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 83 of 139 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu Inc | 4.44% | Reduce -5.2% | 2,315,729 | $472.18M | $203.90 | |
| 2 | PM | Philip Morris International Inc | 3.73% | Reduce -6.1% | 3,998,382 | $396.28M | $99.11 | |
| 3 | LAZ | Lazard Ltd | 3.26% | Add +10.2% | 7,657,001 | $346.48M | $45.25 | |
| 4 | FAF | First American Financial Corp | 3.17% | Add +0.7% | 5,410,464 | $337.34M | $62.35 | |
| 5 | MSFT | Microsoft Corp | 3.04% | Reduce -11.8% | 1,194,040 | $323.47M | $270.90 | |
| 6 | IPG | Interpublic Group of Cos Inc | 2.98% | Reduce -1.9% | 9,768,806 | $317.39M | No quote | No quote |
| 7 | MAT | Mattel Inc | 2.95% | Add +2.0% | 15,620,180 | $313.97M | $20.10 | |
| 8 | NLSN | Nielsen Holdings PLC | 2.81% | Add +7.9% | 12,122,282 | $299.06M | No quote | No quote |
| 9 | NVST | Envista Holdings Corp | 2.60% | Reduce -4.6% | 6,399,263 | $276.51M | $43.21 | |
| 10 | KMT | Kennametal Inc | 2.58% | Add +7.9% | 7,626,549 | $273.95M | $35.92 | |
| 11 | SRCL | Stericycle Inc | 2.55% | Add +2.7% | 3,783,869 | $270.74M | No quote | No quote |
| 12 | BOKF | BOK Financial Corp | 2.54% | Add +4.2% | 3,115,772 | $269.83M | $86.60 | |
| 13 | SPHR | Madison Square Garden Entertainment Corp | 2.53% | Add +24.3% | 3,204,928 | $269.12M | $83.97 | |
| 14 | MHK | Mohawk Industries Inc | 2.27% | Add +0.1% | 1,257,568 | $241.69M | $192.19 | |
| 15 | SNA | Snap-on Inc | 2.11% | Reduce -3.0% | 1,004,498 | $224.44M | $223.43 | |
| 16 | NTRS | Northern Trust Corp | 2.02% | Add +5.0% | 1,858,769 | $214.91M | $115.62 | |
| 17 | KKR | KKR & Co Inc | 1.95% | Add +0.1% | 3,494,828 | $207.03M | $59.24 | |
| 18 | JLL | Jones Lang LaSalle Inc | 1.94% | Add +1.5% | 1,055,237 | $206.26M | $195.46 | |
| 19 | LH | Laboratory Corp of America Holdings | 1.79% | Reduce -2.4% | 689,859 | $190.3M | $275.85 | |
| 20 | SJM | Smucker JM Co | 1.64% | Add +1.5% | 1,350,089 | $174.93M | $129.57 | |
| 21 | GILD | Gilead Sciences Inc | 1.62% | Reduce -11.8% | 2,499,799 | $172.14M | $68.86 | |
| 22 | AXTA | Axalta Coating Systems Ltd | 1.60% | Add +16.3% | 5,579,702 | $170.13M | $30.49 | |
| 23 | ADT | ADT Inc | 1.55% | New | 15,313,819 | $165.24M | $10.79 | |
| 24 | MSGN | MSG Networks Inc | 1.46% | Add +23.8% | 10,616,004 | $154.78M | No quote | No quote |
| 25 | TGNA | TEGNA Inc | 1.42% | Add +1.5% | 8,026,865 | $150.58M | No quote | No quote |
| 26 | JHG | Janus Henderson Group PLC | 1.39% | Add +3.4% | 3,811,044 | $147.91M | $38.81 | |
| 27 | CBRE | CBRE Group Inc | 1.32% | Add +0.8% | 1,634,136 | $140.09M | $85.73 | |
| 28 | CLB | Core Laboratories NV | 1.31% | Reduce -5.5% | 3,580,792 | $139.47M | $38.95 | |
| 29 | PARA | ViacomCBS Inc | 1.26% | Add +301.0% | 2,967,040 | $134.11M | No quote | No quote |
| 30 | BCO | Brink's Co | 1.26% | Add +2.3% | 1,737,719 | $133.53M | $76.84 | |
| 31 | JNJ | Johnson & Johnson | 1.21% | Reduce -10.6% | 782,309 | $128.88M | $164.74 | |
| 32 | AMG | Affiliated Managers Group Inc | 1.20% | Add +0.2% | 827,479 | $127.61M | $154.21 | |
| 33 | ATGE | Adtalem Global Education Inc | 1.13% | Add +8.7% | 3,362,334 | $119.83M | No quote | No quote |
| 34 | MDP | Meredith Corp | 1.12% | Reduce -33.1% | 2,750,283 | $119.47M | No quote | No quote |
| 35 | NVT | nVent Electric PLC | 1.12% | Add +25.9% | 3,796,767 | $118.61M | $31.24 | |
| 36 | OSW | OneSpaWorld Holdings Ltd | 1.05% | Add +19.5% | 11,557,921 | $112M | $9.69 | |
| 37 | MTN | Vail Resorts Inc | 1.05% | Reduce -1.4% | 353,576 | $111.91M | $316.52 | |
| 38 | KEYS | Keysight Technologies Inc | 1.01% | Add +0.8% | 698,110 | $107.8M | $154.41 | |
| 39 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.99% | Reduce -19.8% | 377,593 | $104.94M | No quote | No quote |
| 40 | MAS | Masco Corp | 0.95% | Add +0.8% | 1,718,086 | $101.21M | $58.91 | |
| 41 | GS | Goldman Sachs Group Inc | 0.91% | Reduce -8.0% | 256,250 | $97.26M | $379.53 | |
| 42 | KN | Knowles Corp | 0.89% | Add +1.5% | 4,813,764 | $95.02M | $19.74 | |
| 43 | LFUS | Littelfuse Inc | 0.88% | Add +2.1% | 365,727 | $93.18M | $254.79 | |
| 44 | BAP | Credicorp Ltd | 0.87% | Add +103.2% | 763,121 | $92.42M | $121.11 | |
| 45 | WBA | Walgreens Boots Alliance Inc | 0.81% | Add +5.2% | 1,640,700 | $86.32M | No quote | No quote |
| 46 | PGR | Progressive Corp | 0.78% | Add +4.8% | 840,201 | $82.52M | $98.21 | |
| 47 | CRL | Charles River Laboratories International Inc | 0.77% | Reduce -46.2% | 221,099 | $81.79M | $369.92 | |
| 48 | AFL | Aflac Inc | 0.74% | Reduce -4.2% | 1,475,686 | $79.19M | $53.66 | |
| 49 | SSD | Simpson Manufacturing Co Inc | 0.72% | Add +2.3% | 696,242 | $76.89M | $110.44 | |
| 50 | BWA | BorgWarner Inc | 0.72% | Reduce -1.2% | 1,568,761 | $76.15M | $48.54 | |
| 51 | SCHW | Schwab Charles Corp | 0.66% | Reduce -17.4% | 967,989 | $70.48M | $72.81 | |
| 52 | DOX | Amdocs Ltd | 0.63% | Reduce -16.6% | 871,024 | $67.38M | $77.36 | |
| 53 | KFY | Korn Ferry | 0.57% | Add +0.4% | 838,756 | $60.85M | $72.55 | |
| 54 | ZBRA | Zebra Technologies Corp | 0.57% | Reduce -14.9% | 114,324 | $60.53M | $529.49 | |
| 55 | CAH | Cardinal Health Inc | 0.56% | Add +1.7% | 1,035,033 | $59.09M | $57.09 | |
| 56 | SWK | Stanley Black & Decker Inc | 0.55% | Reduce -8.9% | 286,168 | $58.66M | $204.99 | |
| 57 | ZBH | Zimmer Biomet Holdings Inc | 0.53% | Reduce -16.4% | 350,122 | $56.31M | $160.82 | |
| 58 | CHKP | Check Point Software Technologies Ltd | 0.51% | Reduce -3.7% | 470,889 | $54.69M | $116.13 | |
| 59 | MEI | Methode Electronics Inc | 0.48% | Add +0.8% | 1,037,010 | $51.03M | No quote | No quote |
| 60 | VZ | Verizon Communications Inc | 0.45% | Reduce -24.3% | 855,842 | $47.95M | $56.03 | |
| 61 | OMC | Omnicom Group Inc | 0.45% | Reduce -0.1% | 598,271 | $47.86M | $79.99 | |
| 62 | KMX | CarMax Inc | 0.42% | Reduce -0.1% | 348,077 | $44.95M | $129.15 | |
| 63 | RCL | Royal Caribbean Cruises Ltd | 0.40% | Add +1.0% | 501,853 | $42.8M | $85.28 | |
| 64 | TAP | Molson Coors Beverage Co | 0.37% | Add +19.3% | 736,480 | $39.54M | $53.69 | |
| 65 | NTAP | NetApp Inc | 0.37% | Reduce -35.8% | 478,781 | $39.17M | $81.82 | |
| 66 | BMY | Bristol-Myers Squibb Co | 0.36% | Reduce -18.1% | 573,979 | $38.35M | $66.82 | |
| 67 | EVR | Evercore Inc | 0.34% | Reduce -0.6% | 258,246 | $36.35M | $140.77 | No quote |
| 68 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.34% | Add +3.3% | 1,231,838 | $36.23M | $29.41 | |
| 69 | EQC | Equity Commonwealth | 0.34% | Reduce -9.6% | 1,377,497 | $36.09M | No quote | No quote |
| 70 | NOV | NOV Inc | 0.32% | Add +2.1% | 2,238,973 | $34.3M | $15.32 | |
| 71 | BIO | Bio-Rad Laboratories Inc | 0.32% | Add +1.6% | 52,134 | $33.59M | $644.28 | |
| 72 | MSGS | Madison Square Garden Sports Corp | 0.32% | Add +3.7% | 194,371 | $33.54M | $172.57 | |
| 73 | HLI | Houlihan Lokey Inc | 0.31% | Add +1.8% | 405,703 | $33.18M | $81.79 | |
| 74 | BRC | Brady Corp | 0.30% | Reduce -0.4% | 572,532 | $32.09M | $56.04 | |
| 75 | MIDD | Middleby Corp | 0.29% | Add +3.4% | 176,783 | $30.63M | $173.26 | |
| 76 | VEA | Vanguard FTSE Developed Markets ETF | 0.28% | Add +31.1% | 570,747 | $29.41M | $51.52 | |
| 77 | VIV | Telefonica Brasil SA | 0.24% | Add +0.5% | 2,946,893 | $25.05M | No quote | No quote |
| 78 | BSAC | Banco Santander Chile | 0.23% | Reduce -3.8% | 1,242,008 | $24.68M | No quote | No quote |
| 79 | NOK | Nokia Corp | 0.22% | Reduce -44.8% | 4,449,489 | $23.67M | $5.32 | |
| 80 | SLCA | US Silica Holdings Inc | 0.20% | Reduce -65.5% | 1,812,971 | $20.96M | No quote | No quote |
| 81 | TCOM | Trip.com Group Ltd | 0.20% | New | 589,656 | $20.91M | $35.46 | |
| 82 | IWN | iShares Russell 2000 Value ETF | 0.19% | Reduce -28.1% | 119,566 | $19.82M | $165.77 | |
| 83 | TPR | Tapestry Inc | 0.16% | Reduce -50.7% | 383,425 | $16.67M | $43.48 | |
| 84 | TISI | Team Inc | 0.14% | Add +0.9% | 2,293,187 | $15.36M | No quote | No quote |
| 85 | VOD | Vodafone Group PLC | 0.13% | Reduce -5.1% | 814,816 | $13.96M | No quote | No quote |
| 86 | HMN | Horace Mann Educators Corp | 0.11% | Add +3.4% | 325,491 | $12.18M | No quote | No quote |
| 87 | ORCL | Oracle Corp | 0.11% | Reduce -7.5% | 152,056 | $11.84M | $77.84 | |
| 88 | MOS | Mosaic Co | 0.11% | Reduce -8.6% | 364,693 | $11.64M | $31.91 | |
| 89 | USB | US Bancorp | 0.11% | Reduce -18.3% | 201,725 | $11.49M | $56.97 | |
| 90 | MATW | Matthews International Corp | 0.11% | Add +2.9% | 318,973 | $11.47M | $35.96 | No quote |
| 91 | GSK | GlaxoSmithKline PLC | 0.10% | Reduce -39.1% | 260,941 | $10.39M | $39.82 | |
| 92 | APA | APA Corp | 0.09% | Add +3.3% | 442,684 | $9.58M | $21.63 | |
| 93 | WU | Western Union Co | 0.08% | Reduce -7.3% | 378,372 | $8.69M | $22.97 | |
| 94 | LMT | Lockheed Martin Corp | 0.08% | Reduce -7.7% | 22,697 | $8.59M | $378.33 | |
| 95 | HNGR | Hanger Inc | 0.06% | Reduce -8.9% | 271,514 | $6.86M | No quote | No quote |
| 96 | BK | Bank of New York Mellon Corp | 0.06% | Reduce -7.8% | 131,728 | $6.75M | $51.23 | |
| 97 | GOLD | Barrick Gold Corp | 0.06% | New | 302,495 | $6.26M | No quote | No quote |
| 98 | WB | Weibo Corp | 0.06% | Reduce -2.5% | 115,502 | $6.08M | $52.62 | |
| 99 | ACWX | iShares MSCI ACWI ex US ETF | 0.02% | - | 45,502 | $2.62M | $57.51 | |
| 100 | MIND | MIND Technology Inc | 0.02% | Reduce -19.5% | 1,285,657 | $2.49M | No quote | No quote |
| 101 | NVS | Novartis AG | 0.02% | - | 20,582 | $1.88M | $91.24 | |
| 102 | AZN | AstraZeneca PLC | 0.01% | Reduce -1.4% | 26,422 | $1.58M | $59.91 | |
| 103 | TIMB | TIM SA | 0.01% | Add +0.2% | 61,833 | $712K | No quote | No quote |
| 104 | NVO | Novo-Nordisk A S | 0.00% | - | 4,119 | $345K | $83.76 | |
| 105 | SNY | Sanofi | 0.00% | - | 5,435 | $286K | $52.62 | |
| 106 | BTN | Ballantyne Strong Inc | 0.00% | Reduce -88.3% | 55,378 | $265K | No quote | No quote |
| 107 | RBCN | Rubicon Technology Inc | 0.00% | Reduce -59.9% | 21,551 | $205K | No quote | No quote |
| 108 | TURN | 180 Degree Capital Corp | 0.00% | Reduce -91.2% | 15,783 | $127K | No quote | No quote |
| 109 | GSIT | GSI Technology Inc | 0.00% | Reduce -94.1% | 15,803 | $89K | No quote | No quote |
| 110 | CPIX | Cumberland Pharmaceuticals Inc | 0.00% | Reduce -94.3% | 12,033 | $34K | No quote | No quote |
| 139 | WTW | Willis Towers Watson PLC | - | Sold | 0 | $0 | No quote | No quote |
| 138 | VWTR | Vidler Water Resouces Inc | - | Sold | 0 | $0 | No quote | No quote |
| 137 | TRC | Tejon Ranch Co | - | Sold | 0 | $0 | No quote | No quote |
| 136 | SSSS | SuRo Capital Corp | - | Sold | 0 | $0 | No quote | No quote |
| 135 | SFE | Safeguard Scientifics Inc | - | Sold | 0 | $0 | No quote | No quote |
| 134 | RFIL | RF Industries Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 133 | RNWK | RealNetworks Inc | - | Sold | 0 | $0 | No quote | No quote |
| 132 | PCYO | Pure Cycle Corp | - | Sold | 0 | $0 | No quote | No quote |
| 131 | OESX | Orion Energy Systems Inc | - | Sold | 0 | $0 | No quote | No quote |
| 130 | ORBC | ORBCOMM Inc | - | Sold | 0 | $0 | No quote | No quote |
| 129 | OSS | One Stop Systems Inc | - | Sold | 0 | $0 | No quote | No quote |
| 128 | MOV | Movado Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 127 | LAKE | Lakeland Industries Inc | - | Sold | 0 | $0 | No quote | No quote |
| 126 | KIN | Kindred Biosciences Inc | - | Sold | 0 | $0 | No quote | No quote |
| 125 | GIFI | Gulf Island Fabrication Inc | - | Sold | 0 | $0 | No quote | No quote |
| 124 | GRBK | Green Brick Partners Inc | - | Sold | 0 | $0 | No quote | No quote |
| 123 | GLAE | GlassBridge Enterprises Inc | - | Sold | 0 | $0 | No quote | No quote |
| 122 | GAIA | Gaia Inc | - | Sold | 0 | $0 | No quote | No quote |
| 121 | FLIR | FLIR Systems Inc | - | Sold | 0 | $0 | No quote | No quote |
| 120 | ENZ | Enzo Biochem Inc | - | Sold | 0 | $0 | No quote | No quote |
| 119 | EMKR | EMCORE Corp | - | Sold | 0 | $0 | No quote | No quote |
| 118 | CRWS | Crown Crafts Inc | - | Sold | 0 | $0 | No quote | No quote |
| 117 | CRAI | CRA International Inc | - | Sold | 0 | $0 | No quote | No quote |
| 116 | COWN | Cowen Inc | - | Sold | 0 | $0 | No quote | No quote |
| 115 | CSCO | Cisco Systems Inc/Delaware | - | Sold | 0 | $0 | No quote | No quote |
| 114 | CNTY | Century Casinos Inc | - | Sold | 0 | $0 | No quote | No quote |
| 113 | CSWC | Capital Southwest Corp | - | Sold | 0 | $0 | No quote | No quote |
| 112 | ALOT | AstroNova Inc | - | Sold | 0 | $0 | No quote | No quote |
| 111 | ALCO | Alico Inc | - | Sold | 0 | $0 | No quote | No quote |