13F filing recap · Q3 2025
What did Ariel Investments buy in Q3 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
$9.35B
Positions
107
Estimated turnover
15.6%
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 Paramount Skydance, Humana, FedEx, Leslie’s, Vanguard Star Funds, Arthur J. Gallagher, HDFC Bank, and Infosys, while exiting Dun & Bradstreet, Leslie’s, Owens Corning, Paramount Global, and Zimvie. The firm trimmed Sphere Entertainment and Resideo Technologies, and added substantially to Prestige Consumer Healthcare, The Middleby Corporation, Zimmer Biomet, Fiserv, Johnson & Johnson, and Progressive. It also sharply increased its stakes in Walt Disney, M&T Bank, and iShares Trust.