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Filers›Asset Manager›ARIEL INVESTMENTS, LLC
DOSSIER · 13F-HR · Q1 2026

ARIEL INVESTMENTS, LLC

ARIEL INVESTMENTS's asset manager based in Boston, MA — $8.9B in tracked AUM across 200 positions as of Q1 2026.

AI
ARIEL INVESTMENTS·Boston, MA·Asset Manager
CIK 0000936753 · last filed Mar 31, 2026
Total AUM
$8.9B
▲ 1.8%
vs prior
Holdings
200
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Ariel Investments, LLC 13F Filing
Portfolio Overview

As of the report date September 30, 2025, Ariel Investments, LLC manages a portfolio valued at approximately $5.03 billion, representing a growth of 7.4% from the previous quarter's $4.68 billion. The portfolio is concentrated, containing 96 total holdings, which suggests a focus on high-conviction ideas rather than broad market indexing. The management style evident in this filing is characteristic of active va...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSGE
MADISON SQUARE GARDEN ENTMT
$360M6.1M4.0%
02
P73684113
ONESPAWORLD HOLDINGS LIMITED
$354M15.4M4.0%
03
JLL
JONES LANG LASALLE INC
$312M1.0M3.5%
04
AMG
AFFILIATED MANAGERS GROUP
$294M1.1M3.3%
05
SPHR
SPHERE ENTERTAINMENT CO
$289M2.5M3.2%
06
NVST
ENVISTA HOLDINGS CORPORATION
$276M10.9M3.1%
07
G66721104
NORWEGIAN CRUISE LINE HLDGS
$274M14.7M3.1%
08
PBH
PRESTIGE CONSMR HEALTHCARE I
$253M4.3M2.8%
09
GNRC
GENERAC HLDGS INC
$253M1.3M2.8%
10
CRL
CHARLES RIV LABS INTL INC
$249M1.4M2.8%

Filing history

Filing history loading…
AI Agent · grounded in ARIEL
haiku-4-5 · 200 positions indexed
Sector mix
  • Tech4%
  • Health Care6%
  • Cons. Disc.19%
  • Communications43%
  • Industrials14%
  • Other14%
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