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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 96 of 116 rows. Rows without a quote are marked unavailable.
| 1 | BIDU | Baidu Inc | 3.36% | Reduce -1.5% | 2,601,447 | $305.64M | $117.49 | |
| 2 | MAT | Mattel Inc | 3.28% | Reduce -1.5% | 15,762,283 | $298.54M | $18.94 | |
| 3 | PM | Philip Morris International Inc | 3.26% | Reduce -1.8% | 3,579,556 | $297.14M | $83.01 | |
| 4 | SPHR | Madison Square Garden Entertainment Corp | 3.04% | Add +1.2% | 6,273,867 | $276.62M | $44.09 | |
| 5 | BOKF | BOK Financial Corp | 2.96% | Reduce -8.1% | 3,035,642 | $269.75M | $88.86 | |
| 6 | LAZ | Lazard Ltd | 2.76% | Reduce -9.5% | 7,888,454 | $251.09M | $31.83 | |
| 7 | REZI | Resideo Technologies Inc | 2.69% | Add +1.1% | 12,859,162 | $245.1M | $19.06 | |
| 8 | MSFT | Microsoft Corp | 2.58% | Reduce -1.8% | 1,009,074 | $235.01M | $232.90 | |
| 9 | GNTX | Gentex Corp | 2.41% | Add +0.5% | 9,226,776 | $219.97M | $23.84 | |
| 10 | IPG | Interpublic Group of Cos Inc/The | 2.41% | Add +5.0% | 8,565,669 | $219.28M | No quote | No quote |
| 11 | KMT | Kennametal Inc | 2.40% | Add +0.2% | 10,621,785 | $218.6M | $20.58 | |
| 12 | JLL | Jones Lang LaSalle Inc | 2.20% | Add +8.6% | 1,328,876 | $200.75M | $151.07 | |
| 13 | NTRS | Northern Trust Corp | 2.13% | Add +1.6% | 2,266,260 | $193.9M | $85.56 | |
| 14 | FAF | First American Financial Corp | 2.09% | Reduce -2.2% | 4,131,920 | $190.48M | $46.10 | |
| 15 | SRCL | Stericycle Inc | 2.07% | Add +0.5% | 4,483,909 | $188.82M | No quote | No quote |
| 16 | BAP | Credicorp Ltd | 1.97% | Reduce -3.5% | 1,463,493 | $179.72M | $122.80 | |
| 17 | MHK | Mohawk Industries Inc | 1.96% | Add +7.5% | 1,959,598 | $178.7M | $91.19 | |
| 18 | NVST | Envista Holdings Corp | 1.91% | Reduce -2.9% | 5,299,570 | $173.88M | $32.81 | |
| 19 | BYD | Boyd Gaming Corp | 1.86% | Add +6.2% | 3,563,366 | $169.8M | $47.65 | |
| 20 | GILD | Gilead Sciences Inc | 1.81% | Reduce -1.6% | 2,674,110 | $164.97M | $61.69 | |
| 21 | ATGE | Adtalem Global Education Inc | 1.72% | Reduce -13.8% | 4,285,951 | $156.22M | No quote | No quote |
| 22 | MANU | Manchester United Plc | 1.66% | Reduce -1.6% | 11,424,939 | $151.61M | $13.27 | |
| 23 | AXTA | Axalta Coating Systems Ltd | 1.66% | Reduce -1.0% | 7,194,786 | $151.52M | $21.06 | |
| 24 | KKR | KKR & Co Inc | 1.61% | Add +2.1% | 3,413,430 | $146.78M | $43.00 | |
| 25 | SNA | Snap-on Inc | 1.61% | Reduce -28.6% | 727,486 | $146.48M | $201.35 | |
| 26 | LH | Laboratory Corp of America Holdings | 1.60% | Reduce -6.2% | 710,023 | $145.42M | $204.81 | |
| 27 | MSGS | Madison Square Garden Sports Corp | 1.59% | Add +0.2% | 1,062,268 | $145.17M | $136.66 | |
| 28 | OSW | OneSpaWorld Holdings Ltd | 1.57% | Add +0.8% | 17,036,969 | $143.11M | $8.40 | |
| 29 | ADT | ADT Inc | 1.50% | Reduce -4.7% | 18,190,118 | $136.24M | $7.49 | |
| 30 | PARA | Paramount Global | 1.49% | Add +16.5% | 7,149,210 | $136.12M | No quote | No quote |
| 31 | CLB | Core Laboratories NV | 1.45% | Add +6.3% | 9,765,315 | $131.64M | $13.48 | |
| 32 | NVT | nVent Electric PLC | 1.44% | Reduce -1.1% | 4,160,590 | $131.52M | $31.61 | |
| 33 | AMG | Affiliated Managers Group Inc | 1.41% | Add +3.2% | 1,145,254 | $128.1M | $111.85 | |
| 34 | CRL | Charles River Laboratories International Inc | 1.41% | Add +10.3% | 650,498 | $128.02M | $196.80 | |
| 35 | ZBRA | Zebra Technologies Corp | 1.37% | Add +33.0% | 477,118 | $125.01M | $262.01 | |
| 36 | EQC | Equity Commonwealth | 1.37% | Add +50.4% | 5,125,117 | $124.85M | No quote | No quote |
| 37 | JNJ | Johnson & Johnson | 1.36% | Reduce -2.6% | 758,966 | $123.99M | $163.36 | |
| 38 | RCL | Royal Caribbean Cruises Ltd | 1.32% | Add +29.5% | 3,166,254 | $120M | $37.90 | |
| 39 | BCO | Brink's Co/The | 1.14% | Reduce -1.8% | 2,149,349 | $104.11M | $48.44 | |
| 40 | SJM | J M Smucker Co/The | 1.11% | Reduce -27.2% | 737,030 | $101.28M | $137.41 | |
| 41 | CBRE | CBRE Group Inc | 1.10% | Reduce -8.8% | 1,482,380 | $100.08M | $67.51 | |
| 42 | GS | Goldman Sachs Group Inc/The | 0.92% | Reduce -2.7% | 286,139 | $83.85M | $293.05 | |
| 43 | MAS | Masco Corp | 0.91% | Reduce -9.9% | 1,782,557 | $83.23M | $46.69 | |
| 44 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.89% | Add +11.4% | 7,136,480 | $81.07M | $11.36 | |
| 45 | SCHW | Charles Schwab Corp/The | 0.88% | Reduce -7.1% | 1,110,982 | $79.85M | $71.87 | |
| 46 | LFUS | Littelfuse Inc | 0.84% | Reduce -2.1% | 384,437 | $76.38M | $198.69 | |
| 47 | VZ | Verizon Communications Inc | 0.80% | Add +16.9% | 1,929,890 | $73.28M | $37.97 | |
| 48 | JHG | Janus Henderson Group PLC | 0.80% | Add +1.7% | 3,592,991 | $72.97M | $20.31 | |
| 49 | GNRC | Generac Holdings Inc | 0.74% | Add +41953.9% | 376,803 | $67.12M | $178.14 | |
| 50 | CHKP | Check Point Software Technologies Ltd | 0.68% | Reduce -1.4% | 552,677 | $61.91M | $112.02 | |
| 51 | BWA | BorgWarner Inc | 0.63% | Reduce -3.0% | 1,829,048 | $57.43M | $31.40 | |
| 52 | BMY | Bristol-Myers Squibb Co | 0.62% | Reduce -1.8% | 799,534 | $56.84M | $71.09 | |
| 53 | AFL | Aflac Inc | 0.58% | Reduce -0.5% | 937,545 | $52.69M | $56.20 | |
| 54 | KN | Knowles Corp | 0.57% | Add +22.2% | 4,269,383 | $51.96M | $12.17 | |
| 55 | DOX | Amdocs Ltd | 0.57% | Reduce -25.5% | 650,272 | $51.66M | $79.45 | |
| 56 | SSD | Simpson Manufacturing Co Inc | 0.55% | Add +0.2% | 641,208 | $50.27M | $78.40 | |
| 57 | MTN | Vail Resorts Inc | 0.49% | Reduce -2.3% | 205,399 | $44.29M | $215.64 | |
| 58 | PBH | Prestige Consumer Healthcare Inc | 0.48% | Add +15.3% | 876,673 | $43.68M | $49.83 | |
| 59 | NTAP | NetApp Inc | 0.48% | Add +12.8% | 699,964 | $43.29M | $61.85 | |
| 60 | CAH | Cardinal Health Inc | 0.47% | Reduce -27.9% | 639,230 | $42.62M | $66.68 | |
| 61 | ZBH | Zimmer Biomet Holdings Inc | 0.45% | Reduce -4.3% | 394,352 | $41.23M | $104.55 | |
| 62 | SWK | Stanley Black & Decker Inc | 0.45% | Add +3.2% | 544,500 | $40.95M | $75.21 | |
| 63 | LIND | Lindblad Expeditions Holdings Inc | 0.44% | Add +32.2% | 5,971,652 | $40.37M | $6.76 | |
| 64 | KFY | Korn Ferry | 0.43% | Reduce -3.1% | 836,297 | $39.27M | $46.95 | |
| 65 | WBA | Walgreens Boots Alliance Inc | 0.43% | Reduce -7.4% | 1,249,792 | $39.24M | No quote | No quote |
| 66 | KEYS | Keysight Technologies Inc | 0.40% | Reduce -51.8% | 230,035 | $36.2M | $157.36 | |
| 67 | MIDD | Middleby Corp/The | 0.40% | Add +14.3% | 280,753 | $35.98M | $128.17 | |
| 68 | KMX | CarMax Inc | 0.35% | Reduce -0.1% | 483,501 | $31.92M | $66.02 | |
| 69 | MEI | Methode Electronics Inc | 0.35% | Reduce -19.9% | 848,019 | $31.5M | No quote | No quote |
| 70 | BIO | Bio-Rad Laboratories Inc | 0.31% | Add +4.3% | 66,665 | $27.81M | $417.13 | |
| 71 | GCMG | GCM Grosvenor Inc | 0.24% | New | 2,753,204 | $21.72M | $7.89 | |
| 72 | BRC | Brady Corp | 0.23% | Reduce -22.5% | 498,037 | $20.78M | $41.73 | |
| 73 | VIV | Telefonica Brasil SA | 0.23% | Reduce -0.9% | 2,742,804 | $20.63M | No quote | No quote |
| 74 | VEA | Vanguard FTSE Developed Markets ETF | 0.19% | Reduce -15.7% | 476,560 | $17.33M | $36.36 | |
| 75 | NOV | NOV Inc | 0.18% | Reduce -0.1% | 1,018,276 | $16.48M | $16.18 | |
| 76 | TAP | Molson Coors Beverage Co | 0.17% | Reduce -40.7% | 330,605 | $15.87M | $47.99 | |
| 77 | EVR | Evercore Inc | 0.17% | Reduce -2.6% | 184,066 | $15.14M | $82.25 | No quote |
| 78 | BSAC | Banco Santander Chile | 0.16% | Reduce -0.8% | 1,027,700 | $14.4M | No quote | No quote |
| 79 | NOK | Nokia Oyj | 0.16% | Reduce -13.2% | 3,344,832 | $14.28M | $4.27 | |
| 80 | PGR | Progressive Corp/The | 0.14% | Reduce -33.0% | 110,567 | $12.85M | $116.21 | |
| 81 | HMN | Horace Mann Educators Corp | 0.14% | Reduce -3.0% | 351,321 | $12.4M | No quote | No quote |
| 82 | OMC | Omnicom Group Inc | 0.13% | Reduce -33.1% | 192,428 | $12.14M | $63.09 | |
| 83 | HLI | Houlihan Lokey Inc | 0.12% | Add +1.3% | 144,158 | $10.87M | $75.38 | |
| 84 | TPR | Tapestry Inc | 0.12% | Reduce -1.8% | 378,366 | $10.76M | $28.43 | |
| 85 | APA | APA Corp | 0.11% | Reduce -19.6% | 281,986 | $9.64M | $34.19 | |
| 86 | MOS | Mosaic Co/The | 0.09% | Reduce -23.1% | 174,127 | $8.42M | $48.33 | |
| 87 | USB | US Bancorp | 0.09% | Reduce -1.9% | 198,260 | $7.99M | $40.32 | |
| 88 | TCOM | Trip.com Group Ltd | 0.09% | Reduce -79.7% | 284,785 | $7.78M | $27.31 | |
| 89 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.08% | Reduce -1.8% | 26,588 | $7.1M | No quote | No quote |
| 90 | LMT | Lockheed Martin Corp | 0.08% | Reduce -19.5% | 17,776 | $6.87M | $386.31 | |
| 91 | VOD | Vodafone Group PLC | 0.06% | Reduce -24.1% | 505,792 | $5.73M | No quote | No quote |
| 92 | ORCL | Oracle Corp | 0.06% | Reduce -8.6% | 89,777 | $5.48M | $61.07 | |
| 93 | GOLD | Barrick Gold Corp | 0.06% | Reduce -12.4% | 330,064 | $5.12M | No quote | No quote |
| 94 | GSK | GSK PLC | 0.05% | New | 169,561 | $4.99M | $29.43 | |
| 95 | WU | Western Union Co/The | 0.05% | Reduce -19.5% | 355,586 | $4.8M | $13.50 | |
| 96 | TIMB | TIM SA/Brazil | 0.05% | - | 396,301 | $4.43M | No quote | No quote |
| 97 | BK | Bank of New York Mellon Corp/The | 0.04% | Reduce -19.5% | 102,931 | $3.97M | $38.52 | |
| 98 | ACWX | iShares MSCI ACWI ex US ETF | 0.04% | - | 97,965 | $3.92M | $40.01 | |
| 99 | ZIMV | Zimvie Inc | 0.03% | Reduce -12.6% | 285,938 | $2.82M | No quote | No quote |
| 100 | IWN | iShares Russell 2000 Value ETF | 0.03% | Add +79.2% | 18,377 | $2.37M | $128.91 | |
| 101 | MTB | M&T Bank Corp | 0.02% | Add +0.9% | 11,102 | $1.96M | $176.27 | |
| 102 | BAC | Bank of America Corp | 0.02% | New | 59,644 | $1.8M | $30.20 | |
| 103 | HLN | Haleon PLC | 0.01% | New | 211,285 | $1.29M | $6.09 | |
| 104 | AZN | AstraZeneca PLC | 0.01% | Reduce -2.8% | 22,048 | $1.21M | $54.83 | |
| 105 | NVS | Novartis AG | 0.01% | Reduce -12.4% | 8,750 | $665K | $76.00 | |
| 106 | FI | Fiserv Inc | 0.00% | Add +14.4% | 2,856 | $267K | No quote | No quote |
| 107 | SNY | Sanofi | 0.00% | Add +8.4% | 5,838 | $222K | $38.03 | |
| 108 | FICO | Fair Isaac Corp | 0.00% | Add +3.5% | 503 | $207K | $411.53 | |
| 109 | ST | Sensata Techology | 0.00% | Add +14.4% | 4,755 | $177K | $37.22 | |
| 110 | MSI | Motorola Solutions Inc | 0.00% | Reduce -12.3% | 727 | $163K | $224.21 | |
| 111 | DNB | Dun & Bradstreet | 0.00% | Add +14.4% | 11,424 | $142K | No quote | No quote |
| 112 | PDCO | Patterson Cos | 0.00% | Add +14.4% | 5,804 | $139K | No quote | No quote |
| 113 | REYN | Reynolds Consuer Products | 0.00% | Add +14.4% | 4,614 | $120K | $26.01 | |
| 114 | HCKT | Hackett Group | 0.00% | Add +14.4% | 6,386 | $113K | $17.70 | |
| 116 | HNGR | Hanger Inc | - | Sold | 0 | $0 | No quote | No quote |
| 115 | GSK | GSK PLC | - | Sold | 0 | $0 | No quote | No quote |