Ariel Investments - Q3 2023 holdings

$9.45 Billion is the total value of Ariel Investments's 213 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .

 Value Shares↓ Weighting
NewPhinia Inc$3,695,814137,955
+100.0%
0.04%
CVX NewChevron Corp$1,654,4999,812
+100.0%
0.02%
NewKenvue Inc$1,098,13554,688
+100.0%
0.01%
VXUS NewVanguard Total International Stock ETFetf$1,054,61219,705
+100.0%
0.01%
NewFortrea Holdings Inc$550,47219,254
+100.0%
0.01%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

About Ariel Investments

Ariel Investments is a Chicago-based investment management firm that was founded in 1983 by John W. Rogers Jr. The company has a long history of providing value-oriented investment strategies to its clients, with a focus on small and mid-cap companies. Ariel Investments has a team of experienced investment professionals, including CEO John W. Rogers Jr., COO Mellody Hobson, and Chief Investment Officer Rupal Bhansali.

The company's investment philosophy is centered around the belief that patient, long-term investing in undervalued companies can lead to superior returns over time. Ariel Investments has a strong track record of delivering on this philosophy, with many of its funds outperforming their benchmarks over the long term.

One of the key strengths of Ariel Investments is its focus on diversity and inclusion. The company has a diverse team of investment professionals, and it has been recognized for its efforts to promote diversity in the investment industry. CEO John W. Rogers Jr. has been a vocal advocate for diversity and inclusion in the business world, and he has been recognized for his leadership in this area.

Overall, Ariel Investments is a well-respected investment management firm with a strong track record of delivering value-oriented investment strategies to its clients. With a talented team of investment professionals and a commitment to diversity and inclusion, the company is well-positioned for continued success in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LAZARD LTD CL A42Q3 20233.8%
FIRST AMERN FINL CORP42Q3 20233.8%
BAIDU INC-SP ADR42Q3 20237.1%
MICROSOFT CORP42Q3 20235.1%
Interpublic Group of Cos Inc/The42Q3 20233.9%
JONES LANG LASALLE INC42Q3 20233.2%
Northern Trust Corp.42Q3 20232.6%
SMUCKER JM CO42Q3 20232.7%
SNAP-ON INC42Q3 20232.4%
CHARLES RIVER LABS INTL INC42Q3 20232.3%

View Ariel Investments's complete holdings history.

Latest significant ownerships (13-D/G)

View Ariel Investments's complete significant-ownership history.

Latest filings
TypeFiled
SC 13G/A2024-02-15
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14

View Ariel Investments's complete filings history.

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Export Ariel Investments's holdings