8.6% | 3,066,741 | $75.26M | No quote | No quote |
| 33 | BWA | BorgWarner, Inc. | 1.05% | Reduce -10.7% | 1,861,761 | $72.13M | $38.74 | |
| 34 | PGR | Progressive Corp. | 1.02% | Reduce -11.9% | 741,155 | $70.17M | $94.67 | |
| 35 | KN | Knowles Corporation | 0.99% | Reduce -2.4% | 4,560,318 | $67.95M | $14.90 | |
| 36 | LFUS | Littelfuse, Inc. | 0.98% | Reduce -5.3% | 380,484 | $67.48M | $177.34 | |
| 37 | SWK | Stanley Black & Decker, Inc. | 0.96% | Reduce -27.1% | 408,949 | $66.33M | $162.20 | |
| 38 | ZBH | Zimmer Biomet Holdings, Inc. | 0.94% | Reduce -0.9% | 475,582 | $64.75M | $136.14 | |
| 39 | DOX | Amdocs Ltd. | 0.94% | Add +12.4% | 1,127,730 | $64.74M | $57.41 | |
| 40 | ZBRA | Zebra Technologies Corp. | 0.86% | Reduce -26.8% | 234,172 | $59.12M | $252.46 | |
| 41 | GS | Goldman Sachs Group, Inc. | 0.85% | Add +60.4% | 290,545 | $58.39M | $200.97 | |
| 42 | MAS | Masco Corporation | 0.84% | Reduce -11.6% | 1,045,719 | $57.65M | $55.13 | |
| 43 | NOK | Nokia Corp. ADR | 0.82% | Reduce -7.6% | 14,526,888 | $56.8M | $3.91 | |
| 44 | AFL | Aflac, Inc. | 0.82% | Add +11.0% | 1,559,172 | $56.68M | $36.35 | |
| 45 | SSD | Simpson Manufacturing Co., Inc. | 0.82% | Reduce -18.8% | 580,001 | $56.35M | $97.16 | |
| 46 | BCO | Brink's Co. | 0.78% | Add +82.7% | 1,306,519 | $53.69M | $41.09 | |
| 47 | AMG | Affiliated Managers Group, Inc. | 0.74% | Add +0.0% | 749,421 | $51.25M | $68.38 | |
| 48 | MDP | Meredith Corp. | 0.71% | Add +12.1% | 3,726,201 | $48.89M | No quote | No quote |
| 49 | CLB | Core Laboratories N.V. | 0.70% | Add +52.6% | 3,180,513 | $48.54M | $15.26 | |
| 50 | SCHW | Schwab Charles Corp | 0.66% | Add +26.5% | 1,253,261 | $45.41M | $36.23 | |
| 51 | GNRC | Generac Holdings Inc. | 0.65% | Reduce -24.9% | 232,082 | $44.94M | $193.64 | |
| 52 | JHG | Janus Henderson Group plc | 0.65% | Add +0.0% | 2,050,329 | $44.53M | $21.72 | |
| 53 | OSW | OneSpaWorld Holdings Limited | 0.58% | Add +48.9% | 6,105,347 | $39.69M | $6.50 | |
| 54 | NTAP | NetApp Inc. | 0.51% | Add +61.1% | 805,353 | $35.31M | $43.84 | |
| 55 | VEA | Vanguard FTSE Developed ETF | 0.48% | Add +3.4% | 812,881 | $33.25M | $40.90 | |
| 56 | BIO | Bio-Rad Laboratories, Inc. | 0.48% | Reduce -11.4% | 64,393 | $33.19M | $515.46 | |
| 57 | CAH | Cardinal Health, Inc. | 0.48% | Add +3.8% | 704,181 | $33.06M | $46.95 | |
| 58 | GSK | GlaxoSmithKline plc ADR | 0.47% | Reduce -15.4% | 865,441 | $32.58M | $37.64 | |
| 59 | HLI | Houlihan Lokey, Inc. | 0.45% | Reduce -2.4% | 522,157 | $30.83M | $59.05 | |
| 60 | CHKP | Check Point Software Technologies Ltd. | 0.45% | Add +3.1% | 255,532 | $30.75M | $120.34 | |
| 61 | RCL | Royal Caribbean Cruises Ltd. | 0.44% | Add +0.0% | 468,469 | $30.32M | $64.73 | |
| 62 | KMX | CarMax Inc. | 0.44% | Reduce -19.7% | 327,299 | $30.08M | $91.91 | |
| 63 | WTW | Willis Towers Watson plc | 0.42% | Reduce -12.8% | 139,890 | $29.21M | $208.82 | |
| 64 | FL | Foot Locker, Inc. | 0.42% | Reduce -16.2% | 883,071 | $29.17M | No quote | No quote |
| 65 | WBA | Walgreens Boots Alliance Inc. | 0.42% | Add +15.9% | 799,074 | $28.7M | No quote | No quote |
| 66 | SLCA | U.S. Silica Holdings, Inc. | 0.38% | - | 8,774,459 | $26.32M | No quote | No quote |
| 67 | MEI | Methode Electronics Inc. | 0.38% | Add +0.1% | 922,605 | $26.29M | No quote | No quote |
| 68 | TPR | Tapestry, Inc. | 0.37% | Reduce -4.1% | 1,634,164 | $25.54M | $15.63 | |
| 69 | EQC | Equity Commonwealth | 0.34% | Add +102.0% | 871,213 | $23.2M | No quote | No quote |
| 70 | FLIR | FLIR Systems Inc | 0.33% | New | 632,002 | $22.66M | No quote | No quote |
| 71 | MSGS | Madison Square Garden Sports Corp. | 0.33% | Reduce -0.0% | 150,089 | $22.59M | $150.48 | |
| 72 | OMC | Omnicom Group, Inc. | 0.32% | Reduce -9.1% | 446,697 | $22.11M | $49.50 | |
| 73 | KFY | Korn/Ferry International | 0.32% | Add +2.5% | 752,772 | $21.83M | $29.00 | |
| 74 | BAP | Credicorp Ltd | 0.32% | Add +109.0% | 175,358 | $21.74M | $123.99 | |
| 75 | BMY | Bristol-Myers Squibb Co. | 0.28% | Reduce -9.1% | 323,956 | $19.53M | $60.29 | |
| 76 | CHL | China Mobile Ltd. ADR | 0.25% | Reduce -25.0% | 532,320 | $17.12M | No quote | No quote |
| 77 | BRC | Brady Corp. | 0.24% | Add +4.5% | 420,513 | $16.83M | $40.02 | |
| 78 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.24% | - | 971,672 | $16.63M | $17.11 | |
| 79 | TAP | Molson Coors Beverage Co | 0.23% | Reduce -2.5% | 467,324 | $15.68M | $33.56 | |
| 80 | NOV | National Oilwell Varco | 0.21% | Reduce -14.8% | 1,574,412 | $14.26M | $9.06 | |
| 81 | VOD | Vodafone Group PLC ADR | 0.19% | Reduce -8.0% | 975,553 | $13.09M | No quote | No quote |
| 82 | MIDD | Middleby Corporation, The | 0.18% | Add +1.2% | 141,124 | $12.66M | $89.71 | |
| 83 | EVR | Evercore Inc | 0.18% | - | 191,818 | $12.56M | $65.46 | No quote |
| 84 | BSAC | Banco Santander-Chile ADR | 0.17% | Add +18.2% | 848,756 | $11.76M | No quote | No quote |
| 85 | MTSC | MTS Systems Corp. | 0.15% | - | 547,752 | $10.47M | No quote | No quote |
| 86 | TISI | Team, Inc. | 0.15% | Add +21.1% | 1,865,220 | $10.26M | No quote | No quote |
| 87 | USB | U.S. Bancorp | 0.15% | Reduce -4.1% | 283,344 | $10.16M | $35.85 | |
| 88 | ORCL | Oracle Corp. | 0.14% | Add +1.6% | 162,716 | $9.71M | $59.70 | |
| 89 | WU | Western Union Co. | 0.13% | Add +3.4% | 410,024 | $8.79M | $21.43 | |
| 90 | COWN | Cowen Inc. | 0.13% | Reduce -0.2% | 532,433 | $8.66M | No quote | No quote |
| 91 | HMN | Horace Mann Educators Corp. | 0.13% | - | 257,965 | $8.62M | No quote | No quote |
| 92 | IWN | iShares Russell 2000V ETF | 0.12% | Add +66.8% | 84,510 | $8.39M | $99.33 | |
| 93 | CCL | Carnival Corp | 0.12% | Reduce -4.0% | 537,970 | $8.17M | $15.18 | |
| 94 | KIN | Kindred Biosciences, Inc. | 0.10% | Add +9.9% | 1,685,506 | $7.23M | No quote | No quote |
| 95 | MOS | Mosaic Co. | 0.10% | Reduce -1.5% | 392,008 | $7.16M | $18.27 | |
| 96 | ICE | IntercontinentalExchange, Inc. | 0.10% | Reduce -4.1% | 66,919 | $6.7M | $100.05 | |
| 97 | LMT | Lockheed Martin Corp. | 0.10% | Reduce -1.7% | 17,453 | $6.69M | $383.26 | |
| 98 | ORBC | ORBCOMM, Inc. | 0.09% | Add +5.1% | 1,893,438 | $6.44M | No quote | No quote |
| 99 | JWN | Nordstrom, Inc. | 0.09% | Reduce -0.3% | 520,646 | $6.21M | No quote | No quote |
| 100 | MATW | Matthews Intl Corp. | 0.08% | - | 255,756 | $5.72M | $22.36 | No quote |
| 101 | ACTG | Acacia Research Corp. | 0.08% | Reduce -8.8% | 1,592,800 | $5.53M | No quote | No quote |
| 102 | MIND | MIND Technology Inc | 0.07% | New | 2,411,101 | $5.02M | No quote | No quote |
| 103 | HNGR | Hanger, Inc. | 0.07% | Add +3.9% | 304,314 | $4.81M | No quote | No quote |
| 104 | CNTY | Century Casinos, Inc. | 0.07% | Reduce -5.8% | 818,059 | $4.48M | No quote | No quote |
| 105 | TURN | 180 Degree Capital Corp. | 0.06% | Add +1.0% | 2,297,163 | $4.34M | No quote | No quote |
| 106 | RNWK | RealNetworks, Inc. | 0.06% | Add +1.7% | 3,531,665 | $4.31M | No quote | No quote |
| 107 | GAIA | Gaia, Inc. | 0.06% | Reduce -12.9% | 435,421 | $4.28M | No quote | No quote |
| 108 | BTN | Ballantyne Strong, Inc. | 0.06% | Add +0.2% | 2,654,305 | $4.14M | No quote | No quote |
| 109 | BK | Bank of New York Mellon Corp. | 0.06% | Add +20.3% | 118,575 | $4.07M | $34.34 | |
| 110 | PCYO | Pure Cycle Corp. | 0.06% | Add +85.4% | 446,622 | $4.02M | No quote | No quote |
| 111 | TRC | Tejon Ranch Co. | 0.06% | Add +6.7% | 274,999 | $3.89M | No quote | No quote |
| 112 | LAKE | Lakeland Industries, Inc. | 0.05% | Reduce -12.2% | 166,310 | $3.29M | No quote | No quote |
| 113 | CSCO | Cisco Systems, Inc. | 0.05% | Reduce -4.1% | 80,277 | $3.16M | $39.39 | |
| 114 | APA | Apache Corp. | 0.05% | Add +16.1% | 331,994 | $3.14M | $9.47 | |
| 115 | STRT | Strattec Security Corp. | 0.04% | Add +3.6% | 132,487 | $2.64M | No quote | No quote |
| 116 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.04% | - | 782,441 | $2.51M | No quote | No quote |
| 117 | ALOT | AstroNova, Inc. | 0.04% | Add +6.9% | 302,571 | $2.43M | No quote | No quote |
| 118 | EMKR | EMCORE Corporation | 0.04% | Add +1.0% | 746,201 | $2.43M | No quote | No quote |
| 119 | GSIT | GSI Technology Inc. | 0.03% | Add +9.1% | 401,562 | $2.27M | No quote | No quote |
| 120 | ZAGG | ZAGG Inc | 0.03% | Add +35.5% | 795,490 | $2.23M | No quote | No quote |
| 121 | CSWC | Capital Southwest Corp. | 0.03% | - | 156,153 | $2.19M | No quote | No quote |
| 122 | OESX | Orion Energy Systems, Inc. | 0.03% | Reduce -0.1% | 279,057 | $2.11M | No quote | No quote |
| 123 | PSTH | Pershing Square Tontine Holdings Ltd | 0.03% | New | 86,219 | $1.96M | No quote | No quote |
| 124 | SFE | Safeguard Scientifics Inc. | 0.03% | Add +1.0% | 337,612 | $1.85M | No quote | No quote |
| 125 | SYNC | Synacor, Inc. | 0.03% | Add +23.6% | 1,198,432 | $1.81M | No quote | No quote |
| 126 | NVS | Novartis AG ADR | 0.03% | Add +0.3% | 20,414 | $1.78M | $86.95 | |
| 127 | ENZ | Enzo Biochem, Inc. | 0.03% | Add +26.1% | 831,092 | $1.75M | No quote | No quote |
| 128 | IDCC | InterDigital Inc. | 0.02% | Reduce -4.3% | 29,883 | $1.71M | $57.06 | No quote |
| 129 | MOV | Movado Group Inc. | 0.02% | Add +1.0% | 118,950 | $1.18M | No quote | No quote |
| 130 | PRCP | Perceptron, Inc. | 0.01% | Reduce -83.7% | 151,142 | $1.03M | No quote | No quote |
| 131 | CRAI | CRA International Inc | 0.01% | New | 26,816 | $1.01M | $37.48 | No quote |
| 132 | GRBK | Green Brick Partners Inc. | 0.01% | Reduce -81.2% | 60,071 | $967K | $16.10 | |
| 133 | RBCN | Rubicon Technology, Inc. | 0.01% | - | 57,087 | $485K | No quote | No quote |
| 134 | GIFI | Gulf Island Fabrication, Inc. | 0.01% | - | 132,838 | $416K | No quote | No quote |
| 135 | PCTI | PCTEL, Inc. | 0.00% | Add +6.6% | 58,275 | $330K | No quote | No quote |
| 136 | NVO | Novo Nordisk A/S ADR | 0.00% | Add +1.1% | 4,552 | $316K | $69.42 | |
| 137 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.00% | - | 5,804 | $267K | $46.00 | |
| 138 | PICO | PICO Holdings Inc | 0.00% | Add +33.3% | 26,102 | $234K | No quote | No quote |
| 139 | CRWS | Crown Crafts, Inc. | 0.00% | Add +2.5% | 37,777 | $213K | No quote | No quote |
| 140 | AXTI | AXT Inc. | 0.00% | - | 31,398 | $192K | $6.12 | |
| 141 | OSS | One Stop Systems Inc | 0.00% | New | 71,260 | $150K | No quote | No quote |
| 142 | RFIL | RF Industries Ltd | 0.00% | Add +80.7% | 27,087 | $120K | No quote | No quote |
| 152 | RST | Rosetta Stone Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 151 | QCOM | QUALCOMM Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 150 | MIND | Mitcham Industries, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 149 | JCAP | Jernigan Capital, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 148 | IBKR | Interactive Brokers Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 147 | GLAE | GlassBridge Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 146 | XOM | Exxon Mobil Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 145 | EOG | EOG Resources Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 144 | DFS | Discover Financial Services | - | Sold | 0 | $0 | No quote | No quote |
| 143 | ACIA | Acacia Communications, Inc. | - | Sold | 0 | $0 | No quote | No quote |