13F filing recap · Q2 2025
What did Ariel Investments buy in Q2 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Ariel-managed account, including accounts that belong to no fund below.
Stock value
$8.82B
Positions
104
Estimated turnover
17.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Ariel Investments opened new positions in First Solar, Walt Disney, and Barrick Mining, while exiting Abbvie, Philip Morris International, Cnh Industrial, and Vanguard Star Funds. The firm substantially increased its stakes in Norwegian Cruise Line, Microsoft, Zebra Technologies, Aptiv, Algonquin Power & Utilities, Intel, and Vanguard Ftse Developed Markets ETF, and dramatically added to Fiserv and Goldman Sachs. Notable trims included Kennametal, Interpublic Group, Capital One, Centerpoint Energy, Masco, Bank of America, Western Alliance, and Borgwarner.