Skip to content
berrytrail

Search

Search managers or tickers

Ariel Investments

by John Rogers, CIO since 1983 asset manager

Legal name
Ariel Investments, LLC
On record since?
Q2 2013
Filings read
53
Style
Value
Website
arielinvestments.com
View more
CIK
0000936753
Read since
Aug 22, 2026

Q2 2026 · filed Aug 14, 2026 · $10.0B US stock · 106 positions · Diversified · Moderate turnover · Top: MSGE 4.3% · OSW 4.2% · CRL 3.4%

Read the filing →

Streakslongest held · 53 quarters on record

  1. CRL Charles River Laboratories International, Inc. 3.4%53+ quarters
  2. JLL Jones Lang LaSalle, Inc. 3.3%53+ quarters
  3. LAZ Lazard, Inc. 2.4%53+ quarters
  4. BIO Bio-Rad Laboratories, Inc.Class A 2.4%53+ quarters
  5. FAF First American Financial Corporation 2.2%53+ quarters

19 names have been in this book every quarter on record (53). New in this book this quarter: HAE, PPL, DT, HLI, COF and 3 more.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$10.0B Q2 2026

Positions106 Q2 2026

Picture100.0% Q2 2026

Turnover33%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 14, 26 $10.0B · 106 positions  · 8 new · 8 exited full · Diversified 8 new · 8 exited
  2. Q1 2026 filed May 14, 26 $8.9B · 106 positions  · 8 new · 10 exited full · Diversified 8 new · 10 exited
  3. Q4 2025 filed Feb 13, 26 $9.3B · 108 positions  · 10 new · 9 exited full · Diversified 10 new · 9 exited
  4. Q3 2025 filed Nov 14, 25 $9.4B · 107 positions  · 8 new · 5 exited full · Diversified 8 new · 5 exited
  5. Q2 2025 filed Aug 14, 25 $8.8B · 104 positions  · 2 new · 4 exited full · Diversified 2 new · 4 exited
  6. Q1 2025 filed May 15, 25 $8.5B · 106 positions  · 5 new · 9 exited full · Diversified 5 new · 9 exited
  7. Q4 2024 filed Feb 13, 25 $9.4B · 110 positions  · 6 new · 6 exited full · Diversified 6 new · 6 exited
  8. Q3 2024 filed Nov 13, 24 $9.8B · 110 positions  · 4 new · 9 exited full · Diversified 4 new · 9 exited
  9. Q2 2024 filed Aug 14, 24 $9.2B · 115 positions  · 6 new · 6 exited full · Diversified 6 new · 6 exited
  10. Q1 2024 filed May 14, 24 $10.2B · 115 positions  · 6 new · 5 exited full · Diversified 6 new · 5 exited
  11. Q4 2023 filed Feb 14, 24 $10.0B · 114 positions  · 8 new · 9 exited full · Diversified 8 new · 9 exited
  12. Q3 2023 filed Nov 14, 23 $9.4B · 115 positions  · 5 new · 6 exited full · Diversified 5 new · 6 exited
  13. Q2 2023 filed Aug 14, 23 $10.6B · 116 positions  · 5 new · 3 exited full · Diversified 5 new · 3 exited
  14. Q1 2023 filed May 12, 23 $10.4B · 114 positions  · 1 new · 3 exited full · Diversified 1 new · 3 exited
  15. Q4 2022 filed Feb 14, 23 $9.8B · 116 positions  · 4 new · 2 exited full · Diversified 4 new · 2 exited
  16. Q3 2022 filed Nov 14, 22 $9.1B · 114 positions  · 4 new · 2 exited full · Diversified 4 new · 2 exited
  17. Q2 2022 filed Aug 12, 22 $10.0B · 112 positions  · 8 new · 2 exited full · Diversified 8 new · 2 exited
  18. Q1 2022 filed May 13, 22 $11.3B · 106 positions  · 4 new · 2 exited full · Diversified 4 new · 2 exited
  19. Q4 2021 filed Feb 14, 22 $11.9B · 104 positions  · 2 new · 7 exited full · Diversified 2 new · 7 exited
  20. Q3 2021 filed Nov 12, 21 $10.9B · 109 positions  · 6 new · 7 exited full · Diversified 6 new · 7 exited
  21. Q2 2021 filed Aug 13, 21 $10.6B · 110 positions  · 3 new · 29 exited full · Diversified 3 new · 29 exited
  22. Q1 2021 filed May 14, 21 $10.2B · 136 positions  · 9 new · 13 exited full · Diversified 9 new · 13 exited
  23. Q4 2020 filed Feb 10, 21 $8.9B · 140 positions  · 4 new · 6 exited full · Diversified 4 new · 6 exited
  24. Q3 2020 filed Nov 13, 20 $6.9B · 142 positions  · 5 new · 10 exited full · Diversified 5 new · 10 exited
  25. Q2 2020 filed Aug 14, 19 $6.6B · 147 positions  · 11 new · 12 exited full · Diversified 11 new · 12 exited
  26. Q1 2020 filed May 14, 20 $5.7B · 148 positions  · 12 new · 10 exited full · Diversified 12 new · 10 exited
  27. Q4 2019 filed Feb 14, 20 $8.0B · 146 positions  · 7 new · 5 exited full · Diversified 7 new · 5 exited
  28. Q3 2019 filed Nov 14, 19 $7.5B · 144 positions  · 1 new · 10 exited full · Diversified 1 new · 10 exited
  29. Q2 2019 filed Aug 14, 19 $8.0B · 153 positions  · 6 new · 7 exited full · Diversified 6 new · 7 exited
  30. Q1 2019 filed May 15, 19 $8.0B · 154 positions  · 3 new · 6 exited full · Diversified 3 new · 6 exited
  31. Q4 2018 filed Feb 14, 19 $7.2B · 157 positions  · 7 new · 4 exited full · Diversified 7 new · 4 exited
  32. Q3 2018 filed Nov 14, 18 $9.0B · 154 positions  · 5 new · 11 exited full · Diversified 5 new · 11 exited
  33. Q2 2018 filed Aug 10, 18 $8.9B · 160 positions  · 3 new · 8 exited full · Diversified 3 new · 8 exited
  34. Q1 2018 filed May 14, 18 $8.8B · 165 positions  · 5 new · 12 exited full · Diversified 5 new · 12 exited
  35. Q4 2017 filed Feb 14, 18 $8.9B · 172 positions  · 6 new · 10 exited full · Diversified 6 new · 10 exited
  36. Q3 2017 filed Nov 14, 17 $8.6B · 176 positions  · 4 new · 12 exited full · Diversified 4 new · 12 exited
  37. Q2 2017 filed Aug 14, 17 $8.5B · 184 positions  · 13 new · 17 exited full · Diversified 13 new · 17 exited
  38. Q1 2017 filed May 11, 17 $8.5B · 188 positions  · 11 new · 13 exited full · Diversified 11 new · 13 exited
  39. Q4 2016 filed Feb 14, 17 $8.5B · 190 positions  · 17 new · 12 exited full · Diversified 17 new · 12 exited
  40. Q3 2016 filed Nov 14, 16 $8.3B · 185 positions  · 9 new · 16 exited full · Diversified 9 new · 16 exited
  41. Q2 2016 filed Aug 15, 16 $8.0B · 192 positions  · 7 new · 9 exited full · Diversified 7 new · 9 exited
  42. Q1 2016 filed May 13, 16 $8.3B · 194 positions  · 16 new · 18 exited full · Diversified 16 new · 18 exited
  43. Q4 2015 filed Feb 12, 16 $8.3B · 196 positions  · 15 new · 6 exited full · Diversified 15 new · 6 exited
  44. Q3 2015 filed Nov 13, 15 $8.0B · 187 positions  · 9 new · 7 exited full · Diversified 9 new · 7 exited
  45. Q2 2015 filed Aug 12, 15 $8.9B · 185 positions  · 7 new · 9 exited full · Diversified 7 new · 9 exited
  46. Q1 2015 filed May 14, 15 $8.9B · 187 positions  · 4 new · 7 exited full · Diversified 4 new · 7 exited
  47. Q4 2014 filed Feb 13, 15 $8.7B · 190 positions  · 10 new · 6 exited full · Diversified 10 new · 6 exited
  48. Q3 2014 filed Nov 12, 14 $7.8B · 186 positions  · 4 new · 6 exited full · Diversified 4 new · 6 exited
  49. Q2 2014 filed Aug 14, 14 $8.2B · 188 positions  · 13 new · 7 exited full · Diversified 13 new · 7 exited
  50. Q1 2014 filed May 14, 14 $8.2B · 182 positions  · 10 new · 7 exited full · Diversified 10 new · 7 exited
  51. Q4 2013 filed Feb 14, 14 $8.1B · 179 positions  · 12 new · 6 exited full · Diversified 12 new · 6 exited
  52. Q3 2013 filed Nov 14, 13 $6.9B · 173 positions  · 29 new · 4 exited full · Diversified 29 new · 4 exited
  53. Q2 2013 filed Aug 13, 13 $6.1B · 148 positions  · 0 new · 0 exited full · Diversified 0 new · 0 exited

People2

  • John Rogers · CIO · 1983–CIO and lead portfolio manager; co-CIO of domestic equities with Ken Kuhrt since March 2026. Source: arielinvestments.com/article/talent-update
  • John Rogers · founder · 1983–Founded Ariel in 1983; chairman, co-CEO and CIO. Source: arielinvestments.com/person/john-w-rogers-jr