Skip to main content
Focused investors/Ariel Investments

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.

Get email alerts when Ariel Investments files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 83 of 148 rows. Rows without a quote are marked unavailable.

1BIDUBAIDU INC-SP ADR7.14%Add +2.9%2,930,586$633.71M$216.2452w: $82.00 - $225.35; reported $216.24
2PMPHILIP MORRIS INTL INC4.11%Reduce -3.5%4,408,951$365.02M$82.7952w: $56.01 - $90.17; reported $82.79
3MSFTMICROSOFT CORP3.57%Reduce -9.7%1,423,200$316.55M$222.4252w: $132.52 - $232.86; reported $222.42
4MATMATTEL INC3.13%Reduce -7.5%15,926,754$277.92M$17.4552w: $6.53 - $18.39; reported $17.45
5NVSTENVISTA HOLDINGS CORP2.69%Add +2.7%7,078,143$238.75M$33.7352w: $10.08 - $33.88; reported $33.73
6LAZLAZARD LTD CL A2.64%Add +0.7%5,541,371$234.4M$42.3052w: $20.94 - $44.95; reported $42.30
7IPGINTERPUBLIC GROUP COS2.58%Add +1.7%9,742,138$229.14MNo quoteNo quote
8NLSNNIELSEN HLDGS PLC2.57%Add +44.2%10,927,743$228.06MNo quoteNo quote
9FAFFIRST AMERN FINL CORP2.54%Add +23.8%4,368,561$225.55M$51.6352w: $29.36 - $66.78; reported $51.63
10KMTKENNAMETAL INC2.50%Add +2.9%6,113,401$221.55M$36.2452w: $14.45 - $39.23; reported $36.24
11SPHRMADISON SQUARE GRDN ENTERTNM2.49%Add +31.9%2,107,380$221.36M$105.0452w: $27.10 - $49.25; reported $105.04
12SRCLSTERICYCLE INC2.42%Add +4.8%3,100,084$214.93MNo quoteNo quote
13SNASNAP-ON INC2.08%Add +7.2%1,078,202$184.52M$171.1452w: $90.72 - $183.23; reported $171.14
14GILDGILEAD SCIENCES INC1.96%Add +14.4%2,978,954$173.55M$58.2652w: $56.56 - $85.97; reported $58.26
15MHKMOHAWK INDS1.94%Add +8.2%1,220,516$172.03M$140.9552w: $56.62 - $144.37; reported $140.95
16BOKFBOK FINL CORP1.90%Add +12.4%2,462,077$168.6M$68.4852w: $34.57 - $87.97; reported $68.48
17NTRSNORTHERN TR CORP1.80%Reduce -2.9%1,719,296$160.14M$93.1452w: $60.67 - $109.88; reported $93.14
18BRK/BBERKSHIRE HATHAWAY CL BCUSIP 0846707021.71%Reduce -8.1%653,169$151.45MNo quoteNo quote
19JLLJONES LANG LASALLE INC1.70%Add +12.4%1,017,386$150.95M$148.3752w: $78.29 - $178.55; reported $148.37
20MSGNMSG NETWORKS INC CL A1.68%Add +1.6%10,133,713$149.37MNo quoteNo quote
21JNJJOHNSON & JOHNSON CO1.61%Add +4.3%907,443$142.81M$157.3852w: $109.16 - $157.66; reported $157.38
22LHLABORATORY CORP AMER HLDGS1.59%Reduce -0.7%691,256$140.71M$203.5552w: $84.21 - $187.95; reported $203.55
23KKRKKR & CO INC1.56%Reduce -4.3%3,411,548$138.13M$40.4952w: $15.55 - $40.71; reported $40.49
24PARAVIACOMCBS INC CL B1.55%Reduce -9.4%3,690,127$137.49MNo quoteNo quote
25CLBCORE LABORATORIES N V1.35%Add +42.1%4,521,001$119.85M$26.5152w: $6.68 - $41.61; reported $26.51
26BCOBRINKS CO1.35%Add +27.3%1,663,475$119.77M$72.0052w: $33.17 - $97.12; reported $72.00
27SJMSMUCKER JM CO1.25%Reduce -4.7%963,094$111.33M$115.6052w: $91.88 - $125.62; reported $115.60
28KEYSKEYSIGHT TECHNOLOGIES INC1.23%Reduce -3.5%827,634$109.32M$132.0952w: $77.93 - $132.62; reported $132.09
29TGNATEGNA INC1.19%Add +7.8%7,555,142$105.39MNo quoteNo quote
30CRLCHARLES RIVER LABS INTL INC1.16%Reduce -15.8%412,866$103.16M$249.8652w: $95.58 - $257.88; reported $249.86
31CBRECBRE GROUP INC CL A1.16%Reduce -10.2%1,640,207$102.87M$62.7252w: $29.17 - $67.70; reported $62.72
32MTNVAIL RESORTS1.10%Reduce -8.3%351,518$98.06M$278.9652w: $125.00 - $300.00; reported $278.96
33LFUSLITTELFUSE INC1.04%Reduce -4.5%363,328$92.53M$254.6652w: $103.63 - $256.49; reported $254.66
34FLIRFLIR SYS INC1.04%Add +232.3%2,100,295$92.06MNo quoteNo quote
35ATGEADTALEM GLOBAL ED INC0.97%Reduce -17.1%2,542,875$86.33MNo quoteNo quote
36KNKNOWLES CORP0.97%Add +1.9%4,648,684$85.68M$18.4352w: $11.10 - $22.20; reported $18.43
37MDPMEREDITH CORP0.96%Add +19.5%4,453,221$85.5MNo quoteNo quote
38OSWONESPAWORLD HOLDINGS LIMITED0.93%Add +34.0%8,177,824$82.92M$10.1452w: $2.45 - $17.06; reported $10.14
39AMGAFFILIATED MANAGERS GROUP INC0.91%Add +5.6%791,454$80.49M$101.7052w: $44.37 - $103.34; reported $101.70
40GSGOLDMAN SACHS GROUP INC0.86%Reduce -0.3%289,635$76.38M$263.7152w: $130.85 - $263.93; reported $263.71
41DOXAMDOCS LTD0.83%Reduce -8.0%1,037,873$73.62M$70.9352w: $44.05 - $77.29; reported $70.93
42JHGJANUS HENDERSON GROUP PLC0.82%Add +8.7%2,227,867$72.43M$32.5152w: $11.81 - $34.47; reported $32.51
43VZVERIZON COMMUNICTIONS INC0.76%Reduce -18.1%1,146,984$67.39M$58.7552w: $48.84 - $61.95; reported $58.75
44BWABORGWARNER INC0.76%Reduce -6.4%1,741,960$67.31M$38.6452w: $14.96 - $38.78; reported $38.64
45ZBHZIMMER BIOMET HOLDINGS INC0.75%Reduce -9.4%430,618$66.35M$154.0952w: $72.20 - $160.34; reported $154.09
46ZBRAZEBRA TECHNOLOGIES CORP CL A0.74%Reduce -27.1%170,654$65.59M$384.3352w: $150.06 - $388.92; reported $384.33
47AFLAFLAC INC0.73%Reduce -6.0%1,465,539$65.17M$44.4752w: $23.07 - $53.46; reported $44.47
48SLCAUS SILICA HLDGS INC0.71%Add +2.1%8,960,928$62.91MNo quoteNo quote
49VEAVANGUARD FTSE DEV MKTS ETF0.70%Add +62.7%1,322,252$62.42M$47.2152w: $28.46 - $47.82; reported $47.21
50PGRPROGRESSIVE CORP0.69%Reduce -15.9%623,354$61.64M$98.8852w: $62.18 - $102.05; reported $98.88
51SCHWSCHWAB CHARLES CORP0.69%Reduce -8.1%1,151,827$61.09M$53.0452w: $28.00 - $53.33; reported $53.04
52MASMASCO CORP0.67%Add +3.2%1,079,607$59.3M$54.9352w: $27.04 - $60.16; reported $54.93
53SSDSIMPSON MANUFACTURING CORP0.66%Add +7.7%624,907$58.4M$93.4552w: $47.02 - $104.34; reported $93.45
54SWKSTANLEY BLACK & DECKER INC0.64%Reduce -22.0%318,910$56.95M$178.5652w: $70.00 - $195.00; reported $178.56
55NTAPNETAPP INC0.56%Reduce -7.0%748,792$49.6M$66.2452w: $34.66 - $67.63; reported $66.24
56WBAWALGREENS BOOTS ALLIANCE INC0.53%Add +48.9%1,190,065$47.46MNo quoteNo quote
57TPRTAPESTRY INC0.51%Reduce -10.2%1,468,077$45.63M$31.0852w: $10.18 - $31.65; reported $31.08
58CAHCARDINAL HEALTH INC0.50%Add +17.5%827,647$44.33M$53.5652w: $39.05 - $60.69; reported $53.56
59CHKPCHECK POINT SOFTWARE TECH LTD0.50%Add +29.9%331,912$44.12M$132.9152w: $80.06 - $139.26; reported $132.91
60BAPCREDICORP LTD0.47%Add +44.4%253,152$41.52M$164.0252w: $110.47 - $220.25; reported $164.02
61MEIMETHODE ELECTRS INC0.44%Add +11.2%1,025,932$39.27MNo quoteNo quote
62KMXCARMAX INC0.43%Add +23.2%403,267$38.09M$94.4652w: $37.59 - $109.31; reported $94.46
63EQCEQUITY COMWLTH0.42%Add +55.1%1,351,000$36.86MNo quoteNo quote
64KFYKORN FERRY0.41%Add +11.8%841,966$36.63M$43.5052w: $21.45 - $45.86; reported $43.50
65RCLROYAL CARIBBEAN GROUP0.41%Add +3.6%485,469$36.26M$74.6952w: $19.25 - $135.32; reported $74.69
66MSGSMADISON SQUARE GRDN SPRT CORP0.37%Add +20.0%180,145$33.17M$184.1052w: $130.15 - $225.67; reported $184.10
67NOKNOKIA CORP ADR0.36%Reduce -43.5%8,206,588$32.09M$3.9152w: $2.34 - $5.14; reported $3.91
68BRCBRADY CORP CL A0.34%Add +36.8%575,094$30.38M$52.8252w: $33.00 - $58.22; reported $52.82
69NCLHNORWEGIAN CRUISE LINE HLDGS0.32%Add +16.4%1,130,782$28.76M$25.4352w: $7.03 - $59.78; reported $25.43
70BIOBIO-RAD LABS CL A0.32%Reduce -23.4%49,311$28.75M$582.9352w: $309.38 - $648.39; reported $582.93
71EVREVERCORE INC0.32%Add +35.6%260,183$28.53M$109.64No quote
72HLIHOULIHAN LOKEY INC CL A0.30%Reduce -23.7%398,231$26.77M$67.2352w: $42.86 - $71.00; reported $67.23
73IWNISHARES RUSSELL 2000 VALUE ETF0.30%Add +138.1%201,217$26.51M$131.7552w: $69.27 - $133.71; reported $131.75
74OMCOMNICOM GROUP INC0.29%Reduce -7.9%411,388$25.66M$62.3752w: $44.50 - $81.17; reported $62.37
75TISITEAM INC0.26%Add +13.9%2,124,478$23.16MNo quoteNo quote
76WTWWILLIS TOWERS WATSON PLC0.25%Reduce -25.5%104,184$21.95M$210.6852w: $143.34 - $220.97; reported $210.68
77MIDDMIDDLEBY CORP0.24%Add +17.8%166,234$21.43M$128.9252w: $41.73 - $149.39; reported $128.92
78GSKGLAXOSMITHKLINE PLC ADR0.24%Reduce -33.1%578,882$21.3M$36.8052w: $31.43 - $48.25; reported $36.80
79NOVNATL OILWELL VARCO INC0.23%New1,476,193$20.27M$13.7352w: $7.70 - $25.81; reported $13.73
80TAPMOLSON COOR BEVERAGE CL B0.22%Reduce -8.3%428,588$19.37M$45.1952w: $32.11 - $61.94; reported $45.19
81MTSCMTS SYSTEMS CORP0.20%Reduce -45.1%300,551$17.48MNo quoteNo quote
82FLFOOT LOCKER INC0.18%Reduce -55.2%395,302$15.99MNo quoteNo quote
83BSACBANCO SANTANER ADR0.18%Reduce -0.8%841,567$15.98MNo quoteNo quote
84BMYBRISTOL-MYERS SQUIBB CO0.18%Reduce -21.4%254,798$15.81M$62.0352w: $45.76 - $68.34; reported $62.03
85VODVODAFONE GROUP PLC -ADR0.15%Reduce -15.3%826,746$13.63MNo quoteNo quote
86HMNHORACE MANN EDUCATORS CORP0.15%Add +19.5%308,202$12.96MNo quoteNo quote
87USBUS BANCORP0.13%Reduce -9.8%255,575$11.91M$46.5952w: $28.36 - $59.48; reported $46.59
88ORCLORACLE CORP0.12%-162,716$10.53M$64.6952w: $39.71 - $66.20; reported $64.69
89ORBCORBCOMM INC0.11%Reduce -30.5%1,316,295$9.77MNo quoteNo quote
90COWNCOWEN INC CL A0.11%Reduce -32.1%361,648$9.4MNo quoteNo quote
91JWNNORDSTROM INC0.11%Reduce -42.6%298,852$9.33MNo quoteNo quote
92MOSMOSAIC CO0.10%-392,008$9.02M$23.0152w: $6.50 - $23.70; reported $23.01
93WUWESTERN UNION CO0.10%-410,024$9M$21.9452w: $17.39 - $28.45; reported $21.94
94KINKINDRED BIOSCIENCES INC0.09%Add +14.4%1,928,976$8.31MNo quoteNo quote
95MATWMATTHEWS INT CORP CL A0.09%Add +9.7%280,475$8.25M$29.40No quote
96ICEINTERCONTINENTAL EXCHANGE INC0.08%Reduce -10.4%59,962$6.91M$115.2952w: $63.51 - $115.40; reported $115.29
97HNGRHANGER INC0.08%-304,314$6.69MNo quoteNo quote
98PCYOPURE CYCLE CORP0.07%Add +23.7%552,591$6.21MNo quoteNo quote
99BKBANK NEW YORK MELLON0.07%Add +23.2%146,128$6.2M$42.4452w: $26.40 - $51.60; reported $42.44
100LMTLOCKHEED MARTIN0.07%-17,453$6.2M$354.9552w: $266.11 - $442.53; reported $354.95
101MINDMIND TECHNOLOGY0.07%Add +9.1%2,631,312$5.89MNo quoteNo quote
102CNTYCENTURY CASINOS INC0.06%Add +3.9%849,759$5.43MNo quoteNo quote
103GAIAGAIA INC0.06%Add +24.3%541,097$5.35MNo quoteNo quote
104APAAPACHE CORP0.06%Add +12.4%373,013$5.29M$14.1952w: $3.80 - $33.77; reported $14.19
105RNWKREALNETWORKS INC0.06%Reduce -4.3%3,378,127$5.27MNo quoteNo quote
106BTNBALLANTYNE STRONG INC0.06%Reduce -2.7%2,583,100$5.2MNo quoteNo quote
107TURN180 DEGREE CAP CORP0.06%New2,317,898$5.15MNo quoteNo quote
108TRCTEJON RANCH CO0.05%Add +0.9%277,400$4.01MNo quoteNo quote
109EMKREMCORE CORP0.04%Reduce -7.2%692,171$3.77MNo quoteNo quote
110ALOTASTRONOVA INC0.04%Add +6.2%321,363$3.42MNo quoteNo quote
111GSITGSI TECHNOLOGY0.04%Add +12.7%452,720$3.35MNo quoteNo quote
112CSCOCISCO SYSTEMS0.04%Reduce -10.4%71,918$3.22M$44.7552w: $32.40 - $50.28; reported $44.75
113ACWXISHARES MSCI ACWI EX US ETF0.03%Add +906.2%58,401$3.1M$53.0552w: $32.40 - $53.58; reported $53.05
114MOVMOVADO GROUP0.03%Add +40.8%167,531$2.78MNo quoteNo quote
115LAKELAKELAND INDS INC0.03%Reduce -44.0%93,208$2.54MNo quoteNo quote
116CPIXCUMBERLAND PHARMACEUTICALS INC0.03%Add +4.9%821,096$2.42MNo quoteNo quote
117SFESAFEGUARD SCIENTIFICS INC0.03%Add +6.5%359,626$2.29MNo quoteNo quote
118CRAICRA INTL INC0.02%Add +61.8%43,391$2.21M$50.93No quote
119ENZENZO BIOCHEM INC0.02%Add +4.8%871,112$2.2MNo quoteNo quote
120NVSNOVARTIS AG ADR0.02%Add +0.1%20,427$1.93M$94.4352w: $69.18 - $99.84; reported $94.43
121ALCOALICO INC0.02%New60,932$1.89MNo quoteNo quote
122CSWCCAPITAL SOUTHWEST CORP0.02%Reduce -38.1%96,598$1.72MNo quoteNo quote
123PSTHPERSHING SQUARE TONTLINE HLDG CL A0.02%Reduce -31.7%58,919$1.63MNo quoteNo quote
124SYNCSYNACOR INC0.02%Reduce -0.7%1,190,207$1.62MNo quoteNo quote
125AZNASTRAZENECA PLC SP ADR0.01%New26,405$1.32M$49.9952w: $72.30 - $129.88; reported $49.99
126OESXORION ENERGY SYSTEMS INC0.01%Reduce -54.9%125,849$1.24MNo quoteNo quote
127ZAGGZAGG INC0.01%Reduce -68.6%249,443$1.04MNo quoteNo quote
128GRBKGREEN BRICK PARTNERS INC0.01%Reduce -43.1%34,155$784K$22.9552w: $5.66 - $25.05; reported $22.95
129RBCNRUBICON TECHNOLOGY INC0.01%Add +1.4%57,886$524KNo quoteNo quote
130ACTGACACIA RESEARCH0.01%Reduce -92.3%122,189$481KNo quoteNo quote
131STRTSTRATTEC SEC CORP0.00%Reduce -93.6%8,500$420KNo quoteNo quote
132GIFIGULF ISLAND FABRICATION INC0.00%-132,838$406KNo quoteNo quote
133PCTIPCTEL INC0.00%-58,275$383KNo quoteNo quote
134OSSONE STOP SYS INC0.00%Add +23.5%88,012$352KNo quoteNo quote
135NVONOVO-NORDISK A S ADR0.00%-4,552$318K$69.8652w: $24.62 - $36.96; reported $69.86
136CRWSCROWN CRAFTS INC0.00%Add +16.6%44,048$317KNo quoteNo quote
137PICOPICO HLDGS INC0.00%Add +24.3%32,431$303KNo quoteNo quote
138RFILRF INDS LTD0.00%Add +89.3%51,274$252KNo quoteNo quote
139IWSISHARES RUSSELL MID CAP VALUE ETF0.00%New2,381$231K$97.0252w: $53.42 - $97.07; reported $97.02
140GLAEGLASSBRIDGE ENTERPRISES INC0.00%New2,204$110KNo quoteNo quote
148PRCPPerceptron, Inc.-Sold0$0No quoteNo quote
147NOVNational Oilwell Varco-Sold0$0No quoteNo quote
146IDCCInterDigital Inc.-Sold0$0No quoteNo quote
145GNRCGenerac Holdings Inc.-Sold0$0No quoteNo quote
144CHLChina Mobile Ltd. ADR-Sold0$0No quoteNo quote
143CCLCarnival Corp-Sold0$0No quoteNo quote
142AXTIAXT Inc.-Sold0$0No quoteNo quote
141TURN180 Degree Capital Corp.-Sold0$0No quoteNo quote