13F filing recap · Q1 2026
What did Ariel Investments buy in Q1 2026?
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
$8.93B
Positions
106
Estimated turnover
14.4%
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 Scotts Miracle-Gro, Fifth Third Bancorp, and Royal Caribbean Cruises, among several smaller fund and ETF additions. The firm exited Capital One Financial, Goldman Sachs, Humana, NetApp, Webster Financial, Janus Henderson, Check Point Software, and Copa Holdings. Notable increases included Zebra Technologies, RLI Corp, FactSet Research Systems, KKR, FedEx, and Taiwan Semiconductor, while it trimmed Microsoft, Kennametal, CenterPoint Energy, and Lindblad Expeditions.