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 98 of 118 rows. Rows without a quote are marked unavailable.
| 1 | PM | Philip Morris International Inc | 3.66% | Reduce -0.4% | 3,565,404 | $360.85M | $101.21 | |
| 2 | BIDU | Baidu Inc | 3.31% | Add +9.7% | 2,852,898 | $326.31M | $114.38 | |
| 3 | SPHR | Madison Square Garden Entertainment Corp | 3.06% | Add +6.7% | 6,692,520 | $300.96M | $44.97 | |
| 4 | MAT | Mattel Inc | 2.88% | Add +0.9% | 15,903,612 | $283.72M | $17.84 | |
| 5 | BOKF | BOK Financial Corp | 2.79% | Reduce -12.8% | 2,646,949 | $274.73M | $103.79 | |
| 6 | IPG | Interpublic Group of Cos Inc/The | 2.77% | Reduce -4.5% | 8,178,383 | $272.42M | No quote | No quote |
| 7 | LAZ | Lazard Ltd | 2.71% | Reduce -2.3% | 7,706,182 | $267.17M | $34.67 | |
| 8 | KMT | Kennametal Inc | 2.53% | Reduce -2.4% | 10,362,253 | $249.32M | $24.06 | |
| 9 | GNTX | Gentex Corp | 2.45% | Reduce -4.1% | 8,851,996 | $241.39M | $27.27 | |
| 10 | MSFT | Microsoft Corp | 2.43% | Reduce -0.9% | 999,813 | $239.78M | $239.82 | |
| 11 | REZI | Resideo Technologies Inc | 2.23% | Add +3.9% | 13,359,523 | $219.76M | $16.45 | |
| 12 | SRCL | Stericycle Inc | 2.14% | Reduce -5.8% | 4,223,508 | $210.71M | No quote | No quote |
| 13 | FAF | First American Financial Corp | 2.14% | Reduce -2.8% | 4,017,718 | $210.29M | $52.34 | |
| 14 | JLL | Jones Lang LaSalle Inc | 2.10% | Reduce -2.2% | 1,299,795 | $207.15M | $159.37 | |
| 15 | MHK | Mohawk Industries Inc | 2.04% | Add +0.2% | 1,962,904 | $200.65M | $102.22 | |
| 16 | NTRS | Northern Trust Corp | 2.02% | Reduce -0.7% | 2,249,683 | $199.07M | $88.49 | |
| 17 | MANU | Manchester United Plc | 2.00% | Reduce -26.0% | 8,454,466 | $197.24M | $23.33 | |
| 18 | CLB | Core Laboratories NV | 2.00% | Reduce -0.6% | 9,703,122 | $196.68M | $20.27 | |
| 19 | MSGS | Madison Square Garden Sports Corp | 1.99% | Add +0.9% | 1,071,674 | $196.47M | $183.33 | |
| 20 | BYD | Boyd Gaming Corp | 1.91% | Reduce -3.0% | 3,456,919 | $188.51M | $54.53 | |
| 21 | AXTA | Axalta Coating Systems Ltd | 1.84% | Reduce -1.3% | 7,098,942 | $180.81M | $25.47 | |
| 22 | AMG | Affiliated Managers Group Inc | 1.81% | Reduce -1.5% | 1,128,307 | $178.76M | $158.43 | |
| 23 | NVST | Envista Holdings Corp | 1.72% | Reduce -4.8% | 5,044,455 | $169.85M | $33.67 | |
| 24 | LH | Laboratory Corp of America Holdings | 1.67% | Reduce -1.5% | 699,513 | $164.72M | $235.48 | |
| 25 | ADT | ADT Inc | 1.55% | Reduce -7.5% | 16,824,950 | $152.6M | $9.07 | |
| 26 | EQC | Equity Commonwealth | 1.53% | Add +17.6% | 6,029,652 | $150.56M | No quote | No quote |
| 27 | OSW | OneSpaWorld Holdings Ltd | 1.52% | Reduce -6.1% | 16,002,826 | $149.31M | $9.33 | |
| 28 | BAP | Credicorp Ltd | 1.45% | Reduce -28.1% | 1,052,582 | $142.79M | $135.66 | |
| 29 | PARA | Paramount Global | 1.44% | Add +17.5% | 8,400,479 | $141.8M | No quote | No quote |
| 30 | NVT | nVent Electric PLC | 1.42% | Reduce -12.4% | 3,645,999 | $140.26M | $38.47 | |
| 31 | CRL | Charles River Laboratories International Inc | 1.41% | Reduce -2.0% | 637,762 | $138.97M | $217.90 | |
| 32 | RCL | Royal Caribbean Cruises Ltd | 1.40% | Reduce -12.1% | 2,782,081 | $137.52M | $49.43 | |
| 33 | ATGE | Adtalem Global Education Inc | 1.37% | Reduce -11.1% | 3,809,879 | $135.25M | No quote | No quote |
| 34 | VZ | Verizon Communications Inc | 1.35% | Add +75.3% | 3,383,676 | $133.32M | $39.40 | |
| 35 | GNRC | Generac Holdings Inc | 1.34% | Add +248.2% | 1,311,879 | $132.05M | $100.66 | |
| 36 | ZBRA | Zebra Technologies Corp | 1.29% | Add +3.9% | 495,626 | $127.08M | $256.41 | |
| 37 | SNA | Snap-on Inc | 1.20% | Reduce -28.9% | 517,378 | $118.22M | $228.49 | |
| 38 | BCO | Brink's Co/The | 1.10% | Reduce -6.1% | 2,017,582 | $108.36M | $53.71 | |
| 39 | JNJ | Johnson & Johnson | 1.07% | Reduce -21.0% | 599,323 | $105.87M | $176.65 | |
| 40 | SJM | J M Smucker Co/The | 1.04% | Reduce -12.5% | 644,853 | $102.18M | $158.46 | |
| 41 | GILD | Gilead Sciences Inc | 1.03% | Reduce -55.9% | 1,178,750 | $101.2M | $85.85 | |
| 42 | CBRE | CBRE Group Inc | 1.02% | Reduce -12.2% | 1,301,336 | $100.15M | $76.96 | |
| 43 | GS | Goldman Sachs Group Inc/The | 0.95% | Reduce -5.2% | 271,237 | $93.14M | $343.38 | |
| 44 | CG | Carlyle Group Inc/The | 0.89% | New | 2,926,392 | $87.32M | $29.84 | |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd | 0.87% | Reduce -2.3% | 6,969,777 | $85.31M | $12.24 | |
| 46 | KN | Knowles Corp | 0.87% | Add +21.6% | 5,193,594 | $85.28M | $16.42 | |
| 47 | JHG | Janus Henderson Group PLC | 0.86% | Add +0.5% | 3,611,582 | $84.94M | $23.52 | |
| 48 | MAS | Masco Corp | 0.84% | Add +0.0% | 1,782,617 | $83.19M | $46.67 | |
| 49 | LFUS | Littelfuse Inc | 0.83% | Reduce -3.2% | 372,091 | $81.93M | $220.20 | |
| 50 | SCHW | Charles Schwab Corp/The | 0.75% | Reduce -20.4% | 884,406 | $73.64M | $83.26 | |
| 51 | CHKP | Check Point Software Technologies Ltd | 0.70% | Reduce -1.6% | 544,070 | $68.64M | $126.16 | |
| 52 | BWA | BorgWarner Inc | 0.69% | Reduce -7.9% | 1,684,105 | $67.79M | $40.25 | |
| 53 | AFL | Aflac Inc | 0.65% | Reduce -5.3% | 888,053 | $63.89M | $71.94 | |
| 54 | DOX | Amdocs Ltd | 0.59% | Reduce -0.9% | 644,701 | $58.6M | $90.90 | |
| 55 | BMY | Bristol-Myers Squibb Co | 0.58% | Reduce -1.2% | 789,666 | $56.82M | $71.95 | |
| 56 | SSD | Simpson Manufacturing Co Inc | 0.56% | Reduce -2.4% | 625,824 | $55.49M | $88.66 | |
| 57 | PBH | Prestige Consumer Healthcare Inc | 0.53% | Reduce -4.9% | 833,443 | $52.17M | $62.60 | |
| 58 | KMX | CarMax Inc | 0.52% | Add +75.3% | 847,509 | $51.6M | $60.89 | |
| 59 | LIND | Lindblad Expeditions Holdings Inc | 0.50% | Add +7.1% | 6,393,261 | $49.23M | $7.70 | |
| 60 | MTN | Vail Resorts Inc | 0.48% | Reduce -2.8% | 199,676 | $47.59M | $238.35 | |
| 61 | SWK | Stanley Black & Decker Inc | 0.48% | Add +16.3% | 633,366 | $47.58M | $75.12 | |
| 62 | ZBH | Zimmer Biomet Holdings Inc | 0.46% | Reduce -9.1% | 358,506 | $45.71M | $127.50 | |
| 63 | KKR | KKR & Co Inc | 0.46% | Reduce -71.2% | 981,829 | $45.58M | $46.42 | |
| 64 | NTAP | NetApp Inc | 0.45% | Add +6.1% | 742,622 | $44.6M | $60.06 | |
| 65 | KFY | Korn Ferry | 0.41% | Reduce -5.1% | 793,579 | $40.17M | $50.62 | |
| 66 | KEYS | Keysight Technologies Inc | 0.40% | Reduce -0.3% | 229,448 | $39.25M | $171.07 | |
| 67 | MIDD | Middleby Corp/The | 0.39% | Add +2.1% | 286,789 | $38.4M | $133.90 | |
| 68 | WBA | Walgreens Boots Alliance Inc | 0.33% | Reduce -29.7% | 878,213 | $32.81M | No quote | No quote |
| 69 | GCMG | GCM Grosvenor Inc | 0.30% | Add +41.8% | 3,903,899 | $29.71M | $7.61 | |
| 70 | CAH | Cardinal Health Inc | 0.28% | Reduce -44.9% | 352,539 | $27.1M | $76.87 | |
| 71 | VIV | Telefonica Brasil SA | 0.26% | Add +32.4% | 3,632,025 | $25.97M | No quote | No quote |
| 72 | TAP | Molson Coors Beverage Co | 0.24% | Add +40.5% | 464,379 | $23.92M | $51.52 | |
| 73 | LESL | Leslie's Inc | 0.22% | New | 1,803,809 | $22.02M | $12.21 | |
| 74 | VEA | Vanguard FTSE Developed Markets ETF | 0.22% | Add +7.8% | 513,478 | $21.55M | $41.97 | |
| 75 | NOV | NOV Inc | 0.22% | Reduce -0.3% | 1,014,769 | $21.2M | $20.89 | |
| 76 | EVR | Evercore Inc | 0.17% | Reduce -16.3% | 154,111 | $16.81M | $109.08 | No quote |
| 77 | BSAC | Banco Santander Chile | 0.16% | Reduce -0.5% | 1,022,565 | $16.2M | No quote | No quote |
| 78 | NOK | Nokia Oyj | 0.16% | - | 3,344,832 | $15.52M | $4.64 | |
| 79 | MEI | Methode Electronics Inc | 0.15% | Reduce -61.8% | 324,291 | $14.39M | No quote | No quote |
| 80 | TPR | Tapestry Inc | 0.14% | Reduce -1.0% | 374,521 | $14.26M | $38.08 | |
| 81 | BIO | Bio-Rad Laboratories Inc | 0.14% | Reduce -52.1% | 31,896 | $13.41M | $420.49 | |
| 82 | BRC | Brady Corp | 0.13% | Reduce -43.7% | 280,395 | $13.21M | $47.10 | |
| 83 | HCKT | Hackett Group Inc/The | 0.13% | Add +9997.7% | 644,840 | $13.14M | $20.37 | |
| 84 | HMN | Horace Mann Educators Corp | 0.13% | Reduce -5.1% | 333,363 | $12.46M | No quote | No quote |
| 85 | TCOM | Trip.com Group Ltd | 0.10% | Reduce -0.7% | 282,897 | $9.73M | $34.40 | |
| 86 | PGR | Progressive Corp/The | 0.09% | Reduce -35.9% | 70,885 | $9.19M | $129.71 | |
| 87 | APA | APA Corp | 0.09% | Reduce -34.1% | 185,862 | $8.68M | $46.68 | |
| 88 | USB | US Bancorp | 0.09% | Reduce -1.0% | 196,261 | $8.56M | $43.61 | |
| 89 | LMT | Lockheed Martin Corp | 0.07% | Reduce -23.6% | 13,585 | $6.61M | $486.49 | |
| 90 | GSK | GSK PLC | 0.07% | Add +9.3% | 185,288 | $6.51M | $35.14 | |
| 91 | ACWX | iShares MSCI ACWI ex US ETF | 0.06% | Add +34.1% | 131,423 | $5.98M | $45.50 | |
| 92 | MOS | Mosaic Co/The | 0.06% | Reduce -23.5% | 133,182 | $5.84M | $43.87 | |
| 93 | ORCL | Oracle Corp | 0.06% | Reduce -22.2% | 69,850 | $5.71M | $81.74 | |
| 94 | TIMB | TIM SA/Brazil | 0.05% | - | 396,301 | $4.62M | No quote | No quote |
| 95 | VOD | Vodafone Group PLC | 0.05% | Reduce -11.1% | 449,564 | $4.55M | No quote | No quote |
| 96 | GOLD | Barrick Gold Corp | 0.04% | Reduce -23.6% | 252,188 | $4.33M | No quote | No quote |
| 97 | BRK/B | Berkshire Hathaway IncCUSIP 084670702 | 0.04% | Reduce -51.1% | 12,999 | $4.02M | No quote | No quote |
| 98 | WU | Western Union Co/The | 0.04% | Reduce -23.6% | 271,761 | $3.74M | $13.77 | |
| 99 | IWN | iShares Russell 2000 Value ETF | 0.04% | Add +46.7% | 26,965 | $3.74M | $138.67 | |
| 100 | ITUB | Itau Unibanco Holding SA | 0.04% | New | 789,469 | $3.72M | $4.71 | |
| 101 | BK | Bank of New York Mellon Corp/The | 0.04% | Reduce -23.6% | 78,663 | $3.58M | $45.52 | |
| 102 | BAC | Bank of America Corp | 0.03% | Add +61.0% | 96,039 | $3.18M | $33.12 | |
| 103 | ZIMV | Zimvie Inc | 0.02% | Reduce -9.9% | 257,644 | $2.41M | No quote | No quote |
| 104 | HLN | Haleon PLC | 0.02% | - | 211,285 | $1.69M | $8.00 | |
| 105 | MTB | M&T Bank Corp | 0.02% | Reduce -4.0% | 10,656 | $1.55M | $145.06 | |
| 106 | AZN | AstraZeneca PLC | 0.02% | Add +1.6% | 22,396 | $1.52M | $67.80 | |
| 107 | IWS | iShares Russell Mid-Cap Value ETF | 0.01% | New | 8,451 | $890.23K | $105.34 | |
| 108 | NVS | Novartis AG | 0.01% | - | 8,750 | $793.8K | $90.72 | |
| 109 | FI | Fiserv Inc | 0.00% | Add +8.4% | 3,096 | $312.91K | No quote | No quote |
| 110 | SNY | Sanofi | 0.00% | Add +0.1% | 5,844 | $283.03K | $48.43 | |
| 111 | FICO | Fair Isaac Corp | 0.00% | Reduce -11.3% | 446 | $266.97K | $598.58 | |
| 112 | ST | Sensata Technologies Holding PLC | 0.00% | Add +8.4% | 5,155 | $208.16K | $40.38 | |
| 113 | MSI | Motorola Solutions Inc | 0.00% | Reduce -1.8% | 714 | $184.01K | $257.71 | |
| 114 | PDCO | Patterson Cos Inc | 0.00% | Add +8.4% | 6,292 | $176.37K | No quote | No quote |
| 115 | DNB | Dun & Bradstreet Holdings Inc | 0.00% | Add +8.4% | 12,384 | $151.83K | No quote | No quote |
| 116 | REYN | Reynolds Consumer Products Inc | 0.00% | Add +8.4% | 5,002 | $149.96K | $29.98 | |
| 118 | OMC | Omnicom Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 117 | HLI | Houlihan Lokey Inc | - | Sold | 0 | $0 | No quote | No quote |