Ariel Investments
As of Q1 2026, Ariel Investments reported 106 long-equity positions worth $8.93B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.22%
- 1-year
- +25.91%
- 3-year
- +51.35%
- 3-year top 5
- +49.74%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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 86 of 111 rows. Rows without a quote are marked unavailable.
| 1 | SPHR | Madison Square Garden Entertainment Corp | 3.66% | Add +9.4% | 6,173,301 | $434.23M | $70.34 | |
| 2 | MAT | Mattel Inc | 3.32% | Add +9.9% | 18,276,684 | $394.05M | $21.56 | |
| 3 | FAF | First American Financial Corp | 3.21% | Reduce -7.7% | 4,862,370 | $380.38M | $78.23 | |
| 4 | PM | Philip Morris International Inc | 3.05% | Reduce -6.5% | 3,808,962 | $361.85M | $95.00 | |
| 5 | BIDU | Baidu Inc | 3.03% | Reduce -7.0% | 2,418,101 | $359.79M | $148.79 | |
| 6 | LAZ | Lazard Ltd | 2.99% | Add +1.5% | 8,120,571 | $354.3M | $43.63 | |
| 7 | BOKF | BOK Financial Corp | 2.94% | Add +0.6% | 3,306,709 | $348.83M | $105.49 | |
| 8 | NLSN | Nielsen Holdings PLC | 2.84% | Add +17.1% | 16,431,587 | $337.01M | No quote | No quote |
| 9 | MSFT | Microsoft Corp | 2.84% | Reduce -7.9% | 1,000,576 | $336.51M | $336.32 | |
| 10 | KMT | Kennametal Inc | 2.70% | Add +2.0% | 8,917,279 | $320.22M | $35.91 | |
| 11 | IPG | Interpublic Group of Cos Inc/The | 2.65% | Reduce -2.8% | 8,382,360 | $313.92M | No quote | No quote |
| 12 | JLL | Jones Lang LaSalle Inc | 2.55% | Reduce -0.3% | 1,122,957 | $302.46M | $269.34 | |
| 13 | NVST | Envista Holdings Corp | 2.38% | Add +2.8% | 6,253,403 | $281.78M | $45.06 | |
| 14 | SRCL | Stericycle Inc | 2.13% | Add +6.0% | 4,244,508 | $253.14M | No quote | No quote |
| 15 | MHK | Mohawk Industries Inc | 2.09% | Add +3.2% | 1,359,258 | $247.63M | $182.18 | |
| 16 | SNA | Snap-on Inc | 2.01% | Add +4.7% | 1,108,765 | $238.81M | $215.38 | |
| 17 | NTRS | Northern Trust Corp | 1.93% | Add +0.1% | 1,917,698 | $229.38M | $119.61 | |
| 18 | KKR | KKR & Co Inc | 1.83% | Reduce -16.1% | 2,914,295 | $217.12M | $74.50 | |
| 19 | LH | Laboratory Corp of America Holdings | 1.82% | Add +8.5% | 687,912 | $216.15M | $314.21 | |
| 20 | ADT | ADT Inc | 1.74% | Add +0.9% | 24,512,631 | $206.15M | $8.41 | |
| 21 | SJM | J M Smucker Co/The | 1.71% | Add +8.0% | 1,490,218 | $202.4M | $135.82 | |
| 22 | AXTA | Axalta Coating Systems Ltd | 1.67% | Add +3.9% | 5,978,086 | $197.99M | $33.12 | |
| 23 | BAP | Credicorp Ltd | 1.58% | Add +21.6% | 1,532,363 | $187.06M | $122.07 | |
| 24 | MSGS | Madison Square Garden Sports Corp | 1.56% | Add +29.8% | 1,068,012 | $185.55M | $173.73 | |
| 25 | CBRE | CBRE Group Inc | 1.49% | Reduce -0.9% | 1,631,494 | $177.03M | $108.51 | |
| 26 | GILD | Gilead Sciences Inc | 1.48% | Reduce -7.9% | 2,413,576 | $175.25M | $72.61 | |
| 27 | CLB | Core Laboratories NV | 1.47% | Add +83.2% | 7,804,307 | $174.11M | $22.31 | |
| 28 | TGNA | TEGNA Inc | 1.46% | Add +12.3% | 9,302,022 | $172.65M | No quote | No quote |
| 29 | MANU | Manchester United Plc | 1.31% | Add +66.2% | 10,934,059 | $155.7M | $14.24 | |
| 30 | REZI | Resideo Technologies Inc | 1.31% | Add +194.8% | 5,971,538 | $155.44M | $26.03 | |
| 31 | PARA | ViacomCBS Inc | 1.29% | Add +75.5% | 5,087,789 | $153.55M | No quote | No quote |
| 32 | NVT | nVent Electric PLC | 1.25% | Reduce -4.9% | 3,915,437 | $148.79M | $38.00 | |
| 33 | ATGE | Adtalem Global Education Inc | 1.25% | Add +35.4% | 5,029,760 | $148.68M | No quote | No quote |
| 34 | GNTX | Gentex Corp | 1.25% | Add +30.5% | 4,248,656 | $148.07M | $34.85 | |
| 35 | AMG | Affiliated Managers Group Inc | 1.24% | Add +6.5% | 897,648 | $147.67M | $164.51 | |
| 36 | OSW | OneSpaWorld Holdings Ltd | 1.24% | Add +5.1% | 14,718,904 | $147.48M | $10.02 | |
| 37 | JHG | Janus Henderson Group PLC | 1.19% | Add +4.3% | 3,357,323 | $140.81M | $41.94 | |
| 38 | BCO | Brink's Co/The | 1.13% | Add +4.3% | 2,051,905 | $134.54M | $65.57 | |
| 39 | JNJ | Johnson & Johnson | 1.11% | Reduce -6.6% | 766,613 | $131.14M | $171.07 | |
| 40 | MAS | Masco Corp | 1.09% | Add +4.8% | 1,837,573 | $129.04M | $70.22 | |
| 41 | BYD | Boyd Gaming Corp | 0.89% | Add +1057.6% | 1,608,923 | $105.5M | $65.57 | |
| 42 | SSD | Simpson Manufacturing Co Inc | 0.79% | Reduce -5.0% | 677,240 | $94.18M | $139.07 | |
| 43 | LFUS | Littelfuse Inc | 0.79% | Reduce -14.3% | 297,456 | $93.6M | $314.68 | |
| 44 | GS | Goldman Sachs Group Inc/The | 0.77% | Reduce -3.4% | 239,295 | $91.54M | $382.55 | |
| 45 | AFL | Aflac Inc | 0.76% | Add +0.1% | 1,538,886 | $89.86M | $58.39 | |
| 46 | KEYS | Keysight Technologies Inc | 0.73% | Reduce -20.5% | 416,547 | $86.02M | $206.51 | |
| 47 | PGR | Progressive Corp/The | 0.71% | Reduce -6.7% | 816,970 | $83.86M | $102.65 | |
| 48 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.71% | Reduce -7.7% | 280,464 | $83.86M | No quote | No quote |
| 49 | WBA | Walgreens Boots Alliance Inc | 0.70% | Reduce -10.6% | 1,589,423 | $82.9M | No quote | No quote |
| 50 | BWA | BorgWarner Inc | 0.66% | Add +0.3% | 1,731,851 | $78.06M | $45.07 | |
| 51 | TCOM | Trip.com Group Ltd | 0.65% | Add +51.6% | 3,127,727 | $77.01M | $24.62 | |
| 52 | CRL | Charles River Laboratories International Inc | 0.57% | Reduce -1.9% | 179,647 | $67.69M | $376.78 | |
| 53 | SCHW | Charles Schwab Corp/The | 0.57% | Reduce -12.2% | 802,416 | $67.48M | $84.10 | |
| 54 | SWK | Stanley Black & Decker Inc | 0.56% | Add +19.4% | 354,815 | $66.93M | $188.62 | |
| 55 | KN | Knowles Corp | 0.56% | Reduce -18.7% | 2,826,377 | $66M | $23.35 | |
| 56 | DOX | Amdocs Ltd | 0.53% | Reduce -7.5% | 847,902 | $63.46M | $74.84 | |
| 57 | KFY | Korn Ferry | 0.49% | Reduce -4.4% | 763,725 | $57.84M | $75.73 | |
| 58 | CHKP | Check Point Software Technologies Ltd | 0.48% | Add +2.9% | 487,105 | $56.78M | $116.56 | |
| 59 | CAH | Cardinal Health Inc | 0.47% | Reduce -0.3% | 1,074,915 | $55.35M | $51.49 | |
| 60 | MEI | Methode Electronics Inc | 0.45% | Add +1.6% | 1,080,834 | $53.15M | No quote | No quote |
| 61 | EQC | Equity Commonwealth | 0.44% | Add +34.9% | 2,023,638 | $52.41M | No quote | No quote |
| 62 | RCL | Royal Caribbean Cruises Ltd | 0.42% | Add +28.1% | 655,257 | $50.39M | $76.90 | |
| 63 | ZBRA | Zebra Technologies Corp | 0.42% | Reduce -2.1% | 84,055 | $50.03M | $595.19 | |
| 64 | ZBH | Zimmer Biomet Holdings Inc | 0.42% | Add +8.1% | 391,838 | $49.78M | $127.04 | |
| 65 | MTN | Vail Resorts Inc | 0.42% | Reduce -42.6% | 150,387 | $49.31M | $327.90 | |
| 66 | BMY | Bristol-Myers Squibb Co | 0.42% | Reduce -7.3% | 790,705 | $49.3M | $62.35 | |
| 67 | OMC | Omnicom Group Inc | 0.38% | Reduce -0.7% | 619,294 | $45.38M | $73.27 | |
| 68 | VZ | Verizon Communications Inc | 0.36% | Reduce -7.7% | 830,572 | $43.16M | $51.96 | |
| 69 | NTAP | NetApp Inc | 0.36% | Reduce -7.8% | 463,378 | $42.63M | $91.99 | |
| 70 | BIO | Bio-Rad Laboratories Inc | 0.36% | Add +7.3% | 55,750 | $42.12M | $755.57 | |
| 71 | KMX | CarMax Inc | 0.32% | Reduce -9.4% | 288,366 | $37.55M | $130.23 | |
| 72 | TAP | Molson Coors Beverage Co | 0.30% | Add +0.9% | 775,547 | $35.95M | $46.35 | |
| 73 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.29% | Add +30.9% | 1,652,483 | $34.27M | $20.74 | |
| 74 | MIDD | Middleby Corp/The | 0.28% | Add +1.9% | 166,303 | $32.72M | $196.76 | |
| 75 | BRC | Brady Corp | 0.27% | Add +2.0% | 601,800 | $32.44M | $53.90 | |
| 76 | NOV | NOV Inc | 0.27% | Reduce -1.6% | 2,330,216 | $31.57M | $13.55 | |
| 77 | EVR | Evercore Inc | 0.25% | Reduce -9.3% | 217,052 | $29.49M | $135.85 | No quote |
| 78 | VEA | Vanguard FTSE Developed Markets ETF | 0.22% | Reduce -4.0% | 518,295 | $26.46M | $51.06 | |
| 79 | VIV | Telefonica Brasil SA | 0.21% | Reduce -6.9% | 2,858,875 | $24.73M | No quote | No quote |
| 80 | NOK | Nokia Oyj | 0.17% | Reduce -27.1% | 3,168,348 | $19.71M | $6.22 | |
| 81 | SLCA | US Silica Holdings Inc | 0.15% | Add +1.8% | 1,905,214 | $17.91M | No quote | No quote |
| 82 | LIND | Lindblad Expeditions Holdings Inc | 0.15% | New | 1,114,416 | $17.39M | $15.60 | |
| 83 | BSAC | Banco Santander Chile | 0.15% | Reduce -0.8% | 1,061,642 | $17.29M | No quote | No quote |
| 84 | TPR | Tapestry Inc | 0.13% | Reduce -7.5% | 374,547 | $15.21M | $40.60 | |
| 85 | APA | APA Corp | 0.11% | Reduce -5.7% | 505,738 | $13.6M | $26.89 | |
| 86 | MOS | Mosaic Co/The | 0.11% | Reduce -5.1% | 344,211 | $13.52M | $39.29 | |
| 87 | HMN | Horace Mann Educators Corp | 0.11% | Add +3.3% | 342,079 | $13.24M | No quote | No quote |
| 88 | HLI | Houlihan Lokey Inc | 0.11% | Reduce -59.5% | 125,341 | $12.98M | $103.52 | |
| 89 | GSK | GlaxoSmithKline PLC | 0.09% | Reduce -3.1% | 252,849 | $11.15M | $44.10 | |
| 90 | USB | US Bancorp | 0.09% | Reduce -7.5% | 196,625 | $11.04M | $56.17 | |
| 91 | VOD | Vodafone Group PLC | 0.09% | Reduce -14.8% | 693,284 | $10.35M | No quote | No quote |
| 92 | ORCL | Oracle Corp | 0.07% | Add +3.3% | 101,680 | $8.87M | $87.21 | |
| 93 | LMT | Lockheed Martin Corp | 0.07% | Add +1.4% | 22,861 | $8.13M | $355.41 | |
| 94 | BK | Bank of New York Mellon Corp/The | 0.06% | Add +1.4% | 132,376 | $7.69M | $58.08 | |
| 95 | WU | Western Union Co/The | 0.06% | Add +19.5% | 429,212 | $7.66M | $17.84 | |
| 96 | GOLD | Barrick Gold Corp | 0.06% | Add +30.4% | 390,394 | $7.42M | No quote | No quote |
| 97 | IWN | iShares Russell 2000 Value ETF | 0.05% | Reduce -4.6% | 39,149 | $6.5M | $166.06 | |
| 98 | HNGR | Hanger Inc | 0.05% | Add +16.3% | 315,765 | $5.73M | No quote | No quote |
| 99 | TIMB | TIM SA/Brazil | 0.04% | Add +2.6% | 378,234 | $4.4M | No quote | No quote |
| 100 | ACWX | iShares MSCI ACWI ex US ETF | 0.02% | - | 45,502 | $2.53M | $55.60 | |
| 101 | AZN | AstraZeneca PLC | 0.01% | Reduce -6.1% | 24,739 | $1.44M | $58.25 | |
| 102 | NVS | Novartis AG | 0.01% | Reduce -42.6% | 10,631 | $930K | $87.48 | |
| 103 | SNY | Sanofi | 0.00% | Reduce -0.9% | 5,385 | $270K | $50.14 | |
| 104 | MTB | M&T Bank Corp | 0.00% | New | 1,519 | $233K | $153.39 | |
| 111 | WB | Weibo Corp | - | Sold | 0 | $0 | No quote | No quote |
| 110 | VT | Vanguard Total World Stock ETF | - | Sold | 0 | $0 | No quote | No quote |
| 109 | VEU | Vanguard FTSE All-World ex-US ETF | - | Sold | 0 | $0 | No quote | No quote |
| 108 | TISI | Team Inc | - | Sold | 0 | $0 | No quote | No quote |
| 107 | NVO | Novo Nordisk A/S | - | Sold | 0 | $0 | No quote | No quote |
| 106 | MIND | MIND Technology Inc | - | Sold | 0 | $0 | No quote | No quote |
| 105 | MDP | Meredith Corp | - | Sold | 0 | $0 | No quote | No quote |